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Charlotte

company
4 meetings, 22 decisions, 46 action items
Meetings (4)
Apr 28 9:36AM
Jun 12 12AM
Interlace Health Discussion Interlace Health
Mar 24 12AM
Decisions (22)
Apr 28, 2026
New release communication process implementation
A new release communication process is being developed that will include a calendar and more cyclical, crisp communicati...
Apr 28, 2026
Demo org update process
Cliff will be responsible for reviewing release summaries and coordinating with DevOps (Don) to update the demo org, rat...
Apr 28, 2026
Release 30 deployment timeline
Release 30 (combining releases 2075-30) will be deployed to test environments tonight and to live/production environment...
Apr 28, 2026
New two-week sprint cycle implementation
Transitioning to an updated two-week sprint cycle with 8 days of coding followed by 2 days of QA, starting after release...
Apr 28, 2026
Pricing set at $4,909
Confirmed the service pricing at $4,909, with breakdown showing costs for infrastructure, Stripe fees (3%), and staff co...
Apr 28, 2026
Office hours capacity and compensation structure
Decided that EOH will offer up to 40 office hours per month at full capacity, with partner facilitators paid $200 per of...
Apr 28, 2026
Deploy system on Cloudflare
Decided to deploy the EOH financial model system on Cloudflare using Claude code and GitHub integration for fast deploym...
Apr 28, 2026
Ashley designated as community manager
Agreed that Ashley will serve as community manager for EOH, with reimbursement for hours spent curating the platform.
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
Send foundational materials to team
Peter decided to send out foundational materials to help Katie, Michael, and the team get on the same page about previou...
Apr 28, 2026
Michael Carlson to mentor Ellie
Peter decided to have Michael Carlson mentor Ellie and work closely with her to evaluate whether she's being assigned on...
Apr 28, 2026
Provide one-pager and pitch materials for client distribution
Committed to preparing a one-pager and pitch materials for Interlace Health's cybersecurity training and assessment serv...
Apr 28, 2026
Interlace Health to develop weekly/bi-weekly cybersecurity training service
Decided to roll out a reasonably priced weekly or bi-weekly cybersecurity training service for clients to educate them o...
Apr 28, 2026
Establish referral partnership with 10% commission
Agreed to a referral partnership structure where Bryan's organization will receive 10% commission for referring clients ...
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 (46)
Apr 28, 2026
Install Git and Node.js on Windows machines
done · View Meeting
Apr 28, 2026
Install Claude CLI and Get Shit Done framework
done · View Meeting
Apr 28, 2026
Set up Cloudflare account and API token
open · View Meeting
Apr 28, 2026
Install Wrangler CLI for Cloudflare deployment
done · View Meeting
Apr 28, 2026
Complete to-do list application build and deployment
done · View Meeting
Apr 28, 2026
Schedule follow-up Claude Code training session
open · View Meeting
Apr 28, 2026
Play with Claude Cowork and Claude Code for 30 minutes daily
done · View Meeting
Apr 28, 2026
Reach out to Bryan via WhatsApp for quick questions
done · View Meeting
Apr 28, 2026
Evaluate computer hardware upgrades
open · View Meeting
Apr 28, 2026
Create blog writing automation project
open · View Meeting
Apr 28, 2026
Build financial dashboard with Claude Code
open · View Meeting
Apr 28, 2026
Set up Claude Desktop and create account
done · View Meeting
Apr 28, 2026
Install Whisper Flow voice transcription tool
done · View Meeting
Apr 28, 2026
Disable model training in Claude settings
open · View Meeting
Apr 28, 2026
Create Claude Cowork project for state license verification
open · View Meeting
Apr 28, 2026
Test state license verification automation
open · View Meeting
Apr 28, 2026
Create Claude Cowork project for SEO audit
open · View Meeting
Apr 28, 2026
Set up GitHub account and repository
open · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: [Confirmed] AI Training
open · View Meeting
Apr 28, 2026
Implement mandatory time logging requirement for task closure in Teamwork
done · View Meeting
Apr 28, 2026
Fix user tagging in Teamwork channels
done · View Meeting
Apr 28, 2026
Delete old meeting recordings to free up storage space
pending_review · View Meeting
Apr 28, 2026
Schedule five-minute status update meeting for tomorrow
pending_review · View Meeting
Apr 28, 2026
Request detailed homepage optimization recommendations with visual annotations
pending_review · View Meeting
Apr 28, 2026
Meet with Jericho to review SEO dashboard and refocus on Next Wave before USR
pending_review · View Meeting
Apr 28, 2026
Confirm URL additions with Farhan for domain entries
pending_review · View Meeting
Apr 28, 2026
Meet with Fred about new website client from church
pending_review · View Meeting
Apr 28, 2026
Record client meeting with Krisp and send to Bryan for feedback
pending_review · View Meeting
Apr 28, 2026
Clean up failed Runway generation jobs in automation pipeline
pending_review · View Meeting
Apr 28, 2026
Restructure automation workflow UI - reorganize menu items and pipeline
done · View Meeting
Apr 28, 2026
Fix audio generation in automation video clip creation
done · View Meeting
Apr 28, 2026
Test and implement short link integration in automation posts
done · View Meeting
Apr 28, 2026
Fix analytics feature in automation system
done · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: Busy (N)
open · View Meeting
Apr 27, 2026
Obtain legal business name and entity type for Interlace Health
open · View Meeting
Apr 27, 2026
Add consent checkbox to Interlace Health contact form
open · View Meeting
Apr 27, 2026
Submit Interlace Health campaign for approval
open · View Meeting
Apr 27, 2026
Add consent checkbox to Value Biz contact form
open · View Meeting
Apr 27, 2026
Submit Value Biz campaign for approval
open · View Meeting
Apr 27, 2026
Get clients to add credit card on file for phone numbers
open · View Meeting
Apr 27, 2026
Decide on Advocate Health Charlotte presentation attendance
open · View Meeting
Apr 27, 2026
Reply to Ganesh email requesting sales documentation inclusion
open · View Meeting
Apr 27, 2026
Review and finalize Ganesh's product specification document
open · View Meeting
Apr 27, 2026
Finalize contract with Ganesh and execute in DocuSign
open · View Meeting
Apr 27, 2026
Wire 30% milestone payment to Ganesh
open · View Meeting
Apr 27, 2026
Obtain complete product specifications from Ganesh by Thursday
open · View Meeting