Meetings (13)
Apr 24 8:30PM
Apr 17 6PM
Apr 16 5:29PM
Apr 14 3:01PM
Apr 10 5:01PM
Apr 10 4:55PM
Apr 8 6:32PM
Apr 7 8:31PM
Mar 27 4:30PM
Mar 26 8:39PM
Mar 26 3:12PM
Mar 20 4:59PM
Decisions (20)
Apr 28, 2026
Brendan to set up Claude Cowork headless on personal machine
Brendan decided to set up Claude Cowork running headless on a personal machine this weekend as a tool for testing and le...
Apr 28, 2026
Brendan to experiment with Claude Cowork this weekend
Brendan agreed to spend time experimenting with Claude Cowork over the weekend to learn how it works so he can teach oth...
Apr 28, 2026
Refine Plan of Care implementation
Decided to refine the Plan of Care feature before it moves further down the process, addressing gaps in detail and clari...
Apr 28, 2026
Proceed with AI chat integration feature
Agreed to move forward with Fernando's AI demo that integrates a chat library into the product, enabling interactive cha...
Apr 28, 2026
Eileen's First Day Schedule on May 4th
Decided that Eileen will start on May 4th with meetings scheduled at 8:30 AM Pacific (with Bryan), followed by sales and...
Apr 28, 2026
Brendan's Mentorship and Observation Approach
Agreed that Brendan will observe and attend meetings with Bryan to learn the CTO role without steering decisions, positi...
Apr 28, 2026
Bryan's Stand-up Attendance Commitment
Committed to attending Monday, Tuesday, and Friday daily stand-ups, with Monday being the priority meeting for dev and p...
Apr 28, 2026
Production Deployment Timeline
Agreed to deploy production by Monday (one week from meeting date) without domain wiring, allowing for testing and valid...
Apr 28, 2026
Bryan's CTO Role as Temporary Fundraising Support
Decided that Bryan will temporarily assume CTO title to support Amantha's fundraising efforts, with the explicit goal of...
Apr 28, 2026
Grooming Bryan for CTO role
Bryan decided to set the tone and direction to help someone (likely Brendan or another team member) become CTO in six to...
Apr 28, 2026
Proposal needs revision before sending
Bryan and Speaker 2 decided they cannot send out the proposal today and need to talk with David first to clarify the $28...
Apr 28, 2026
Jason transitioning to full-time operations role
Jason, a current advisor, will transition to a full-time operations role starting May 4th, with full onboarding completi...
Apr 28, 2026
Plan to hire additional customer success staff
Decision made to hire an additional customer success team member after leadership returns from travel to help alleviate ...
Apr 28, 2026
Plan to hire Lubna's replacement in engineering
Decision to hire another engineer (Lubna number two) to allow Lubna to transition into her engineering role at the compa...
Apr 28, 2026
Joseph transitioning to full-time customer success role
Joseph will transition from half-time to full-time starting June 1st, focusing on customer success and activation proces...
Apr 28, 2026
Future hiring plan approved
Approved plan to hire additional customer success staff to alleviate workload for Manny, followed by hiring a second eng...
Apr 28, 2026
Jason transitioning to full-time operations role
Jason, a current advisor, will transition to a full-time operations role starting May 4th with full onboarding completio...
Apr 28, 2026
New sales development rep hire approved
Approved hiring of a new sales development rep (Katie's sister) to set appointments for Katie, starting May 11th after h...
Apr 28, 2026
New product hire approved
Approved hiring of Blue and Eileen as new hires on base UPS products, starting next Monday with onboarding before the al...
Apr 28, 2026
Joseph transitioning to full-time customer success role
Joseph will transition from half-time to full-time starting June 1st, focusing on customer success and activation proces...
