Meetings (27)
Apr 24 4:34PM
Apr 23 5:58PM
Apr 23 3:14PM
Apr 21 2:32PM
Apr 21 10:33AM
Apr 20 7:30PM
Apr 17 8:32PM
Apr 15 5:10PM
Apr 15 9:32AM
Apr 8 3:03PM
Apr 4 4:01PM
Mar 27 4:30PM
Mar 23 4:33PM
Mar 20 2:32PM
Mar 20 11:07AM
Mar 19 7:31PM
Mar 19 10:29AM
Mar 19 10:01AM
Mar 18 8:37PM
Mar 18 3:29PM
Mar 16 3:32PM
Joe + Bryan, Syncing Up Corstrata
Dec 11 12AM
AI Dev Team Daily Sync (ZH) Zenara Health
Dec 8 12AM
AI Agentic Development Framework (ZH) Zenara Health
Dec 4 12AM
Marketing + PR Sync - Strategy (ZH) Zenara Health
Sep 8 12AM
Ravi / Bryan 1:1 (IMH copy) Zenara Health
Sep 7 12AM
06:40 PM - Microsoft Teams meeting September 7 Zenara Health
Jun 12 12AM
Pravat <> IMH Interview with Bryan, Ravi (IMH copy) Zenara Health
Decisions (11)
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
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...
Apr 28, 2026
Declined offshore recruitment project for Avail Health
Ashley decided not to pursue the offshore position recruitment project for Avail Health due to capacity constraints and ...
Apr 28, 2026
Declined offshore recruitment project for Avail Health
Ashley decided not to pursue the offshore position recruitment project for Avail Health due to capacity constraints and ...
Action Items (308)
Apr 28, 2026
Install Git and Node.js on Windows machines
done · View Meeting
Apr 28, 2026
Install Claude CLI and Get Shit Done framework
done · View Meeting
Apr 28, 2026
Set up Cloudflare account and API token
open · View Meeting
Apr 28, 2026
Install Wrangler CLI for Cloudflare deployment
done · View Meeting
Apr 28, 2026
Complete to-do list application build and deployment
done · View Meeting
Apr 28, 2026
Schedule follow-up Claude Code training session
open · View Meeting
Apr 28, 2026
Play with Claude Cowork and Claude Code for 30 minutes daily
done · View Meeting
Apr 28, 2026
Reach out to Bryan via WhatsApp for quick questions
done · View Meeting
Apr 28, 2026
Evaluate computer hardware upgrades
open · View Meeting
Apr 28, 2026
Create blog writing automation project
open · View Meeting
Apr 28, 2026
Build financial dashboard with Claude Code
open · View Meeting
Apr 28, 2026
Set up Claude Desktop and create account
done · View Meeting
Apr 28, 2026
Install Whisper Flow voice transcription tool
done · View Meeting
Apr 28, 2026
Disable model training in Claude settings
open · View Meeting
Apr 28, 2026
Create Claude Cowork project for state license verification
open · View Meeting
Apr 28, 2026
Test state license verification automation
open · View Meeting
Apr 28, 2026
Create Claude Cowork project for SEO audit
open · View Meeting
Apr 28, 2026
Set up GitHub account and repository
open · View Meeting
Apr 28, 2026
Approve booking dashboard with clinic/doctor cross-reference
pending_review · View Meeting
Apr 28, 2026
Plan insurance company workflow integration
pending_review · View Meeting
Apr 28, 2026
Discuss OPM panel opportunity for Rural Health Hub
done · View Meeting
Apr 28, 2026
Establish weekly status reporting for Rural Health Hub
pending_review · View Meeting
Apr 28, 2026
Review Rural Health Hub SEO deliverables
pending_review · View Meeting
Apr 28, 2026
Approve peer reference form web conversion
pending_review · View Meeting
Apr 28, 2026
Plan video content creation for Rural Health Hub
pending_review · View Meeting
Apr 28, 2026
Review video clip editing tool for Rural Health Hub
done · View Meeting
Apr 28, 2026
Discuss Glab and Anton's readiness for increased leadership responsibility
pending_review · View Meeting
Apr 28, 2026
Meet with Glab, Anton, and Darren to finalize tech leadership structure
pending_review · View Meeting
Apr 28, 2026
Develop flexible engagement model for Interlace Health
pending_review · View Meeting
Apr 28, 2026
Get access to Salesforce for health score dashboard
pending_review · View Meeting
Apr 28, 2026
Review TCSR churn analysis and pricing impact
