| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Create two themed Excel documents (employee data and financial data) using Lord of the Rings, Star Trek, and Star Wars themes for Ability First and Scharp training sessions | Cotsen | recD0jScwiu2pZjIY | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recD0jScwiu2pZjIY | NEST:Meeting:recD0jScwiu2pZjIY:loop0 | Jun 5, 2026 | May 21, 2026 | May 21, 2026 | Two spreadsheets needed: one with fake employee names, salaries, start dates, and locations; one with fake financial data. Both themed around the three franchises. No tables on the employee data sheet. | — | · | 05-21 Lecture: AI Training on Microsoft Copilot and Claude | — | Cotsen Foundation | — | — | — | |||||||||
| Check on status of outstanding invoices and share updates | Erin | recIgwoJuOn4vph3e | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIgwoJuOn4vph3e | NEST:Meeting:recIgwoJuOn4vph3e:loop2 | Jun 18, 2026 | Jun 18, 2026 | Jun 21, 2026 | ACH payments take 2-3 days to process due to fraud verification step; Erin will follow up with her team on remaining invoices per account. | — | · | 06-18 Meeting: Vendor Quotes, Internet Redundancy, Contract Audit, and Invoice Follow-ups | — | Crimson IT | — | — | — | |||||||||
| Assign Julie as co-host for both Thursday and Friday Copilot training sessions | Julie | recpLIQUge3kJbjLG | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpLIQUge3kJbjLG | NEST:Meeting:recpLIQUge3kJbjLG:loop0 | Aug 29, 2026 | Aug 28, 2026 | Sep 3, 2026 | Julie must be co-host so meetings continue and recordings save if Christi departs early Thursday. | — | · | 08-28 Meeting: Microsoft 365 Copilot Training Schedule and Content | — | Crimson IT | — | — | — | |||||||||
| Keelan Clark to investigate and provide a pricing adjustment decision and retroactive credit answer to Vince by Monday August 31 2026 | Keelan Clark | recXld4wyvZWM89QO | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recXld4wyvZWM89QO | NEST:Meeting:recXld4wyvZWM89QO:loop1 | Aug 28, 2026 | Aug 28, 2026 | Aug 31, 2026 | Vince needs a confirmed answer by August 31 to update his CEO who must respond to Eldridge Aker Partners CEO; target is to restore per-unit cost close to $1.70 while retaining monthly billing cycle and secure credit for overcharges incurred since May-July 2026 | — | · | 08-28 Consultation: Eldridge Aker Partners Pricing Issue for CloudAlly Box Backup | — | Crimson IT | — | — | — | |||||||||
| Send Counted Doors website link to Tally via text message | Tally | recQEKohaC3X6gTzv | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQEKohaC3X6gTzv | NEST:Meeting:recQEKohaC3X6gTzv:loop7 | Aug 27, 2026 | Aug 25, 2026 | — | Counted Doors is Christi's website supporting foster parents; to be sent by text. | — | · | 08-25 AI Tool Training and Configuration for a Law Firm | — | Crimson IT | — | — | — | |||||||||
| Correct Alere CW ticket 946118 user count from 67 to 45 | Giancarlo Foppiano (Alere) | — | — | NEST:OpenLoop:alere-946118-usercount | Jun 5, 2026 | Jun 5, 2026 | Jun 6, 2026 | Alere user count confirmed at 45 (resolves 67 vs 45). CW ticket 946118 (Enable Copilot for Full User Population) still reads 67 and should be corrected to 45. Quote scope of 45 stands. | — | · | — | — | Alere | — | — | — | |||||||||
| Assign owner and timeline for Box-to-Google/Microsoft migration before Box subscription renews | SCHARP leadership | recojbtlTTnzr8Zvy | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recojbtlTTnzr8Zvy | NEST:Meeting:recojbtlTTnzr8Zvy:loop8 | Jun 6, 2026 | Jun 1, 2026 | Jun 15, 2026 | Box renewal is a few months out. Google Drive and Microsoft offer better HIPAA compliance. Target migration start within 2-4 weeks. No owner or start date assigned yet. | — | · | 06-01 会议: Access, MFA Rollout, IT Ticket Metrics, Training, Box Migration, Power BI Licensing | — | SCHARP | — | — | — | |||||||||
| Christi to schedule meeting with Jennifer C and Pratt to discuss Power BI reports | Jennifer C / Pratt | recojbtlTTnzr8Zvy | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recojbtlTTnzr8Zvy | NEST:Meeting:recojbtlTTnzr8Zvy:loop6 | Jun 6, 2026 | Jun 1, 2026 | Jun 7, 2026 | Goal is to build more efficient real-time data reporting dashboards similar to AbilityFirst web-based budget and asset dashboard. | — | · | 06-01 会议: Access, MFA Rollout, IT Ticket Metrics, Training, Box Migration, Power BI Licensing | — | SCHARP | — | — | — | |||||||||
| Establish standardized workflow with RACI, turnaround SLAs, and feedback requirements for all marketing requests | April | recHLIfFrzBB6mdnS | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHLIfFrzBB6mdnS | NEST:Meeting:recHLIfFrzBB6mdnS:loop11 | Aug 28, 2026 | Aug 28, 2026 | — | Current process has no ticketing or standardized approval flow; ad-hoc requests from multiple departments have been overwhelming | — | · | 08-28 Pulong: Pamamahala sa Marketing, Proseso ng Pag-apruba, at Pagsusuri ng Gastos | — | Crimson IT | — | — | — | |||||||||
