| Title | Agent | Date | Output Type | Artifact | Disposition | Christi's Edits | Christi's Reason | Lesson Captured | Promoted to Learning | Promoted Learning Link | Source Task | Source Queue Item | Client | Notes | Todayƒ | Last 7 Daysƒ | Pending Reviewƒ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bestie #2 / AF + SCHARP budget time split 8:00-8:46 / 2026-07-20 | B.E.S.T.I.E. #2 | Jul 20, 2026 | Per Christi: 8:00-8:46 AM PDT split in two for budget work. CW ticket #960568 (AF 20087, agreement 449) time entry #879749 8:00-8:23. CW ticket #960569 (SCHARP 20732, agreement 470 Interim Managed IT) time entry #879750 8:23-8:46. Both board 80, CIO workRole 14, DoNotBill, 23 min each (odd minutes rule), tickets Completed. | — | — | — | · | — | — | — | Ability FirstSCHARP | — | — | — | — | ||
| Trellix / Absolute / AppRiver / CybeReady — Christi decisions captured | B.E.S.T.I.E. #2 | May 5, 2026 | Updates to SCHARP KB rows + Agent Queue based on Christi's verbal decisions: Trellix removal already in progress (queue resolved); Absolute confirmed lapsed 4/13 (queue resolved); AppRiver M2M confirmed (queue acknowledged, kept open for M365 migration timing); CybeReady mystery solved via Lorenzo mailbox finding (renewed Dec 2025/Jan 2026 by Lorenzo; queue answered). | — | — | — | · | — | — | — | SCHARP | — | — | — | — | ||
| April - Focus blocks placed for week of 7/20-7/24 | April | Jul 20, 2026 | Created 7 solo focus blocks on Crimson Outlook calendar via Outlook COM for the week of 7/20-7/24. Mon: SCHARP Vendor Audit/RMM (1:00-2:30), HIPAA Policies/MFA (2:45-3:45). Wed: MFA Rollout/Ticket Review (1:00-2:15). Thu: AF HIPAA Audit/Security Hardening (10:00-11:15). Fri: SCHARP Deep Work (9:00-10:30), AF Offboarding/License Opt (10:45-12:00), Admin/Week Wrap (3:00-4:30). Tue skipped (already had 2hr focus block). All categorized 'Block', Busy, no attendees/invites. ~8h15m new protected time. | — | — | — | · | — | — | — | Crimson IT | Respected all cadence rules: no pre-9am, lunch clear, Tue/Thu drive (3-4pm) and AF training (1-2pm) untouched, EOD Wraps (Mon/Wed 4:00, Tue/Thu 5:00 temp override) left clear, no Wednesday client-meeting stacking. Blocks named from SCHARP-Tasks.md and AF priorities. Note: CLAUDE.md trap-table example rec recelwOwNltwGLkYR is actually Jerry, not April; April = recaTfpA2gEnpWY6b. | — | — | — | ||
| Bestie #2 / AF ComDirect circuit doc time entry / 2026-07-20 | B.E.S.T.I.E. #2 | Jul 20, 2026 | CW ticket #960567 (board 80, AF 20087): AF - Circuit Documentation Update - ComDirect Backup Option All Sites. Time entry #879744, 47 min (8:46-9:33 AM PDT), workRole CIO 14, workType 55 DoNotBill, agreement 449. Ticket worked In Progress then Completed same session. | — | — | — | · | — | — | — | Ability First | — | — | — | — | ||
| 5/4 transcripts processed + Signal Partners briefing for 2pm | B.E.S.T.I.E. #2 | May 5, 2026 | 2 transcripts processed: Foothill Family kickoff (CW #940291, 54 min DoNotBill, Crimson client work) and Irongate/Reuben OneDrive crash (CW #940292, 7 min billable). Both Board 80, owner Christi 247. Signal Partners briefing for 2pm: Tim Smith (Managing Partner since 2017), firm shrunk 15→2, Quote 7400 rejected 3/20, M365 transitioned to Tim's Amex 4/9, offboarding paused 4/21. Three paths: reduced hourly / light retainer / graceful offboard. | — | — | — | · | — | — | — | — | — | — | — | — | ||
| April / Jason Barrett laptop flag / 2026-04-29 | April | Apr 29, 2026 | Flagged HIGH 'Possible phishing concern, read full email, advise Jason'. | Was actually an internal process issue (team asked for password they shouldn't have), not phishing. Christi's reply was an apology, not a security investigation. | — | Don't escalate to 'phishing' when the right read is 'internal process error.' Read context fully before assigning a category. | · | — | — | — | — | — | — | — | — | ||
| — | April | — | — | — | — | AF training plan correction (same pattern as Cotsen fix rec0D0UBmuNuMkniE). Original draft (recxIpzk8VhSSvT0H) incorrectly structured each week as Walkthrough+Demo Tue / Hands-On Thu, implying progression. Corrected to pick-your-day: each week ONE topic, Tue and Thu identical, staff pick whichever day. Updated three artifacts: (1) Airtable task rec3CFpPu5zP1WCFp - unified outlines per week, stripped session-type labels; (2) 8 Outlook calendar events renamed from 'Topic: Session Type' to 'Topic (Pick-Your-Day)' with updated body text; (3) Outlook draft to Sergio/Carl/Jeremy rewritten with one-topic-per-week table, explicit pick-your-day callout. Caught and reverted accidental Lunch event modification from stale EntryID. 5/26 AT CAMP conflict re-flagged. Lesson reinforced: when sessions repeat on different days, default to same-content-pick-your-day unless told otherwise. | · | — | — | — | — | — | — | — | — | ||
| SCHARP Connectivity Concerns Assessment - Peerless Email Search + Airtable Tasks | — | May 5, 2026 | Summary saved to SCHARP-Connectivity-Concerns-2026-05-05.md. Tasks created: SCHARP-NET-001 through SCHARP-NET-007 covering Peerless follow-up, Cyxtera bandwidth, Industry Way WAN2 outages, Vermont site alerts, credit limit, account transition, and BDO audit confirmation. | — | — | SCHARP Peerless internet upgrade inquiry sent 4/22/26 to Patrick Doolin, acknowledged same day, no substantive response in 13 days. Created 7 connectivity concern tasks in Airtable. Key finding: Cyxtera bandwidth blocking Datto cloud sync is the most urgent issue - direct HIPAA violation. Peerless contract locked through May 2027. | · | — | — | — | SCHARP | Part 1: Email search found Christi sent comprehensive inquiry to Patrick Doolin 4/22/26 covering account transition and internet upgrades for HQ and Cyxtera. Patrick acknowledged but no follow-up. Part 2: Created 7 Airtable tasks for connectivity concerns with time-to-resolve estimates. | — | — | — | ||
