Evidence inventory · 25 July 2026

What ships today

Every capability you can use today, and every verified gap, across five stages of client work.

stages

239

public capability statements

verified gaps named

A capability appears under Ships today only when a person can reach it end to end. Engines without a surface, placeholders and broken paths appear under Not built.

1.0

Win

Find, clean and qualify the work worth winning.

92 live statements7 verified gaps

Full inventory

Contacts and acquisition11 live
Filters, segments and export15 live
Record depth and enrichment16 live
Outreach25 live
Opportunity decisions10 live
Upwork assistant15 live

Contacts and acquisition

11 live

Keep a system of record with about fifty structured fields on every contact.
Import contacts from CSV with automatic header and alias mapping.
Add one off contacts manually without taking a CSV detour.
Describe who you want in a sentence and add real, enriched contacts to a list.
See an auditable record of every acquisition request, batch and outcome.
Exact email duplicates merge automatically, while uncertain phone and fuzzy matches wait for review.
Compare uncertain duplicates side by side and resolve field conflicts before merging them.
See likely duplicate badges directly in the contact table.
Record do not contact with a reason: manual, unsubscribe, hard bounce or spam complaint.
Move contacts to a visible trash, restore them, or let an owner or admin permanently erase a trashed record.
Review a field level audit history for every contact.

Filters, segments and export

15 live

Filter contacts across more than thirty dimensions.
See live counts for every filter option before committing to a segment.
Save a complex filter as a reusable view.
Apply common segments through one click filter chips.
Filter whole regions such as the EU or Nordics in one action.
Filter contacts by their current outreach state.
Apply reversible bulk updates to every contact matching a query.
Assign a whole imported batch to one or more segments.
Create durable named segments for filtering, bulk work and export.
Save static prospect lists that feed outreach campaigns.
Create, AI suggest and merge industry tags.
Add free text colored labels for lightweight categorization.
Configure Upwork job categories independently of contact segments.
Split a segment reproducibly into test and holdout groups without spreadsheet math.
Export up to 25,000 contacts with explicit exclusion counts and reasons instead of silent row drops.

Record depth and enrichment

16 live

Edit validated contact and company details through a structured multi tab record.
Keep a timeline of eight typed activity kinds instead of one notes field.
Discuss a particular call, email or activity in its own thread.
Schedule, reschedule and complete follow up activities on the timeline.
See employment history labeled as confirmed or inferred rather than presented with false certainty.
Follow or mute a contact and collect its updates on a notifications page.
Assign contacts to an owner through the organization roster.
Upload contact avatars and company logos manually.
Enrich avatars and logos automatically on a thirty minute schedule.
Save a personal contact table layout, including column order, visibility and width.
Enrich contacts through connected Apollo, Apify and OpenAI services plus native web retrieval.
Verify email addresses and use the result as a filterable deliverability signal.
Recover stuck enrichment work automatically every thirty minutes.
Inspect every enrichment request and its outcome.
See contact status distribution at a glance without presenting it as a deal pipeline.
See the monthly trend in newly created contacts.

Outreach

25 live

Create, update, pause, resume and complete campaigns from Taoro.
Filter every campaign by status from one list.
Create a campaign through a guided three step flow connected to Instantly.
Enroll contacts through one shared gate that rechecks do not contact, cooling rules and copy variant selection.
Add and remove contacts from reusable prospect lists.
Pull enrollment state from the sending provider manually alongside webhook updates.
See live top line campaign statistics.
Set a different cooling period for each outreach outcome.
Suppress future outreach organization wide as soon as an unsubscribe, hard bounce or complaint arrives.
See whether a contact can be contacted now and the reason when they cannot.
Schedule timezone aware send windows that dispatch every ten minutes.
Unsubscribe an individual contact manually without waiting for a webhook.
Create A/B copy variants and let Thompson sampling choose between them.
Generate campaign copy drafts with the organization’s own OpenAI key.
See each variant’s estimated chance of winning and the confidence behind it.
See open, click, reply and bounce health for each campaign, including a healthy, warning or critical band.
Audit deliverability and suppressed addresses across the whole organization.
Read every campaign reply in one central feed.
Turn a reply into a task without leaving the feed.
Open the related contact and campaign from each reply.
Capture and deduplicate provider events so they update enrollment, compliance and engagement state once.
Keep transactional email and cold outreach on separate sending paths and suppression rules.
Score engagement from real opens, clicks, replies, bounces and unsubscribes with a thirty day half life.
Read engagement scores and tiers per contact or across the organization.
Show the weighting behind the engagement score rather than hiding it behind an opaque label.

