BizCA Assistant Daily Ops v0.4

Four time-saving loops in one place: coworker natural-language CRM updates, missing-info follow-up drafts, daily deal summary, and client status update drafts. All external actions remain approval-first.

1. Coworker natural-language CRM update

Your coworker can send this to BizCA Assistant directly, or paste it here. It goes to Review Inbox first.

Open review inbox

2. Buyer / Seller missing-info follow-up

Generate a follow-up from the deal checklist, queue it for approval, then send via WeCom when ready.

Deal Audience Recipient Recipient name

Open scheduled approval queue

3. Deal daily summary

Draft summary of active deals, blockers, missing info, and follow-ups. Can be queued to you via WeCom.

Latest generated preview

BizCA daily summary draft:

Today's follow-ups:
- Waterdown, Ontario - Edward Hong acupuncture / TCM clinic: Confirm seller identity, intent, viewing details, and whether to send seller intake. (due: 2022-10-06)
- Potential seller from BizCA Assistant - Potential seller from BizCA Assistant: Confirm viewing/showing details and decide whether to create a new lead/deal record. (due: No due date)
- QA Seller Intake Test - Edward Flow: Review seller intake submission and uploaded documents; schedule clinic visit after Thursday. (due: No due date)
- Waterdown acupuncture / TCM clinic - Edward Hong: Review seller intake submission and uploaded documents; schedule clinic visit after Thursday. (due: No due date)
- 83 Whitmore Road, Woodbridge, ON - Milano Kitchen: Confirm Thursday 11:30 cabinet factory viewing details and decide whether to create a new seller/lead record for Milano Kitchen. (due: No due date)
- 4150 Midland Ave, Toronto/Scarborough, ON - 4150 Midland cabinet factory: Confirm Thursday viewing schedule: massage store at 9:00, cabinet factory #1 at 10:00, cabinet factory #2 at 11:30; decide whether to create new lead/deal records. (due: No due date)
- 2480 Kingston Road, Scarborough, ON - 2480 Kingston Road massage store: Confirm viewing/showing details and decide whether to create a new lead/deal record. (due: No due date)
- 3850 Sheppard Ave E - Shiny Beauty Spa: wait for Peter review feedback and follow up if no response (due: No due date)

Blocked / watch items:
- Waterdown, Ontario - Edward Hong acupuncture / TCM clinic: Needs verification before outreach or reliance.
- Potential seller from BizCA Assistant - Potential seller from BizCA Assistant: Needs verification before outreach or reliance.
- Waterdown acupuncture / TCM clinic - Edward Hong: Need license/regulatory/privacy/lease/financial verification before public marketing or valuation reliance.
- 83 Whitmore Road, Woodbridge, ON - Milano Kitchen: OCR/contact details need human verification before reliance.
- 4150 Midland Ave, Toronto/Scarborough, ON - 4150 Midland cabinet factory: Viewing details/addresses and lead ownership still need confirmation.
- 2480 Kingston Road, Scarborough, ON - 2480 Kingston Road massage store: Needs verification before outreach or reliance.
- 379 Goderich St, Port Elgin - Tang's Kitchen: follow up with buyer on reduced rent and confirm whether they want to move forward
- 650 King St E, Unit 3A, Oshawa - Nail Tree: Confirm seller profile, agency/listing status, and CBO/public sale info approval.

