Onboarding session: access and timing

Email thread

Callie Brennan asked Dan Hosken for written source access, a field list and a working session. Dan offered two slots but said Matt must approve the service accounts, so timing is not firm. Logistical thread.

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As at Fri 9 Oct 2026

Callie Brennan asked Dan Hosken for written source access, a field list and a working session. Dan offered two slots but said Matt must approve the service accounts, so timing is not firm. Logistical thread.

Ask: Callie wants read-only service accounts, the fields the team relies on and a couple of uninterrupted hours. She will not start any connector until access is in writing.

Customer view: Dan is cooperative and will send the field list ahead of the session. He cannot promise the accounts by Wednesday because Matt must approve them.

Next: Dan confirms the day once Matt replies. The first refresh depends on that approval.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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The thread

Updated 9 Oct 26

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First message2024-01-04

Last message2024-01-04

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Callie Brennan 4 Jan 2024 16:04
to Dan Hosken
Hi Dan, Thanks for your time on the kickoff call. Kerensa tells me you'll be the day-to-day admin on your side, so I'd like to book a working session with you to start connecting your sources. What I need from your side is: - written access for each source system we're connecting, ideally a read-only service account - a list of which fields your team relies on when reviewing a client's temperature-excursion tickets and contract reviews - a couple of hours with you, uninterrupted I won't start any connector until the access is in writing, so the sooner it arrives the sooner your first refresh lands. Which day next week suits you? Thanks, Callie
Dan Hosken 4 Jan 2024 17:41
to Callie Brennan
Hi Callie, Thanks for this. Wednesday afternoon or Friday morning would work for the session next week. I can get the service accounts requested tomorrow, but Matt needs to approve them, so I can't promise they'll all be in place by Wednesday. I'll send the field list ahead of the session, it's mostly in a spreadsheet I already keep. I'll confirm which day once I've heard back from Matt. Regards, Dan

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Data	Records
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People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
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News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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