Onboarding session with Tobias

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Brindlecote Insurance Brokers: documents · cs

Logistical onboarding thread. Tobias Renwick asks Toby Underwood for a separate session on data connectors and the admin panel. Toby agrees to next week and will confirm a time after checking with Ed.

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Current to 11 Oct 26

Logistical onboarding thread. Tobias Renwick asks Toby Underwood for a separate session on data connectors and the admin panel. Toby agrees to next week and will confirm a time after checking with Ed.

Ask: Tobias wants a separate session after the kickoff to cover the data connectors and the admin panel, where Toby would manage user access and monitor the refresh schedule.

Customer view: Toby is cooperative and offers Tuesday or Wednesday afternoon. He will check with Ed before confirming.

Next: Toby confirms a slot. The thread does not show the final date.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

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Messages2

First message2023-06-07

Last message2023-06-08

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Tobias Renwick 7 Jun 2023 13:45
to Toby Underwood
Hi Toby Once you and Ed have had the kickoff, I'll need a separate session with you to walk through the data connectors and the admin panel. To be precise, this is where you'll manage user access and monitor the refresh schedule. Would early next week work for you? Best, Tobias
Toby Underwood 8 Jun 2023 16:16
to Tobias Renwick
Hi Tobias Next week is fine. Tuesday or Wednesday afternoon would be best for me. I'll check with Ed and confirm. Toby

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