Meetings (13)
Apr 27 1:08PM
Apr 24 8:30PM
Apr 24 4:34PM
Apr 24 3:31PM
Apr 23 12:31PM
Apr 16 5:29PM
Apr 16 5:18PM
Apr 10 5:01PM
Apr 8 6:32PM
Apr 7 8:31PM
Mar 16 9PM
Mar 16 12:58PM
Amantha and Greg 1:1 RXPost
Decisions (20)
Apr 28, 2026
Brendan to set up Claude Cowork headless on personal machine
Brendan decided to set up Claude Cowork running headless on a personal machine this weekend as a tool for testing and le...
Apr 28, 2026
Brendan to experiment with Claude Cowork this weekend
Brendan agreed to spend time experimenting with Claude Cowork over the weekend to learn how it works so he can teach oth...
Apr 28, 2026
Refine Plan of Care implementation
Decided to refine the Plan of Care feature before it moves further down the process, addressing gaps in detail and clari...
Apr 28, 2026
Proceed with AI chat integration feature
Agreed to move forward with Fernando's AI demo that integrates a chat library into the product, enabling interactive cha...
Apr 28, 2026
Eileen's First Day Schedule on May 4th
Decided that Eileen will start on May 4th with meetings scheduled at 8:30 AM Pacific (with Bryan), followed by sales and...
Apr 28, 2026
Brendan's Mentorship and Observation Approach
Agreed that Brendan will observe and attend meetings with Bryan to learn the CTO role without steering decisions, positi...
Apr 28, 2026
Bryan's Stand-up Attendance Commitment
Committed to attending Monday, Tuesday, and Friday daily stand-ups, with Monday being the priority meeting for dev and p...
Apr 28, 2026
Production Deployment Timeline
Agreed to deploy production by Monday (one week from meeting date) without domain wiring, allowing for testing and valid...
Apr 28, 2026
Bryan's CTO Role as Temporary Fundraising Support
Decided that Bryan will temporarily assume CTO title to support Amantha's fundraising efforts, with the explicit goal of...
Apr 28, 2026
Grooming Bryan for CTO role
Bryan decided to set the tone and direction to help someone (likely Brendan or another team member) become CTO in six to...
Apr 28, 2026
Proposal needs revision before sending
Bryan and Speaker 2 decided they cannot send out the proposal today and need to talk with David first to clarify the $28...
Apr 28, 2026
Jason transitioning to full-time operations role
Jason, a current advisor, will transition to a full-time operations role starting May 4th, with full onboarding completi...
Apr 28, 2026
Plan to hire additional customer success staff
Decision made to hire an additional customer success team member after leadership returns from travel to help alleviate ...
Apr 28, 2026
Plan to hire Lubna's replacement in engineering
Decision to hire another engineer (Lubna number two) to allow Lubna to transition into her engineering role at the compa...
Apr 28, 2026
Joseph transitioning to full-time customer success role
Joseph will transition from half-time to full-time starting June 1st, focusing on customer success and activation proces...
Apr 28, 2026
Future hiring plan approved
Approved plan to hire additional customer success staff to alleviate workload for Manny, followed by hiring a second eng...
Apr 28, 2026
Jason transitioning to full-time operations role
Jason, a current advisor, will transition to a full-time operations role starting May 4th with full onboarding completio...
Apr 28, 2026
New sales development rep hire approved
Approved hiring of a new sales development rep (Katie's sister) to set appointments for Katie, starting May 11th after h...
Apr 28, 2026
New product hire approved
Approved hiring of Blue and Eileen as new hires on base UPS products, starting next Monday with onboarding before the al...
Apr 28, 2026
Joseph transitioning to full-time customer success role
Joseph will transition from half-time to full-time starting June 1st, focusing on customer success and activation proces...
