| Loop | Track | Loop Type | Status | Next Move By | Counterparty | Source System | Source Base | Source Record ID | Source Link | Dedupe Key | Reconciliation Status | Confidence | First Seen | Last Touched | Next Touch | Detail | Notes | Promote to Task | Plaude Meeting | Contact | Client | Promoted Task | Days Since Touchedƒ | Stale Flagƒ | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Awaiting reply: Evan to update deployment record and APP_HOSTNAME | Evan Reiss (Westwood Financial) | — | — | Await:christi@crimsonit.com:<MN7PR17MB7322087D962EC255E9E63BF816B1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | Sep 15, 2026 | Sep 15, 2026 | Sep 18, 2026 | Christi asked Evan Reiss to update docs/deployment-record.md to mark migration 005 and the custom domain as done, and to change the APP_HOSTNAME variable in GitHub Actions from the green-hill address so the post-deploy smoke test exercises projecthub.westfin.com. Not confirmed done. | — | · | — | — | Westwood Financial | — | — | — | |||||||||
| Your move: configure monthly long-term retention on westwood-project-hub | Brett Johnston (Westwood Financial) | — | — | Yours:christi@crimsonit.com:<CH9PR20MB778814A14DC7E4701270ADB8B4BA2@CH9PR20MB7788.namprd20.prod.outlook.com> | Sep 15, 2026 | Sep 15, 2026 | Sep 18, 2026 | Christi offered to add monthly or yearly long-term retention restore points on top of the 30 day point-in-time restore for the westwood-project-hub database. Brett replied that monthly retention points make sense. Long-term retention was not yet configured. | — | · | — | — | Westwood Financial | — | — | — | |||||||||
| Your move: Brett needs a working Book-with-me link, joint session with Evan, and GitHub onboarding | Brett Johnston (Westwood Financial) | — | — | Yours:christi@crimsonit.com:<CH9PR20MB77884388716D95070B604C08B4BA2@CH9PR20MB7788.namprd20.prod.outlook.com> | Sep 15, 2026 | Sep 15, 2026 | Sep 18, 2026 | Brett Johnston reported the Book time with me link in Christi signature is not valid and asked for another so he can set up time for himself, Christi and Evan. He also wants a GitHub account and familiarity with the deployment process so he can stage a deployment when Evan is unavailable. Separately Brett wrote that Evan is fine with projects.westfin.com as the URL, while the host that went live the same day is projecthub.westfin.com; worth confirming which name Westwood wants. | — | · | — | — | Westwood Financial | — | — | — | |||||||||
| Awaiting reply: Professional Archive firewall allowlist check for SMARSH clients | Crimson help desk; Montira; Anton Mark | — | — | Await:christi@crimsonit.com:<MN7PR17MB732208CB3085B5CF1D59F0BA9EB1BB2@MN7PR17MB732208.namprd17.prod.outlook.com> | Sep 14, 2026 | Sep 15, 2026 | Sep 17, 2026 | On 2026-09-14 Christi forwarded the Professional Archive firewall allowlist notice to the help desk, Montira and Anton and asked the team to check it for the SMARSH clients, believed to be EAP and Belay. The vendor deadline in the notice is 2026-09-16. No confirmation received. | — | · | — | — | Crimson IT | — | — | — | |||||||||
| Awaiting reply: additional KnowBe4 training for malicious URL click alerts | Sean Du Plessis (citsecurity@crimsonit.com) | — | — | Await:ckbrown@abilityfirst.org:<LV9PR17MB78007BAA8EAE00C47D3904BCD8BA2@LV9PR17MB7800.namprd17.prod.outlook.com> | Sep 15, 2026 | Sep 15, 2026 | Sep 18, 2026 | Christi asked Sean Du Plessis on the AbilityFirst high-severity malicious URL click alert thread whether Crimson pushes any additional KnowBe4 training off these alerts, and if not, whether it can. No reply yet. | — | · | — | — | Ability First | — | — | — | |||||||||
| Evan to review and test PR4 locally to confirm it works as expected | Evan | reck0C51D9VUag2PC | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reck0C51D9VUag2PC | NEST:Meeting:reck0C51D9VUag2PC:loop0 | Sep 15, 2026 | Sep 15, 2026 | — | Evan needs to spin up a local server on localhost to preview PR4 before merging. | — | · | 09-15 Engineering Team Blocked by Basic GitHub Login Issue, Revealing Workflow Deficiencies | — | Crimson IT | — | — | — | |||||||||
| Evan to use GitHub Preview Stack feature to stack PR3 and PR4 and merge them together | Evan | reck0C51D9VUag2PC | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reck0C51D9VUag2PC | NEST:Meeting:reck0C51D9VUag2PC:loop2 | Sep 15, 2026 | Sep 15, 2026 | — | Christi demonstrated the Preview Stack workflow; Evan is responsible for executing the final merge stack. | — | · | 09-15 Engineering Team Blocked by Basic GitHub Login Issue, Revealing Workflow Deficiencies | — | Crimson IT | — | — | — | |||||||||
| Evan to review and test PR3 to confirm it is ready for merge | Evan | reck0C51D9VUag2PC | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reck0C51D9VUag2PC | NEST:Meeting:reck0C51D9VUag2PC:loop1 | Sep 15, 2026 | Sep 15, 2026 | — | PR3 is a dependent pull request that must be validated before stacking and merging with PR4. | — | · | 09-15 Engineering Team Blocked by Basic GitHub Login Issue, Revealing Workflow Deficiencies | — | Crimson IT | — | — | — | |||||||||
| Awaiting reply: Klapach & Klapach: Push Claude Desktop via RMM to 3 users | Crimson help desk (ticket 974346) | — | — | Await:christi@crimsonit.com:<MN7PR17MB732208CA67AD31571FF9654C9CB1BA2@MN7PR17MB732208.namprd17.prod.outlook.com> | Sep 14, 2026 | Sep 14, 2026 | Sep 17, 2026 | Christi asked the help desk to silently push the Claude desktop app to Ariana, Gretchen and Martina at Klapach & Klapach, pin it to the taskbar before Tali's walkthrough, and confirm when done. Ticket 974346 was in Pre-Process at last check. | — | · | — | — | Crimson IT | — | — | — | |||||||||
| Your move: email app drafting replies to Sent Items (Brett, Westwood) | Brett Johnston, Westwood Financial | — | — | Yours:christi@crimsonit.com:<CH9PR20MB7788C539159B761703F43DABB4BB2@CH9PR20MB7788.namprd20.prod.outlook.com> | Sep 14, 2026 | Sep 14, 2026 | Sep 17, 2026 | Brett reported on 9/14 that with Draft Replies turned off for his inbox, the email app still drafts replies to messages in his Sent Items. Christi's reply (ticket 974281) covered only the Outlook conflict message. | — | · | — | — | Westwood Financial | — | — | — | |||||||||
| Your move: meeting with new hire Gabriela (Alma Perez, AF HR) | Alma Perez, AbilityFirst HR | — | — | Yours:christi@crimsonit.com:<CO6PR17MB49793959A35DE0A40B3CBED2AFBF2@CO6PR17MB4979.namprd17.prod.outlook.com> | Sep 10, 2026 | Sep 10, 2026 | Sep 16, 2026 | Christi offered 10 AM Thursday 9/10 to spend time with Gabriela. On 9/10 Alma said Gabriela was in the office expecting her and asked Christi to advise, or send an invite if virtual. No invite or calendar event found; it may have been handled in person. | — | · | — | — | Ability First | — | — | — | |||||||||
