Internal access and reporting hub

Permissioned AI access, finance and SLA exports, internal SLAs

AI vendor users

275

9 parent companies

Quarterly spend

$0

Spend source wiring pending

Export jobs

5

Finance and SLA worker queues

AI resource index

163

2 sources connected

AI resources

Active Candidly roster matched to tool-specific account IDs.

20 GitHub matches / 0 Atlassian matches

Source status

Lumos is the current roster source; Rippling can replace it later.

Lumos

connected

Active roster source

310

GitHub

connected

FutureFuel org members loaded

41

Atlassian

not configured

Needs ATLASSIAN_BASE_URL and ATLASSIAN_EMAIL

0

Slack

not configured

Connector slot reserved

0

Notion

not configured

Connector slot reserved

0

CLAUDE.md index preview

Markdown table generated from the same matched directory.

| Name | Email | GitHub | Atlassian | Slack | Notion |
| --- | --- | --- | --- | --- | --- |
| Accounts Payable | ap@getcandidly.com |  |  |  |  |
| Accounts Receivable | ar@getcandidly.com |  |  |  |  |
| admin support | adminsupport@getcandidly.com |  |  |  |  |
| admin technical-support | technical_support@getcandidly.com |  |  |  |  |
| Adrian Garcia | adrian.garcia@getcandidly.com | agarcia-12 |  |  |  |
| Alejo Nazareno Sanabria Prassl | alejo.sanabria@getcandidly.com |  |  |  |  |
| Alex Lima | alex.lima@getcandidly.com | alexlima-ops |  |  |  |
| Alex Sparks | alex.sparks@becandidly.com |  |  |  |  |
| Alex Sparks | alex.sparks@gocandidly.com |  |  |  |  |
| Alex Sparks | alex.sparks@mycandidly.com |  |  |  |  |
| Alex Sparks | alex.sparks@withcandidly.com |  |  |  |  |
| Alexandria White | alexandria.white@getcandidly.com |  |  |  |  |
| Alexis Lorenc | alexis.lorenc@getcandidly.com |  |  |  |  |
| Allie George | allie.george@getcandidly.com |  |  |  |  |
| Andrew Blaho | andrew.blaho@becandidly.com |  |  |  |  |
| Andrew Blaho | andrew.blaho@getcandidly.com |  |  |  |  |
| Andrew Blaho | andrew.blaho@gocandidly.com |  |  |  |  |
| Andrew Blaho | andrew.blaho@mycandidly.com |  |  |  |  |
| Andrew Blaho | andrew.blaho@withcandidly.com |  |  |  |  |
| Anh Duy (Mike) Dao | mike@getcandidly.com |  |  |  |  |
| Anna Griffin | anna.griffin@getcandidly.com |  |  |  |  |
| Annie Lee | annie.lee@getcandidly.com |  |  |  |  |
| April Mellas | april.mellas@becandidly.com |  |  |  |  |
| April Mellas | april.mellas@getcandidly.com |  |  |  |  |
| April Mellas | april.mellas@mycandidly.com |  |  |  |  |
| April Mellas | april.mellas@withcandidly.com |  |  |  |  |
| Auna Avery | auna.avery@getcandidly.com |  |  |  |  |
| Ben Gaunt | ben.gaunt@becandidly.com |  |  |  |  |
| Ben Gaunt | ben.gaunt@getcandidly.com |  |  |  |  |
| Ben Gaunt | ben.gaunt@gocandidly.com |  |  |  |  |
| Ben Gaunt | ben.gaunt@mycandidly.com |  |  |  |  |
| Ben Gaunt | ben.gaunt@withcandidly.com |  |  |  |  |
| Benjamin Levine | ben@getcandidly.com |  |  |  |  |
| Benjamin Pace | benjamin.pace@getcandidly.com |  |  |  |  |
| bofa-zendesk bofa-zendesk | bofa-zendesk@getcandidly.com |  |  |  |  |
| bofaprodtest bofa | bofaprodtest@getcandidly.com |  |  |  |  |
| Brianna Jones | brianna@getcandidly.com | bfj5889 |  |  |  |
| Bruno Rezende | bruno.rezende@getcandidly.com |  |  |  |  |
| Candidly AI Concierge Candidly | concierge@getcandidly.com |  |  |  |  |
| Candidly Customer Support | jointusenonprod@getcandidly.com |  |  |  |  |
| candidly-automation candidly | candidly-automation@getcandidly.com |  |  |  |  |
| Carli Reddy | carli.reddy@getcandidly.com |  |  |  |  |
| Cecilia Schiebel | cecilia@getcandidly.com | ceciliaschiebel |  |  |  |
| Cheri DeBlasio | cherid@getcandidly.com |  |  |  |  |
| coaches coaching | coaches@getcandidly.com |  |  |  |  |
| Dair Ramirez | dair.ramirez@getcandidly.com |  |  |  |  |
| Data Science Hex Connector Candidly | sheets_hex_connector@getcandidly.com |  |  |  |  |
| David Correia | david.correia@getcandidly.com |  |  |  |  |
| David Sauro | dave@getcandidly.com | davidsauro |  |  |  |
| Deirdre Bertrand | deirdre.bertrand@getcandidly.com |  |  |  |  |
| Ed Fink | ed.fink@getcandidly.com |  |  |  |  |
| Elizabeth Allin | elizabeth@getcandidly.com |  |  |  |  |
| Emily Bernard | emily.bernard@getcandidly.com |  |  |  |  |
| Equity * | equity@getcandidly.com |  |  |  |  |
