Meetings (5)
Apr 16 12:59PM
Apr 8 9:15PM
Apr 8 9PM
Apr 8 3:03PM
Dec 12 12AM
Nurocoach/ Zenara Weekly Friday Call (ZH) Zenara Health
Decisions (11)
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...
Apr 28, 2026
Declined offshore recruitment project for Avail Health
Ashley decided not to pursue the offshore position recruitment project for Avail Health due to capacity constraints and ...
Apr 28, 2026
Declined offshore recruitment project for Avail Health
Ashley decided not to pursue the offshore position recruitment project for Avail Health due to capacity constraints and ...
Action Items (71)
Apr 28, 2026
Set up Claude to generate daily LinkedIn post options
done · View Meeting
Apr 28, 2026
Develop continuous marketing campaign with AI iteration
done · View Meeting
Apr 28, 2026
Hire second AI-forward engineer
open · View Meeting
Apr 28, 2026
Prepare job description for engineer role
done · View Meeting
Apr 28, 2026
Provide Jazz HR access to Bryan for recruitment
open · View Meeting
Apr 28, 2026
Post engineer job to international boards
open · View Meeting
Apr 28, 2026
Screen and rank engineer applicants using AI
open · View Meeting
Apr 28, 2026
Conduct video interviews with top engineer candidates
open · View Meeting
Apr 28, 2026
Conduct final interviews and recommend top 3 candidates
open · View Meeting
Apr 28, 2026
Discuss compensation adjustment upon contract execution
done · View Meeting
Apr 28, 2026
Resolve Metrical account access issue
done · View Meeting
Apr 28, 2026
Ask Mark about Claude pricing and BAA requirements
done · View Meeting
Apr 28, 2026
Set up Claude team with extra usage credits enabled
done · View Meeting
Apr 28, 2026
Implement Microsoft PHI redaction tool for Claude integration
done · View Meeting
Apr 28, 2026
Set up channel-level access controls for Claude in MS 365
done · View Meeting
Apr 28, 2026
Disable Claude desktop access to sensitive files
done · View Meeting
Apr 28, 2026
Schedule Claude office hours with executive team
open · View Meeting
Apr 28, 2026
Download and test Whisper Flow transcription tool
done · View Meeting
Apr 28, 2026
Research carbon offset options for AI usage
done · View Meeting
Apr 28, 2026
Set up old Mac desktop for Claude agent work
done · View Meeting
Apr 28, 2026
Install Tailscale for remote Mac access
done · View Meeting
Apr 28, 2026
Set up Metrical account for LinkedIn automation
done · View Meeting
Apr 28, 2026
Automate daily LinkedIn connections and messaging
done · View Meeting
Apr 28, 2026
Create LinkedIn video content strategy
done · View Meeting
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
Schedule one-on-one meeting with Charm development representative
pending_review · View Meeting
Apr 28, 2026
Compile and prioritize Charm enhancement requests
pending_review · View Meeting
Apr 28, 2026
Follow up with Mark on Engineer Job Description
pending_review · View Meeting
Apr 28, 2026
Review AI-powered patient triage feature request from California clinicians
pending_review · View Meeting
Apr 28, 2026
Edit and publish podcast episode with Joe Harrison
pending_review · View Meeting
Apr 28, 2026
Promote Bryan's podcast to LinkedIn network
done · View Meeting
Apr 27, 2026
Investigate comprehensive note type with nurse note section
open · View Meeting
Apr 27, 2026
Customize treatment plan template structure
open · View Meeting
Apr 27, 2026
Challenge Joe on AI Scribe tool selection
open · View Meeting
Apr 27, 2026
Investigate auto-scoring for questionnaires
open · View Meeting
Apr 27, 2026
Request dual-signature PDF capability from Charm
open · View Meeting
Apr 27, 2026
Compile and send follow-up answers to Mallory
open · View Meeting
Apr 27, 2026
Address Charm past medical history override bug with vendor
open · View Meeting
Apr 27, 2026
Investigate Charm Enterprise account activation
open · View Meeting
Apr 27, 2026
Resolve Charm template ordering/race condition issue
open · View Meeting
Apr 27, 2026
Find custom form solution for appointment scheduling
open · View Meeting
Apr 27, 2026
Design solution for scheduling to role/resource with day-of assignment
open · View Meeting
Apr 27, 2026
Clarify legal/compliance boundaries for external referral management dashboard
open · View Meeting
Apr 27, 2026
Design automated inbound referral processing via API
open · View Meeting
Apr 27, 2026
Design automated referral response communication via API
open · View Meeting
Apr 27, 2026
Instruct Joe to use tasks instead of referrals for internal assignments
open · View Meeting
Apr 27, 2026
Explore nurse triage note workflow solutions
open · View Meeting
Apr 27, 2026
Invite Nicole to future Zenara Health weekly calls
open · View Meeting
Apr 27, 2026
Provide list of required user roles for platform configuration
open · View Meeting
Apr 27, 2026
Guide Zenara Health through platform configuration setup
open · View Meeting
Apr 27, 2026
Continue workflow discussion and documentation
open · View Meeting
Apr 27, 2026
Review and discuss product customization pieces
open · View Meeting
Apr 27, 2026
Align training sessions for holidays and January
open · View Meeting
Apr 27, 2026
Review data collection pieces with Zenara Health team
open · View Meeting