Opportunity decisions

10 live

Review standalone opportunities in kanban and table views; they are not attached to contact records.
Create an opportunity from a rep’s stated starting estimate.
Turn an Upwork job into a forecastable opportunity without re entering it.
See Bayesian win probability with P10 and P90 bounds.
See how much effort an opportunity merits through confidence adjusted Kelly sizing.
Review how the probability changed over the life of an opportunity.
Compare predicted win rate bands with actual outcomes in a calibration chart.
Record an outcome and feed it back into future calibration.
See total expected value and bet versus pass counts by channel.
Prevent the same Upwork job from becoming duplicate opportunities on a later scan.

Upwork assistant

15 live

Run saved Upwork searches every fifteen minutes and collect matching jobs every ten minutes.
Preview and add a one off Upwork job by URL.
Reject unsuitable clients through hard rules and keep a visible rejection log.
Score job fit and write a cover letter from the organization’s own portfolio and style settings.
Keep several proposal drafts and select the active version.
Create, reorder and choose a default cover letter style.
Use portfolio items as grounded inputs to proposal generation.
Keep a per job activity timeline and append handoff notes.
Recheck whether a job is still available before investing in a proposal.
Star, bulk triage, trash and restore jobs from the working table.
Clean the feed automatically every hour using per category thresholds.
Use different fit scoring weights for different job categories.
Turn a job into a standalone opportunity in one action.
See job discovery volume and fit score trends.
Save a personal Upwork table layout through the same preference engine used by contacts and tasks.

Verified boundary

Not built

No roadmap date implied. No placeholder counted as product.

Taoro does not ingest anonymous visitor intent, identify visitors by IP, or buy firmographic and technographic feeds.
Standalone opportunities cannot be attached to contact records, so Taoro is not a connected sales pipeline CRM.
Contacts use a fixed set of structured fields; users cannot create arbitrary custom contact fields.
The lead mobile API has no shipped mobile client.
The campaign Workflow tab contains placeholder steps, and Taoro has no native outreach sequence builder; cadence lives in Instantly.
The reply feed is email only and read only; it cannot compose replies or combine LinkedIn and SMS conversations.
The probability model does not derive a new opportunity’s prior from historical outcomes in its segment.

2.0

Book

Let clients book real time, on your domain.

44 live statements11 verified gaps

Client facing doors

Client door 01 · Book

The client's view

/book/[orgSlug]/[typeSlug]

The public surface a client opens.

The boundary

Guests pick a time and land on your calendar.

They cannot cancel or reschedule themselves yet.

Underneath this

01Weekly rules plus date overrides, buffers, notice and advance cap.
02DST correct slot math in two passes.
03HMAC signed slot tickets stop a guest from forging a start time.

Full inventory

Event types and availability18 live
Calendar and public flow9 live
Notifications and staff operations7 live
Branding, domains and embeds10 live

Event types and availability

18 live

Define a bookable service with duration, location, buffers, minimum notice and an advance booking limit.
Offer several durations, such as fifteen, thirty and sixty minutes, from one event type.
Protect time before and after each appointment with booking buffers.
Prevent bookings inside a configurable minimum notice window.
Limit how far into the future guests can book.
Offer in person, phone and Google Meet locations.
Duplicate an event type when creating a similar offer.
Archive, restore and activate or deactivate an event type without deleting its history.
Group event types under a project level booking page.
Archive and restore an entire booking project.
Set recurring weekly availability, including split shifts.
Close a holiday or open an exceptional date through date overrides.
Start each new booking project with a default availability schedule.
Calculate slots correctly across daylight saving changes and multiple shifts in a day.
Bind each offered slot to a signed ticket so a guest cannot forge a different time.
Read busy time from Google Calendar before offering a slot.
Fall back to schedule only availability instead of failing the page when the calendar connection is unavailable.
A booking page backed by several calendars will not offer a time when any connected host is busy.