| Standing Thursday tribal knowledge capture - 28 KB entries from June 2-4 transcripts | Archie | Jun 4, 2026 | — | — | — | BAFMA COP meetings and tabletop exercises are high-value sources. Personal details surface naturally in roundtable format. Vendor negotiation presentations contain actionable intel on sales rep incentives and fiscal timing. | · | — | — | — | Crimson IT | Processed 8 meeting transcripts from June 2-4 (BAFMA COP, Crimson all-hands, Eldridge tabletop, AF governance, weekly projects). Excluded Alere per April coordination. Created 28 Knowledge Base entries: 8 Personal, 4 Vendor Intel, 6 Technical, 6 Process, 4 General. Flagged 12 for Hudu promotion. Updated learning log with patterns. Key insights: BAFMA COP rich for personal details, vendor negotiation session provided fiscal timing intel, AI hallucination warning from Anzor documented. | — | — | — | ||
| Christi-initiated / SCHARP credentials reply to Aslan / 2026-04-30 | April | Apr 30, 2026 | — | — | — | Internal status update Christi handles directly. Don't draft these unless asked. | · | — | — | — | — | — | — | — | — | ||
| Stuart — 3 AdaptoIT blog drafts + 47 Minion Voice Profile | Stuart | May 5, 2026 | Researched the high-performing 47 Minion Army post on crimsonit.com, distilled the voice formula into a profile doc. Drafted 3 AdaptoIT posts: AdaptoBriefing 6am report (~1850 words), AdaptoInbox vs Superhuman/Fyxer (~1400 words), AdaptoMeetings Plaud pipeline (~1700 words). Stuart had no Bash so could not push to Airtable; parent pushed all 3 plus voice profile. | — | — | — | · | — | — | — | — | — | — | — | — | ||
| Client capture sweep: DTLA/Karney/Barker/Alere asks filed to CW notes + Airtable Projects/Tasks | B.E.S.T.I.E. #2 | Jul 16, 2026 | — | — | — | — | · | — | — | — | — | Recovered uncaptured client asks from email: DTLA 12-workstation Claude push (CW note #947224), Karney pre-AI-University desktop deployments (project un-held), Barker Claude Teams implementation (created missing Clients row + Projects record), Alere lapsed training dates. 8 Tasks created; April rule 7e (capture before triage) + Segrid alert-sync ownership written into agent defs. Trainings next week NOT yet on calendar - flagged. | — | — | — | ||
| Christi-initiated / Arc Capital Claude SSO check-in / 2026-04-30 | April | Apr 30, 2026 | Christi sent proactive check-in to chuang+nrhone @arccapitalpartners.com. Not flagged by April. | — | — | Christi initiates proactive client check-ins. Should anticipate and propose these for VIPs/active engagements rather than only reacting to inbox. | · | — | — | — | — | — | — | — | — | ||
| Bestie #2 / Alere Pilot Meeting Agenda 7-22 / 2026-07-22 | B.E.S.T.I.E. #2 | Jul 22, 2026 | Built agenda + prep brief for today's 2:30 PM Alere Pilot Users Meeting (CW #2695). Saved to 3 - Clients and Projects/Alere/Alere-2695-Pilot-Meeting-Agenda-2026-07-22.md. Sources: 7/2 meeting brief, Outlook thread 7/2-7/20 (training 7/8, materials 7/10, session scheduled 7/16, Marc Barbir test case 7/20), internal accuracy talking guide + Excel quick-reference docx. | — | — | 90-min agenda centered on Marc Barbir's 7/20 Copilot test case per Giancarlo's explicit request: three root causes (index-based retrieval, estimation vs calculation, silent paste truncation), answers to Marc's two questions, scoped-SharePoint access constraint handled plainly, 4 closing asks (Advanced Analysis enablement, leasing workbook as training example, SharePoint exception to Giancarlo/PEC, spreadsheets training module). Watch items: Daniel Kubov branding book follow-up x2 (needs firm date before meeting), no re-quote standing rule. Includes paste-ready client-facing agenda block. | · | — | — | — | Alere | — | — | — | — | ||
| Bestie2 / Anderson Tenant Survey recap email / 2026-04-30 | April | Apr 30, 2026 | Recap email to Andrew Evans: Power Apps recommendation over Power BI, asks for survey spreadsheet and 'sun moon stars' wishlist. | Christi removed 'and apologies again that the rest of the room ended up double-booked'. Removed 'and Rebecca'. Added exclamation. Substantive content (Power Apps recommendation, asks, tone) all survived. | Christi doesn't do unprompted apologies. Doesn't CC people who weren't decision-makers. | Voice rule: no apology unless apology is owed. Recipient rule: only CC people materially in the loop. | · | — | — | — | — | — | — | — | — | ||
| Dewey / EOD transcript sweep 7-29 (no-op, ran 8:46 AM) / 2026-07-29 | Dewey | Jul 29, 2026 | Unattended EOD transcript sweep for 2026-07-29. Nothing written to ConnectWise. Summary email drafted to christi@crimsonit.com in Outlook Drafts (not sent, per standing never-Send rule). Helper scripts in 2 - Internal Operations/_agent-workspace/ (cw-time-sweep-0729.ps1, cw-sched-0729.ps1, sweep-summary-draft-0729.ps1). | — | — | Ledger query (Plaud Meetings, 14-day lookback) returned zero unworked rows: all 38 rows 07-15 through 07-28 are Processed with Time Logged filled. Safety-net scan of the drop folder root, Crimson subfolder, _routed-duplicates, and every client Meeting Transcripts / meeting notes folder found 42 files, all mapping to existing ledger rows. No rowless files, no unrouted transcripts, no 07-29 transcripts. CW time query for member 247 across the 7/29 PDT day returned 0 entries. Three items flagged: (1) the run fired at 08:46 AM PDT, not EOD, so today's billable calendar (All Hands 10:00, AI COP 11:00-13:00, Karney AI University Day 3 12:00-14:00, Avalon prep 14:05) had not yet occurred and could not be logged; the real 7/29 sweep must re-run after the 16:00 EOD wrap. (2) 7/28 closed at 8.47h across 13 entries, under the 9h floor, with all 7/28 transcripts accounted for, so the shortfall is non-meeting work; left untouched as backfilling a closed day is Christi's call. (3) Two 7/15 rows (quarterly bonus eligibility, payroll policy gap) still carry 'flagged - de minimis confidential (awaiting Christi)' in Time Logged rather than a real entry, so they no longer resurface in the queue but remain unresolved after two weeks. | · | — | — | — | Crimson IT | Lesson for the scheduled wrapper: an EOD sweep invoked in the morning cannot distinguish itself from a genuine no-work day without checking the wall clock. Checking the clock and the day's remaining calendar before reporting turned an apparent '0.00h, nothing found' non-event into an actionable 'this ran too early, re-run at 16:00'. Any future unattended sweep should assert the current time is past the EOD wrap before treating a zero result as a real finding. Also worth noting: a flag string parked in the Time Logged field satisfies the not-empty queue filter, which silently retires unresolved items from the work queue; a distinct Processing Status would surface them instead. | — | — | — | ||
