Meetings (11)
Apr 20 10:31AM
Apr 17 10:30AM
Mar 30 9:58AM
Mar 18 10:32AM
Mar 17 10:31AM
Oct 31 12AM
Ravi / Bryan 1:1 (ZH) Zenara Health
Oct 27 12AM
AI Dev Team Daily Sync (ZH) Zenara Health
Sep 26 12AM
Azure discussion meeting (IMH copy) Zenara Health
Aug 11 12AM
AI Dev Meeting (IMH copy) Zenara Health
Jun 17 12AM
Jas day 2 (IMH copy) Zenara Health
May 12 12AM
Decisions (9)
Apr 28, 2026
Launch as five for current rock cycle
Decided to launch 'as five' for this rock cycle now that the team knows what they're doing and have measurable objective...
Apr 28, 2026
Set May 1st deadline for design changes and completion
Committed to completing all design changes and related deliverables by May 1st for the current rock cycle.
Apr 28, 2026
Implemented Linear to Teams MCP automation
Approved the creation of a Linear to Teams MCP that automatically syncs all Teams tasks and transcripts to Linear every ...
Apr 28, 2026
Created weekly Ellton report automation in Claude
Decided to automate the weekly Ellton report generation in Claude to run every Wednesday, pulling data from the Linear s...
Apr 28, 2026
Replaced Java role with Linear to Cloud Code integration
Decided to replace the Java role with Linear to Cloud Code using team connector for improved reliability and integration...
Apr 28, 2026
Refactor Timer Architecture
Decided to completely refactor the Timer architecture rather than patch existing defects. The new architecture will foll...
Apr 28, 2026
Approve Infrastructure Load Testing
Approved the infrastructure load testing and concurrent users capacity demonstration, which is now complete and ready fo...
Apr 28, 2026
Thinkative product readiness assessment
Bryan confirmed that the Thinkative product is ready for sale with security and compliance at an A/A- level after patche...
Apr 28, 2026
Offer extended to Ashley for Head of Commercial role
Morris decided to extend an offer to Ashley, who previously served as founding go-to-market person at Alma (a psychiatry...
Action Items (106)
Apr 28, 2026
Create corrected data dump query
done · View Meeting
Apr 28, 2026
Fix admin portal to use direct database queries instead of stored procedures
done · View Meeting
Apr 28, 2026
Validate duplicate data issues with Lynette and Anton
open · View Meeting
Apr 28, 2026
Investigate Kimelin Howard duplicate records
done · View Meeting
Apr 28, 2026
Investigate Cameron Tillman duplicate license issue
done · View Meeting
Apr 28, 2026
Prevent Romar from creating test data in production
open · View Meeting
Apr 28, 2026
Purchase Dell laptop charging cable
open · View Meeting
Apr 28, 2026
Review admin portal requirements with Pam
open · View Meeting
Apr 28, 2026
Create Lucid account copy and transfer to Miro
open · View Meeting
Apr 28, 2026
Set up Miro board access for team members
open · View Meeting
Apr 28, 2026
Clean up test accounts in database
done · View Meeting
Apr 28, 2026
Investigate duplicate roster IDs in database
done · View Meeting
Apr 28, 2026
Create new roster user and roster license table structure
done · View Meeting
Apr 28, 2026
Contact Scott for Twilio backend implementation
pending_review · View Meeting
Apr 28, 2026
Set up Claude team account with proper controls
pending_review · View Meeting
Apr 28, 2026
Oversee Stripe implementation with SL Tech
pending_review · View Meeting
Apr 28, 2026
Get looped in on Twilio/Azure texting troubleshooting
pending_review · View Meeting
Apr 28, 2026
Coordinate with Andrew on Twilio backend implementation
pending_review · View Meeting
Apr 28, 2026
Ensure Anton completes tickets 1075 and 1077 by Monday morning
pending_review · View Meeting
Apr 28, 2026
Clarify priority conflict resolution with Anton
