Meetings (2)
Apr 28 2:26PM
Apr 24 7:31PM
Action Items (52)
Apr 28, 2026
Review code and create project breakdown spreadsheet
done · View Meeting
Apr 28, 2026
Forward login credentials to Andrew
pending_review · View Meeting
Apr 28, 2026
Lead and coordinate AI build project
done · View Meeting
Apr 28, 2026
Send proposal template to Andrew
pending_review · View Meeting
Apr 28, 2026
Create Texxo proposal template for PayPal
pending_review · View Meeting
Apr 28, 2026
Review and approve proposal
pending_review · View Meeting
Apr 28, 2026
Assign Dan as account manager for weekly check-ins
done · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: 10:26 AM - Slack meeting April 28
open · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: 10:26 AM - Slack meeting April 28
done · View Meeting
Apr 27, 2026
Schedule follow-up meeting for May 4th
pending_review · View Meeting
Apr 27, 2026
Provide equity structure details and Andrew's rate estimate
pending_review · View Meeting
Apr 27, 2026
Share severance document template
pending_review · View Meeting
Apr 27, 2026
Schedule transition meeting with James
pending_review · View Meeting
Apr 27, 2026
Prepare James transition language and severance terms
pending_review · View Meeting
Apr 27, 2026
Secure code repository and email access credentials
pending_review · View Meeting
Apr 27, 2026
Hire QA person in Philippines or India
pending_review · View Meeting
Apr 27, 2026
Increase Brooks's hours to 15 hours/week
pending_review · View Meeting
Apr 27, 2026
Wrap up First Rate development contract
pending_review · View Meeting
Apr 27, 2026
Onboard Lucas as part-time junior developer
pending_review · View Meeting
Apr 27, 2026
Decide on SOC 2 compliance path
pending_review · View Meeting
Apr 27, 2026
Renew Vaanta license if pursuing SOC 2
pending_review · View Meeting
Apr 27, 2026
Complete Vaanta compliance remediation
pending_review · View Meeting
Apr 27, 2026
Schedule sprint planning, demo, and retrospective meetings
pending_review · View Meeting
Apr 27, 2026
Establish dedicated product requirements time with Brooks and Daniel
pending_review · View Meeting
Apr 27, 2026
Provide Daniel with Anthropic API key and credits
pending_review · View Meeting
Apr 27, 2026
Share Executive Office Hours feature examples with Daniel
pending_review · View Meeting
Apr 27, 2026
Remove or reduce gating on Bequest platform
pending_review · View Meeting
Apr 27, 2026
Implement auto-profile generation for service providers
pending_review · View Meeting
Apr 27, 2026
Automate infrastructure deployment
pending_review · View Meeting
Apr 27, 2026
Verify Bryan's invoice accuracy
pending_review · View Meeting
Apr 27, 2026
Negotiate Vaanta renewal pricing
pending_review · View Meeting
Apr 27, 2026
Showcase executive office hours features to Daniel
pending_review · View Meeting
Apr 27, 2026
Implement profile auto-population feature for service providers
pending_review · View Meeting
Apr 27, 2026
Remove or reduce gating on platform
pending_review · View Meeting
Apr 27, 2026
Explore advisor network partnership for enterprise licensing
pending_review · View Meeting
Apr 27, 2026
Verify invoice accuracy and billing records
pending_review · View Meeting
Apr 27, 2026
Provide equity structure details and Andrew engagement proposal
pending_review · View Meeting
Apr 27, 2026
Schedule meeting to discuss James transition and finalize plan
pending_review · View Meeting
Apr 27, 2026
Prepare severance document for James
pending_review · View Meeting
Apr 27, 2026
Conduct James transition conversation
pending_review · View Meeting
Apr 27, 2026
Disconnect James from code repository and email access
pending_review · View Meeting
Apr 27, 2026
Hire QA person in Philippines or India
pending_review · View Meeting
Apr 27, 2026
Wrap up First Rate development work
pending_review · View Meeting
Apr 27, 2026
Increase Brooks hours to 15 hours per week
pending_review · View Meeting
Apr 27, 2026
Onboard Lucas as part-time junior developer
pending_review · View Meeting
Apr 27, 2026
Establish dedicated product requirements review cadence
pending_review · View Meeting
Apr 27, 2026
Implement Scrum retrospective ritual
pending_review · View Meeting
Apr 27, 2026
Conduct vibe coding training with Daniel
pending_review · View Meeting
Apr 27, 2026
Review and optimize AWS infrastructure costs
pending_review · View Meeting
Apr 27, 2026
Automate infrastructure deployment pipeline
pending_review · View Meeting
Apr 27, 2026
Decide on SOC 2 compliance path and budget
pending_review · View Meeting
Apr 27, 2026
Complete Vaanta compliance remediation
pending_review · View Meeting