Meetings (21)
Apr 24 10:31AM
Apr 23 12:16PM
Apr 16 6:02PM
Apr 16 12:13PM
Apr 10 10:38AM
Apr 6 5:05PM
Apr 6 12:16PM
Apr 3 12:15PM
Apr 2 7:31PM
Apr 2 4:31PM
Mar 31 12:16PM
Mar 30 5:03PM
Mar 30 9:58AM
Mar 28 11:19AM
Mar 19 12:18PM
Mar 18 10:32AM
Mar 17 8:05PM
Mar 17 12:15PM
Dec 30 12AM
Zenara Health TPM Interview (ZH) Zenara Health
Apr 28 12AM
IMH Work Zenara Health
Decisions (17)
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
Manual data backfill approach approved
Agreed that Anton will provide an Excel spreadsheet of the secondary brokerage table structure so the team can manually ...
Apr 28, 2026
Go live with brokerage name and license number only
Decided to launch with just brokerage name and brokerage license number fields, deferring the brokerage address capture ...
Apr 28, 2026
System Validation Logic Changed from Email to License Number
Confirmed that the system validation logic was removed from email-based checking and is now using license number plus st...
Apr 28, 2026
Pause Address Display Requirements Discussion
Decided to pause the discussion on improving the admin portal address display logic (showing office vs. home addresses) ...
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
Inform user to sign up before login
Decided to inform the user that she needs to sign up first before attempting to sign in, as the login error message ('mo...
Apr 28, 2026
Contact user directly for clarification
Decided to call the user to find out whether she believes she has already signed up or if someone signed up for her, to ...
Apr 28, 2026
Contact user directly to investigate issue
Agreed to call the user to find out more details about her signup/login issue, as there's a possibility someone else may...
Apr 28, 2026
Inform user to sign up before login
Decided to inform the user that she needs to sign up first before attempting to sign in, as the login error message only...
Action Items (170)
Apr 28, 2026
Document all guardrails and business rules
open · View Meeting
Apr 28, 2026
Determine roster table structure: single vs. dual table approach
open · View Meeting
Apr 28, 2026
Brief Lynette on finalized data architecture decisions
open · View Meeting
Apr 28, 2026
Investigate brokerage address change impact on duplicate records
open · View Meeting
Apr 28, 2026
Verify phone number duplicate prevention guardrail is working
open · View Meeting
Apr 28, 2026
Schedule file upload requirements session
open · View Meeting
Apr 28, 2026
Schedule mirror board meeting for Monday at 6 AM
open · View Meeting
Apr 28, 2026
Conduct requirements session Monday at 6 AM for data integrity and merge capability
open · View Meeting
Apr 28, 2026
Share duplicate data cleanup list with team
open · View Meeting
Apr 28, 2026
Review duplicate records and determine merge vs. guardrail issues
open · View Meeting
Apr 28, 2026
Investigate orange-flagged duplicate records
open · View Meeting
Apr 28, 2026
Develop merge capability for duplicate user records
open · View Meeting
Apr 28, 2026
Create corrected data dump query
done · View Meeting
Apr 28, 2026
Fix admin portal to use direct database queries instead of stored procedures
done · View Meeting
Apr 28, 2026
Validate duplicate data issues with Lynette and Anton
open · View Meeting
Apr 28, 2026
Investigate Kimelin Howard duplicate records
done · View Meeting
Apr 28, 2026
Investigate Cameron Tillman duplicate license issue
done · View Meeting
Apr 28, 2026
Prevent Romar from creating test data in production
open · View Meeting
Apr 28, 2026
Purchase Dell laptop charging cable
open · View Meeting
Apr 28, 2026
Review admin portal requirements with Pam
open · View Meeting
Apr 28, 2026
Create Lucid account copy and transfer to Miro
open · View Meeting
Apr 28, 2026
Set up Miro board access for team members
open · View Meeting
Apr 28, 2026
Clean up test accounts in database
done · View Meeting
Apr 28, 2026
Investigate duplicate roster IDs in database
done · View Meeting
Apr 28, 2026
Create new roster user and roster license table structure
done · View Meeting
Apr 28, 2026
Find historical schema and requirements notes from August meeting
open · View Meeting
Apr 28, 2026
Accept updated terms and conditions for deployment platform
open · View Meeting
Apr 28, 2026
Approve Eugene's pull requests for file upload functionality
done · View Meeting
Apr 28, 2026
Create Confluence component page with schema definition
done · View Meeting
Apr 28, 2026
Test PR requests with Romar
open · View Meeting
Apr 28, 2026
Review and approve Apple account code
open · View Meeting
Apr 28, 2026
Interview Kathleen and Maxim for QA role
open · View Meeting
Apr 28, 2026
Negotiate QA salary with Jordan for Rya Nazari
open · View Meeting
Apr 28, 2026
Align with Anton on QA candidate selection
open · View Meeting
Apr 28, 2026
Investigate missing icons on KeyPleaz home screen
done · View Meeting
Apr 28, 2026
Understand Romar's regression testing process