Calendar and public flow

9 live

Create, update and delete the host’s calendar event when staff creates, reschedules or cancels a booking.
Retry a failed calendar synchronization without recreating the booking.
Test Google Calendar credentials before relying on them.
Give guests a public, timezone aware booking page.
Treat repeated submissions idempotently so a double click cannot create two bookings.
Screen public submissions with a honeypot and Turnstile.
Turn every booking guest into a contact automatically.
Give confirmed guests one click add to calendar links for Google, Outlook and Microsoft 365.
Show the confirmed time in the guest’s own timezone.

Notifications and staff operations

7 live

Booking confirmations, host alerts, cancellations and approximately twenty four hour reminders send on their own.
Switch any booking email type on or off for the whole organization or for one booking project.
See every booking for one project.
See bookings from every project in one cross project list.
Open a complete booking record with its available staff actions.
Let authorized staff cancel with a reason, remove the calendar event and email the guest.
Let authorized staff reschedule through the live slot picker and synchronize the calendar again.

Branding, domains and embeds

10 live

Brand booking globally, per project or per event type, with field level inheritance.
Create named light and dark palettes and fork an existing palette as a starting point.
Match a guest’s system preference for light or dark mode automatically.
Upload a logo and cover image without external image hosting.
Run a booking page on the organization’s own verified domain.
Show the exact CNAME and TXT records required for domain setup.
Embed booking inline on any site.
Add a self contained floating booking button without an external script dependency.
Turn any existing page element into a booking pop up trigger.
Copy a working React embed component without installing a Taoro package.

Verified boundary

Not built

No roadmap date implied. No placeholder counted as product.

The stored event type host roster does not route bookings, and round robin or assigned host booking does not exist.
Public booking submissions are screened by a honeypot and Turnstile, but they are not rate limited.
The confirmation page self cancel link currently leads to a route that does not exist.
Guests cannot reschedule themselves; rescheduling requires authorized staff.
Paid bookings and deposits do not exist.
Group and multi seat events do not exist.
Google Meet is the only native conferencing option; Zoom and Teams are not connected.
Booking reminders are email only; SMS reminders do not exist.
Recurring bookings do not exist.
The active event type counter has no visible consumer or plan limit surface.
Public booking pages do not yet ship the claimed “Powered by Taoro” badge or viral loop.

3.0

Run

Model the work, then let rules move it.

49 live statements6 verified gaps

Client facing doors

Client door 01 · Brief

The client's view

/f/[token]

The public surface a client opens.

The boundary

A client submits a brief and it lands as a task on the right board.

They cannot attach files yet.

Underneath this

01Dropdown options read the board’s current columns, never a snapshot.
02The submission becomes a task with your fields.
03The team is emailed within seconds.

Client door 02 · Watch

The client's view

/share/[token]

The public surface a client opens.

The boundary

Clients see the columns you chose and nothing else.

They cannot comment or approve yet.

Underneath this

01Eight structural fields can never appear, whatever you select.
02Every link is revocable.
03Public views support light and dark on your brand.

Full inventory

Board model6 live
Views6 live
Task detail and collaboration9 live
Files and custody7 live
Client facing work8 live
Templates and handoffs8 live
Automation5 live

Board model

6 live

Create, update, reorder and delete fifteen kinds of board columns.
Store each column type in the correct typed slot instead of flattening everything into text.
Calculate formula columns live and reject circular dependencies instead of serving stale answers.
Roll child values and progress into parent mirror columns.
Link matching items across boards automatically every five minutes.
Refresh reverse links and reconcile missed links automatically.