| Stale CW ticket cleanup - 35 tickets closed (7/6/2026) | Hector | — | — | — | — | — | · | — | — | — | Crimson IT | — | — | — | — | ||
| — | April | — | — | — | — | Cotsen training plan: Kamyab (cotsen.org CFO) emailed 5/1 requesting training sessions pushed to week of May 18-20 at 3:30 PM. Three reasons: file audit completion, staff platform access setup, schedule alignment. Christi already replied confirming. Kamyab then asked two follow-ups: (1) share times before invites go out, (2) will invites go to full staff. Draft reply in Outlook covers both. Calendar clear all 3 afternoons. Three-session structure: Foundations/Policy, Hands-On Platform, Role-Specific + Q&A. CW Project 2673, Ticket 933700 active. | · | — | — | — | — | — | — | — | — | ||
| Weekly Plan: Calendar blocks created for May 26-29 | April | May 26, 2026 | 2 - Internal Operations/_agent-workspace/april-block-week-may26.ps1 | — | — | — | · | — | — | — | Ability FirstSCHARPCrimson IT | Created 13 Outlook calendar blocks for Tue-Fri per v2 weekly plan. Shifts from v2: (1) corrected calendar execution rules per Agent Learning recjsYn6oLn5Fe97K - April CAN create new blocks, CANNOT modify existing meetings. (2) Tuesday Focus time 8-10 AM already existed as generic block, reused instead of duplicating. (3) Wednesday Focus time 8-10 AM same. (4) Wednesday equipment pickup sized to 15 min (1:45-2:00) to fit before existing PCO 2:00-2:30. (5) Thursday Camp block is 8 AM-3 PM with OOO status alongside existing AT CAMP all-day. Travel blocks bookend it. (6) Friday flagged Irongate AI Initiatives at 11 AM in CW schedule but NOT on Outlook - needs Christi verification. (7) Eight existing meetings NOT touched (3 with MeetingStatus=3 on Thursday, Jennifer/AI COP/Lunch collision Wed, etc). Plan markdown updated with ON CALENDAR / EXISTING / CONFLICT status per block. | — | — | — | ||
| — | Jerry | — | — | — | — | Extracted 8 tribal knowledge items from AF Word Training 2026-05-12. Key findings: staff using personal Google Drive (HIPAA risk), version attachments instead of co-authoring, confusion about OneDrive sync icons. 2 items flagged for Hudu promotion. Staff names captured: Rosa, Genevieve, Andrew. | · | — | — | — | Ability First | — | — | — | — | ||
| Rex — SCHARP strategic recommendations brief | Rex | May 5, 2026 | Top 5 immediate priorities: MFA enforcement 5/15, reply to Tracey at TPx, confirm SonicWall renewal, confirm Huntress/EDR deployment timeline, AppRiver right-size or kill. Single biggest risk: SCHARP is 87 days from zero EDR coverage if Huntress doesn't ship before Trellix lapses 8/1. File: SCHARP-Strategic-Recommendations-2026-05-05.md | — | — | — | · | — | — | — | SCHARP | — | — | — | — | ||
| Deleted obsolete AF Camp work block from Wed 7/8 calendar | April | Jul 6, 2026 | — | — | — | — | · | — | — | — | Ability First | Deleted Outlook calendar event: AF Camp: CapEx $36K Hunt for Carl + Michonne Deposit Follow-Up (Wed 7/8 11:15 AM - 12:00 PM). Both tasks complete (capex hunt resolved, Michonne deposit paid). Slot freed. No attendees, no cancellation sent. | — | — | — | ||
| Alere 7/16 weekly meeting processed: transcript routed, CW time + note posted (7/16) | B.E.S.T.I.E. #2 | Jul 16, 2026 | — | — | — | — | · | — | — | — | Alere | Processed the 7/16 Alere weekly meeting (Copilot Feature Updates and User Adoption): verified client from content, routed transcript to Alere/Meeting Transcripts, posted CW time entry 878361 (0.45h, 11:30-11:57 AM, Sr Engineer/Billable, ticket 946130) + internal note 2992164, ledger row recawRXUhTefNZLvT marked Processed. Also: meeting-prep brief for the 11:30, usage-data analysis, confirmed pilot deep-dive is Wed 7/22 2:30-4:00 PM (Plaud notes said 7/23 - wrong), corrected Alere CLAUDE.md weekly cadence to Thursdays 11:30. | — | — | — | ||
| Camp Paivika (Camp Pavika) sweep — CW + Airtable updated | B.E.S.T.I.E. #2 | May 5, 2026 | ComDirect pending $11K deposit + signed Quote 7013. CW project 2595, lead PM ticket 902189, internal note 2915273 added. Airtable Project recAxDJn7WoilX6Vw + 4 Tasks created (URGENT Michuan follow-up due 5/8, Kelly Privitt AP/ISP follow-ups due 5/15, POTS due 6/30). Bonus: AF already paid $82,950.95 down payment 1/13/26 on Quote 7012 Part 1. | — | — | — | · | — | — | — | Ability First | — | — | — | — | ||
| Agent .md edits — 14 agents got Bash + 24 had LEARNING LOG removed | B.E.S.T.I.E. #2 | May 5, 2026 | Bash added to: agnes, bob, dale, dave, gus, hugo, kevin, norbert, otto, percy, phil, radar, rex, stuart, tim. Legacy LEARNING LOG block removed from: archie, bekker, benny, bruno, charl, chip, clive, dale, dewey, donnie, edith, fletcher, fritz, margo, nadia, nigel, penny, picasso, poppy, radar, russ, segrid, stella, warren. Per Tim's audit, the legacy block was undermining the 4/30 Airtable Calibration Log rollout. | — | — | — | · | — | — | — | — | — | — | — | — | ||
| n8n Workflow Audit - 2026-05-14 | Jerry | May 14, 2026 | n8n-workflow-audit-2026-05-14.md in _agent-workspace | — | — | Archiving an n8n workflow does NOT stop its schedule trigger - MFA Training proved this (228 exec/day all erroring after archive). Always hard-delete or verify via execution log. CalendarMirror and AdaptoCalendar JSON files in _agent-workspace were never imported to n8n. Asana Sync had hardcoded CW credentials with stale Client ID in Code node. | · | — | — | — | Crimson IT | Parent action ref: recPEQQabhiVXCCl2. 26 active workflows audited. Top issues: MFA Training zombie, CalendarMirror not imported, Asana Sync stale hardcoded creds, Blog SP-to-WP broken, Meeting Pipeline fan-out bug. 5 Power Automate migration candidates flagged. | — | — | — | ||
| AI-Assisted Attacks Client Advisory - SCHARP + AF DRAFT | Otto | May 13, 2026 | Client advisory memo (600-800 words) covering 2026 AI-assisted phishing/deepfake/credential stuffing threats, Crimson current controls (MFA, KnowBe4, Hudu, helpdesk awareness), roadmap additions (Entra Identity Protection, Conditional Access, YubiKeys, AI detection), and 3 concrete executive asks. Saved to _agent-workspace/midday-minion-sprint/ai-attacks-advisory-DRAFT.md | — | — | — | · | — | — | — | SCHARPAbility First | Advisory intended for SCHARP and AbilityFirst executive leadership. Dual-client sig block (Christi Brown / vCIO - Crimson IT) with note that Christi will strip Crimson mention for SCHARP-specific version. | — | — | — | ||
