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Complete Deliverables

Comprehensive progress assessment for production-ready AI Fulfillment System. Last updated: January 9, 2026

Executive Summary

Core Workflows

86%

Interfaces

Testing

65%

Documentation

90%

Training

Overall System

58%

Category 1: Core Workflows (86% Complete)

Completed Workflows (12/14)

Workflow	Status	Notes
WF1 - Content Pipeline	Complete	248/248 records processed
WF2 - Auto-Sync	Active	Runs daily at 16:00 UTC
WF3 - Client Import	Complete	1,875 clients imported
WF4 - New Client Webhook	Active	Filtered for "Gewonnen" status
WF5 - Zoom Recording Handler	Active	Awaiting real recording test
WF6 - Pre-Call Questions	Ready	Deployed, awaiting activation
WF7 - Circle Q&A	Active	Polling every 15 min (2,880/month)
WF8 - CSM Chat Interface	Active	RAG pipeline with GPT-4o
WF9 - Halftime Call Sync	Active	Close.io webhook
WF10 - Success Call Sync	Active	Close.io webhook
WF11 - Module Tracking	Active	~1,648 students tracked
WF12 - Error Recovery	Active	All workflows connected
WF13 - Weekly Reports	Active	Runs Monday at noon CET
WF14 - System Notifications	Active	Email alerts (needs SMTP credential)

Category 2: External Interfaces (0% Complete)

CSM Review Dashboard

Interface for CSM team to review, edit, and approve AI-generated answers. Recommended approach: AirTable Interface Designer (1-2 days).

Progress 0%

Monitoring Dashboard

Real-time system health visibility for operations team. Priority: MEDIUM (nice to have).

Progress 0%

Client Progress Portal

Optional client-facing view of their coaching journey. Priority: LOW (future enhancement).

Progress 0%

Category 3: Testing & Validation (65% Complete)

Unit Testing (90%)

Workflow connectivity - All 12 active workflows tested
API integrations - All APIs verified
Data transformations - AirTable, Supabase, Close.io
Error handling - WF12 tested with all workflows

Integration Testing (50%)

WF1 → WF2 (Content Sync)
WF3 → WF4 (Client Flow)
WF5 → WF1.3 (Zoom Transcription) - Needs real recording
WF9/WF10 → AirTable
WF11 → Memberspot
WF8 → Supabase Vector Search
WF7 → Circle (Q&A Flow)
WF6 → Google Forms - Ready for activation

User Acceptance Testing (0%)

CSM team training on WF8 (CSM Chat)
CSM team testing WF8 with real questions
Feedback collection and iteration
UAT sign-off from stakeholders

Category 4: Documentation (90% Complete)

Technical Documentation (95%)

README.md - Project overview
ARCHITECTURE.md - System design
WORKFLOW_STATUS.md - Current progress
PROJECT_ROADMAP.md - Strategic plan
14 Workflow Directives - SOPs for each workflow
N8N_EXECUTION_BUDGET.md - Execution safeguards
WORKFLOW_PRODUCTION_STATUS.md - Production checklist
API rate limit documentation
Disaster recovery procedures

User Documentation (0%)

CSM User Guide - How to use WF8 Chat Interface
Question Review Guide - Reviewing AI answers (WF7)
Error Handling Guide - Reading WF14 notifications

Training Materials (0%)

Video walkthroughs (Loom)
Quick reference cards
FAQ document

Category 5: Training & Handoff (0% Complete)

CSM Team Training

Train on WF8 (CSM Chat Interface)
Train on question review workflow
Train on error notification system (WF14)
Practice sessions with real questions
Q&A and feedback

Operations Team Training

Train on n8n workflow management
Train on error recovery procedures
Train on API credential management
Train on backup/restore procedures

Timeline to Production Launch

Week of Jan 9-15: Documentation & Setup

CSM documentation and training materials
Create .env.example template
Configure WF14 email credential

Week of Jan 16-20: CSM Interface

Build CSM Review Interface in AirTable
Test question review workflow

Week of Jan 21-24: Testing & Monitoring

End-to-end integration testing
Monitoring setup and backup procedures

Jan 27: CSM Training

2-hour training session with CSM team
Collect feedback and iterate

Jan 28: Production Launch

Final checklist verification
Production sign-off
Go live!