| Robert and Gaston to begin handling AbilityFirst tickets remotely and report weekly on Microsoft-related learning gaps to inform training agenda | Robert and Gaston | recmFZ8nXXoHPBIWs | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmFZ8nXXoHPBIWs | NEST:Meeting:recmFZ8nXXoHPBIWs:loop9 | Jun 19, 2026 | Jun 19, 2026 | — | Assigned to AbilityFirst remote tickets to build Microsoft system familiarity; remote-only constraint set because onsite roles face interruptions that break tasks requiring precise timing. | — | · | 06-19 Reasoning Note: Implementing GDAP and Enforcing Change Management to Address Operational Risks in Microsoft Administration | — | Crimson IT | — | — | — | |||||||||
| Obtain ComDirect invoice with per-line rates to quantify the AbilityFirst line-elimination savings | ComDirect | — | — | — | Jul 28, 2026 | Jul 28, 2026 | — | The line usage analysis is complete but the dollar impact is not sized. The CSR reports list lines and the June17-July16 export is call detail only - neither carries a per-line rate. Need the ComDirect invoice for the cycle to price the 288 zero-usage lines and the 121 in fully dead blocks. | Blocks the business case for the disconnect. Source: CW ticket 962518. | · | — | — | Ability First | — | — | — | |||||||||
| Send Josh the meeting transcript from this session | Josh - h5datacenters.com | rec8Mxxdxc5y14y2e | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8Mxxdxc5y14y2e | NEST:Meeting:rec8Mxxdxc5y14y2e:loop2 | Aug 5, 2026 | Aug 5, 2026 | Aug 5, 2026 | Consultant was testing meeting summary feature using Microsoft transcripts during this call | — | · | 08-05 Consultation: Josh - AI Email Management Tool Demo | — | Crimson IT | — | — | — | |||||||||
| Update Hudo for several closed projects and include cloud PC self-reprovisioning note for Project 2317 | Internal - Help Desk | recrkTNKFtyvGHBmx | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrkTNKFtyvGHBmx | NEST:Meeting:recrkTNKFtyvGHBmx:loop6 | Jul 28, 2026 | Jul 28, 2026 | Jul 31, 2026 | Speaker 5 to update Hudo with closure notes and document the cloud PC self-reprovisioning incident. | — | · | 07-28 Weekly Meeting: Project Status Updates and Process Coordination | — | Crimson IT | — | — | — | |||||||||
| Install new MX85 firewall for Anderson next week | Anderson | recLfjjFlVaD0Qjpi | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLfjjFlVaD0Qjpi | NEST:Meeting:recLfjjFlVaD0Qjpi:loop0 | Jun 5, 2026 | Jun 3, 2026 | Jun 10, 2026 | MX85 firewall installation scheduled for the week of June 10, 2026. | — | · | 06-03 Meeting: Crimson IT Vision, AI, and Project Updates | — | Crimson IT | — | — | — | |||||||||
| Remediate Azure subscription misconfigurations including access key rotation for C-Bus environment | Internal | recg2xpfFnMIRmxbG | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recg2xpfFnMIRmxbG | NEST:Meeting:recg2xpfFnMIRmxbG:loop10 | Jun 5, 2026 | May 21, 2026 | May 30, 2026 | Findings related to Azure environment hosting C-Bus include unrotated access keys. Requires configuration changes in Azure. | — | · | 05-21 Weekly Meeting: Security Remediation Plan and Product Decommissioning | — | Crimson IT | — | — | — | |||||||||
| Create a basic user in EAP's Microsoft tenancy for the Claude account | EAP | reczzASWno0pQiu64 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reczzASWno0pQiu64 | NEST:Meeting:reczzASWno0pQiu64:loop0 | Jul 23, 2026 | Jul 23, 2026 | — | A dedicated Microsoft tenancy user needs to be created in EAP's environment to support the Box-Claude integration. | — | · | 07-23 Weekly Meeting: Box and Claude Integration, Data Security | — | Crimson IT | — | — | — | |||||||||
| Send recording, transcript, deck, cheat sheets, prompt cookbook, and agent one-pager to attendees by afternoon of 2026-08-04 | Alere | recc7MdNl4A0kVBV5 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recc7MdNl4A0kVBV5 | NEST:Meeting:recc7MdNl4A0kVBV5:loop0 | Aug 3, 2026 | Aug 3, 2026 | Aug 4, 2026 | Attendees were told to email christi@crimsonit.com if materials not received by the evening of August 4, 2026 | — | · | 08-03 Lecture: Microsoft 365 Copilot Workflows for Property Management and Accounting | — | Alere | — | — | — | |||||||||
| Pete to mandate no work without ticket plus project linkage plus change request for all production-impacting actions | Pete | recmFZ8nXXoHPBIWs | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmFZ8nXXoHPBIWs | NEST:Meeting:recmFZ8nXXoHPBIWs:loop4 | Jun 19, 2026 | Jun 19, 2026 | — | Policy mandate requires CEO sanction to be enforceable given current cultural resistance and tribal workaround habits. | — | · | 06-19 Reasoning Note: Implementing GDAP and Enforcing Change Management to Address Operational Risks in Microsoft Administration | — | Crimson IT | — | — | — | |||||||||
