Agent last ran 24 Sept, 06:01Run agent
Review mode: sign-in is switched off, so anyone with the link can view and edit. Turn it back on by removing CRM_OPEN_ACCESS=1 from the server’s .env and restarting.

Sources

Everything the system has read: emails and attachments from projects@yourconsultationgroup.com, files from the drop folder, transcripts you paste, uploads, and web pages the agent researched. New sources are read on the next agent run.

Paste a transcript or note

Upload a file

Spreadsheets, PDFs, Word files and text. The agent reads text-like files directly and extracts the rest on its next run. On the server you can also drop files into /opt/ycg-crm/data/drop.

SourceKindFromReceivedStatus
Fw: VAT post
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge23 Sept
(no subject)
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge23 Sept
(no subject)
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge23 Sept
Bolton
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge23 Sept
Discovery Meeting T Lear/YCG
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge23 Sept
TokensEmailMark Hodge22 Sept
YCG_AI_token_discounts_for_charities.xlsxAttachmentMark Hodge22 Sept
Teams
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge22 Sept
YCG Foundation preview of IAG platform
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge22 Sept
Domains
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge21 Sept
Re: Request for information regarding YCG FOUNDATION
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge21 Sept
Fw: Become a Connect to Work delivery partner in the West of England
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge21 Sept
Re: ClothworkersEmailMark Hodge21 Sept
YCG Foundation preview of IAG platform
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge18 Sept
Re: This is your final reminder to submit your annual return for YCG FOUNDATION, due on 31 October 2026, on time.
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge18 Sept
Re: This is your final reminder to submit your annual return for YCG FOUNDATION, due on 31 October 2026, on time.EmailMark Hodge18 Sept
Facebook
Mark's resend of the informal family channels tracker with fixed links.
EmailMark Hodge17 Sept
YCG_informal_family_channels_tracker.xlsx
Informal channels (9 Facebook groups incl. PrisonSavvy), structured organisations (PACT, HALOW, POPS, FFOPS, four friends-of charities with charity numbers and sites) and Mark's notes on approaching volunteer-run groups.
AttachmentMark Hodge17 Sept
Re: 1-2-1 Meeting Links
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge16 Sept
FW: 1-2-1 Meeting Links
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge16 Sept
AIG / IAG research
Covering note for the third-sector landscape (19 charities, four tiers), recurring funders, competitive positioning (no one combines the three elements), and the promotion strategies tracker.
EmailMark Hodge16 Sept
YCG_third_sector_landscape_and_funding_prospects.xlsx
19 charities verified against Charity Commission filings with income, reserves, govt share, core offer, reach and funders; four tiers of partnership priority; 11 recurring funders; competitive positioning.
AttachmentMark Hodge16 Sept
YCG_promotion_strategies_tracker.xlsx
19 low- and no-cost promotion strategies grouped by audience, with cost estimate and contact route.
AttachmentMark Hodge16 Sept
Re: 1-2-1 Meeting Links
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge16 Sept
Re: 1-2-1 Meeting LinksEmailMark Hodge16 Sept
Fw: 1-2-1 Meeting LinksEmailMark Hodge16 Sept
Friends and family landscape for the resettlement and sentence planning platform
Mark's summary of the friends-and-family landscape: no single structured forum; PACT, HALOW, POPS, FFOPS and friends-of charities; informal Facebook groups; PrisonSavvy stands out. Suggested sequencing: PACT and HALOW first.
EmailMark Hodge16 Sept
Friends and Family Landscape Tracker (Sept 2026).xlsx
Superseded: this copy was corrupt at source (third sheet unreadable). Mark resent a fixed file on 17 Sep 2026 (YCG_informal_family_channels_tracker.xlsx).
AttachmentMark Hodge16 Sept
Fw: Information ReportDlF
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge15 Sept
Re: Payment has been made by National Homelessness Property 2 LP for Your Consultation Group Community Interest Company for GBP 9,832.58
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge15 Sept
Fw: Information ReportDlF
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge15 Sept
Fw: hartpury MTB 30th September Video production
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge14 Sept
RE: Meet the buyer online forms
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge14 Sept
Sent: Re: Subject: TG Meet the Buyer on Google Forms: brief, script and images (Hartpury, 30 September)Emailprojects@yourconsultationgroup.com → adam@loungedesign.co.uk11 Sept
Sent: Meet the Buyer: Hitesh's wording applied to the formsEmailprojects@yourconsultationgroup.com → mark@yourconsultationgroup.com11 Sept
Grant for PLIEmailMark Hodge10 Sept
EPPIE_~1.MDAttachmentMark Hodge10 Sept
Re: OVERDUE JUNE £1844.66
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge10 Sept
Fw: Rupi's BIO
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge10 Sept
MTBEmailMark Hodge9 Sept
Re: Meet the Buyer prototype: wording corrected, pre-filled briefing link for Tesh
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge9 Sept
Fw: Meet the Buyer prototype: wording corrected, pre-filled briefing link for Tesh
Auto-filtered: nothing about the PLI platform or its stakeholders. Set status to New if the agent should read it.
EmailMark Hodge8 Sept
Re: Meet the Buyer prototype updated: Victoria's wording, draft summary and value bands, agenda line, Hitesh pre-fillEmailMark Hodge8 Sept
Re: Hartpury Meet the Buyer, 30 September: preparing the supplier call, subject to Tesh's sign-offEmailMark Hodge7 Sept
PLI digital platform: forensic briefing (7 Sep 2026)
Lineage of the PLI specification, the Reeds sponsorship proposal, the LEF application, the Foundation board paper, contradictions found, and what a reasonable v1 needs to settle first.
NoteClaude for Mike7 Sept