Good morning. Natural Roots is in conditional pilot mode. I can summarize business health, approvals, receivables, stock risks, and workflow status without exposing credentials or touching financial records directly.
Owner workspace
AI Conversation
Business health
| Zoho organization | NATURAL ROOTS FISH TRADING L.L.C |
|---|---|
| Owner approval executor | Imported inactive, guarded |
| Deferred until official API approval | |
| Microsoft 365 | Provisionally working, connector validation pending |
Operational summaries
FinanceZoho remains source of truth. Sensitive writes require owner approval.
CustomersCustomer reply automation is email-first until WhatsApp API is live.
InventoryCold-store and item intelligence modules prepared for live data feeds.
RecoveryCredit-control workflow remains approval gated.
Medium risk
Controlled draft quotation workflow
One owner approval creates one draft Zoho action, then closes with audit evidence.
- Approval engine
- Phase 6B executor
- Company
- Natural Roots only
- Kill switch
- Configured in workflow design