Action Items (114)
Apr 28, 2026
Write up interview notes and send to Amantha and Brendan for Eileen Herbert
open · View Meeting
Apr 28, 2026
Complete remaining PM candidate interviews
open · View Meeting
Apr 28, 2026
Make hiring decision for RXPost PM role
open · View Meeting
Apr 28, 2026
Send hiring recommendation to Amantha for Christina Sarmiento
open · View Meeting
Apr 28, 2026
Send tree swing analogy link to Christina
open · View Meeting
Apr 27, 2026
Block time for Eileen's kickoff meeting
pending_review · View Meeting
Apr 27, 2026
Connect Eileen with Adam for mentorship on project management
pending_review · View Meeting
Apr 27, 2026
Mentor Eileen on AI automation and Hermes setup
pending_review · View Meeting
Apr 27, 2026
Confirm Monday December 27th call at 9am
pending_review · View Meeting
Apr 27, 2026
Introduce yourself to new sales and CS leadership team
pending_review · View Meeting
Apr 27, 2026
Review onboarding processes from Notion
done · View Meeting
Apr 27, 2026
Plan geek-out session with Amantha on AI and Hermes
pending_review · View Meeting
Apr 27, 2026
Have conversation with Brendan about reporting structure
pending_review · View Meeting
Apr 27, 2026
Level set with Brendan on next week's priorities
pending_review · View Meeting
Apr 27, 2026
Schedule onboarding meeting with Eileen on May 4th at 8:30 AM PT
pending_review · View Meeting
Apr 27, 2026
Coordinate Eileen's first day meetings with Brendan and Amantha
pending_review · View Meeting
Apr 27, 2026
Schedule daily check-ins with Eileen for week of May 4th
pending_review · View Meeting
Apr 27, 2026
Schedule weekly meeting with Bryan, Eileen, and Brendan
pending_review · View Meeting
Apr 27, 2026
Reach out to Justin about project and bandwidth
pending_review · View Meeting
Apr 27, 2026
Interview Paul King about bandwidth and availability
pending_review · View Meeting
Apr 27, 2026
Set up weekly 15-20 minute check-in with Anthony on Tuesdays at 4 PM
pending_review · View Meeting
Apr 27, 2026
Accept RXPost daily standup meetings for Monday and Friday
pending_review · View Meeting
Apr 27, 2026
Cancel one-on-one meetings with Anton and Gleb
pending_review · View Meeting
Apr 27, 2026
Schedule meeting with Gleb from TCSR for Monday or Tuesday at 8:30 AM
pending_review · View Meeting
Apr 27, 2026
Confirm Site Labs Global meeting dates with Darren
pending_review · View Meeting
Apr 27, 2026
Block heads-down time for video recording and CTO practice lead planning
pending_review · View Meeting
Apr 27, 2026
Fix phone number validation issue in EIT application
done · View Meeting
Apr 27, 2026
Clarify coupon code visibility on signup page
done · View Meeting
Apr 27, 2026
Be available for due diligence calls
pending_review · View Meeting
Apr 27, 2026
Onboard Eileen and establish portfolio/project management structure
pending_review · View Meeting
Apr 27, 2026
Clean up and groom deprecated Notion/Jira content before Eileen starts
done · View Meeting
Apr 27, 2026
Discuss compliance shift and business requirements with engineering team
pending_review · View Meeting
Apr 27, 2026
Formalize business requirements process with Eileen
pending_review · View Meeting
Apr 27, 2026
Discuss software factory and documentation strategy with Brendan and Matt
pending_review · View Meeting
Apr 27, 2026
Build storybook website for CS demos
done · View Meeting
Apr 27, 2026
Implement trunk-based Git workflow
done · View Meeting
Apr 27, 2026
Establish weekly meeting themes for leadership sync
done · View Meeting
Apr 27, 2026
Schedule monthly retro on first Friday
pending_review · View Meeting
Apr 27, 2026
Identify leadership development resources for Brendan
pending_review · View Meeting
Apr 27, 2026
Arrange Brendan mentoring sessions with Greg
pending_review · View Meeting
Apr 27, 2026
Plan CTO transition milestones through February
pending_review · View Meeting
Apr 27, 2026
Cover dev team during Brendan's conference (May 4-9)
pending_review · View Meeting
Apr 27, 2026
Address Brendan's authority with Amantha
pending_review · View Meeting
Apr 27, 2026
Deploy production by Monday with domain testing setup
done · View Meeting
Apr 27, 2026
Attend Monday standup with dev and product team
pending_review · View Meeting
Apr 27, 2026
Coordinate Eileen's onboarding schedule for first week
pending_review · View Meeting
Apr 27, 2026
Set up Eileen's email account
done · View Meeting
Apr 27, 2026
Pre-load Eileen's calendar with first week meetings
pending_review · View Meeting
Apr 27, 2026
Schedule compliance requirements meeting with Amantha
pending_review · View Meeting
Apr 27, 2026
Prepare compliance requirements analysis
done · View Meeting
Apr 27, 2026
Assign Brendan to escrow project
done · View Meeting
Apr 27, 2026
Assign Matt and Klen to compliance project
done · View Meeting
Apr 27, 2026
Connect Claude to Notion for documentation cleanup
done · View Meeting
Apr 27, 2026
Create CS documentation for routes and components
done · View Meeting
Apr 27, 2026
Assign escrow project to Brendan
pending_review · View Meeting
Apr 27, 2026
Assign compliance project to Klen and Matt
