Share recorded session and training materials with Cotsen attendees Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Cotsen Team Plaude Meeting ▾ NEST ▾ recShWOPe2ZnGDoNs https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recShWOPe2ZnGDoNs NEST:Meeting:recShWOPe2ZnGDoNs:loop0 New ▾ High ▾ Sep 3, 2026 Sep 3, 2026 Sep 4, 2026 Christi stated the training is recorded and materials will be shared with participants. — · 09-03 Lecture: Introduction to Artificial Intelligence Basics — Cotsen Foundation — — — April to review unfamiliar agreements including GMF and Citrus Meraki licensing during the upcoming long weekend Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ April Plaude Meeting ▾ NEST ▾ recFvtuVQUUB0NKby https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFvtuVQUUB0NKby NEST:Meeting:recFvtuVQUUB0NKby:loop9 New ▾ High ▾ Sep 3, 2026 Sep 3, 2026 — April flagged these agreements as needing her personal review before they can be handled confidently by the team. — · Pulong ng koponan: Admin at Finance: transisyon sa trabaho, inayos ang operasyon — Crimson IT — — — Verify Ladonia's contact number status and update contact lists before the number changes Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Speaker 4 Plaude Meeting ▾ NEST ▾ recvLPNBIyoxzFHUN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvLPNBIyoxzFHUN NEST:Meeting:recvLPNBIyoxzFHUN:loop9 New ▾ Low ▾ Sep 4, 2026 Sep 3, 2026 — Speaker 2 flagged that Ladonia's number may be changing soon; Speaker 4 had been texting the current number. — · 09-03 Meeting: Angie's Substance Use, Pregnancy, and Foster Care Status — Crimson IT — — — Migrate and finalize Westwood legacy code from Base 44 to GitHub and confirm Azure syncs within five minutes Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Westwood Plaude Meeting ▾ NEST ▾ recmVBSMEp2v1tW0K https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmVBSMEp2v1tW0K NEST:Meeting:recmVBSMEp2v1tW0K:loop1 New ▾ High ▾ Sep 8, 2026 Sep 3, 2026 Sep 8, 2026 Base 44 has poor compatibility with Azure/GitHub pipelines; migration requires code translation and partial rewrites. — · 09-03 Lecture: Training Evan on Claude–GitHub–Azure Workflow, Code Migration from Base 44, Security and Branch Strategy — Crimson IT — — — Schedule and complete April's accounts payable follow-up training session week of September 7, 2026 Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ April Plaude Meeting ▾ NEST ▾ recjSg0zJt2gi9uym https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjSg0zJt2gi9uym NEST:Meeting:recjSg0zJt2gi9uym:loop7 New ▾ High ▾ Sep 4, 2026 Sep 3, 2026 Sep 7, 2026 April recently received QuickBooks access and needs AP training before Elisa's leave begins. — · Review: Month-End Finance and Resource Transition — Crimson IT — — — Steph to download all past Elisa training recordings from Teams channel before they expire Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Steph Plaude Meeting ▾ NEST ▾ recFvtuVQUUB0NKby https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFvtuVQUUB0NKby NEST:Meeting:recFvtuVQUUB0NKby:loop5 New ▾ High ▾ Sep 3, 2026 Sep 3, 2026 — Training recordings are at risk of expiring; team should also request recordings directly from Elisa after each future session. — · Pulong ng koponan: Admin at Finance: transisyon sa trabaho, inayos ang operasyon — Crimson IT — — — Establish a structured plan to ensure Angelique understands legal and child welfare consequences of THC use beyond the single September 4 conversation Crimson ▾ Risk ▾ Open ▾ Counterparty ▾ Adriana / DCFS Supervisor Plaude Meeting ▾ NEST ▾ recvLPNBIyoxzFHUN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvLPNBIyoxzFHUN NEST:Meeting:recvLPNBIyoxzFHUN:loop11 New ▾ Medium ▾ Sep 4, 2026 Sep 3, 2026 Sep 10, 2026 Angelique downplayed risk, claiming the baby would just need an IEP. Her comprehension of meconium testing, umbilical cord testing, and hospital reporting protocols appears limited. — · 09-03 Meeting: Angie's Substance Use, Pregnancy, and Foster Care Status — Crimson IT — — — Adriana to formally document the vaping discussion for the DCFS record Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Adriana / DCFS Supervisor Plaude Meeting ▾ NEST ▾ recvLPNBIyoxzFHUN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvLPNBIyoxzFHUN NEST:Meeting:recvLPNBIyoxzFHUN:loop1 New ▾ High ▾ Sep 4, 2026 Sep 3, 2026 Sep 5, 2026 Documentation follows the September 4 visit; hotline entry was already initiated after Stephanie's training. — · 09-03 Meeting: Angie's Substance Use, Pregnancy, and Foster Care Status — Crimson IT — — — Complete the SRP with clearly defined caregiving roles and tasks for the newborn Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Stephanie / Social Worker and Ladonia Plaude Meeting ▾ NEST ▾ recvLPNBIyoxzFHUN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvLPNBIyoxzFHUN NEST:Meeting:recvLPNBIyoxzFHUN:loop4 New ▾ Medium ▾ Sep 4, 2026 Sep 3, 2026 — SRP was partially discussed at the table with Ladonia; Angelique showed limited infant care awareness including feeding, bathing, and diaper use. — · 09-03 Meeting: Angie's Substance Use, Pregnancy, and Foster Care Status — Crimson IT — — — Marketing to produce supplemental Copilot training videos for CoStar Foundation Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ CoStar Foundation Plaude Meeting ▾ NEST ▾ recFKEVG7gdcjYct6 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFKEVG7gdcjYct6 NEST:Meeting:recFKEVG7gdcjYct6:loop2 New ▾ Medium ▾ Sep 4, 2026 Sep 4, 2026 — Marketing team is responsible for producing supplemental video content to accompany the live training sessions; no firm delivery date confirmed — · 09-04 Training: Microsoft 365 Copilot Walkthrough — Crimson IT — — — Check for active Microsoft 365 E5 promotions to incorporate into the pricing model Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Microsoft Plaude Meeting ▾ NEST ▾ recGMJxQEZ7V0BOPk https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recGMJxQEZ7V0BOPk NEST:Meeting:recGMJxQEZ7V0BOPk:loop3 New ▾ Medium ▾ Sep 3, 2026 Sep 3, 2026 — Promotions could offset end-customer price increase when consolidating from a la carte SKUs to E5 and should be included in the James and Jacob analysis — · 09-03 Consultation: Competitive Pricing Strategy for Microsoft Licensing Consolidation (Crimson, April) — Crimson IT — — — Maggie to call Meraki to request a grace period for the Newmark license Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Meraki Plaude Meeting ▾ NEST ▾ recFvtuVQUUB0NKby https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFvtuVQUUB0NKby NEST:Meeting:recFvtuVQUUB0NKby:loop2 New ▾ High ▾ Sep 3, 2026 Sep 3, 2026 — Newmark has not paid the Meraki license down payment and a grace period may be needed to avoid service interruption. — · Pulong ng koponan: Admin at Finance: transisyon sa trabaho, inayos ang operasyon — Crimson IT — — — Rerun cable line from health center to amphitheater to restore amphitheater switch and network AbilityFirst ▾ Commitment ▾ Open ▾ Crimson Team ▾ Ability First Plaude Meeting ▾ NEST ▾ recR8mP7jEbTAQlxo https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recR8mP7jEbTAQlxo NEST:Meeting:recR8mP7jEbTAQlxo:loop0 New ▾ High ▾ Sep 3, 2026 Sep 2, 2026 — Cable between health center and amphitheater is damaged; amphitheater network is currently down and requires new