Meetings (10)
Apr 21 1:23PM
Apr 15 8:31PM
Apr 7 5:27PM
Mar 31 8:36PM
Mar 31 1:01PM
Mar 19 10:29AM
Mar 19 10:01AM
Mar 18 8:03PM
Mar 17 7:31PM
Mar 17 12:15PM
Action Items (153)
Apr 28, 2026
Develop intern onboarding structure
open · View Meeting
Apr 28, 2026
Hire community intern
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Apr 28, 2026
Hire marketing intern
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Apr 28, 2026
Finalize impact report page and launch
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Apr 28, 2026
Coordinate impact report public launch
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Apr 28, 2026
Create LinkedIn post for impact report
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Apr 28, 2026
Notify board members and volunteers about impact report
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Apr 28, 2026
Polish Circle community spaces
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Apr 28, 2026
Separate nonprofit and for-profit operations
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Apr 28, 2026
Investigate teleprompter app options
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Apr 28, 2026
Post volunteer facilitator poll in Circle community
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Apr 28, 2026
Conduct volunteer facilitator training call
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Apr 28, 2026
Create WhatsApp facilitator group and rotation schedule
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Apr 28, 2026
Collect unpaid membership payments
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Apr 28, 2026
Test Circle welcome package automations
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Apr 28, 2026
Roll out new slide deck
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Apr 28, 2026
Track podcast analytics across platforms
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Apr 28, 2026
Find Jeff Palmer's 'Game Changing Breakthrough Protein' video
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Apr 28, 2026
Request Jeff Palmer video from Nicole Fogelman
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Apr 28, 2026
Create commercials task list in Teamwork
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Apr 28, 2026
Develop commercial scripts and creative direction
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Apr 28, 2026
Discuss passport commercial with Andrea
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Apr 28, 2026
Prepare merchandise sales tax setup
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Apr 28, 2026
Finalize blog automation and error resolution
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Apr 28, 2026
Respond to Vilan Hawkins about Circle calendar events
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Apr 28, 2026
Add SOP note about placeholder facilitators
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Apr 28, 2026
Create guest speaker prep packet
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Apr 28, 2026
Check on Karen Ramsey's event status
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Apr 28, 2026
Ensure guest speaker recordings are collected
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Apr 28, 2026
Include Robert Cheek in Best of 2026 collection
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Apr 28, 2026
Promote Robert Cheek's book 'Moving Medicine Forward'
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Apr 28, 2026
Explore recorded event viewing data in Circle
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Apr 28, 2026
Experiment with non-evening event times
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Apr 28, 2026
Record impact reflection video with Jessica
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Apr 28, 2026
Update Plant Based Living 2025 landing page per Claude mockup
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Apr 28, 2026
Finalize metrics list for 2026
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Apr 28, 2026
Unify Circle and dashboard statistics
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Apr 28, 2026
Implement actual event attendance tracking
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Apr 28, 2026
Claim podcast listings on Spotify and Apple Music
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Apr 28, 2026
Subscribe to podcast on multiple platforms
done · View Meeting
Apr 28, 2026
Investigate Facebook account merging and separation options
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Apr 28, 2026
Set up Google Tag Manager integration in Circle
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Apr 28, 2026
Schedule Google Ads training with Angelique and Andrea
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Apr 28, 2026
Restore Jessica's Teamwork task permissions
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Apr 28, 2026
Explore Teamwork alternatives for nonprofit
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Apr 28, 2026
Refine Circle event calendar task in Teamwork
