Meetings (15)
Apr 27 12:57PM
Apr 27 10:34AM
Apr 20 10:31AM
Apr 10 10:38AM
Apr 6 12:16PM
Apr 2 3:16PM
Mar 31 7:01PM
Mar 30 9:58AM
Mar 20 2:32PM
Mar 18 7:03PM
Mar 16 4:28PM
Jan 21 12AM
Zenara Hold Zenara Health
Jan 15 12AM
AI Status Report - Interlace Health Interlace Health
Oct 21 12AM
Thinkitive Sync Up (ZH) Zenara Health
Aug 14 12AM
Decisions (22)
Apr 28, 2026
New release communication process implementation
A new release communication process is being developed that will include a calendar and more cyclical, crisp communicati...
Apr 28, 2026
Demo org update process
Cliff will be responsible for reviewing release summaries and coordinating with DevOps (Don) to update the demo org, rat...
Apr 28, 2026
Release 30 deployment timeline
Release 30 (combining releases 2075-30) will be deployed to test environments tonight and to live/production environment...
Apr 28, 2026
New two-week sprint cycle implementation
Transitioning to an updated two-week sprint cycle with 8 days of coding followed by 2 days of QA, starting after release...
Apr 28, 2026
Pricing set at $4,909
Confirmed the service pricing at $4,909, with breakdown showing costs for infrastructure, Stripe fees (3%), and staff co...
Apr 28, 2026
Office hours capacity and compensation structure
Decided that EOH will offer up to 40 office hours per month at full capacity, with partner facilitators paid $200 per of...
Apr 28, 2026
Deploy system on Cloudflare
Decided to deploy the EOH financial model system on Cloudflare using Claude code and GitHub integration for fast deploym...
Apr 28, 2026
Ashley designated as community manager
Agreed that Ashley will serve as community manager for EOH, with reimbursement for hours spent curating the platform.
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
Send foundational materials to team
Peter decided to send out foundational materials to help Katie, Michael, and the team get on the same page about previou...
Apr 28, 2026
Michael Carlson to mentor Ellie
Peter decided to have Michael Carlson mentor Ellie and work closely with her to evaluate whether she's being assigned on...
Apr 28, 2026
Provide one-pager and pitch materials for client distribution
Committed to preparing a one-pager and pitch materials for Interlace Health's cybersecurity training and assessment serv...
Apr 28, 2026
Interlace Health to develop weekly/bi-weekly cybersecurity training service
Decided to roll out a reasonably priced weekly or bi-weekly cybersecurity training service for clients to educate them o...
Apr 28, 2026
Establish referral partnership with 10% commission
Agreed to a referral partnership structure where Bryan's organization will receive 10% commission for referring clients ...
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 (106)
Apr 28, 2026
Create corrected data dump query
done · View Meeting
Apr 28, 2026
Fix admin portal to use direct database queries instead of stored procedures
done · View Meeting
Apr 28, 2026
Validate duplicate data issues with Lynette and Anton
open · View Meeting
Apr 28, 2026
Investigate Kimelin Howard duplicate records
done · View Meeting
Apr 28, 2026
Investigate Cameron Tillman duplicate license issue
done · View Meeting
Apr 28, 2026
Prevent Romar from creating test data in production
open · View Meeting
Apr 28, 2026
Purchase Dell laptop charging cable
open · View Meeting
Apr 28, 2026
Review admin portal requirements with Pam
open · View Meeting
Apr 28, 2026
Create Lucid account copy and transfer to Miro
open · View Meeting
Apr 28, 2026
Set up Miro board access for team members
open · View Meeting
Apr 28, 2026
Clean up test accounts in database
done · View Meeting
Apr 28, 2026
Investigate duplicate roster IDs in database
done · View Meeting
Apr 28, 2026
Create new roster user and roster license table structure
done · View Meeting
Apr 28, 2026
Level set with Kent on invoice payment plan
open · View Meeting
Apr 28, 2026
Send invoice summary to accounting@techo.com
open · View Meeting
Apr 28, 2026
Develop plan for Andrew's extended engagement
open · View Meeting
Apr 28, 2026
Prepare Eugene for deployment responsibilities
done · View Meeting
Apr 28, 2026
Review mobile app developer resumes from September/October
open · View Meeting
Apr 28, 2026
Interview Hassan for project manager role
open · View Meeting
Apr 28, 2026
Explore Eastern European senior software engineer options
open · View Meeting
Apr 28, 2026
Revive US-based senior software engineer search
open · View Meeting
Apr 28, 2026
Evaluate Tant Lee for front-end and backend developer placement
open · View Meeting
Apr 28, 2026
Assess Romar's current engagement and accountability
open · View Meeting
Apr 28, 2026
Explore agentic workflow engine implementation
open · View Meeting
Apr 28, 2026
Send regression testing plan and links
open · View Meeting
Apr 28, 2026
Escalate phone number registration support ticket
open · View Meeting
Apr 28, 2026
Sync up on support issues and details
open · View Meeting
Apr 28, 2026
Restore GPS flag values after release
done · View Meeting
Apr 28, 2026
Confirm identity of agent for GPS flag exclusion
open · View Meeting
Apr 28, 2026
Build and release Eugene's PRs this evening
done · View Meeting
Apr 28, 2026
Continue Century integration work
done · View Meeting
Apr 28, 2026
Investigate KP 905.5 retry upload issue
done · View Meeting
Apr 28, 2026
Work on multi-upload and multi-download tickets
done · View Meeting
Apr 28, 2026
Work on share capability feature
done · View Meeting
Apr 28, 2026
Meet with Eugene on concurrent uploads issue
open · View Meeting
Apr 28, 2026