| Send training documents link to Anzor | Speaker 3 | rec9VJ2CyNOISM0kP | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9VJ2CyNOISM0kP | NEST:Meeting:rec9VJ2CyNOISM0kP:loop4 | Jul 23, 2026 | Jul 23, 2026 | — | Speaker 3 to provide Power Automate or AI training document link to Anzor following the session | — | · | 07-23 AI Tools Training: Copilot, Claude, and Plaud | — | Crimson IT | — | — | — | |||||||||
| Receive device payments and upgrade eligibility list from Gloria | Gloria (Verizon) | rec77Mg0Yhtv1uYW8 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec77Mg0Yhtv1uYW8 | NEST:Meeting:2026-05-29-VoIP:device-payments-list | Jun 5, 2026 | May 29, 2026 | Jun 10, 2026 | Gloria to email list of active device payments and upgrade eligibility dates, explicitly stating these are device payments not service contracts. | — | · | 05-29 Consultation: VoIP Solutions Evaluation - Verizon One Talk & Teams Integration | — | Ability First | — | — | — | |||||||||
| Meet with ComDirect this week to discuss automatic invoice delivery failure and manual download requirement | ComDirect | recAOSqaLc6x4qizU | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAOSqaLc6x4qizU | NEST:Meeting:recAOSqaLc6x4qizU:loop3 | Jul 21, 2026 | Jul 21, 2026 | Jul 25, 2026 | ComDirect invoices are not arriving automatically; Christi needs account logins beforehand and will raise the issue directly with ComDirect. | — | · | 07-21 Weekly Meeting: Concur Expense Reports and IT Process Improvements | — | Crimson IT | — | — | — | |||||||||
| Provide Pete and Olivia with access to or copies of the CIT capacity calculator and relevant cost spreadsheets | Pete | recXrPonImrGBAyLC | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recXrPonImrGBAyLC | NEST:Meeting:recXrPonImrGBAyLC:loop1 | Jun 18, 2026 | Jun 16, 2026 | — | Christi built the CIT capacity calculator, originally posted by Anzor; access issues were noted and materials need to be shared with Pete and Olivia. | — | · | 06-16 Meeting: Avalon Help Desk Cost Estimation - Fully Burdened Hourly Rate and Burden Factor Validation | — | Avalon | — | — | — | |||||||||
| Complete Foothill Huntress and VPN deployment by first week of September | Seg | recpEEPiyRjT475eK | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpEEPiyRjT475eK | NEST:Meeting:recpEEPiyRjT475eK:loop6 | Aug 27, 2026 | Aug 26, 2026 | Sep 7, 2026 | Seg confirmed early September target; Pete asked for and received the Huntress timeline confirmation. | — | · | 08-26 Daily Meeting: Cybersecurity, Project Updates, and Training | — | Crimson IT | — | — | — | |||||||||
| Identify which subset of the 12 users will require the $100/month licensing tier to manage budget expectations | Client (Vance and Michael) | rec3cqNF6Lq2sPTCl | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec3cqNF6Lq2sPTCl | NEST:Meeting:rec3cqNF6Lq2sPTCl:loop8 | Jun 17, 2026 | Jun 17, 2026 | Jul 1, 2026 | Advisory given that approximately half of users may need the $100 tier; initial plan is $25/month per user with $100 upgrade option available. | — | · | 06-17 Meeting: Cloud Teams SSO Rollout, Connector Setup, Licensing, and Training | — | Crimson IT | — | — | — | |||||||||
| Define scope, responsibilities, reporting structure, key success criteria, and development milestones for the internal compliance officer role | Pete | recjf8AAhdGKdOIf3 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjf8AAhdGKdOIf3 | NEST:Meeting:recjf8AAhdGKdOIf3:loop3 | Jun 6, 2026 | May 26, 2026 | — | Pete prefers developing an internal candidate rather than external hire. Role reports to Christi. Formal role definition has not yet been documented. | — | · | 05-26 Meeting: Compliance Officer Selection, Security Questionnaire Gaps, and Equipment Update | — | Crimson IT | — | — | — | |||||||||
| Define steps and timeline for MRI API integration after initial Claude migration is stable | Evan | recr9xebWng7LQqlb | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recr9xebWng7LQqlb | NEST:Meeting:recr9xebWng7LQqlb:loop5 | Aug 5, 2026 | Aug 5, 2026 | — | MRI API integration for project creation similar to Procore is planned but has no written code, defined steps, or start date yet. | — | · | 08-05 Meeting: BAFMA Access, Code Migration to Claude, MRI API Integration Timeline | — | Crimson IT | — | — | — | |||||||||