pending_review · View Meeting
Apr 28, 2026
Create phone number upload script for agent database
pending_review · View Meeting
Apr 28, 2026
Fix import roster logic to capture phone numbers
pending_review · View Meeting
Apr 28, 2026
Organize backlog with Nancy for prioritization
pending_review · View Meeting
Apr 28, 2026
Prepare sign-up process requirements with SL Tech
pending_review · View Meeting
Apr 28, 2026
Investigate environment review and cloud migration
pending_review · View Meeting
Apr 28, 2026
Set up Romar for AI/VIB coding QA training
pending_review · View Meeting
Apr 28, 2026
Prepare payment flow update as first VIB coding project
pending_review · View Meeting
Apr 28, 2026
Assess Stripe migration accounting impact
done · View Meeting
Apr 28, 2026
Complete Miro board access setup for Nancy and Daniel
pending_review · View Meeting
Apr 28, 2026
Oversee Stripe implementation with SL Tech
pending_review · View Meeting
Apr 28, 2026
Get looped in on Twilio/Azure texting issue resolution
pending_review · View Meeting
Apr 28, 2026
Complete Twilio outbound calling implementation
pending_review · View Meeting
Apr 28, 2026
Ensure Anton completes tickets 1075 and 1077 by Monday morning
pending_review · View Meeting
Apr 28, 2026
Communicate priority conflict resolution to Anton
pending_review · View Meeting
Apr 28, 2026
Get file upload build ready for testing
pending_review · View Meeting
Apr 28, 2026
Set up AI/Vibe Coding environment and team training
pending_review · View Meeting
Apr 28, 2026
Have Nancy help organize and prioritize backlog
pending_review · View Meeting
Apr 28, 2026
Get involved in sign-up process design with SL Tech
pending_review · View Meeting
Apr 28, 2026
Investigate cloud database migration for cost savings
pending_review · View Meeting
Apr 28, 2026
Create phone number upload script for agent database
pending_review · View Meeting
Apr 28, 2026
Fix roster import to capture phone numbers
pending_review · View Meeting
Apr 28, 2026
Plan Stripe migration customer communication strategy
pending_review · View Meeting
Apr 28, 2026
Set up Claude team account with proper controls
pending_review · View Meeting
Apr 28, 2026
Compile one-to-many profile requirements documentation
pending_review · View Meeting
Apr 28, 2026
Prepare updated multi-state license requirements document
pending_review · View Meeting
Apr 28, 2026
Schedule follow-up meeting for multi-state license solution
pending_review · View Meeting
Apr 28, 2026
Build brokerage editor and visibility editor in admin panel
done · View Meeting
Apr 28, 2026
Implement brokerage license validation and update process
done · View Meeting
Apr 28, 2026
Remove state licensing restriction on opportunity visibility
done · View Meeting
Apr 28, 2026
Research state license law nuances for multi-state jurisdictions
pending_review · View Meeting
Apr 28, 2026
Design multi-state license and brokerage visibility solution
pending_review · View Meeting
Apr 27, 2026
Docker Compose Open Web UI and Light LLM
open · View Meeting
Apr 27, 2026
Reconfigure Open Web UI to connect through Light LLM
open · View Meeting
Apr 27, 2026
Implement Microsoft SSO login for Open Web UI
open · View Meeting
Apr 27, 2026
Change admin password for Open Web UI
open · View Meeting
Apr 27, 2026
Verify access to llm.imh.care
open · View Meeting
Apr 27, 2026
Verify Miro board access for Josh
open · View Meeting
Apr 27, 2026
Discuss Azure Prompt Flow scalability with UKSH
open · View Meeting
Apr 27, 2026
Evaluate alternative solutions to Microsoft Prompt Flow
open · View Meeting
Apr 27, 2026
Improve Azure batch endpoint deployment UI/UX
done · View Meeting
Apr 27, 2026
Confirm weekly meeting schedule with Thinkitive team
open · View Meeting
