Morning scan complete
Next refresh 12:00 PM
7 drafts prepared
0 / 0 done
Now | Executive Summary

Clear the OPMP blockers before 9 AM. Protect the 2 PM La Caisse pitch.

Today has one visible client window and three pre-meeting commitments. Everything else stays behind the approval queue until the Critical and Important stack is complete.

New 2 PM conflict Ready 7 drafts Check 1 attachment
Day Map
8:00UCCE agreement must clear before OPMP.
8:30Ryan / Shoplazza handoff removes the conflict.
9:00Owner call needs clean status language.
2:00La Caisse pitch is the protected client window.

Command Snapshot

2Critical
3Approve
2Conflicts
9 AMHard Stop

Changed Since Last Scan

Delta layer for the next Claude/Cowork run. This is what changed, what cleared, and what still needs verification.

3 deltas
New risk

2 PM calendar conflict is now visible.

Shoplazza and 455 Mission collide with the La Caisse external pitch window.

Prepared

Seven outbound drafts are ready.

Claude/Cowork prepared client, internal, and contingency notes for review.

Verify

Greenspan attachment still needs a file check.

Draft is usable, but the Word redline path should be confirmed before sending.

Top Actions

Attention level: Critical. These are same-day outcome items.

4 actions
0 / 8actions cleared
4drafts awaiting approval
2conflicts unresolved
First
Send UCCE Clear the promised owner-facing commitment.
Second
Clear conflicts Ryan handoff, Kelly fallback, and Greenspan redlines.
Protect
La Caisse Noon deck delivery and 2 PM pitch window.
Close
Carry forward Log unresolved items into midday scan.
Look first8:00

Send UCCE agreement before OPMP.

Promised send, owner-facing visibility, and flier work blocked until this moves.

Protect2:00

La Caisse pitch cannot drift.

Confirm noon deck delivery and keep the 2 PM Zoom clear of lower-priority tours.

Then clear8:30-8:45

Handoff tour and return redlines.

Two prepared actions remove calendar friction before the morning meeting block.

Critical8:00

Send UCCE listing agreement to Eric Schueler.

Draft ready

Eric gets the agreement, Ammil gets the landlord-approval answer, and Aranza can restart flier work before OPMP.

Email confirmedCommitment foundOwner-facing
Email sent. OPMP update line ready.
Owner-facing item looks stalled after a committed send.
Email ask and Charlie send commitment both align.
High. Email and sent commitment align.
Source trail

    Evidence

  • Eric asked Wed 5/13 9:25 AM for listing agreement.
  • Charlie committed Wed 8:50 PM to send it in the morning.

    Talking Point

  • Agreement is out for review; UCCE moves into formal listing process.
  • Landlord approval is procedural, not a pre-marketing blocker.
Critical2:00

Protect the La Caisse 210 Adrian external pitch.

Prep ready

Mike leads the 2 PM external. Charlie joins on Zoom and owns competing-property and BOMA recommendation points.

Calendar conflictDeck threadClient window
Noon delivery confirmed. Zoom location protected.
David gets no useful pre-read before pitch.
Calendar and deck thread agree.
High. Calendar and deck thread agree.
Prep card

    Evidence

  • Calendar: 2 PM external Zoom, Mike leads.
  • Deck thread remained active through overnight edits.

    Talking Points

  • Top alternatives include 200 Twin, 405 Industrial, 575 Forbes, 181 2nd Ave, and 1850 Bryant.
  • BOMA rec: VCA preferred, Kier and Wright acceptable.
Important8:30

Hand 2 PM Shoplazza tour to Ryan.

Needs approval

Ryan was on the prior walk and is the cleanest handoff while Charlie protects La Caisse.

Calendar conflictRyan checkClient handoff
Ryan confirmed. Shoplazza reassured. 455 Mission moved.
Visible double-booking creates avoidable client friction.
Sent replies and calendar conflict are explicit.
High. Sent replies and calendar conflict are explicit.
Important8:45

Turn Greenspan redlines back to Marc.

Attachment check

Sending before OPMP gives Kashiwa a clean update: redlines are back with tenant broker.

Thread confirmedAttachment checkLegal cadence
Marc has Word edits and Kashiwa has status line.
Legal cadence slips on a mature renewal.
Thread is clear; attachment still needs final local check.
Medium-high. Attachment needs final file check.

Next

Meetings, prep windows, and schedule risk.

today rail

Before 9 AM

Critical
15m
UCCE listing agreement
Send to Eric and UCANR team with marketing approval answer.
Critical
10m
Shoplazza / Ryan / Kelly conflict clear
Fire the coordinated notes.
Important
15m
Greenspan redlines
Send before OPMP.
Important
5m
Jeff Pion one-liner
Relationship signal, not deep work.
Review

Meetings + Close

Monitor
9:00
OPMP owner call
Use UCCE and Greenspan as status anchors.
Meeting
9:35
Moran Team Weekly
Ping Mike on La Caisse noon deck delivery.
Critical
2:00
La Caisse external pitch
Join from PA; use alternatives and BOMA rec.
Critical
EOD
State update
Log outcomes and tomorrow carry-forward.
Close
Next Meeting Prep

OPMP owner call

Use UCCE agreement sent, Greenspan redlines returned, and Shoplazza handoff as clean status anchors.

