| Summary | Client | Date | Source Type | People Involved | Ticket # | Project | Source Link | Dedupe Key | Status | |
|---|---|---|---|---|---|---|---|---|---|---|
| Reply: Pete - remove from ChatGPT, uses Claude or Copilot | Crimson IT | Sep 15, 2026, 12:40 PM | Pete Braitsch | — | — | — | Recv:christi@crimsonit.com:<DS1PR17MB74456F7E8E60BBE6BC7D9A30CBB92@DS1PR17MB7445.namprd17.prod.outlook.com> | |||
| Reply: Olivia - needs Claude only, remove from ChatGPT | Crimson IT | Sep 15, 2026, 11:46 AM | Olivia Pannell | — | — | — | Recv:christi@crimsonit.com:<PH0PR17MB5391A1C6EB302AE75C832A26DBB92@PH0PR17MB5391.namprd17.prod.outlook.com> | |||
| Reply: Tim Van Metter - asked for confirmation that the time works for Michuan | Ability First | Sep 15, 2026, 8:30 AM | Tim Van Metter (Goodwill SoCal) | — | — | — | Recv:christi@crimsonit.com:<SJ0PR18MB508600D17A4C600FCD8B1B51D3BA2@SJ0PR18MB5086.namprd18.prod.outlook.com> | |||
| Reply: Segrid - does not need OpenAI access | Crimson IT | Sep 15, 2026, 7:48 AM | Segrid Yan Bucagan | — | — | — | Recv:christi@crimsonit.com:<DSVPR17MB98865164BE092FEB17B3039260C1BA2@DSVPR17MB988651.namprd17.prod.outlook.com> | |||
| Reply: Mike Yasuma - discontinue ChatGPT, keep Claude | Crimson IT | Sep 15, 2026, 7:48 AM | Mike Yasuma | — | — | — | Recv:christi@crimsonit.com:<PH7PR17MB6740798B004AF187EC8F6A84C5BA2@PH7PR17MB6740.namprd17.prod.outlook.com> | |||
| Reply: Michuan - Tuesday works, asked for a calendar invite | Ability First | Sep 15, 2026, 7:41 AM | Michuan Fleming | — | — | — | Recv:christi@crimsonit.com:<DS4PR17MB7506BCF3E042033C78DD068BB9BA2@DS4PR17MB7506.namprd17.prod.outlook.com> | |||
| Reply: Evan - Thursday deep dive with Cymona and Vinnie, asked Brett about go-live schedule | Westwood Financial | Sep 15, 2026, 7:29 AM | Evan Reiss | — | — | — | Recv:christi@crimsonit.com:<IA6PR20MB9945213AFE3A92C39573C9C5CEDABA2@IA6PR20MB994521.namprd20.prod.outlook.com> | |||
| Reply: Anzor - will remove duplicate AI platform access at end of year | Crimson IT | Sep 15, 2026, 7:25 AM | Anzor Zurhaev | — | — | — | Recv:christi@crimsonit.com:<DS4PR17MB7553F5CA9E2D89F07A7D3CE3A7BA2@DS4PR17MB7553.namprd17.prod.outlook.com> | |||
| Reply: Anzor - asked whether access to both AI platforms is still needed | Crimson IT | Sep 15, 2026, 7:19 AM | Anzor Zurhaev | — | — | — | Recv:christi@crimsonit.com:<DS4PR17MB7553069C933DD4E0B7F3C6D6A7BA2@DS4PR17MB7553.namprd17.prod.outlook.com> | |||
| Reply: Tim Van Metter - asked which AbilityFirst location | Ability First | Sep 15, 2026, 7:15 AM | Tim Van Metter (Goodwill SoCal) | — | — | — | Recv:christi@crimsonit.com:<SJ0PR18MB50865D83C94BEA69FF3BB01AD3BA2@SJ0PR18MB5086.namprd18.prod.outlook.com> | |||
| Reply: Brett - approved monthly long-term retention restore points | Westwood Financial | Sep 15, 2026, 7:03 AM | Brett Johnston | — | — | — | Recv:christi@crimsonit.com:<CH9PR20MB778814A14DC7E4701270ADB8B4BA2@CH9PR20MB7788.namprd20.prod.outlook.com> | |||
| Reply: Tim Van Metter - proposed next Tuesday 12pm for Olusegun evaluation | Ability First | Sep 15, 2026, 7:00 AM | Tim Van Metter (Goodwill SoCal) | — | — | — | Recv:christi@crimsonit.com:<SJ0PR18MB5086F92B117400F7975032ECD3BA2@SJ0PR18MB5086.namprd18.prod.outlook.com> | |||
| Reply: Evan - asked for backup retention confirmation and Azure Monitor alerts | Westwood Financial | Sep 15, 2026, 6:29 AM | Evan Reiss | — | — | — | Recv:christi@crimsonit.com:<IA6PR20MB9945217B4902D17EDFE09685F1DABA2@IA6PR20MB994521.namprd20.prod.outlook.com> | |||
