What we need from you, and when

Each confirmation unblocks work on our side, so send inputs as they are ready rather than all at once.

🔴 ASAP: at kick-off

Input	Topic	Applies to
Operating mode (web app / email / both)	Choose how you’ll use Nora	All
5–10 sample submissions + a golden record for each	Sample submissions and golden records	All
Fields to keep or discard	Fields + required/optional	All
What is required/optional	Fields + required/optional	All
Intake option: Nora address or your own mailbox	Intake and email address	Email
Whether to export to Ledger	Review and export	All

🟡 TESTING: before testing in Demo

Input	Topic	Applies to
Demo UI users and roles	Web app access and roles	All
Two-factor authentication (yes / no)	Web app access and roles	All
Demo sender whitelist	Sender whitelist	Email
Demo broker source (Ledger user / mapping) + missing broker (follow-up / fallback)	Broker mapping	Email
Email template changes	Email templates	Email
Branding and sending address	Branding and email masking	Email
BCC copies of Nora’s emails (yes / no)	Intake and email address	Email
Expected volumes at go-live	Testing, go-live and hypercare	All

🟢 GO-LIVE: before rollout

Input	Topic	Applies to
Prod UI users and roles	Web app access and roles	All
Prod sender whitelist	Sender whitelist	Email
Prod broker source (Ledger user / mapping) + missing broker (follow-up / fallback)	Broker mapping	Email
Own mailbox live and redirecting (if chosen)	Intake and email address	Email
Go-live date and first group of senders	Testing, go-live and hypercare	All