open · View Meeting
Apr 28, 2026
Review source mapping issue with Sentry
done · View Meeting
Apr 28, 2026
Review Eugene's PR for KP 9049494 when submitted
done · View Meeting
Apr 28, 2026
Call Scott to set force update flag for KeyPleaz release
open · View Meeting
Apr 28, 2026
Document force update flag process in Confluence
open · View Meeting
Apr 28, 2026
Walk through release process with Andrew and team
open · View Meeting
Apr 28, 2026
Perform testing on TestFlight before Monday release
open · View Meeting
Apr 28, 2026
Send regression testing plan and links
open · View Meeting
Apr 28, 2026
Escalate phone number registration support ticket
open · View Meeting
Apr 28, 2026
Sync up on support issues and details
open · View Meeting
Apr 28, 2026
Restore GPS flag values after release
done · View Meeting
Apr 28, 2026
Confirm identity of agent for GPS flag exclusion
open · View Meeting
Apr 28, 2026
Build and release Eugene's PRs this evening
done · View Meeting
Apr 28, 2026
Continue Century integration work
done · View Meeting
Apr 28, 2026
Investigate KP 905.5 retry upload issue
done · View Meeting
Apr 28, 2026
Work on multi-upload and multi-download tickets
done · View Meeting
Apr 28, 2026
Work on share capability feature
done · View Meeting
Apr 28, 2026
Meet with Eugene on concurrent uploads issue
open · View Meeting
Apr 28, 2026
Review Confluence document and add Miro diagram for database changes
open · View Meeting
Apr 28, 2026
Work on Azure calling unlock for QA
open · View Meeting
Apr 28, 2026
Get architectural review for file upload from Slack
open · View Meeting
Apr 28, 2026
Send invite for 11:30 AM sync meeting
open · View Meeting
Apr 28, 2026
Schedule SOC 2 tabletop exercise with AI focus
open · View Meeting
Apr 28, 2026
Follow up on February 18 tabletop exercise items
open · View Meeting
Apr 28, 2026
Discuss QA progress with Justin and Jordan
open · View Meeting
Apr 28, 2026
Determine 90 or 120-day deactivation threshold for inactive users
open · View Meeting
Apr 28, 2026
Calculate impact of 90-day user deactivation
open · View Meeting
Apr 28, 2026
Prepare deactivation notification email
open · View Meeting
Apr 28, 2026
Create child group feature flag toggle
open · View Meeting
Apr 28, 2026
Get feature flag implementation estimates
open · View Meeting
Apr 28, 2026
Set up shared webinar calendar
open · View Meeting
Apr 28, 2026
Create YouTube pre-roll videos for webinar promotion
open · View Meeting
Apr 28, 2026
Send Joey contact information and Accelerate app details
open · View Meeting
Apr 28, 2026
Build weekly retention stats export and spreadsheet
open · View Meeting
Apr 28, 2026
Troubleshoot Exonify filter reports
open · View Meeting
Apr 28, 2026
Share Exonify report export with team
open · View Meeting
Apr 28, 2026
Prepare Ask Eli feature enhancement documentation
open · View Meeting
Apr 28, 2026
Escalate Ask Eli feature requests to product
open · View Meeting
Apr 28, 2026
Create Ask Eli survey question
open · View Meeting
Apr 28, 2026
Record Exonify best practices training video
open · View Meeting
Apr 28, 2026
Prepare Exonify incident report
open · View Meeting
Apr 28, 2026
Review new train UI/UX mockups
open · View Meeting
Apr 28, 2026
Provide feature flag documentation to Ashton
open · View Meeting
Apr 28, 2026
Explain security tickets in simple terms
open · View Meeting
Apr 28, 2026
Prioritize security tickets in next sprint
open · 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 27, 2026
Create epics for related tickets in Sprint 5
open · View Meeting
Apr 27, 2026
Build new master brokerage admin interface
done · View Meeting
Apr 27, 2026
Build registered users view with opportunities and notifications tracking
done · View Meeting
Apr 27, 2026
Document admin features and system state with caveats
open · View Meeting
Apr 27, 2026
Plan release after iOS and Android store approvals
open · View Meeting
Apr 27, 2026
Prioritize sign-up and sign-in feature development
open · View Meeting
Apr 27, 2026
Add edit capabilities to admin screens
done · View Meeting
Apr 27, 2026
Create unverified users report and admin view
done · View Meeting
Apr 27, 2026
Coordinate release timing to avoid UT environment impact
open · View Meeting
Apr 27, 2026
Simplify agent onboarding and license management flow
done · View Meeting
Apr 27, 2026
Review grayed-out button support ticket from Nicole
done · View Meeting
Apr 27, 2026
Investigate duplicate agent records in database
done · View Meeting
Apr 27, 2026
Create tickets for import logic and manual agent addition issues
done · View Meeting
Apr 27, 2026
Meet with Nancy for Slack security access setup
pending_review · View Meeting
Apr 27, 2026
Investigate large file upload UI feedback issue (KP 10:66)
done · View Meeting
Apr 27, 2026
Investigate favorites visibility issue in multi-brokerage scenario
done · View Meeting
Apr 27, 2026
Implement favorites list clearing when agent changes brokerage
