WorkOS Departments Treasury
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WorkOS Tier 2 Access
Treasury · Department Manager
14 humans · 14 EMAs · 3 vanilla agents · 23 projects in flight
Open tasks
87
▲ 12 vs last week
On-time %
94%
▲ 3% vs last week
Automation coverage
52%
▲ 8% vs last week
Risk flags
2
1 alignment plateau · 1 deviation
Workforce roster
Humans & their EMAs · side-by-side
Sort: Alignment ▾
DP
Daniel Park
Sr. Analyst · 6 tasks today
DP
Daniel's EMA EMA
Phase 3 · 11 tasks today
90
MO
Maya Okafor
Analyst · 4 tasks today
MO
Maya's EMA EMA
Phase 3 · 8 tasks today
88
LW
Lin Wei DEPART
Sr. Manager · Knowledge transfer mode
LW
Lin's EMA EMA
Intensive capture · 60% domain complete
84
AL
Antoine Lopez
Analyst · 3 tasks today
AL
Antoine's EMA EMA
Phase 2 · 5 tasks today
71
SR
Sarah Reeves
Junior Analyst · 2 tasks today
SR
Sarah's EMA EMA
Phase 1 · Passive observation
42
Vanilla agents · pool
V1
Treasury Helper #1
Vanilla · 14 executions today
V2
Reconciler #2
Vanilla · idle
Task status
All work in flight · drag to update
● 38 ◐ 41 ◇ 8
Backlog 12
Q3 FX revaluation
◐ Daniel's EMAFri
Bank-fee review draft
● MayaMon
IPO subscription monitor
◇ Vanilla #1Tue
In progress 9
Monthly close · entity 04
◐ Daniel's EMA2h left
Counterparty exposure refresh
◐ Maya's EMA3h left
Vendor-payment reconciliation
● Antoine1d
Intensive capture session · Lin
◐ Lin's EMAongoing
Review 4
Treasury board pack draft
◐ Daniel's EMAAwaiting
FX trade confirmation pack
◐ Maya's EMAAwaiting
Cash flow forecast
◐ Antoine's EMAYou
Done today 15
Intra-day liquidity check
◇ Vanilla #108:14
Bank balance reconciliation
◐ Daniel's EMA09:30
Treasury committee minutes
● Elaine11:02
EMA learning progress · team
Per-employee EMA snapshots · click any card for full profile
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DP
Daniel Park's EMA
Phase 3 → ready for promotion
90
Velocity +1.9/wk Mirror-grade
MO
Maya Okafor's EMA
Phase 3 · supervised independence
88
Velocity +2.1/wk Proficient
LW
Lin Wei's EMA
⚐ Intensive capture · departing
84
Domain capture 60% Proficient
AL
Antoine Lopez's EMA
Phase 2 · assisted co-exec
71
Velocity +1.5/wk Capable
SR
Sarah Reeves's EMA
Phase 1 · passive observation
42
Velocity +0.8/wk Learning
RT
Rachel Tan's EMA
⚠ Alignment plateau · 4 wks
68
Velocity +0.1/wk Capable
Automation coverage by function
Treasury department · who does what today
Click a function to filter the whole dashboard
Monthly close
80% auto
FX revaluation
70% auto
Bank-balance reconciliation
85% auto
Counterparty exposure
50% auto
Board reporting
25% auto
Strategic FX positioning
5% auto
Human
EMA
Vanilla agent
Department average: 52% automation coverage
Dashboard B · Department Manager · Real-time
Showing: Treasury · 14 employees · 14 EMAs · 3 vanilla agents