Files & Comms · Email or Slack? And which channel for what — the rules that keep our records clean
Use the right tool and our records stay clean and easy to find. The simple split: Email is for the record. Slack is for the moment.
When in doubt, send the email. It's easier to find a record you didn't need than to recreate one you never made.
Post in the right channel so the right people see it. Workspace: Smart Foundation Repair (sfskc.slack.com). Our AI agents post here as 🤖 Smart Overlord.
| Channel | Use it for | Who's in it |
|---|---|---|
| #sfr-sales-leadership | Lead-flow report and signed-contract updates (auto-posted Mon/Wed/Fri 7am). | Blake, Josh, sales leadership |
| #sfr-leadership-ops | AR pipeline forecast and ops-leadership reporting (auto-posted Mon/Wed/Fri 7am). | Blake, Erek, Chris |
| nume-updates-kcia | KCI daily cash briefing from Nume — current cash balance, cash flow. | Leadership + Nume / Smart Overlord bots (private) |
| nume-updates-dfw | TWFR2 / DFW daily cash briefing from Nume — current cash balance, cash flow. | Leadership + Nume / Smart Overlord bots (private) |
| #kcia-operations-general | KCI operations — weekly materials/purchasing order posts and general ops coordination. | Blake, Joab, Erek, Itai |
| #csr-leadership | CSR coaching rollup — flagged calls, capacity signals, team-level CSR signals. | Josh, Blake |
| #coaching-damian | Private 1:1 CSR coaching for Damian (KCI). | Damian, Josh, Blake (private) |
| #coaching-aldo | Private 1:1 CSR coaching for Aldo (DFW). | Aldo, Josh, Blake (private) |
This is the documented set as of 2026-06-24 — the list grows as new agents, reports, and team channels launch. If a channel you use isn't here, hand it to Claude and it gets added.