pending_review · View Meeting
Apr 28, 2026
Evaluate AI training and education solution for clients
pending_review · View Meeting
Apr 28, 2026
Coordinate with Interlace Health on AI infrastructure deployment
pending_review · View Meeting
Apr 28, 2026
Send transcript of security review meeting to team
pending_review · View Meeting
Apr 28, 2026
Prepare for AI meeting with Glab and Anton
pending_review · View Meeting
Apr 28, 2026
Adjust meeting times for Italy timezone
pending_review · View Meeting
Apr 28, 2026
Review and approve website rebuild plan for Astro/MDash
pending_review · View Meeting
Apr 28, 2026
Coordinate website rebuild with Nick and Justin
pending_review · View Meeting
Apr 28, 2026
Provide feedback on marketing roadmap
pending_review · View Meeting
Apr 28, 2026
Evaluate competitor landscape research
pending_review · View Meeting
Apr 28, 2026
Recommend web crawler tool for competitor monitoring
pending_review · View Meeting
Apr 28, 2026
Discuss Adam's resource allocation and computer upgrade
pending_review · View Meeting
Apr 28, 2026
Approve additional Figma/Make token spend for Ant
pending_review · View Meeting
Apr 28, 2026
Discuss Claude design capabilities with Ant
pending_review · View Meeting
Apr 28, 2026
Review Rural Health Hub SEO and content strategy
pending_review · View Meeting
Apr 28, 2026
Approve Rural Health Hub social media strategy
pending_review · View Meeting
Apr 28, 2026
Connect Rural Health Hub with potential partners
pending_review · View Meeting
Apr 28, 2026
Prepare Rural Health Hub for RHTP funding applications
pending_review · View Meeting
Apr 28, 2026
Review Rural Health Hub credentialing process
pending_review · View Meeting
Apr 28, 2026
Send cybersecurity training service one-pager and tea up to clients
done · View Meeting
Apr 28, 2026
Introduce Bryan to Edibles for ADCO advisory role
done · View Meeting
Apr 28, 2026
Check in with Insightly contact about reporting status
pending_review · View Meeting
Apr 28, 2026
Approve first Executive Office Hours member signup
pending_review · View Meeting
Apr 28, 2026
Investigate and fix coupon code error in Executive Office Hours
done · View Meeting
Apr 28, 2026
Record AR/video content for Executive Office Hours
done · View Meeting
Apr 28, 2026
Prepare Rogers and Holland proposal
pending_review · View Meeting
Apr 28, 2026
Update team bios and meet the team page
pending_review · View Meeting
Apr 28, 2026
Celebrate first Executive Office Hours member in channel
pending_review · View Meeting
Apr 28, 2026
Schedule meeting with Abe and Darren to align on roadmap
pending_review · View Meeting
Apr 28, 2026
Provide Abe with clear, time-boxed AI document requirements
pending_review · View Meeting
Apr 28, 2026
Meet with Abe to set up development environment for rapid iteration
pending_review · View Meeting
Apr 28, 2026
Coordinate in-person meeting in South Carolina or Charlotte
pending_review · View Meeting
Apr 28, 2026
Hire South Carolina-based pharmacy tech for rural health transformation
pending_review · View Meeting
Apr 28, 2026
Set up Workable job posting and LinkedIn/Indeed sponsorship
pending_review · View Meeting
Apr 28, 2026
Review and refine board materials dashboard
pending_review · View Meeting
Apr 28, 2026
Set up analytics dashboard with HubSpot and QuickBooks integration
pending_review · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: [Confirmed] AI Training
open · View Meeting
Apr 28, 2026
[SYSTEM] Meeting enrichment stuck: PM / Open Door Weekly Meeting (IH)
open · View Meeting
Apr 28, 2026
Set up Claude to generate daily LinkedIn post options
done · View Meeting
Apr 28, 2026
Develop continuous marketing campaign with AI iteration
done · View Meeting
Apr 28, 2026
Hire second AI-forward engineer
open · View Meeting
Apr 28, 2026
Prepare job description for engineer role
done · View Meeting
Apr 28, 2026
Provide Jazz HR access to Bryan for recruitment