Views

6 live

Work in a grouped, virtualized table with a visible subtask tree.
Move work through a drag and drop kanban board.
Move and resize work on a timeline or Gantt view.
Review deadlines in a calendar view without leaving the board.
Review due work in a day grouped agenda.
See every board at once, totals, overdue work, blocked work, progress and planned load per person.

Task detail and collaboration

9 live

Build parent and child task hierarchies with a proportional status rollup.
Create blocking dependencies with cycle protection.
Add, complete and reorder checklist items inside a task.
Write threaded comments, edit them and react to them.
Assign several organization members to one task.
Review every task status, value and member change in an activity feed.
Move tasks to trash and restore them later.
Customize and reorder each board’s status catalog.
Save a personal table state for each board.

Files and custody

7 live

Store files in Box with Google Drive failover.
Register, restore and permanently purge individual file versions.
Recover deleted files and versions from a visible trash.
Give authorized roles a deliberate permanent erasure path.
Use an attachment as a visual card cover.
Download files through short lived signed links that work for staff and public share visitors.
Let an organization administrator choose the cloud provider backing its files.

Client facing work

8 live

Share one task externally through a revocable link without requiring a client account.
Share a whole board through one themed public link.
Choose column by column what a client sees.
Assignee identity, internal estimate hours, attached files, cross board links, rollups, formulas, people columns and action buttons can never appear on a public share link.
Let a client switch a shared board between light and dark themes.
Build a public intake form that creates a task directly on a board.
Keep form options synchronized with the board’s current column configuration.
Receive an email within seconds whenever a client submits an intake form.

Templates and handoffs

8 live

Clone a proven board for a new client.
Generate a whole month of dated service items and weekly administrative subitems in one action.
Create a batch of deliverables with the same review cascade.
Create a multi round Draft to Handover review cycle as one task cascade.
Install a proven automation pack in one action.
Install estimated and actual hour columns across nine roles, including a computed variance, in one action.
Install a complete creative production setup with workflow stages, client visibility, legal approval, per role hours and automation in one action.
Turn a contact, an Upwork job or an outreach reply directly into work without retyping it.

Automation

5 live

Rules fire when a status changes, when an item is created and when a button is clicked.
Automation work drains every five minutes rather than in real time.
Rules can change a status, roll subitem completion into the parent, set a cell, archive an item and link items across boards.
Each automation cascade has a depth cap, an at most once reservation and a per event action budget.
Every automation run writes an internal execution row; there is no operator facing run history screen yet.

Verified boundary

Not built

No roadmap date implied. No placeholder counted as product.

My Work, Dashboard and Workload inside the view switcher are placeholder tabs; the real cross board page is /tasks/overview.
Comments store correctly, but comments and mentions do not notify anyone.
The automation notify action records intent but does not deliver a message to a person.
Assignment change, cell change and date reached triggers are selectable but have no producer and will not fire.
Clients cannot comment or approve from a shared board.
Clients cannot attach files to an intake form.

4.0

Bill

Invoice, chase and reconcile without a second tool.

32 live statements18 verified gaps

Client facing doors

Client door 01 · Pay

The client's view

/pay/[token]

The public surface a client opens.

The boundary

A client pays by card and the invoice settles itself.

The invoice is a web page, not a PDF.

Underneath this

01Double entry posts on issue and reverses on void.
02EU reverse charge and compound VAT use live ECB rates you can override.
03Card payment runs through your own Stripe account; the money never touches ours.

Full inventory

Ledger and reports5 live
Invoices, payments and collections14 live
Clients and reconciliation8 live
Time to invoice5 live

Ledger and reports

5 live

Use a real chart of accounts beneath invoice and bank postings.
Issue invoices into double entry journal entries and reverse those entries when an invoice is voided.
Run an accrual profit and loss report for a chosen period.
See direct cash flow separately from accrual profit and loss.
Compare booked and collected revenue across a twelve month trend.