| Erica Miller | erica.miller@getcandidly.com |  |  |  |  |
| Frank Steinberg | frank@getcandidly.com | franksteinberg |  |  |  |
| Geraldine Torres Santiago | geraldine.torres-santiago@getcandidly.com |  |  |  |  |
| guild help | guildhelp@getcandidly.com |  |  |  |  |
| Guillermo Harriague | guillermo.harriague@getcandidly.com | guillermoharriague |  |  |  |
| Hailey Tran | hailey.tran@getcandidly.com |  |  |  |  |
| Haoyuan Li | matt.li@getcandidly.com |  |  |  |  |
| help help | help@getcandidly.com |  |  |  |  |
| Hillary Helmling | hillary.helmling@getcandidly.com | hillaryhelmling-png |  |  |  |
| Humzah Farrukh | humzah.farrukh@getcandidly.com |  |  |  |  |
| infra-automations candidly | infra-automations@getcandidly.com |  |  |  |  |
| infrastructure alerts | infrastructurealerts@getcandidly.com |  |  |  |  |
| Internal support notification Zendesk | internal-support-notification@getcandidly.com |  |  |  |  |
| Jacob Ehrenreich | jacob.ehrenreich@becandidly.com |  |  |  |  |
| Jacob Ehrenreich | jacob.ehrenreich@gocandidly.com |  |  |  |  |
| Jacob Ehrenreich | jacob.ehrenreich@mycandidly.com |  |  |  |  |
| Jacob Ehrenreich | jacob.ehrenreich@withcandidly.com |  |  |  |  |
| James Sheridan | james.sheridan@getcandidly.com |  |  |  |  |
| Jennifer Grapentine | jennifer.grapentine@getcandidly.com |  |  |  |  |
| Jennifer Shivamber | jennifer.shivamber@getcandidly.com |  |  |  |  |
| Jordan Klein | jordan.klein@becandidly.com |  |  |  |  |
| Jordan Klein | jordan.klein@getcandidly.com |  |  |  |  |
| Jordan Klein | jordan.klein@gocandidly.com |  |  |  |  |
| Jordan Klein | jordan.klein@mycandidly.com |  |  |  |  |
| Jordan Klein | jordan.klein@withcandidly.com |  |  |  |  |
| karl schaffer | karl.schaffer@withcandidly.com |  |  |  |  |
NameEmailGitHubAtlassianSlackNotionConfidence
Accounts Payableap@getcandidly.comNot matchedNot matchedPendingPendingnone
Accounts Receivablear@getcandidly.comNot matchedNot matchedPendingPendingnone
admin supportadminsupport@getcandidly.comNot matchedNot matchedPendingPendingnone
admin technical-supporttechnical_support@getcandidly.comNot matchedNot matchedPendingPendingnone
Adrian Garciaadrian.garcia@getcandidly.comagarcia-12Not matchedPendingPendingmedium
Alejo Nazareno Sanabria Prasslalejo.sanabria@getcandidly.comNot matchedNot matchedPendingPendingnone
Alex Limaalex.lima@getcandidly.comalexlima-opsNot matchedPendingPendinghigh
Alex Sparksalex.sparks@becandidly.comNot matchedNot matchedPendingPendingnone
Alex Sparksalex.sparks@gocandidly.comNot matchedNot matchedPendingPendingnone
Alex Sparksalex.sparks@mycandidly.comNot matchedNot matchedPendingPendingnone
Alex Sparksalex.sparks@withcandidly.comNot matchedNot matchedPendingPendingnone
Alexandria Whitealexandria.white@getcandidly.comNot matchedNot matchedPendingPendingnone
Alexis Lorencalexis.lorenc@getcandidly.comNot matchedNot matchedPendingPendingnone
Allie Georgeallie.george@getcandidly.comNot matchedNot matchedPendingPendingnone
Andrew Blahoandrew.blaho@becandidly.comNot matchedNot matchedPendingPendingnone
Andrew Blahoandrew.blaho@getcandidly.comNot matchedNot matchedPendingPendingnone
Andrew Blahoandrew.blaho@gocandidly.comNot matchedNot matchedPendingPendingnone
Andrew Blahoandrew.blaho@mycandidly.comNot matchedNot matchedPendingPendingnone
Andrew Blahoandrew.blaho@withcandidly.comNot matchedNot matchedPendingPendingnone
Anh Duy (Mike) Daomike@getcandidly.comNot matchedNot matchedPendingPendingnone
Anna Griffinanna.griffin@getcandidly.comNot matchedNot matchedPendingPendingnone
Annie Leeannie.lee@getcandidly.comNot matchedNot matchedPendingPendingnone
April Mellasapril.mellas@becandidly.comNot matchedNot matchedPendingPendingnone
April Mellasapril.mellas@getcandidly.comNot matchedNot matchedPendingPendingnone
April Mellasapril.mellas@mycandidly.comNot matchedNot matchedPendingPendingnone
April Mellasapril.mellas@withcandidly.comNot matchedNot matchedPendingPendingnone
Auna Averyauna.avery@getcandidly.comNot matchedNot matchedPendingPendingnone
Ben Gauntben.gaunt@becandidly.comNot matchedNot matchedPendingPendingnone
Ben Gauntben.gaunt@getcandidly.comNot matchedNot matchedPendingPendingnone
Ben Gauntben.gaunt@gocandidly.comNot matchedNot matchedPendingPendingnone
