Meetings (9)
Apr 24 7:31PM
Apr 17 8:01PM
Apr 15 8PM
Apr 15 1:31PM
Apr 7 2:36PM
Apr 6 1PM
Mar 30 4PM
Mar 23 4:01PM
May 15 12AM
IMH AI Integration Engineer Interview (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 (90)
Apr 28, 2026
Schedule meeting with Elise for business/sales overview
open · View Meeting
Apr 28, 2026
Connect Bryan with Daniel for dev team discussion
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Apr 28, 2026
Arrange meeting with offshore team contact (First Rate)
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Apr 28, 2026
Grant Bryan access to ProductBoard roadmap
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Apr 28, 2026
Add Bryan to Vaanta SOC 2 compliance tool
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Apr 28, 2026
Create app login credentials for Bryan
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Apr 28, 2026
Discuss GitHub code commit practices with Daniel
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Apr 28, 2026
Schedule follow-up meeting with James for March 13th
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Apr 28, 2026
Review Vaanta SOC 2 compliance status and strategy
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Apr 28, 2026
Clarify GitHub Claude/Copilot commits and code review process
done · View Meeting
Apr 28, 2026
Assess offshore team (First Rate) burn rate and timeline
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Apr 28, 2026
Evaluate product readiness for enterprise clients
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Apr 28, 2026
Digest stakeholder meetings and prepare preliminary assessment
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Apr 28, 2026
Investigate engagement trend showing zero values in analytics
done · View Meeting
Apr 28, 2026
Complete Phase 1 infrastructure cleanup for Strappy
done · View Meeting
Apr 28, 2026
Plan detailed Phase 2 infrastructure audit for legacy systems
done · View Meeting
Apr 28, 2026
Address Bastion security vulnerability and database access method
done · View Meeting
Apr 28, 2026
Mark testing accounts in analytics for BQuest internal filtering
done · View Meeting
Apr 28, 2026
Follow up on First Rate PR completion
done · View Meeting
Apr 28, 2026
Confirm India team standup meeting status
done · View Meeting
Apr 28, 2026
Request India team standup meeting series invitation
pending_review · View Meeting
Apr 28, 2026
Complete tech status report for Kelly and Lauren
pending_review · View Meeting
Apr 28, 2026
Make decision on Daniel's brother as junior developer coverage
pending_review · View Meeting
Apr 28, 2026
Decide on Indian development team continuation
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Apr 28, 2026
Evaluate James's role and performance fit
pending_review · View Meeting
Apr 28, 2026
Reallocate $8k monthly budget from James to development team
pending_review · View Meeting
Apr 28, 2026
Establish structured product owner sessions with development team
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Apr 28, 2026
Define detailed onboarding requirements for platform
pending_review · View Meeting
Apr 28, 2026
Schedule follow-up session with Bryan on product strategy
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Apr 28, 2026
Research Dexit partnership opportunity
done · View Meeting
Apr 28, 2026
Share GSD (Get Shit Done) framework documentation
pending_review · View Meeting
Apr 28, 2026
Provide detailed org chart and role recommendations in report
pending_review · View Meeting
Apr 28, 2026
Attend Friday sprint planning meeting weekly
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Apr 28, 2026
Establish weekly 15-minute sync with Kelly, Lauren, and Bryan
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Apr 28, 2026
Create three-way text group with Bryan for quick questions
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Apr 28, 2026
Decide on Indian team QA reassignment or termination
pending_review · View Meeting
Apr 27, 2026
Create contingency plan for Daniel's parental leave
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Apr 27, 2026
Document QA and testing process improvements
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Apr 27, 2026
Follow up with Daniel on additional questions
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Apr 27, 2026
Clarify requirements communication with product team
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Apr 27, 2026
Schedule follow-up meeting for May 4th
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Apr 27, 2026
Provide equity structure details and Andrew's rate estimate
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Apr 27, 2026
Share severance document template
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Apr 27, 2026
Schedule transition meeting with James
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Apr 27, 2026
Prepare James transition language and severance terms
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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
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Apr 27, 2026
Provide Daniel with Anthropic API key and credits
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Apr 27, 2026
Share Executive Office Hours feature examples with Daniel
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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
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Apr 27, 2026
Verify Bryan's invoice accuracy
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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
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Apr 27, 2026
Prepare severance document for James
pending_review · View Meeting
Apr 27, 2026
Conduct James transition conversation
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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
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Apr 27, 2026
Conduct vibe coding training with Daniel
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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
Apr 15, 2026
Attend Friday call with Indian development team
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Apr 6, 2026
Schedule meeting with Daniel
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Apr 6, 2026
Identify other team members to interview
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Apr 6, 2026
Prepare recommendation report for Kelly and Lauren
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Mar 23, 2026
Develop infosec strategy for investor deck
done · View Meeting
Mar 23, 2026
Evaluate and plan QESI AI QA tool integration
done · View Meeting
Mar 23, 2026
Align investor narrative and prepare diligence materials with James
done · View Meeting