The eight things CLEO notices
Each rule CLEO uses to point something out, and how it clears.
CLEO notices eight things, and only eight. Each is a rule applied to what your records already say — not a guess about what will happen, and not a score.
The eight
| CLEO noticed | The rule, and when it clears |
|---|---|
| Appointments with no outcome recorded | An appointment's time has passed and nothing was recorded. Clears when an outcome is recorded. |
| Finished work with open action items | Work was finished while action items on it are still open. Clears when the items are done or cancelled, or the work is reopened. |
| Active work with no next step | Active work has no next step, no open action item, and isn't waiting or blocked. Clears when a next step or an action item is added. |
| Open requests that have not become work | An open request has no work attached and produced no action item. Clears when work is created or attached, an action item is made, or the request is finished. |
| Customers past their usual return interval | A customer with three or more completed visits is more than one and a half typical gaps past the last one, with nothing booked. Clears when they book, or another visit is completed. |
| Customers with repeated no-shows recorded | Two or more no-shows recorded in the last ninety days. Clears when the ninety-day window moves past them. |
| Open leads with no follow-up scheduled | A lead in conversation has no follow-up and nothing recorded for fourteen days. Clears when a follow-up is planned, something is recorded, or their outcome is set. |
| Website visitors who may be someone you know | Someone who wrote through your website or booked online used the same email address or phone number as a customer you already have, so CLEO kept them on a separate record. Clears when you decide: merge them, or keep them separate. |
Rules, stated where you see them
Each one carries its rule beside the fact, in CLEO's own words. A customer past their usual gap is explained, not asserted: CLEO points this out after one and a half typical gaps — a rule, not a prediction.
That sentence is the whole philosophy. CLEO isn't saying the customer has gone elsewhere, or that the lead is cold. It is saying the records show a gap wider than this customer's own pattern, and leaving the meaning to you.
Four of them you can answer in one tap
Four can be settled from Home as Quick answers: the appointment with no outcome, the request that hasn't become work, work with no next step, and a website visitor who may be someone you know. Quick answers shows the taps for each.
The other four can't be tapped away. Finished work with open action items clears when you deal with the items. The rest aren't yours to declare — a customer books again or they don't.
What depends on what you've turned on
CLEO only notices what it can see. If bookings are turned off, there are no appointment outcomes to point out; with leads off, no lead is raised. Turning something off removes its rules along with its screens.
Where they appear
- On Home, as one counted line, with
Not tasks — they clear on their own when the records change.
- On Attention, in full, grouped by kind.
- On the record itself — a piece of work, a request or a customer shows what CLEO noticed about it, with the rule.
They are never ranked, never scored, and never part of Today. Today is only ever built from things that need you.
Two you can record a decision about
For customers past their usual return interval, and for a quiet lead, you can write down what you decided — "leave it until spring", say — and CLEO keeps your words beside what it was showing at the time. The item doesn't disappear, and nothing else happens: a decision is a record of your intent, not an instruction.
That is the last piece of the loop: records are made, CLEO reads them by stated rules, and what it notices sends you back to the record, where the fact gets put right.