Meetings (20)
Apr 27 7:03PM
Weekly Sync: Abraham + Bryan SiteLabs
Apr 24 6:02PM
Apr 17 6PM
Apr 10 5:59PM
Apr 7 8:02PM
Apr 7 7:28PM
Mar 31 7:01PM
Mar 30 7PM
AI Agent Build Out Interlace Health
Mar 19 8:08PM
Mar 19 4:02PM
Jan 21 12AM
Zenara Hold Zenara Health
Jul 21 12AM
Interlace Health Weekly Meeting (IH) Interlace Health
Jul 10 12AM
Interlace Health Discussion Interlace Health
Jun 5 12AM
Interlace Health Discussion Interlace Health
May 29 12AM
Interlace Health Discussion Interlace Health
May 22 12AM
Interlace Health Discussion Interlace Health
May 1 12AM
Interlace Health Discussion Interlace Health
Apr 10 12AM
Interlace Health Discussion Interlace Health
Feb 24 12AM
Interlace Health Weekly Meeting Interlace Health
Jan 30 12AM
Interlace Health Discussion Interlace Health
Decisions (22)
Apr 28, 2026
New release communication process implementation
A new release communication process is being developed that will include a calendar and more cyclical, crisp communicati...
Apr 28, 2026
Demo org update process
Cliff will be responsible for reviewing release summaries and coordinating with DevOps (Don) to update the demo org, rat...
Apr 28, 2026
Release 30 deployment timeline
Release 30 (combining releases 2075-30) will be deployed to test environments tonight and to live/production environment...
Apr 28, 2026
New two-week sprint cycle implementation
Transitioning to an updated two-week sprint cycle with 8 days of coding followed by 2 days of QA, starting after release...
Apr 28, 2026
Pricing set at $4,909
Confirmed the service pricing at $4,909, with breakdown showing costs for infrastructure, Stripe fees (3%), and staff co...
Apr 28, 2026
Office hours capacity and compensation structure
Decided that EOH will offer up to 40 office hours per month at full capacity, with partner facilitators paid $200 per of...
Apr 28, 2026
Deploy system on Cloudflare
Decided to deploy the EOH financial model system on Cloudflare using Claude code and GitHub integration for fast deploym...
Apr 28, 2026
Ashley designated as community manager
Agreed that Ashley will serve as community manager for EOH, with reimbursement for hours spent curating the platform.
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
Send foundational materials to team
Peter decided to send out foundational materials to help Katie, Michael, and the team get on the same page about previou...
Apr 28, 2026
Michael Carlson to mentor Ellie
Peter decided to have Michael Carlson mentor Ellie and work closely with her to evaluate whether she's being assigned on...
Apr 28, 2026
Provide one-pager and pitch materials for client distribution
Committed to preparing a one-pager and pitch materials for Interlace Health's cybersecurity training and assessment serv...
Apr 28, 2026
Interlace Health to develop weekly/bi-weekly cybersecurity training service
Decided to roll out a reasonably priced weekly or bi-weekly cybersecurity training service for clients to educate them o...
Apr 28, 2026
Establish referral partnership with 10% commission
Agreed to a referral partnership structure where Bryan's organization will receive 10% commission for referring clients ...
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...
