Meetings (9)
Apr 20 9:42AM
Apr 19 12:30PM
Apr 17 8:32PM
Apr 17 5PM
Apr 3 12:53PM
Mar 24 6:32PM
Mar 6 12AM
Ravi + Bryan Zenara Health
Dec 8 12AM
AI Agentic Development Framework (ZH) Zenara Health
Sep 3 12AM
Dev/Product Mapping Discussion (IH) Interlace Health
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 (89)
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
Notify Emma and Christina of hiring decision
pending_review · View Meeting
Apr 28, 2026
Create 90-day plan for Eileen's role
pending_review · View Meeting
Apr 28, 2026
Meet with Amanda about company vision and priorities
pending_review · View Meeting
Apr 28, 2026
Establish HR policies and whistleblower procedures
pending_review · View Meeting
Apr 28, 2026
Review RxPost employee handbook in TriNet
done · View Meeting
Apr 28, 2026
Assign Lubna to learn Git and JavaScript fundamentals via Claude
done · View Meeting
Apr 28, 2026
Assign Lubna HubSpot and Intercom API integration task
done · View Meeting
Apr 28, 2026
Sign up for Dwala push-to-card early access
pending_review · View Meeting
Apr 28, 2026
Implement payment escrow system
done · View Meeting
Apr 28, 2026
Implement gamification/rating system
done · View Meeting
Apr 28, 2026
Plan gamification loyalty program vision
done · View Meeting
Apr 28, 2026
Document feature requests in Notion
pending_review · View Meeting
Apr 28, 2026
Set up second brain knowledge management system
done · View Meeting
Apr 28, 2026
Set up headless AI box for second brain
done · View Meeting
Apr 28, 2026
Plan vision building session for June
pending_review · View Meeting
Apr 28, 2026
Brief Eileen on Gilead deployment lessons learned
done · View Meeting
Apr 28, 2026
Identify quick wins from product roadmap for May
pending_review · View Meeting
Apr 28, 2026
Complete AWS migration by May 1st
done · View Meeting
Apr 28, 2026
Consider hiring Emma as business analyst
pending_review · View Meeting
Apr 28, 2026
Discuss counteroffer tools implementation
done · View Meeting
Apr 28, 2026
Experiment with Claude Cowork this weekend
done · View Meeting
Apr 28, 2026
Set up Claude Code office hours monthly
pending_review · View Meeting
Apr 28, 2026
Limit one-on-one mentoring to 8 hours per month
pending_review · View Meeting
Apr 28, 2026
Contact Eileen about offer and onboarding
pending_review · View Meeting
Apr 28, 2026
Prepare offer letter for Eileen using TriNet
pending_review · 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
Schedule meeting with Angelique and Dennis for onboarding process review
pending_review · View Meeting
Apr 28, 2026
Test website scraping tool with sample data
pending_review · View Meeting
Apr 28, 2026
Review and edit blog automation document
pending_review · View Meeting
Apr 28, 2026
Adjust recurring invoice for Regalcredit (Care Blackwell)
pending_review · View Meeting
Apr 28, 2026
Adjust manual invoices for Regalcredit
pending_review · View Meeting
Apr 28, 2026
Follow up on Cloudflare DNS access for Veterans Bridge website
pending_review · View Meeting
Apr 28, 2026
Create website maintenance contract for Plantbasedsupport
pending_review · View Meeting
Apr 28, 2026
Clarify Plantbasedsupport contract terms with Jessica
pending_review · View Meeting
Apr 28, 2026
Collect final payment from Michael Bray
pending_review · View Meeting
Apr 28, 2026
Schedule kickoff meeting with Mark Wilkins
pending_review · View Meeting
Apr 28, 2026
Cancel Executive Office Hours project
pending_review · View Meeting
Apr 28, 2026
Process hosting payment for multiple clients
pending_review · View Meeting
Apr 28, 2026
Switch Buck Ideas hosting to monthly billing
pending_review · View Meeting
Apr 28, 2026
Switch all hosting accounts to annual billing
pending_review · View Meeting
Apr 28, 2026
Contact clients about website maintenance plans
pending_review · View Meeting
Apr 28, 2026
Clarify hosting payment responsibility with Angelo and Brian
pending_review · View Meeting
Apr 28, 2026
Verify Farhan is working 40 hours per week
pending_review · View Meeting
Apr 27, 2026
Define development bets and roadmap priorities
open · View Meeting
Apr 27, 2026
Validate Claude code audit findings and implications
done · View Meeting
Apr 27, 2026
Prioritize first customer onboarding
open · View Meeting
Apr 27, 2026
Prepare for Charm conference presentation
open · 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
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Apr 27, 2026
Design coordinator agent prompt and requirements
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Apr 27, 2026
Set up virtual machine this weekend
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Apr 27, 2026
Create video guide for VM API key setup
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Apr 27, 2026
Cancel next Friday meeting
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Apr 27, 2026
Remove Monday 11:30 office hours from calendar
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Apr 27, 2026
Remove March 20th office hours from calendar
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Apr 27, 2026
Confirm office hours on Wednesday March 11th
done · View Meeting
Apr 27, 2026
Evaluate Diff vs Claude bot for AI workflows
open · View Meeting
Apr 27, 2026
Create backup snapshot and clone to other tenant
open · View Meeting
Apr 27, 2026
Prepare office hours agenda from Wednesday discussion
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Apr 19, 2026
Review papa.com as nonprofit model reference
pending_review · View Meeting
Apr 19, 2026
Review KR Yaa as elder care platform reference
pending_review · View Meeting
Apr 19, 2026
Update and index communitygrandkids.org website
pending_review · View Meeting
Apr 19, 2026
Evaluate MVP platform options for Community Grandkids
pending_review · View Meeting
Apr 19, 2026
Set up nonprofit fundraising framework for Community Grandkids
pending_review · View Meeting
Apr 19, 2026
Review Papa and KR Yaa as benchmarks for Community Grandkids
pending_review · View Meeting
Apr 19, 2026
Optimize Community Grandkids website for search engine indexing
pending_review · View Meeting
Mar 24, 2026
Share vendor quotes with Bryan
open · View Meeting