| Segrid / Meeting Transcript Sweep: Cotsen + Comm Direct/Camp Project / 2026-05-01 | S.E.G.R.I.D. | May 1, 2026 | Updated Cotsen project (recvq47aa1D64txB4), plan (recrLXCOAcRIbqY9q), 5 tasks. Created AF Camp Network Upgrade project (recbwTZpg7FR3Espq), 2 new tasks (recM2qmtMErqvNd0J, recNQPszTUsXqRBNe). Extracted Comm Direct conversation from appended ops meeting. | — | — | Ops meeting transcripts can have multiple client conversations appended. Camp Projects section in Crimson ops meeting was actually AF client work (Comm Direct/Sandler Partners cabling). Always scan full transcript for client scope creep. Camp project decisions blocked on Kelly Privett contact - classic single-point dependency pattern. | · | — | — | — | — | — | — | — | — | ||
| Bestie2 / Cotsen Kamyab Audit & Cleanup response / 2026-04-30 | — | Apr 30, 2026 | Drafted reply to Kamyab Hashemi-Nejad explaining what Audit & Cleanup entails for the Cotsen AI Assessment (Quote 7203, May 15 deadline). 7-item scope, current progress, week-by-week timeline. CC Kaycee, Steve, Tyler. Saved to Outlook Drafts. | Christi sent her own version 2026-04-30 20:15. Kept the 7-item audit scope and timeline structure largely intact. Changes: 1. COMBINED the policy Q&A (Section 4 / Section 5) WITH the audit response in ONE email instead of saying 'I'll come back separately.' 2. OPENED with 'apologize in advance for the lengthy response, I wanted to cover everything' — self-aware meta line takes awkwardness out of long email. 3. TIGHTENED bullets by dropping leading verbs ('Review of...', 'Inventory of...') and going straight to the noun phrase. 4. ADDED concrete Microsoft product names where I was conceptual: Microsoft Purview sensitivity labels, Copilot search index exclusion, restricted SharePoint site configurations. 5. ANSWERED Kamyab's 'is Section 4 redundant' with THREE numbered options + tradeoffs, not a single recommendation. Respects their decision authority. 6. GAVE ONE availability slot (Friday morning), not two (I had Thursday afternoon + Friday morning). 7. ADDED the 'why program staff matter' insight ('they will catch equity and language issues administrators might miss') — the trust-building paragraph I didn't have. | Christi prefers combined comprehensive replies over split threads when the user asks multiple related questions. Self-aware meta openings for long emails. Tighter bullets. Specific product names not generic concepts. Decision-authority-respecting option lists, not single recommendations. Single availability slots not multi-option offerings. | Most-portable lesson: 'I'll come back separately' is the wrong reflex. When two related questions are on the table and the second can be answered now, answer both in one reply. Splitting wastes a thread turn and signals reluctance. Save 'come back separately' for items that genuinely need more research or time. | · | — | — | — | — | — | — | — | — | ||
| April v9 Local Triage - 2026-07-28 11:00 AM | April | Jul 28, 2026 | — | — | — | — | · | — | — | — | Crimson IT | Processed 30 Crimson, 8 SCHARP, 0 AF emails. Applied/fixed 26 categories. Created 1 new-hire all-day event (Guadalupe Robledo, SCHARP). 0 drafts created. 2 flagged Christi to Respond: Brett Johnston (Westwood) re Claude/Base44, Patrick Doolin (Infobip) re SCHARP ISP bandwidth. No urgent items. 2 calendar COM failures (Zenefits recurring). AF Lunch COM failure persists. | — | — | — | ||
| — | Dewey | Aug 2, 2026 | — | — | — | — | · | — | — | — | SCHARP | EOD transcript sweep, Sun 2026-08-02, unattended mode. Zero CW time entries created - correctly so. Ledger returned exactly one unworked row (7/31 SCHARP personnel conversation); safety-net scan found no rowless files for 8/1 or 8/2. Decision made: did NOT post time for the 7/31 confidential personnel matter. Two independent reasons - (1) ~3 min wall clock with the Plaud drop at 09:49 landing inside existing SCHARP entry 886502 (09:29-10:06, ticket 960688), so posting would double-book already-covered clock; (2) confidential personnel content, and on a personnel item the call to carry it as a billable line belongs to Christi, not to an unattended agent. Flagged instead. Awaiting her ruling. Client attribution came from CONTENT not title, per the BAFMA/DTLA rule: "Doctor Barber" (Barbour), Crystal, Robert, "our department" = SCHARP. Title alone said nothing about client. Three process findings surfaced to Christi: 1. Thu 7/30 has ZERO CW time and ZERO transcripts. AF onsite day on her normal pattern. Outside this skill's evidence reach - recommended /time-reconstruction. 2. Fri 7/31 = 2.12h, Wed 7/29 = 4.26h. Both far under the 9h floor. 3. Five transcripts were sitting unrouted in the drop folder, four of them from 7/28 whose time had ALREADY been logged on 7/28. The routing step had been silently skipped. This is the exact 7/16 failure mode where routed-vs-unrouted state hides work from later sweeps. Routed all five this run. Lesson for future runs: a clean ledger is not the same as a clean pipeline. Time Logged was filled on those 7/28 rows while the files never moved, so the ledger looked healthy and the drop folder did not. Worth checking both, not just the ledger, even though the ledger is designed to be the SSOT. Delivery note: summary saved to Outlook Drafts rather than sent, per the standing never-auto-send rule and the known wedged-COM-send behavior from 7/23. | — | — | — | ||
| NEST Calendar Airtable-to-Google Cal Sync Workflow | Jerry | May 11, 2026 | Delivered n8n workflow JSON (n8n-airtable-cal-to-google.json) and README (n8n-airtable-cal-to-google-README.md). Workflow: 10-min Schedule Trigger, fetches SyncStatus=Pending + Status=Cancelled records from NEST Calendar table (tblEMH38jFi7bmHU6, base appYVXneddw1eKZEu), routes to Insert/Patch/Delete against christibrown252@gmail.com Google Calendar via existing OAuth2 credential, writes back SyncStatus=Synced + LastSyncedAt + GoogleEventId on success, writes SyncStatus=Failed + SyncError on failure and emails christi@crimsonit.com. Recurring events passed via recurrence:[RRule] array to Google. Four pre-populated recurring records will insert on first run. | — | — | For Calibration Log: Agent field = linked record array, Disposition choices confirmed before write, Output Type confirmed before write -- all three checks done this session. | · | — | — | — | — | — | — | — | — | ||
