Meetings (7)
Apr 3 12:53PM
Mar 20 12:15PM
Mar 18 7:03PM
Mar 17 12:39PM
Mar 16 9PM
Mar 10 12AM
Interlace Health Discussion BD, JT, GS Interlace Health
Oct 21 12AM
Thinkitive Sync Up (ZH) Zenara Health
Decisions (42)
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
Brendan to set up Claude Cowork headless on personal machine
Brendan decided to set up Claude Cowork running headless on a personal machine this weekend as a tool for testing and le...
Apr 28, 2026
Brendan to experiment with Claude Cowork this weekend
Brendan agreed to spend time experimenting with Claude Cowork over the weekend to learn how it works so he can teach oth...
Apr 28, 2026
Refine Plan of Care implementation
Decided to refine the Plan of Care feature before it moves further down the process, addressing gaps in detail and clari...
Apr 28, 2026
Proceed with AI chat integration feature
Agreed to move forward with Fernando's AI demo that integrates a chat library into the product, enabling interactive cha...
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
Eileen's First Day Schedule on May 4th
Decided that Eileen will start on May 4th with meetings scheduled at 8:30 AM Pacific (with Bryan), followed by sales and...
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...
Apr 28, 2026
Brendan's Mentorship and Observation Approach
Agreed that Brendan will observe and attend meetings with Bryan to learn the CTO role without steering decisions, positi...
Apr 28, 2026
Bryan's Stand-up Attendance Commitment
Committed to attending Monday, Tuesday, and Friday daily stand-ups, with Monday being the priority meeting for dev and p...
Apr 28, 2026
Production Deployment Timeline
Agreed to deploy production by Monday (one week from meeting date) without domain wiring, allowing for testing and valid...
Apr 28, 2026
Bryan's CTO Role as Temporary Fundraising Support
Decided that Bryan will temporarily assume CTO title to support Amantha's fundraising efforts, with the explicit goal of...
Apr 28, 2026
Grooming Bryan for CTO role
Bryan decided to set the tone and direction to help someone (likely Brendan or another team member) become CTO in six to...
Apr 28, 2026
Proposal needs revision before sending
Bryan and Speaker 2 decided they cannot send out the proposal today and need to talk with David first to clarify the $28...
Apr 28, 2026
Jason transitioning to full-time operations role
Jason, a current advisor, will transition to a full-time operations role starting May 4th, with full onboarding completi...
Apr 28, 2026
Plan to hire additional customer success staff
Decision made to hire an additional customer success team member after leadership returns from travel to help alleviate ...
Apr 28, 2026
Plan to hire Lubna's replacement in engineering
Decision to hire another engineer (Lubna number two) to allow Lubna to transition into her engineering role at the compa...
Apr 28, 2026
Joseph transitioning to full-time customer success role
Joseph will transition from half-time to full-time starting June 1st, focusing on customer success and activation proces...
Apr 28, 2026
Future hiring plan approved
Approved plan to hire additional customer success staff to alleviate workload for Manny, followed by hiring a second eng...
Apr 28, 2026
Jason transitioning to full-time operations role
Jason, a current advisor, will transition to a full-time operations role starting May 4th with full onboarding completio...
Apr 28, 2026
New sales development rep hire approved
Approved hiring of a new sales development rep (Katie's sister) to set appointments for Katie, starting May 11th after h...
Apr 28, 2026
New product hire approved
Approved hiring of Blue and Eileen as new hires on base UPS products, starting next Monday with onboarding before the al...
Apr 28, 2026
Joseph transitioning to full-time customer success role
Joseph will transition from half-time to full-time starting June 1st, focusing on customer success and activation proces...
Action Items (47)
Apr 28, 2026
Fix proposal formatting (font sizes and alignment)
open · View Meeting
Apr 28, 2026
Send proposal for signature
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Apr 28, 2026
Record Claude Code vibe session and share with David
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Apr 28, 2026
Schedule one-hour AI/Claude Code strategy session with David
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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 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
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Apr 27, 2026
Clarify Scott's technical approach and capabilities
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Apr 27, 2026
Understand Scott's work during next update
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Apr 27, 2026
Review and respond to AI terms and agreement document
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Apr 27, 2026
Get clarity from Peter on issue scope and overlap with prior work
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Apr 27, 2026
Celebrate and document Peter's COO impact for Tech 60 case study
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Apr 6, 2026
Clarify Ashley's time card entries for training
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Apr 6, 2026
Invite Ashley to P&T meeting
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Apr 6, 2026
Explore Ashley helping organize fall partner meeting
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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
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Apr 6, 2026
Check Handler Associates for available video coder
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Apr 6, 2026
Contact current client about hiring their vibe coder
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Apr 6, 2026
Review share button implementations in mobile apps
done · View Meeting
Apr 6, 2026
Research and demonstrate file sharing UI options
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Apr 6, 2026
Schedule Monday requirements meeting with Scott
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Apr 6, 2026
Send email with app sharing examples
done · View Meeting
Apr 6, 2026
Run script for inactive accounts master brokerage updates
done · View Meeting
Apr 6, 2026
Create script for custom addresses using Google API
done · View Meeting
Apr 6, 2026
Review file upload testing comments and videos
done · View Meeting
Apr 6, 2026
Investigate iOS upload crash issue
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Mar 20, 2026
Complete file upload requirements session with Scott
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Mar 20, 2026
Review competitor apps for download UX patterns
done · View Meeting
Mar 18, 2026
New client detected: advocatehealth.org -- tap to confirm
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Mar 17, 2026
Create ticket for backend testing improvements and assign to Scott
done · View Meeting
Mar 17, 2026
Discuss backend testing transition and Scott's reduced availability
done · View Meeting
Mar 16, 2026
Watch Chris Foss MasterClass negotiation videos
done · View Meeting
Mar 16, 2026
Attend offsite and participate in daily standups
done · View Meeting
Mar 16, 2026
Schedule session with Amantha on Claude Code
done · View Meeting
Mar 16, 2026
Schedule Friday prep meeting with Brendan
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Mar 16, 2026
Build Slack bot for medication transfer requests
done · View Meeting
Mar 16, 2026
Complete AI migration to parity by end of month
done · View Meeting
Mar 16, 2026
Conduct final culture vibe check interviews with designer candidates
done · View Meeting
Mar 16, 2026
Finalize job description for next engineer hire
done · View Meeting
Mar 16, 2026
Prepare SDLC, roadmap, and org chart visuals
done · View Meeting
Mar 16, 2026
Record hiring video for project manager position
done · View Meeting
Mar 16, 2026
Prepare architectural diagrams and demo for Friday meeting
done · View Meeting
Mar 16, 2026
Prepare for tech session presentation
done · View Meeting
Mar 16, 2026
New client detected: rx-post.com -- tap to confirm
open · View Meeting