| Inform Gabby of switch and port for each extra AP so she can configure correctly | Gabby | rechpI09UmOkwEy3G | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rechpI09UmOkwEy3G | NEST:Meeting:rechpI09UmOkwEy3G:loop2 | Jun 5, 2026 | May 28, 2026 | — | Extra APs have no pre-assigned ports; real-time coordination with Gabby via call or text to 424-351-4583 during installation. | — | · | 05-28 Weekly Meeting: Project Inventory and Wireless Deployment | — | Crimson IT | — | — | — | |||||||||
| Email all staff about Charl contract status and updated data migration timeline | All Staff | reckwl9gCvCI6VCrC | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckwl9gCvCI6VCrC | NEST:Meeting:reckwl9gCvCI6VCrC:loop0 | Aug 3, 2026 | Aug 3, 2026 | Aug 10, 2026 | Charl contract could not be cancelled this year due to missed 60-day notice window; cancellation submitted for June next year; data migration deferred until after Microsoft move. | — | · | 08-03 Weekly Meeting: IT Budget, Security Training, and Service Tickets | — | Crimson IT | — | — | — | |||||||||
| Potential introduction to new CFO after vendor audit concludes | Erin | recIgwoJuOn4vph3e | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIgwoJuOn4vph3e | NEST:Meeting:recIgwoJuOn4vph3e:loop5 | Jun 18, 2026 | Jun 18, 2026 | — | Erin indicated an introduction to the new CFO may be possible once the current audit is complete; no firm timeline established. | — | · | 06-18 Meeting: Vendor Quotes, Internet Redundancy, Contract Audit, and Invoice Follow-ups | — | Crimson IT | — | — | — | |||||||||
| Christi to send HR prompt to attendees via email | Training attendees | reccYmeDbTx5pyvq3 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reccYmeDbTx5pyvq3 | NEST:Meeting:reccYmeDbTx5pyvq3:loop0 | Aug 18, 2026 | Aug 14, 2026 | Aug 15, 2026 | Christi committed to emailing the Copilot prompt used in the HR screening demonstration. | — | · | 08-14 Meeting: Copilot Training—Roles, KPI and Budget Analysis, Project Tracking, Sales Pipeline, HR, Advanced Agents (CoWork/Researcher/Analyst), Loop Collaboration, Automation | — | Crimson IT | — | — | — | |||||||||
| Provide DTLA build documentation to Sergio | Sergio | reco1OYEEt2sRYkCc | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco1OYEEt2sRYkCc | NEST:Meeting:reco1OYEEt2sRYkCc:loop10 | Jun 6, 2026 | May 19, 2026 | — | DTLA Alliance cloud team kickoff is scheduled for this week; Sergio needs the build documentation to proceed | — | · | 05-19 Weekly Meeting: Project Updates and AI Training | — | Crimson IT | — | — | — | |||||||||
| Confirm whether replacing the old HP switch is in project scope; if not, proceed with PoE+ injector approach | Angel | recdPP5kDzgzl3i90 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdPP5kDzgzl3i90 | NEST:Meeting:recdPP5kDzgzl3i90:loop1 | Jun 5, 2026 | Jun 1, 2026 | — | Go/no-go on switch replacement needed to lock in power strategy and avoid budget or timeline risk. | — | · | 06-01 Weekly Meeting: Network Hardware and Infrastructure Planning | — | Crimson IT | — | — | — | |||||||||
| Configure Global Settings in UBI: enable automated sync and add notification emails for new client/site and product usage detections. | ConnectWise | recidKvIThjeSbArB | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recidKvIThjeSbArB | NEST:Meeting:recidKvIThjeSbArB:loop2 | Jun 5, 2026 | May 27, 2026 | — | Post-pilot step to operationalize nightly automated sync and alerting. | — | · | 05-27 Meeting: UBI vs. Legacy RMM-PSA Integration, Product Mapping, and PSA Sync Strategy | — | Crimson IT | — | — | — | |||||||||
| Approve Ada app on Josh's system after Microsoft verification clears | Josh - h5datacenters.com | rec8Mxxdxc5y14y2e | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8Mxxdxc5y14y2e | NEST:Meeting:rec8Mxxdxc5y14y2e:loop1 | Aug 5, 2026 | Aug 5, 2026 | Aug 7, 2026 | Approval step required on consultant side before Josh can begin beta testing | — | · | 08-05 Consultation: Josh - AI Email Management Tool Demo | — | Crimson IT | — | — | — | |||||||||
| Create and regularly review a Shared Responsibility Plan with the teenage mother, ensuring court filing every three months | Foster caregivers attending the lecture | recaTJRvQmMVaa0QP | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recaTJRvQmMVaa0QP | NEST:Meeting:recaTJRvQmMVaa0QP:loop1 | Aug 24, 2026 | Aug 24, 2026 | — | Plan must be filed with court quarterly and revised more frequently as needs of mother and baby evolve | — | · | 08-24 Lecture: Foster Care Support for Teenage Parents, Shared Responsibility Plan, Boundaries, Funding and Advocacy | — | Crimson IT | — | — | — | |||||||||
| Complete tabletop exercise report and share with internal team for review before sending to client | Crimson Team | recwHsj2ZspJeHdcR | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recwHsj2ZspJeHdcR | NEST:Meeting:recwHsj2ZspJeHdcR:loop0 | Jun 6, 2026 | Jun 2, 2026 | Jun 7, 2026 | Christi plans to finish the report during the week of June 1, 2026 and route it internally first. | — | · | 06-02 Meeting: Tabletop Exercise Debrief, Smarsh Archival, Single Point of Failure | — | Crimson IT | — | — | — | |||||||||