| Reply: Evan - smoke test crash report accepted, asked Christi to verify App Insights | Westwood Financial | Sep 15, 2026, 5:57 AM | Evan Reiss | — | — | — | Recv:christi@crimsonit.com:<IA6PR20MB9945217AA401E4B63CEAD57045DABA2@IA6PR20MB994521.namprd20.prod.outlook.com> | |||
| Reply: Evan - migration 005 needs running against production, notifications failing | Westwood Financial | Sep 15, 2026, 4:56 AM | Evan Reiss | — | — | — | Recv:christi@crimsonit.com:<IA6PR20MB994521FA7E4B810A8E7F252F00DABA2@IA6PR20MB994521.namprd20.prod.outlook.com> | |||
| Reply: Brett - booking link invalid, wants joint session with Evan, wants GitHub access | Westwood Financial | Sep 15, 2026, 2:27 AM | Brett Johnston | — | — | — | Recv:christi@crimsonit.com:<CH9PR20MB77884388716D95070B604C08B4BA2@CH9PR20MB7788.namprd20.prod.outlook.com> | |||
| Email: FW: Session notes to Pete - Westwood project handed off | Westwood Financial | Sep 15, 2026, 1:49 PM | Pete Braitsch | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB732208BE3F2278BEA0F6185810B1B92@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Email: FW: 2026-2027 SCHARP cyber liability renewal proposal to Crimson accounting | SCHARP | Sep 15, 2026, 9:39 AM | Crimson accounting; Elisa | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB7322085CAA55416E7EEBE59964B1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Email: RE: Assistance Needed: Timesheet (reply to Olusegun Kolapo) | Ability First | Sep 15, 2026, 7:53 AM | Olusegun Kolapo | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB73220897341BE738E9F6B89657B1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Email: Olusegun evaluation - Fair Oaks location chosen | Ability First | Sep 15, 2026, 7:42 AM | Michuan Fleming; Tim Van Metter (Goodwill SoCal) | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB732208C7295672AA8FDF005837B1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Email: Duplicate AI platforms - corrected recipient list to Crimson Mike | Crimson IT | Sep 15, 2026, 7:26 AM | Anzor Zurhaev | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB73220881436CB7E0063FE7D846B1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Email: Duplicate AI platform access - ChatGPT needed for client training ~2 months | Crimson IT | Sep 15, 2026, 7:23 AM | Anzor Zurhaev; April; Olivia Pannell; Pete Braitsch; Segrid Yan Bucagan; Mike Yasuma | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB732208D61FD19007824950A5BDB1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Email: Olusegun evaluation - agreed to proposed time, pending Michuan | Ability First | Sep 15, 2026, 7:14 AM | Tim Van Metter (Goodwill SoCal); Michuan Fleming | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB73220803689558C9BBC7127041B1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Email: projecthub.westfin.com live, firewall rule removed, Bicep drift note | Westwood Financial | Sep 15, 2026, 7:11 AM | Evan Reiss; Brett Johnston | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB7322087D962EC255E9E63BF816B1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Email: Backup retention 30 days, four Azure Monitor alerts, 0.5 GB/day cap | Westwood Financial | Sep 15, 2026, 6:53 AM | Evan Reiss; Brett Johnston | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB732208AC1B7B77CCF21401A97CB1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Email: High-severity URL click alert - asked about additional KnowBe4 training | Ability First | Sep 15, 2026, 6:46 AM | Michuan Fleming; CITS Admin; Crimson security; Anton Mark | — | — | — | Sent:ckbrown@abilityfirst.org:<LV9PR17MB78007BAA8EAE00C47D3904BCD8BA2@LV9PR17MB7800.namprd17.prod.outlook.com> | |||
