Meetings (10)
Apr 16 5:18PM
Apr 15 9:07PM
Apr 14 2:29PM
Apr 8 3:03PM
Apr 6 1:30PM
Apr 2 8:39PM
Apr 2 5:02PM
Mar 31 8:36PM
Mar 18 7:03PM
Jan 21 12AM
Zenara Hold Zenara Health
Decisions (11)
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
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 (91)
Apr 28, 2026
Bill 12 hours to RXPost for recruiting work
open · View Meeting
Apr 28, 2026
Track and document client work hours for billing allocation
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Apr 28, 2026
Follow up on Goldie Health phone numbers justification
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Apr 28, 2026
Send Dave Potak email proposal
done · View Meeting
Apr 28, 2026
Bill 16 hours to TCSR for recruiting assistants
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Apr 28, 2026
Share Phoenix Project reference with team
done · View Meeting
Apr 28, 2026
Explore AI self-monitoring and patient data integration concept
done · View Meeting
Apr 28, 2026
Discuss QA bottleneck resolution strategy at open door meeting
done · View Meeting
Apr 28, 2026
Lead QA assessment and unsticking effort
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Apr 28, 2026
Get permission and coordinate QA intervention with leadership
done · View Meeting
Apr 28, 2026
Schedule daily QA standup meetings with Chris and Tavoris
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Apr 28, 2026
Block calendar time for QA work Monday-Wednesday
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Apr 28, 2026
Identify QA resources from Techi X or internal team
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Apr 28, 2026
Develop product board estimation framework for AI vs human work
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Apr 28, 2026
Share product board estimation comments with Katie
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Apr 28, 2026
Coordinate open door strategy reset planning
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Apr 28, 2026
Prepare for open door meeting this afternoon
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Apr 28, 2026
Guide Dawn on director vs manager role transition
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Apr 28, 2026
Implement three-parallel-sprint process for dev/QA/planning
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Apr 28, 2026
Establish dedicated squads for roadmap initiatives
done · View Meeting
Apr 28, 2026
Create KPI dashboard updates for Cody integration
done · View Meeting
Apr 28, 2026
Ensure Michael Carlson has proper refinement process with dev teams
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Apr 28, 2026
Evaluate forms system external-facing layer approach
done · View Meeting
Apr 28, 2026
Conduct bottleneck analysis meeting with Chris and Brian
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Apr 28, 2026
Prepare documented process for Scrum implementation
done · View Meeting
Apr 28, 2026
Assess QA problem scope and create recommendations
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Apr 28, 2026
Block time Wednesday for QA bottleneck analysis
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Apr 28, 2026
Finalize QA improvement plan by end of next week
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Apr 28, 2026
Get formal approval for infrastructure/branching strategy work
done · View Meeting
Apr 28, 2026
Implement bug task tracking and metrics capture
done · View Meeting
Apr 28, 2026
Evaluate using Applause for QA testing support
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Apr 28, 2026
Consider assigning Lamont to help with QA
done · View Meeting
Apr 28, 2026
Determine critical release dates and go-live deadlines
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Apr 28, 2026
Evaluate consolidating releases 28 and 29
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Apr 28, 2026
Verify infrastructure stories are in next sprint
done · View Meeting
Apr 28, 2026
Update release notes for version 2.7
done · View Meeting
Apr 28, 2026
Prepare for Reckfield and Story Design meetings
done · View Meeting
Apr 28, 2026
Arrange Michael to join Brooks for Reckfield coverage
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Apr 28, 2026
Schedule forms system check-in meeting for April 21st
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Apr 28, 2026
Complete forms system feature updates
done · 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
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Apr 28, 2026
Prepare job description for engineer role
done · View Meeting
Apr 28, 2026
Provide Jazz HR access to Bryan for recruitment
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Apr 28, 2026
Post engineer job to international boards
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Apr 28, 2026
Screen and rank engineer applicants using AI
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Apr 28, 2026
Conduct video interviews with top engineer candidates
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Apr 28, 2026
Conduct final interviews and recommend top 3 candidates
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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
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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
Evaluate project management tools (ClickUp, Linear, Jira)
done · View Meeting
Apr 27, 2026
Provide wind-down buffer for Brooks
done · View Meeting
Apr 27, 2026
Hire Brooks replacement resource
done · View Meeting
Apr 27, 2026
Meet with James to discuss CTO role and SDLC improvements
pending_review · View Meeting
Apr 27, 2026
Write proposal for BQuest restructuring
pending_review · View Meeting
Apr 27, 2026
Attend BQuest daily standup Wednesday at 09:30 ET
pending_review · View Meeting
Apr 27, 2026
Attend BQuest daily standup Friday at 09:30 ET
pending_review · View Meeting
Apr 27, 2026
Attend BQuest refinement and maintenance planning Friday 09:00-10:00 ET
pending_review · View Meeting
Apr 27, 2026
Cancel or reschedule weekly team meeting this week
pending_review · View Meeting
Apr 27, 2026
Add Bryan to ProductBoard for BQuest project tracking
done · View Meeting
Apr 27, 2026
Inquire about Daniel and new developer rates for BQuest
pending_review · View Meeting
Apr 16, 2026
Interview Christina on leadership capabilities
pending_review · View Meeting
Apr 15, 2026
Review and assess the website
pending_review · View Meeting
Apr 15, 2026
Work with Abe to shift from corporate to startup mindset
pending_review · View Meeting
Apr 15, 2026
Email accounting to correct payroll errors and billing allocation
pending_review · View Meeting
Apr 6, 2026
Clarify Ashley's time card entries for training
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Apr 6, 2026
Invite Ashley to P&T meeting
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Apr 6, 2026
Explore Ashley helping organize fall partner meeting
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Apr 6, 2026
Request permission from wife to work weekend on Troymed project
done · View Meeting
Apr 6, 2026
Contact Jay Clemens about Troymed project budget
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Apr 6, 2026
Check Handler Associates for available video coder
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Apr 6, 2026
Contact current client about hiring their vibe coder
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Apr 6, 2026
Schedule regular practice area leader meetings
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Apr 6, 2026
Develop CTO practice area strategy and service offerings
done · View Meeting
Apr 6, 2026
Address firm diversity and representation strategy
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Apr 6, 2026
Clarify Tech CXO's strategic direction and service evolution
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Mar 18, 2026
New client detected: advocatehealth.org -- tap to confirm
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