done · View Meeting
Apr 27, 2026
Establish rolling visibility list for production issues
pending_review · View Meeting
Apr 27, 2026
Set up monthly competitor monitoring report
pending_review · View Meeting
Apr 27, 2026
Add Trenton as AWS owner
pending_review · View Meeting
Apr 27, 2026
Review Gleb's metadata FRP recommendations
pending_review · View Meeting
Apr 27, 2026
Call with Gleb on Cloudflare fixes
done · View Meeting
Apr 27, 2026
Update sprint planning documents for Monday meeting
pending_review · View Meeting
Apr 27, 2026
Huddle with Brandy on CSM efficiency project
pending_review · View Meeting
Apr 27, 2026
Ensure proper communication on action items from Ashton
done · View Meeting
Apr 27, 2026
Create separate ticket for customer support intervention automation
pending_review · View Meeting
Apr 27, 2026
Talk with Jordan about KPI board updates
pending_review · View Meeting
Apr 27, 2026
Create admin portal update for brokerage address field
done · View Meeting
Apr 27, 2026
Provide Excel spreadsheet of secondary brokerage table structure
done · View Meeting
Apr 27, 2026
Fix regression issue in log file functionality
done · View Meeting
Apr 27, 2026
Submit new build to app stores
done · View Meeting
Apr 27, 2026
Conduct testing with the girls tomorrow
pending_review · View Meeting
Apr 27, 2026
Create test opportunity in production for chat notifications
pending_review · View Meeting
Apr 27, 2026
Create ticket for log file evaluation
done · View Meeting
Apr 27, 2026
Follow up with Anton on admin portal design
pending_review · View Meeting
Apr 27, 2026
Create tickets for system debugging and improvements
pending_review · View Meeting
Apr 27, 2026
Investigate duplicate license records in sign-up process
pending_review · View Meeting
Apr 27, 2026
Determine who created orphaned roster record on March 22
pending_review · View Meeting
Apr 27, 2026
Calculate log file storage growth and expand disk space
pending_review · View Meeting
Apr 27, 2026
Extend log retention from 6 months to 12 months
pending_review · View Meeting
Apr 27, 2026
Fix address display inconsistency in admin roster view
pending_review · View Meeting
Apr 27, 2026
Redesign admin roster display for one-to-many address relationships
pending_review · View Meeting
Apr 27, 2026
Add 'updated_by' column to roster table
pending_review · View Meeting
Apr 27, 2026
Convert all timestamps to Eastern Time display
pending_review · View Meeting
Apr 27, 2026
Document deactivate button behavior differences between Roster and Registered tables
pending_review · View Meeting
Apr 27, 2026
Fix deactivated user login error message
pending_review · View Meeting
Apr 27, 2026
Verify Sonrena Green duplicate address issue
pending_review · View Meeting
Apr 27, 2026
Reactivate Kim Johnstone when KW brokerage goes live
pending_review · View Meeting
Apr 10, 2026
Investigate roster table migration scope
pending_review · View Meeting
Apr 6, 2026
Draft employee deactivation email
done · View Meeting
Apr 6, 2026
Verify opportunity assignments and reassign as needed
done · View Meeting
Apr 6, 2026
Create formal SOP for Retool steps
open · View Meeting
Apr 6, 2026
Build security vulnerability tickets
done · View Meeting
Apr 6, 2026
Sync with Adam on security ticket prioritization
open · View Meeting
Apr 6, 2026
Conduct green light meeting for engineering prioritization
open · View Meeting
Mar 20, 2026
Send bucketed items list to Trent for review
done · View Meeting
Mar 20, 2026
Create development status list for sign-off
done · View Meeting
Mar 19, 2026
Investigate Louisville brokerage data integrity issue
done · View Meeting
Mar 19, 2026
Test large file upload and mid-upload cancellation
done · View Meeting
Mar 19, 2026
Email Bryan with brokerage investigation results
done · View Meeting
Mar 19, 2026
Assist Eugene with CA file upload
done · View Meeting
Mar 19, 2026
Connect with Anton and relay Van Valley ticket instructions
done · View Meeting
Mar 18, 2026
Reach out to Scott regarding calling feature changes
done · View Meeting
Mar 18, 2026
Decide on calling feature implementation approach
done · View Meeting
Mar 18, 2026
Send email template snapshot to Pam
done · View Meeting
Mar 18, 2026
Coordinate with Eugene on file upload demo
done · View Meeting
Mar 18, 2026
Create three tickets for email templates and AC failure documentation
done · View Meeting
Mar 17, 2026
Align Bequest meetings and confirm scheduling
open · View Meeting
Mar 17, 2026
Finalize and send two proposals
open · View Meeting
Mar 17, 2026
Send selected headshot to client
done · View Meeting
Mar 17, 2026
Research retainer-based billing models
open · View Meeting
Mar 17, 2026
Update Total CSR proposal objectives
done · View Meeting
Mar 17, 2026
Reconcile Total CSR recruiting hours before month-end submission
open · View Meeting
Mar 17, 2026
Review videos and resumes for Total CSR candidates
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