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NotexaNorthstar rollout / October meetings
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Who joins the first pilot?
From your conversation

The support team joins the first Northstar pilot. Finance will follow after the team has tested its daily inbox workflow.

Priya will confirm support access by Thursday. Sam will run the training session on Friday.

Northstar onboarding review · Oct 7
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Here, the support pilot has a plan and a training date. Finance access still needs an approval owner. Keep the commitment separate from the unresolved question.

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Transcript Northstar onboarding review
The team reviews who will join the Northstar pilot.
Maya

“Let’s start the pilot with Support so we can test the daily inbox workflow. We’ll bring Finance in after that.”

They discuss permissions for the next rollout group.
The decision

The support team joins the first Northstar pilot. Finance will follow after the team has tested its daily inbox workflow.

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Ask NotexaNorthstar onboarding review
What did Priya and Sam agree to do?

Priya will confirm support access by Thursday. Sam will run training on Friday.

In your follow-up
Northstar rollout

Priya will confirm pilot access by Thursday, and Sam will run Friday’s training. We still need an owner for Finance access approvals.

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Back in the conversation
Who joins the first pilot?

Support joins first to test the inbox workflow. Finance follows later.

Northstar onboarding review

Check the agreement before you invite the next group.

Before inviting Finance, check what the team agreed about the support pilot. Open the earlier discovery call when you need to revisit the customer’s original request.

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A decision

Which team joins the Northstar pilot first?

A responsibility

When will Priya confirm pilot access?

A reason

Why is Support joining before Finance?

An unresolved detail

Who will approve access for Finance?

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