| Decision needed on whether trip brief ownership and operational responsibilities are formally assigned to Jessica or another named lead | Speaker 1 / Planning Lead | reckeKueWACH0akbq | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckeKueWACH0akbq | NEST:Meeting:reckeKueWACH0akbq:loop6 | Jun 6, 2026 | May 26, 2026 | — | Jessica appears to accompany the student group but operational responsibilities for roster, approvals, and itinerary are not explicitly assigned to anyone. | — | · | 05-26 Consolidating a Student Trip Plan: Eliminating Ambiguity and Establishing a Single Source of Truth | — | Crimson IT | — | — | — | |||||||||
| Send additional one-pagers and supplementary materials to Alere training executive team | Alere | reccKnldZZWVo9iKQ | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reccKnldZZWVo9iKQ | NEST:Meeting:reccKnldZZWVo9iKQ:loop3 | Aug 11, 2026 | Aug 6, 2026 | — | Action item assigned to Speaker 2 in meeting notes; no additional context provided in summary | — | · | 08-06 Code Re-use Approval for Accelerated Client Project | — | Crimson IT | — | — | — | |||||||||
| Add Sean, Olivia, and Monty to the June 2 tabletop exercise invitation | Eldridge | recF9uzIUXvGSGU9v | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recF9uzIUXvGSGU9v | NEST:Meeting:recF9uzIUXvGSGU9v:loop1 | Jun 5, 2026 | May 19, 2026 | May 20, 2026 | Olivia is team lead for Eldridge; Sean and Monty are also required attendees for the June 2 exercise. | — | · | 05-19 Weekly Meeting: SEC Tabletop Exercise and EAP Requirements | — | Eldridge Acre | — | — | — | |||||||||
| Establish wireless performance acceptance criteria and schedule a post-installation validation walk-through | Crimson Team | rechpI09UmOkwEy3G | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rechpI09UmOkwEy3G | NEST:Meeting:rechpI09UmOkwEy3G:loop6 | Jun 5, 2026 | May 28, 2026 | — | AI flagged no handoff latency thresholds, coverage checks, or roaming validation plan were defined during the meeting. | — | · | 05-28 Weekly Meeting: Project Inventory and Wireless Deployment | — | Crimson IT | — | — | — | |||||||||
| Finalize brand guide and send to Daniel | Daniel | recixBXe3jflZY0Yu | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recixBXe3jflZY0Yu | NEST:Meeting:recixBXe3jflZY0Yu:loop2 | Jul 22, 2026 | Jul 22, 2026 | — | Brand guide referenced as a pending deliverable at close of session. | — | · | 07-22 Microsoft Copilot Training and Troubleshooting Session | — | Crimson IT | — | — | — | |||||||||
| Sergio to send AI use cases for the upcoming training to Christi | Sergio | recAeDV4y8NTGcegQ | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAeDV4y8NTGcegQ | NEST:Meeting:recAeDV4y8NTGcegQ:loop1 | Jul 21, 2026 | Jul 21, 2026 | — | Christi is preparing an AI training session covering Copilot, OpenAI, and Claude and needs use cases from Sergio to include. | — | · | 07-21 Meeting: OpenAI Payment, Copilot Status, and AI Training | — | Crimson IT | — | — | — | |||||||||
| Evaluate feasibility of adding progress billing numbering (e.g., 1 of 2) to the bottom comment and report back to Mike | April | recbN63AmMRALUIgn | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbN63AmMRALUIgn | NEST:Meeting:recbN63AmMRALUIgn:loop2 | Jun 16, 2026 | Jun 16, 2026 | — | April will explore how to include sequence notation after unbatching; Mike noted this improves professionalism and reduces client questions. | — | · | 06-16 Weekly Meeting: Progress Invoice Clarity and Project Reference | — | Crimson IT | — | — | — | |||||||||
| Confirm whether the Box-Claude integration security measures are sufficient to proceed | Internal team | reczzASWno0pQiu64 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reczzASWno0pQiu64 | NEST:Meeting:reczzASWno0pQiu64:loop4 | Jul 23, 2026 | Jul 23, 2026 | — | No definitive decision was reached in the meeting on proceeding with the integration; a follow-up is needed to validate that the limited-permission account approach adequately addresses security concerns. | — | · | 07-23 Weekly Meeting: Box and Claude Integration, Data Security | — | Crimson IT | — | — | — | |||||||||
| Decision needed on whether to remove existing allow list entries once authentication is corrected | Anzors Security Team | recXENau845ZgniAu | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recXENau845ZgniAu | NEST:Meeting:recXENau845ZgniAu:loop5 | Jun 5, 2026 | Jun 1, 2026 | — | Current allow lists increase attack surface by whitelisting domains without authentication; a decision is needed on cleanup once root cause is fixed | — | · | 06-01 Email Deliverability Failure Due to DMARC Authentication Misconfiguration | — | Crimson IT | — | — | — | |||||||||