| Email: August evaluation for Olusegun - asked to move to week of 9/21 | Ability First | Sep 15, 2026, 6:12 AM | Tim Van Metter (Goodwill SoCal); Michuan Fleming | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB732208CE9F73FFFDB3330D98A5B1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Email: Crash reporting verified end to end in production (App Insights) | Westwood Financial | Sep 15, 2026, 6:11 AM | Evan Reiss; Brett Johnston | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB7322080A91ADD12213AC4E08ADB1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Email: RE: Session notes - running the smoke test check | Westwood Financial | Sep 15, 2026, 6:08 AM | Evan Reiss; Brett Johnston | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB7322087B4C54A5ADF460221C18B1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Email: Migration 005 applied to production, SQL admin group access for Evan | Westwood Financial | Sep 15, 2026, 5:21 AM | Evan Reiss; Brett Johnston | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB732208292D319CA9781738E8D4B1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Email: Session notes - GitHub 404 cause, local branch previews, PR stacking | Westwood Financial | Sep 15, 2026, 4:40 AM | Brett Johnston; Evan Reiss | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB7322089F88B0D8FD37525ED659B1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Email: RE: conflict message (Evan GitHub sign-in resolved) | Westwood Financial | Sep 15, 2026, 4:24 AM | Brett Johnston | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB732208CBAB06C86AF9770087ECB1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Email: RE: conflict message (summary to follow, booking link issue) | Westwood Financial | Sep 15, 2026, 3:21 AM | Brett Johnston | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB7322087B40A5DF313CD0A29F99B1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Email: RE: Auto-forwarded invoices (Google forwarding limits) | SCHARP | Sep 15, 2026, 2:58 AM | Darva Coleman; AP Corp | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB7322086059E978F746C72A7641B1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Email: RE: conflict message (Book-with-me link, Evan meeting invite) | Westwood Financial | Sep 15, 2026, 2:57 AM | Brett Johnston <Brett@westfin.com> | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB732208CAAC5079D7DCD59ED211B1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Christi resolved an engineer's GitHub 404 login blocker, demonstrated local branch testing, and briefed on Plaud and WhisperFlow transcription tools. | Crimson IT | Sep 15, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reck0C51D9VUag2PC | NEST:Meeting:reck0C51D9VUag2PC | |||
| RE: SPOTS AVAILABLE: Learn ASL (Araceli: yes, welcome to join) | Ability First | Sep 10, 2026, 5:30 PM | araceli.gonzalez@abilityfirst.org | — | — | — | Recv:ckbrown@abilityfirst.org:<BY5PR17MB3905DBEC266E956FF0B0363DE7BE2@BY5PR17MB3905.namprd17.prod.outlook.com> | |||
| RE: SCHARP internet bandwidth needs (Digital Realty proposal for review) | SCHARP | Sep 14, 2026, 7:44 AM | cdwyer@digitalrealty.com | — | — | — | Recv:Christi.brown@scharpca.org:<MIWPR09MB1728443DDF0B69679EE7A42031C6BB2@MIWPR09MB172844.eurprd09.prod.outlook.com> | |||
| RE: SCHARP internet bandwidth needs (Digital Realty LAX11 options) | SCHARP | Sep 9, 2026, 1:06 PM | jbaumgaertel@digitalrealty.com | — | — | — | Recv:Christi.brown@scharpca.org:<AM8PR09MB538282DFFEF0C2513505F4B4C5B02@AM8PR09MB5382.eurprd09.prod.outlook.com> | |||