| Your move: Plaud Note Pro purchase request (Delia Valenzuela) | Delia Valenzuela, AbilityFirst | — | — | Yours:christi@crimsonit.com:<SA6PR17MB72255767FD668A59F02EEA7DC5B02@SA6PR17MB7225.namprd17.prod.outlook.com> | Sep 9, 2026 | Sep 9, 2026 | Sep 16, 2026 | Christi asked Delia on 9/9 for a quick discussion about her Plaud Note Pro request. Delia said she was free after 12:30 and asked "are you free to chat?". No email, invite, or ticket note shows the talk happened; it may have happened in person. Ticket 972795 is Closed - Silent. | — | · | — | — | Ability First | — | — | — | |||||||||
| Your move: August evaluation for Olusegun (Goodwill SoCal) | Tim Van Metter, Goodwill SoCal (with Michuan Fleming) | — | — | Yours:christi@crimsonit.com:<SJ0PR18MB5086455B8FF39B860E60ACD7D3BE2@SJ0PR18MB5086.namprd18.prod.outlook.com> | Sep 11, 2026 | Sep 14, 2026 | Sep 16, 2026 | On 9/11 Christi told Tim she would sync with Michuan and get back to him later that day or Monday. On 9/14 Michuan asked about Tuesday or Thursday and Christi offered Tuesday 9/15. The response to Goodwill is still owed. | 2026-09-16 April sent sweep: scheduled. Tim Van Metter visit to Ability First is on the calendar for 2026-09-22 12:00 at AbilityFirst, 789 N Fair Oaks Ave, Pasadena. Michuan Fleming confirmed the time and asked for an invite; confirm the invite reached Tim and Michuan. | · | — | — | Ability First | — | — | — | |||||||||
| Your move: Digital Realty LAX11 bandwidth proposal (200 Mb) | Caitlin Dwyer, Digital Realty | — | — | Yours:Christi.brown@scharpca.org:<MIWPR09MB1728443DDF0B69679EE7A42031C6BB2@MIWPR09MB172844.eurprd09.prod.outlook.com> | Sep 9, 2026 | Sep 14, 2026 | Sep 17, 2026 | Christi asked Digital Realty to raise the SCHARP LAX11 connection (currently 50 Mb) and chose 200 Mb ($900/mo) on 9/9. Caitlin Dwyer sent the proposal on 9/14 and asked how Christi wants to proceed. No reply, signature, or ticket note found yet. Note: the cc address gcc@digitalreality.com is misspelled and bounced. | — | · | — | — | SCHARP | — | — | — | |||||||||
| Investigate why the AI desktop app pauses long-running tasks and requires a user click to resume rather than running automatically in the background | Clapich Law | rec3SaAjj8iBKCzPx | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec3SaAjj8iBKCzPx | NEST:Meeting:rec3SaAjj8iBKCzPx:loop5 | Sep 15, 2026 | Sep 14, 2026 | — | Christi confirmed this pause-and-wait behavior is abnormal; no fix or owner was formally assigned during the meeting. | — | · | 09-14 Meeting: AI System Functionality and Team Onboarding | — | Crimson IT | — | — | — | |||||||||
| Review Speaker 1's Airtable project on September 16 if time permits after agents discussion | Clapich Law | rec3SaAjj8iBKCzPx | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec3SaAjj8iBKCzPx | NEST:Meeting:rec3SaAjj8iBKCzPx:loop4 | Sep 15, 2026 | Sep 14, 2026 | Sep 16, 2026 | Airtable review is a secondary agenda item for Wednesday, contingent on time remaining after the agents discussion. | — | · | 09-14 Meeting: AI System Functionality and Team Onboarding | — | Crimson IT | — | — | — | |||||||||
| Train Ariana, Gretchen, and Martina on the new AI tools | Clapich Law | rec3SaAjj8iBKCzPx | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec3SaAjj8iBKCzPx | NEST:Meeting:rec3SaAjj8iBKCzPx:loop2 | Sep 15, 2026 | Sep 14, 2026 | Sep 16, 2026 | Speaker 1 will lead team training; team members should use company-provided tools rather than ChatGPT. | — | · | 09-14 Meeting: AI System Functionality and Team Onboarding | — | Crimson IT | — | — | — | |||||||||
| Lead AI agents discussion with Ariana on September 16 | Clapich Law | rec3SaAjj8iBKCzPx | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec3SaAjj8iBKCzPx | NEST:Meeting:rec3SaAjj8iBKCzPx:loop3 | Sep 15, 2026 | Sep 14, 2026 | Sep 16, 2026 | Christi is preparing updates for Claude and Copilot; agents topic was postponed from this session to Wednesday. | — | · | 09-14 Meeting: AI System Functionality and Team Onboarding | — | Crimson IT | — | — | — | |||||||||
| Send meeting invitation for September 16 to Ariana at Ariana@clapichlaw.com | Clapich Law | rec3SaAjj8iBKCzPx | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec3SaAjj8iBKCzPx | NEST:Meeting:rec3SaAjj8iBKCzPx:loop1 | Sep 15, 2026 | Sep 14, 2026 | Sep 15, 2026 | Ariana needs a formal invite to the Wednesday agents discussion session. | — | · | 09-14 Meeting: AI System Functionality and Team Onboarding | — | Crimson IT | — | — | — | |||||||||
| Deploy Claude desktop app to Ariana's, Gretchen's, and Martina's computers remotely | Clapich Law | rec3SaAjj8iBKCzPx | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec3SaAjj8iBKCzPx | NEST:Meeting:rec3SaAjj8iBKCzPx:loop0 | Sep 15, 2026 | Sep 14, 2026 | Sep 16, 2026 | Christi's team will handle remote installation ahead of the September 16 meeting. | — | · | 09-14 Meeting: AI System Functionality and Team Onboarding | — | Crimson IT | — | — | — | |||||||||
| Define specific consequences for rule violations and align all parents and guardians on consistent enforcement | Co-parent or guardian | recrL1Ze7NgRi5d2K | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrL1Ze7NgRi5d2K | NEST:Meeting:recrL1Ze7NgRi5d2K:loop2 | Sep 14, 2026 | Sep 14, 2026 | Sep 21, 2026 | Assignment 3 from lecture; consequences must be agreed upon in advance and applied consistently across all adults in household | — | · | 09-14 Lecture: Parenting Strategies to Prevent Underage Alcohol and Cannabis Use | — | Crimson IT | — | — | — | |||||||||
| Set a recurring weekly or biweekly check-in with child to maintain open communication and revisit plans as situations evolve | Child | recrL1Ze7NgRi5d2K | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrL1Ze7NgRi5d2K | NEST:Meeting:recrL1Ze7NgRi5d2K:loop5 | Sep 14, 2026 | Sep 14, 2026 | Sep 21, 2026 | Assignment 6 from lecture; sustained dialogue is positioned as a core prevention mechanism, not a one-time conversation | — | · | 09-14 Lecture: Parenting Strategies to Prevent Underage Alcohol and Cannabis Use | — | Crimson IT | — | — | — | |||||||||
| Practice role-playing with child to prepare at least three go-to scripts for responding to peer pressure and challenging scenarios | Child | recrL1Ze7NgRi5d2K | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrL1Ze7NgRi5d2K | NEST:Meeting:recrL1Ze7NgRi5d2K:loop4 | Sep 14, 2026 | Sep 14, 2026 | Sep 21, 2026 | Assignment 5 from lecture; equipping teens with rehearsed responses improves decision-making under social pressure | — | · | 09-14 Lecture: Parenting Strategies to Prevent Underage Alcohol and Cannabis Use | — | Crimson IT | — | — | — | |||||||||
| Schedule and hold a dedicated conversation with child about alcohol and cannabis by 2026-09-21, including topics child cares about to build rapport | Child | recrL1Ze7NgRi5d2K | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrL1Ze7NgRi5d2K | NEST:Meeting:recrL1Ze7NgRi5d2K:loop0 | Sep 14, 2026 | Sep 14, 2026 | Sep 21, 2026 | Assignment 1 from lecture; conversation should cover substance use risks and connect on child's interests to strengthen relationship | — | · | 09-14 Lecture: Parenting Strategies to Prevent Underage Alcohol and Cannabis Use | — | Crimson IT | — | — | — | |||||||||