Action Items (162)
Apr 28, 2026
Send AI project status update
open · View Meeting
Apr 28, 2026
Meet with Tavos to refine Scrum implementation
done · View Meeting
Apr 28, 2026
Meet with team tomorrow for branching and QA strategy sign-off
done · View Meeting
Apr 28, 2026
Document Scrum process refinements
done · View Meeting
Apr 28, 2026
Start monorepo work by end of week
done · View Meeting
Apr 28, 2026
Prepare QA infrastructure for next sprint
done · View Meeting
Apr 28, 2026
Kick off next sprint with new process
open · View Meeting
Apr 28, 2026
Send cookbook recommendation via text
done · View Meeting
Apr 28, 2026
Send email address to Speaker 2 via text
done · View Meeting
Apr 28, 2026
Schedule meeting with Speaker 3 for tomorrow
open · View Meeting
Apr 28, 2026
Review email about QA process updates
open · View Meeting
Apr 28, 2026
Create resource allocation plan for QA/Playwright effort
open · View Meeting
Apr 28, 2026
Memorialize QA/Playwright plan in visual documentation
open · View Meeting
Apr 28, 2026
Present QA plan at Friday rock meeting
open · View Meeting
Apr 28, 2026
Assess resource needs for next two months
open · View Meeting
Apr 28, 2026
Finalize Scrum Developer Guide documentation
open · View Meeting
Apr 28, 2026
Prepare to present plan to Peter and Allison
open · View Meeting
Apr 28, 2026
Create issue for L10 meeting running long
done · View Meeting
Apr 28, 2026
Monitor sprint release deployment
open · View Meeting
Apr 28, 2026
Review and approve scrum process documentation
open · View Meeting
Apr 28, 2026
Establish WIP limit monitoring process
open · View Meeting
Apr 28, 2026
Address Tavos performance and consider replacement
open · View Meeting
Apr 28, 2026
Coach Dawn on executive communication and problem-solving
open · View Meeting
Apr 28, 2026
Share TikTok link on CEO communication best practices
open · View Meeting
Apr 28, 2026
Approve Power BI license spending
done · View Meeting
Apr 28, 2026
Ensure Hazim attends daily standups
open · View Meeting
Apr 28, 2026
Schedule meeting with Bryan, Speaker 2, and Dawn to resolve delegation issues
open · View Meeting
Apr 28, 2026
Address Milder salary negotiation and retention
open · View Meeting
Apr 28, 2026
Combine repositories and set up 1QA box infrastructure
open · View Meeting
Apr 28, 2026
Begin plan of care AI work with Brooks
open · View Meeting
Apr 27, 2026
Call with SAP Podcasting about luxury apartment complex podcast booth
open · View Meeting
Apr 27, 2026
Prepare pictures and materials for SAP Podcasting presentation
open · View Meeting
Apr 27, 2026
Meet with Dawn to address QA bottleneck and development backlog
open · View Meeting
Apr 27, 2026
Enroll Dawn in Executive Office Hours mentorship program
open · View Meeting
Apr 27, 2026
Enroll Petty in Executive Office Hours mentorship program
open · View Meeting
Apr 27, 2026
Share TikTok management coach videos with Allison for Dawn
open · View Meeting
Apr 27, 2026
Have leadership conversation with Allison about setting expectations for Down's communication
open · View Meeting
Apr 27, 2026
Reinforce Down's authority and decision-making autonomy
open · View Meeting
Apr 27, 2026
Set Azure budget expectations with Down
open · View Meeting
Apr 27, 2026
Respond to Down's data storage email with executive framework request
open · View Meeting
Apr 27, 2026
Evaluate Michael's director of product role with 90-120 day cap
open · View Meeting
Apr 27, 2026
Explore director of engineering role to partner with Down
open · View Meeting
Apr 27, 2026
Have strategic conversation with Down about team structure and developer redeployment
open · View Meeting
Apr 27, 2026
Send Down TikTok management coach video link
open · View Meeting
Apr 27, 2026
Recommend leadership development workshop for Down
open · View Meeting
Apr 27, 2026
Follow up with Bryan on QA resolution
open · View Meeting
Apr 27, 2026
Verify Brooks' background and references
open · View Meeting
Apr 27, 2026
Review Li's work and prepare for Brooks onboarding
open · View Meeting
Apr 27, 2026
Develop sales process documentation with Samantha
open · View Meeting
Apr 27, 2026
Address sales team pipeline and lead generation strategy
open · View Meeting
Apr 27, 2026
Facilitate L10 meeting next Thursday to address team issues
open · View Meeting
Apr 27, 2026
Require SOV (Statement of Value) in weekly sales reports
open · View Meeting
Apr 27, 2026
Update organizational chart with revised structure
open · View Meeting
Apr 27, 2026