cable run. — · 09-02 Meeting: Ability First Camp Network Repair, Software Migration to CareLogic, and Accessible User Instructions — Ability First — — — Ladonia to attend two new online school program meetings on the 8th from 2:00 PM to 3:00 PM Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Ladonia Plaude Meeting ▾ NEST ▾ rec5rNDGL76kymoEd https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5rNDGL76kymoEd NEST:Meeting:rec5rNDGL76kymoEd:loop4 New ▾ High ▾ Sep 4, 2026 Aug 31, 2026 Sep 8, 2026 Meetings are with the online program coordinator and teacher as part of enrollment in the Pasadena-based online high school. — · 08-31 Planning Ladonia's Educational and Career Transition — Crimson IT — — — Confirm all Cotsen staff have active Microsoft Copilot licenses Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Cotsen Team Plaude Meeting ▾ NEST ▾ recShWOPe2ZnGDoNs https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recShWOPe2ZnGDoNs NEST:Meeting:recShWOPe2ZnGDoNs:loop3 New ▾ Medium ▾ Sep 3, 2026 Sep 3, 2026 — Christi noted everyone should have a Copilot license that unlocks the tool automatically; worth verifying no users are missing access. — · 09-03 Lecture: Introduction to Artificial Intelligence Basics — Cotsen Foundation — — — Ashley to conduct individual session with Ladonia at rescheduled time of 3:30 PM the following day Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Ashley Plaude Meeting ▾ NEST ▾ rec5rNDGL76kymoEd https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5rNDGL76kymoEd NEST:Meeting:rec5rNDGL76kymoEd:loop2 New ▾ High ▾ Sep 4, 2026 Aug 31, 2026 Sep 1, 2026 Session was rescheduled; Ashley is responsible for holding the individual meeting at the new time. — · 08-31 Planning Ladonia's Educational and Career Transition — Crimson IT — — — Christian to continue gross margin review with Steph Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Christian Plaude Meeting ▾ NEST ▾ recFvtuVQUUB0NKby https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFvtuVQUUB0NKby NEST:Meeting:recFvtuVQUUB0NKby:loop7 New ▾ Medium ▾ Sep 3, 2026 Sep 3, 2026 — Ongoing gross margin review task assigned jointly to Christian and Steph. — · Pulong ng koponan: Admin at Finance: transisyon sa trabaho, inayos ang operasyon — Crimson IT — — — Invite select PMs to beta test the app and communicate lifetime free access offer ahead of paid plan transition Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Westwood Plaude Meeting ▾ NEST ▾ recmVBSMEp2v1tW0K https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmVBSMEp2v1tW0K NEST:Meeting:recmVBSMEp2v1tW0K:loop9 New ▾ Medium ▾ Sep 8, 2026 Sep 3, 2026 — Beta program targets select project managers with lifetime free access as an incentive before transitioning to paid plans post-beta. — · 09-03 Lecture: Training Evan on Claude–GitHub–Azure Workflow, Code Migration from Base 44, Security and Branch Strategy — Crimson IT — — — ConnectWise PSA and BrightGauge renewals pending and must be passed to April when ready Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ April Plaude Meeting ▾ NEST ▾ recFvtuVQUUB0NKby https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFvtuVQUUB0NKby NEST:Meeting:recFvtuVQUUB0NKby:loop11 New ▾ High ▾ Sep 3, 2026 Sep 3, 2026 — RMM and ScreenConnect renewals already signed; PSA and BrightGauge renewals are still outstanding and require April's action. — · Pulong ng koponan: Admin at Finance: transisyon sa trabaho, inayos ang operasyon — Crimson IT — — — Define and launch a reinforcement plan to remind users about the prompt library Alere ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Alere Plaude Meeting ▾ NEST ▾ rec2YrKdzgdg02JJ2 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec2YrKdzgdg02JJ2 NEST:Meeting:rec2YrKdzgdg02JJ2:loop3 New ▾ Medium ▾ Sep 3, 2026 Sep 3, 2026 — Users frequently forget the prompt library exists. A concrete reinforcement campaign such as periodic nudges or training snippets was discussed but not finalized. — · 09-03 Meeting: AI Prompt Engineering, Governance, and Copilot Adoption — Alere — — — Send updated cheat sheets for HR, finance, and prompt examples to Ronell Alere ▾ Commitment ▾ Open ▾ Christi ▾ Ronell Plaude Meeting ▾ NEST ▾ rec2YrKdzgdg02JJ2 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec2YrKdzgdg02JJ2 NEST:Meeting:rec2YrKdzgdg02JJ2:loop0 New ▾ High ▾ Sep 3, 2026 Sep 3, 2026 — Christi committed to delivering HR and finance cheat sheets plus prompt examples to Ronell for distribution to the broader team. — · 09-03 Meeting: AI Prompt Engineering, Governance, and Copilot Adoption — Alere — — — Schedule end-of-year follow-up training session aligned with increased Copilot adoption Alere ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Alere Plaude Meeting ▾ NEST ▾ rec2YrKdzgdg02JJ2 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec2YrKdzgdg02JJ2 NEST:Meeting:rec2YrKdzgdg02JJ2:loop2 New ▾ Medium ▾ Sep 3, 2026 Sep 3, 2026 — A follow-up training session with Christi should be scheduled toward end of 2026, timed to coincide with broader Copilot rollout maturity. — · 09-03 Meeting: AI Prompt Engineering, Governance, and Copilot Adoption — Alere — — — Configure Claude in Code mode for Evan connecting correct OneDrive folder or GitHub and verify branch usage Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Evan Plaude Meeting ▾ NEST ▾ recmVBSMEp2v1tW0K https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmVBSMEp2v1tW0K NEST:Meeting:recmVBSMEp2v1tW0K:loop2 New ▾ High ▾ Sep 8, 2026 Sep 3, 2026 Sep 8, 2026 Evan's local environment needs to point to the correct folder or direct GitHub integration with dev and production branches established. — · 09-03 Lecture: Training Evan on Claude–GitHub–Azure Workflow, Code Migration from Base 44, Security and Branch Strategy — Crimson IT — — — Ronell to share Christi's resources with the team upon receipt Alere ▾ Commitment ▾ Open ▾ Counterparty ▾ Ronell Plaude Meeting ▾ NEST ▾ rec2YrKdzgdg02JJ2 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec2YrKdzgdg02JJ2 NEST:Meeting:rec2YrKdzgdg02JJ2:loop1 New ▾ High ▾ Sep 3, 2026 Sep 3, 2026 — Ronell will distribute the cheat sheets and prompt examples to the team once received from Christi. — · 09-03 Meeting: AI Prompt Engineering, Governance, and Copilot Adoption — Alere — — — Staff with Adobe Acrobat questions to contact instructor or help desk Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Training attendees Plaude Meeting ▾ NEST ▾ recNqzfCvtE6Sg2pP https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recNqzfCvtE6Sg2pP NEST:Meeting:recNqzfCvtE6Sg2pP:loop0 New ▾ High ▾ Sep 4, 2026 Sep 4, 2026 — Attendees were directed to email the instructor or help desk for any post-training Adobe questions. — · 09-04 Training: Adobe Acrobat Pro Tools and Fillable Forms — Crimson IT — — — Redesign accessible step-by-step instructions for the conference room at Ability First HQ AbilityFirst ▾ Commitment ▾ Open ▾ Christi ▾ Ability First Plaude Meeting ▾ NEST ▾ recR8mP7jEbTAQlxo https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recR8mP7jEbTAQlxo NEST:Meeting:recR8mP7jEbTAQlxo:loop3 New ▾ High ▾ Sep 3, 2026 Sep 2, 2026 — Same accessibility requirements as Owl instructions; plain language, step-by-step format, visual cues. — · 09-02 Meeting: Ability First Camp Network Repair, Software Migration to CareLogic, and Accessible User