| Establish and document a clear family rule of no alcohol or cannabis before age 21 and review it with child including rationale | Child | recrL1Ze7NgRi5d2K | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrL1Ze7NgRi5d2K | NEST:Meeting:recrL1Ze7NgRi5d2K:loop1 | Sep 14, 2026 | Sep 14, 2026 | Sep 21, 2026 | Assignment 2 from lecture; rule should be written, explained with reasoning, not just stated as a mandate | — | · | 09-14 Lecture: Parenting Strategies to Prevent Underage Alcohol and Cannabis Use | — | Crimson IT | — | — | — | |||||||||
| Audit home to remove or secure alcohol and ensure cannabis is not accessible; reassess monthly | Christi | recrL1Ze7NgRi5d2K | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrL1Ze7NgRi5d2K | NEST:Meeting:recrL1Ze7NgRi5d2K:loop3 | Sep 14, 2026 | Sep 14, 2026 | Sep 21, 2026 | Assignment 4 from lecture; lecture emphasizes that home accessibility increases frequency and quantity of underage drinking | — | · | 09-14 Lecture: Parenting Strategies to Prevent Underage Alcohol and Cannabis Use | — | Crimson IT | — | — | — | |||||||||
| Holly to update credit card information in the Claude account | Holly | recjTxoCV6Fg8tm71 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjTxoCV6Fg8tm71 | NEST:Meeting:recjTxoCV6Fg8tm71:loop6 | Sep 11, 2026 | Sep 10, 2026 | Sep 11, 2026 | Billing information in Claude account needs to be updated before continued use of the AI tool. | — | · | 09-10 Consultation: Holly - Automating Financial Data with Airtable and AI | — | Crimson IT | — | — | — | |||||||||
| Investigate WhisperFlow transcription failure and determine whether reinstallation or network fix is needed | Client | recdRCLlYNZjwSS9R | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdRCLlYNZjwSS9R | NEST:Meeting:recdRCLlYNZjwSS9R:loop1 | Sep 11, 2026 | Sep 11, 2026 | — | WhisperFlow appeared to listen but did not transcribe dictated text; possible causes are network connectivity or software issue requiring reinstall | — | · | 09-11 Consultation: AI Workflow Automation with Claude and WhisperFlow | — | Crimson IT | — | — | — | |||||||||
| Send Holly the meeting transcript and notes from this session | Holly | recjTxoCV6Fg8tm71 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjTxoCV6Fg8tm71 | NEST:Meeting:recjTxoCV6Fg8tm71:loop9 | Sep 11, 2026 | Sep 10, 2026 | Sep 10, 2026 | Standard post-session follow-up to ensure client has full record of the consultation. | — | · | 09-10 Consultation: Holly - Automating Financial Data with Airtable and AI | — | Crimson IT | — | — | — | |||||||||
| Follow up on Jimbo 9000 quote signature status with Avalon and schedule integration discussion | Avalon | recQOBIOSwDGbvLeD | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQOBIOSwDGbvLeD | NEST:Meeting:recQOBIOSwDGbvLeD:loop1 | Sep 11, 2026 | Sep 11, 2026 | — | Avalon wants to connect Jimbo 9000 to Claude but has not yet signed the quote. Unsigned contract poses risk of project delay or cancellation. Staff training discussions are covered under existing agreement. | — | · | 09-11 Meeting: Internal Staffing Risks at Sharp, Service Ticket Review, and AI Project Updates | — | Crimson IT | — | — | — | |||||||||
| Craft and provide precise prompt wording so Claude asks for clarification when it encounters mismatched client data | Client | recdRCLlYNZjwSS9R | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdRCLlYNZjwSS9R | NEST:Meeting:recdRCLlYNZjwSS9R:loop0 | Sep 11, 2026 | Sep 11, 2026 | — | Client expects Claude to proactively flag uncertain matches rather than making incorrect assumptions during data processing | — | · | 09-11 Consultation: AI Workflow Automation with Claude and WhisperFlow | — | Crimson IT | — | — | — | |||||||||
| Coordinate and schedule advanced AI training for Cotsen including Copilot Studio sessions | Cotsen | recQOBIOSwDGbvLeD | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQOBIOSwDGbvLeD | NEST:Meeting:recQOBIOSwDGbvLeD:loop3 | Sep 11, 2026 | Sep 11, 2026 | — | Cotsen is satisfied with training received and has requested more advanced sessions. Christi has already begun scheduling additional sessions covering topics such as Copilot Studio. | — | · | 09-11 Meeting: Internal Staffing Risks at Sharp, Service Ticket Review, and AI Project Updates | — | Crimson IT | — | — | — | |||||||||
| Support Evan on final component of Westfin project and validate app deployment within Microsoft tenancy | Westfin | recQOBIOSwDGbvLeD | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQOBIOSwDGbvLeD | NEST:Meeting:recQOBIOSwDGbvLeD:loop4 | Sep 11, 2026 | Sep 11, 2026 | — | Evan is building his own app within the Microsoft tenancy as the final component of the Westfin AI project. Christi is collaborating with him to complete it. | — | · | 09-11 Meeting: Internal Staffing Risks at Sharp, Service Ticket Review, and AI Project Updates | — | Crimson IT | — | — | — | |||||||||
| Review the meeting note-taker copilot feature and report to client on how it works | Client | recdRCLlYNZjwSS9R | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdRCLlYNZjwSS9R | NEST:Meeting:recdRCLlYNZjwSS9R:loop3 | Sep 11, 2026 | Sep 11, 2026 | — | Christi uses a meeting facilitator tool that transcribes and organizes notes into OneNote; client wants to understand how the feature functions | — | · | 09-11 Consultation: AI Workflow Automation with Claude and WhisperFlow | — | Crimson IT | — | — | — | |||||||||
| Investigate third-party integration tools such as Zapier or Make for connecting Clio and LawPay once direct API connectors are ready | Holly | recjTxoCV6Fg8tm71 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjTxoCV6Fg8tm71 | NEST:Meeting:recjTxoCV6Fg8tm71:loop10 | Sep 11, 2026 | Sep 10, 2026 | — | Direct API connectors for Clio and LawPay are not yet functional; third-party low-code tools may provide a faster and more stable integration path. | — | · | 09-10 Consultation: Holly - Automating Financial Data with Airtable and AI | — | Crimson IT | — | — | — | |||||||||
| Track AI work dependencies for Barker and Karney; await Karney decision around September 23 and align next steps post-Barker transition | Karney | recQOBIOSwDGbvLeD | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQOBIOSwDGbvLeD | NEST:Meeting:recQOBIOSwDGbvLeD:loop2 | Sep 11, 2026 | Sep 11, 2026 | Sep 23, 2026 | AI work for both Barker and Karney is on hold pending Barker's organizational transition and an expected decision from Karney around September 23. | — | · | 09-11 Meeting: Internal Staffing Risks at Sharp, Service Ticket Review, and AI Project Updates | — | Crimson IT | — | — | — | |||||||||
| Send Holly information about Christi's resource website and provide introductions to Independent Living Program contacts | Holly | recjTxoCV6Fg8tm71 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjTxoCV6Fg8tm71 | NEST:Meeting:recjTxoCV6Fg8tm71:loop8 | Sep 11, 2026 | Sep 10, 2026 | Sep 11, 2026 | Holly expressed interest in volunteering her estate planning and financial literacy expertise with youth in the foster care system; Christi has personal connections in this area. | — | · | 09-10 Consultation: Holly - Automating Financial Data with Airtable and AI | — | Crimson IT | — | — | — | |||||||||