open · View Meeting
Apr 28, 2026
Post engineer job to international boards
open · View Meeting
Apr 28, 2026
Screen and rank engineer applicants using AI
open · View Meeting
Apr 28, 2026
Conduct video interviews with top engineer candidates
open · View Meeting
Apr 28, 2026
Conduct final interviews and recommend top 3 candidates
open · View Meeting
Apr 28, 2026
Discuss compensation adjustment upon contract execution
done · View Meeting
Apr 28, 2026
Resolve Metrical account access issue
done · View Meeting
Apr 28, 2026
Ask Mark about Claude pricing and BAA requirements
done · View Meeting
Apr 28, 2026
Set up Claude team with extra usage credits enabled
done · View Meeting
Apr 28, 2026
Implement Microsoft PHI redaction tool for Claude integration
done · View Meeting
Apr 28, 2026
Set up channel-level access controls for Claude in MS 365
done · View Meeting
Apr 28, 2026
Disable Claude desktop access to sensitive files
done · View Meeting
Apr 28, 2026
Schedule Claude office hours with executive team
open · View Meeting
Apr 28, 2026
Download and test Whisper Flow transcription tool
done · View Meeting
Apr 28, 2026
Research carbon offset options for AI usage
done · View Meeting
Apr 28, 2026
Set up old Mac desktop for Claude agent work
done · View Meeting
Apr 28, 2026
Install Tailscale for remote Mac access
done · View Meeting
Apr 28, 2026
Set up Metrical account for LinkedIn automation
done · View Meeting
Apr 28, 2026
Automate daily LinkedIn connections and messaging
done · View Meeting
Apr 28, 2026
Create LinkedIn video content strategy
done · View Meeting
Apr 28, 2026
Review Fourhan's lead scraping and outreach system
pending_review · View Meeting
Apr 28, 2026
Plan lead management process for outreach system
pending_review · View Meeting
Apr 28, 2026
Ensure Dennis answers phone calls
pending_review · View Meeting
Apr 28, 2026
Review AI agent phone system setup
pending_review · View Meeting
Apr 28, 2026
Discuss payment timing with Angelique
pending_review · View Meeting
Apr 28, 2026
Speak with Nancy about her role
pending_review · View Meeting
Apr 28, 2026
Review and organize sales leads
pending_review · View Meeting
Apr 28, 2026
Implement daily stand-up calls
pending_review · View Meeting
Apr 28, 2026
Clean up end-of-day reports section
pending_review · View Meeting
Apr 28, 2026
Set up Krisp account
pending_review · View Meeting
Apr 28, 2026
Close blank SEO placeholder tasks
pending_review · View Meeting
Apr 28, 2026
Set up Claude team account
done · View Meeting
Apr 28, 2026
Review SEO tasks with Brett
pending_review · View Meeting
Apr 28, 2026
Run Ubersuggest analysis for Dyno Framing
pending_review · View Meeting
Apr 28, 2026
Clean out Bryan's tickets
pending_review · View Meeting
Apr 28, 2026
Resolve Fox Farms failed payment and domain control issue
pending_review · View Meeting
Apr 28, 2026
Verify Dennis contacted Fox Farms
pending_review · View Meeting
Apr 28, 2026
Audit client contracts and deliverables
pending_review · View Meeting
Apr 28, 2026
Get Wix login credentials
pending_review · View Meeting
Apr 28, 2026
Investigate TRB Holding Wix billing discrepancy
pending_review · View Meeting
Apr 28, 2026
Delegate Wix billing audit to Angelo
pending_review · View Meeting
Apr 28, 2026
Create monthly Wix billing summary
pending_review · View Meeting
Apr 28, 2026
Invoice TRB Holding for Wix overpayment
pending_review · View Meeting
Apr 28, 2026
Resolve Charlotte Glass Wix billing
pending_review · View Meeting
Apr 28, 2026
Call TRB Holding about domain renewal and payments
pending_review · View Meeting
Apr 28, 2026
Switch Wix subscriptions from monthly to annual
pending_review · View Meeting
Apr 28, 2026
Reassign Martin's follow-up questions to Angelique
done · View Meeting
Apr 28, 2026
Assign cramb S Monica ticket to Kelli
done · View Meeting
Apr 28, 2026
Assign Jessica tickets to Bryan
pending_review · View Meeting