Instructions — Ability First — — — Team to explore enrolling Ladonia in the agency cosmetology course in Whittier as a vocational option Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Ladonia Plaude Meeting ▾ NEST ▾ rec5rNDGL76kymoEd https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5rNDGL76kymoEd NEST:Meeting:rec5rNDGL76kymoEd:loop6 New ▾ Low ▾ Sep 4, 2026 Aug 31, 2026 — Cosmetology was raised as a secondary interest and potential side hustle; agency offers a cosmetology course in Whittier and can fund vocational training. — · 08-31 Planning Ladonia's Educational and Career Transition — Crimson IT — — — Evaluate adult adoption option for long-term non-minor dependent Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Internal / Personal Plaude Meeting ▾ NEST ▾ recOn23ChzHjtB2ou https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recOn23ChzHjtB2ou NEST:Meeting:recOn23ChzHjtB2ou:loop7 New ▾ Low ▾ Sep 3, 2026 Sep 2, 2026 — Christi is considering formalizing an adult adoption for a long-term dependent alongside existing foster and adoption commitments. — · 09-02 Reasoning Note: Delivering Adapto Inbox Beta Amid Enterprise IT Demands and Major Personal Commitments — Crimson IT — — — Follow up on donated car seat and diaper requests Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Speaker 2 / Foster Caregiver or Stephanie Plaude Meeting ▾ NEST ▾ recvLPNBIyoxzFHUN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvLPNBIyoxzFHUN NEST:Meeting:recvLPNBIyoxzFHUN:loop8 New ▾ Low ▾ Sep 4, 2026 Sep 3, 2026 — Bassinet donation secured; car seat and diaper requests were submitted but status is unconfirmed. — · 09-03 Meeting: Angie's Substance Use, Pregnancy, and Foster Care Status — Crimson IT — — — Gain client buy-in for 8% IT budget increase for Client 2 Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Client 2 Plaude Meeting ▾ NEST ▾ recOn23ChzHjtB2ou https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recOn23ChzHjtB2ou NEST:Meeting:recOn23ChzHjtB2ou:loop6 New ▾ Medium ▾ Sep 3, 2026 Sep 2, 2026 — Client 2 runs a super lean budget; Christi is advocating for an increase to fund necessary projects and an AI-focused strategy. — · 09-02 Reasoning Note: Delivering Adapto Inbox Beta Amid Enterprise IT Demands and Major Personal Commitments — Crimson IT — — — Send AR aging report to Pete Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Maricar Plaude Meeting ▾ NEST ▾ recjSg0zJt2gi9uym https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjSg0zJt2gi9uym NEST:Meeting:recjSg0zJt2gi9uym:loop3 New ▾ High ▾ Sep 4, 2026 Sep 3, 2026 Sep 4, 2026 Collections are in good standing with minimal 60-to-90-day balances. Pete requested the report for visibility. — · Review: Month-End Finance and Resource Transition — Crimson IT — — — Vanessa to share Ladonia's phone number with Miss Haramio at Browning High School to finalize withdrawal Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Vanessa Tefoya Plaude Meeting ▾ NEST ▾ rec5rNDGL76kymoEd https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5rNDGL76kymoEd NEST:Meeting:rec5rNDGL76kymoEd:loop0 New ▾ High ▾ Sep 4, 2026 Aug 31, 2026 — Ladonia, now 18 and holding her own educational rights, authorized Vanessa to provide her contact information to the former school counselor who had requested it. — · 08-31 Planning Ladonia's Educational and Career Transition — Crimson IT — — — Establish a retraining plan and timeline for Alere's team on data labeling and governance Alere ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Alere Plaude Meeting ▾ NEST ▾ rec2YrKdzgdg02JJ2 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec2YrKdzgdg02JJ2 NEST:Meeting:rec2YrKdzgdg02JJ2:loop4 New ▾ Medium ▾ Sep 3, 2026 Sep 3, 2026 — Alere's team was identified as needing retraining on sensitivity labeling and governance practices; no concrete plan or timeline was set during the meeting. — · 09-03 Meeting: AI Prompt Engineering, Governance, and Copilot Adoption — Alere — — — Finalize and submit baby wish list on Amazon Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Internal / Personal Plaude Meeting ▾ NEST ▾ recOn23ChzHjtB2ou https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recOn23ChzHjtB2ou NEST:Meeting:recOn23ChzHjtB2ou:loop4 New ▾ High ▾ Sep 3, 2026 Sep 2, 2026 Sep 2, 2026 Target completion was the evening of the meeting date in preparation for incoming foster placement. — · 09-02 Reasoning Note: Delivering Adapto Inbox Beta Amid Enterprise IT Demands and Major Personal Commitments — Crimson IT — — — April to raise possibility of spot bonus for team with Pete in upcoming 1:1 due to additional finance workload during Elisa's leave Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ April Plaude Meeting ▾ NEST ▾ recFvtuVQUUB0NKby https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFvtuVQUUB0NKby NEST:Meeting:recFvtuVQUUB0NKby:loop8 New ▾ High ▾ Sep 3, 2026 Sep 3, 2026 — Team is absorbing extra finance duties while Elisa is on maternity leave; April wants to advocate for a spot bonus. — · Pulong ng koponan: Admin at Finance: transisyon sa trabaho, inayos ang operasyon — Crimson IT — — — Secure Microsoft and Google platform validation for Adapto Inbox following SOC 2 completion Crimson ▾ Follow-Up ▾ Open ▾ External / Waiting ▾ Microsoft and Google Plaude Meeting ▾ NEST ▾ recOn23ChzHjtB2ou https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recOn23ChzHjtB2ou NEST:Meeting:recOn23ChzHjtB2ou:loop1 New ▾ Medium ▾ Sep 3, 2026 Sep 2, 2026 — Validation is downstream of SOC 2 and gates full enterprise deployment of both the Azure white-label and cloud-based versions. — · 09-02 Reasoning Note: Delivering Adapto Inbox Beta Amid Enterprise IT Demands and Major Personal Commitments — Crimson IT — — — Review and address gaps exposed by Microsoft/Cogent dual outage to reduce future operational risk Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ Microsoft and Cogent Plaude Meeting ▾ NEST ▾ recOn23ChzHjtB2ou https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recOn23ChzHjtB2ou NEST:Meeting:recOn23ChzHjtB2ou:loop8 New ▾ Medium ▾ Sep 3, 2026 Sep 2, 2026 — Simultaneous Microsoft services (including Intune) and Cogent line failure in downtown LA forced reliance on mobile devices and WhatsApp; continuity planning may need reinforcement. — · 09-02 Reasoning Note: Delivering Adapto Inbox Beta Amid Enterprise IT Demands and Major Personal Commitments — Crimson IT — — — Evaluate whether a three-year term commitment unlocks better Microsoft 365 E5 baseline pricing or promotions Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ April Plaude Meeting ▾ NEST ▾ recGMJxQEZ7V0BOPk https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recGMJxQEZ7V0BOPk NEST:Meeting:recGMJxQEZ7V0BOPk:loop2 New ▾ Medium ▾ Sep 3, 2026 Sep 3, 2026 — Three-year term proposed as a mechanism to lock pricing stability and potentially share protected backend margin as a prospect discount to win the business — · 09-03 Consultation: Competitive Pricing Strategy for Microsoft Licensing Consolidation (Crimson, April) — Crimson IT — — — Team to determine Sophos user counts per client before passing information to Charles for licensing Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Charles Plaude Meeting ▾ NEST ▾ recFvtuVQUUB0NKby https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFvtuVQUUB0NKby NEST:Meeting:recFvtuVQUUB0NKby:loop12 