Ben Gauntben.gaunt@mycandidly.comNot matchedNot matchedPendingPendingnone
Ben Gauntben.gaunt@withcandidly.comNot matchedNot matchedPendingPendingnone
Benjamin Levineben@getcandidly.comNot matchedNot matchedPendingPendingnone
Benjamin Pacebenjamin.pace@getcandidly.comNot matchedNot matchedPendingPendingnone
bofa-zendesk bofa-zendeskbofa-zendesk@getcandidly.comNot matchedNot matchedPendingPendingnone
bofaprodtest bofabofaprodtest@getcandidly.comNot matchedNot matchedPendingPendingnone
Brianna Jonesbrianna@getcandidly.combfj5889Not matchedPendingPendingmedium
Bruno Rezendebruno.rezende@getcandidly.comNot matchedNot matchedPendingPendingnone
Candidly AI Concierge Candidlyconcierge@getcandidly.comNot matchedNot matchedPendingPendingnone
Candidly Customer Supportjointusenonprod@getcandidly.comNot matchedNot matchedPendingPendingnone
candidly-automation candidlycandidly-automation@getcandidly.comNot matchedNot matchedPendingPendingnone
Carli Reddycarli.reddy@getcandidly.comNot matchedNot matchedPendingPendingnone
Cecilia Schiebelcecilia@getcandidly.comceciliaschiebelNot matchedPendingPendingmedium
Cheri DeBlasiocherid@getcandidly.comNot matchedNot matchedPendingPendingnone
coaches coachingcoaches@getcandidly.comNot matchedNot matchedPendingPendingnone
Dair Ramirezdair.ramirez@getcandidly.comNot matchedNot matchedPendingPendingnone
Data Science Hex Connector Candidlysheets_hex_connector@getcandidly.comNot matchedNot matchedPendingPendingnone
David Correiadavid.correia@getcandidly.comNot matchedNot matchedPendingPendingnone
David Saurodave@getcandidly.comdavidsauroNot matchedPendingPendingmedium
Deirdre Bertranddeirdre.bertrand@getcandidly.comNot matchedNot matchedPendingPendingnone
Ed Finked.fink@getcandidly.comNot matchedNot matchedPendingPendingnone
Elizabeth Allinelizabeth@getcandidly.comNot matchedNot matchedPendingPendingnone
Emily Bernardemily.bernard@getcandidly.comNot matchedNot matchedPendingPendingnone
Equity *equity@getcandidly.comNot matchedNot matchedPendingPendingnone
Erica Millererica.miller@getcandidly.comNot matchedNot matchedPendingPendingnone
Frank Steinbergfrank@getcandidly.comfranksteinbergNot matchedPendingPendingmedium
Geraldine Torres Santiagogeraldine.torres-santiago@getcandidly.comNot matchedNot matchedPendingPendingnone
guild helpguildhelp@getcandidly.comNot matchedNot matchedPendingPendingnone
Guillermo Harriagueguillermo.harriague@getcandidly.comguillermoharriagueNot matchedPendingPendingmedium
Hailey Tranhailey.tran@getcandidly.comNot matchedNot matchedPendingPendingnone
Haoyuan Limatt.li@getcandidly.comNot matchedNot matchedPendingPendingnone
help helphelp@getcandidly.comNot matchedNot matchedPendingPendingnone
Hillary Helmlinghillary.helmling@getcandidly.comhillaryhelmling-pngNot matchedPendingPendingmedium
Humzah Farrukhhumzah.farrukh@getcandidly.comNot matchedNot matchedPendingPendingnone
infra-automations candidlyinfra-automations@getcandidly.comNot matchedNot matchedPendingPendingnone
infrastructure alertsinfrastructurealerts@getcandidly.comNot matchedNot matchedPendingPendingnone
Internal support notification Zendeskinternal-support-notification@getcandidly.comNot matchedNot matchedPendingPendingnone
Jacob Ehrenreichjacob.ehrenreich@becandidly.comNot matchedNot matchedPendingPendingnone
Jacob Ehrenreichjacob.ehrenreich@gocandidly.comNot matchedNot matchedPendingPendingnone
Jacob Ehrenreichjacob.ehrenreich@mycandidly.comNot matchedNot matchedPendingPendingnone
Jacob Ehrenreichjacob.ehrenreich@withcandidly.comNot matchedNot matchedPendingPendingnone
James Sheridanjames.sheridan@getcandidly.comNot matchedNot matchedPendingPendingnone
Jennifer Grapentinejennifer.grapentine@getcandidly.comNot matchedNot matchedPendingPendingnone
Jennifer Shivamberjennifer.shivamber@getcandidly.comNot matchedNot matchedPendingPendingnone
Jordan Kleinjordan.klein@becandidly.comNot matchedNot matchedPendingPendingnone
Jordan Kleinjordan.klein@getcandidly.comNot matchedNot matchedPendingPendingnone
Jordan Kleinjordan.klein@gocandidly.comNot matchedNot matchedPendingPendingnone
Jordan Kleinjordan.klein@mycandidly.comNot matchedNot matchedPendingPendingnone
Jordan Kleinjordan.klein@withcandidly.comNot matchedNot matchedPendingPendingnone
karl schafferkarl.schaffer@withcandidly.comNot matchedNot matchedPendingPendingnone