Protect

La Caisse pitch window

Noon deck delivery, 2 PM Zoom, alternatives list, and BOMA recommendation are the critical prep packet.

Fallback

455 Mission timing

Hold the Kelly note unless the 3:30 walk cannot survive the La Caisse post-call debrief.

Waiting On Me

People and workflows currently blocked by Charlie.

5 blockers
PersonBlocked ItemNeeded MoveAttention
Eric SchuelerUCCE listing agreementSend agreement and approval answerCritical
Ryan KircherShoplazza tour handoffAsk by 8:30 AMApprove
AranzaUCCE flier restartAgreement path confirmedReview
Mike MoranLa Caisse deck deliveryConfirm noon delivery windowCritical
JamesProfluent two-window noteSend or delegate after Critical stackMonitor

Approvals

Prepared actions that should not move without Charlie review.

4 approvals
Send as-is

UCCE listing agreement

Draft is ready once the attachment is confirmed.

Charlie judgment

Shoplazza handoff

Ryan is cleanest, but client tone should stay relationship-first.

Hold

Kelly 455 Mission

Use only if the 3:30 window cannot hold.

Missing info

Greenspan redlines

Needs a final attachment path check before sending.

Shoplazza client note

Prepared handoff to Zhang Lu with Ryan copied.

Ready to sendCharlie judgment

Ryan private ask

Internal ask to own the 2 PM follow-up tour.

Ready to sendInternal

Kelly 455 Mission move

Only send if the 3:30 window cannot hold.

Hold until neededConditional

Greenspan redlines

Attachment requires final local file check before sending.

Needs attachment checkDraft ready
Batch Review

Ready drafts can be grouped for review.

This marks the ready drafts as reviewed for the current browser session. It does not send email.

Drafts Ready

Email-ready outbound drafts with metadata and source context.

7 drafts

UCCE listing agreement

To
Eric Schueler, UCANR team
Subject
UCCE OPMP Sublease | Listing Agreement for Review
Tone
Clear, professional
Attach
Listing agreement

Mike deck ping

To
Mike Moran
Subject
La Caisse deck delivery
Tone
Internal, crisp
Attach
None

Shoplazza handoff

To
Zhang Lu, Shoplazza team
Subject
RE: Oyster Point: Schedule a Tour
Tone
Warm, relationship-first
Attach
None

Ryan private ask

To
Ryan Kircher
Subject
2 PM Shoplazza handoff
Tone
Internal, direct
Attach
None

Kelly 455 Mission

To
Kelly Duckworth, Savills
Subject
455 Mission Bay | Push to Friday AM
Tone
Standard professional
Attach
None

Greenspan redlines

To
Marc Trovato
Subject
RE: Greenspan Lease Amendment | OPMP Suite 519
Tone
Professional
Attach
Word redline file

Jeff Pion one-liner

To
Jeff Pion
Subject
RE: Frickin' Awesome
Tone
Short, casual
Attach
None

Relationship Risk

People who may feel slippage today.

5 contacts
PersonRoleRiskNeeded MoveLevel
Eric SchuelerUCOP / UCCEWaiting on promised agreementSend before 8 AMCritical
David McCrossanLa CaisseDeck pre-read delivery slidNoon delivery via MikeCritical
Zhang LuShoplazza2 PM tour collisionRyan handoff noteApprove
Marc TrovatoGreenspan tenant brokerDay 3 legal redlinesReturn Word editsApprove
Jeff PionCBRE EVPAI workflow reply dueOne-liner by 9 AMReview

Deal Pulse

Active deals, listings, pursuits, and delegated items needing visibility.

active only
ItemStageRiskNext MoveOwner
210 Adrian / La CaisseExternal pitchHigh mandate riskConfirm deck, attend ZoomMike / Charlie
UCCE OPMP Ste 208Sublease listingOwner confidenceAgreement outCharlie
GreenspanRenewal redlinesLegal cadenceSend redlines to MarcCharlie
Circle StarPackage workCan eat prep windowResume after Critical stackIsabelle / Aranza
ProfluentFollow-upDay 17 driftSend two-window noteCharlie / James

Source Trail

Compact confidence layer for important claims.

source coverage 88%

High Confidence

Verified
EmailUCCE ask and Charlie send commitment align.
Calendar2 PM La Caisse conflicts with Shoplazza and 455 Mission.
ThreadLa Caisse deck edits continued overnight.

Needs Check

Before send
FileGreenspan Word redline attachment path must be confirmed.
OwnerRyan availability should be confirmed before client handoff.
CarryProfluent remains monitored until Critical stack is complete.
Compact Evidence

Copy the source summary for team context.

Use this when forwarding the brief or giving Claude/Cowork a grounded handoff.

Closeout

One-day memory loop for the next scan and tomorrow morning.

EOD slots
Completed

Closed today

UCCE send, Ryan handoff, Greenspan redlines, and La Caisse deck delivery once confirmed.

Slipped

Reason required

Anything not completed by EOD carries owner, reason, and next action into tomorrow.

Waiting

Blocked by others

Track Ryan availability, attachment location, and post-pitch client response.

Tomorrow

First move

Claude/Cowork should promote the oldest unresolved relationship or deal blocker first.

Carry Forward

Prepare tomorrow’s seed note.

Copies unresolved items in the same shape Claude/Cowork should use for the next scan.

Copied