Meetings (15)
Apr 24 7:31PM
Apr 17 8:01PM
Apr 17 7:36PM
Apr 17 6PM
Apr 15 8PM
Apr 15 1:31PM
Apr 14 2:29PM
Apr 2 5:02PM
Mar 23 4:33PM
Mar 19 8:08PM
Mar 16 4:28PM
Jan 15 12AM
AI Status Report - Interlace Health Interlace Health
Jan 12 12AM
AI Agent Build Out Zenara Health
Jul 14 12AM
Interlace Health Weekly Meeting (IH) Interlace Health
Jun 5 12AM
Interlace Health Discussion 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 (149)
Apr 28, 2026
Share Phoenix Project reference with team
done · View Meeting
Apr 28, 2026
Explore AI self-monitoring and patient data integration concept
done · View Meeting
Apr 28, 2026
Discuss QA bottleneck resolution strategy at open door meeting
done · View Meeting
Apr 28, 2026
Lead QA assessment and unsticking effort
open · View Meeting
Apr 28, 2026
Get permission and coordinate QA intervention with leadership
done · View Meeting
Apr 28, 2026
Schedule daily QA standup meetings with Chris and Tavoris
open · View Meeting
Apr 28, 2026
Block calendar time for QA work Monday-Wednesday
open · View Meeting
Apr 28, 2026
Identify QA resources from Techi X or internal team
open · View Meeting
Apr 28, 2026
Develop product board estimation framework for AI vs human work
open · View Meeting
Apr 28, 2026
Share product board estimation comments with Katie
open · View Meeting
Apr 28, 2026
Coordinate open door strategy reset planning
open · View Meeting
Apr 28, 2026
Prepare for open door meeting this afternoon
open · View Meeting
Apr 28, 2026
Guide Dawn on director vs manager role transition
open · View Meeting
Apr 28, 2026
Implement three-parallel-sprint process for dev/QA/planning
open · View Meeting
Apr 28, 2026
Establish dedicated squads for roadmap initiatives
done · View Meeting
Apr 28, 2026
Create KPI dashboard updates for Cody integration
done · View Meeting
Apr 28, 2026
Ensure Michael Carlson has proper refinement process with dev teams
open · View Meeting
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
pending_review · View Meeting
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
pending_review · View Meeting
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
pending_review · View Meeting
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
pending_review · View Meeting
Apr 28, 2026
Establish weekly 15-minute sync with Kelly, Lauren, and Bryan
pending_review · View Meeting
Apr 28, 2026
Create three-way text group with Bryan for quick questions
pending_review · View Meeting
Apr 28, 2026
Decide on Indian team QA reassignment or termination
pending_review · 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
Sync with Brooks between now and Saturday
open · View Meeting
Apr 27, 2026
Provide input to Brooks on product and strategy
open · View Meeting
Apr 27, 2026
Ping Meredith about Brooks email and system setup
open · View Meeting
Apr 27, 2026
Schedule call with Peter and Brooks after he gets going
open · View Meeting
Apr 27, 2026
Share Kristen's go-to-market plan and documents
open · View Meeting
Apr 27, 2026
Address partnership call process and preparation issues
open · View Meeting
Apr 27, 2026
Prepare slides for Wednesday all-company meeting
open · View Meeting
Apr 27, 2026
Confirm contractor inclusion in Wednesday meeting
open · View Meeting
Apr 27, 2026
Add FAST reminder to Wednesday presentation
open · View Meeting
Apr 27, 2026
Finalize org chart for potential Wednesday presentation
open · View Meeting
Apr 27, 2026
Clarify contractor status and inclusion strategy
open · View Meeting
Apr 27, 2026
Adjust invoices with Techcxo and push back on Ravi
open · View Meeting
Apr 27, 2026
Review orchestration project documentation
open · View Meeting
Apr 27, 2026
Meet with James to discuss CTO role and SDLC improvements
pending_review · View Meeting
Apr 27, 2026
Write proposal for BQuest restructuring
pending_review · View Meeting
Apr 27, 2026
Attend BQuest daily standup Wednesday at 09:30 ET
pending_review · View Meeting
Apr 27, 2026