Action Items (130)
Apr 28, 2026
Secure office space for California wholesale license
open · View Meeting
Apr 28, 2026
Obtain Designated Representative (DR) license for wholesale compliance
open · View Meeting
Apr 28, 2026
Apply for wholesale licenses in additional states
open · View Meeting
Apr 28, 2026
Implement offer/counter-offer feature for marketplace
done · View Meeting
Apr 28, 2026
Design dynamic pricing model for expiring inventory
done · View Meeting
Apr 28, 2026
Build automated State Board of Pharmacy monitoring
done · View Meeting
Apr 28, 2026
Implement automated fax outreach sequence
done · View Meeting
Apr 28, 2026
Design gamification and loyalty program
done · View Meeting
Apr 28, 2026
Develop post-conference sales follow-up automation
done · View Meeting
Apr 28, 2026
Conduct hands-on cloud code workshop
open · View Meeting
Apr 28, 2026
Explore agentic assembly line for development automation
done · View Meeting
Apr 28, 2026
Reset and update OKRs (Objectives and Key Results)
open · View Meeting
Apr 28, 2026
Hire technical project manager
open · View Meeting
Apr 28, 2026
Prepare for Series A fundraising
open · View Meeting
Apr 28, 2026
Document compliance requirements for invoice disclosures
open · View Meeting
Apr 28, 2026
Explore alternative data sources for inventory visibility
open · View Meeting
Apr 28, 2026
Evaluate wallet/funding model for compliance
open · View Meeting
Apr 28, 2026
Analyze cohort retention and lifetime value metrics
done · View Meeting
Apr 28, 2026
Evaluate in-person pharmacy onboarding pilot
open · View Meeting
Apr 28, 2026
Expand geographic presence beyond NY/PA/NJ
open · View Meeting
Apr 28, 2026
Investigate Michigan pharmacy market opportunity
open · View Meeting
Apr 28, 2026
Contact Liberty and Digital for dispensing data endpoints
open · View Meeting
Apr 28, 2026
Identify PMS systems for all current pharmacies in HubSpot
open · View Meeting
Apr 28, 2026
Set up data waiver process for Liberty and Digital pharmacies
open · View Meeting
Apr 28, 2026
Establish Pioneer integration strategy
open · View Meeting
Apr 28, 2026
Update product roadmap board in HubSpot
open · View Meeting
Apr 28, 2026
Complete AWS migration from Superbase
done · View Meeting
Apr 28, 2026
Develop multi-store account management features
done · View Meeting
Apr 28, 2026
Follow up with 50-store pharmacy group on multi-store setup
open · View Meeting
Apr 28, 2026
Create AI governance policy
open · View Meeting
Apr 28, 2026
Develop organizational AI strategy
open · View Meeting
Apr 28, 2026
Hire product manager/operations coordinator
open · View Meeting
Apr 28, 2026
Formalize organizational reporting structure
open · View Meeting
Apr 28, 2026
Measure support ticket volume and context switching impact
done · View Meeting
Apr 28, 2026
Establish feature flagging for post-launch features
done · View Meeting
Apr 28, 2026
Document 2D matrix barcode standards for Gileadt
done · View Meeting
Apr 28, 2026
Migrate Slack data channel to Retool workflow
done · View Meeting
Apr 28, 2026
Resolve Terraform apply conflicts
done · View Meeting
Apr 28, 2026
Automate ECR image push for web socket listener
done · View Meeting
Apr 28, 2026
Enable two-factor authentication for Gmail
done · View Meeting
Apr 28, 2026
Document database schema and metrics definitions
done · View Meeting
Apr 28, 2026
Evaluate SFTP infrastructure options
done · View Meeting
Apr 28, 2026
Plan EDI file generation and transmission
done · View Meeting
Apr 28, 2026
Establish Retool tool creation threshold
open · View Meeting
Apr 28, 2026
Implement refund approval workflow in Retool
done · View Meeting
Apr 28, 2026
Create project timeline with confidence intervals
done · View Meeting
Apr 28, 2026
Evaluate agentic software development workflow
done · View Meeting
Apr 28, 2026
Implement scanning system for Gileadt products
done · View Meeting
Apr 28, 2026
Migrate Supabase to PostgreSQL database
done · View Meeting
Apr 28, 2026
Establish help desk ticketing system
open · View Meeting
Apr 28, 2026
Take over G Suite administration
done · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: RxPost Team Offsite Event
open · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: RxPost Team Offsite Event
open · View Meeting
Apr 28, 2026
Write up interview notes and send to Amantha and Brendan for Eileen Herbert
open · View Meeting
Apr 28, 2026
Complete remaining PM candidate interviews
open · View Meeting
Apr 28, 2026
Make hiring decision for RXPost PM role
open · View Meeting
Apr 28, 2026
Send hiring recommendation to Amantha for Christina Sarmiento
open · View Meeting
Apr 28, 2026
Send tree swing analogy link to Christina
open · View Meeting
Apr 27, 2026
Wrap up RxPost project manager interview phase
pending_review · View Meeting