Finance

Vendor access rolls up related Lumos entries before drilldown.

Lumos live: 13 AI apps / 169 total

Anthropic

2 Lumos app entries grouped as Anthropic

Users

87

Qtr spend

$0

Entries

Anthropic (Claude), Claude AI

NameEmailDepartmentAccessActivitySource
Alejo Sanabriaalejo.sanabria@getcandidly.comUnknownClaude AINo activityMANUAL
Alex Limaalex.lima@getcandidly.comUnknownClaude AINo activityMANUAL
Alex Sparksalex.sparks@getcandidly.comUnknownClaude AINo activityMANUAL
Alexandria Whitealexandria.white@getcandidly.comUnknownClaude AINo activityMANUAL
Allie Georgeallie.george@getcandidly.comUnknownClaude AINo activityMANUAL
Amber Moulderamber.moulder@getcandidly.comUnknownClaude AINo activityMANUAL
Andrew Blahoandrew.blaho@getcandidly.comUnknownClaude AINo activityMANUAL
Anna Griffinanna.griffin@getcandidly.comUnknownClaude AINo activityMANUAL
Annie Leeannie.lee@getcandidly.comUnknownClaude AINo activityMANUAL
Anthony Pirisanthony.piris@getcandidly.comUnknownClaude AINo activityMANUAL
April Mellasapril.mellas@getcandidly.comUnknownClaude AINo activityMANUAL
Ben Gauntben.gaunt@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH, MANUAL
Benben@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH
Briannabrianna@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH, MANUAL
Bruno Rezendebruno.rezende@getcandidly.comUnknownClaude AINo activityMANUAL
Carli Reddycarli.reddy@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH, MANUAL
Carmen Perezcarmen.perez@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH
Ceciliacecilia@getcandidly.comUnknownClaude AINo activityMANUAL
Dair Ramirezdair.ramirez@getcandidly.comUnknownClaude AINo activityMANUAL
David Correiadavid.correia@getcandidly.comUnknownClaude AINo activityMANUAL
Deirdre Bertranddeirdre.bertrand@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH, MANUAL
Ed Finked.fink@getcandidly.comUnknownClaude AINo activityMANUAL
Elizabeth Eichelbergerelizabeth.eichelberger@getcandidly.comUnknownClaude AINo activityMANUAL
Emily Bernardemily.bernard@getcandidly.comUnknownClaude AINo activityMANUAL
Enjoli Ramseyenjoli.ramsey@getcandidly.comUnknownClaude AINo activityMANUAL
Fabian Amayafabian.amaya@getcandidly.comUnknownClaude AINo activityMANUAL
Frankfrank@getcandidly.comUnknownClaude AINo activityMANUAL
Guillermo Harriagueguillermo.harriague@getcandidly.comUnknownClaude AINo activityMANUAL
Hannah Connellyhannah.connelly@getcandidly.comUnknownClaude AINo activityMANUAL
Heather Huangheather.huang@getcandidly.comUnknownClaude AINo activityMANUAL
Hillary Helmlinghillary.helmling@getcandidly.comUnknownClaude AINo activityMANUAL
Humzah Farrukhhumzah.farrukh@getcandidly.comUnknownClaude AINo activityMANUAL
Jacob Ehrenreichjacob.ehrenreich@getcandidly.comUnknownClaude AINo activityMANUAL
James Sheridanjames.sheridan@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH, MANUAL
Jennifer Grapentinejennifer.grapentine@getcandidly.comUnknownClaude AINo activityMANUAL
Jennifer Shivamberjennifer.shivamber@getcandidly.comUnknownClaude AINo activityMANUAL
Jordan Kleinjordan.klein@getcandidly.comUnknownClaude AINo activityMANUAL
Karl Schafferkarl.schaffer@getcandidly.comUnknownClaude AINo activityMANUAL
Katherine Peckkatherine.peck@getcandidly.comUnknownClaude AINo activityMANUAL
Kathleen Barkleykathleen.barkley@getcandidly.comUnknownClaude AINo activityMANUAL
Kevin Solankevin.solan@getcandidly.comUnknownClaude AINo activityMANUAL
Kia Afzalikia.afzali@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH
Kimberly Cheakimberly.chea@getcandidly.comUnknownClaude AINo activityMANUAL
Kristen Lawrenzkristen.lawrenz@getcandidly.comUnknownClaude AINo activityMANUAL
Lydialydia@getcandidly.comUnknownClaude AINo activityMANUAL
Magali Rodriguespiresmagali.rodriguespires@getcandidly.comUnknownClaude AINo activityMANUAL
Marco Martellinimarco.martellini@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH, MANUAL
Matt Limatt.li@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH, MANUAL
Meera Olivameera.oliva@getcandidly.comUnknownClaude AINo activityMANUAL
Michael Kosoffmichael.kosoff@getcandidly.comUnknownClaude AINo activityMANUAL
Michael Rodriguezmichael.rodriguez@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH, MANUAL
Michaelamichaela@getcandidly.comUnknownClaude AINo activityMANUAL
Mikemike@getcandidly.comUnknownClaude AINo activityMANUAL
Mohitmohit@getcandidly.comUnknownClaude AINo activityMANUAL
Nai Rodrigueznai.rodriguez@getcandidly.comUnknownClaude AINo activityMANUAL
Nathan Sweetnathan.sweet@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH
Nicolas Decavelnicolas.decavel@getcandidly.comUnknownClaude AINo activityMANUAL
Nikoly Babikiannikoly.babikian@getcandidly.comUnknownClaude AINo activityMANUAL
Nunonuno@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH, MANUAL
Olena Dudkaolena.dudka@getcandidly.comUnknownClaude AINo activityMANUAL
Olivia Demaigretolivia.demaigret@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH, MANUAL
Patrick Hendershottpatrick.hendershott@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH
Pedro Unaspedro.unas@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH, MANUAL
Perrin Belzerperrin.belzer@getcandidly.comUnknownClaude AINo activityMANUAL
Rhea Nirkondarrhea.nirkondar@getcandidly.comUnknownClaude AINo activityMANUAL
Robin Roylancerobin.roylance@getcandidly.comUnknownClaude AINo activityMANUAL
Rodrigorodrigo@getcandidly.comUnknownClaude AINo activityMANUAL
Roselyne Wayieraroselyne.wayiera@getcandidly.comUnknownClaude AINo activityMANUAL
Ruben Fonsecaruben.fonseca@getcandidly.comUnknownClaude AINo activityMANUAL
Ryan Derksonryan.derkson@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH, MANUAL
Ryan Hikelryan.hikel@getcandidly.comUnknownClaude AINo activityMANUAL
Sally Pinedasally.pineda@getcandidly.comUnknownClaude AINo activityMANUAL
Samsam@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH, MANUAL
Samantha Paranzinesamantha.paranzine@getcandidly.comUnknownClaude AINo activityMANUAL
Sergiosergio@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH
Sheetalsheetal@getcandidly.comUnknownClaude AINo activityMANUAL
Steve Burnssteve.burns@getcandidly.comUnknownClaude AINo activityMANUAL
Stevesteve@getcandidly.comUnknownClaude AINo activityMANUAL
Tanya Cordertanya.corder@getcandidly.comUnknownClaude AINo activityMANUAL
Tiago Raposeiratiago.raposeira@getcandidly.comUnknownClaude AINo activityMANUAL
Tiagostiagos@getcandidly.comUnknownClaude AINo activityMANUAL
Tony Anceljtony.ancelj@getcandidly.comUnknownClaude AINo activityMANUAL
Tristan Sinclairtristan.sinclair@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH
Vanessa Floresvanessa.flores@getcandidly.comUnknownClaude AINo activityMANUAL
Varun Bopardikarvarun.bopardikar@getcandidly.comUnknownClaude AINo activityMANUAL
Vinicius Siqueiravinicius.siqueira@getcandidly.comUnknownClaude AINo activityGSUITE_OAUTH, MANUAL
Wilfred Morriswilfred.morris@getcandidly.comUnknownClaude AINo activityMANUAL

