Meetings (9)
Apr 27 7:03PM
Weekly Sync: Abraham + Bryan SiteLabs
Apr 19 11AM
Apr 8 8:29PM
Apr 3 12:53PM
Mar 31 2:32PM
Mar 23 3:33PM
TechCXO/Tandem Beintandem
Oct 16 12AM
Marketing + PR Sync - Strategy (ZH) Zenara Health
Jul 11 12AM
AI Team Weekly Demo Meeting (IMH copy) Zenara Health
May 2 12AM
IMH Weekly L10 Meeting (IMH copy) Zenara Health
Decisions (9)
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...
Action Items (50)
Apr 28, 2026
Fix proposal formatting (font sizes and alignment)
open · View Meeting
Apr 28, 2026
Send proposal for signature
open · View Meeting
Apr 28, 2026
Record Claude Code vibe session and share with David
open · View Meeting
Apr 28, 2026
Schedule one-hour AI/Claude Code strategy session with David
open · View Meeting
Apr 28, 2026
Coordinate with Scott on AI framework training
done · View Meeting
Apr 28, 2026
Clarify project scope with Terry regarding beta ramp project
done · View Meeting
Apr 28, 2026
Troubleshoot printer offline issue
pending_review · View Meeting
Apr 28, 2026
Communicate Claude reimbursement policy to team members
pending_review · View Meeting
Apr 28, 2026
Export Azure tickets from DevOps
pending_review · View Meeting
Apr 28, 2026
Email exported Jira and Azure tickets to Pam
pending_review · View Meeting
Apr 28, 2026
Set up keypleaseconnect.com domain with Cloudflare DNS
pending_review · View Meeting
Apr 28, 2026
Notify Nick about Cloudflare invitation and email domain setup
pending_review · View Meeting
Apr 28, 2026
Discuss Anthropic account setup with Bryan
pending_review · View Meeting
Apr 27, 2026
Implement V1 patient portal design
done · View Meeting
Apr 27, 2026
Enroll 50 patients in eCare MD through Intuitive Psychiatry
done · View Meeting
Apr 27, 2026
Implement development team velocity tracking in GIR board
open · View Meeting
Apr 27, 2026
Review FD research comprehensive report
done · View Meeting
Apr 27, 2026
Create condensed version of FD research using ChatGPT
open · View Meeting
Apr 27, 2026
Create action plan for product development with INKV
open · View Meeting
Apr 27, 2026
Meet with Brian and Ed on swim lanes
open · View Meeting
Apr 27, 2026
Define development team velocity metrics and goals
open · View Meeting
Apr 27, 2026
Call Kathleen McDavid to confirm meeting details
open · View Meeting
Apr 27, 2026
Get publicist contact information from Sari
open · View Meeting
Apr 27, 2026
Check conference access for Mary's free month
open · View Meeting
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 8, 2026
Launch MyCustodyShield.com go-to-market campaign
pending_review · View Meeting
Apr 8, 2026
Transition Martin to new ventures support
pending_review · View Meeting
Apr 8, 2026
Restructure Next Wave for cash flow positivity
pending_review · View Meeting
Apr 6, 2026
Set up Paperclip for Tandem company
done · View Meeting
Apr 6, 2026
Define Tandem goals in Paperclip dashboard
done · View Meeting
Apr 6, 2026
Configure Claude Cowork to sync HubSpot contacts to deal pipeline
done · View Meeting
Apr 6, 2026
Create AI portfolio case study with cousin Vron
done · View Meeting