Live pipeline
Backend command center
Agentic search, CRM, and proposal operations
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Calendar
Upcoming calls and actions
Agent layer
Rules in force
CRM
Lead desk
Qualification
Brief builder
Proposal studio
Client proposal builder
Activities to include
Images carry the sale. Text supports logistics, confidence, and money. This template is print/PDF-first and uses the Prague Adventures A as a recurring brand mark.
Campaigns
Seasonal sendouts
Email structures
Templates
Information in
Outlook / manual email intake
Choose the existing opportunity first, paste the client or supplier email from Outlook, tick archive if you want the full source saved, then process and save.
Outlook remains the local mailbox copy. Padmin will keep this item linked to the selected account/event after save.
Waiting for source
Paste a message or rows, then process.
Padmin will classify, extract, flag risks, draft replies, and create reviewable candidate records.
Recent secure CRM intake
Candidate records and tasks
Recent communications
Open tasks
Drafts / risks
Open work
Proposal and event development dashboard
Private CRM
Opportunities and relationships
Opportunities
Contacts
Organizations
Action agenda
Follow-ups, drafts, risks
Delivery
Approved events
Proposals
Versions and send state
Finance
Invoices, deposits, supplier pay
Review queue
Recent candidates
People operations
Staff and facilitator pool
Staffing rules
Availability logic
Supplier memory
Venues and partners
Post-event loop
Feedback capture
Questions
Smiley survey
Learning system
Pipeline and conversion analytics
Lost reasons
Why deals disappear
Review cockpit
Codex and intake outputs
Operating rule
Human approval stays here
Codex automations can prepare summaries, tasks, draft emails, and proposal notes here, but customer sends, public publishing, supplier commitments, and pricing promises remain review-first.
Markdown memory
Client, supplier, and project files
Internal judgement
Pricing and fit controls
Agent policy
Guardrails
Proposal blocks
Reusable proposal content
Access control
Admin users
Create user