| Re: Internet Connections at SCHARP Locations (Dr. Barbour: Please proceed) | SCHARP | Sep 14, 2026, 3:13 PM | jack.barbour@scharpca.org | — | — | — | Recv:christi@crimsonit.com:<CAE8Jo9gwMr1VKE+kScTeitwwpE9+QAxWHk5i7=2M=KcAtqWzTA@mail.gmail.com> | |||
| conflict message (plus email app drafting replies to Sent Items) | Westwood Financial | Sep 14, 2026, 12:46 PM | Brett@westfin.com | 974281 | — | — | Recv:christi@crimsonit.com:<CH9PR20MB7788C539159B761703F43DABB4BB2@CH9PR20MB7788.namprd20.prod.outlook.com> | |||
| Klapach & Klapach: RE: Kickoff: Claude Team Setup (Tali removed the member) | Crimson IT | Sep 14, 2026, 12:12 PM | tali@klapachlaw.com | — | — | — | Recv:christi@crimsonit.com:<MW5PR20MB43788C0CE40D6C66D6B97E9CA3BB2@MW5PR20MB4378.namprd20.prod.outlook.com> | |||
| Fw: August Evaluation for Olusegun (Michuan asked Tue or Thu) | Ability First | Sep 14, 2026, 10:55 AM | mfleming@abilityfirst.org | — | — | — | Recv:christi@crimsonit.com:<DS4PR17MB7506DC0EBE429AFCB27E31FEB9BB2@DS4PR17MB7506.namprd17.prod.outlook.com> | |||
| Re: Checking in on your printer access issue (user feedback) | SCHARP | Sep 14, 2026, 9:31 AM | lizeth.velazco@scharpca.org | 969737 | — | — | Recv:christi@crimsonit.com:<CAFYpTvhK12K-hOMo91BaLMe1AwUGDJk87LFScZkZZ7U0KpXK6w@mail.gmail.com> | |||
| Re: Microsoft Access (Alex Dukhovny confirmed session) | Intratem | Sep 14, 2026, 9:09 AM | adukhovny@intratem.com | — | — | — | Recv:christi@crimsonit.com:<DS4SPRMB004035E00D72D5EAC1225766D4BB2@DS4SPRMB0040.namprd18.prod.outlook.com> | |||
| RE: Zoom (Darva agreed to meet Monday) | SCHARP | Sep 11, 2026, 1:50 PM | darva.coleman@scharpca.org | — | — | — | Recv:christi@crimsonit.com:<1266604e0d1ff2727f6c4350249356c7@mail.gmail.com> | |||
| RE: August Evaluation for Olusegun (Goodwill SoCal acknowledged) | Ability First | Sep 11, 2026, 1:04 PM | tvanmetter@goodwillsocal.org | — | — | — | Recv:christi@crimsonit.com:<SJ0PR18MB5086455B8FF39B860E60ACD7D3BE2@SJ0PR18MB5086.namprd18.prod.outlook.com> | |||
| Klapach & Klapach: Re: Co-Pilot for Ariana (Copilot Business license added) | Crimson IT | Sep 11, 2026, 11:41 AM | christianrenz@crimsonit.com | 973756 | — | — | Recv:christi@crimsonit.com:<DS4PR17MB752953BC87D7248253DD6F0CBDBE2@DS4PR17MB7529.namprd17.prod.outlook.com> | |||
| RE: Availability Thu 9/10 with Gabriela (Alma: Gabriela in office, send invite if virtual) | Ability First | Sep 10, 2026, 10:16 AM | aperez@abilityfirst.org | — | — | — | Recv:christi@crimsonit.com:<CO6PR17MB49793959A35DE0A40B3CBED2AFBF2@CO6PR17MB4979.namprd17.prod.outlook.com> | |||
| Re: Request: Plaud Note Pro Purchase (Delia asked to chat) | Ability First | Sep 9, 2026, 4:44 PM | dvalenzuela@abilityfirst.org | 972795 | — | — | Recv:christi@crimsonit.com:<SA6PR17MB72255767FD668A59F02EEA7DC5B02@SA6PR17MB7225.namprd17.prod.outlook.com> | |||
| RE: AI training sessions videos (Kamyab proposed session dates; invites sent 9/9) | Cotsen Foundation | Sep 9, 2026, 2:51 PM | kamyab@cotsen.org | — | — | — | Recv:christi@crimsonit.com:<DS6PR01MB33246077B430AA913658B2CC24B3B02@DS6PR01MB332460.prod.exchangelabs.com> | |||
| Re: Laptops from Camp (Alex Zuniga confirmed drop-off) | Ability First | Sep 1, 2026, 8:53 PM | azuniga@abilityfirst.org | — | — | — | Recv:christi@crimsonit.com:<PH0PR17MB498619B4533FD6B2633BDAD2D9B72@PH0PR17MB4986.namprd17.prod.outlook.com> | |||