Attend BQuest daily standup Friday at 09:30 ET
pending_review · View Meeting
Apr 27, 2026
Attend BQuest refinement and maintenance planning Friday 09:00-10:00 ET
pending_review · View Meeting
Apr 27, 2026
Cancel or reschedule weekly team meeting this week
pending_review · View Meeting
Apr 27, 2026
Add Bryan to ProductBoard for BQuest project tracking
done · View Meeting
Apr 27, 2026
Inquire about Daniel and new developer rates for BQuest
pending_review · View Meeting
Apr 27, 2026
Show Cody findings to stakeholder
pending_review · View Meeting
Apr 27, 2026
Get AI library name from Fernando
pending_review · View Meeting
Apr 27, 2026
Verify Claude account BA signature status
pending_review · View Meeting
Apr 27, 2026
Get budget approval for in-person meeting on the 18th
pending_review · View Meeting
Apr 27, 2026
Reframe Open Door strategy with Peter
pending_review · View Meeting
Apr 27, 2026
Convert Thursday Open Door meetings to requirements planning sessions
pending_review · View Meeting
Apr 27, 2026
Finalize Nova Junior naming convention
pending_review · View Meeting
Apr 27, 2026
Document Nova Junior product requirements
pending_review · View Meeting
Apr 27, 2026
Identify marketplace strategy and prioritization
pending_review · View Meeting
Apr 27, 2026
Plan Nova Junior marketing and positioning
pending_review · View Meeting
Apr 27, 2026
Complete plan of care workflow with Cody
done · View Meeting
Apr 27, 2026
Expand Cody usage across development team
done · View Meeting
Apr 27, 2026
Send AI progress update to leadership
pending_review · View Meeting
Apr 27, 2026
Monitor Tavors performance and leadership
pending_review · View Meeting
Apr 27, 2026
Schedule product management session with Brooks
pending_review · View Meeting
Apr 27, 2026
Establish November 1st launch target for Nova Junior
pending_review · View Meeting
Apr 27, 2026
Schedule follow-up meeting for May 4th
pending_review · View Meeting
Apr 27, 2026
Provide equity structure details and Andrew's rate estimate
pending_review · View Meeting
Apr 27, 2026
Share severance document template
pending_review · View Meeting
Apr 27, 2026
Schedule transition meeting with James
pending_review · View Meeting
Apr 27, 2026
Prepare James transition language and severance terms
pending_review · View Meeting
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
pending_review · View Meeting
Apr 27, 2026
Provide Daniel with Anthropic API key and credits
pending_review · View Meeting
Apr 27, 2026
Share Executive Office Hours feature examples with Daniel
pending_review · View Meeting
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
pending_review · View Meeting
Apr 27, 2026
Verify Bryan's invoice accuracy
pending_review · View Meeting
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
pending_review · View Meeting
Apr 27, 2026
Prepare severance document for James
pending_review · View Meeting
Apr 27, 2026
Conduct James transition conversation
pending_review · View Meeting
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
pending_review · View Meeting
Apr 27, 2026
Conduct vibe coding training with Daniel
pending_review · View Meeting
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 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 17, 2026
New client detected: thebquest.com -- tap to confirm
open · View Meeting
Apr 15, 2026
Attend Friday call with Indian development team
pending_review · View Meeting
Apr 6, 2026
Set up virtual machine for AI persona
done · View Meeting
Apr 6, 2026
Create profile picture for Cody AI persona
done · View Meeting
Apr 6, 2026
Review new PRD write-up for Planet Care
done · View Meeting
Apr 6, 2026
Determine additional fields needed for Product Board dev mapping tool
open · View Meeting
Apr 6, 2026
Configure auto-total for points field in Product Board
done · View Meeting
Mar 19, 2026
New client detected: interlacehealth.com -- 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