Meetings (25)
Apr 27 6:30PM
Apr 21 10:33AM
Apr 17 7:36PM
Apr 8 9PM
Apr 6 1PM
Apr 2 9:31PM
Mar 30 4PM
Mar 20 11:07AM
Mar 18 7:03PM
Mar 17 5:30PM
Dec 17 12AM
Zenara Weekly L10 Meeting (ZH) Zenara Health
Oct 30 12AM
AI Dev Team Daily Sync (ZH) Zenara Health
Oct 5 12AM
Ravi Bryan 1:1 (IMH copy) Zenara Health
Sep 29 12AM
Sep 29 12AM
02:00 PM - Microsoft Teams meeting September 29 Zenara Health
May 19 12AM
Canceled: Ravi / Bryan 1:1 (IMH copy) Zenara Health
May 13 12AM
IMH AI Integration Engineer Interview (IMH copy) Zenara Health
May 8 12AM
Aileen/Bryan 1:1 (IMH copy) Zenara Health
May 5 12AM
Ravi / Bryan 1:1 (IMH copy) Zenara Health
Apr 10 12AM
Interlace Health Discussion Interlace Health
Mar 26 12AM
CareOS Product & IMH Company Planning (IMH copy) Zenara Health
Mar 14 12AM
Interlace Health Discussion Interlace Health
Mar 3 12AM
Interlace Health Weekly Meeting Interlace Health
Feb 3 12AM
Blocked Zenara Health
Jan 26 12AM
ravi-bryan Zenara Health
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 (167)
Apr 28, 2026
Schedule meeting with Elise for business/sales overview
open · View Meeting
Apr 28, 2026
Connect Bryan with Daniel for dev team discussion
open · View Meeting
Apr 28, 2026
Arrange meeting with offshore team contact (First Rate)
open · View Meeting
Apr 28, 2026
Grant Bryan access to ProductBoard roadmap
open · View Meeting
Apr 28, 2026
Add Bryan to Vaanta SOC 2 compliance tool
open · View Meeting
Apr 28, 2026
Create app login credentials for Bryan
open · View Meeting
Apr 28, 2026
Discuss GitHub code commit practices with Daniel
open · View Meeting
Apr 28, 2026
Schedule follow-up meeting with James for March 13th
open · View Meeting
Apr 28, 2026
Review Vaanta SOC 2 compliance status and strategy
open · View Meeting
Apr 28, 2026
Clarify GitHub Claude/Copilot commits and code review process
done · View Meeting
Apr 28, 2026
Assess offshore team (First Rate) burn rate and timeline
open · View Meeting
Apr 28, 2026
Evaluate product readiness for enterprise clients
open · View Meeting
Apr 28, 2026
Digest stakeholder meetings and prepare preliminary assessment
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Apr 28, 2026
Follow up with Kelly and Lauren on filtering and geolocation strategy
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Apr 28, 2026
Investigate development team delivery delays and roadblocks
open · View Meeting
Apr 28, 2026
Evaluate switching to OAuth login (Google, Outlook, Facebook, LinkedIn)
open · View Meeting
Apr 28, 2026
Plan 30-60 day sprint to improve platform UX and core functionality
open · View Meeting
Apr 28, 2026
Investigate fin.AI startup program integration for help system
open · View Meeting
Apr 28, 2026
Schedule follow-up conversation with Brooks
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Apr 28, 2026
Address service provider churn due to lack of referrals
open · View Meeting
Apr 28, 2026
Prioritize competing platform audiences (financial partners, care seekers, service providers)
open · 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
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Apr 28, 2026
Log bug for Charm medical history import workflow
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Apr 28, 2026
Investigate custom form options in Charm scheduling
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Apr 28, 2026
Provide solutions for annual visit scheduling and consent requirements
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Apr 28, 2026
Develop care navigator task assignment workflow
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Apr 28, 2026
Get legal opinion on Charm API usage for referral management
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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
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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
Compile backlog information and timeline with deliverables
done · View Meeting
Apr 28, 2026
Compile financial statements for discovery
done · View Meeting
Apr 28, 2026
Fix bugs in mycustodymycustodyshield.com platform
pending_review · View Meeting
Apr 28, 2026
Provide coupon code to beta testers
pending_review · View Meeting
Apr 28, 2026
Meet with lawyer regarding contract protection
pending_review · View Meeting
Apr 28, 2026
Ping Anton about secondary brokerage table build
pending_review · View Meeting
Apr 28, 2026
Clarify secondary brokerage table naming and structure
pending_review · View Meeting
Apr 28, 2026
Schedule call with Anton regarding roster table and phone number sync
pending_review · View Meeting
Apr 28, 2026
Review multi-license information from yesterday's meeting
pending_review · View Meeting
Apr 28, 2026
Write requirements document for outbound calling feature
pending_review · View Meeting
Apr 28, 2026
Prepare team for AI/Claude code implementation
pending_review · View Meeting
Apr 28, 2026
Assess team members' understanding of AI importance