New ▾ High ▾ Sep 3, 2026 Sep 3, 2026 — Process was corrected so team gathers user counts first then engages Charles; Kellogg is at 240 plus users within the 200 to 400 range. — · Pulong ng koponan: Admin at Finance: transisyon sa trabaho, inayos ang operasyon — Crimson IT — — — Email Charles and Olivia, copying Pete, to request ConnectWise accounting and billing board access for April Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Elisa Plaude Meeting ▾ NEST ▾ recjSg0zJt2gi9uym https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjSg0zJt2gi9uym NEST:Meeting:recjSg0zJt2gi9uym:loop2 New ▾ High ▾ Sep 4, 2026 Sep 3, 2026 Sep 4, 2026 Pete confirmed Charles has authority to grant this access while Olivia is out. Access needed to give April visibility and support during Elisa's leave. — · Review: Month-End Finance and Resource Transition — Crimson IT — — — Amy to sit down with Emily to verify exact words and content of past conversations about hiring concerns Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Amy Plaude Meeting ▾ NEST ▾ recbjw3qrExwbu7SY https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbjw3qrExwbu7SY NEST:Meeting:recbjw3qrExwbu7SY:loop1 New ▾ Low ▾ Sep 7, 2026 Sep 7, 2026 — Amy listed this as a self-assigned action item; Christi and Amy have conflicting accounts of what Emily said about those conversations. — · 09-07 Breakdown of Trust in a Friendship — Crimson IT — — — Maggie to inform Miguel (Project Manager) that Newmark has not paid the down payment for their Meraki license Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Miguel Plaude Meeting ▾ NEST ▾ recFvtuVQUUB0NKby https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFvtuVQUUB0NKby NEST:Meeting:recFvtuVQUUB0NKby:loop1 New ▾ High ▾ Sep 3, 2026 Sep 3, 2026 — Newmark Meraki license down payment is outstanding and the PM was not yet informed. — · Pulong ng koponan: Admin at Finance: transisyon sa trabaho, inayos ang operasyon — Crimson IT — — — Maggie to take full ownership of reminding engineers and PMs about internal billing for construction projects Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Maggie Plaude Meeting ▾ NEST ▾ recFvtuVQUUB0NKby https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFvtuVQUUB0NKby NEST:Meeting:recFvtuVQUUB0NKby:loop3 New ▾ High ▾ Sep 3, 2026 Sep 3, 2026 — Past issue where Miguel and Kuya Mark invoiced without notifying admin, leaving finance with no matching record for payment reconciliation. — · Pulong ng koponan: Admin at Finance: transisyon sa trabaho, inayos ang operasyon — Crimson IT — — — Set up insurance for new hire Eric Lemos once Elisa can speak with him directly Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Elisa Plaude Meeting ▾ NEST ▾ recjSg0zJt2gi9uym https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjSg0zJt2gi9uym NEST:Meeting:recjSg0zJt2gi9uym:loop10 New ▾ Medium ▾ Sep 4, 2026 Sep 3, 2026 — Elisa is waiting to connect with Eric Lemos directly before initiating his insurance enrollment. — · Review: Month-End Finance and Resource Transition — Crimson IT — — — Caseworker to provide written benefits summary and Connecticut resource contact list including WIC, SNAP, housing aid, and childcare vouchers Crimson ▾ Follow-Up ▾ Open ▾ External / Waiting ▾ Inwood House / CT Transition Caseworker Plaude Meeting ▾ NEST ▾ recukBOwlIooSs1Vo https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recukBOwlIooSs1Vo NEST:Meeting:recukBOwlIooSs1Vo:loop6 New ▾ Medium ▾ Sep 7, 2026 Sep 7, 2026 — Daniela exited care without a clear resource handoff; a written benefits and contact summary is essential to prevent service gaps. — · 09-07 Reasoning-Note: Risk Assessment and Action Plan for Daniela's Premature Exit from Foster Care — Crimson IT — — — Review and fix current Azure bugs in the Westwood app and train Evan to use the in-app suggestion tool for tracking issues Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Evan Plaude Meeting ▾ NEST ▾ recmVBSMEp2v1tW0K https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmVBSMEp2v1tW0K NEST:Meeting:recmVBSMEp2v1tW0K:loop4 New ▾ High ▾ Sep 8, 2026 Sep 3, 2026 Sep 8, 2026 Bugs in the Azure version are attributed to domain gaps from the Base 44 migration; structured feedback and in-app suggestion tool will drive iterative fixes. — · 09-03 Lecture: Training Evan on Claude–GitHub–Azure Workflow, Code Migration from Base 44, Security and Branch Strategy — Crimson IT — — — Daniela to book intake appointment with Connecticut family services for postpartum support and housing assistance backstops Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Daniela Plaude Meeting ▾ NEST ▾ recukBOwlIooSs1Vo https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recukBOwlIooSs1Vo NEST:Meeting:recukBOwlIooSs1Vo:loop2 New ▾ Low ▾ Sep 7, 2026 Sep 7, 2026 — Caseworker warned of shelter system risk upon premature exit; Connecticut family services intake provides a contingency buffer. — · 09-07 Reasoning-Note: Risk Assessment and Action Plan for Daniela's Premature Exit from Foster Care — Crimson IT — — — Define an immediate safety plan for Angelique and the baby if she exits foster care before delivery Crimson ▾ Risk ▾ Open ▾ Counterparty ▾ Adriana / DCFS Supervisor Plaude Meeting ▾ NEST ▾ recvLPNBIyoxzFHUN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvLPNBIyoxzFHUN NEST:Meeting:recvLPNBIyoxzFHUN:loop10 New ▾ Medium ▾ Sep 4, 2026 Sep 3, 2026 Sep 4, 2026 No clear plan exists if Angelique leaves foster care pre-delivery; case closure ends housing eligibility and removes department oversight prior to birth. — · 09-03 Meeting: Angie's Substance Use, Pregnancy, and Foster Care Status — Crimson IT — — — ShareWeb to finalize internal bundle and discount process before sending proposal for prospective client with approximately 1,800 seats Crimson ▾ Follow-Up ▾ Open ▾ External / Waiting ▾ ShareWeb Plaude Meeting ▾ NEST ▾ recFvtuVQUUB0NKby https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFvtuVQUUB0NKby NEST:Meeting:recFvtuVQUUB0NKby:loop10 New ▾ Medium ▾ Sep 3, 2026 Sep 3, 2026 — April met with ShareWeb to negotiate better pricing for a large prospect; ShareWeb is still working through their internal approval process. — · Pulong ng koponan: Admin at Finance: transisyon sa trabaho, inayos ang operasyon — Crimson IT — — — Obtain progress billings from project managers Mark, Miguel, and Vlad for the Shelby and Primrose projects Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Elisa and Maggie Plaude Meeting ▾ NEST ▾ recjSg0zJt2gi9uym https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjSg0zJt2gi9uym NEST:Meeting:recjSg0zJt2gi9uym:loop9 New ▾ Medium ▾ Sep 4, 2026 Sep 3, 2026 Sep 7, 2026 Elisa and Maggie reviewed projects on September 2 and requested progress billings. The last Primrose billing was June 2026. Maggie is reviewing closed POs to identify billable hardware, software, and labor items to recognize partial revenue on the August P&L. — · Review: Month-End Finance and Resource Transition — Crimson IT — — — Vysna to apply to three local employers with immediate start dates and obtain one offer Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Vysna Plaude Meeting ▾ NEST ▾ recukBOwlIooSs1Vo https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recukBOwlIooSs1Vo NEST:Meeting:recukBOwlIooSs1Vo:loop3 New ▾ Low ▾ Sep 7, 2026 Sep 7, 2026 — Income is currently