Apr 28, 2026
Complete ticket for $100 client
pending_review · View Meeting
Apr 28, 2026
Coordinate with Treeantly on start date and payment
pending_review · View Meeting
Apr 28, 2026
Set up meeting with Dennis and Angelique for Friday morning
pending_review · View Meeting
Apr 28, 2026
Run extended load testing scenarios
done · View Meeting
Apr 28, 2026
Verify code review red flags are resolved
done · View Meeting
Apr 28, 2026
Request user behavior flows and testing evidence from client
done · View Meeting
Apr 28, 2026
Review Zenara vs Asana infrastructure comparison analysis
pending_review · View Meeting
Apr 28, 2026
Follow up on Neuro Coach client usage
done · View Meeting
Apr 28, 2026
Coordinate Thinkative handover testing with IP team
done · View Meeting
Apr 28, 2026
Determine office hours session count scaling
pending_review · View Meeting
Apr 28, 2026
Finalize EOH pricing and product tiers
pending_review · View Meeting
Apr 28, 2026
Prepare executive committee presentation on EOH financial model
pending_review · View Meeting
Apr 28, 2026
Schedule EOH launch planning meeting with partners
pending_review · View Meeting
Apr 28, 2026
Obtain credit card gateway integration from TechXO
pending_review · View Meeting
Apr 28, 2026
Finalize EOH terms and conditions legal approval
pending_review · View Meeting
Apr 28, 2026
Prepare initial launch cohort and promotional materials
pending_review · View Meeting
Apr 28, 2026
Track time spent on EOH development for compensation
pending_review · View Meeting
Apr 28, 2026
Wrap up AI doctor project with Robbie
done · View Meeting
Apr 28, 2026
Build out 3-year financial projection model for EOH
pending_review · View Meeting
Apr 28, 2026
Clarify TechXO management fee structure for EOH
pending_review · View Meeting
Apr 28, 2026
Determine office hours staffing model and compensation
pending_review · View Meeting
Apr 28, 2026
Define bonus pool allocation for EOH program
pending_review · View Meeting
Apr 28, 2026
Determine community manager hours scaling model
pending_review · View Meeting
Apr 28, 2026
Compile backlog information and timeline with deliverables
done · View Meeting
Apr 28, 2026
Compile financial statements for discovery
done · View Meeting
Apr 28, 2026
Fix bugs in mycustodymycustodyshield.com platform
pending_review · View Meeting
Apr 28, 2026
Provide coupon code to beta testers
pending_review · View Meeting
Apr 28, 2026
Meet with lawyer regarding contract protection
pending_review · View Meeting
Apr 28, 2026
Ping Anton about secondary brokerage table build
pending_review · View Meeting
Apr 28, 2026
Clarify secondary brokerage table naming and structure
pending_review · View Meeting
Apr 28, 2026
Schedule call with Anton regarding roster table and phone number sync
pending_review · View Meeting
Apr 28, 2026
Review multi-license information from yesterday's meeting
pending_review · View Meeting
Apr 28, 2026
Write requirements document for outbound calling feature
pending_review · View Meeting
Apr 28, 2026
Prepare team for AI/Claude code implementation
pending_review · View Meeting
Apr 28, 2026
Assess team members' understanding of AI importance
pending_review · View Meeting
Apr 28, 2026
Review Alexi's resume and conduct interview
pending_review · View Meeting
Apr 28, 2026
Finalize decision on Eugene's employment status
pending_review · View Meeting
Apr 28, 2026
Coordinate transition plan if replacing Eugene
pending_review · View Meeting
Apr 28, 2026
Complete calling feature development and testing
done · View Meeting
Apr 28, 2026
Dispute duplicate Microsoft Word charge
pending_review · View Meeting
Apr 27, 2026
Review Loop page document and provide feedback
open · View Meeting
Apr 27, 2026
Send email to Jazz about start date
open · View Meeting
Apr 27, 2026
Discuss coding test results with candidate
open · View Meeting
Apr 27, 2026