| Run a 30-minute change request training covering when and how to raise requests and link to projects and tickets, including Olivia's team | Internal Team | recmFZ8nXXoHPBIWs | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmFZ8nXXoHPBIWs | NEST:Meeting:recmFZ8nXXoHPBIWs:loop1 | Jun 19, 2026 | Jun 19, 2026 | — | Training is intended to close the process gap revealed by the Anderson project incident and standardize behavior across help desk and admin staff. | — | · | 06-19 Reasoning Note: Implementing GDAP and Enforcing Change Management to Address Operational Risks in Microsoft Administration | — | Crimson IT | — | — | — | |||||||||
| Avalon AI kickoff Wed June 17 10:35 AM PST: confirm Christi attends or Julia runs it | Julia Kronfli (PM) / Michael Priester (Avalon) | — | — | NEST:OpenLoop:avalon-kickoff-0617 | Jun 5, 2026 | Jun 4, 2026 | Jun 17, 2026 | Avalon AI kickoff (Claude Team setup, Quote #7514) confirmed Wed 6/17 10:35 AM PST. Julia confirmed and is sending the invite. Open: whether Christi runs it or Julia. Note Brett Claude/Azure reconnect is booked the same day. | — | · | — | — | Avalon | — | — | — | |||||||||
| Add all remaining members from the 12-13 name shortlist to AF_Supervisors via Exchange Admin Center | HR (Shane, Alma, Chase, SCHARP, Jessica Delgado) | recobGqZC0myf317L | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recobGqZC0myf317L | NEST:Meeting:recobGqZC0myf317L:loop2 | Jun 18, 2026 | Jun 18, 2026 | — | Only Holly Stacher was added at time of build; bulk import was intentionally deferred; HR owners to complete membership via GUI. | — | · | 06-18 Operational Note: Building and Governing the AF_Supervisors Exchange Distribution List (Microsoft 365 Admin GUI) | — | Crimson IT | — | — | — | |||||||||
| Create a two-week workload reprioritization and offloading plan for helpdesk to mitigate stress and reduced staffing | Olivia | recTW8iL4t7kIdNQN | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recTW8iL4t7kIdNQN | NEST:Meeting:recTW8iL4t7kIdNQN:loop8 | Jun 5, 2026 | May 19, 2026 | — | Helpdesk faces staff on leave and project assignments over the next two weeks; specific offloading actions were not defined in the meeting. | — | · | 05-19 Weekly Meeting: Personnel, Project Updates, and Operational Metrics | — | Crimson IT | — | — | — | |||||||||
| Address C-Bus file upload vulnerability | Internal | recg2xpfFnMIRmxbG | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recg2xpfFnMIRmxbG | NEST:Meeting:recg2xpfFnMIRmxbG:loop8 | Jun 5, 2026 | May 21, 2026 | May 30, 2026 | Team believes the issue may have already been fixed internally but needs to double-check and confirm. | — | · | 05-21 Weekly Meeting: Security Remediation Plan and Product Decommissioning | — | Crimson IT | — | — | — | |||||||||
| Share advanced daily briefing setup video links with attendees | Alere | recc7MdNl4A0kVBV5 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recc7MdNl4A0kVBV5 | NEST:Meeting:recc7MdNl4A0kVBV5:loop2 | Aug 3, 2026 | Aug 3, 2026 | Aug 4, 2026 | Advanced Outlook daily briefing configuration guidance was noted as a follow-up item to be delivered via video links alongside other training materials | — | · | 08-03 Lecture: Microsoft 365 Copilot Workflows for Property Management and Accounting | — | Alere | — | — | — | |||||||||
| Share Power Automate training recording and spreadsheet; Stephanie to distribute links | Stephanie / Speaker 13 | recpEEPiyRjT475eK | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpEEPiyRjT475eK | NEST:Meeting:recpEEPiyRjT475eK:loop7 | Aug 27, 2026 | Aug 26, 2026 | — | Yesterday's recorded training to be shared; Stephanie is curating videos for ongoing weekly flows. | — | · | 08-26 Daily Meeting: Cybersecurity, Project Updates, and Training | — | Crimson IT | — | — | — | |||||||||
| Olivia to raise with Pete her team being assigned to Maverick project without prior notice and lack of resources | Olivia | recfcJqXvaowYzhDB | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfcJqXvaowYzhDB | NEST:Meeting:recfcJqXvaowYzhDB:loop7 | Jun 5, 2026 | May 19, 2026 | — | Olivia was not informed her team members would be assigned to Maverick; deadline is the 30th with several people out | — | · | 05-19 Team Sync on Workload, Management, and Tooling | — | Crimson IT | — | — | — | |||||||||
| Confirm which laptop April Stover actually receives - T14-136 is non-compliant and will fail conditional access | April Stover | — | — | — | Jul 28, 2026 | Jul 28, 2026 | — | Two Windows devices are registered to her. P14s-136 (Windows 11 build 26200) is compliant, Intune managed, last signed in 7/20/2026 and holds a live Windows Hello registration - this is the expected returning machine and will work. T14-136 (build 22621) is NON-COMPLIANT and was only ever signed into once, on 4/27/2026. If T14-136 is the unit handed back, conditional access will fail the device compliance check and she will not get in. Verify the asset tag before her first day. | Source: CW ticket 962545. | · | — | — | Ability First | — | — | — | |||||||||
