Meetings (12)
Apr 22 1:14PM
Apr 21 6:55PM
Apr 20 9PM
Apr 14 2:29PM
Apr 7 7:01PM
Mar 31 7:01PM
Mar 31 2:32PM
Mar 30 3:01PM
Mar 24 6:32PM
Mar 17 2:57PM
Regal Credit Management + TechCXO Regalcredit
Jan 12 12AM
AI Agent Build Out Zenara Health
Dec 1 12AM
Ravi // Bryan 1:1 (ZH) Zenara Health
Decisions (14)
Apr 28, 2026
Status Report Distribution and Format
Decided that Bryan will provide status updates to the speaker and Dr. Kris separately, with David and Andrew giving Dr. ...
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
Regal Credit Budget Cap Established
Confirmed that the Regal Credit project has a $16K budget cap that cannot be exceeded, with David Johnston responsible f...
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
Weekly bullet point updates for Regal meeting
Decided that David will provide Bryan with bullet points by 5 pm every Tuesday summarizing what was accomplished the pre...
Apr 28, 2026
Initial meetings with Anthony without David present
Agreed to hold one or two meetings with Anthony (Regal) without David present to gather feedback on what's working well ...
Apr 28, 2026
Regal Credit Agency Signed as New Client
Regal Credit Agency from California, which manages credit for high-net-worth individuals in LA, has signed on as a new c...
Action Items (61)
Apr 28, 2026
Prepare assessment for presentation on the 10th
done · View Meeting
Apr 28, 2026
Put together proposal for Sarah Cox project
open · View Meeting
Apr 28, 2026
Send plan note to Sarah Cox
open · View Meeting
Apr 28, 2026
Test and refine AI assessment quiz
open · View Meeting
Apr 28, 2026
Have Connor test AI assessment quiz
open · View Meeting
Apr 28, 2026
Consider using Mechanical Turk for quiz data collection
open · View Meeting
Apr 28, 2026
Prepare AI assessment for Health Innovation Day panel on Wednesday
open · View Meeting
Apr 28, 2026
Segment quiz off from full platform for launch
open · View Meeting
Apr 28, 2026
Clean up remaining slides in nurse practitioner presentation
open · View Meeting
Apr 28, 2026
Onboard additional executives to Executive Office Hours platform
open · View Meeting
Apr 28, 2026
Develop FAQ and canned responses for Executive Office Hours
open · View Meeting
Apr 28, 2026
Finalize Terms and Conditions for Executive Office Hours
open · View Meeting
Apr 28, 2026
Update website executive coaching section with office hours content
open · View Meeting
Apr 28, 2026
Refine Executive Office Hours messaging and positioning
open · View Meeting
Apr 28, 2026
Prepare 30-day update on Executive Office Hours progress
open · View Meeting
Apr 28, 2026
Coordinate with Rose on website sandbox and copy review
open · View Meeting
Apr 28, 2026
Manage Stripe credit card integration for Executive Office Hours
open · View Meeting
Apr 28, 2026
Finalize Executive Office Hours compensation spreadsheet
open · View Meeting
Apr 27, 2026
Follow up with Techcxo on project status
done · View Meeting
Apr 27, 2026
Define role and responsibilities for Ravi
open · View Meeting
Apr 27, 2026
Establish testing layer ownership for product stability
open · View Meeting
Apr 27, 2026
Adjust invoices with Techcxo and push back on Ravi
open · View Meeting
Apr 27, 2026
Review orchestration project documentation
open · 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 27, 2026
Evaluate Regal Credit team structure and organization
done · View Meeting
Apr 27, 2026
Attend Regal Credit data lake advisory committee meeting
pending_review · View Meeting
Apr 27, 2026
Loop security expert into data lake advisory meeting
pending_review · View Meeting
Apr 27, 2026
Request full team assessment documents from Regal Credit
pending_review · View Meeting
Apr 27, 2026
Develop initial assessment and game plan for Regal Credit
done · View Meeting
Apr 27, 2026
Schedule weekly check-in call with Regal Credit CEO
pending_review · View Meeting
Apr 27, 2026
Implement agile process and sprint planning guidance
done · View Meeting
Apr 27, 2026
Develop Rouse Dev and Rouse Biz architecture documentation
done · View Meeting
Apr 27, 2026
Assess Salesforce vs custom hub solution for Regal Credit
done · View Meeting
Apr 27, 2026
Develop data lake architecture and strategy
done · View Meeting
Apr 27, 2026
Request access to Regal Credit documentation links
pending_review · View Meeting
Apr 27, 2026
Review Regal Credit team assessment documents
done · View Meeting
Apr 27, 2026
Digest Regal Credit documentation within 24 hours
done · View Meeting
Apr 27, 2026
Conduct one-on-one interviews with Regal Credit engineering team
pending_review · View Meeting
Apr 27, 2026
Attend existing Regal Credit team meetings
pending_review · View Meeting
Apr 27, 2026
Introduce TechCXO team to Regal Credit engineering team
done · View Meeting
Apr 27, 2026
Set up Claude Enterprise account for Regal Credit
done · View Meeting
Apr 27, 2026
Develop AI engineering standards for Regal Credit
done · View Meeting
Apr 27, 2026
Assess Regal Credit DevOps needs
done · View Meeting
Apr 27, 2026
Meet with candidate (Jeff) to discuss principal role
pending_review · View Meeting
Apr 27, 2026
Review executive osars meeting recording
done · View Meeting
Apr 27, 2026
Promote executive osars program with referral code
done · View Meeting
Apr 27, 2026
Push out new executive osars announcement videos
pending_review · View Meeting
Apr 6, 2026
Align with Dawnn on AI workflow implementation strategy
open · View Meeting
Apr 6, 2026
Present AI workflow point system changes to Peter for approval
done · View Meeting
Apr 6, 2026
Schedule daily check-in meetings between Peter and Chris
open · View Meeting
Mar 24, 2026
Share vendor quotes with Bryan
open · View Meeting
Mar 17, 2026
Coordinate coffee meeting with Regal Credit Management LA team
done · View Meeting
Mar 17, 2026
Check principal availability and send proposal to Regal Credit Management
done · View Meeting
Mar 17, 2026
New client detected: regalcredit.com -- tap to confirm
open · View Meeting