Prompt Claude for Napkin AI/Figma AI compatible prompts
open · View Meeting
Apr 27, 2026
Explore and test RAID agent framework
open · View Meeting
Apr 27, 2026
Build marketing website, business card, and email setup
open · View Meeting
Apr 27, 2026
Contact Debuck and Jazz regarding AI implementation
open · View Meeting
Apr 27, 2026
Send RAID/RAI-AIDAI documentation link to Ravi
open · View Meeting
Apr 27, 2026
Schedule in-person whiteboarding session with Ravi
open · View Meeting
Apr 27, 2026
Complete website development this week
open · View Meeting
Apr 27, 2026
Keep pressure on Ben regarding deliverables
open · View Meeting
Apr 27, 2026
Focus team on proof of concept development
open · View Meeting
Apr 27, 2026
Integrate GPT-5 into system
done · View Meeting
Apr 27, 2026
Complete proof of concept
done · View Meeting
Apr 27, 2026
Polish product and determine next steps with contracts
done · View Meeting
Apr 27, 2026
Schedule half-hour meeting to review model and negotiate raise
open · View Meeting
Apr 27, 2026
Review and comment on website copy in Word document
done · View Meeting
Apr 27, 2026
Add website copy review to website project agenda
open · View Meeting
Apr 27, 2026
Finalize website copy with AI incorporation
done · View Meeting
Apr 27, 2026
Develop social media and content engine strategy with Claude
done · View Meeting
Apr 27, 2026
Implement development status workflow in Linear
open · View Meeting
Apr 27, 2026
Build code review agent for PR validation
open · View Meeting
Apr 27, 2026
Design model-agnostic architecture for AI agents
open · View Meeting
Apr 27, 2026
Establish crawl-walk-run implementation plan
open · View Meeting
Apr 27, 2026
Integrate Linear and Claude Code for ticket workflow
open · View Meeting
Apr 27, 2026
Design coordinator agent prompt and requirements
open · View Meeting
Apr 27, 2026
Implement instant responsiveness feature in products
done · View Meeting
Apr 27, 2026
Clarify Linear account configuration with Jack
done · View Meeting
Apr 27, 2026
Introduce Abraham to AI education contact
pending_review · View Meeting
Apr 27, 2026
Grant Bryan access to ClickUp workspace
pending_review · View Meeting
Apr 27, 2026
Create executive summary documentation of project trajectory
done · View Meeting
Apr 27, 2026
Get plugged into project tracking over next two weeks
pending_review · View Meeting
Apr 27, 2026
Provide input on RFP automation workflow
done · View Meeting
Apr 27, 2026
Add speaker to podcast calendar invite
pending_review · View Meeting
Apr 27, 2026
Request podcast intro materials from speaker
pending_review · View Meeting
Apr 27, 2026
Create Executive Office Hours one-pager
pending_review · View Meeting
Apr 27, 2026
Generate Executive Office Hours coupon code
pending_review · View Meeting
Apr 27, 2026
Provide Executive Office Hours access to speaker
pending_review · View Meeting
Apr 27, 2026
Schedule fractional CTO engagement for secondary brokerage
pending_review · View Meeting
Apr 27, 2026
Follow up on Obsidian implementation results
done · View Meeting
Apr 27, 2026
Convert document to PowerPoint presentation
done · View Meeting
Apr 27, 2026
Reshape diagram to show business lens and clinical context
done · View Meeting
Apr 27, 2026
Generate diagram in Draw.io or Figma format
pending_review · View Meeting
Apr 27, 2026
Send diagram files to Abraham
pending_review · View Meeting
Apr 27, 2026
Send HIPAA compliance training invitation
done · View Meeting
Apr 27, 2026
Send AI document and internal platform for compliance tracking
done · View Meeting
Apr 27, 2026
Create self-documenting videos for engineering team
done · View Meeting
Apr 27, 2026
Establish Confluence documentation for daily work
done · View Meeting
Apr 27, 2026
Educate on Prosperity Drug integration
done · View Meeting
Apr 27, 2026
Develop three-month to six-month roadmap with Abraham
pending_review · View Meeting
Apr 27, 2026