Cursor

2 Lumos app entries grouped as Cursor

Users

56

Qtr spend

$0

Entries

Cursor, Cursor

NameEmailDepartmentAccessActivitySource
Adrian Garciaadrian.garcia@getcandidly.comUnknownCursor2026-06-01T21:07:13LUMOS_INTEGRATION
Alejo Sanabriaalejo.sanabria@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Alex Limaalex.lima@getcandidly.comUnknownCursorNo activityGSUITE_OAUTH, MANUAL
Alexandria Whitealexandria.white@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Anthony Pirisanthony.piris@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Benben@getcandidly.comUnknownCursorNo activityGSUITE_OAUTH
Benjamin Pacebenjamin.pace@getcandidly.comUnknownCursorNo activityGSUITE_OAUTH
Briannabrianna@getcandidly.comUnknownCursor2026-06-02T02:46:19LUMOS_INTEGRATION
Bruno Rezendebruno.rezende@getcandidly.comUnknownCursor2026-05-12T09:57:13LUMOS_INTEGRATION
Carmen Perezcarmen.perez@getcandidly.comUnknownCursorNo activityGSUITE_OAUTH
Ceciliacecilia@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Davedave@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
David Correiadavid.correia@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Elison Queirozelison.queiroz@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Emily Bernardemily.bernard@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Ericeric@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Frankfrank@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Guillermo Harriagueguillermo.harriague@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Hailey Tranhailey.tran@getcandidly.comUnknownCursor2026-06-02T17:32:46LUMOS_INTEGRATION
Hillary Helmlinghillary.helmling@getcandidly.comUnknownCursor2026-06-01T21:18:08LUMOS_INTEGRATION
John Condejohn.conde@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Kafuko Wilsonkafuko.wilson@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Kia Afzalikia.afzali@getcandidly.comUnknownCursorNo activityGSUITE_OAUTH
Larsen Weiglelarsen.weigle@getcandidly.comUnknownCursorNo activityGSUITE_OAUTH
Lauren Edgertonlauren.edgerton@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Leticia Massenanleticia.massenan@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Magali Rodriguespiresmagali.rodriguespires@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Marco Martellinimarco.martellini@getcandidly.comUnknownCursor2026-06-01T21:05:00LUMOS_INTEGRATION
Matt Limatt.li@getcandidly.comUnknownCursor2026-05-21T21:09:21LUMOS_INTEGRATION
Michael Kosoffmichael.kosoff@getcandidly.comUnknownCursorNo activityGSUITE_OAUTH
Michael Rodriguezmichael.rodriguez@getcandidly.comUnknownCursor2026-06-01T21:29:51LUMOS_INTEGRATION
Mikemike@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Mohitmohit@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Nunonuno@getcandidly.comUnknownCursor2026-05-23T09:27:19LUMOS_INTEGRATION
Odeke Anguloodeke.angulo@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Okeke Chukwuemekaokeke.chukwuemeka@getcandidly.comUnknownCursorNo activityGSUITE_OAUTH
Olena Dudkaolena.dudka@getcandidly.comUnknownCursor2026-05-20T12:43:46LUMOS_INTEGRATION
Patrick Hendershottpatrick.hendershott@getcandidly.comUnknownCursorNo activityGSUITE_OAUTH
Pedro Limapedro.lima@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Pedro Unaspedro.unas@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Rodrigorodrigo@getcandidly.comUnknownCursor2026-06-03T01:20:16LUMOS_INTEGRATION
Roselyne Wayieraroselyne.wayiera@getcandidly.comUnknownCursor2026-05-27T15:40:33LUMOS_INTEGRATION
Ruben Fonsecaruben.fonseca@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Rubenruben@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Ryan Hikelryan.hikel@getcandidly.comUnknownCursor2026-05-28T15:11:15LUMOS_INTEGRATION
Samsam@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Sergiosergio@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Shanice Dennis Russellshanice.dennis-russell@getcandidly.comUnknownCursorNo activityGSUITE_OAUTH
Sheetalsheetal@getcandidly.comUnknownCursorNo activityGSUITE_OAUTH, MANUAL
Steve Burnssteve.burns@getcandidly.comUnknownCursor2026-06-01T21:35:55LUMOS_INTEGRATION
Steven Delgadosteven.delgado@getcandidly.comUnknownCursorNo activityGSUITE_OAUTH
Tiago Raposeiratiago.raposeira@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Tiagostiagos@getcandidly.comUnknownCursorNo activityLUMOS_INTEGRATION
Tristan Sinclairtristan.sinclair@getcandidly.comUnknownCursor2026-05-26T20:24:01LUMOS_INTEGRATION
Varun Bopardikarvarun.bopardikar@getcandidly.comUnknownCursor2026-06-01T20:57:59LUMOS_INTEGRATION
William Zimmermanwilliam.zimmerman@getcandidly.comUnknownCursorNo activityGSUITE_OAUTH

GitHub

1 Lumos app entries grouped as GitHub

Users

1

Qtr spend

$0

Entries

Github Copilot

NameEmailDepartmentAccessActivitySource
Frankfrank@getcandidly.comUnknownGithub CopilotNo activityMANUAL

Krisp

1 Lumos app entries grouped as Krisp

Users

1

Qtr spend

$0

Entries

Krisp

NameEmailDepartmentAccessActivitySource
Paul Kovarskypaul.kovarsky@getcandidly.comUnknownKrispNo activityMICROSOFT_OAUTH

Midjourney

1 Lumos app entries grouped as Midjourney

Users

4

Qtr spend

$0

Entries

Midjourney

NameEmailDepartmentAccessActivitySource
Alexandria Whitealexandria.white@getcandidly.comUnknownMidjourneyNo activityGSUITE_OAUTH
Benben@getcandidly.comUnknownMidjourneyNo activityGSUITE_OAUTH
Michael Kosoffmichael.kosoff@getcandidly.comUnknownMidjourneyNo activityGSUITE_OAUTH
Patrick Hendershottpatrick.hendershott@getcandidly.comUnknownMidjourneyNo activityGSUITE_OAUTH