pending_review · View Meeting
Apr 28, 2026
Review Alexi's resume and conduct interview
pending_review · View Meeting
Apr 28, 2026
Finalize decision on Eugene's employment status
pending_review · View Meeting
Apr 28, 2026
Coordinate transition plan if replacing Eugene
pending_review · View Meeting
Apr 28, 2026
Complete calling feature development and testing
done · View Meeting
Apr 28, 2026
Dispute duplicate Microsoft Word charge
pending_review · View Meeting
Apr 28, 2026
Schedule in-person whiteboarding session with Sean
pending_review · View Meeting
Apr 28, 2026
Provide Sean login access to custody shield software
pending_review · View Meeting
Apr 28, 2026
Develop legal framework for attorney-client privilege in custody shield
pending_review · View Meeting
Apr 28, 2026
Identify and recruit additional family law attorneys for partnership
pending_review · View Meeting
Apr 28, 2026
Evaluate local server storage option for data protection
pending_review · View Meeting
Apr 27, 2026
Develop hiring process for India-based PMO/Project Manager role
open · View Meeting
Apr 27, 2026
Define PMO role scope - one person vs two people
open · View Meeting
Apr 27, 2026
Work on goals and technology swim lanes asynchronously
open · View Meeting
Apr 27, 2026
Explore AI coding agents (Cursor, Copilot)
done · View Meeting
Apr 27, 2026
Learn multi-agent AI frameworks (Crew AI, Raid AI, LangChain)
done · View Meeting
Apr 27, 2026
Study RAG and MCP technologies
done · View Meeting
Apr 27, 2026
Revisit 60-90 day organizational recommendations
open · View Meeting
Apr 27, 2026
Send email on taxonomy and nomenclature breakdown
open · View Meeting
Apr 27, 2026
Coordinate org chart alignment meeting with Rhonda
open · View Meeting
Apr 27, 2026
Make progress on product management during Wednesday meeting
done · View Meeting
Apr 27, 2026
Review Angelo's website page builds
done · View Meeting
Apr 27, 2026
Audit and prioritize project backlog
open · View Meeting
Apr 27, 2026
Ensure new projects are added to workflow board
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Apr 27, 2026
Grant Bryan access to all projects
open · View Meeting
Apr 27, 2026
Implement backup system for PC
done · View Meeting
Apr 27, 2026
Follow up with Megan on auto reading
open · View Meeting
Apr 27, 2026
Review Venna's social media comments
open · View Meeting
Apr 27, 2026
Schedule weekly sync meetings with Eileen
open · View Meeting
Apr 27, 2026
Provide available times to Kelly for sync scheduling
done · View Meeting
Apr 27, 2026
Establish meeting cadence with Ganesh
open · View Meeting
Apr 27, 2026
Create discussion item for data/institution bed topic
open · View Meeting
Apr 27, 2026
Find junior resource for financial modeling
done · View Meeting
Apr 27, 2026
Lock in financial strategy with CFO Kerry
done · View Meeting
Apr 27, 2026
Follow up on marketing plan and sales strategy with Ed
done · View Meeting
Apr 27, 2026
Ensure Ganesh signs contract
done · View Meeting
Apr 27, 2026
Lead Level 10 meeting next week
open · View Meeting
Apr 27, 2026
Review Eric's weekly development report
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Apr 27, 2026
Work with Peter to review development task backlog
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Apr 27, 2026
Address development timeline slippage and resource constraints
open · View Meeting
Apr 27, 2026
Interview candidate Ravi at 09:30
open · View Meeting
Apr 27, 2026
Send TikTok video about hiring vision to Ravi
open · View Meeting
Apr 27, 2026
Deliver final AI-screened candidate list to Kelly by end of day
open · View Meeting
Apr 27, 2026
Provide detailed role descriptions for AI screening model
open · View Meeting
Apr 27, 2026
Narrow candidate list to top 10 for 15-minute interviews
open · View Meeting
Apr 27, 2026
Set video submission deadline for shortlisted candidates
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Apr 27, 2026
Apply filtering criteria to candidate pool
open · View Meeting
Apr 27, 2026
Coordinate with Kelly on job posting process
open · View Meeting
Apr 27, 2026
Provide daily hiring updates
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Apr 27, 2026
Define hiring process with assessments
open · View Meeting
Apr 27, 2026
Attend Thinkitive meeting with Ganesh
open · View Meeting
Apr 27, 2026
Prepare retrospective analysis for Ravi
open · View Meeting
Apr 27, 2026
Confirm HackerRank or Tessellation test selection
open · View Meeting
Apr 27, 2026
Conduct final interviews for candidates
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Apr 27, 2026
Address Thinkitive platform quality and timeline issues
open · View Meeting
Apr 27, 2026
Update job descriptions and post them
open · View Meeting
Apr 27, 2026
Conduct 40 interviews this week
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Apr 27, 2026
Review Microsoft agentic framework
open · View Meeting
Apr 27, 2026
Cancel morning meetings to focus on DEPC agentic framework