| Klapach & Klapach: Welcome to Microsoft 365 Copilot | Crimson IT | Sep 14, 2026, 6:24 PM | gretchen, martina, ariana; cc tali (@klapachlaw.com) | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB732208FD301459A6BACF60B626B1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Klapach & Klapach: Push Claude Desktop via RMM to 3 users | Crimson IT | Sep 14, 2026, 6:20 PM | help@crimsonit.com | 974346 | — | — | Sent:christi@crimsonit.com:<MN7PR17MB732208CA67AD31571FF9654C9CB1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| RE: Internet Connections at SCHARP Locations (thanks after approval) | SCHARP | Sep 14, 2026, 3:31 PM | jack.barbour@scharpca.org + SCHARP leadership cc | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB732208970680338358DDBDF122B1BB2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| RE: Internet Connections at SCHARP Locations (approval request) | SCHARP | Sep 14, 2026, 3:11 PM | jack.barbour@scharpca.org + SCHARP leadership cc | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB7322080E18388478D83A13F664B1BB2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Internet Connections at SCHARP Locations - Dr Barbour to approve. | SCHARP | Sep 14, 2026, 2:48 PM | jack.barbour, erin.hill, crystal.olivo, apollo.diaz, kashif.khan; cc jessica.crawford (@scharpca.org) | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB732208422296A440540C476FAFB1BB2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| RE: conflict message | Westwood Financial | Sep 14, 2026, 1:10 PM | Brett@westfin.com; george@crimsonit.com; help@crimsonit.com | 974281 | — | — | Sent:christi@crimsonit.com:<MN7PR17MB73220873BEDC3BE3FE69B5096DB1BB2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| RE: Zoom (Darva to stop by) | SCHARP | Sep 14, 2026, 12:09 PM | darva.coleman@scharpca.org | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB732208EA544B48A452DA8A1A74B1BB2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| RE: August Evaluation for Olusegun (availability: Tue only) | Ability First | Sep 14, 2026, 12:09 PM | mfleming@abilityfirst.org | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB73220859A9ED50D02E1389F686B1BB2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Klapach & Klapach: RE: Kickoff: Claude Team Setup (how to remove a member) | Crimson IT | Sep 14, 2026, 12:08 PM | tali@Klapachlaw.com | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB7322086E8953D1E40ADCB77489B1BB2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| RE: Checking in on your printer access issue | SCHARP | Sep 14, 2026, 9:43 AM | lizeth.velazco@scharpca.org | 969737 | — | — | Sent:christi@crimsonit.com:<MN7PR17MB732208FF6E32BF63EA4423E765B1BB2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| RE: Customer Thermometer: Red Alert! (SCHARP Crenshaw printing feedback) | SCHARP | Sep 14, 2026, 9:42 AM | Mike, Vincent, George, Montira, Charl, Olivia, Bekker, Pete (@crimsonit.com) | 969737 | — | — | Sent:christi@crimsonit.com:<MN7PR17MB7322089A8CB75EF1C9DD115401B1BB2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| RE: Outlook Inbox (H5 Data Centers / AdaptoInbox: Microsoft verification still pending) | Personal | Sep 14, 2026, 9:06 AM | Josh@h5datacenters.com | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB732208BA0FC7278EF3C3D88A91B1BB2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| FW: Smarsh Professional Archive firewall allowlist update by Sept 16 (EAP, Belay) | Crimson IT | Sep 14, 2026, 9:05 AM | help@crimsonit.com; montira@crimsonit.com; Anton@crimsonit.com | 974112 | — | — | Sent:christi@crimsonit.com:<MN7PR17MB732208CB3085B5CF1D59F0BA9EB1BB2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| RE: Microsoft Access (Intratem: session booked Mon 2:30 PM) | Intratem | Sep 14, 2026, 9:04 AM | adukhovny@intratem.com; Mike@crimsonit.com | — | — | — | Sent:christi@crimsonit.com:<MN7PR17MB732208B0EDA1826A96D30D8E47B1BB2@MN7PR17MB732208.namprd17.prod.outlook.com> | |||