OpenAI

3 Lumos app entries grouped as OpenAI

Users

81

Qtr spend

$0

Entries

GPTrends, Open AI API Console, Open AI/Chatgpt

NameEmailDepartmentAccessActivitySource
Adrian Garciaadrian.garcia@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH, MANUAL
Alejo Sanabriaalejo.sanabria@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH, MANUAL
Alex Austinalex.austin@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Alex Limaalex.lima@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Alexandria Whitealexandria.white@getcandidly.comUnknownOpen AI/ChatgptNo activityMANUAL
Allie Georgeallie.george@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Amber Moulderamber.moulder@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Anna Griffinanna.griffin@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Annys Baiannys.bai@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Anthony Pirisanthony.piris@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Auna Averyauna.avery@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Benben@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_DEEP_INBOX, GSUITE_OAUTH
Benjamin Pacebenjamin.pace@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Briannabrianna@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH, MANUAL
Brittany Tonybrittany.tony@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Bruno Rezendebruno.rezende@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH, MANUAL
Carmen Perezcarmen.perez@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Dair Ramirezdair.ramirez@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Davedave@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH, MANUAL
David Correiadavid.correia@getcandidly.comUnknownOpen AI/ChatgptNo activityMANUAL
Ed Finked.fink@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Elison Queirozelison.queiroz@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Emily Bernardemily.bernard@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Ericeric@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Geraldine Torres Santiagogeraldine.torres-santiago@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Guillermo Harriagueguillermo.harriague@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Hannah Connellyhannah.connelly@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Hillary Helmlinghillary.helmling@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
James Sheridanjames.sheridan@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Jordan Kleinjordan.klein@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Kafuko Wilsonkafuko.wilson@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Karl Schafferkarl.schaffer@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Katherine Peckkatherine.peck@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Kathleen Barkleykathleen.barkley@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Kevin Solankevin.solan@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Kia Afzalikia.afzali@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Larsen Weiglelarsen.weigle@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Lauren Elkinslauren.elkins@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_DEEP_INBOX
Lydialydia@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Magali Rodriguespiresmagali.rodriguespires@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Marco Martellinimarco.martellini@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Matt Limatt.li@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH, MANUAL
Meera Olivameera.oliva@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Michael Kosoffmichael.kosoff@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_DEEP_INBOX, GSUITE_OAUTH, MANUAL
Michael Rodriguezmichael.rodriguez@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Michaelamichaela@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Mike Sowamike.sowa@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Mikemike@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Mohitmohit@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Nathan Sweetnathan.sweet@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_DEEP_INBOX, GSUITE_OAUTH
Nicknick@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Nikoly Babikiannikoly.babikian@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH, MANUAL
Nunonuno@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH, MANUAL
Okeke Chukwuemekaokeke.chukwuemeka@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Olivia Demaigretolivia.demaigret@getcandidly.comUnknownGPTrendsNo activityMANUAL
Patrick Hendershottpatrick.hendershott@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Paul Kovarskypaul.kovarsky@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Pedro Limapedro.lima@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Pedro Unaspedro.unas@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Rhea Nirkondarrhea.nirkondar@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Rodrigorodrigo@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH, MANUAL
Roselyne Wayieraroselyne.wayiera@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Ross Orthweinross.orthwein@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Ruben Fonsecaruben.fonseca@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Ryan Derksonryan.derkson@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Sally Pinedasally.pineda@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Sam Shoemakersam.shoemaker@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Samsam@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_DEEP_INBOX, GSUITE_OAUTH
Samantha Paranzinesamantha.paranzine@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Sergiosergio@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH, MANUAL
Sheetalsheetal@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH, MANUAL
Steve Burnssteve.burns@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH, MANUAL
Stevesteve@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Steven Delgadosteven.delgado@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Tiago Raposeiratiago.raposeira@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH, MANUAL
Tiagostiagos@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH, MANUAL
Tony Anceljtony.ancelj@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH, MANUAL
Tristan Sinclairtristan.sinclair@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Vanessa Floresvanessa.flores@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH
Vinicius Siqueiravinicius.siqueira@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH, MANUAL
Wilfred Morriswilfred.morris@getcandidly.comUnknownOpen AI/ChatgptNo activityGSUITE_OAUTH

Otter.ai

1 Lumos app entries grouped as Otter.ai

Users

8

Qtr spend

$0

Entries

Otter

NameEmailDepartmentAccessActivitySource
Carli Reddycarli.reddy@getcandidly.comUnknownOtterNo activityGSUITE_OAUTH
Elizabeth Eichelbergerelizabeth.eichelberger@getcandidly.comUnknownOtterNo activityGSUITE_OAUTH
James Sheridanjames.sheridan@getcandidly.comUnknownOtterNo activityGSUITE_OAUTH
Kristen Lawrenzkristen.lawrenz@getcandidly.comUnknownOtterNo activityGSUITE_OAUTH
Laurellaurel@getcandidly.comUnknownOtterNo activityGSUITE_OAUTH
Lydialydia@getcandidly.comUnknownOtterNo activityGSUITE_DEEP_INBOX, GSUITE_OAUTH
Michael Rodriguezmichael.rodriguez@getcandidly.comUnknownOtterNo activityGSUITE_OAUTH
Wilfred Morriswilfred.morris@getcandidly.comUnknownOtterNo activityGSUITE_OAUTH