open · View Meeting
Apr 27, 2026
Produce onboarding videos
done · View Meeting
Apr 27, 2026
Establish project management process with DEPC
open · View Meeting
Apr 27, 2026
Complete six-month retrospective
open · View Meeting
Apr 27, 2026
Schedule retrospective review conversation with Ravi
open · View Meeting
Apr 27, 2026
Align on delegation framework and workload distribution
open · View Meeting
Apr 27, 2026
Hire HR/ATS person or implement ATS solution
open · View Meeting
Apr 27, 2026
Plan Neurocoach deployment timeline
open · View Meeting
Apr 27, 2026
Schedule meeting with AI head candidate (Anag)
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Apr 27, 2026
Email AI head candidate directly
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Apr 27, 2026
Get candidate email from Workable system
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Apr 27, 2026
Request screening recordings from hiring coordinator
open · View Meeting
Apr 27, 2026
Reset and level-set schedule with Kelly
open · View Meeting
Apr 27, 2026
Follow up on Insight Venture Partners contact regarding son's assessment
done · View Meeting
Apr 27, 2026
Set up OneDrive folder structure for collaboration
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Apr 27, 2026
Determine recurring meeting cadence with Ravi
open · View Meeting
Apr 27, 2026
Schedule planning session with Ravi
open · View Meeting
Apr 27, 2026
Define 9-day measurable goals for Interlace Health project
open · View Meeting
Apr 27, 2026
Set up Calendar Bridge with Outlook account
open · View Meeting
Apr 27, 2026
Review MoM project job posting and first matches
open · View Meeting
Apr 27, 2026
Review MoM staffing company pricing and business model
open · View Meeting
Apr 27, 2026
Confirm Vegas hotel room reservation
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Apr 27, 2026
Post job descriptions
done · View Meeting
Apr 27, 2026
Lead recruiting effort with SLA and Kelly
done · View Meeting
Apr 27, 2026
Evaluate Petrova platform alternative
open · View Meeting
Apr 27, 2026
Reschedule Spencer Hutchison meeting
open · View Meeting
Apr 27, 2026
Review and filter candidate resumes
done · View Meeting
Apr 27, 2026
Follow up on desk assessments with Akash, Fizema, and Fatak
done · View Meeting
Apr 27, 2026
Implement Workable as primary candidate source with Indeed integration
done · View Meeting
Apr 27, 2026
Review candidates in Workable and provide feedback
open · View Meeting
Apr 17, 2026
New client detected: thebquest.com -- tap to confirm
open · View Meeting
Apr 6, 2026
Clarify Ashley's time card entries for training
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Apr 6, 2026
Invite Ashley to P&T meeting
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Apr 6, 2026
Explore Ashley helping organize fall partner meeting
open · View Meeting
Apr 6, 2026
Request permission from wife to work weekend on Troymed project
done · View Meeting
Apr 6, 2026
Contact Jay Clemens about Troymed project budget
open · View Meeting
Apr 6, 2026
Check Handler Associates for available video coder
open · View Meeting
Apr 6, 2026
Contact current client about hiring their vibe coder
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Apr 6, 2026
Schedule meeting with Daniel
open · View Meeting
Apr 6, 2026
Identify other team members to interview
open · View Meeting
Apr 6, 2026
Prepare recommendation report for Kelly and Lauren
open · View Meeting
Mar 20, 2026
Call Bryan on cell
done · View Meeting
Mar 20, 2026
Set up debit card for business filings
done · View Meeting
Mar 20, 2026
Ensure Lucid has materials to close February books
done · View Meeting
Mar 20, 2026
Complete manual spreadsheet build before automation
done · View Meeting
Mar 20, 2026
Learn state business filing process with Kelly
done · View Meeting
Mar 20, 2026
Complete North Carolina state filings
done · View Meeting
Mar 20, 2026
Complete second state filing for Next Wave Rentals
done · View Meeting
Mar 20, 2026
Restructure revenue categories on dashboard
done · View Meeting
Mar 20, 2026
Create separate projection tabs for financial forecasting
done · View Meeting
Mar 20, 2026
Build payment schedule tab for cash flow tracking
done · View Meeting
Mar 20, 2026
Update pro forma dashboard with formulas and revenue categories
done · View Meeting
Mar 20, 2026
Build pipeline/projections tab for deal tracking
done · View Meeting
Mar 20, 2026
Add total debt column to dashboard
done · View Meeting
Mar 20, 2026
Fix dashboard revenue calculations to use formulas instead of hard-coded values
done · View Meeting
Mar 20, 2026
Add monthly cost breakdown with payroll and expenses columns
done · View Meeting
Mar 18, 2026
New client detected: advocatehealth.org -- tap to confirm
open · View Meeting
Mar 17, 2026
Track all open custody shield issues
done · View Meeting
Mar 17, 2026
Build out issue section of custody shield program
done · View Meeting