| Establish dual-track training plan for Jeff's team and ensure Jeff accepts Claude invitation before next session | Counterparty | recQOBIOSwDGbvLeD | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQOBIOSwDGbvLeD | NEST:Meeting:recQOBIOSwDGbvLeD:loop5 | Sep 11, 2026 | Sep 11, 2026 | — | Training stalled due to large knowledge gap between Jeff and his staff. Jeff stopped the session citing too many acronyms; simplifying lost the rest of the group. Jeff also lacks Claude access due to not accepting the invitation. Christi now prefers to route communications through Jason. | — | · | 09-11 Meeting: Internal Staffing Risks at Sharp, Service Ticket Review, and AI Project Updates | — | Crimson IT | — | — | — | |||||||||
| Add outstanding invoice tracking columns in Airtable to build the collection accelerator feature | Holly | recjTxoCV6Fg8tm71 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjTxoCV6Fg8tm71 | NEST:Meeting:recjTxoCV6Fg8tm71:loop3 | Sep 11, 2026 | Sep 10, 2026 | Sep 11, 2026 | Current system has no mechanism to track unpaid invoices; new Airtable structure should include date sent and amount outstanding fields. | — | · | 09-10 Consultation: Holly - Automating Financial Data with Airtable and AI | — | Crimson IT | — | — | — | |||||||||
| Locate and share the WhisperFlow mute-mic-while-dictating setting with client | Client | recdRCLlYNZjwSS9R | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdRCLlYNZjwSS9R | NEST:Meeting:recdRCLlYNZjwSS9R:loop2 | Sep 11, 2026 | Sep 11, 2026 | — | Client identified this as a favorite feature for privacy during Teams meetings; Christi could not locate it during the call and committed to follow up | — | · | 09-11 Consultation: AI Workflow Automation with Claude and WhisperFlow | — | Crimson IT | — | — | — | |||||||||
| New team members Gretchen and Martinus Clavichord to accept pending invitations to the Claude account | Holly | recjTxoCV6Fg8tm71 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjTxoCV6Fg8tm71 | NEST:Meeting:recjTxoCV6Fg8tm71:loop7 | Sep 11, 2026 | Sep 10, 2026 | Sep 11, 2026 | Invitations have been sent; Christi should confirm acceptance before the next session to ensure full team access is in place. | — | · | 09-10 Consultation: Holly - Automating Financial Data with Airtable and AI | — | Crimson IT | — | — | — | |||||||||
| Schedule and conduct next meeting on September 11, 2026 at 10:00 AM to connect Airtable to Claude and begin data migration | Holly | recjTxoCV6Fg8tm71 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjTxoCV6Fg8tm71 | NEST:Meeting:recjTxoCV6Fg8tm71:loop1 | Sep 11, 2026 | Sep 10, 2026 | Sep 11, 2026 | Next session is already scheduled to advance the technical integration and start processing the four-month data backlog. | — | · | 09-10 Consultation: Holly - Automating Financial Data with Airtable and AI | — | Crimson IT | — | — | — | |||||||||
| Meet with Talia from Clappage at 10 a.m. today to continue Airtable and Claude app development | Clappage | recQOBIOSwDGbvLeD | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQOBIOSwDGbvLeD | NEST:Meeting:recQOBIOSwDGbvLeD:loop0 | Sep 11, 2026 | Sep 11, 2026 | Sep 11, 2026 | Christi is teaching Talia to build an app that consolidates payment information from various sources, replacing spreadsheets. | — | · | 09-11 Meeting: Internal Staffing Risks at Sharp, Service Ticket Review, and AI Project Updates | — | Crimson IT | — | — | — | |||||||||
| Send Holly follow-up information on Airtable Team plan and its security and HIPAA compliance features | Holly | recjTxoCV6Fg8tm71 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjTxoCV6Fg8tm71 | NEST:Meeting:recjTxoCV6Fg8tm71:loop0 | Sep 11, 2026 | Sep 10, 2026 | Sep 11, 2026 | Holly is moving to cloud-based storage for the first time and has significant confidentiality concerns; Airtable was noted as HIPAA compliant but documentation should be provided. | — | · | 09-10 Consultation: Holly - Automating Financial Data with Airtable and AI | — | Crimson IT | — | — | — | |||||||||
| Prepare training plan for Karen on using new Airtable payment submission forms | Holly | recjTxoCV6Fg8tm71 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjTxoCV6Fg8tm71 | NEST:Meeting:recjTxoCV6Fg8tm71:loop4 | Sep 11, 2026 | Sep 10, 2026 | — | Karen is the primary staff member responsible for data entry in the new system; structured form-based entry replaces ad hoc email and spreadsheet processes. | — | · | 09-10 Consultation: Holly - Automating Financial Data with Airtable and AI | — | Crimson IT | — | — | — | |||||||||
| Confirm exact criteria Holly uses to differentiate regular versus high-net-worth estate plan clients | Holly | recjTxoCV6Fg8tm71 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjTxoCV6Fg8tm71 | NEST:Meeting:recjTxoCV6Fg8tm71:loop5 | Sep 11, 2026 | Sep 10, 2026 | Sep 11, 2026 | High-net-worth clients are currently tracked in a separate Advanced Tax Planning tab in the CSR Google Sheet; the field definition must be codified in Airtable for accurate dashboard segmentation. | — | · | 09-10 Consultation: Holly - Automating Financial Data with Airtable and AI | — | Crimson IT | — | — | — | |||||||||
| Investigate why Claude is failing to parse insurance commission data from spreadsheets and guide Holly on directing AI to the correct file | Holly | recjTxoCV6Fg8tm71 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjTxoCV6Fg8tm71 | NEST:Meeting:recjTxoCV6Fg8tm71:loop2 | Sep 11, 2026 | Sep 10, 2026 | Sep 11, 2026 | Insurance commission data sits at the bottom of a spreadsheet and is being missed entirely during AI analysis, causing incomplete financial reporting. | — | · | 09-10 Consultation: Holly - Automating Financial Data with Airtable and AI | — | Crimson IT | — | — | — | |||||||||
| User to send Christi email authorizing Microsoft Copilot activation for Ariana | User (unidentified) | recAEJ8ZiZaLliulp | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAEJ8ZiZaLliulp | NEST:Meeting:recAEJ8ZiZaLliulp:loop5 | Sep 11, 2026 | Sep 11, 2026 | — | User recognized that AI email management via Copilot would benefit their colleague Ariana, who is inundated with email and lacks an executive assistant. Authorization email required before activation. | — | · | 09-11 AI-Powered Workflow Optimization and Tool Integration | — | Crimson IT | — | — | — | |||||||||
| Include Karen Guerieri on recurring calendar meeting invites | Karen Guerieri | recAEJ8ZiZaLliulp | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAEJ8ZiZaLliulp | NEST:Meeting:recAEJ8ZiZaLliulp:loop2 | Sep 11, 2026 | Sep 11, 2026 | — | Action item from session to ensure Karen Guerieri is included on the recurring meeting series invites. | — | · | 09-11 AI-Powered Workflow Optimization and Tool Integration | — | Crimson IT | — | — | — | |||||||||
