Meetings (4)
Apr 6 5:05PM
Mar 19 4:32PM
Mar 16 5:01PM
Action Items (38)
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 6, 2026
Lay out two versions of the timeline for engineering work
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Apr 6, 2026
Sync with Jordan and Justin about AI/workflow strategy
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Mar 20, 2026
Send bucketed items list to Trent for review
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Mar 20, 2026
Create development status list for sign-off
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Mar 19, 2026
New client detected: totalcsr.com -- tap to confirm
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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
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Mar 16, 2026
Clean up data alignment issues for contract dates
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Mar 16, 2026
Set up task creation automations for Brandy
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Mar 16, 2026
Send TikTok video about marketing psychology
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Mar 16, 2026
Add survey questions about custom courseware offering
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Mar 16, 2026
Create health score metrics fields in Salesforce
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Mar 16, 2026
Pick up daughter at 02:15
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