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Apr 28, 2026
Post Dr. Akel's event to Circle calendar
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Apr 28, 2026
Post Patrice's event to Circle calendar
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Apr 28, 2026
Create volunteer facilitator criteria document
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Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: PBS | Weekly Mtg (PBS)
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Apr 28, 2026
Bill 12 hours to RXPost for recruiting work
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Apr 28, 2026
Track and document client work hours for billing allocation
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Apr 28, 2026
Follow up on Goldie Health phone numbers justification
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Apr 28, 2026
Send Dave Potak email proposal
done · View Meeting
Apr 28, 2026
Bill 16 hours to TCSR for recruiting assistants
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Apr 28, 2026
Discuss AI infrastructure approach with Abe
pending_review · View Meeting
Apr 28, 2026
Clarify AI team guidelines and protocols with Abe
pending_review · View Meeting
Apr 28, 2026
Set up Anthropic team license for Claude
pending_review · View Meeting
Apr 28, 2026
Configure Claude team account settings
pending_review · View Meeting
Apr 28, 2026
Set up separate secure environment for Darren's AI experimentation
pending_review · View Meeting
Apr 28, 2026
Develop AI safety assessment and training plan
pending_review · View Meeting
Apr 28, 2026
Discuss AI safety guardrails with Abe
pending_review · View Meeting
Apr 28, 2026
Evaluate Claude Cowork and Office Agents for team use
pending_review · View Meeting
Apr 28, 2026
Implement AI team training and assessment platform
pending_review · View Meeting
Apr 28, 2026
Ensure patient data access is restricted and protected
pending_review · View Meeting
Apr 28, 2026
Review cyber insurance and E&O insurance coverage
pending_review · View Meeting
Apr 28, 2026
Meet with Abe twice weekly starting next week
pending_review · View Meeting
Apr 28, 2026
Assess Abe's understanding of sales vs production vs development priorities
pending_review · View Meeting
Apr 28, 2026
Discuss Jira workflow and sprint cadence with Abe
pending_review · View Meeting
Apr 28, 2026
Request Abe CC Bryan on weekly status reports
pending_review · View Meeting
Apr 28, 2026
Evaluate Abe's approach to user experience and product thinking
pending_review · View Meeting
Apr 27, 2026
Establish daily 5 AM check-in meetings with Angelique
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Apr 27, 2026
Determine whether to keep Nancy for 30 more days
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Apr 27, 2026
Discuss work opportunity with Nancy regarding Pam's business
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Apr 27, 2026
Cancel all Plant Based Support meetings this week
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Apr 27, 2026
Review client data sheet for SEO and WordPress services
done · View Meeting
Apr 27, 2026
Develop SEO strategy for 7 SEO clients
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Apr 27, 2026
Switch from old Teamwork to new Teamwork Builder system
open · View Meeting
Apr 27, 2026
Finalize staffing decisions and communicate with team
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Apr 27, 2026
Determine Angelique's new title
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Apr 27, 2026
Send Angelique calendar invite for 5:30 AM meeting
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Apr 27, 2026
Schedule meeting with Angelique to review video generation workflow
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Apr 27, 2026
Test new Teamwork system daily and report bugs
done · View Meeting
Apr 27, 2026
Make staffing decisions and conduct termination conversations
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Apr 27, 2026
Speak with Christy about her performance and potential termination
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Apr 27, 2026
Hire new SEO specialist to start Monday
open · View Meeting
Apr 27, 2026
Send referral request emails to 45 clients
done · View Meeting
Apr 27, 2026
Transition Dennis to manage all client accounts
done · View Meeting
Apr 27, 2026
Invite Dennis to Reload Charlotte and Value Biz meetings
open · View Meeting
Apr 27, 2026
Expand Angelique's role to include leadership responsibilities
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Apr 27, 2026
Schedule daily 5:30 AM meetings with Angelique for rest of week
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Apr 27, 2026
Set up recurring manual attendance tracking task
done · View Meeting
Apr 27, 2026
Coordinate Charlotte Ambassador event launch
pending_review · View Meeting
Apr 27, 2026
Identify Detroit Ambassador candidate
pending_review · View Meeting
Apr 27, 2026
Launch call for Detroit Ambassador applications
pending_review · View Meeting
Apr 27, 2026
Review website issues and prioritize for Next Wave
