Description of your new file.
Account Type | Description | Application at LAIKA |
---|---|---|
User Account | The standard account for team members, associated with a specific person who logs into the platform to work and collaborate. | For all LAIKA employees. |
Functional Account | A special, non-login account used exclusively for Universal Automation to ensure a clear audit trail. | A single account, automation@laika.com , will be created to execute all global automation rules. |
Object
and its Sub-Objects
. This method is best for work breakdown structures.Parent Object | Child Object(s) | Architectural Rationale |
---|---|---|
Marketing Campaigns/🧊Campaign | Marketing Campaigns/🧊Ad | Work Breakdown Structure: Each Campaign is a major plan that contains multiple specific Ads . |
Contract & Invoice/🧊Contract | Contract & Invoice/🧊Invoice | Financial Breakdown Structure: A Contract ’s total value is broken down into multiple Invoices corresponding to payment milestones. |
Site Survey & Construction/🧊Site Survey | Site Survey & Construction/🧊Constraint | Work Breakdown Structure: A Site Survey may identify and record multiple Constraints (issues to be addressed). |
Interior Design/🧊Design Package | Interior Design/🧊Functional Layout , 🧊Concept , 🧊3D , 🧊2D , 🧊Revisions | Work Breakdown Structure: A master Design Package is broken down into sub-items for each phase of the design process. |
Workview Name | View Type | Data Source & Filter Logic | Audience |
---|---|---|---|
All Active Projects | List View | Source: Project Management/🧊Project Logic: Status IS NOT “Completed” AND “Cancelled” | COO, Board of Directors, All Project Managers |
Rule # | Rule Name | Business Description |
---|---|---|
CF-01 | Receive Lead from Landing Page | When a form is submitted on the website, a Webhook triggers the creation of a CRM/🧊Customer and links it to the source Marketing Campaigns/🧊Ad . |
CF-02 | Create Google Calendar Event | A Sales user clicks a button on a CRM/🧊Customer , sending an HTTP Request via N8N to create an event in Google Calendar. |
CF-05 | Create Google Docs Contract | An Accountant clicks a button, sending an HTTP Request via N8N to populate a Google Docs template with contract data. |
CF-06 | Log Payment from SEPAY | SEPAY sends a Webhook upon payment, which finds the corresponding Contract & Invoice/🧊Invoice and updates its status. |
CF-10 | Send Concept Email to Customer | A Sales user clicks a button to automatically compose and send a personalized Email with design details to the customer. |
Privilege Level | Assigned to (at LAIKA) | Permission Description |
---|---|---|
Owner | CEO | The highest level. Manages billing, can transfer ownership, and holds all Admin privileges. |
Admin | COO, System Administrator | Can configure everything in the system, from Global Settings to user management. |
App Manager | Heads of Areas (e.g., Head of Sales, Head of Design…) | A specialized role that can design, edit, and manage Functions 📋. |
Member | All remaining employees | The standard privilege for most users, allowing them to work within the Spaces ⏹️ they are given access to. |