Worklists

A synced table stays exactly what the source says. Beside it, Overscore keeps marks: done, status, owner, called, a note, anything. A worklist is a table with its marks showing, so the team can work through the rows while the data underneath keeps syncing.

How it works

• Every mark records who made it and when, so "who cleared this and when" is a question you can ask.
• Field names are yours: done, in progress, owner, reviewed, whatever the team says. The first time a field is used, its type is fixed (yes/no, text, number, date, one of a list) so a later mark can't put words where a number goes.
• Marks never go back to the source. Shopify never sees your checkbox. A full resync rewrites the table and leaves the marks alone.
• Any table with a row id works: synced sources, uploads, webhook rows, and model output. A model that computes "customers at risk" is a worklist the moment someone opens it.
• Agents can read marks ("has anyone called this customer?") and write them ("mark every order from that boutique reviewed") under their own name.

What to say to it