Reclaim.ai

1 Lumos app entries grouped as Reclaim.ai

Users

8

Qtr spend

$0

Entries

Reclaim.ai

NameEmailDepartmentAccessActivitySource
Annys Baiannys.bai@getcandidly.comUnknownReclaim.aiNo activityGSUITE_OAUTH
Dair Ramirezdair.ramirez@getcandidly.comUnknownReclaim.aiNo activityGSUITE_OAUTH
Davedave@getcandidly.comUnknownReclaim.aiNo activityGSUITE_OAUTH
Javier Naverojavier.navero@getcandidly.comUnknownReclaim.aiNo activityGSUITE_OAUTH
Kevin Solankevin.solan@getcandidly.comUnknownReclaim.aiNo activityGSUITE_OAUTH
Marco Martellinimarco.martellini@getcandidly.comUnknownReclaim.aiNo activityGSUITE_DEEP_INBOX, GSUITE_OAUTH
Michaelamichaela@getcandidly.comUnknownReclaim.aiNo activityGSUITE_OAUTH
Samantha Paranzinesamantha.paranzine@getcandidly.comUnknownReclaim.aiNo activityGSUITE_OAUTH

warmly

1 Lumos app entries grouped as warmly

Users

29

Qtr spend

$0

Entries

warmly

NameEmailDepartmentAccessActivitySource
Allie Georgeallie.george@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Anna Griffinanna.griffin@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Ashley Ayodeleashley.ayodele@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Benben@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Carli Reddycarli.reddy@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Ceciliacecilia@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Ed Finked.fink@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Emily Bernardemily.bernard@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Erica Millererica.miller@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Frankfrank@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Javier Naverojavier.navero@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Jennifer Shivamberjennifer.shivamber@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Jordan Kleinjordan.klein@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Jorge Davymendezjorge.davymendez@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Katherine Peckkatherine.peck@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Keisha Ennonkeisha.ennon@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Kwalkerkwalker@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Larry Sanfordlarry.sanford@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Laura Voskovalaura.voskova@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Marco Martellinimarco.martellini@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Mohitmohit@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Mulumba Nasfmulumba.nasf@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Nicknick@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Omar Ahmadyomar.ahmady@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Paul Kovarskypaul.kovarsky@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Perrin Belzerperrin.belzer@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Samsam@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Samantha Murphysamantha.murphy@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX
Zainabzainab@getcandidly.comUnknownwarmlyNo activityGSUITE_DEEP_INBOX

Background report queue

Accepted jobs include an S3 export target scoped to the user.

ReportCadenceOwnerStatusQueue
Quarterly Hailey spending report for EmpowerQuarterlyFinanceNeeds source mapping
Maintenance vs. R&D ratioQuarterlyFinanceDraft
AI vendor access and spend rollupMonthlyFinance / EngineeringReady

Internal SLAs

SLA exports are first; the connected dashboard comes after network access is mapped.

Local prototype first

SLA export queue

Client-filtered exports persist to the requester's S3 export path.

SLA dashboard build stage

Exports

Available as queued worker jobs

Dashboard

Last major build-out

Network

Existing-system access still pending

Prototype

Can run from local environment first

WorkflowAudienceTargetOwnerSource
Production incident acknowledgementClient SuccessP1 within 15 minutes; P2 within 1 business hourEngineering leadershipInternal SLA
Client data pull estimateClient SuccessInitial estimate within 1 business dayData / EngineeringInternal SLA
Quarterly finance report refreshFinanceQueued by quarter close plus 3 business daysFinance OperationsReport queue
AI access review exceptionFinance / ITManual override reviewed within 2 business daysSystem adminProvisioning policy

Provisioning

Manual override now; Rippling manager later.

Email as username

Cognito keeps email on profile and account recovery paths.

OTP/TOTP MFA

MFA challenge routes are ready for SMS, email OTP, or authenticator-app codes.

New account override

Export storage

User prefix first, file type second, raw emails excluded.

users/<cognito-sub-or-email-hash>/finance-report/dashboard/<report>/<date>/<job-id>.xlsxusers/<cognito-sub-or-email-hash>/sla/client-<client-id>/<export>/<date>/<job-id>.csv

This supports user-scoped object policies and keeps export history persistent after report generation finishes.

AWS platform path

AWS hosts the workload publicly first; Cloudflare is a later access-control step.

Cloudflare

Deferred until the app is ready to lock down

AWS web app

Next.js on ECS/Fargate, EC2, App Runner, or Amplify

CloudWatch

Structured page-view and action logs

SQS worker

Report generation on separate compute

S3 exports

Persistent user-scoped output objects

Open inputs

Required before live AWS and Lumos wiring.

  • AWS account access for the Candidly AI account in us-east-2.
  • Cloudflare access path is intentionally deferred until the public AWS version is worth locking down.
  • Lumos API key and the exact app IDs that should map into Anthropic, OpenAI, and any other vendor groups.
  • Source system for the Hailey Empower report and the maintenance vs. R&D allocation rules.
  • SLA source-system network paths for CloudWatch HTTPS logs and the local database fallback.