WorkYodha created one parent objective and separate employee-specific child tasks. Each person receives only the task, playbook, and evidence requirements relevant to their role.
1. Confirm material receipt and vendor dependency
Warehouse/Operations Coordinator · Operations · Assigned to Karan Malhotra
Reviewer: Sanjay Kulkarni
Depends on: Parent objective start · Status: Ready · Evidence quality: 80%
Confirm material receipt and vendor dependency AI Playbook
Confirm material receipt and vendor dependency
- Confirm the materials tied to the customer delivery were received.
- Upload GRN/receipt proof and note any vendor-side blocker.
- Flag whether delivery remains blocked by vendor payment.
Required evidence: Material receipt confirmation, GRN or warehouse receipt, Vendor dependency note
Reviewer checklist: Evidence complete, Dependency respected, Reviewer can validate decision
Escalation: Escalate before Hour 12 if evidence or dependency is blocked.
2. Collect missing invoice/supporting documents
Procurement Associate · Procurement · Assigned to Rohit Nair
Reviewer: Sanjay Kulkarni
Depends on: task_material_receipt_inv_2041 · Status: Submitted For Review · Evidence quality: 72%
Collect missing invoice/supporting documents AI Playbook
Collect missing invoice/supporting documents
- Collect invoice, PO, quote, and support documents.
- Confirm every document references the same vendor/order.
- Attach missing-document note if anything cannot be obtained.
Required evidence: Vendor invoice, PO approval, Vendor quote, Supporting delivery/service documents
Reviewer checklist: Evidence complete, Dependency respected, Reviewer can validate decision
Escalation: Escalate before Hour 12 if evidence or dependency is blocked.
3. Verify invoice, GST, PO, bank, and payment eligibility
Finance Operations Associate · Finance · Assigned to Priya Sharma
Reviewer: Sanjay Kulkarni
Depends on: task_invoice_documents_inv_2041 · Status: Blocked · Evidence quality: 45%
Verify invoice, GST, PO, bank, and payment eligibility AI Playbook
Verify invoice, GST, PO, bank, and payment eligibility
- Verify GST, PO, bank account, payment terms, and duplicate payment risk.
- Capture ERP/vendor-master screenshots.
- Mark payment eligible only when all checks pass.
Required evidence: GST verification screenshot, PO-to-invoice match, Bank verification, Duplicate payment check, Payment eligibility checklist
Reviewer checklist: Evidence complete, Dependency respected, Reviewer can validate decision
Escalation: Escalate before Hour 24 if evidence or dependency is blocked.
4. Review delivery proof validity
Operations Manager · Operations · Assigned to Arjun Mehta
Reviewer: Sanjay Kulkarni
Depends on: task_invoice_eligibility_inv_2041 · Status: Blocked · Evidence quality: 45%
Review delivery proof validity AI Playbook
Review delivery proof validity
- Review delivery proof against dispatch/customer order records.
- Reject unclear or mismatched delivery evidence.
- Upload validity note with blocker owner.
Required evidence: Delivery proof, Dispatch log, Customer order reference, Validity note
Reviewer checklist: Evidence complete, Dependency respected, Reviewer can validate decision
Escalation: Escalate before Hour 36 if evidence or dependency is blocked.
5. Approve, reject, or hold payment
Finance Review Manager · Finance · Assigned to Sanjay Kulkarni
Reviewer: Sanjay Kulkarni
Depends on: task_delivery_proof_inv_2041 · Status: Blocked · Evidence quality: 45%
Approve, reject, or hold payment AI Playbook
Approve, reject, or hold payment
- Review all upstream child evidence.
- Approve, reject, or hold payment with a precise reason.
- Do not close parent while any child evidence is missing.
Required evidence: Payment approval/rejection/hold decision, Reason note, Reviewer timestamp
Reviewer checklist: Evidence complete, Dependency respected, Reviewer can validate decision
Escalation: Escalate before Hour 48 if evidence or dependency is blocked.
6. Prepare customer communication
Customer Escalation Executive · Customer Success · Assigned to Aisha Khan
Reviewer: Sanjay Kulkarni
Depends on: task_payment_decision_inv_2041 · Status: Blocked · Evidence quality: 45%
Prepare customer communication AI Playbook
Prepare customer communication
- Prepare customer update based on payment/delivery status.
- Avoid promising release dates without approved evidence.
- Upload approved CRM/customer communication proof.
Required evidence: Customer communication draft, Approved message, CRM update screenshot
Reviewer checklist: Evidence complete, Dependency respected, Reviewer can validate decision
Escalation: Escalate before Hour 60 if evidence or dependency is blocked.
7. Monitor revenue/vendor/customer risk
Sales Operations Associate · Sales · Assigned to Divya Menon
Reviewer: Sanjay Kulkarni
Depends on: task_customer_communication_inv_2041 · Status: Blocked · Evidence quality: 45%
Monitor revenue/vendor/customer risk AI Playbook
Monitor revenue/vendor/customer risk
- Monitor revenue, vendor relationship, and customer escalation risk.
- Document risk level and escalation decision.
- Update leadership if 72-hour closure is threatened.
Required evidence: Revenue risk note, Vendor risk summary, Customer escalation status
Reviewer checklist: Evidence complete, Dependency respected, Reviewer can validate decision
Escalation: Escalate before Hour 72 if evidence or dependency is blocked.
8. Compile final closure package
Final Reviewer · Review · Assigned to Sanjay Kulkarni
Reviewer: Sanjay Kulkarni
Depends on: task_revenue_vendor_risk_inv_2041 · Status: Blocked · Evidence quality: 45%
Compile final closure package AI Playbook
Compile final closure package
- Compile and validate child workstreams; do not replace employee workstreams.
- Confirm all required child evidence is complete.
- Close the parent only after every dependency and evidence gate passes.
Required evidence: Final reviewer compilation note, All child evidence links, Parent closure decision, Residual risk note
Reviewer checklist: Evidence complete, Dependency respected, Reviewer can validate decision
Escalation: Escalate before Hour 72 if evidence or dependency is blocked.