speculative while fixed housing obligations are immediate; employment is the primary financial stabilizer. — · 09-07 Reasoning-Note: Risk Assessment and Action Plan for Daniela's Premature Exit from Foster Care — Crimson IT — — — Vysna to schedule and attend first session with a local sobriety counseling program Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Vysna Plaude Meeting ▾ NEST ▾ recukBOwlIooSs1Vo https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recukBOwlIooSs1Vo NEST:Meeting:recukBOwlIooSs1Vo:loop4 New ▾ Low ▾ Sep 7, 2026 Sep 7, 2026 — Vysna was hospitalized on life support after extreme intoxication the night before the wedding, flagging significant co-parenting and household stability risk. — · 09-07 Reasoning-Note: Risk Assessment and Action Plan for Daniela's Premature Exit from Foster Care — Crimson IT — — — Cotsen team to review the organization's draft AI usage policy Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Cotsen Team Plaude Meeting ▾ NEST ▾ recShWOPe2ZnGDoNs https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recShWOPe2ZnGDoNs NEST:Meeting:recShWOPe2ZnGDoNs:loop5 New ▾ High ▾ Sep 3, 2026 Sep 3, 2026 — Assigned as homework; training aligns with Cotsen's draft AI usage policy which participants are expected to review. — · 09-03 Lecture: Introduction to Artificial Intelligence Basics — Cotsen Foundation — — — Julia to assist CoStar Foundation participants with new Outlook configuration questions Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ CoStar Foundation Plaude Meeting ▾ NEST ▾ recFKEVG7gdcjYct6 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFKEVG7gdcjYct6 NEST:Meeting:recFKEVG7gdcjYct6:loop3 New ▾ Medium ▾ Sep 4, 2026 Sep 4, 2026 — Julia, a Crimson project manager introduced at this session, was identified as the point of contact for new Outlook setup issues — · 09-04 Training: Microsoft 365 Copilot Walkthrough — Crimson IT — — — Amy to send a personal check in Dom's name to Christi's house to settle outstanding payment for work performed Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Amy Plaude Meeting ▾ NEST ▾ recbjw3qrExwbu7SY https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbjw3qrExwbu7SY NEST:Meeting:recbjw3qrExwbu7SY:loop0 New ▾ Medium ▾ Sep 7, 2026 Sep 7, 2026 — Amy verbally committed to issuing a personal check to resolve the pay dispute after disputing Britt's handling; no date set. — · 09-07 Breakdown of Trust in a Friendship — Crimson IT — — — Send recordings, notes, and recaps to CoStar Foundation participants via Kashif Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ CoStar Foundation Plaude Meeting ▾ NEST ▾ recFKEVG7gdcjYct6 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFKEVG7gdcjYct6 NEST:Meeting:recFKEVG7gdcjYct6:loop0 New ▾ High ▾ Sep 4, 2026 Sep 4, 2026 Sep 11, 2026 Instructor committed that Crimson staff would distribute session recordings and recap materials through Kashif following the September 4 training — · 09-04 Training: Microsoft 365 Copilot Walkthrough — Crimson IT — — — April to send finalized purchase receipt and order confirmation to Elisa for Finance records Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ April Plaude Meeting ▾ NEST ▾ recw4euOcBygUjRXI https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recw4euOcBygUjRXI NEST:Meeting:recw4euOcBygUjRXI:loop2 New ▾ High ▾ Sep 4, 2026 Sep 4, 2026 Sep 5, 2026 April coordinated the original purchase attempt and holds relevant order confirmation details needed for the September ledger. — · 09-04 Procurement Issue: 3‑D Secure Mismatch Blocks Apple Laptop Purchase; Finance Centralizes Payment to Resolve — Crimson IT — — — Upload supporting documentation including tech stack, authentication notes, and Miro workflow diagrams for Claude context Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Evan Plaude Meeting ▾ NEST ▾ recmVBSMEp2v1tW0K https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmVBSMEp2v1tW0K NEST:Meeting:recmVBSMEp2v1tW0K:loop5 New ▾ High ▾ Sep 8, 2026 Sep 3, 2026 Sep 8, 2026 Claude reads project context files before beginning work; the Adapto Inbox project serves as the reference exemplar with documented context. — · 09-03 Lecture: Training Evan on Claude–GitHub–Azure Workflow, Code Migration from Base 44, Security and Branch Strategy — Crimson IT — — — Daniela to enroll in WIC and SNAP at local Connecticut office Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Daniela Plaude Meeting ▾ NEST ▾ recukBOwlIooSs1Vo https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recukBOwlIooSs1Vo NEST:Meeting:recukBOwlIooSs1Vo:loop1 New ▾ Medium ▾ Sep 7, 2026 Sep 7, 2026 — Foster stipends were not reaching Daniela; WIC and SNAP enrollment would stabilize food and infant supplies immediately. — · 09-07 Reasoning-Note: Risk Assessment and Action Plan for Daniela's Premature Exit from Foster Care — Crimson IT — — — Caseworker to facilitate records transfer and confirm infant Elijah's medical care is established with a local Connecticut pediatrician Crimson ▾ Follow-Up ▾ Open ▾ External / Waiting ▾ Inwood House / CT Transition Caseworker Plaude Meeting ▾ NEST ▾ recukBOwlIooSs1Vo https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recukBOwlIooSs1Vo NEST:Meeting:recukBOwlIooSs1Vo:loop7 New ▾ Medium ▾ Sep 7, 2026 Sep 7, 2026 — Continuity of infant medical care is a critical safety requirement following the interstate placement transition. — · 09-07 Reasoning-Note: Risk Assessment and Action Plan for Daniela's Premature Exit from Foster Care — Crimson IT — — — Work with George to link documents into the application and set up his quad login Crimson ▾ Commitment ▾ Open ▾ Christi ▾ George Plaude Meeting ▾ NEST ▾ recmVBSMEp2v1tW0K https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmVBSMEp2v1tW0K NEST:Meeting:recmVBSMEp2v1tW0K:loop7 New ▾ Medium ▾ Sep 8, 2026 Sep 3, 2026 — George assists with document linkage into the app and requires a quad login setup; no specific date was confirmed. — · 09-03 Lecture: Training Evan on Claude–GitHub–Azure Workflow, Code Migration from Base 44, Security and Branch Strategy — Crimson IT — — — Clarify timeline, evaluation steps, and implementation plan for potential CareLogic migration AbilityFirst ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Ability First Plaude Meeting ▾ NEST ▾ recR8mP7jEbTAQlxo https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recR8mP7jEbTAQlxo NEST:Meeting:recR8mP7jEbTAQlxo:loop4 New ▾ Medium ▾ Sep 3, 2026 Sep 2, 2026 — Organization is considering migrating most programs to CareLogic but no defined evaluation or implementation steps were established; currently in budget season. — · 09-02 Meeting: Ability First Camp Network Repair, Software Migration to CareLogic, and Accessible User Instructions — Ability First — — — Assess Brett's usage needs and determine whether a higher-tier Claude plan is required Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Brett Plaude Meeting ▾ NEST ▾ recmVBSMEp2v1tW0K https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmVBSMEp2v1tW0K NEST:Meeting:recmVBSMEp2v1tW0K:loop8 New ▾ Medium ▾ Sep 8, 2026 Sep 3, 2026 — Brett is the decision-maker and finance contact; his usage pattern may require a higher-tier plan beyond Opus default. — · 09-03 Lecture: Training Evan on Claude–GitHub–Azure Workflow, Code Migration from Base 44, Security and Branch Strategy — Crimson