Meetings (4)
Apr 27 5PM
Apr 20 5:01PM
Mar 30 5:03PM
Mar 16 5:01PM
Action Items (53)
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
Create approved AI tools list
pending_review · View Meeting
Apr 27, 2026
Review AI tools document
pending_review · View Meeting
Apr 27, 2026
Educate team on AI data privacy risks
pending_review · View Meeting
Apr 27, 2026
Rebook cancelled demos
pending_review · View Meeting
Apr 27, 2026
Greenlight bulk activate/deactivate users feature
done · View Meeting
Apr 27, 2026
Finalize email templates for Patrick
done · View Meeting
Apr 27, 2026
Complete health score automation logic
done · View Meeting
Apr 27, 2026
Review directive reports from SAMS
done · View Meeting
Apr 27, 2026
Protect marketing team capacity for YouTube branding project
pending_review · View Meeting
Apr 27, 2026
Clarify insurance messaging in YouTube ads
pending_review · View Meeting
Apr 27, 2026
Set up resource library in Walkme
pending_review · View Meeting
Apr 27, 2026
Finalize custom course content
done · View Meeting
Apr 27, 2026
Update microlearning video backgrounds
done · View Meeting
Apr 27, 2026
Meet with Jordan and Jen on video production
pending_review · View Meeting
Apr 27, 2026
Launch workers' comp course
done · View Meeting
Apr 27, 2026
Offload CE SOPs to Jen and Christina
pending_review · View Meeting
Apr 27, 2026
Verify permissions for CE SOPs
pending_review · View Meeting
Apr 27, 2026
Transition CE email forwarding
pending_review · View Meeting
Apr 27, 2026
Sync with Trenton on 120-day project task completion
pending_review · View Meeting
Apr 27, 2026
Review customer feedback survey results
pending_review · View Meeting
Apr 27, 2026
Discuss auto-enroll feature implementation
pending_review · View Meeting
Apr 27, 2026
Prioritize penetration test fixes
pending_review · View Meeting
Apr 27, 2026
Create penetration test fix tickets
done · View Meeting
Apr 27, 2026
Plan Ask Ellie integration architecture
pending_review · View Meeting
Apr 27, 2026
Check in on ClickUp
done · View Meeting
Apr 27, 2026
Follow up on laptop RAM upgrade
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 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