Meetings (4)
Apr 20 5:01PM
Apr 6 5:05PM
Mar 30 5:03PM
Mar 16 5:01PM
Action Items (50)
Apr 28, 2026
Schedule SOC 2 tabletop exercise with AI focus
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Apr 28, 2026
Follow up on February 18 tabletop exercise items
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Apr 28, 2026
Discuss QA progress with Justin and Jordan
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Apr 28, 2026
Determine 90 or 120-day deactivation threshold for inactive users
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Apr 28, 2026
Calculate impact of 90-day user deactivation
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Apr 28, 2026
Prepare deactivation notification email
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Apr 28, 2026
Create child group feature flag toggle
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Apr 28, 2026
Get feature flag implementation estimates
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Apr 28, 2026
Set up shared webinar calendar
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Apr 28, 2026
Create YouTube pre-roll videos for webinar promotion
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Apr 28, 2026
Send Joey contact information and Accelerate app details
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Apr 28, 2026
Build weekly retention stats export and spreadsheet
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Apr 28, 2026
Troubleshoot Exonify filter reports
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Apr 28, 2026
Share Exonify report export with team
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Apr 28, 2026
Prepare Ask Eli feature enhancement documentation
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Apr 28, 2026
Escalate Ask Eli feature requests to product
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Apr 28, 2026
Create Ask Eli survey question
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Apr 28, 2026
Record Exonify best practices training video
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Apr 28, 2026
Prepare Exonify incident report
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Apr 28, 2026
Review new train UI/UX mockups
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Apr 28, 2026
Provide feature flag documentation to Ashton
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Apr 28, 2026
Explain security tickets in simple terms
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Apr 28, 2026
Prioritize security tickets in next sprint
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Apr 27, 2026
Identify customer references for Rough Notes article
pending_review · View Meeting
Apr 27, 2026
Follow up on enterprise account from conference
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Apr 27, 2026
Send webinar collateral documentation to Justin
done · View Meeting
Apr 27, 2026
Discuss Gallagher medical malpractice feature request with sales
pending_review · View Meeting
Apr 27, 2026
Investigate life insurance course development
done · View Meeting
Apr 27, 2026
Create running list of customer feedback on seat management
done · View Meeting
Apr 27, 2026
Develop win-back customer strategy
pending_review · View Meeting
Apr 27, 2026
Plan hyper-specific landing page deliverables
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Apr 27, 2026
Discuss intervention check automation with Patrick
done · View Meeting
Apr 27, 2026
Attend green lighting session
pending_review · View Meeting
Apr 27, 2026
Improve cross-functional communication process
pending_review · View Meeting
Apr 6, 2026
Draft employee deactivation email
done · View Meeting
Apr 6, 2026
Verify opportunity assignments and reassign as needed
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Apr 6, 2026
Create formal SOP for Retool steps
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Apr 6, 2026
Build security vulnerability tickets
done · View Meeting
Apr 6, 2026
Sync with Adam on security ticket prioritization
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Apr 6, 2026
Conduct green light meeting for engineering prioritization
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Mar 16, 2026
Finalize survey questions for custom courseware interest
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Mar 16, 2026
Schedule leadership meeting with Adam
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Mar 16, 2026
Process user deactivations for seat discrepancies
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Mar 16, 2026
Send notification emails for user deactivations
done · View Meeting
Mar 16, 2026
Clean up data alignment issues for contract dates
done · View Meeting
Mar 16, 2026
Set up task creation automations for Brandy
done · View Meeting
Mar 16, 2026
Send TikTok video about marketing psychology
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Mar 16, 2026
Add survey questions about custom courseware offering
done · View Meeting
Mar 16, 2026
Create health score metrics fields in Salesforce
done · View Meeting
Mar 16, 2026
Pick up daughter at 02:15
done · View Meeting