| July 1-15 timesheet reconstruction - 45 CW time entries backfilled | B.E.S.T.I.E. #2 | Jul 16, 2026 | 45 CW time entries (IDs 878040-878089) across 7/1, 7/2, 7/9, 7/10, 7/13, 7/15 + new SCHARP ticket 959884. Evidence: calendar, transcripts, Sent folders, file mtimes. Window total now 88.89h. Flags for Christi in session summary: Barker Pacific kickoff + Westwood parked on Crimson 933702; Cottonwood WISP logged as Crimson admin; 4 days under 9h band due to documented personal blocks (7/3 holiday untouched). | — | — | — | · | — | — | — | Crimson IT | — | — | — | — | ||
| OperatingSystem plan - Christi design feedback (Sep 3) folded in | S.E.G.R.I.D. | — | CHRISTI DESIGN FEEDBACK (Sep 3) FOLDED INTO PLAN Design canvas: https://claude.ai/code/artifact/00708b4f-8988-4c2f-8ad0-a7bb38b61645 DAY 3 (UI): - URL template on fields: migration 004 adds meta_fields.url_template - First use: Tasks.CW Ticket links to ConnectWise ticket page (Christi supplies base URL) DAY 4: - One-click complete: checkbox first column on Tasks grid and Today list - Sets Status to Completed with undo toast DAY 6 (Fleet): - Model column with "upgrade" badge when pinned model not in current Anthropic list - Coaching panel: last 30 days of Calibration Log into 3-5 suggestions - Migration 004 column minion_army.model_id (exact model string synced from agent files) DAY 6-7 NAMED SCREENS: - Today (home) - Calendar (three calendars merged, conflict flag) - Clients (gallery plus detail drawer with tribal knowledge) - Fleet (agent registry with enhancements above) - Learnings (categories, proposed rules with approve) DAY 7 (Row Actions): - meta_actions table (table, label, handler, needs_confirm) rendered as buttons - First action: "Create ConnectWise ticket from task" - Boundary note: CW API key decision needed (Vercel env vs n8n webhook) AGENT MODEL UPGRADE [DONE Sep 3]: - 52 outdated agent files upgraded by scripts/upgrade-agent-models.mjs - Opus 4.5/4.6 -> claude-opus-5 - Sonnet 4.5/4.6 -> claude-sonnet-5 - Haiku -> claude-haiku-4-5 - Backups: ~/.claude/agent-model-backups/2026-09-03 - Recurring task: rerun when Anthropic ships new generation FUTURE STATE: - AdaptoHub and OperatingSystem share ONE Clerk instance - AdaptoHub becomes front door, OperatingSystem as module tile - Clerk Organizations map to Postgres schema per customer - Day 3: use Clerk instance named for AdaptoIT, not OperatingSystem Plans record recykMeQqhVsM5HPq and PLAN.md updated. | — | — | — | · | — | — | — | Crimson IT | Sep 3 design feedback folded in: URL template, one-click complete, row actions, Fleet coaching, named screens, AdaptoHub future state. 52 agent files upgraded. | — | — | — | ||
| — | Dewey | — | — | — | — | — | · | — | — | — | Crimson IT | — | — | — | — | ||
| Airtable Cal -> Google Cal sync spec (v1) | — | May 11, 2026 | Workflow spec: Airtable Calendar -> Google Cal (christibrown252). Waiting on Tim schema before build. | — | — | Tim is designing Airtable Calendar schema in parallel. Field mapping TBD on Tim delivery. Build target: n8n-airtable-cal-to-google.json + README in _agent-workspace. | · | — | — | — | — | — | — | — | — | ||
| April / Jack Barbour Zoom Intro flag / 2026-04-29 | April | Apr 29, 2026 | Flagged: Jack greenlit, Christi needs to contact Christian at Zoom. | — | — | Both halves of handshake executed. Good flag. | · | — | — | — | — | — | — | — | — | ||
| — | Jerry | Jul 14, 2026 | Created ConnectWise ticket #959200 "AbilityFirst - Meraki Network Equipment Quote" and logged 26-minute time entry (workRole 13 Help Desk, agreement 313 AF Managed IT, billable). | — | — | Presales/quote work for existing client AbilityFirst: billable per Dewey Playbook v2, workRole 13 (Help Desk) not 14 (CIO), routes to agreement 313 (AF Managed IT). 26 minutes complies with odd-minutes rule (26 mod 5 = 1). | · | — | — | — | Ability First | — | — | — | — | ||
| SCHARP all-staff email: 2SV + policies + Brie tip + Aoife debut | Agnes | May 18, 2026 | scharp-mfa-policies-email.html — SCHARP all-staff. Sections: 2SV enforcement (May 26 deadline placeholder, confirm before send), four DocuSign IT policy signatures, Brie passkey tip, Aoife debut with smishing/gift-card scam warning + Christi coffee/Dove personal aside. | — | — | — | · | — | — | — | SCHARP | — | — | — | — | ||
| AF All-Staff: Moose Microsoft Minute - Sticky Notes (July 2026) | Agnes | Jul 22, 2026 | Subject: Moose Microsoft Minute: Sticky Notes Just Got an Upgrade | To: AF_All_Company@abilityfirst.org | Sections: (1) Headliner - Sticky Notes in OneNote (sync, pin to taskbar, screenshot source capture, color-code/search) + 3 bonus tips (to-do checkboxes, search all notebooks, dictate); (2) Phishing test reminder - Phish Alert Button in Outlook; (3) Equipment moves go through IT. Moose voice throughout, landing joke at close of each section. Crimson signature preserved via HTMLBody prepend. FLAG: AF_All_Company address needs verification before send. | — | — | — | · | — | — | — | Ability First | Drafted full Moose Microsoft Minute all-staff email for AbilityFirst. Covers: Sticky Notes now in OneNote (sync, taskbar pin, screenshot source memory, search/color-code), 3 OneNote bonus tips, phishing test reminder with Phish Alert Button call-to-action, equipment move policy reminder. Saved to Outlook Drafts via COM (never sent). Address AF_All_Company@abilityfirst.org flagged for verification. | — | — | — | ||
| Christi-initiated / TimeZest forward to Jane / 2026-04-30 | April | Apr 30, 2026 | — | — | — | Routine billing routing Christi handles. Not in my scope. | · | — | — | — | — | — | — | — | — | ||
| Dale — meeting conversation pattern review (FAILED — no Bash) | Dale | May 5, 2026 | Dale could not enumerate transcript files — Read/Write only, no Bash. Could not glob the transcript folders or query Plaude Meetings table. Run aborted with scope-limitation report. Triggered the broader fix: 14 agents (Dale, Kevin, Stuart, Bob, Tim, Otto, Phil, etc.) added Bash, plus 24 agents had legacy LEARNING LOG blocks removed. | — | — | Read/Write-only agents can't enumerate the file system or hit external APIs. For agents whose job involves analyzing many files or pushing to Airtable/Hudu/CW, Bash must be in their tool set. | · | — | — | — | — | — | — | — | — | ||