| Outline resell plan for Alonzo including pricing, support model, update cadence, and beta-to-production criteria | Crimson Team | recs0fqc5fvNu38e6 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recs0fqc5fvNu38e6 | NEST:Meeting:recs0fqc5fvNu38e6:loop8 | Aug 13, 2026 | Aug 13, 2026 | — | Alonzo identified as potential reseller; no formal plan or pricing defined yet; Westwood deployment is the beta baseline. | — | · | 08-13 Meeting: Westwood Financial Mail Intelligence App – Azure Deployment, Ada AI Triage, Security and Beta Resell Plan | — | Crimson IT | — | — | — | |||||||||
| Gloria onsite meeting with treats on Thursday June 4, 10:30-11:00 AM | Gloria (Verizon) | rec77Mg0Yhtv1uYW8 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec77Mg0Yhtv1uYW8 | NEST:Meeting:2026-05-29-VoIP:gloria-onsite | Jun 5, 2026 | May 29, 2026 | Jun 4, 2026 | Schedule and attend on-site meeting with treats on Thursday, June 4, 2026, around 10:30-11:00 AM. | — | · | 05-29 Consultation: VoIP Solutions Evaluation - Verizon One Talk & Teams Integration | — | Ability First | — | — | — | |||||||||
| SCHARP decision pending: El Segundo colocation renewal vs cloud migration | Jack Barbour / Apollo Diaz (SCHARP) | — | — | SCHARP:DecisionLog:el-segundo-colo-vs-cloud | Jun 5, 2026 | Apr 23, 2026 | Jun 16, 2026 | Decision Log entry, Status = Pending since 2026-04-23. El Segundo colocation (Cyxtera) renewal vs cloud migration. Awaiting SCHARP leadership direction. | — | · | — | — | SCHARP | — | — | — | |||||||||
| Create and share a single Trip Program Brief covering start date, itinerary, budget, risk checklist, and document links | Speaker 1 / Planning Lead | reckeKueWACH0akbq | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckeKueWACH0akbq | NEST:Meeting:reckeKueWACH0akbq:loop2 | Jun 6, 2026 | May 26, 2026 | — | No single source of truth currently exists; execution risk is high with a January 1 start date and unresolved logistics. | — | · | 05-26 Consolidating a Student Trip Plan: Eliminating Ambiguity and Establishing a Single Source of Truth | — | Crimson IT | — | — | — | |||||||||
| Confirm receipt of second pending project payment and clarify scope for both DTLA and Alere projects | DTLA Alliance / Alere Property Group | reco1OYEEt2sRYkCc | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco1OYEEt2sRYkCc | NEST:Meeting:reco1OYEEt2sRYkCc:loop11 | Jun 6, 2026 | May 19, 2026 | — | One payment received and one pending; both payments are needed before scope can be finalized; Julia's project may differ from general AI work | — | · | 05-19 Weekly Meeting: Project Updates and AI Training | — | Crimson IT | — | — | — | |||||||||
| Pull DMARC aggregate and forensic reports to identify failing sources and remediate unauthorized senders or misconfigurations | Anzors Security Team | recXENau845ZgniAu | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recXENau845ZgniAu | NEST:Meeting:recXENau845ZgniAu:loop2 | Jun 5, 2026 | Jun 1, 2026 | — | DMARC report analysis is needed to pinpoint which sending paths are failing alignment and whether unauthorized senders are present | — | · | 06-01 Email Deliverability Failure Due to DMARC Authentication Misconfiguration | — | Crimson IT | — | — | — | |||||||||
| Provide primary onsite contact details for Kelly and CC Kelly, Alex, and Will on all documentation | Kelly / Alex / Will | rectJB62MnATg718n | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rectJB62MnATg718n | NEST:Meeting:rectJB62MnATg718n:loop1 | Jun 6, 2026 | May 21, 2026 | May 22, 2026 | Christi to share Kelly's phone number and include onsite facilities contacts Alex and Will in all communications to avoid day-of coordination gaps. | — | · | 05-21 Project Coordination Meeting: Deposit Status, Onsite Schedule, AP Placement, and Boom Lift Logistics | — | Crimson IT | — | — | — | |||||||||
| Confirm final HR owner roster and add Jessica Delgado plus any missing owners to AF_Supervisors in Exchange Admin Center | HR (Shane, Alma, Chase, SCHARP, Jessica Delgado) | recobGqZC0myf317L | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recobGqZC0myf317L | NEST:Meeting:recobGqZC0myf317L:loop1 | Jun 18, 2026 | Jun 18, 2026 | — | Jessica Delgado was flagged as likely owner but not yet confirmed or added; full owner roster needs verification. | — | · | 06-18 Operational Note: Building and Governing the AF_Supervisors Exchange Distribution List (Microsoft 365 Admin GUI) | — | Crimson IT | — | — | — | |||||||||