| User to provide context-specific answers to AI data queries for financial entries for Susan Kaplan, Matthew Onion, and Bruce Isaacson | User (unidentified) | recAEJ8ZiZaLliulp | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAEJ8ZiZaLliulp | NEST:Meeting:recAEJ8ZiZaLliulp:loop8 | Sep 11, 2026 | Sep 11, 2026 | — | Claude was processing a large financial data task during the session and required user-supplied clarifications about client entries to proceed. | — | · | 09-11 AI-Powered Workflow Optimization and Tool Integration | — | Crimson IT | — | — | — | |||||||||
| Set up recurring Monday and Wednesday 5:00 PM meetings through end of October | User (unidentified) | recAEJ8ZiZaLliulp | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAEJ8ZiZaLliulp | NEST:Meeting:recAEJ8ZiZaLliulp:loop3 | Sep 11, 2026 | Sep 11, 2026 | — | Recurring meeting series established to facilitate ongoing AI training and system implementation coaching. | — | · | 09-11 AI-Powered Workflow Optimization and Tool Integration | — | Crimson IT | — | — | — | |||||||||
| User to enable Start Transcription facilitator feature in Microsoft Teams meetings | User (unidentified) | recAEJ8ZiZaLliulp | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAEJ8ZiZaLliulp | NEST:Meeting:recAEJ8ZiZaLliulp:loop7 | Sep 11, 2026 | Sep 11, 2026 | — | Christi demonstrated Copilot facilitator for live transcription and meeting recaps. User to begin activating this for their own Teams meetings. | — | · | 09-11 AI-Powered Workflow Optimization and Tool Integration | — | Crimson IT | — | — | — | |||||||||
| Coach user on setting up Claude AI agents and integrating email automation into Airtable during recurring meetings | User (unidentified) | recAEJ8ZiZaLliulp | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAEJ8ZiZaLliulp | NEST:Meeting:recAEJ8ZiZaLliulp:loop4 | Sep 11, 2026 | Sep 11, 2026 | — | Structured coaching on replicating Christi's agent network and Airtable integration will be delivered across the recurring session series. | — | · | 09-11 AI-Powered Workflow Optimization and Tool Integration | — | Crimson IT | — | — | — | |||||||||
| User to implement scheduled AI agents connecting email sources such as Clio directly to Airtable | User (unidentified) | recAEJ8ZiZaLliulp | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAEJ8ZiZaLliulp | NEST:Meeting:recAEJ8ZiZaLliulp:loop6 | Sep 11, 2026 | Sep 11, 2026 | — | User tasked with setting up automated pipelines from incoming email sources into Airtable for processing, with Christi coaching during recurring meetings. | — | · | 09-11 AI-Powered Workflow Optimization and Tool Integration | — | Crimson IT | — | — | — | |||||||||
| Provide Wi-Fi optimization tips to the user | User (unidentified) | recAEJ8ZiZaLliulp | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAEJ8ZiZaLliulp | NEST:Meeting:recAEJ8ZiZaLliulp:loop0 | Sep 11, 2026 | Sep 11, 2026 | — | User moved away from router during session to avoid construction noise, causing slow remote access. Christi offered to share Wi-Fi tips at a later date. | — | · | 09-11 AI-Powered Workflow Optimization and Tool Integration | — | Crimson IT | — | — | — | |||||||||
| Conduct Microsoft Copilot training class for user and their staff | User (unidentified) | recAEJ8ZiZaLliulp | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAEJ8ZiZaLliulp | NEST:Meeting:recAEJ8ZiZaLliulp:loop1 | Sep 11, 2026 | Sep 11, 2026 | — | Christi committed to demonstrating Microsoft Copilot features including the Teams facilitator transcription and recap capabilities. | — | · | 09-11 AI-Powered Workflow Optimization and Tool Integration | — | Crimson IT | — | — | — | |||||||||
| Christi AI email management tool pending Microsoft certification for business account deployment | Microsoft | recAEJ8ZiZaLliulp | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAEJ8ZiZaLliulp | NEST:Meeting:recAEJ8ZiZaLliulp:loop9 | Sep 11, 2026 | Sep 11, 2026 | — | Christi's beta AI email categorization and reply-drafting tool is ready for personal Outlook and Google accounts but cannot be deployed to business accounts until Microsoft certification is granted. | — | · | 09-11 AI-Powered Workflow Optimization and Tool Integration | — | Crimson IT | — | — | — | |||||||||
| Send blank digital forms for phones and computers to Speaker 1 | Speaker 2 | recJYB4RtMqnRIk0u | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recJYB4RtMqnRIk0u | NEST:Meeting:recJYB4RtMqnRIk0u:loop0 | Sep 8, 2026 | Sep 8, 2026 | — | Speaker 2 confirmed they have the blank digital forms and committed to sending them to Speaker 1 to begin DocuSign integration. | — | · | 09-08 Meeting: Transition to DocuSign for Equipment Forms and Help Desk Ticket Integration | — | Crimson IT | — | — | — | |||||||||
| Talia to connect Zoom to Claude Cloud to enable automatic transcript summarization | Talia | recV2EdBIHTlYvxnV | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recV2EdBIHTlYvxnV | NEST:Meeting:recV2EdBIHTlYvxnV:loop1 | Sep 9, 2026 | Sep 9, 2026 | — | Talia relies on Zoom transcription and was identified as a key user for this connector; steps were demonstrated in session. | — | · | 09-09 Lecture: Claude Cloud Connectors and Third-Party App Integration | — | Crimson IT | — | — | — | |||||||||
| Send GitHub invitation to Evan's colleague via Teams | Evan | recatrgNBgnhDmaa2 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recatrgNBgnhDmaa2 | NEST:Meeting:recatrgNBgnhDmaa2:loop0 | Sep 8, 2026 | Sep 8, 2026 | Sep 8, 2026 | Invite is for Evan's colleague to create a GitHub account using a personal email; MFA will be required. | — | · | 09-08 Meeting: Technical Session Reschedule, GitHub Setup, Claude Access, and SOW/Billing | — | Crimson IT | — | — | — | |||||||||
| Schedule 1.5-hour technical session for September 9 at 10:30 AM Christi's time | Evan | recatrgNBgnhDmaa2 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recatrgNBgnhDmaa2 | NEST:Meeting:recatrgNBgnhDmaa2:loop2 | Sep 8, 2026 | Sep 8, 2026 | Sep 8, 2026 | Session is 10:30 AM Christi's time / 2:00 PM Evan's time; will cover GitHub setup, Claude account access, and tool training. | — | · | 09-08 Meeting: Technical Session Reschedule, GitHub Setup, Claude Access, and SOW/Billing | — | Crimson IT | — | — | — | |||||||||
| Decide whether additional tutoring should be scheduled if Economics proves challenging | Ladonia | rec5xgkHlNwHkyj29 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5xgkHlNwHkyj29 | NEST:Meeting:rec5xgkHlNwHkyj29:loop2 | Sep 9, 2026 | Sep 8, 2026 | Sep 10, 2026 | Tutoring option was presented during orientation; decision to be made at Thursday Zoom check-in. | — | · | 09-08 Lecture: Online High School Orientation — Attendance, Zoom Check-ins, Edmentum Coursework, and Plagiarism Policy | — | Crimson IT | — | — | — | |||||||||