Review Confluence document and add Miro diagram for database changes
open · View Meeting
Apr 28, 2026
Work on Azure calling unlock for QA
open · View Meeting
Apr 28, 2026
Get architectural review for file upload from Slack
open · View Meeting
Apr 28, 2026
Send invite for 11:30 AM sync meeting
open · View Meeting
Apr 28, 2026
Compile one-to-many profile requirements documentation
pending_review · View Meeting
Apr 28, 2026
Prepare updated multi-state license requirements document
pending_review · View Meeting
Apr 28, 2026
Schedule follow-up meeting for multi-state license solution
pending_review · View Meeting
Apr 28, 2026
Build brokerage editor and visibility editor in admin panel
done · View Meeting
Apr 28, 2026
Implement brokerage license validation and update process
done · View Meeting
Apr 28, 2026
Remove state licensing restriction on opportunity visibility
done · View Meeting
Apr 28, 2026
Research state license law nuances for multi-state jurisdictions
pending_review · View Meeting
Apr 28, 2026
Design multi-state license and brokerage visibility solution
pending_review · View Meeting
Apr 28, 2026
Release state dropdown fix and plan follow-up release
done · View Meeting
Apr 28, 2026
Review Jira Gantt chart plugin with Andrew
pending_review · View Meeting
Apr 28, 2026
Prepare report on closed tickets from Friday
pending_review · View Meeting
Apr 28, 2026
Add phone number field to roster table
pending_review · View Meeting
Apr 28, 2026
Verify webhook is correctly sending license data to Zoho
pending_review · View Meeting
Apr 28, 2026
Call Nancy about executive coaching and affiliate program
pending_review · View Meeting
Apr 28, 2026
Discuss staffing and development budget with Kevin
pending_review · View Meeting
Apr 27, 2026
Reach out to key community for developer support
open · View Meeting
Apr 27, 2026
Post developer support link on LinkedIn
open · View Meeting
Apr 27, 2026
Hire external developer consultant for code review
open · View Meeting
Apr 27, 2026
Contact DSI company developer for consulting hours
open · View Meeting
Apr 27, 2026
Schedule developer consultation for tomorrow at 11am or Monday
open · View Meeting
Apr 27, 2026
Confirm availability with Ahhim for developer consultation
open · View Meeting
Apr 27, 2026
Set up Cloudflare DNS configuration
done · View Meeting
Apr 27, 2026
Complete file upload functionality
done · View Meeting
Apr 27, 2026
Establish deployment approval process
open · View Meeting
Apr 27, 2026
Clarify Scott's technical approach and capabilities
open · View Meeting
Apr 27, 2026
Understand Scott's work during next update
open · View Meeting
Apr 27, 2026
Prepare video and status update for tomorrow
open · View Meeting
Apr 27, 2026
Schedule QA meeting with Tavoris for Friday
open · View Meeting
Apr 27, 2026
Decide on development engine approach for orchestration
open · View Meeting
Apr 27, 2026
Plan work division with Andrew for development engine
open · View Meeting
Apr 27, 2026
Demonstrate AI-driven development working end-to-end
done · View Meeting
Apr 27, 2026
Evaluate project management tools (ClickUp, Linear, Jira)
done · View Meeting
Apr 27, 2026
Provide wind-down buffer for Brooks
done · View Meeting
Apr 27, 2026
Hire Brooks replacement resource
done · View Meeting
Apr 27, 2026
Follow up with Bubblewise if no contact by Thursday
done · View Meeting
Apr 27, 2026
Provide weekly bullet points for Regalcredit meeting
done · View Meeting
Apr 27, 2026
Call Regalcredit Anthony tomorrow at 6 pm
pending_review · View Meeting
Apr 27, 2026
Conduct one-on-one interviews this week
done · View Meeting
Apr 27, 2026
Send Rogers and Holins agreement for signature
pending_review · View Meeting
Apr 10, 2026
Investigate roster table migration scope
pending_review · View Meeting
Apr 6, 2026
Clarify Ashley's time card entries for training
open · View Meeting
Apr 6, 2026
Invite Ashley to P&T meeting
open · View Meeting
Apr 6, 2026
Explore Ashley helping organize fall partner meeting
open · View Meeting
Apr 6, 2026
Request permission from wife to work weekend on Troymed project
done · View Meeting
Apr 6, 2026
Contact Jay Clemens about Troymed project budget
open · View Meeting
Apr 6, 2026
Check Handler Associates for available video coder
open · View Meeting
Apr 6, 2026
Contact current client about hiring their vibe coder
open · 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
Align with Dawnn on AI workflow implementation strategy
open · View Meeting
Apr 6, 2026
Present AI workflow point system changes to Peter for approval
done · View Meeting
Apr 6, 2026
Schedule daily check-in meetings between Peter and Chris
open · View Meeting
Mar 18, 2026
New client detected: advocatehealth.org -- tap to confirm
open · View Meeting
Mar 16, 2026
Prepare proposal for Bubblewise real estate pricing app
done · View Meeting
Mar 16, 2026
Create process visualization diagram for stakeholders
done · View Meeting
Mar 16, 2026
Build QA automation pipeline with Playwright
done · View Meeting
Mar 16, 2026
Set up automated deployment pipeline
done · View Meeting
Mar 16, 2026
Explore Jira API/MCP integration for story point automation
done · View Meeting
Mar 16, 2026
Become expert in GSD framework and train team
done · View Meeting
Mar 16, 2026
Train Marion on Figma Make for rapid UX design
done · View Meeting
Mar 16, 2026
Build AI-powered story point estimation system
done · View Meeting
Mar 16, 2026
Consult with Brooks on Spec kit implementation
done · View Meeting
Mar 16, 2026
Evaluate Spec kit for transcript-to-stories automation
done · View Meeting