Full Winstar operating workspace with admin, setup, reporting, delivery, and launch tools.
Brief
Structured intake
Draft
AI proposal
Approve
Internal review
Sign
Client delivery
Book
Ad schema prep
Build Overview
WimsConnect operating workspace
The first live module is the Proposal Pilot: brief intake, proposal drafting, Account Management review, client delivery, and response capture while IO creation and booking handoff continue in the admin build track.
Saved clients
0
Client intakes
0
Saved proposals
0
Saved IO drafts
0
Saved booking drafts
0
Client deliveries
0
Portal packets
0
Campaign ops
0
Reports
0
Team users
0
Phase 1 and 2 live module
Proposal Pilot is still being prepared
This keeps the admin overview focused on the current launch priority without exposing extra setup detail inside the rep workspace.
Proposal engine
OpenConnect or confirm a proposal draft engine before live proposal drafting.
Saved proposals
OpenSave one generated proposal workspace to validate recovery and handoff.
Client email
OpenConfirm production URL and proposal email delivery before external sends.
Client delivery trail
OpenSend one test proposal review link and confirm the client packet is recorded.
IO draft
OpenCreate one IO draft from an approved proposal.
Workflow proof
OpenRun one brief to proposal to IO test flow before inviting more users.
Shared records
OpenKeep testing local workflows until shared record sync is confirmed.
Permissioned users
OpenStage at least one Proposal Pilot user and confirm auth mapping before rollout.
Proposal Studio
Brief intake, AI draft generation, editable proposal sections, client PDF, and IO CSV export.
Booking Handoff
Proposal data can prefill the Ads schema workspace and produce official schema CSV drafts.
Persistence
Proposal, delivery, portal, reporting, and ad booking records save in this browser; Supabase schema is staged for shared accounts.
AI Provider Layer
OpenAI and Claude providers are abstracted behind one interface with mock mode for offline work.
API Connections
Live API keys, auth, hosting, and production storage are the main remaining external dependencies.
OpenAI
Model pending
Claude
Model pending
Shared Database
Supabase project
Production readiness checks
No secrets are displayed here. WimsConnect only reports whether each dependency is configured.
Workspace backup
Export, restore, or seed local team users, clients, intakes, proposals, IOs, delivery packets, portal packets, reports, and booking drafts before shared storage is connected.