| EOD Transcript Sweep 8/12: 3 CW entries (5.28h), 6 ledger rows closed, 3 flagged, 4 rowless June files backfilled | Dewey | Aug 12, 2026 | LOGGED (5.28h total): - SCHARP 4.95h, tkt 966024 (new), entry 892290, board 80, CIO(14)/wt55, agr 470. BAFMA Director's Meeting 8/11 09:00-13:57 PDT. - AbilityFirst 0.15h, tkt 966025 (new), entry 892291, board 80, CIO(14)/wt55, agr 449. Onsite leadership check-in 8/10. - Crimson IT 0.18h, tkt 956831, entry 892292, board 80, CIO(14)/wt55. On-call + Answer Connect session 8/7. SKIPPED, already covered: 08-05 AI industry session (in 890752 window), 08-06 weekly onboarding and 08-06 code re-use approval (both in 890740 window; 8/6 already 11.34h). FLAGGED, parked Pending so they resurface: 08-10 AI training planning call, 08-11 Copilot Open Session 1, 08-11 Concur expense cleanup. Day totals after run: 8/3 9.85, 8/4 10.76, 8/5 10.39, 8/6 11.34, 8/7 9.10, 8/10 0.15, 8/11 4.95, 8/12 0.00. None over the 12h cap. Also: created 4 missing ledger rows for June foster-care transcripts found in the drop folder with no row (pipeline drop since June). Marked non-CW. Summary email saved to Crimson Drafts, not sent. | — | — | Three CW API traps hit and worth encoding: (1) ticket summary is capped at 100 chars, longer fails InvalidObject; (2) CW POSTs return an insecure redirect and the write STILL LANDS server-side even when PowerShell throws, so -AllowInsecureRedirect is mandatory and every create must be guarded by an existence check first (this run created ticket 966024 via a POST that appeared to fail); (3) CW's condition parser rejects apostrophes even when doubled, so LIKE patterns must be apostrophe-free and narrowed by company/id. Separately, a PowerShell trap: Write-Output inside a value-returning function gets captured into the return value and corrupted a ticket id into an array. Use Write-Host for log lines in those functions. | · | — | — | — | SCHARPAbility FirstCrimson IT | Client attribution was done from transcript CONTENT and the Outlook calendar, never the Plaud title. Michuan verified as AbilityFirst two ways: 41 AF-folder files mention them and no other client's folder does, plus CW ticket 965285 (AF Onsite) lists contact Michuan Fleming. SCHARP 8/11 verified via Darva Coleman + Kashif Khan in-transcript plus the calendar event 'SCHARP | BAFMA Director's Meeting' 9:00-14:00. Three flagged rather than guessed, per the multi-client rule: the AI training programme is an OPEN session drawing attendees from multiple nonprofits, so no single client can be billed safely, and the Concur session is Christi's own expense admin rather than client IT work. OPEN ITEM FOR CHRISTI: 8/10 (0.15h) and 8/11 (4.95h) are both far under the 9h floor. This sweep only logs what transcripts prove; both were onsite days with full calendars behind them. That is a time-reconstruction job, deliberately not attempted here. | — | — | — | ||
| April / Badge System Update to SCHARP+BAFMA users / 2026-04-22 | April | Apr 22, 2026 | Outlook draft to edana.magee@scharpca.org, nelson.calderon@bafma.org, brian.columna@scharpca.org. Tells them ADT badge update over coming weeks. | Confirmed by Christi 2026-04-30: badge system update is taken care of. Likely went via SCHARP Gmail per the handoff suggestion (which is why no Outlook Sent record). | — | Lesson stands: ask about send surface (Outlook vs SCHARP Gmail) BEFORE drafting next time. The decision was correct here — SCHARP Gmail was the right surface. | · | — | — | — | — | — | — | — | — | ||
| April / UKG Past Due forward to Darva-AP / 2026-04-22 | April | Apr 22, 2026 | Outlook draft forwarding UKG SOU1051 past-due notice to Darva and AP. | — | Christi had already forwarded this to Darva ~3/25 per April's own 4/23 summary. Duplicate work. | FAILED my own rule 7c. Always check Sent before drafting a forward of an alert. Duplicate forwards are noise, not value. | · | — | — | — | — | — | — | — | — | ||
| Fritz — SCHARP NIST/HIPAA compliance audit (BitLocker + beyond MFA) | Fritz | May 5, 2026 | BitLocker policy exists but NOT enforced. Critical: shared admin password '*$FishbaitSCHBAF$*' in unprotected Excel — rotate today. AD password complexity DISABLED, account lockout NOT configured, krbtgt not rotated 8+ years. All 7 servers showing 10/10 backup failures. AppRiver journaling purchased but NEVER configured (zero archived emails). No BAA inventory across 63+ vendors. File: SCHARP-NIST-HIPAA-Compliance-Audit-2026-05-05.md | — | — | — | · | — | — | — | SCHARP | — | — | — | — | ||
| EOD transcript sweep 2026-08-24: 0 logged, 2 flagged, time pipeline outage escalated | Dewey | Aug 24, 2026 | Outlook draft to christi@crimsonit.com: 'EOD Transcript Sweep 8/24: 0 logged, 2 flagged, time pipeline dark since 8/18'. Saved to Drafts, not sent. | — | — | — | · | — | — | — | — | Unattended EOD transcript sweep, 14-day lookback 8/10-8/24, run 09:00 PDT 2026-08-24. RESULT: zero CW writes. Nothing cleared the unambiguous test. - 11 ledger rows 8/10-8/18 verified already covered in CW. No duplicates created. - 2 rows flagged and annotated, left Pending: recfGZgEx1qIWf7R3 (8/10 AI Training, client not verifiable from content, possibly already covered by entry 895336) and recs0fqc5fvNu38e6 (8/13 Westwood Mail Intelligence, client verified but Westwood-vs-AdaptoIT scope split is Christi's call; on tape she says Westwood is an unpaid beta of her resale app). ESCALATIONS RAISED IN SUMMARY EMAIL: 1. Time pipeline dark since 8/18. 8/17 = 2.55h, 8/18 = 0.78h, 8/19-8/21 = 0.00h. Roughly 38-42 billable hours unaccounted for. Transcripts, ledger rows and time entries all stop on the same date, which points at one upstream failure rather than three. 2. az CLI is signed in as administrator@westfin.com (Westwood tenant), so all kv-chrissminions Key Vault calls fail with AKV10032 Invalid issuer. Ran on the Credential Manager fallback. Any scheduled script depending on Key Vault is failing silently. Likely root cause of item 1. 3. 8/14 sits at 16.94h, over the 12h band by 4.94h. Pre-existing, not from this run. Did NOT start time reconstruction for 8/17-8/21; that is a separate skill and needs Christi's go. | — | — | — | ||