| Establish a target deadline for full cutover to DocuSign equipment forms | Speaker 1 and Speaker 2 | recJYB4RtMqnRIk0u | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recJYB4RtMqnRIk0u | NEST:Meeting:recJYB4RtMqnRIk0u:loop3 | Sep 8, 2026 | Sep 8, 2026 | — | No implementation deadline was set during the meeting; a target date should be agreed upon to manage the paper-to-digital transition. | — | · | 09-08 Meeting: Transition to DocuSign for Equipment Forms and Help Desk Ticket Integration | — | Crimson IT | — | — | — | |||||||||
| Investigate status of the Jimbo quote with the Crimson sales team as the project has not been assigned to Christi | Crimson Sales Team | recX0JG7t6n04bhGZ | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recX0JG7t6n04bhGZ | NEST:Meeting:recX0JG7t6n04bhGZ:loop5 | Sep 9, 2026 | Sep 9, 2026 | Sep 11, 2026 | Vance referenced the Jimbo quote as a separate engagement; ownership and current status are unclear and need to be resolved internally | — | · | 09-09 Meeting: Claude Implementation and Pilot Program | — | Crimson IT | — | — | — | |||||||||
| Team members interested in early Power Automate walkthrough to contact Christi before 2026-09-16 session | Internal team | recV2EdBIHTlYvxnV | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recV2EdBIHTlYvxnV | NEST:Meeting:recV2EdBIHTlYvxnV:loop2 | Sep 9, 2026 | Sep 9, 2026 | Sep 16, 2026 | Christi offered early one-on-one walkthroughs upon request prior to the full group demo. | — | · | 09-09 Lecture: Claude Cloud Connectors and Third-Party App Integration | — | Crimson IT | — | — | — | |||||||||
| Clients and team members to explore Connectors in personal Claude Cloud settings and connect relevant third-party apps | Internal team | recV2EdBIHTlYvxnV | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recV2EdBIHTlYvxnV | NEST:Meeting:recV2EdBIHTlYvxnV:loop3 | Sep 9, 2026 | Sep 9, 2026 | — | Assigned as homework; relevant apps include Zoom, Slack, Google Drive, Notion, Asana, Canva, Monday.com, and Airtable. | — | · | 09-09 Lecture: Claude Cloud Connectors and Third-Party App Integration | — | Crimson IT | — | — | — | |||||||||
| Ladonia to begin Economics course on Edmentum on September 8, 2026 | Ladonia | rec5xgkHlNwHkyj29 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5xgkHlNwHkyj29 | NEST:Meeting:rec5xgkHlNwHkyj29:loop0 | Sep 9, 2026 | Sep 8, 2026 | Sep 9, 2026 | Maria confirmed Economics as the first assigned course; Ladonia was walked through login during orientation. | — | · | 09-08 Lecture: Online High School Orientation — Attendance, Zoom Check-ins, Edmentum Coursework, and Plagiarism Policy | — | Crimson IT | — | — | — | |||||||||
| Review and restrict access permissions on the regulated PII folder and set confidentiality label to Highly Confidential | Unassigned client stakeholder | recX0JG7t6n04bhGZ | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recX0JG7t6n04bhGZ | NEST:Meeting:recX0JG7t6n04bhGZ:loop1 | Sep 9, 2026 | Sep 9, 2026 | Sep 15, 2026 | Christi flagged a specific folder containing PII during the security review; no named owner was assigned to confirm remediation completion | — | · | 09-09 Meeting: Claude Implementation and Pilot Program | — | Crimson IT | — | — | — | |||||||||
| Send out session notes summarizing the September 9 meeting discussion | Chandler and Vance | recX0JG7t6n04bhGZ | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recX0JG7t6n04bhGZ | NEST:Meeting:recX0JG7t6n04bhGZ:loop3 | Sep 9, 2026 | Sep 9, 2026 | Sep 10, 2026 | Christi committed to distributing meeting notes covering onboarding status, security recommendations, and pilot program structure | — | · | 09-09 Meeting: Claude Implementation and Pilot Program | — | Crimson IT | — | — | — | |||||||||
| Ladonia to attend first Zoom class Thursday September 10 at 1:00 PM and provide feedback on Economics course | Ladonia | rec5xgkHlNwHkyj29 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5xgkHlNwHkyj29 | NEST:Meeting:rec5xgkHlNwHkyj29:loop1 | Sep 9, 2026 | Sep 8, 2026 | Sep 10, 2026 | Recurring Tuesday and Thursday 1:00 PM Zoom sessions established; Thursday session will also surface whether tutoring is needed. | — | · | 09-08 Lecture: Online High School Orientation — Attendance, Zoom Check-ins, Edmentum Coursework, and Plagiarism Policy | — | Crimson IT | — | — | — | |||||||||
| Obtain official transcripts from prior school and schedule follow-up meeting in approximately one month to finalize graduation plan | Ladonia | rec5xgkHlNwHkyj29 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5xgkHlNwHkyj29 | NEST:Meeting:rec5xgkHlNwHkyj29:loop4 | Sep 9, 2026 | Sep 8, 2026 | Oct 8, 2026 | Transcript retrieval expected to take three to four weeks; graduation date and full class schedule cannot be set until transcripts are reviewed and approved. | — | · | 09-08 Lecture: Online High School Orientation — Attendance, Zoom Check-ins, Edmentum Coursework, and Plagiarism Policy | — | Crimson IT | — | — | — | |||||||||
| Maria to create group text for daily attendance updates to Ladonia and Christi | Maria | rec5xgkHlNwHkyj29 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5xgkHlNwHkyj29 | NEST:Meeting:rec5xgkHlNwHkyj29:loop3 | Sep 9, 2026 | Sep 8, 2026 | Sep 9, 2026 | Both Ladonia and Christi consented to receiving daily present or absent notifications via group text. | — | · | 09-08 Lecture: Online High School Orientation — Attendance, Zoom Check-ins, Edmentum Coursework, and Plagiarism Policy | — | Crimson IT | — | — | — | |||||||||
| Integrate phone and computer forms into DocuSign and configure signing workflow | Speaker 1 | recJYB4RtMqnRIk0u | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recJYB4RtMqnRIk0u | NEST:Meeting:recJYB4RtMqnRIk0u:loop1 | Sep 8, 2026 | Sep 8, 2026 | — | Speaker 1 will build out the DocuSign forms and workflow once blank forms are received from Speaker 2. | — | · | 09-08 Meeting: Transition to DocuSign for Equipment Forms and Help Desk Ticket Integration | — | Crimson IT | — | — | — | |||||||||
| Forward the September 24 training invitation to all 12 pilot users | Chandler or client admin | recX0JG7t6n04bhGZ | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recX0JG7t6n04bhGZ | NEST:Meeting:recX0JG7t6n04bhGZ:loop4 | Sep 9, 2026 | Sep 9, 2026 | Sep 12, 2026 | Initial AI training session scheduled for September 24 2026 from 9:00 AM to 10:30 AM Pacific; all 12 pilot users must receive the invitation | — | · | 09-09 Meeting: Claude Implementation and Pilot Program | — | Crimson IT | — | — | — | |||||||||
| Check whether sensitivity labels were enabled as part of the recent DLP setup on the Microsoft side | Vance | recX0JG7t6n04bhGZ | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recX0JG7t6n04bhGZ | NEST:Meeting:recX0JG7t6n04bhGZ:loop2 | Sep 9, 2026 | Sep 9, 2026 | Sep 11, 2026 | Vance confirmed a recent deep dive on Microsoft systems and DLP policies was conducted; sensitivity label enablement status was not confirmed during the meeting | — | · | 09-09 Meeting: Claude Implementation and Pilot Program | — | Crimson IT | — | — | — | |||||||||