IT — — — Schedule a campus tour of El Camino College for the week of the 14th Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 1 Plaude Meeting ▾ NEST ▾ rec5rNDGL76kymoEd https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5rNDGL76kymoEd NEST:Meeting:rec5rNDGL76kymoEd:loop3 New ▾ Medium ▾ Sep 4, 2026 Aug 31, 2026 Sep 14, 2026 Team committed to arranging a guided campus tour to help Ladonia explore college options; agency can provide financial support for related costs. — · 08-31 Planning Ladonia's Educational and Career Transition — Crimson IT — — — Steph to open a new Access Changes ticket in Cove using last five digits of badge number to correct Eric Lemus badge name from Josh Lemus Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Steph Plaude Meeting ▾ NEST ▾ recFvtuVQUUB0NKby https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFvtuVQUUB0NKby NEST:Meeting:recFvtuVQUUB0NKby:loop4 New ▾ High ▾ Sep 3, 2026 Sep 3, 2026 — Badge issued under name Josh Lemus but the registered system name is Eric Lemus. — · Pulong ng koponan: Admin at Finance: transisyon sa trabaho, inayos ang operasyon — Crimson IT — — — Daniela to secure written lease terms and set up automated rent payments with a weekly cash flow plan Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Daniela Plaude Meeting ▾ NEST ▾ recukBOwlIooSs1Vo https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recukBOwlIooSs1Vo NEST:Meeting:recukBOwlIooSs1Vo:loop0 New ▾ Low ▾ Sep 7, 2026 Sep 7, 2026 — Couple moved into Connecticut apartment with immediate rent due and no confirmed income; cash flow plan is critical to avoiding arrears. — · 09-07 Reasoning-Note: Risk Assessment and Action Plan for Daniela's Premature Exit from Foster Care — Crimson IT — — — Elisa to transfer ZAR 47,999 to Charl for the Apple laptop purchase Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Elisa (Finance) Plaude Meeting ▾ NEST ▾ recw4euOcBygUjRXI https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recw4euOcBygUjRXI NEST:Meeting:recw4euOcBygUjRXI:loop0 New ▾ High ▾ Sep 4, 2026 Sep 4, 2026 Sep 5, 2026 Elisa confirmed ability to send exact ZAR 47,999 directly, bypassing the failed personal card 3-D Secure flow. — · 09-04 Procurement Issue: 3‑D Secure Mismatch Blocks Apple Laptop Purchase; Finance Centralizes Payment to Resolve — Crimson IT — — — Elisa to record ZAR 47,999 transaction against September ledger upon receipt of purchase proof Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Elisa (Finance) Plaude Meeting ▾ NEST ▾ recw4euOcBygUjRXI https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recw4euOcBygUjRXI NEST:Meeting:recw4euOcBygUjRXI:loop3 New ▾ High ▾ Sep 4, 2026 Sep 4, 2026 Sep 5, 2026 Elisa requested receipt post-transaction for proper Finance reconciliation. — · 09-04 Procurement Issue: 3‑D Secure Mismatch Blocks Apple Laptop Purchase; Finance Centralizes Payment to Resolve — Crimson IT — — — Initiate Google-to-Microsoft migration project Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Client Plaude Meeting ▾ NEST ▾ recOn23ChzHjtB2ou https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recOn23ChzHjtB2ou NEST:Meeting:recOn23ChzHjtB2ou:loop3 New ▾ High ▾ Sep 3, 2026 Sep 2, 2026 — This will be the 16th Google-to-Microsoft migration executed in the last three years; set to begin shortly. — · 09-02 Reasoning Note: Delivering Adapto Inbox Beta Amid Enterprise IT Demands and Major Personal Commitments — Crimson IT — — — Contact David at Newmark directly if the hardware down payment invoice remains unpaid by September 15, 2026 Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Pete Plaude Meeting ▾ NEST ▾ recjSg0zJt2gi9uym https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjSg0zJt2gi9uym NEST:Meeting:recjSg0zJt2gi9uym:loop5 New ▾ High ▾ Sep 4, 2026 Sep 3, 2026 Sep 15, 2026 Maggie sent the down payment invoice on August 13, 2026. Maricar confirmed W-9, bank details, and PI-A were also sent that day. Pete set September 15 as the intervention deadline and noted discovery work for Halo and related projects will be held until payment is received. — · Review: Month-End Finance and Resource Transition — Crimson IT — — — Schedule and deliver additional Copilot trainings for CoStar Foundation in October and November Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ CoStar Foundation Plaude Meeting ▾ NEST ▾ recFKEVG7gdcjYct6 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFKEVG7gdcjYct6 NEST:Meeting:recFKEVG7gdcjYct6:loop1 New ▾ High ▾ Sep 4, 2026 Sep 4, 2026 Sep 30, 2026 Follow-on training sessions are planned for October and November; coordination needed to confirm dates and agenda — · 09-04 Training: Microsoft 365 Copilot Walkthrough — Crimson IT — — — Schedule post-birth budgeting meeting with caregiver, Angelique, Stephanie, and Supervisor to structure W rate fund use Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Adriana / DCFS Supervisor Plaude Meeting ▾ NEST ▾ recvLPNBIyoxzFHUN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvLPNBIyoxzFHUN NEST:Meeting:recvLPNBIyoxzFHUN:loop6 New ▾ Medium ▾ Sep 4, 2026 Sep 3, 2026 — Policy is that the caregiver receives the W rate; Angelique's attorney reportedly told her otherwise. Meeting will clarify appropriate use of funds for baby needs. — · 09-03 Meeting: Angie's Substance Use, Pregnancy, and Foster Care Status — Crimson IT — — — Kevin to assess and, if viable, increase outdoor AP transmit power to reduce Wi-Fi dead spots AbilityFirst ▾ Commitment ▾ Open ▾ Crimson Team ▾ Ability First Plaude Meeting ▾ NEST ▾ recR8mP7jEbTAQlxo https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recR8mP7jEbTAQlxo NEST:Meeting:recR8mP7jEbTAQlxo:loop1 New ▾ High ▾ Sep 3, 2026 Sep 2, 2026 — Connectivity issues primarily affect users with older phones; increasing AP power may help but impact on older devices must be evaluated. — · 09-02 Meeting: Ability First Camp Network Repair, Software Migration to CareLogic, and Accessible User Instructions — Ability First — — — Vanessa to send the ILP services and reimbursable items list to Ladonia Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Vanessa Tefoya Plaude Meeting ▾ NEST ▾ rec5rNDGL76kymoEd https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5rNDGL76kymoEd NEST:Meeting:rec5rNDGL76kymoEd:loop1 New ▾ High ▾ Sep 4, 2026 Aug 31, 2026 — ILP coordinator Cirelia manages funding; list covers books, supplies, household goods, and potentially vocational training such as cosmetology. — · 08-31 Planning Ladonia's Educational and Career Transition — Crimson IT — — — Maggie to clarify with Maricar that follow-up on down payment must happen three days after invoice is sent Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Maggie Plaude Meeting ▾ NEST ▾ recFvtuVQUUB0NKby https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFvtuVQUUB0NKby NEST:Meeting:recFvtuVQUUB0NKby:loop0 New ▾ High ▾ Sep 3, 2026 Sep 3, 2026 — Maricar had not been following up on Newmark down payment for Meraki license; Maggie is taking ownership of this reminder process. — · Pulong ng koponan: Admin at Finance: transisyon sa trabaho, inayos ang operasyon — Crimson IT — — — Add Elisa's leave dates (October 12 to December 8, 2026) to Pete's calendar Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ April Plaude Meeting ▾ NEST ▾ recjSg0zJt2gi9uym https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjSg0zJt2gi9uym