Discuss lead generation strategy with Darren
pending_review · View Meeting
Apr 27, 2026
Test Hermes Agents for AI orchestration
done · View Meeting
Apr 27, 2026
Align on core product focus vs. one-off leads
pending_review · View Meeting
Apr 27, 2026
Structure developer assignments around three core projects
pending_review · View Meeting
Apr 27, 2026
Establish token spending bonus structure
pending_review · View Meeting
Apr 27, 2026
Follow up on South Carolina pharmacy initiative
done · View Meeting
Apr 27, 2026
Be available for due diligence calls
pending_review · View Meeting
Apr 27, 2026
Onboard Eileen and establish portfolio/project management structure
pending_review · View Meeting
Apr 27, 2026
Clean up and groom deprecated Notion/Jira content before Eileen starts
done · View Meeting
Apr 27, 2026
Discuss compliance shift and business requirements with engineering team
pending_review · View Meeting
Apr 27, 2026
Formalize business requirements process with Eileen
pending_review · View Meeting
Apr 27, 2026
Discuss software factory and documentation strategy with Brendan and Matt
pending_review · View Meeting
Apr 25, 2026
Connect with Scott Wilcos for agentic development framework tour
open · View Meeting
Apr 25, 2026
Schedule follow-up meeting on AI guardrails and productization
open · View Meeting
Apr 25, 2026
Develop minimum guardrails standard (MESG) for AI implementation
open · View Meeting
Apr 25, 2026
Implement daily security and code review checks for Vibe coding teams
open · View Meeting
Apr 25, 2026
Address Interlace Health infrastructure and permissions issues
open · View Meeting
Apr 25, 2026
Plan staffing adjustments at Interlace Health for agentic engine rollout
open · View Meeting
Apr 6, 2026
Have compensation conversation with developer
done · View Meeting
Apr 6, 2026
Explore Paper Clip AI tool for business automation
done · View Meeting
Apr 6, 2026
Provide background and expertise overview
open · View Meeting
Apr 6, 2026
Discuss timeline and budget for engagement
open · View Meeting
Apr 6, 2026
Identify first priority problem to solve
open · View Meeting
Apr 6, 2026
Test the platform
open · View Meeting
Apr 6, 2026
Tweak Paperclip configuration for production use
open · View Meeting
Apr 6, 2026
Experiment with image creation process for Wave Rider Studio
done · View Meeting
Apr 6, 2026
Get access credentials for Wave Rider Studio testing
open · View Meeting
Apr 6, 2026
Download and provide PDF documents for each Wave Rider Studio workflow box
done · View Meeting
Apr 6, 2026
Write tickets for email feature in blog automation
open · View Meeting
Apr 6, 2026
Add company name column to recurring revenue spreadsheet
open · View Meeting
Apr 6, 2026
Screenshot recurring revenue list and post to FIN Slack channel
open · View Meeting
Apr 6, 2026
Install Claude on computer
open · View Meeting
Apr 6, 2026
Restructure recurring revenue spreadsheet with Claude
open · View Meeting
Apr 6, 2026
Upload February bank statements to Lucid Finance Google Drive
open · View Meeting
Apr 6, 2026
Review Lucid Finance QuickBooks work for February
open · View Meeting
Apr 6, 2026
Create cash flow projection for next 2-3 months
open · View Meeting
Apr 6, 2026
Watch Claude Cowork tutorial videos
done · View Meeting
Apr 6, 2026
Practice Claude Cowork before tomorrow meeting
done · View Meeting
Apr 6, 2026
Spend 30 minutes on Claude Cowork training tomorrow morning
open · View Meeting
Apr 6, 2026
Verify and update payroll tab in pro forma
open · View Meeting
Apr 6, 2026
Loop in Janine to Slack conversation about Brandon Cassiano recurring invoice
open · View Meeting
Apr 6, 2026
Clarify Clay invoice status with Martin
done · View Meeting
Apr 6, 2026
Explore Claude Code remote control feature
done · View Meeting
Apr 6, 2026
Check out CMux terminal manager
done · View Meeting
Apr 6, 2026
Experiment with Claude Code for future projects