Research and provide Dawn's current salary and raise history
open · View Meeting
Apr 27, 2026
Prepare for salary discussion with Alison (HR)
open · View Meeting
Apr 27, 2026
Call Tavris to discuss organizational structure implications
open · View Meeting
Apr 27, 2026
Clarify BKEN process changes and lead generation phase one updates
done · View Meeting
Apr 27, 2026
Provide update on sales collateral review status and location
open · View Meeting
Apr 27, 2026
Measure and report on 24-hour lead outreach SLA compliance
open · View Meeting
Apr 27, 2026
Develop messaging and collateral for US Direct go-to-market
open · View Meeting
Apr 27, 2026
Rescope sales midyear meeting agenda and deliverables
open · View Meeting
Apr 27, 2026
Create comparison documents for Fast vs Nova and cloud offering
open · View Meeting
Apr 27, 2026
Engage Don, Brooks, and Petty for messaging and collateral support
open · View Meeting
Apr 27, 2026
Clarify product messaging ownership and marketing understanding
open · 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
Finish assessment pieces and strategic document
open · View Meeting
Apr 27, 2026
Complete strategic options document restructuring
done · View Meeting
Apr 27, 2026
Finalize cost reduction and reorganization targets
done · View Meeting
Apr 27, 2026
Research healthcare company valuation methodology
done · View Meeting
Apr 27, 2026
Assess Allison's comfort level with new leadership structure
done · View Meeting
Apr 27, 2026
Evaluate quality assurance processes and requirements
done · View Meeting
Apr 27, 2026
Determine Eric's role and responsibilities
open · View Meeting
Apr 27, 2026
Consider pairing Dawn with project manager or transitioning to product management
open · View Meeting
Apr 27, 2026
Mentor Brendan into expanded leadership role
open · View Meeting
Apr 27, 2026
Schedule follow-up meeting with Peter and Ronda on strategic direction
open · View Meeting
Apr 27, 2026
Clarify company strategic direction and vision
open · View Meeting
Apr 27, 2026
Lead Level 10 meeting next week
open · View Meeting
Apr 27, 2026
Review Eric's weekly development report
open · View Meeting
Apr 27, 2026
Work with Peter to review development task backlog
open · View Meeting
Apr 27, 2026
Address development timeline slippage and resource constraints
open · View Meeting
Apr 27, 2026
Review product innovation document and provide feedback
open · View Meeting
Apr 27, 2026
Prioritize innovation ideas and identify high-impact opportunities
open · View Meeting
Apr 27, 2026
Plan presentation of innovation ideas to broader innovation group
open · View Meeting
Apr 27, 2026
Review forms automation and Nova upgrades documentation
open · View Meeting
Apr 27, 2026
Plan testing approach for forms automation solutions
open · View Meeting
Apr 27, 2026
Document holistic end-to-end strategy
open · View Meeting
Apr 27, 2026
Track AI patient consent form requirement
open · View Meeting
Apr 27, 2026
Create spreadsheet status update for all projects
open · View Meeting
Apr 27, 2026
Revisit Petty's organizational placement and role definition
open · View Meeting
Apr 27, 2026
Finalize Brooks' product leadership role and onboarding
open · View Meeting
Apr 27, 2026
Build out Cloud Ops team with additional hire
open · View Meeting
Apr 27, 2026
Develop AI team and automation strategy
open · View Meeting
Apr 27, 2026
Follow up on meeting with Allison regarding organizational changes
done · View Meeting
Apr 27, 2026
Sync with Brooks between now and Saturday
open · View Meeting
Apr 27, 2026
Provide input to Brooks on product and strategy
open · View Meeting
Apr 27, 2026
Ping Meredith about Brooks email and system setup
open · View Meeting
Apr 27, 2026
Schedule call with Peter and Brooks after he gets going
open · View Meeting
Apr 27, 2026
Share Kristen's go-to-market plan and documents
open · View Meeting
Apr 27, 2026
Address partnership call process and preparation issues
open · View Meeting
Apr 27, 2026
Cancel ChatGPT accounts and transition to Claude Enterprise
pending_review · View Meeting
Apr 27, 2026
Conduct computer hardware assessment
pending_review · View Meeting
Apr 27, 2026
Implement MDM (Mobile Device Management) solution
pending_review · View Meeting
Apr 27, 2026
Plan monthly AI office hours training sessions
pending_review · View Meeting
Apr 27, 2026
Develop 3-month to year-end roadmap
pending_review · View Meeting
Apr 27, 2026
Create AI dashboard for board meetings
pending_review · View Meeting