| Reviewed AI tool behavior quirks and onboarding plan for Ariana, Gretchen, and Martina ahead of September 16 agents discussion. | Crimson IT | Sep 14, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec3SaAjj8iBKCzPx | NEST:Meeting:rec3SaAjj8iBKCzPx | |||
| Christi attended a parenting lecture on preventing underage alcohol and cannabis use covering parenting styles, risk factors, and actionable prevention strategies. | Crimson IT | Sep 14, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrL1Ze7NgRi5d2K | NEST:Meeting:recrL1Ze7NgRi5d2K | |||
| Lecture on resilient parenting covering emotional literacy, nature-based learning, and autonomy versus overcontrol in child development. | Crimson IT | Sep 14, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/receT9DMB9BMFg56x | NEST:Meeting:receT9DMB9BMFg56x | |||
| Personal narrative meeting about a foster care survivor's mission to break generational trauma and build a stable future for her children | Crimson IT | Sep 14, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recemTxgjX1Bwnf0d | NEST:Meeting:recemTxgjX1Bwnf0d | |||
| Internal sync covering staffing and legal risks at Scharp, a closed printer ticket, and AI project status updates across Cotsen, Clappage, Westfin, Avalon, Barker, and Karney. | Crimson IT | Sep 11, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQOBIOSwDGbvLeD | NEST:Meeting:recQOBIOSwDGbvLeD | |||
| Consultation reviewing Claude AI task outputs and WhisperFlow dictation setup, with focus on prompt refinement, data mismatch handling, and resolving a WhisperFlow transcription failure | Crimson IT | Sep 11, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdRCLlYNZjwSS9R | NEST:Meeting:recdRCLlYNZjwSS9R | |||
| Consultation to automate Holly's law firm financial tracking by replacing a manual Excel and Outlook process with a centralized Airtable database and AI-driven data migration using Claude. | Crimson IT | Sep 10, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjTxoCV6Fg8tm71 | NEST:Meeting:recjTxoCV6Fg8tm71 | |||
| Christi delivered an AI productivity coaching session covering her custom Claude agent OS, transcription tool comparisons, a Claude Premium upgrade, and scheduling of recurring training meetings through end of October. | Crimson IT | Sep 11, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAEJ8ZiZaLliulp | NEST:Meeting:recAEJ8ZiZaLliulp | |||
| Virtual new student orientation for Options for Youth Day online program covering platform, credit system, expectations, resources, and next steps for families enrolling in the 2026-2027 school year. | Crimson IT | Sep 8, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9QpCMZ78C9ctNh | NEST:Meeting:rec9QpCMZ78C9ctNh | |||
| Christi and Evan rescheduled technical session to Sept 9, aligned on GitHub setup for Evan's colleague, Claude account access plan, and adding ~5 hours to existing Claude project SOW quote. | Crimson IT | Sep 8, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recatrgNBgnhDmaa2 | NEST:Meeting:recatrgNBgnhDmaa2 | |||
| { "client": "SCHARP", "ledger_summary": "IT infrastructure review covering cloud migration planning, colo bandwidth blocking DR, AD retirement, tool consolidation, telecom refresh, and budget alig | Crimson IT | Sep 8, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rectNFX9bLWzAOn7z | NEST:Meeting:rectNFX9bLWzAOn7z | |||
| Meeting to plan transition of equipment forms for phones and laptops from paper to DocuSign with automatic help desk ticket attachment for audit compliance. | Crimson IT | Sep 8, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recJYB4RtMqnRIk0u | NEST:Meeting:recJYB4RtMqnRIk0u | |||
