Northstar EV Infrastructure

EV Infrastructure Workspace

BriefingGrowthProposalsDeliverablesResearchIncentivesBiz CaseBrand KitBrand AssetsTemplate IngestApprovalsAudit TrailF/UpReportDiscoveryCopilotSettingsM365 ReadyInteg ConfigRoles & PermProd ReadyQADemo ScriptProjectsPoliciesActivityAI Workforce

Today's Briefing

Syntra Demo

Northstar EV Infrastructure for Sarah Miller - Owner

Good morning, Sarah. Northstar has a focused project day: four site visits are scheduled, three approvals need your review, two research summaries are ready, and Syntra found one dispatch recommendation before the afternoon appointments.

3

Needs Your Attention

Approvals, policy review, and route review

4

Site Visits Today

Client calls and field assessments

2

Research Drafts Ready

Prepared for review

1

Utility Follow-Up Info

Waiting on provider response

12

Completed This Week

Handled by your team

ProjectsActivity FeedDemo Script

Project Coordinator

Workflow control layer & approval gating

BK

7

Projects Blocked

Awaiting approval or missing inputs

MI

6

Missing Inputs

Across opportunities and proposals

AW

7

Approval Items Waiting

Across all categories

PR

1

Proposal Packages Ready

Ready for final review

SR

1

Smartsheet Updates Ready

Awaiting approval to sync

Top Items Needing Your Attention

Dispatch recommendation

High

Move Site B photo assessment into Marcus's afternoon route.

Due: Before 1:30 PM

Incentive review

Medium

Utility incentive summary is ready for Regional Retail Group.

Due: Today

Policy review

Medium

EV Site Assessment SOP v1.3 is drafted for approval.

Due: Today

Research approval

Low

Charger hardware comparison is ready for the Municipal Parking Authority demo project.

Due: Tomorrow

Dispatch Recommendation

Syntra recommends adding Site B photo assessment to Marcus's afternoon route.

Technician Marcus is already 14 minutes from Site B after his 1:00 PM visit. Adding a 2:15-3:00 PM photo assessment avoids a separate 48-minute round trip tomorrow.

Demo-only dispatch recommendation for Northstar EV Infrastructure.

Schedule

Today - May 8, 2026 - Next 3 scheduled visits

8:30 AM

Regional Retail Group

Discovery Call

Owner: Sarah

In Progress

Multi-site EV charging feasibility intake.

10:30 AM

Midwest Logistics Fleet Depot

Site Assessment

Tech: Marcus

Scheduled

Panel room photos and load planning checklist.

1:00 PM

Corporate Campus Phase 2

Utility Coordination Call

Owner: Lisa

Scheduled

Waiting on transformer capacity confirmation.

Project Pipeline

Regional Retail Group

Due Diligence Review · 6 sites

Owner: Sarah

Next: Approve incentive research summary

In Review

Midwest Logistics Fleet Depot

Site Assessment · 1 site

Owner: Marcus

Next: Complete panel room photo checklist

Scheduled

Corporate Campus Phase 2

Utility Coordination · 2 sites

Owner: Lisa

Next: Follow up on transformer capacity confirmation

Waiting on Utility

Municipal Parking Authority

Conceptual Plan · 4 sites

Owner: Jordan

Next: Review charger selection comparison

Drafting

Research Agent

Public/private research workflow for EV infrastructure planning.

Utility incentive eligibility for Regional Retail Group
Ready for review
Commercial EV charger hardware comparison
Draft complete
Local permitting notes for Fleet Depot expansion
In progress
Prior proposal match from internal SharePoint archive
Available
EV rate and charging management notes
Drafting
Public research mode avoids exposing client names, addresses, utility bills, load data, contracts, or confidential project details in external searches.

Incentive Review Agent

Tracks funding opportunities, utility programs, application windows, required documents, and review status.

Utility make-ready program eligibility
Needs review
State charging infrastructure incentive
Research ready
Fleet electrification grant notes
Drafting
Required documents checklist
Missing utility account data

Policy Agent

EV Site Assessment SOP v1.3

Owner: Sarah · Review due · Today

Utility Coordination Checklist

Owner: Lisa · Draft update · Jun 20

Client NDA Handling Policy

Owner: Sarah · Active · Next review Jun 28

Field Tech Closeout Procedure

Owner: Marcus · Needs approval · Jun 18

Incentive Research SOP

Owner: Jordan · Active · Next review in 14 days

Approval Queue

Approve client follow-up email
Approve discovery call calendar invite
Approve SOP update draft
Approve Site B technician stop
Approve research summary saved to project folder

Microsoft 365 + Copilot Ready

Outlook, Calendar, SharePoint, OneDrive, and Teams remain the system of record. Syntra organizes workflows, approvals, research, scheduling, policy control, and project coordination while the company's approved Microsoft 365 Copilot environment can provide the LLM layer.

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Demo only. No Microsoft tenant is connected in this preview.

Supporting Agents

2
EA

Executive Assistant

Workspace command support and executive summary assistant

PC

Project Coordinator

Main workflow coordinator for EV proposal delivery

Human approval requiredNothing is sent, scheduled, or changed unless approved.
Mock demo state onlyNo real Northstar EV Infrastructure data is changed.
Connected tools visibleNorthstar EV Infrastructure examples represented for demo context only.