app.gopitcrew.com / skills / monitor-drift
Step 1 / 3
Monitoring connected systems
Monitoring Active
CRM
Last sync
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Monitored
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Custodian
Last sync
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Monitored
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Portfolio System
Last sync
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Monitored
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Accounting
Last sync
--
Monitored
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Recent Activity
CRM sync checked - no drift detected
Custodian feed received - 2 changes detected
Portfolio system sync checked - no drift detected
Step 2 / 3
Drift events detected
0
Changes
0
Warnings
0
Alerts
Address changed in CRM but not Custodian
Fee schedule updated in Billing, not reflected in Agreement
New account in Custodian, missing from CRM
Contact removed from Portfolio System, still active in CRM
Policy threshold exceeded: 15 unresolved items
Step 3 / 3
Notifications & Evidence
Export PDF
Email sent to operations team
Slack notification sent
Task created in workflow queue
10:15:42 AM
Drift scan completed
10:15:43 AM
5 changes detected across 4 systems
10:15:44 AM
2 alerts triggered based on policy rules
10:15:44 AM
3 warnings logged for review
10:15:45 AM
Evidence trail generated