pending_review · View Meeting
Apr 27, 2026
Update website logo quality
done · View Meeting
Apr 27, 2026
Discuss website strategy and vibe coding approach
pending_review · View Meeting
Apr 27, 2026
Chip away at website improvements weekly
done · View Meeting
Apr 27, 2026
Send dashboard adjustment list via Slack
done · View Meeting
Apr 27, 2026
Establish process for task management in Teamwork
pending_review · View Meeting
Apr 27, 2026
Recover Slack messages from workspace transition
pending_review · View Meeting
Apr 27, 2026
Discuss Slack recovery priorities with Jessica
done · View Meeting
Apr 27, 2026
Schedule Google Ads support meeting with Next Wave
pending_review · View Meeting
Apr 27, 2026
Send Next Wave portal link to Zmina
pending_review · View Meeting
Apr 27, 2026
Escalate Zoom attendance automation issue to Next Wave
pending_review · View Meeting
Apr 6, 2026
Experiment with image creation process for Wave Rider Studio
done · View Meeting
Apr 6, 2026
Get access credentials for Wave Rider Studio testing
open · View Meeting
Apr 6, 2026
Download and provide PDF documents for each Wave Rider Studio workflow box
done · View Meeting
Apr 6, 2026
Write tickets for email feature in blog automation
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Apr 6, 2026
Add company name column to recurring revenue spreadsheet
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Apr 6, 2026
Screenshot recurring revenue list and post to FIN Slack channel
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Apr 6, 2026
Install Claude on computer
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Apr 6, 2026
Restructure recurring revenue spreadsheet with Claude
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Apr 6, 2026
Upload February bank statements to Lucid Finance Google Drive
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Apr 6, 2026
Review Lucid Finance QuickBooks work for February
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Apr 6, 2026
Create cash flow projection for next 2-3 months
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Apr 6, 2026
Watch Claude Cowork tutorial videos
done · View Meeting
Apr 6, 2026
Practice Claude Cowork before tomorrow meeting
done · View Meeting
Apr 6, 2026
Spend 30 minutes on Claude Cowork training tomorrow morning
open · View Meeting
Apr 6, 2026
Verify and update payroll tab in pro forma
open · View Meeting
Apr 6, 2026
Loop in Janine to Slack conversation about Brandon Cassiano recurring invoice
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Apr 6, 2026
Clarify Clay invoice status with Martin
done · View Meeting
Mar 19, 2026
Set up Claude code account
done · View Meeting
Mar 19, 2026
Build and deploy QR code generator to qrcode.waveservices.com
done · View Meeting
Mar 19, 2026
Download Miro board documents as PDFs for AI project planning
done · View Meeting
Mar 19, 2026
Write tickets for blog automation email feature
done · View Meeting
Mar 18, 2026
Close February books
done · View Meeting
Mar 18, 2026
Upload February bank statements to shared drive
done · View Meeting
Mar 18, 2026
Grant QuickBooks accountant access to Speaker_2
done · View Meeting
Mar 18, 2026
Disconnect irrelevant bank connections in QuickBooks
done · View Meeting
Mar 18, 2026
Switch from Sequence to Mercury bank
done · View Meeting
Mar 18, 2026
Reconnect Navy Federal accounts in QuickBooks
done · View Meeting
Mar 18, 2026
Confirm Slack Connect access for Bryan
done · View Meeting
Mar 18, 2026
Set up monthly Slack reminder for Navy Federal reconnection
done · View Meeting
Mar 17, 2026
Plan annual Passport launch strategy for January
done · View Meeting
Mar 17, 2026
Coordinate with Nextwave to revise Passport landing page format
done · View Meeting
Mar 17, 2026
Finalize Passport speaker list and categorization
done · View Meeting
Mar 17, 2026
Coordinate with video editor on Passport trailer (optional)
delegated · View Meeting
Mar 17, 2026
Explore Circle paywall payment options with Gemini
done · View Meeting
Mar 17, 2026
Clarify Nextwave project requirements and improve communication
done · View Meeting
Mar 17, 2026
Review Nextwave Passport landing page and provide feedback
done · View Meeting
Mar 17, 2026
Create Passport 2026 Circle paywall
delegated · View Meeting
Mar 17, 2026
Finalize Passport 2026 product strategy and pricing
delegated · View Meeting
Mar 17, 2026
Establish recurring meeting schedule with Jessica
open · View Meeting
Mar 17, 2026
Follow up with Eugene on separate call
done · View Meeting
Mar 17, 2026
Clean up Azure DevOps user access list
done · View Meeting
Mar 17, 2026
Verify Ray has Azure access after permission updates
done · View Meeting
Mar 17, 2026
Schedule requirement sessions with Kevin
done · View Meeting
Mar 17, 2026
Investigate email verification magic link delivery issue
done · View Meeting
Mar 17, 2026
Review Firebase Analytics configuration with Nick
done · View Meeting
Mar 17, 2026
Follow up with Eugene on ball upload show and tell
done · View Meeting
Mar 17, 2026
Grant Ray access to Azure source code
done · View Meeting