Meetings (3)
Action Items (44)
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
Follow up on Opus-to-Sonnet and token optimization techniques
pending_review · View Meeting
Apr 27, 2026
Touch base with Don about data warehouse work
pending_review · View Meeting
Apr 27, 2026
Set expectations for plan of care feature delivery slip
pending_review · View Meeting
Apr 27, 2026
Ensure Bryan takes time off after weekend work
pending_review · View Meeting
Apr 27, 2026
Schedule meeting with Brooks or Ellie for plan of care requirements
pending_review · View Meeting
Apr 27, 2026
Establish detailed requirements for plan of care feature
done · View Meeting
Apr 27, 2026
Communicate product management importance to team
pending_review · View Meeting
Apr 27, 2026
Review and approve monolithic service consolidation plan
pending_review · View Meeting
Apr 27, 2026
Discuss API token strategy for Cody and code reviewer
pending_review · View Meeting