Meetings (2)
Mar 19 6:34PM
Mar 19 10:29AM
Action Items (22)
Apr 6, 2026
Add company name column to recurring revenue spreadsheet
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Apr 6, 2026
Screenshot recurring revenue list and post to FIN Slack channel
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Apr 6, 2026
Install Claude on computer
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Apr 6, 2026
Restructure recurring revenue spreadsheet with Claude
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Apr 6, 2026
Upload February bank statements to Lucid Finance Google Drive
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Apr 6, 2026
Review Lucid Finance QuickBooks work for February
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Apr 6, 2026
Create cash flow projection for next 2-3 months
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Apr 6, 2026
Watch Claude Cowork tutorial videos
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Apr 6, 2026
Practice Claude Cowork before tomorrow meeting
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Apr 6, 2026
Spend 30 minutes on Claude Cowork training tomorrow morning
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Apr 6, 2026
Verify and update payroll tab in pro forma
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Apr 6, 2026
Loop in Janine to Slack conversation about Brandon Cassiano recurring invoice
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Apr 6, 2026
Clarify Clay invoice status with Martin
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Apr 6, 2026
Provide guidance on task rollout
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Apr 6, 2026
Follow up with Taylor Rotunda Electric
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Apr 6, 2026
Create task for GitHub question from Jessica
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Apr 6, 2026
Investigate GitHub issue
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Apr 6, 2026
Decide on email signature solution approach
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Apr 6, 2026
Discuss social onboarding form approach offline
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Mar 19, 2026
Complete Teamwork cleanup and maintenance package revamp
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Mar 19, 2026
Build HTML email signature for Jessica
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Mar 19, 2026
Create task for Sergei regarding Jessica's GoHighLevel question
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