Walkthrough
A short tour of the dashboard
This dashboard handles worker placements end to end. You fill a form, the system writes the email, sends it, pings the worker, logs everything, and tells you on Slack. The next few pages walk through every screen one by one. Pick a page in the sidebar or read straight through.
What the dashboard is for
When a coordinator places a worker with a client, four things need to happen: the client needs an email, the worker needs to know, the team needs a record, and the activity needs to be logged. This dashboard does all four from one form.
One screen for new placements, one for browsing recent ones, one for the activity log, one for analytics, and one for settings. That is the whole working surface.
The five pages you will use
Dashboard
Headline numbers and the most recent placements. Start here.
New assignment (modal)
Opens from the Dashboard. The form for placing a worker.
Assignments
The full list of placements ever made through the dashboard.
Activity log
Every email sent, every message sent, grouped by day.
Analytics
Charts for volume over time, success rates, and busy hours.
Settings
Choose where emails go, swap the Telegram chat, check the stack.
Two extras worth knowing about
Future Solutions
A catalogue of fifteen automations that can be added on top of what is already live. Includes a downloadable PDF.
Setup
One page that shows the tech that runs the platform plus the monthly cost today and the projected cost with everything live.
By the numbers
Pages
5
live working surface
Resources
8
walkthrough + setup + catalogue
Marginal cost
$5/mo
Gemini API only
Future automations
15
across 7 lifecycle stages
How to use this walkthrough
Each page in the Walkthrough section opens to a short explanation of what the page shows, what every component means, and what to do if you get stuck. It is written for someone who has not used a dashboard like this before. Click any page in the sidebar to jump straight to it.