| Configure automatic CC to help desk so signed DocuSign forms attach to tickets | Speaker 1 | recJYB4RtMqnRIk0u | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recJYB4RtMqnRIk0u | NEST:Meeting:recJYB4RtMqnRIk0u:loop2 | Sep 8, 2026 | Sep 8, 2026 | — | Audit requirements mandate signed documentation be stored within the ticketing system; auto-attachment must be configured. | — | · | 09-08 Meeting: Transition to DocuSign for Equipment Forms and Help Desk Ticket Integration | — | Crimson IT | — | — | — | |||||||||
| Evan's colleague to set up GitHub account before the Sept 9 meeting | Evan's colleague | recatrgNBgnhDmaa2 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recatrgNBgnhDmaa2 | NEST:Meeting:recatrgNBgnhDmaa2:loop1 | Sep 8, 2026 | Sep 8, 2026 | Sep 9, 2026 | Account setup using personal email with MFA is a prerequisite for the hands-on technical session. | — | · | 09-08 Meeting: Technical Session Reschedule, GitHub Setup, Claude Access, and SOW/Billing | — | Crimson IT | — | — | — | |||||||||
| Grant Christi's team owner-level access to Claude to assist with security and connector setup | Vance or Chandler (client admin) | recX0JG7t6n04bhGZ | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recX0JG7t6n04bhGZ | NEST:Meeting:recX0JG7t6n04bhGZ:loop0 | Sep 9, 2026 | Sep 9, 2026 | Sep 10, 2026 | Access needed so Crimson team can configure security settings and connect GitHub and other system connectors without Chandler being a bottleneck | — | · | 09-09 Meeting: Claude Implementation and Pilot Program | — | Crimson IT | — | — | — | |||||||||
| Define top three use cases for HR and Finance departments to tailor training and measure pilot success | HR and Finance department leads | recX0JG7t6n04bhGZ | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recX0JG7t6n04bhGZ | NEST:Meeting:recX0JG7t6n04bhGZ:loop6 | Sep 9, 2026 | Sep 9, 2026 | Sep 24, 2026 | Pilot includes HR and Finance but specific use cases for these departments were not documented during the meeting; needed before or at the September 24 training session | — | · | 09-09 Meeting: Claude Implementation and Pilot Program | — | Crimson IT | — | — | — | |||||||||
| Deliver Power Automate email categorization and calendar color-coding demo to full group | Internal team | recV2EdBIHTlYvxnV | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recV2EdBIHTlYvxnV | NEST:Meeting:recV2EdBIHTlYvxnV:loop0 | Sep 9, 2026 | Sep 9, 2026 | Sep 16, 2026 | Demo was requested by Seg and previewed at end of this session; Christi confirmed it is scheduled for 2026-09-16. | — | · | 09-09 Lecture: Claude Cloud Connectors and Third-Party App Integration | — | Crimson IT | — | — | — | |||||||||
| Add approximately 5 hours to the existing Claude project quote | Evan | recatrgNBgnhDmaa2 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recatrgNBgnhDmaa2 | NEST:Meeting:recatrgNBgnhDmaa2:loop3 | Sep 8, 2026 | Sep 8, 2026 | Sep 9, 2026 | Training hours will be billed under the existing Claude project SOW rather than creating a separate SOW. | — | · | 09-08 Meeting: Technical Session Reschedule, GitHub Setup, Claude Access, and SOW/Billing | — | Crimson IT | — | — | — | |||||||||
| Redesign accessible step-by-step instructions for the Owl at Long Beach location | Ability First | recR8mP7jEbTAQlxo | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recR8mP7jEbTAQlxo | NEST:Meeting:recR8mP7jEbTAQlxo:loop2 | Sep 3, 2026 | Sep 2, 2026 | — | Instructions must use plain language, visual cues, and avoid technical jargon to accommodate users with disabilities including autism and Down syndrome. | — | · | 09-02 Meeting: Ability First Camp Network Repair, Software Migration to CareLogic, and Accessible User Instructions | — | Ability First | — | — | — | |||||||||
| Ladonia to review the ILP reimbursement list and identify items for funding support | Ladonia | rec5rNDGL76kymoEd | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5rNDGL76kymoEd | NEST:Meeting:rec5rNDGL76kymoEd:loop5 | Sep 4, 2026 | Aug 31, 2026 | — | Pending receipt of the list from Vanessa; Ladonia encouraged to identify eligible reimbursements including school supplies and household goods. | — | · | 08-31 Planning Ladonia's Educational and Career Transition | — | Crimson IT | — | — | — | |||||||||
| Issue 14-day notice to Angelique if she is caught vaping again within the observation week | Speaker 2 / Foster Caregiver | recvLPNBIyoxzFHUN | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvLPNBIyoxzFHUN | NEST:Meeting:recvLPNBIyoxzFHUN:loop2 | Sep 4, 2026 | Sep 3, 2026 | Sep 10, 2026 | Speaker 2 and Adriana agreed on a one-week observation period; notice triggers automatically on any further observed vaping. | — | · | 09-03 Meeting: Angie's Substance Use, Pregnancy, and Foster Care Status | — | Crimson IT | — | — | — | |||||||||
| Email Hubert to schedule payroll and month-end transition training sessions for September 3 or 4, 2026 | Elisa | recjSg0zJt2gi9uym | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjSg0zJt2gi9uym | NEST:Meeting:recjSg0zJt2gi9uym:loop1 | Sep 4, 2026 | Sep 3, 2026 | Sep 4, 2026 | Elisa previously sent a Teams chat on September 2 that Hubert read but did not answer. Pete advised email works better for Hubert and that he requires advance calendar scheduling. | — | · | Review: Month-End Finance and Resource Transition | — | Crimson IT | — | — | — | |||||||||
| Evaluate and plan future SharePoint and Teams integration for app file storage once files are well organized | Evan | recmVBSMEp2v1tW0K | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmVBSMEp2v1tW0K | NEST:Meeting:recmVBSMEp2v1tW0K:loop10 | Sep 8, 2026 | Sep 3, 2026 | — | Integration with SharePoint and Teams is a stated future goal contingent on file organization maturity; no timeline set. | — | · | 09-03 Lecture: Training Evan on Claude–GitHub–Azure Workflow, Code Migration from Base 44, Security and Branch Strategy | — | Crimson IT | — | — | — | |||||||||
| Complete SOC 2 compliance testing for Adapto Inbox | Internal / Adapto | recOn23ChzHjtB2ou | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recOn23ChzHjtB2ou | NEST:Meeting:recOn23ChzHjtB2ou:loop0 | Sep 3, 2026 | Sep 2, 2026 | — | SOC 2 compliance is a hard blocker for full enterprise rollout and required for validation by both Microsoft and Google. | — | · | 09-02 Reasoning Note: Delivering Adapto Inbox Beta Amid Enterprise IT Demands and Major Personal Commitments | — | Crimson IT | — | — | — | |||||||||
| James and Jacob to produce before-and-after pricing analysis comparing keeping legacy licenses post-October 1 versus migrating to Microsoft 365 E5 | April | recGMJxQEZ7V0BOPk | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recGMJxQEZ7V0BOPk | NEST:Meeting:recGMJxQEZ7V0BOPk:loop0 | Sep 3, 2026 | Sep 3, 2026 | Sep 10, 2026 | Analysis must include all margin changes, potential E5 promotions, and annual pricing; assumes Office 365 E3, Entra, Teams Phone, and Audio Conferencing are assigned to the same user group since exact assignments are unknown | — | · | 09-03 Consultation: Competitive Pricing Strategy for Microsoft Licensing Consolidation (Crimson, April) | — | Crimson IT | — | — | — | |||||||||