Apr 27, 2026
Obtain data dictionary for Thinkitive database
open · View Meeting
Apr 27, 2026
Review Figma diagrams for sprints 3-5
done · View Meeting
Apr 27, 2026
Create weekly status reports in Jira and Confluence
open · View Meeting
Apr 27, 2026
Create Confluence space for status reports
done · View Meeting
Apr 27, 2026
Discuss stage environment infrastructure decision
open · View Meeting
Apr 27, 2026
Provide updated Sprint 1 credentials
done · View Meeting
Apr 27, 2026
Establish stronger touchpoint cadence with Kier
open · View Meeting
Apr 27, 2026
Resolve Miro environment access
open · View Meeting
Apr 27, 2026
Reschedule Zoom accounts meeting
open · View Meeting
Apr 27, 2026
Discuss marketing and engagement documentation with Ganesh
open · View Meeting
Apr 27, 2026
Ensure team has Jira access
open · View Meeting
Apr 27, 2026
Schedule meeting with Ravi
open · View Meeting
Apr 27, 2026
Get refined mockup of simplified dashboard
done · View Meeting
Apr 27, 2026
Decide on assessment form approach
open · View Meeting
Apr 27, 2026
Clarify AI implementation approach with Ravi
open · View Meeting
Apr 27, 2026
Confirm endpoint details and key names with Jack
done · View Meeting
Apr 27, 2026
Create end-to-end loan workflow video
done · View Meeting
Apr 27, 2026
Deploy updated code today
done · View Meeting
Apr 27, 2026
Connect about handover after meeting
done · View Meeting
Apr 27, 2026
Follow up on client homework assignment completion
open · View Meeting
Apr 27, 2026
Schedule weekly check-in calls with client
open · View Meeting
Apr 27, 2026
Identify and hire implementation person
open · View Meeting
Apr 27, 2026
Create copy of workflow to demonstrate potential with implementation
open · View Meeting
Mar 18, 2026
Reach out to Scott regarding calling feature changes
done · View Meeting
Mar 18, 2026
Decide on calling feature implementation approach
done · View Meeting
Mar 18, 2026
Send email template snapshot to Pam
done · View Meeting
Mar 18, 2026
Coordinate with Eugene on file upload demo
done · View Meeting
Mar 18, 2026
Create three tickets for email templates and AC failure documentation
done · View Meeting
Mar 17, 2026
Document what happens when opportunity expires after payment authorization
done · View Meeting
Mar 17, 2026
Document what happens when user or provider cancels after payment
done · View Meeting
Mar 17, 2026
Document what happens when payment fails
done · View Meeting
Mar 17, 2026
Investigate Hangfire job execution for ACH refunds
done · View Meeting
Mar 17, 2026
Clarify server timezone for payment timestamps
done · View Meeting
Mar 17, 2026
Verify credit card vs debit card authorization handling
done · View Meeting
Mar 17, 2026
Determine correct cancellation fee deduction logic
done · View Meeting
Mar 17, 2026
Add void notification email to payment flow
done · View Meeting
Mar 17, 2026
Document all email notification scenarios in payment flow diagram
done · View Meeting
Mar 17, 2026
Verify ACH refund logic with Phoenix support
done · View Meeting
Mar 17, 2026
Clarify ACH refund timing and status checking logic
done · View Meeting
Mar 17, 2026
Investigate and fix cancellation fee charging issue
done · View Meeting
Mar 17, 2026
Create visual flow diagram in Miro for Phoenix payment processing
done · View Meeting
Mar 17, 2026
Define changes for Phoenix payment capture logic, authorization, messaging, and payment workflow
done · View Meeting
Mar 17, 2026
Send Phoenix refund logic diagram for 5-day wait verification
done · View Meeting
Mar 17, 2026
Investigate ACH payment failure handling and account blocking
done · View Meeting
Mar 17, 2026
Verify Hangfire job ACH payment status check before refund
done · View Meeting