Meetings (13)
Apr 27 5PM
Apr 24 3:04PM
Apr 24 1:34PM
Apr 16 6:02PM
Apr 2 7:31PM
Apr 2 4:31PM
Mar 19 7:31PM
Mar 19 4:32PM
Mar 17 8:05PM
Mar 16 5:01PM
Mar 16 1:58PM
Dec 4 12AM
Deepak/Shilpa/Bryan Weekly Sync Up (ZH) Zenara Health
Decisions (12)
Apr 28, 2026
David Johnston assigned to BubbleWise project
David Johnston will be working on the BubbleWise project alongside Bryan Dennstedt as a project team member.
Apr 28, 2026
In-person meetings approved for Charlotte-based team
Bryan Dennstedt offered to conduct in-person meetings with the BubbleWise team in Charlotte, where both he and David Joh...
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
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...
Apr 28, 2026
Bubblewise on holding pattern
Agreed that Bubblewise is on a holding pattern; despite having a signed contract and moving forward, clarification is ne...
Action Items (90)
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 27, 2026
Use WhatsApp for urgent messages instead of Teams
open · View Meeting
Apr 27, 2026
Help Jack with server configuration
open · View Meeting
Apr 27, 2026
Set up monthly competitor monitoring report
pending_review · View Meeting
Apr 27, 2026
Add Trenton as AWS owner
pending_review · View Meeting
Apr 27, 2026
Review Gleb's metadata FRP recommendations
pending_review · View Meeting
Apr 27, 2026
Call with Gleb on Cloudflare fixes
done · View Meeting
Apr 27, 2026
Update sprint planning documents for Monday meeting
pending_review · View Meeting
Apr 27, 2026
Huddle with Brandy on CSM efficiency project
pending_review · View Meeting
Apr 27, 2026
Ensure proper communication on action items from Ashton
done · View Meeting
Apr 27, 2026
Create separate ticket for customer support intervention automation
pending_review · View Meeting
Apr 27, 2026
Talk with Jordan about KPI board updates
pending_review · View Meeting
Apr 27, 2026
Polish and formalize AI engineering workflow diagram
pending_review · View Meeting
Apr 27, 2026
Create timeline for factory phases (crawl/walk/run)
pending_review · View Meeting
Apr 27, 2026
Develop QA and code review integration for pipeline
done · View Meeting
Apr 27, 2026
Add Gleb to Monday team meetings
pending_review · View Meeting
Apr 27, 2026
Complete engineering pipeline implementation
done · View Meeting
Apr 27, 2026
Schedule bi-weekly AI engineering workflow review meetings
pending_review · View Meeting
Apr 27, 2026
Develop velocity measurement and tracking system
pending_review · View Meeting
Apr 27, 2026
Prepare demonstration case study for leadership
pending_review · View Meeting
Apr 27, 2026
Evaluate third-party frameworks (Superflow, GSD, BMad)
pending_review · View Meeting
Apr 27, 2026
Level up Anton and Vlad on strategic thinking
pending_review · View Meeting
Apr 27, 2026
Develop executive summary communication approach
pending_review · View Meeting
Apr 27, 2026
Share AI learning resources with team
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 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
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
Explore Claude Code remote control feature
done · View Meeting
Apr 6, 2026
Check out CMux terminal manager
done · View Meeting
Apr 6, 2026
Experiment with Claude Code for future projects
done · 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 17, 2026
Align Bequest meetings and confirm scheduling
open · View Meeting
Mar 17, 2026
Finalize and send two proposals
open · View Meeting
Mar 17, 2026
Send selected headshot to client
done · View Meeting
Mar 17, 2026
Research retainer-based billing models
open · View Meeting
Mar 17, 2026
Update Total CSR proposal objectives
done · View Meeting
Mar 17, 2026
Reconcile Total CSR recruiting hours before month-end submission
open · View Meeting
Mar 17, 2026
Review videos and resumes for Total CSR candidates
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
Mar 16, 2026
Introduce Bubblewise to KeyPlease CEO for potential beta testing partnership
open · View Meeting
Mar 16, 2026
Schedule whiteboard planning session in Uptown Charlotte
done · View Meeting
Mar 16, 2026
Send proposal with hourly rates and engagement estimate
open · View Meeting
Mar 16, 2026
Prepare standard terms of service and NDA for Bubblewise engagement
done · View Meeting
Mar 16, 2026
New client detected: bubblewise.com -- tap to confirm
open · View Meeting