done · View Meeting
Apr 6, 2026
Document Keypleaz magic link download setup in Confluence
done · View Meeting
Apr 6, 2026
Prepare AI framework documentation and guardrails approach
done · View Meeting
Apr 6, 2026
Conduct product discovery for Rural Health Hub
open · View Meeting
Apr 6, 2026
Onboard Vic Kumar as AI developer
open · View Meeting
Apr 6, 2026
Schedule sidebar strategy discussion on AI pricing model
open · View Meeting
Apr 6, 2026
Follow up on Motion Works bid status and competition
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
Call Bryan on cell
done · View Meeting
Mar 20, 2026
Set up debit card for business filings
done · View Meeting
Mar 20, 2026
Ensure Lucid has materials to close February books
done · View Meeting
Mar 20, 2026
Complete manual spreadsheet build before automation
done · View Meeting
Mar 20, 2026
Learn state business filing process with Kelly
done · View Meeting
Mar 20, 2026
Complete North Carolina state filings
done · View Meeting
Mar 20, 2026
Complete second state filing for Next Wave Rentals
done · View Meeting
Mar 20, 2026
Restructure revenue categories on dashboard
done · View Meeting
Mar 20, 2026
Create separate projection tabs for financial forecasting
done · View Meeting
Mar 20, 2026
Build payment schedule tab for cash flow tracking
done · View Meeting
Mar 20, 2026
Update pro forma dashboard with formulas and revenue categories
done · View Meeting
Mar 20, 2026
Build pipeline/projections tab for deal tracking
done · View Meeting
Mar 20, 2026
Add total debt column to dashboard
done · View Meeting
Mar 20, 2026
Fix dashboard revenue calculations to use formulas instead of hard-coded values
done · View Meeting
Mar 20, 2026
Add monthly cost breakdown with payroll and expenses columns
done · View Meeting
Mar 19, 2026
Set up Claude code account
done · View Meeting
Mar 19, 2026
Build and deploy QR code generator to qrcode.waveservices.com
done · View Meeting
Mar 19, 2026
Download Miro board documents as PDFs for AI project planning
done · View Meeting
Mar 19, 2026
Write tickets for blog automation email feature
done · View Meeting
Mar 18, 2026
New client detected: clustr.cc -- tap to confirm
open · View Meeting
Mar 18, 2026
New client detected: troymed.com -- tap to confirm
open · View Meeting
Mar 18, 2026
New client detected: troymed.com -- tap to confirm
open · View Meeting
Mar 16, 2026
Bryan Dennstedt | 00:35
done · View Meeting
Mar 16, 2026
So they. They canceled the school today.
done · View Meeting
Mar 16, 2026
sheila | 00:34
done · View Meeting
Mar 16, 2026
Well, that that's kind.
done · View Meeting
Mar 16, 2026
sheila | 00:30
done · View Meeting
Mar 16, 2026
Bryan Dennstedt | 00:31
done · View Meeting
Mar 16, 2026
It was good. We got this like freak crazy storm coming through. It was like 75 degrees yesterday, and now it's going to be 21 degrees.
done · View Meeting
Mar 16, 2026
So, like, it's tornadoes and potential chance of snow tonight.
done · View Meeting
Mar 16, 2026
[Laughter] My goodness, a happy Monday. How's your weekend?
done · View Meeting
Mar 16, 2026
Bryan Dennstedt | 00:18
done · View Meeting
Mar 16, 2026
Don't get too many type as in the room, you know, a happy Monday.
done · View Meeting
Mar 16, 2026
sheila | 00:10
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Mar 16, 2026
Hi, good morning.
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Mar 16, 2026
Bryan Dennstedt | 00:07
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Mar 16, 2026
Who I'm moderating this AI panel and they just wanted to talk and talk.
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Mar 16, 2026
sheila | 00:01
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Mar 16, 2026
Bryan Dennstedt | 00:00
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Mar 16, 2026
New client detected: corstrata.com -- tap to confirm
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