| April / BrightGauge Datasource Disconnected (9 daily flags) | April | Apr 13, 2026 | Flagged on 4/13, 4/16, 4/17, 4/20, 4/21, 4/22, 4/23, 4/27, 4/28. NINE TIMES across 14 summaries with no resolution path proposed. | — | — | WORST PATTERN. After day 2 should have asked Christi once whether it matters or delegated to team. Three-strike rule going forward: 3 consecutive flags without action = ONE decision prompt, then file or stop surfacing. | · | — | — | — | — | — | — | — | — | ||
| EOD transcript sweep 7/20 - ledger reconciliation + time logging | B.E.S.T.I.E. #2 | Jul 20, 2026 | Unattended EOD sweep (14-day lookback). 4 unworked ledger rows classified from content and closed: 7/17 HPE call logged (CW entry 879630, 0.10h, ticket 956831, note 2994396); 7/16 ComDirect/AF telecom call already covered by 878367; 7/16 AF inventory coordination call covered by 878371 window (skipped to avoid double-bill); 7/15 compensation update flagged de minimis confidential. Two Crimson transcripts routed to Crimson subfolder. Safety-net folder scan clean (no rowless files). Flags emailed: 7/17 day at 0.10h total needs reconstruction; 7/20 has zero transcripts + zero time as of sweep. Summary email sent to christi@crimsonit.com. | — | — | — | · | — | — | — | Crimson ITAbility First | — | — | — | — | ||
| Jerry / Calendar Mirror Workflow Spec / 2026-05-11 | Jerry | May 11, 2026 | Architecture spec for Crimson->AF + Crimson->SCHARP calendar busy-block mirror workflow. Covers node graph, correlation strategy, credential gaps, edge cases, test plan, build estimate. Awaiting Christi approval before build begins. | — | — | — | · | — | — | — | — | SCHARP Google Calendar credential gap flagged: needs service account with domain-wide delegation. AF-Write-AppId confirmed in kv-chrissminions. Sync interval recommendation: 20 min. No build started yet. | — | — | — | ||
| April / Darva TPx fax case flag / 2026-04-30 | April | Apr 30, 2026 | Flagged MEDIUM: reply to Darva confirming receipt. | — | — | Quick win flag. Christi sent 2-line reply matching what I would have drafted. | · | — | — | — | — | — | — | — | — | ||
| Edith — SCHARP ticket health report (Robert + Gaston review) | Edith | May 5, 2026 | Gaston volume performer (183 closed/30d). Robert: 3 critical infrastructure tickets parked in Scheduled No Call (SQL backup failure, server offline, monitoring services down). Account management = 16% of all tickets, unsustainable. 71 tickets closed by Unassigned (dispatch issue). Board 65 Recurring Proactive has 0 SCHARP tickets — templates misconfigured. File: SCHARP-Ticket-Health-Report-2026-05-05.md | — | — | — | · | — | — | — | SCHARP | — | — | — | — | ||
| April - multi-inbox sweep + Peerless/Stan thread answers | April | May 5, 2026 | Report: 2 - Internal Operations/_agent-workspace/April-Inbox-Sweep-2026-05-05.md | Found Peerless thread (Patrick ack'd 4/22, 13 days silent, ticket auto-closed 4/27, draft chase ready). Found Stan/passphrase thread (was Datto passphrase not Adapto; Stan redirected to Aslan/Crimson IT on 5/4; draft to Aslan ready). 10 hot items identified across Crimson + SCHARP mailboxes. 2 drafts saved to Outlook. | — | — | — | · | — | — | — | — | — | — | — | — | ||
| Kevin — 4 Counted Doors blog drafts (new emotional voice) | Kevin | May 5, 2026 | Applied requested voice shift: 'I'm here for you, let's talk through this' over 'here is the framework.' 4 drafts: Placement Transitions (900w), Hard History conversations (950w), System Failure advocacy (950w), Routines for Safety (1000w). Kevin had no Bash so could not push to Airtable; parent pushed all 4. | — | — | — | · | — | — | — | — | — | — | — | — | ||
| Bestie #2 / Daily Briefing Wed 7/29 (refreshed 9:45 AM) / 2026-07-29 | B.E.S.T.I.E. #2 | Jul 29, 2026 | Ran the briefing skill end to end. Pulled CW schedule, 7/28 time entries (8.47h/13 entries), 39 open service tickets, 9 CW projects with Christi as manager, 45 open project tickets, 503 Airtable Tasks (296 open), Outlook calendar plus 11 mailbox inboxes, Sent, Drafts and Outbox via COM. Output to conversation as markdown, then sent styled HTML email to christi@crimsonit.com at 9:48 AM (verified Outbox empty, landed in Sent). Logged Daily Briefing Log row recVjEUMc0nTKE00f. | — | — | Ten attention items surfaced. Highest value: (1) Patrick Doolin replied 7/28 10:17 on SCHARP HQ bandwidth - 100M core primary plus 200Mx10M coax secondary, both out of term - so ticket 962284 is mis-statused as Waiting on 3rd Party and the ball is back with Christi. (2) CW project health worse than tracked: 6 of 9 projects past estimated end date, SCHARP 2718 at 166% over budget (3.66 budget vs 9.75 actual), Cotsen 2673 at 1.1 of 38.75 hours and 44 days past end, Alere 2695 expires 7/31 while its trainings are calendared 8/3 and 8/5. (3) Zix/BAFMA journaling failure fired two nights running (7/28 and 7/29), confirming standing item 8 is not self-healing. Judgment call made: the skill says show the FULL Airtable task list, but 296 open tasks with 71 overdue is the known stale-task backlog, not a work queue, so I showed the actionable slice and said explicitly what was filtered. Two verification catches worth keeping: the CW schedule for today carried three entries that are not on the Outlook calendar (postponed AI University Day 3 that would have collided with AI COP, Karney 961202 at 17:00, and a 17:30 EOD Wrap that belongs to the temporary Tue/Thu override), and the Airtable URGENT Larissa task 961006 was already resolved 7/28 per the Sent folder. Confirms the scan-Sent-before-flagging rule pays. | · | — | — | — | — | — | — | — | — | ||
| April / Anderson Julia SharePoint scope reply / 2026-04-22 | April | Apr 22, 2026 | Internal reply to Julia handing Anderson lead to Vincent Kao, framing as project (not agreement) scope, Power Automate vs Excel, flagging May 4 timeline isn't tight. | Christi rewrote entirely as direct client-facing recap to Andrew Evans, not an internal reply to Julia. Removed apology line. Removed 'and Rebecca'. Added exclamation. Different audience, different framing. | Christi doesn't apologize for scheduling issues that aren't her fault. Rebecca wasn't decision-maker. | I drafted a reply to the wrong person (internal Crimson teammate) when scope changes from a teammate about a client should produce client-facing drafts, not internal routing emails. Audience-check before drafting. | · | — | — | — | — | — | — | — | — | ||