Apr 27, 2026
Schedule deeper hour interviews for top candidates
pending_review · View Meeting
Apr 27, 2026
Make offer to selected RxPost project manager candidate
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
Build storybook website for CS demos
done · View Meeting
Apr 27, 2026
Implement trunk-based Git workflow
done · View Meeting
Apr 27, 2026
Establish weekly meeting themes for leadership sync
done · View Meeting
Apr 27, 2026
Schedule monthly retro on first Friday
pending_review · View Meeting
Apr 27, 2026
Identify leadership development resources for Brendan
pending_review · View Meeting
Apr 27, 2026
Arrange Brendan mentoring sessions with Greg
pending_review · View Meeting
Apr 27, 2026
Plan CTO transition milestones through February
pending_review · View Meeting
Apr 27, 2026
Cover dev team during Brendan's conference (May 4-9)
pending_review · View Meeting
Apr 27, 2026
Address Brendan's authority with Amantha
pending_review · View Meeting
Apr 27, 2026
Deploy production by Monday with domain testing setup
done · View Meeting
Apr 27, 2026
Attend Monday standup with dev and product team
pending_review · View Meeting
Apr 27, 2026
Coordinate Eileen's onboarding schedule for first week
pending_review · View Meeting
Apr 27, 2026
Set up Eileen's email account
done · View Meeting
Apr 27, 2026
Pre-load Eileen's calendar with first week meetings
pending_review · View Meeting
Apr 27, 2026
Schedule compliance requirements meeting with Amantha
pending_review · View Meeting
Apr 27, 2026
Prepare compliance requirements analysis
done · View Meeting
Apr 27, 2026
Assign Brendan to escrow project
done · View Meeting
Apr 27, 2026
Assign Matt and Klen to compliance project
done · View Meeting
Apr 27, 2026
Connect Claude to Notion for documentation cleanup
done · View Meeting
Apr 27, 2026
Create CS documentation for routes and components
done · View Meeting
Apr 27, 2026
Assign escrow project to Brendan
pending_review · View Meeting
Apr 27, 2026
Assign compliance project to Klen and Matt
pending_review · View Meeting
Apr 27, 2026
Evaluate Rahul's project capacity and fit
pending_review · View Meeting
Apr 27, 2026
Clean up Notion documentation for AI access
done · View Meeting
Apr 27, 2026
Implement AI documentation system for customer success
done · View Meeting
Apr 27, 2026
Implement trunk-based Git workflow for compliance
done · View Meeting
Apr 27, 2026
Cover dev team during Brendan's conference (May 4-9)
pending_review · View Meeting
Apr 27, 2026
Establish Eileen's 30-day ramp-up milestone
pending_review · View Meeting
Apr 27, 2026
Address Brendan's authority with Amantha
pending_review · View Meeting
Apr 27, 2026
Deploy production by Monday with domain testing setup
done · View Meeting
Apr 27, 2026
Attend Monday standup with dev and product team
pending_review · View Meeting
Apr 27, 2026
Coordinate Eileen's onboarding schedule for first week
pending_review · View Meeting
Apr 27, 2026
Set up Eileen's email account by Monday or Tuesday
pending_review · View Meeting
Apr 27, 2026
Schedule compliance requirements meeting with Amantha
pending_review · View Meeting
Apr 27, 2026
Develop compliance requirements plan after Amantha meeting
pending_review · View Meeting
Apr 27, 2026
Plan Brendan's CTO transition roadmap
pending_review · View Meeting
Apr 27, 2026
Establish monthly retro cadence for leadership
pending_review · View Meeting
Apr 27, 2026
Create themed weekly meeting structure
pending_review · View Meeting
Apr 27, 2026
Identify learning resources for Brendan's CTO development
pending_review · View Meeting
Apr 27, 2026
Discuss CTO transition with Greg
done · View Meeting
Apr 16, 2026
Inform Amantha of conversation results with Christina
pending_review · View Meeting
Apr 10, 2026
Send 3-4 additional candidates to Brendan
pending_review · View Meeting
Apr 7, 2026
Complete Claude Code course
pending_review · View Meeting
Apr 6, 2026
Create Google Slide presentation for engineering team meeting
done · View Meeting
Apr 6, 2026
Clarify objectives for Thursday engineering team presentation with Amantha
done · View Meeting
Apr 6, 2026
Complete leadership training course review
done · View Meeting
Apr 6, 2026
Watch for product/project manager video submissions and coordinate team review
done · View Meeting
Apr 6, 2026
Consolidate AI Engineer job description and send to Bryan
done · View Meeting
Apr 6, 2026
Define help desk ticket triage ownership and process
open · View Meeting
Apr 6, 2026
Set up help desk system (Google Group or Jira Service Desk)
open · View Meeting
Apr 6, 2026
Review cybersecurity insurance policy details
done · View Meeting
Apr 6, 2026
Plan SOC 2 compliance implementation roadmap
open · View Meeting
Mar 20, 2026
New client detected: rx-post.com -- tap to confirm
open · View Meeting