Provisional application
Starting point
AppCall
Docketing and deadlines
CSV export + script
Fully automated — daily, via Power Automate + scheduled Python script
Script re-run logic
Fills blank columns only, never overwrites existing values; creates a new row only if the matter isn't found
Row created in Monday.com
One row per application · Application Type also comes directly from AppCall
Matter Status column
Direct mirror of AppCall — the single source of truth. New AppCall values auto-create matching labels; nothing is added/renamed/retired on the Monday side. Workflow-only statuses (e.g. "Needs to go to Owner") live on the separate, already-existing "Application Status" column.
Checklist built manually
Only 2 of 6 types done
Application type can change, depending on:
If it changes, the existing row moves to the new group (script never deletes — create-only)
TO BUILD — Application Type
Status-triggered — moves the item automatically when application type changes. Board structure still pending: one board with 7 groups vs. 7 separate boards.
12-month deadline
After provisional filed
12-month deadline
After provisional filed
30-month deadline
Total, per Rosa
USPTO restriction
Multiple inventions found
Open question
Enters at existing stage
Not deadline-driven
Sub-step loop (count varies by type)
Application Status changes
Already built — this column drives the loop
DONE — Owner column for notification
Owner acts
TO BUILD — Next Steps
• Roll out the notification automation on the 2 boards where Rosa's fully mapped the sub-steps
• Replicate it on the remaining boards (Divisional, Continuation, National Phase, etc.) as Rosa finishes documenting each type's sub-steps and assignees
All steps complete