NEST:Meeting:recjSg0zJt2gi9uym:loop0 New ▾ High ▾ Sep 4, 2026 Sep 3, 2026 Sep 4, 2026 April is responsible for blocking Elisa's absence on Pete's calendar so leadership is aligned on coverage gaps. — · Review: Month-End Finance and Resource Transition — Crimson IT — — — Deliver hands-on AI session covering Outlook, Teams, Word, and Excel applications Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Cotsen Team Plaude Meeting ▾ NEST ▾ recShWOPe2ZnGDoNs https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recShWOPe2ZnGDoNs NEST:Meeting:recShWOPe2ZnGDoNs:loop2 New ▾ High ▾ Sep 3, 2026 Sep 3, 2026 Sep 4, 2026 Session 2 is scheduled for September 4, 2026 and will focus on applied AI use within Microsoft 365 apps. — · 09-03 Lecture: Introduction to Artificial Intelligence Basics — Cotsen Foundation — — — April to review delivered pricing scenarios and sharpen her proposal for the prospect Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ April Plaude Meeting ▾ NEST ▾ recGMJxQEZ7V0BOPk https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recGMJxQEZ7V0BOPk NEST:Meeting:recGMJxQEZ7V0BOPk:loop1 New ▾ High ▾ Sep 3, 2026 Sep 3, 2026 — April needs a clear competitive offer before the October 1 margin reduction takes effect; proposal should frame licensing optimization as value-added, not just a cost transfer — · 09-03 Consultation: Competitive Pricing Strategy for Microsoft Licensing Consolidation (Crimson, April) — Crimson IT — — — Set up Evan's computer instance and custom Claude instructions and transfer existing Azure setup into his environment Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Evan Plaude Meeting ▾ NEST ▾ recmVBSMEp2v1tW0K https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmVBSMEp2v1tW0K NEST:Meeting:recmVBSMEp2v1tW0K:loop3 New ▾ High ▾ Sep 8, 2026 Sep 3, 2026 Sep 8, 2026 Evan needs a fully configured personal instance including custom prompting context before he can begin independent bug fixing and deployments. — · 09-03 Lecture: Training Evan on Claude–GitHub–Azure Workflow, Code Migration from Base 44, Security and Branch Strategy — Crimson IT — — — Collect participant questions and a non-confidential document from Cotsen attendees before next session Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Cotsen Team Plaude Meeting ▾ NEST ▾ recShWOPe2ZnGDoNs https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recShWOPe2ZnGDoNs NEST:Meeting:recShWOPe2ZnGDoNs:loop1 New ▾ High ▾ Sep 3, 2026 Sep 3, 2026 Sep 4, 2026 Attendees were asked to send Christi any questions and a non-sensitive document to use as a hands-on example in the next session. — · 09-03 Lecture: Introduction to Artificial Intelligence Basics — Cotsen Foundation — — — Gather feedback from Speakers 1 and 3 before deciding whether to proceed with the 14-day notice now Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Speaker 2 / Foster Caregiver Plaude Meeting ▾ NEST ▾ recvLPNBIyoxzFHUN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvLPNBIyoxzFHUN NEST:Meeting:recvLPNBIyoxzFHUN:loop3 New ▾ Medium ▾ Sep 4, 2026 Sep 3, 2026 Sep 7, 2026 Speaker 2 explicitly requested input from Speakers 1 and 3 before moving forward with the notice decision. — · 09-03 Meeting: Angie's Substance Use, Pregnancy, and Foster Care Status — Crimson IT — — — Formalize hardware procurement policy mandating Finance-owned payment instruments for company purchases Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Elisa (Finance) or Finance Lead delegate Plaude Meeting ▾ NEST ▾ recw4euOcBygUjRXI https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recw4euOcBygUjRXI NEST:Meeting:recw4euOcBygUjRXI:loop4 New ▾ Medium ▾ Sep 4, 2026 Sep 4, 2026 — Root cause of this incident is reliance on personal cards and third-party phone-based 3-D Secure authentication; policy should mandate corporate card or centralized bank transfer to eliminate authentication mismatches and lockout risk. — · 09-04 Procurement Issue: 3‑D Secure Mismatch Blocks Apple Laptop Purchase; Finance Centralizes Payment to Resolve — Crimson IT — — — Confirm whether Angelique has officially filed for case closure with her attorney and verify her actual intent and timeline Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Stephanie / Social Worker Plaude Meeting ▾ NEST ▾ recvLPNBIyoxzFHUN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvLPNBIyoxzFHUN NEST:Meeting:recvLPNBIyoxzFHUN:loop7 New ▾ Medium ▾ Sep 4, 2026 Sep 3, 2026 Sep 5, 2026 Angelique contacted her attorney seeking removal from foster care; no formal closure notice received yet. Case closure ends all departmental housing eligibility immediately. — · 09-03 Meeting: Angie's Substance Use, Pregnancy, and Foster Care Status — Crimson IT — — — Adriana (Speaker 6) to visit the home on September 4, 2026 at approximately 11:00 AM to speak with Angie about vaping and deliver the bassinet Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Adriana / DCFS Supervisor Plaude Meeting ▾ NEST ▾ recvLPNBIyoxzFHUN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvLPNBIyoxzFHUN NEST:Meeting:recvLPNBIyoxzFHUN:loop0 New ▾ High ▾ Sep 4, 2026 Sep 3, 2026 Sep 4, 2026 Visit is to address vaping concerns directly with Angelique and document the conversation for the official record. — · 09-03 Meeting: Angie's Substance Use, Pregnancy, and Foster Care Status — Crimson IT — — — Cover how to make AI-generated text sound authentic in an upcoming session segment Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Cotsen Team Plaude Meeting ▾ NEST ▾ recShWOPe2ZnGDoNs https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recShWOPe2ZnGDoNs NEST:Meeting:recShWOPe2ZnGDoNs:loop4 New ▾ Medium ▾ Sep 3, 2026 Sep 3, 2026 Sep 4, 2026 Participant concern about inauthentic AI-generated communication was raised; Christi committed to addressing this by teaching the draft-and-refine approach. — · 09-03 Lecture: Introduction to Artificial Intelligence Basics — Cotsen Foundation — — — Charl to complete Apple laptop purchase with Finance funds and send receipt to Elisa Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Charl Plaude Meeting ▾ NEST ▾ recw4euOcBygUjRXI https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recw4euOcBygUjRXI NEST:Meeting:recw4euOcBygUjRXI:loop1 New ▾ High ▾ Sep 4, 2026 Sep 4, 2026 Sep 5, 2026 Charl must finalize the purchase once funds are received and forward official receipt to Elisa for reconciliation. — · 09-04 Procurement Issue: 3‑D Secure Mismatch Blocks Apple Laptop Purchase; Finance Centralizes Payment to Resolve — Crimson IT — — — Iron Gate to provide specific card details for their licenses; team to exercise caution when adding to the account Crimson ▾ Follow-Up ▾ Open ▾ External / Waiting ▾ Iron Gate Plaude Meeting ▾ NEST ▾ recFvtuVQUUB0NKby https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFvtuVQUUB0NKby NEST:Meeting:recFvtuVQUUB0NKby:loop13 New ▾ Medium ▾ Sep 3, 2026 Sep 3, 2026 — Iron Gate will supply a dedicated card for license payments; Vincent reminded the team to be careful about additions. — · Pulong ng koponan: Admin at Finance: transisyon sa trabaho, inayos ang operasyon — Crimson IT — — — Assess proposed $300,000 IT budget reduction for Client 1 and confirm approval path Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Client 1 Plaude Meeting ▾ NEST ▾ recOn23ChzHjtB2ou https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recOn23ChzHjtB2ou