Meetings (7)
Mar 31 1:01PM
Mar 27 4:30PM
Mar 17 8:05PM
Oct 30 12AM
AI Dev Team Daily Sync (ZH) Zenara Health
Jun 19 12AM
Interlace Health Discussion Interlace Health
Apr 25 12AM
ravi - bryan 1 1 (imh copy) 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 (84)
Apr 28, 2026
Develop intern onboarding structure
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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
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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 27, 2026
Decide on EOS implementer for St. Louis Q3 planning session
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Apr 27, 2026
Send email to Allison and Meredith regarding EOS implementer decision
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Apr 27, 2026
Plan dedicated whiteboarding/strategy session separate from June 30 meeting
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Apr 27, 2026
Schedule DevOps interview at 1:15 PM
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Apr 27, 2026
Make DevOps position decision by next Friday or Monday
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Apr 27, 2026
Process 175 developer resumes through TestGorilla assessment
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Apr 27, 2026
Schedule interviews with top developer candidates
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Apr 27, 2026
Build master Q2/90-day wish list with engineering team
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Apr 27, 2026
Confirm Brooks attendance at St. Louis meeting June 30-July 1
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Apr 27, 2026
Schedule meeting with Bryan, Brooke, and Patty/Dawn upon return
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Apr 27, 2026
Create job description for India-based senior developer/leader
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Apr 27, 2026
Guide client through transcription and voicemail system protocol
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Apr 27, 2026
Meet with Eileen to discuss role and structure
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Apr 27, 2026
Provide input on Ed's role and utilization
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Apr 27, 2026
Post AI SME job description on Indeed
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Apr 27, 2026
Review and filter candidate resumes
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Apr 27, 2026
Follow up on desk assessments with Akash, Fizema, and Fatak
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Apr 27, 2026
Implement Workable as primary candidate source with Indeed integration
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Apr 27, 2026
Review candidates in Workable and provide feedback
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Apr 6, 2026
Watch for product/project manager video submissions and coordinate team review
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Apr 6, 2026
Consolidate AI Engineer job description and send to Bryan
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Apr 6, 2026
Define help desk ticket triage ownership and process
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Apr 6, 2026
Set up help desk system (Google Group or Jira Service Desk)
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Apr 6, 2026
Review cybersecurity insurance policy details
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Apr 6, 2026
Plan SOC 2 compliance implementation roadmap
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Mar 27, 2026
Recommend top QA candidates to team
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Mar 27, 2026
Interview remaining QA candidates
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Mar 17, 2026
Align Bequest meetings and confirm scheduling
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Mar 17, 2026
Finalize and send two proposals
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Mar 17, 2026
Send selected headshot to client
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Mar 17, 2026
Research retainer-based billing models
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Mar 17, 2026
Update Total CSR proposal objectives
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Mar 17, 2026
Reconcile Total CSR recruiting hours before month-end submission
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Mar 17, 2026
Review videos and resumes for Total CSR candidates
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