Invoices, payments and collections

14 live

Create, update, issue, void, trash and restore receivable invoices through a real state machine.
Apply EU reverse charge and compound multi component VAT.
Preview the live ECB exchange rate while creating an invoice.
Override and lock an exchange rate when the negotiated rate differs from the daily feed.
Record a bank transfer, cash or other manual payment.
Review partial and multiple payments in a visible payment history.
Give a client a hosted card payment page through the organization’s own Stripe account; the money never touches Taoro’s account.
Mark an invoice paid automatically when the organization’s Stripe webhook confirms settlement.
Move issued invoices to overdue automatically each day.
Set an organization wide overdue reminder cadence.
Override or disable that cadence for a particular client.
Enable or pause reminders on a particular invoice.
Send due reminders automatically each day with the card payment link included.
Send a reminder manually and review its complete send history.

Clients and reconciliation

8 live

Keep a finance client registry separate from contact records.
Set base currency, fiscal year, period locks and the posting account map.
Manage several bank accounts, each mapped to a ledger asset account.
Paste CSV transactions into an idempotent bank statement import.
See suggested invoice matches with an explainable score and reasons such as exact amount, nearby date and matching reference.
Match, unmatch, reconcile or exclude a bank transaction manually.
Review an audit history for each bank transaction.
Enable bank reconciliation per organization through a feature flag.

Time to invoice

5 live

Import tracked time from a connected provider such as Upwork or Hubstaff.
Approve or reject billable time before invoicing it.
Summarize hours and value across members and projects.
Turn approved imported time into a receivable invoice in one action.
Map provider members and projects to internal records before billing their time.

Verified boundary

Not built

No roadmap date implied. No placeholder counted as product.

The general ledger engine exists, but there is no general ledger viewer.
Users cannot create custom ledger accounts through an action or page.
There is no balance sheet report.
There is no invoice PDF.
Issuing an invoice does not email it; only overdue reminders send automatically.
There are no accounts payable, vendors or vendor bills.
There is no expense tracking model or surface.
Bank import is pasted CSV only; there is no bank connection, file upload or OFX, MT940 or CAMT.053 parser.
Board hour columns do not become invoice lines; invoiced time must come from a connected time provider.
A fresh organization is not given its default chart of accounts automatically.
Nobody can subscribe to or pay Taoro in product today.
There is no billing settings page for plans, seats or Taoro invoices.
The plan catalog exists only in the database and no application code reads it.
A new organization does not receive a usable billing profile automatically.
Billing domain events are recorded, but no consumer acts on them.
Seat changes exist only as an unused database table.
Plans do not drive feature entitlements, so tier boundaries are not enforced product truth.
The Stripe subscription webhook receiver works, but it is only the receiving half and does not create a subscription path.

5.0

Govern

Decide who can do what, and with whose keys.

22 live statements8 verified gaps

Full inventory

Access and organization8 live
Authentication6 live
Keys, integrations and controls8 live

Verified boundary

Not built

No roadmap date implied. No placeholder counted as product.

Email and password signup currently fails in production; Google OAuth and magic link access work.
There is a notifications page, but there is no global notification bell or unread badge in the app shell.
Organizations cannot enter their own Instantly credentials because the cold email provider has no settings card.
Tier preset machinery is unreachable, and its paid tier branches currently skip rather than provision features.
Background pipelines are scheduled, not real time; their intervals range from five minutes to daily.
There is no whole workspace data export; only narrower exports such as the contact export are evidenced.
The standalone jobs module has no customer surface and is only an outbox test harness.
Share links do not hide every potentially sensitive user defined value by default; the organization chooses visible columns, while only the eight structural exclusions are absolute.

What ships today

Contacts and acquisition

Filters, segments and export

Record depth and enrichment

Outreach

Opportunity decisions

Upwork assistant

Not built

Client door 01 · Book

Event types and availability

Calendar and public flow

Notifications and staff operations

Branding, domains and embeds

Not built

Client door 01 · Brief

Client door 02 · Watch

Board model

Views

Task detail and collaboration

Files and custody

Client facing work

Templates and handoffs

Automation

Not built

Client door 01 · Pay

Ledger and reports

Invoices, payments and collections

Clients and reconciliation

Time to invoice

Not built

Access and organization

Authentication

Keys, integrations and controls

Not built