| Christi demonstrated connecting third-party apps to Claude Cloud via Connectors using Zoom as the example, covered popular connector use cases, and previewed a Power Automate demo scheduled for 2026-09-16. | Crimson IT | Sep 9, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recV2EdBIHTlYvxnV | NEST:Meeting:recV2EdBIHTlYvxnV | |||
| Online high school orientation for Ladonia covering Edmentum attendance rules, Zoom check-in schedule, Economics course assignment, and plagiarism policy; graduation plan deferred pending transcripts. | Crimson IT | Sep 8, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5xgkHlNwHkyj29 | NEST:Meeting:rec5xgkHlNwHkyj29 | |||
| Discussed Claude AI implementation status, security and DLP review, pilot program structure for 12 users, and scheduled initial AI training for September 24 2026 | Crimson IT | Sep 9, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recX0JG7t6n04bhGZ | NEST:Meeting:recX0JG7t6n04bhGZ | |||
| Multi-party meeting to address Angelique's THC use during pregnancy, foster care case closure risk, W rate policy, infant caregiving readiness, and contingency planning before her anticipated delivery. | Crimson IT | Sep 3, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvLPNBIyoxzFHUN | NEST:Meeting:recvLPNBIyoxzFHUN | |||
| Christi trained Evan on the Claude-GitHub-Azure development workflow, covering code migration from Base 44, branch strategy, security enforcement, and rollout planning for Westwood's app. | Crimson IT | Sep 3, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmVBSMEp2v1tW0K | NEST:Meeting:recmVBSMEp2v1tW0K | |||
| { "client": "Internal", "ledger_summary": "Internal weekly ops meeting covering resource planning for prospective Baby to Baby account, project status updates, team stress and ticket metrics, and | Crimson IT | Sep 4, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec4Ex0qg7ZNx9lEe | NEST:Meeting:rec4Ex0qg7ZNx9lEe | |||
| Support team meeting for Ladonia (Don) to plan her transition to an online high school, credit recovery strategy, college exploration, and career goals in juvenile probation and social work. | Crimson IT | Aug 31, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5rNDGL76kymoEd | NEST:Meeting:rec5rNDGL76kymoEd | |||
| Christi delivered Session 1 of an introductory AI training series to the Cotsen team covering LLM fundamentals, prompting frameworks, data protection, and safe use of Microsoft Copilot vs personal AI tools. | Cotsen Foundation | Sep 3, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recShWOPe2ZnGDoNs | NEST:Meeting:recShWOPe2ZnGDoNs | |||
| Christi led an AI prompt engineering, governance, and Copilot adoption session covering prompt libraries, Shadow IT controls, permission sprawl, and post-deployment governance best practices. | Alere | Sep 3, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec2YrKdzgdg02JJ2 | NEST:Meeting:rec2YrKdzgdg02JJ2 | |||
| Academic lecture on prenatal substance exposure risks reviewed by Christi Brown covering biological mechanisms, trimester impacts, substance-specific harms, and prevention messaging. | Crimson IT | Sep 7, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec6EukWRwAglnoGI | NEST:Meeting:rec6EukWRwAglnoGI | |||
| Apple laptop purchase for Charl blocked by 3-D Secure SMS mismatch on a personal card; Finance stepped in with a direct ZAR 47,999 transfer to resolve and exposed need for centralized procurement policy. | Crimson IT | Sep 4, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recw4euOcBygUjRXI | NEST:Meeting:recw4euOcBygUjRXI | |||
