NAVICA

Karbon Now Tells You When a Signed Engagement Is Waiting

A new daily alert lists every accepted engagement that hasn't been activated yet, so signed work stops sitting unnoticed.

By Max Ducharme

Illustration of a white lighthouse on a snowy point at dusk, sending a glowing line of light down to a small boat waiting at an icy jetty.
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As of Karbon’s October 26, 2026 release.

What changed

Each business morning, Karbon sends one alert listing every engagement a client has accepted that hasn’t been activated yet. It’s a digest sent to the engagement sender, not one alert per engagement, and it links straight to the Accepted tab in Triage.

What it changes day to day

Before this, there was no notification when a client signed. You would have to manually check for signed engagements every day.

Brooks told a story on the podcast that sums it up. He emailed a client to ask why they hadn’t signed their proposal. The client had signed it a week earlier. It was embarrassing for Brooks, and he lost a week of momentum on the project.

Now the signature finds you. Activation is still a manual step, but you no longer need to go look for it every day.

What I’d do

  • Treat the alert as part of Triage: handle it in your morning Triage session and activate the engagement the same day.
  • Track sales and renewals in work items, too. I use a ‘Sales & Onboarding’ work template for new clients and a recurring ‘Renewal & Reboarding’ template for every active client, timed to each of their renewal dates. Here’s how I set that up.
  • Vote in The Loft for engagement webhooks so those work items can follow the engagement automatically.

Brooks and I talk through this one in the October episode. More from this release: the October release roundup. Source: Karbon release notes, October 26, 2026.

Max Ducharme ran an accounting firm for five years. In that time, revenue more than doubled, and average revenue per employee rose from $89,000 to $150,000. He taught himself Python to build the integrations the firm needed. Today he builds tools that solve the problems accounting firms face now. He is a Six Sigma Black Belt and co-hosts the Working Theory podcast.

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