NEST:Meeting:recOn23ChzHjtB2ou:loop5 New ▾ Medium ▾ Sep 3, 2026 Sep 2, 2026 — Christi proposed eliminating duplication to achieve the additional reduction on top of a prior $130,000 cut made under the previous CIO. — · 09-02 Reasoning Note: Delivering Adapto Inbox Beta Amid Enterprise IT Demands and Major Personal Commitments — Crimson IT — — — Set clear next steps, metrics, and responsible owners for using Copilot to analyze lease trends Alere ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Alere Plaude Meeting ▾ NEST ▾ rec2YrKdzgdg02JJ2 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec2YrKdzgdg02JJ2 NEST:Meeting:rec2YrKdzgdg02JJ2:loop5 New ▾ Low ▾ Sep 3, 2026 Sep 3, 2026 — Alere is experimenting with Copilot for lease-signing trend analytics over historical Chicago data. Initiative is exploratory with no defined scope, metrics, or owners. — · 09-03 Meeting: AI Prompt Engineering, Governance, and Copilot Adoption — Alere — — — Follow up with Fusion Connect on QoS policies for Collier's EYP phone system and prepare contingency steps Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Fusion Connect Plaude Meeting ▾ NEST ▾ rec4qP29FKQRaL27L https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec4qP29FKQRaL27L NEST:Meeting:rec4qP29FKQRaL27L:loop1 New ▾ High ▾ Jun 5, 2026 May 20, 2026 — Ongoing phone system issue at Collier's EYP despite rerouting; Gabby owns follow-up; if QoS adjustments do not resolve the issue, further escalation or alternative carriers should be considered. — · 05-20 Meeting: Leadership Change, IT Migration, and AI Initiative — Crimson IT — — — Provide recorded training/demo to Casey (CEO) for app usage onboarding Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Westwood Financial Plaude Meeting ▾ NEST ▾ recs0fqc5fvNu38e6 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recs0fqc5fvNu38e6 NEST:Meeting:recs0fqc5fvNu38e6:loop0 New ▾ High ▾ Aug 13, 2026 Aug 13, 2026 — Casey needs to understand app functionality; recorded demo to be shared as primary training vehicle. — · 08-13 Meeting: Westwood Financial Mail Intelligence App – Azure Deployment, Ada AI Triage, Security and Beta Resell Plan — Crimson IT — — — Define specific deadlines for E5 license upgrade completion and Purview setup Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Crimson Team Plaude Meeting ▾ NEST ▾ recwFJAOuWhEwIFTb https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recwFJAOuWhEwIFTb NEST:Meeting:recwFJAOuWhEwIFTb:loop6 New ▾ Medium ▾ Jul 24, 2026 Jul 24, 2026 Jul 25, 2026 Timeline was described only as rapid; no concrete dates were established for either deliverable. — · 07-24 Meeting: Belay E5 License Upgrade and Insider Threat Security Measures — Crimson IT — — — Identify new VoIP provider for Ability First AbilityFirst ▾ Decision Needed ▾ Open ▾ Christi ▾ Olivia, Caleb Plaude Meeting ▾ NEST ▾ rec0xEjV90Fc5qmBH https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec0xEjV90Fc5qmBH NEST:Meeting:2026-05-26-Crimson:af-voip-provider New ▾ High ▾ Jun 5, 2026 May 26, 2026 Jun 15, 2026 Blue Wave phones possibly one or two remaining sites. Shift away from Comm-Direct. Crimson to handle phones and cabling. Need new VoIP provider. Topic prioritized. — · 05-26 Weekly Meeting: Firewall Shipments, Migrations (ITGlue→Hudu, Gmail→Microsoft), AutoElevate, VoIP, and Project Scheduling — Ability First — — — Deliver Power Automate training on email categorization Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Training attendees Plaude Meeting ▾ NEST ▾ recauMpcJ8CK2VVw1 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recauMpcJ8CK2VVw1 NEST:Meeting:recauMpcJ8CK2VVw1:loop3 New ▾ Medium ▾ Aug 11, 2026 Aug 11, 2026 — Upcoming Power Automate module on email categorization referenced in session assignments; date not specified. — · 08-11 Lecture: Microsoft 365 Copilot Training — Safe Usage, Outlook/Word/Excel/PowerPoint, Prompting, and Privacy — Crimson IT — — — Contact Charl (license vendor) to complete the E5 license upgrade for all Belay users Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Charl Plaude Meeting ▾ NEST ▾ recwFJAOuWhEwIFTb https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recwFJAOuWhEwIFTb NEST:Meeting:recwFJAOuWhEwIFTb:loop1 New ▾ High ▾ Jul 24, 2026 Jul 24, 2026 Jul 25, 2026 Once assigned, the responsible person must engage Charl to execute the E5 upgrade and remove E5 security add-ons from existing E3 licenses. — · 07-24 Meeting: Belay E5 License Upgrade and Insider Threat Security Measures — Crimson IT — — — Follow up with Angie to confirm she arrived home safely Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Angie Plaude Meeting ▾ NEST ▾ recFqnViYIdqthfZc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFqnViYIdqthfZc NEST:Meeting:recFqnViYIdqthfZc:loop0 New ▾ High ▾ Aug 25, 2026 Aug 25, 2026 — UberX was ordered for Angie to 11633 Hawthorne Boulevard; pickup on 117th Street near parking lot entrance, silver Toyota Camry, plate ending 242, ETA 3 minutes at time of call. — · 08-25 Operational Incident: Dual-Task Multitasking—Employee Transport Coordination and Copilot Cost-Alert Reconfiguration — Crimson IT — — — Assist Olivia with migrating companies and Crimson-related items into Hudu Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Olivia Plaude Meeting ▾ NEST ▾ recfcJqXvaowYzhDB https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfcJqXvaowYzhDB NEST:Meeting:recfcJqXvaowYzhDB:loop1 New ▾ High ▾ Jun 5, 2026 May 19, 2026 — Olivia has a large volume of documentation to migrate with only a couple of days remaining; Christi offered to help using newly freed evening availability — · 05-19 Team Sync on Workload, Management, and Tooling — Crimson IT — — — Define governance guidelines for client-specific product pricing overrides to ensure consistent billing. Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Internal Plaude Meeting ▾ NEST ▾ recidKvIThjeSbArB https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recidKvIThjeSbArB NEST:Meeting:recidKvIThjeSbArB:loop9 New ▾ Low ▾ Jun 5, 2026 May 27, 2026 — UBI allows per-client/site product mapping to alternative PSA products for discounts; without guidelines, overrides could create billing inconsistencies. — · 05-27 Meeting: UBI vs. Legacy RMM-PSA Integration, Product Mapping, and PSA Sync Strategy — Crimson IT — — — Christi to review MFA-related tickets for SHARP Crimson ▾ Commitment ▾ Open ▾ Christi ▾ SHARP Plaude Meeting ▾ NEST ▾ rec1aLHcveBOe8ReS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1aLHcveBOe8ReS NEST:Meeting:rec1aLHcveBOe8ReS:loop4 New ▾ High ▾ Jun 5, 2026 May 19, 2026 — MFA turned on with grace period; Christi assigned to review any resulting support tickets — · 05-19 Meeting: Project Status, Migrations, Security, and AI Rollouts — Crimson IT — — — Provide a personal live demonstration of AI capabilities and document parsing to the requesting attendee Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Requesting attendee Plaude Meeting ▾ NEST ▾ recDSmUMTkSZu0ibD https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDSmUMTkSZu0ibD NEST:Meeting:recDSmUMTkSZu0ibD:loop1 New ▾ High ▾ Aug 27, 2026 Aug 25, 2026 Aug 25, 2026 One-on-one demo of AI document parsing requested during the Q&A portion of the session. — · Training Session: Microsoft Power Automate Basics and AI Integration — Crimson IT — — —