| Confirm contingency caregivers including Michuan and Ashley and document their conditions prior to delivery | Stephanie / Social Worker | recvLPNBIyoxzFHUN | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvLPNBIyoxzFHUN | NEST:Meeting:recvLPNBIyoxzFHUN:loop5 | Sep 4, 2026 | Sep 3, 2026 | — | Ashley's support is conditional on Angelique attending meetings, obtaining a sponsor, and stopping smoking. Angelique does not want the baby placed with Olivia. Birth plan medical decision-making authority also remains unresolved. | — | · | 09-03 Meeting: Angie's Substance Use, Pregnancy, and Foster Care Status | — | Crimson IT | — | — | — | |||||||||
| Vysna to coordinate a weekly visitation and caregiving schedule with Daniela aligned to work hours | Vysna | recukBOwlIooSs1Vo | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recukBOwlIooSs1Vo | NEST:Meeting:recukBOwlIooSs1Vo:loop5 | Sep 7, 2026 | Sep 7, 2026 | — | Partner access barriers at Inwood House contributed to premature exit; a structured schedule is needed to ensure reliable co-parenting. | — | · | 09-07 Reasoning-Note: Risk Assessment and Action Plan for Daniela's Premature Exit from Foster Care | — | Crimson IT | — | — | — | |||||||||
| Gather specifics on 2027 staffing expansion to assess technology and infrastructure impact | Ability First | recR8mP7jEbTAQlxo | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recR8mP7jEbTAQlxo | NEST:Meeting:recR8mP7jEbTAQlxo:loop5 | Sep 3, 2026 | Sep 2, 2026 | — | Staffing expansion planned for 2027 with no detail on roles or headcount; needed to plan for network and systems scaling. | — | · | 09-02 Meeting: Ability First Camp Network Repair, Software Migration to CareLogic, and Accessible User Instructions | — | Ability First | — | — | — | |||||||||
| Set up GitHub access for Evan with enforced MFA and passkeys and add him to repos and Microsoft side | Evan | recmVBSMEp2v1tW0K | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmVBSMEp2v1tW0K | NEST:Meeting:recmVBSMEp2v1tW0K:loop0 | Sep 8, 2026 | Sep 3, 2026 | Sep 8, 2026 | Evan needs organizational account access with MFA via Microsoft Authenticator and passkeys post-SSO before he can work independently. | — | · | 09-03 Lecture: Training Evan on Claude–GitHub–Azure Workflow, Code Migration from Base 44, Security and Branch Strategy | — | Crimson IT | — | — | — | |||||||||
| Identify which processes Ability First wants to automate and determine who will lead the initiative | Ability First | recR8mP7jEbTAQlxo | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recR8mP7jEbTAQlxo | NEST:Meeting:recR8mP7jEbTAQlxo:loop6 | Sep 3, 2026 | Sep 2, 2026 | — | Automation needs were referenced during discussion of efficiency improvements but no processes were named and no owner was assigned. | — | · | 09-02 Meeting: Ability First Camp Network Repair, Software Migration to CareLogic, and Accessible User Instructions | — | Ability First | — | — | — | |||||||||
| Follow up with Marker Management on uploaded invoices and collections | Maricar | recjSg0zJt2gi9uym | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjSg0zJt2gi9uym | NEST:Meeting:recjSg0zJt2gi9uym:loop4 | Sep 4, 2026 | Sep 3, 2026 | Sep 7, 2026 | Maricar resolved a month-and-a-half lockout from the RealPage portal, uploaded all pending Marker Management invoices, and now needs to pursue collections. | — | · | Review: Month-End Finance and Resource Transition | — | Crimson IT | — | — | — | |||||||||
| Retain copies of all email outreach to CBRE as documentation supporting continued billing | April | recjSg0zJt2gi9uym | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjSg0zJt2gi9uym | NEST:Meeting:recjSg0zJt2gi9uym:loop6 | Sep 4, 2026 | Sep 3, 2026 | — | Crimson continues billing CBRE because no formal termination notice has been received. April emailed multiple CBRE contacts with no response. Documentation is being preserved to justify the billing. | — | · | Review: Month-End Finance and Resource Transition | — | Crimson IT | — | — | — | |||||||||
| Christian to coordinate with April on Citrus renewal details and verify whether legacy client Meraki units are still visible on the dashboard | Christian | recFvtuVQUUB0NKby | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFvtuVQUUB0NKby | NEST:Meeting:recFvtuVQUUB0NKby:loop6 | Sep 3, 2026 | Sep 3, 2026 | — | Citrus renewal details need review and the status of Meraki licenses for former clients needs to be confirmed. | — | · | Pulong ng koponan: Admin at Finance: transisyon sa trabaho, inayos ang operasyon | — | Crimson IT | — | — | — | |||||||||
| Christi to determine whether to pursue further dialogue with Amy or treat the friendship as concluded | Amy | recbjw3qrExwbu7SY | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbjw3qrExwbu7SY | NEST:Meeting:recbjw3qrExwbu7SY:loop2 | Sep 7, 2026 | Sep 7, 2026 | — | Christi indicated she is shifting to processing the situation for therapy purposes rather than continuing dialogue; no path forward identified. | — | · | 09-07 Breakdown of Trust in a Friendship | — | Crimson IT | — | — | — | |||||||||
| Recruit additional beta testers for Adapto Inbox | Prospective Beta Testers | recOn23ChzHjtB2ou | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recOn23ChzHjtB2ou | NEST:Meeting:recOn23ChzHjtB2ou:loop2 | Sep 3, 2026 | Sep 2, 2026 | — | Beta testers are still being sought and will receive lifetime free access as an incentive. | — | · | 09-02 Reasoning Note: Delivering Adapto Inbox Beta Amid Enterprise IT Demands and Major Personal Commitments | — | Crimson IT | — | — | — | |||||||||
| Determine whether Hubert needs ConnectWise access to support timesheet reviews during Elisa's leave | Finance Team | recjSg0zJt2gi9uym | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjSg0zJt2gi9uym | NEST:Meeting:recjSg0zJt2gi9uym:loop8 | Sep 4, 2026 | Sep 3, 2026 | Sep 7, 2026 | Pete left it to the finance team to decide how much Hubert needs to assist with timesheet reviews in ConnectWise. The goal is to keep Maricar from being overwhelmed. | — | · | Review: Month-End Finance and Resource Transition | — | Crimson IT | — | — | — | |||||||||
| Confirm and schedule next training session targeting Tuesday September 8 2026 accounting for time zones and prior commitments | Evan | recmVBSMEp2v1tW0K | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmVBSMEp2v1tW0K | NEST:Meeting:recmVBSMEp2v1tW0K:loop6 | Sep 8, 2026 | Sep 3, 2026 | Sep 4, 2026 | September 4 session was flagged as a possible earlier touchpoint with holiday considerations; September 8 is the confirmed target. | — | · | 09-03 Lecture: Training Evan on Claude–GitHub–Azure Workflow, Code Migration from Base 44, Security and Branch Strategy | — | Crimson IT | — | — | — |
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