Northstar EV Infrastructure
EV Infrastructure Workspace
Sarah Miller
Owner
Daily Report Intake
Turn project status reports into Syntra coordinator updates, blockers, missing-info checklists, and approval-ready actions.
Demo / Pilot-Safe Workflow — No external systems connected.
1
Demo Report Loaded
Fictional daily intake file active
5
Project Updates Found
Across intake, assessment, proposal, utility, and coordination stages
3
Missing Inputs
Client docs, utility capacity, discovery call
2
Approval Items Suggested
Proposal review + missing-info request
0
External Systems Connected
No real SharePoint, Smartsheet, or Graph
Report Source
In production, a daily Smartsheet report or project status export could be saved to SharePoint. Syntra would read the approved report and create coordinator updates without requiring direct Smartsheet write access.
Demo Report
Fictional 5-project daily status report. No real file required.
Manual Upload
Upload CSV, Excel, or PDF intake file for pilot workflows. Not connected.
SharePoint Daily Report
Auto-read daily Smartsheet export from SharePoint folder. Not connected.
Demo Report Preview
Fictional daily status export — 5 active projects across intake, assessment, proposal, coordination, and utility stages.
| Project | Stage | Status | Owner | Update | Suggested Syntra Action |
|---|---|---|---|---|---|
| Regional Retail Group | Due Diligence Review | Waiting on Client Docs | Sarah | Utility bills and site drawings still needed | Draft missing information request |
| Midwest Logistics Fleet Depot | Site Assessment | Scheduled | Marcus | Panel room photo checklist due today | Create field tech checklist item |
| Municipal Parking Authority | Proposal Drafting | Ready for Review | Jordan | Charger comparison and incentive assumptions ready | Route proposal package for approval |
| Corporate Campus Phase 2 | Utility Coordination | Waiting on Utility | Lisa | Transformer capacity confirmation pending | Draft utility follow-up |
| Community Health Network | Intake | New Request | Sarah | Discovery call not yet scheduled | Prepare meeting request |
Project Coordinator Output
Generate coordinator outputs from the demo report. All actions are local — no external systems are contacted.
Data Handling & Safety
Demo only. No real report file, SharePoint folder, Smartsheet sheet, Microsoft tenant, or external system is connected.
Production mode would use approved report columns only, redact sensitive fields, and require approval before any write-back or client communication.
All coordinator outputs in this demo are generated from fictional data. No real client or project data is accessed.
In a production pilot, the intake file would be reviewed by a human before Syntra processes any rows.
Future Integration Path
Daily Smartsheet Report to SharePoint
Smartsheet exports a daily report to a monitored SharePoint folder. Syntra reads approved columns and creates coordinator updates.
Direct Smartsheet Connector
Syntra connects to Smartsheet with approved column mapping. Read-only by default. Write-back requires human approval.
Microsoft Project / Planner Source
Read Microsoft Project or Planner task exports as daily intake files. Map fields to Syntra's project coordinator workflow.
Manual Upload for Pilot
Upload CSV, Excel, or PDF intake files manually. Syntra parses, summarizes, and creates coordinator items. No live connection needed.