Meetings (7)
Apr 19 11AM
Apr 17 10:30AM
Apr 8 9PM
Mar 20 2:30PM
Mar 17 1:01PM
Jul 24 12AM
Hold for IMH deepak Zenara Health
Apr 28 12AM
IMH Work Zenara Health
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 (88)
Apr 28, 2026
Establish communication protocol with team leadership
done · View Meeting
Apr 28, 2026
Reassign Angelique to leadership capacity
open · View Meeting
Apr 28, 2026
Clean up Teamwork, Slack, Gmail, and Jira access
open · View Meeting
Apr 28, 2026
Request password reset assistance from Angelo
open · View Meeting
Apr 28, 2026
Discuss Charm Enterprise account activation
open · View Meeting
Apr 28, 2026
Log bug for Charm medical history import workflow
open · View Meeting
Apr 28, 2026
Investigate custom form options in Charm scheduling
open · View Meeting
Apr 28, 2026
Provide solutions for annual visit scheduling and consent requirements
open · View Meeting
Apr 28, 2026
Develop care navigator task assignment workflow
open · View Meeting
Apr 28, 2026
Get legal opinion on Charm API usage for referral management
open · View Meeting
Apr 28, 2026
Implement automated referral intake system
open · View Meeting
Apr 28, 2026
Instruct Joe to use tasks instead of referrals for follow-ups
open · View Meeting
Apr 28, 2026
Develop nurse note workflow with provider sign-off
open · View Meeting
Apr 28, 2026
Customize treatment plan goals and objectives in Charm
open · View Meeting
Apr 28, 2026
Encourage Joe to use Whisper Flow instead of Whisper AI
open · View Meeting
Apr 28, 2026
Investigate auto-scoring for questionnaires in Charm
open · View Meeting
Apr 28, 2026
Explore dual-signature PDF upload options in Charm
open · View Meeting
Apr 28, 2026
Compile and send follow-up answers to Charm implementation team
open · 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
Troubleshoot printer offline issue
pending_review · View Meeting
Apr 28, 2026
Communicate Claude reimbursement policy to team members
pending_review · View Meeting
Apr 28, 2026
Export Azure tickets from DevOps
pending_review · View Meeting
Apr 28, 2026
Email exported Jira and Azure tickets to Pam
pending_review · View Meeting
Apr 28, 2026
Set up keypleaseconnect.com domain with Cloudflare DNS
pending_review · View Meeting
Apr 28, 2026
Notify Nick about Cloudflare invitation and email domain setup
pending_review · View Meeting
Apr 28, 2026
Discuss Anthropic account setup with Bryan
pending_review · View Meeting
Apr 27, 2026
Investigate admin panel access issue
done · View Meeting
Apr 27, 2026
Complete admin panel work except roster upload
done · View Meeting
Apr 27, 2026
Start bulk upload functionality
done · View Meeting
Apr 27, 2026
Plan backend repository restructuring
open · View Meeting
Apr 27, 2026
Discuss property management workflows and dynamic opportunities
open · View Meeting
Apr 27, 2026
Establish property management as next week focus
open · View Meeting
Apr 27, 2026
Send meeting invite for 11-12 Eastern tomorrow
open · View Meeting
Apr 27, 2026
Contact support about disabled staging/production button
done · View Meeting
Apr 6, 2026
Establish standard pre-client meeting preparation process
open · View Meeting
Apr 6, 2026
Audit and update Teamwork project management system
open · View Meeting
Apr 6, 2026
Clarify account manager roles and responsibilities
open · View Meeting
Mar 17, 2026
Debrief on Glenn Merzer's passport assessment
done · View Meeting
Mar 17, 2026
Send calendar invite for Q2 planning meeting
done · View Meeting
Mar 17, 2026
Update Slack notification settings
done · View Meeting
Mar 17, 2026
Review and approve generated blog posts
done · View Meeting
Mar 17, 2026
Review and approve generated blog posts
done · View Meeting
Mar 17, 2026
Consider inviting Juliana Heber for podcast and event
done · View Meeting
Mar 17, 2026
Share free membership list for review
done · View Meeting
Mar 17, 2026
Request update to 'looking ahead' section
done · View Meeting
Mar 17, 2026
Update SOP document with Potaize blog post URL step
done · View Meeting
Mar 17, 2026
Send team-agreed values to Next Wave
done · View Meeting
Mar 17, 2026
Request visual improvements to values section
done · View Meeting
Mar 17, 2026
Reword 'True Impact' claims section
done · View Meeting
Mar 17, 2026
Gather community testimonials for impact report
done · View Meeting
Mar 17, 2026
Meet with Zmina to discuss impact report statistics
done · View Meeting
Mar 17, 2026
Send calendar invite for Saturday 9am meeting
done · View Meeting
Mar 17, 2026
Check Coursera for free Google Ads courses
done · View Meeting
Mar 17, 2026
Inform Andrea of Google Ads requirements
done · View Meeting
Mar 17, 2026
Create Google Ads statistics slide for weekly metrics
done · View Meeting
Mar 17, 2026
Create Slack channel for Google Ads updates
done · View Meeting
Mar 17, 2026
Request Google Ads tutorial from Google
done · View Meeting
Mar 17, 2026
Remove pbnsg@gmail account from Google Ads access
done · View Meeting
Mar 17, 2026
Follow up with Andrea on social media strategy status
done · View Meeting