Meetings (10)
Apr 24 3:04PM
Apr 20 5:01PM
Apr 16 7:32PM
Apr 8 3:03PM
Apr 2 7:31PM
Apr 2 4:31PM
Mar 30 5:03PM
Mar 19 4:32PM
Mar 16 5:01PM
Decisions (2)
Apr 28, 2026
Declined offshore recruitment project for Avail Health
Ashley decided not to pursue the offshore position recruitment project for Avail Health due to capacity constraints and ...
Apr 28, 2026
Declined offshore recruitment project for Avail Health
Ashley decided not to pursue the offshore position recruitment project for Avail Health due to capacity constraints and ...
Action Items (69)
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
Set up Claude to generate daily LinkedIn post options
done · View Meeting
Apr 28, 2026
Develop continuous marketing campaign with AI iteration
done · View Meeting
Apr 28, 2026
Hire second AI-forward engineer
open · View Meeting
Apr 28, 2026
Prepare job description for engineer role
done · View Meeting
Apr 28, 2026
Provide Jazz HR access to Bryan for recruitment
open · View Meeting
Apr 28, 2026
Post engineer job to international boards
open · View Meeting
Apr 28, 2026
Screen and rank engineer applicants using AI
open · View Meeting
Apr 28, 2026
Conduct video interviews with top engineer candidates
open · View Meeting
Apr 28, 2026
Conduct final interviews and recommend top 3 candidates
open · View Meeting
Apr 28, 2026
Discuss compensation adjustment upon contract execution
done · View Meeting
Apr 28, 2026
Resolve Metrical account access issue
done · View Meeting
Apr 28, 2026
Ask Mark about Claude pricing and BAA requirements
done · View Meeting
Apr 28, 2026
Set up Claude team with extra usage credits enabled
done · View Meeting
Apr 28, 2026
Implement Microsoft PHI redaction tool for Claude integration
done · View Meeting
Apr 28, 2026
Set up channel-level access controls for Claude in MS 365
done · View Meeting
Apr 28, 2026
Disable Claude desktop access to sensitive files
done · View Meeting
Apr 28, 2026
Schedule Claude office hours with executive team
open · View Meeting
Apr 28, 2026
Download and test Whisper Flow transcription tool
done · View Meeting
Apr 28, 2026
Research carbon offset options for AI usage
done · View Meeting
Apr 28, 2026
Set up old Mac desktop for Claude agent work
done · View Meeting
Apr 28, 2026
Install Tailscale for remote Mac access
done · View Meeting
Apr 28, 2026
Set up Metrical account for LinkedIn automation
done · View Meeting
Apr 28, 2026
Automate daily LinkedIn connections and messaging
done · View Meeting
Apr 28, 2026
Create LinkedIn video content strategy
done · View Meeting
Apr 27, 2026
Identify customer references for Rough Notes article
pending_review · View Meeting
Apr 27, 2026
Follow up on enterprise account from conference
pending_review · View Meeting
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
pending_review · View Meeting
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 27, 2026
Establish reporting structure for engineering team
pending_review · View Meeting
Apr 27, 2026
Discuss reporting structure with Gleb
pending_review · View Meeting
Apr 27, 2026
Clean up and sync tracker board tabs
done · View Meeting
Apr 27, 2026
Add color coding for early project completion
done · View Meeting
Apr 27, 2026
Improve executive reporting and summarization
pending_review · View Meeting
Apr 27, 2026
Loop Anton into Thursday executive calls
pending_review · View Meeting
Apr 27, 2026
Design QA automation assembly line
done · View Meeting
Apr 27, 2026
Determine LMS QA testing approach
done · View Meeting
Apr 16, 2026
Prepare for and attend marketing meeting with Justin
pending_review · View Meeting
Apr 16, 2026
Schedule dedicated AI development meeting
pending_review · View Meeting
Apr 6, 2026
Lay out two versions of the timeline for engineering work
done · View Meeting
Apr 6, 2026
Sync with Jordan and Justin about AI/workflow strategy
open · 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
New client detected: totalcsr.com -- tap to confirm
open · View Meeting
Mar 16, 2026
Finalize survey questions for custom courseware interest
done · View Meeting
Mar 16, 2026
Schedule leadership meeting with Adam
done · View Meeting
Mar 16, 2026
Process user deactivations for seat discrepancies
done · View Meeting
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
open · View Meeting
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