| FY27 SCHARP budget redone (v4) with authoritative Airtable-sourced data | Rex | Jul 14, 2026 | C:\Users\ChristiBrown\OneDrive - Crimson IT\Documents\3 - Clients and Projects\Scharp\Budget\FY27 - IT Budget (Crimson v4 - Redo).xlsx | — | — | — | · | — | — | — | SCHARP | First attempt (v3) was wrong: restructured into hybrid FY26/FY27 tab layout instead of preserving FY27's native Kashif-approved 7-tab structure, and pulled numbers from a corrupted Excel tab. Redo (v4) uses SCHARP's own Airtable Budget table as source of truth, keeps native 7 tabs, applies FY26 styling only. Confirmed IT total $1,192,420 (+$27,896 pending pension confirmation). Flags 4 open items for Christi/Kashif before send: shredding GL 5405 has no FY27 value anywhere, pension GL 5017 IT-eligibility unconfirmed, $3,100 across 4 minor lines needs reconciliation between Budget tab and carried-forward Summary tab, and two large consolidation drops (5302, 5001) need verbal walkthrough with Kashif so they don't read as errors. | — | — | — | ||
| Jerry - My Imperfect Life n8n workflow rewrite | Jerry | May 5, 2026 | 2 - Internal Operations/_agent-workspace/Jerry-MIL-Workflow-Rewrite-2026-05-05.md | — | — | Rebuilt [Blog] SharePoint to WordPress (My Imperfect Life) - v1 (ID: SCAPGJatPlBDpTvO). Removed Supabase + OpenAI nodes. Replaced data source with Airtable Blog Pipeline HTTP Request (tblnhvcfsxTLBTJny, filtered to MIL Approved posts with Body HTML). Created Airtable Header Auth credential in n8n (oeDvJ3IB53XdAFNv). MCP enabled. Workflow stays INACTIVE until Christi creates WordPress App Password for myimperfectlife.com. No test run possible - zero Approved drafts exist in Blog Pipeline for MIL yet. Working hypothesis confirmed: Airtable Blog Pipeline is SSOT, not Supabase. | · | — | — | — | — | — | — | — | — | ||
| Chip Daily Tracker / 2026-06-04 | Chip | Jun 4, 2026 | Thursday 2026-06-04 action item tracker report. Analyzed 3 data sources: Daily Briefing Log, Airtable Tasks, client task lists. | — | — | — | · | — | — | — | — | Daily Briefing Log shows no action items captured since 6/2 (5 most recent entries empty). 105 open Airtable tasks. SCHARP: 8 items in progress (MFA rollout due 5/15 OVERDUE, fax lines, live scans). AF: 6 items in progress (SharePoint assessment due 2/20 OVERDUE, shared mailbox cleanup). Key finding: Christi OOO next week (6/8-6/12) creates urgency for pre-Friday closures. | — | — | — | ||
| April v9 Local Triage - 2026-08-14 afternoon | April | Aug 14, 2026 | — | — | — | — | · | — | — | — | Crimson IT | 3 mailboxes scanned (Crimson, SCHARP, AF). 31 emails processed. 6 categories applied (Crimson). 2 corrections (Kamyab thread + Adobe). 0 drafts created (no auto-reply criteria met). 0 new-hire events. SCHARP calendar COM returns empty properties (known). AF Viva Lunch COM save fails (known OST issue). | — | — | — | ||
| SCHARP Bi-Weekly ELT Status Report - 2026-07-20 | B.E.S.T.I.E. #2 | Jul 20, 2026 | Built the bi-weekly SCHARP ELT IT status report (period 7/6-7/20) on SCHARP letterhead, no Crimson branding per SCHARP positioning rule. Sources: CW open tickets (84), Christi time entries (21), ticket volume 648 opened / 746 closed, Box migration ticket 959625 notes, current-state runbook, task list, memory. Sections: exec summary, accomplishments (FY27 budget delivered 7/14, MFA and KnowBe4 complete, device inventory recon 380 projected fleet, Box-to-Google launch), service desk stats, financial update, security (cyber insurance decision early Aug, AV consolidation, Avanan), infrastructure, decisions-needed table, look-ahead. Saved docx and PDF to Scharp Reports folder. CW ticket 960620, time entry 879905 (0.45h). Pending Christi review before distribution to ELT. | — | — | Christi corrected mid-build: KnowBe4 security awareness training is COMPLETE at SCHARP, not in progress. Updated report and memory. Also: the morning request for this report had been lost; verify requested deliverables actually got produced before session end. | · | — | — | — | SCHARP | — | — | — | — | ||
| Otto / 2026 HIPAA Security Rule blog draft / 2026-04-30 | — | Apr 30, 2026 | 1870-word Crimson IT blog post on 2026 HIPAA Security Rule changes. Three changes (MFA mandatory, encryption required, 72-hour restore), audit/risk assessment, 20-person practice checklists (technical + administrative), penalty math, this-week/this-quarter action lists, MSP closing question set. Drafted to Body HTML in rec recQbQJj6UJSiGvRx + .html and .docx on disk. | — | — | Otto cited 12 sources inline including HHS NPRM, Federal Register, HIPAA Journal. Strong source discipline. Awaiting Christi review + Phil SEO audit + Stephanie post. | · | — | — | — | — | — | — | — | — | ||
| April / Cotsen Training Plan Correction / 2026-05-01 | April | May 1, 2026 | Updated Outlook draft 'RE: AI roll-out timeline' (To: Kamyab, CC: Kaycee/Steve/Tyler). Updated Airtable task recey7Aw3CR5Ujuck. Verified 4/30 Sent reply re: Section 4. | — | — | Cotsen training correction: Original draft (recCdLCywL3BUHKlG) incorrectly structured 3 sessions as a progression (Foundations/Policy, Hands-On, Role-Specific). Per today's meeting transcript, Christi explicitly confirmed at 00:43:09: "They're exact same trainings. People can attend one or they can attend all three." Format is pick-your-day, not a curriculum progression. Updated Airtable task recey7Aw3CR5Ujuck with correct structure, transcript quotes, and Section 4 cross-reference. Updated Outlook draft (RE: AI roll-out timeline, To: Kamyab) to reflect same-content x3 format. Verified 4/30 Sent folder reply to Kamyab covered Section 4 comprehensively (enterprise restrictions, HR/Legal drive walling, three policy options) so draft does NOT re-address it. Also found and cleaned up the earlier stub draft at 12:13. | · | — | Cotsen: Develop training materials | — | — | Corrects earlier calibration row recCdLCywL3BUHKlG which had the wrong session structure. Key mistake: I assumed 3 different days = 3 different topics. Transcript proves otherwise. Lesson: when a client says 'three sessions,' always verify whether they mean three unique sessions or three repeats of the same session. | — | — | — |
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