Holiday sheet not loading. Make sure the Google Sheet is set to Share → "Anyone with the link can view". The dashboard reads it directly — no login required once shared.
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Annual leave overview — 2026
Open in Google Sheets ↗ Loading allowances...
Upcoming — next 6 weeks
| Person | From | To | Type | Notes | Days | |
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Full year — 2026
New employee onboarding
Owner: Emma Walford. Tick as you go — progress saves in this browser. Future changes can be made by chatting with Claude in the Perigon project.
Before day one
Dashboard — internal systems (edit in VS Code or via Claude chat)
Brand & communications
New consultant onboarding
Owner: Emma Walford. For associate or third-party consultants on a project basis.
Access and tools
Dashboard — internal systems
Wrap-up (on project end)
New project onboarding
Owner: Emma Walford. Run when a client engagement is confirmed and ready to start.
Client setup
Dashboard — time tracking
Dashboard — content
Wrap-up (on project close)
Standard Operating Procedures for each tool and automation. Each SOP explains what it does, how to use it, and how to fix it if something breaks. System owner: Sally Weatherly.
Internal automations
📋
Meeting Note Bot
Teams transcript → branded meeting notes pipeline. How to use it, how the Zapier zap works, how to fix common issues.
Internal · Zapier
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✍️
LinkedIn Post Generator
How the LinkedIn content automation works for Emma and the team. Voice DNA, post types, and the kanban board.
Internal · Zapier
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⏱️
Time Tracking
How to log time on the dashboard, how the Google Sheet sync works via Zapier, and how burn rates are calculated.
Internal · Zapier
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Dashboard technical reference
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Internal Dashboard — Technical Reference v1.0
Tech stack (Astro v6, Netlify, GitHub), file structure, how to run locally, deployment pipeline, Google Sheets data flow, Zapier webhook URLs, and common fixes. For whoever maintains the codebase.
Reference doc
In project files
Adding a new SOP
SOPs are HTML files hosted on the separate perigon-sops.netlify.app site. To add a new one: create an HTML file following the existing naming convention, commit to the sops repo, and add a card above. Contact Sally to update this page with the new link.
This page records where credentials live — not the credentials themselves. Owner: Sally Weatherly. Keep this updated whenever a key is created, rotated, or ownership changes.
API keys
| Service | Key created in | Where it lives | Used for | Owner | Notes |
|---|---|---|---|---|---|
| Anthropic | console.anthropic.com | Netlify env var: ANTHROPIC_KEYAlso in .env (local only, not in git) | Claude API — meeting minutes & LinkedIn generation | Sally | Never commit to GitHub. Rotate if exposed. |
| Zapier | zapier.com (account login) | Webhook URLs hardcoded in .astro page files. See Technical Reference for full list. | All data writes from dashboard to Google Sheets | Sally / Emma | Webhook URLs are not secrets but should not be shared publicly |
| Google Workspace admin | No API key — uses public gviz/tq endpoint. Sheets must be "Anyone with link can view" | Dashboard reads all sheet data — Time, Leads, Minutes, LinkedIn, Actions, Holidays, ESG Tool | Emma (Workspace admin) | No key to rotate. If dashboard goes blank, check sheet sharing settings first. |
Platform accounts & credentials
| Platform | Account type | Login | Where credentials live | Primary owner | Backup access |
|---|---|---|---|---|---|
| Netlify | Team account | app.netlify.com | agents@perigonpartners.co.uk | Sally / Emma | — |
| GitHub | Private repo — perigon-internal | github.com | agents@perigonpartners.co.uk | Sally / Emma | — |
| Zapier | Team plan | zapier.com | agents@perigonpartners.co.uk | Sally / Emma | — |
| Anthropic (Claude) | Team / API account | console.anthropic.com + claude.ai | agents@perigonpartners.co.uk | Sally / Emma | — |
| Webflow | Site owner — perigonpartners.co.uk | webflow.com | agents@perigonpartners.co.uk | Sally / Emma | — |
| Microsoft 365 | Business plan — Workspace admin | admin.microsoft.com | Emma's account | Emma | Sally — needs admin access before Sept ⚠ |
| Google Workspace | Admin | admin.google.com | Emma's account | Emma | Sally — needs access before Sept ⚠ |
| SharePoint / OneDrive | Microsoft 365 (same as above) | Via Teams / browser | Microsoft 365 credentials | Emma | Sally |
| Xero | Accounting | xero.com | Emma's account | Emma | — |
| Bubble | Banking Barometer app host | bubble.io | agents@perigonpartners.co.uk | Sally / Emma | Looking to migrate Banking Barometer off Bubble into new ecosystem |
| Notion | Personal / team notes | notion.so | Emma's account (+ possibly Nick) | Emma | Looking to reduce usage / move away from paid plan |
Action required before September 2026: Items marked ⚠ need resolving before Emma's maternity leave. Sally needs independent access to Microsoft 365 admin and Google Workspace so critical systems can be maintained.
🏗 Hosting & deployment
Netlify
Dashboard auto-deploys on every GitHub push. Check deploy status, env vars, domains.
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GitHub — perigon-internal
Private repo. Push to main to trigger a deploy. Never commit .env or API keys.
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Webflow
Public website — perigonpartners.co.uk. Card pitch, ESG tool, and main site live here.
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Bubble
Hosts the Banking Barometer. Accessed via agents@perigonpartners.co.uk. Plan to migrate this into the new ecosystem.
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⚡ Automation
Zapier
All dashboard data writes go through Zapier webhooks. Check here if data stops appearing in sheets.
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Anthropic Console
Manage the API key for meeting minutes and LinkedIn generation. Monitor usage and costs.
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📊 Data & tracking
Google Sheet — Time Log
Source of truth for the Time page. All time entries land here via Zapier.
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Google Sheet — Leads
All leads from ESG tool, card pitch, and manual entry. Powers the Growth page.
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Google Sheet — Meeting Minutes
Archive of all generated meeting notes. Auto-populated by the Content page.
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Google Sheet — Action Log
All open actions from meetings and manual additions. Powers the Home page.
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Google Sheet — Holidays & Allowances
Annual_Overview tab (name + allowance per person) + Log tab (individual absence entries).
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Clockify
Legacy time tracking — being phased out. The dashboard Time page replaces this.
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💼 Office, comms & finance
Microsoft Teams
Main team communication. Monday 10am weekly meeting recorded here — transcript feeds the Content page.
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SharePoint / OneDrive
File storage, Office templates, client folders, and the master time Excel spreadsheet.
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Xero
Accounting and invoicing. Emma has access. Notify accountant when new clients are added.
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Notion
Used by Emma (and possibly Nick) for notes and docs. Looking to reduce usage / move away from paid plan.
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PowerPoint template
Main Perigon slide deck template on SharePoint.
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Word template (with cover page)
Client-facing report template on SharePoint.
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