Bracketbridge Data OSOpening Collection Operations…
Bracketbridge Data OSCollection Operations
Private Operations

Collection Operations

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Your operations, client, or contractor access is assigned to your email account. Projects and permissions load automatically after sign-in.

Collection Setup Agent

Describe the project once

The server turns the conversation into registers, tracker rows, accounts, invitations, calendars, and spreadsheet setup. Nothing runs before review.
Server-run setup logicNo external AI account is required. The same reviewed plan can be rerun safely if a later step needs attention.
Include team emails and roles whenever they are known. You can refine the plan over several messages.

Project Onboarding

Add a collection project

Create its tracker and numbering first; team email invitations are the next step.
1Project 2Numbers 3Team
Project details

Project Control

Update project control

Save a project-scoped relationship, planning, or tracking record.

Session quality decision

Review session

Update one recording session. Open sessions remain separate from explicit non-acceptance.

Project code inventory

Product codes

Import a privacy-safe code list, then assign one available code to a recording session.
Import product codes

Recording Number

VOCI-001

Update collection progress

Worker ownership

Tie IDs to workers

Select one or many project IDs, then assign, reassign, or unassign them from an invited worker account.
0 selected

Project onboarding & access

Invite the project team

Assign each person’s email, role, projects, and optional Google access. They activate once, then always sign in with their account.
Add or update an account membership
Checking imported worker names…

Google Workspace

Two-way project master tracker

Google Sheet edits feed Data OS, while worker, platform, and import updates publish back to the same tracker.

Agent Mode

Guide the import analysis

Explain how the agent should navigate folders and workbooks, interpret identifiers, and update this project.

Conversation

Tell the agent how to work

Review before apply
Follow up to refine the same analysis. Earlier instructions stay in context.