pending_review · View Meeting
Apr 27, 2026
Evaluate Rahul's project capacity and fit
pending_review · View Meeting
Apr 27, 2026
Clean up Notion documentation for AI access
done · View Meeting
Apr 27, 2026
Implement AI documentation system for customer success
done · View Meeting
Apr 27, 2026
Implement trunk-based Git workflow for compliance
done · View Meeting
Apr 27, 2026
Cover dev team during Brendan's conference (May 4-9)
pending_review · View Meeting
Apr 27, 2026
Establish Eileen's 30-day ramp-up milestone
pending_review · View Meeting
Apr 27, 2026
Address Brendan's authority with Amantha
pending_review · View Meeting
Apr 27, 2026
Deploy production by Monday with domain testing setup
done · View Meeting
Apr 27, 2026
Attend Monday standup with dev and product team
pending_review · View Meeting
Apr 27, 2026
Coordinate Eileen's onboarding schedule for first week
pending_review · View Meeting
Apr 27, 2026
Set up Eileen's email account by Monday or Tuesday
pending_review · View Meeting
Apr 27, 2026
Schedule compliance requirements meeting with Amantha
pending_review · View Meeting
Apr 27, 2026
Develop compliance requirements plan after Amantha meeting
pending_review · View Meeting
Apr 27, 2026
Plan Brendan's CTO transition roadmap
pending_review · View Meeting
Apr 27, 2026
Establish monthly retro cadence for leadership
pending_review · View Meeting
Apr 27, 2026
Create themed weekly meeting structure
pending_review · View Meeting
Apr 27, 2026
Identify learning resources for Brendan's CTO development
pending_review · View Meeting
Apr 27, 2026
Discuss CTO transition with Greg
done · View Meeting
Apr 27, 2026
Create tech due diligence deck for fundraising
pending_review · View Meeting
Apr 27, 2026
Develop 2-3 year product roadmap for fundraising
pending_review · View Meeting
Apr 27, 2026
Compile product ideas and wish list for prioritization
done · View Meeting
Apr 27, 2026
Establish weekly sync cadence with Amantha and Eileen
pending_review · View Meeting
Apr 27, 2026
Formalize product planning process with Eileen
pending_review · View Meeting
Apr 27, 2026
Explore AI scribe capability for pharmacy technicians
pending_review · View Meeting
Apr 27, 2026
Determine developer hiring needs for product roadmap
pending_review · View Meeting
Apr 27, 2026
Monitor Amazon/weekend launch status
done · View Meeting
Apr 27, 2026
Follow up on Dwala beta pilot status
done · View Meeting
Apr 27, 2026
Coordinate Eileen's onboarding presentation template updates
done · View Meeting
Apr 27, 2026
Prepare for June fundraising prep phase
pending_review · View Meeting
Apr 27, 2026
Send calendar invites for Eileen's first day onboarding
pending_review · View Meeting
Apr 27, 2026
Schedule compliance discussion with Amantha and Brendan
pending_review · View Meeting
Apr 27, 2026
Map out escrow/FBO technical requirements with Brendan
done · View Meeting
Apr 27, 2026
Assign Core 1 and Core 2 smart inventory work to Matt and Kaylyn
pending_review · View Meeting
Apr 27, 2026
Map out Core 3 matching and notification algorithm
pending_review · View Meeting
Apr 27, 2026
Add licensure/compliance to project roadmap
pending_review · View Meeting
Apr 16, 2026
Inform Amantha of conversation results with Christina
pending_review · View Meeting
Apr 16, 2026
Interview Christina on leadership capabilities
pending_review · View Meeting
Apr 10, 2026
Send 3-4 additional candidates to Brendan
pending_review · View Meeting
Apr 7, 2026
Complete Claude Code course
pending_review · View Meeting
Apr 6, 2026
Post job description and begin recruiting
open · View Meeting
Apr 6, 2026
Attend team building event in LA
open · View Meeting
Apr 6, 2026
Book flight to LA for team building event
open · View Meeting
Apr 6, 2026
Meet with development team and assess technical roadmap
open · View Meeting
Apr 6, 2026
Debrief with Amantha on technical priorities and roadmap focus
open · View Meeting
Mar 16, 2026
Watch Chris Foss MasterClass negotiation videos
done · View Meeting
Mar 16, 2026
Attend offsite and participate in daily standups
done · View Meeting
Mar 16, 2026
Schedule session with Amantha on Claude Code
done · View Meeting
Mar 16, 2026
Schedule Friday prep meeting with Brendan
done · View Meeting
Mar 16, 2026
Build Slack bot for medication transfer requests
done · View Meeting
Mar 16, 2026
Complete AI migration to parity by end of month
done · View Meeting
Mar 16, 2026
Conduct final culture vibe check interviews with designer candidates
done · View Meeting
Mar 16, 2026
Finalize job description for next engineer hire
done · View Meeting
Mar 16, 2026
Prepare SDLC, roadmap, and org chart visuals
done · View Meeting
Mar 16, 2026
Record hiring video for project manager position
done · View Meeting
Mar 16, 2026
Prepare architectural diagrams and demo for Friday meeting
done · View Meeting
Mar 16, 2026
Prepare for tech session presentation
done · View Meeting
Mar 16, 2026
New client detected: rx-post.com -- tap to confirm
open · View Meeting
Mar 16, 2026
New client detected: rx-post.com -- tap to confirm
open · View Meeting