| Review of a training case study simulating a Shared Responsibility Plan meeting involving foster youth Tina, foster mother Carrie, and Tina's grandmother, with no Crimson IT or client business discussed. | Crimson IT | Sep 7, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recTLSJahPgvii4cV | NEST:Meeting:recTLSJahPgvii4cV | |||
| Internal admin and finance team meeting covering maternity leave transition for Elisa, construction project billing ownership, license renewals, and workload redistribution across admin and marketing. | Crimson IT | Sep 3, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFvtuVQUUB0NKby | NEST:Meeting:recFvtuVQUUB0NKby | |||
| 30-minute internal training session on Adobe Acrobat Pro daily tools and fillable form creation, including e-signature workflows and HIPAA compliance. | Crimson IT | Sep 4, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recNqzfCvtE6Sg2pP | NEST:Meeting:recNqzfCvtE6Sg2pP | |||
| Christi reviewed Adapto Inbox beta progress, multi-client budget strategies, an upcoming Google-to-Microsoft migration, a recent Microsoft/Cogent dual outage, and upcoming personal maternity leave for a new foster placement. | Crimson IT | Sep 2, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recOn23ChzHjtB2ou | NEST:Meeting:recOn23ChzHjtB2ou | |||
| ```json { "client": "Internal", "ledger_summary": "QOP Week 37 meeting covering project status across 20+ active engagements, billing closures, and team task assignments led by Seg in Julia's abse | Crimson IT | Sep 8, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recm0zNyZN2Zfiscc | NEST:Meeting:recm0zNyZN2Zfiscc | |||
| Month-end finance review covering Elisa's two-month leave transition to Hubert, payroll and AP training progress, AR collections status, and Newmark payment escalation deadline. | Crimson IT | Sep 3, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjSg0zJt2gi9uym | NEST:Meeting:recjSg0zJt2gi9uym | |||
| Child development lecture for teen parents covering newborn assessment, infant care, developmental periods, and trauma-informed support strategies | Crimson IT | Sep 7, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recljuKLoPmAwhlFY | NEST:Meeting:recljuKLoPmAwhlFY | |||
| Site visit follow-up covering amphitheater network repair, outdoor AP power increase, potential CareLogic migration, and redesign of accessible user instructions for Owl and conference room. | Ability First | Sep 2, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recR8mP7jEbTAQlxo | NEST:Meeting:recR8mP7jEbTAQlxo | |||
| Personal friendship confrontation between Christi and Amy over eroded trust, gossip concerns, a missed party, and a workplace pay dispute involving Christi's daughter Dom; friendship outcome uncertain. | Crimson IT | Sep 7, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbjw3qrExwbu7SY | NEST:Meeting:recbjw3qrExwbu7SY | |||
| Christi consulted with April on a competitive Microsoft licensing strategy for a new prospect, focusing on mitigating an October 1 legacy SKU margin reduction by consolidating 1,800 Office 365 E3 licenses into Microsoft 365 E5. | Crimson IT | Sep 3, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recGMJxQEZ7V0BOPk | NEST:Meeting:recGMJxQEZ7V0BOPk | |||
| Risk assessment and action plan for Daniela, a young mother who prematurely exited foster care into a Connecticut apartment with her partner Vysna and infant Elijah amid financial instability and behavioral risk factors. | Crimson IT | Sep 7, 2026, 11:00 AM | — | — | — | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recukBOwlIooSs1Vo | NEST:Meeting:recukBOwlIooSs1Vo |
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