Apr 27, 2026
Evaluate pharmacy tech hiring needs
pending_review · View Meeting
Apr 27, 2026
Plan SOC2 and HIPAA certification path
pending_review · View Meeting
Apr 27, 2026
Continue integration hub development
done · View Meeting
Apr 27, 2026
Complete Jira integration and onboarding
done · View Meeting
Apr 27, 2026
Present pharmacy upload form to Rebalance Pharmacy
done · View Meeting
Apr 27, 2026
Finalize South Carolina Association and Concert integration workflow
done · View Meeting
Apr 27, 2026
Build data querying tool for dataset analysis
done · View Meeting
Apr 27, 2026
Create architecture document and diagram for Cody
done · View Meeting
Apr 27, 2026
Demo AI chat feature to product management team
pending_review · View Meeting
Apr 27, 2026
Finalize meeting date with Darren and Abraham
pending_review · View Meeting
Apr 27, 2026
Create master project tracker spreadsheet
pending_review · View Meeting
Apr 27, 2026
Finalize AI governance and policy document
done · View Meeting
Apr 27, 2026
Distribute AI governance document and get staff sign-off
pending_review · View Meeting
Apr 27, 2026
Show Cody findings to stakeholder
pending_review · View Meeting
Apr 27, 2026
Get AI library name from Fernando
pending_review · View Meeting
Apr 27, 2026
Verify Claude account BA signature status
pending_review · View Meeting
Apr 27, 2026
Get budget approval for in-person meeting on the 18th
pending_review · View Meeting
Apr 27, 2026
Reframe Open Door strategy with Peter
pending_review · View Meeting
Apr 27, 2026
Convert Thursday Open Door meetings to requirements planning sessions
pending_review · View Meeting
Apr 27, 2026
Finalize Nova Junior naming convention
pending_review · View Meeting
Apr 27, 2026
Document Nova Junior product requirements
pending_review · View Meeting
Apr 27, 2026
Identify marketplace strategy and prioritization
pending_review · View Meeting
Apr 27, 2026
Plan Nova Junior marketing and positioning
pending_review · View Meeting
Apr 27, 2026
Complete plan of care workflow with Cody
done · View Meeting
Apr 27, 2026
Expand Cody usage across development team
done · View Meeting
Apr 27, 2026
Send AI progress update to leadership
pending_review · View Meeting
Apr 27, 2026
Monitor Tavors performance and leadership
pending_review · View Meeting
Apr 27, 2026
Schedule product management session with Brooks
pending_review · View Meeting
Apr 27, 2026
Establish November 1st launch target for Nova Junior
pending_review · View Meeting
Apr 27, 2026
Create walk phase roadmap and feature/story breakdown
pending_review · View Meeting
Apr 27, 2026
Send walk phase roadmap status update email
pending_review · View Meeting
Apr 27, 2026
Allocate 20 hours per week for walk phase execution
pending_review · View Meeting
Apr 27, 2026
Research and evaluate Hermes agents and Nous Research models
done · View Meeting
Apr 27, 2026
Develop improved GitHub code review system with HIPAA compliance
done · View Meeting
Apr 27, 2026
Run Plan of Care epic end-to-end through Cody system
done · View Meeting
Apr 27, 2026
Finalize Product Requirements Document for Plan of Care epic
done · View Meeting
Apr 27, 2026
Address Azure DevOps board misconfigurations
done · View Meeting
Apr 27, 2026
Train team on crawl phase process using Plan of Care as case study
done · View Meeting
Apr 27, 2026
Develop GitHub deep integration for Cody
done · View Meeting
Apr 27, 2026
Build documentation process integration for Cody
done · View Meeting
Apr 27, 2026
Implement CI/CD auto-deployment for QA environments
done · View Meeting
Apr 27, 2026
Refine QA process and handoff workflow
done · View Meeting
Apr 6, 2026
Schedule Monday/Tuesday meeting to test AI engine
open · View Meeting
Apr 6, 2026
Prepare strong status update for Peter
open · View Meeting
Apr 6, 2026
Send message to Chris requesting QA plan
open · View Meeting
Apr 6, 2026
Schedule daily 7:15 AM check-in message for Chris
open · View Meeting
Apr 6, 2026
Set up virtual machine for AI persona
done · View Meeting
Apr 6, 2026
Create profile picture for Cody AI persona
done · View Meeting
Apr 6, 2026
Review new PRD write-up for Planet Care
done · View Meeting
Apr 6, 2026
Determine additional fields needed for Product Board dev mapping tool
open · View Meeting
Apr 6, 2026
Configure auto-total for points field in Product Board
done · 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 19, 2026
New client detected: interlacehealth.com -- tap to confirm
open · View Meeting