Missing client/document info:
- Waterdown, Ontario - Edward Hong acupuncture / TCM clinic: buyer: Buyer profile, buyer: NDA, buyer: Proof of funds / financing, buyer: Sent CBO, buyer: Buyer/seller meeting notes
- Potential seller from BizCA Assistant - Potential seller from BizCA Assistant: buyer: Buyer profile, buyer: NDA, buyer: Proof of funds / financing, buyer: Sent CBO, buyer: Buyer/seller meeting notes
- QA Seller Intake Test - Edward Flow: buyer: Buyer profile, buyer: NDA, buyer: Proof of funds / financing, buyer: Sent CBO, buyer: Buyer/seller meeting notes
- Waterdown acupuncture / TCM clinic - Edward Hong: buyer: Buyer profile, buyer: NDA, buyer: Proof of funds / financing, buyer: Sent CBO, buyer: Buyer/seller meeting notes
- 83 Whitmore Road, Woodbridge, ON - Milano Kitchen: buyer: Buyer profile, buyer: NDA, buyer: Proof of funds / financing, buyer: Sent CBO, buyer: Buyer/seller meeting notes
- 4150 Midland Ave, Toronto/Scarborough, ON - 4150 Midland cabinet factory: buyer: Buyer profile, buyer: NDA, buyer: Proof of funds / financing, buyer: Sent CBO, buyer: Buyer/seller meeting notes
- 2480 Kingston Road, Scarborough, ON - 2480 Kingston Road massage store: buyer: Buyer profile, buyer: NDA, buyer: Proof of funds / financing, buyer: Sent CBO, buyer: Buyer/seller meeting notes
- 3850 Sheppard Ave E - Shiny Beauty Spa: buyer: Buyer profile, buyer: NDA, buyer: Proof of funds / financing, buyer: Sent CBO, buyer: Buyer/seller meeting notes

Recent activity:
- Waterdown, Ontario - Edward Hong acupuncture / TCM clinic: Image received from WeCom; media recorded for review/OCR. Message type: screenshot_image_note Attachment: media_id=1zSqaDnCI7Sr8CVZSdFztmn0e_45rz86CEs2NEfGOxy3OgK2gc8FsD9hoCjxJ-E0qdF8zxUT1gKeM3zUeBKU19A; pic_url=https://wework.qpic.cn/wwpic3az/688410_TcMPfb-pS
- Potential seller from BizCA Assistant - Potential seller from BizCA Assistant: 赵健楠 Jay 5/26 18:40:39 Message type: unknown
- QA Seller Intake Test - Edward Flow: Seller intake submitted. Uploaded documents: lease: TREBB fees new member.pdf, store_photos: IMG_8095.jpg, store_photos: IMG_8097.jpg. Raw source: seller intake link seller-intake-qa-test-edward-flow.
- Waterdown acupuncture / TCM clinic - Edward Hong: Seller intake submitted. Uploaded documents: none. Raw source: seller intake link waterdown-acupuncture-tcm-clinic-edward-hong.
- 83 Whitmore Road, Woodbridge, ON - Milano Kitchen: Viewing schedule #2: Thursday 11:30, cabinet factory lead. Screenshot/business card indicates Milano Kitchen, 83 Whitmore Road, Woodbridge ON L4L 6E2; contact Yong / 勇, phone 416-844-9489, office 905-850-9988, email info@milanokitchen.ca. Needs human verificat
- 4150 Midland Ave, Toronto/Scarborough, ON - 4150 Midland cabinet factory: Viewing schedule #3: Thursday 10:00, cabinet factory lead at/around 4150 Midland. Chat screenshot with Allan indicates Thursday May 21 at 10:00 is confirmed. Needs address/contact verification. Message type: add_task

Report path: /opt/bizca/agent_lab/outputs/reports/daily_deal_summary_20260717_071739.md

4. Client status update draft

Generate a short buyer/seller-facing progress update. Draft only; approve before sending.

Deal Audience Recipient Recipient name

5. Smart document collection

Auto-detect listings with missing documents (>3 days old). Generate friendly collection messages in Chinese, queue them for your approval.

How your coworker uses BizCA Assistant

Open Enterprise WeChat.
Find the BizCA Assistant app chat.
Send natural language updates like: 3850 Peter confirmed financing 30 business days, next action update offer draft.
The update appears in Review Inbox; founder approves before CRM changes.

If you want the system to proactively message the coworker, save their WeCom UserID in the recipient directory on the WeCom page.