| Evaluate Christi request for presentation templates and possible PowerPoint template refresh | April | recHLIfFrzBB6mdnS | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHLIfFrzBB6mdnS | NEST:Meeting:recHLIfFrzBB6mdnS:loop9 | Aug 28, 2026 | Aug 28, 2026 | — | Request is paused alongside Mike and Emily requests pending review and prioritization | — | · | 08-28 Pulong: Pamamahala sa Marketing, Proseso ng Pag-apruba, at Pagsusuri ng Gastos | — | Crimson IT | — | — | — | |||||||||
| Confirm whether ConnectWise customization is required to place project name near Progress Invoice label and decide if cost is justified | ConnectWise | recbN63AmMRALUIgn | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbN63AmMRALUIgn | NEST:Meeting:recbN63AmMRALUIgn:loop4 | Jun 16, 2026 | Jun 16, 2026 | — | Christi noted prior attempts required paid customization to change invoice layout; no decision made on pursuing this. Bottom comment is the interim solution. | — | · | 06-16 Weekly Meeting: Progress Invoice Clarity and Project Reference | — | Crimson IT | — | — | — | |||||||||
| Instruct George to work with John on Westwood Claude project SSO and integrations and provide status updates | Olivia | recdwpBHMlZ1GOqxi | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdwpBHMlZ1GOqxi | NEST:Meeting:recdwpBHMlZ1GOqxi:loop0 | Aug 11, 2026 | Aug 6, 2026 | Aug 7, 2026 | Claude deployment for Westwood was deprioritized in favor of inbox app; George assigned to handle SSO and integrations with John to keep it moving | — | · | 08-06 Weekly Meeting: Onboarding, Project Status, and Policy Updates | — | Crimson IT | — | — | — | |||||||||
| Assign owner for Maverick user communications and support during ongoing migration changes | Maverick | recLfjjFlVaD0Qjpi | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLfjjFlVaD0Qjpi | NEST:Meeting:recLfjjFlVaD0Qjpi:loop10 | Jun 5, 2026 | Jun 3, 2026 | — | Ongoing user changes at Maverick expected for several more weeks with final migration by month-end; no individual was assigned to own communications or user support. | — | · | 06-03 Meeting: Crimson IT Vision, AI, and Project Updates | — | Crimson IT | — | — | — | |||||||||
| Bogdan nominated to lead Two Truths and a Lie next week | Bogdan | recDvvBYv6DAUiiEv | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDvvBYv6DAUiiEv | NEST:Meeting:recDvvBYv6DAUiiEv:loop7 | Jul 29, 2026 | Jul 29, 2026 | Aug 5, 2026 | Caleb will facilitate next month; this week's facilitator led for the last time. | — | · | 07-29 Weekly Meeting: Cybersecurity Rollout, Training Compliance, Billing Deadlines, and AI Tool Usage | — | Crimson IT | — | — | — | |||||||||
| Submit August timesheets and expense reports by August 31 | Finance / Speaker 9 | recpEEPiyRjT475eK | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpEEPiyRjT475eK | NEST:Meeting:recpEEPiyRjT475eK:loop4 | Aug 27, 2026 | Aug 26, 2026 | Aug 31, 2026 | Month-end deadline is Monday August 31; finance lead going on maternity leave in October and emphasized timely submissions. | — | · | 08-26 Daily Meeting: Cybersecurity, Project Updates, and Training | — | Crimson IT | — | — | — | |||||||||
| Sergio to send relevant billing documents to Christi for review | Sergio | rec8E6rx1lwsnG39o | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8E6rx1lwsnG39o | NEST:Meeting:rec8E6rx1lwsnG39o:loop0 | Jul 21, 2026 | Jul 21, 2026 | — | Documents needed for Christi to take over billing responsibilities discussed in this meeting. | — | · | 07-21 Meeting: Invoice and Billing Process Review | — | Crimson IT | — | — | — | |||||||||
| Resend finalized signed AI policy document to Speaker 1 | Speaker 3 | recNdFyS6wgrYzNTc | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recNdFyS6wgrYzNTc | NEST:Meeting:recNdFyS6wgrYzNTc:loop0 | Aug 5, 2026 | Aug 5, 2026 | Aug 6, 2026 | Emails with the original document were misplaced due to a new Outlook mode issue; Speaker 3 agreed to resend. | — | · | 08-05 Meeting: AI Policy and Copilot Rollout | — | Crimson IT | — | — | — | |||||||||
| Meet with Michael Priester post-vacation to scope AI Foundry project | Michael Priester (Avalon) | rec5zjOOKgDsMgRaZ | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5zjOOKgDsMgRaZ | NEST:Meeting:2026-06-04-Crimson:michael-priester-meeting | Jun 5, 2026 | Jun 4, 2026 | Jun 15, 2026 | Christi will meet with Michael Priester after vacation (starting June 5) to understand requirements, create SOW, and provide quote for AI Foundry project. 20-25 hour estimate. | — | · | 06-04 Réunion: Claude Integration, AI Foundry SOW, and Web Server Security/Pen Test | — | Avalon | — | — | — | |||||||||
| If ARC emails about pending signature go unanswered after two or three attempts, call Quincy or Brad directly | ARC - Quincy or Brad | recrkTNKFtyvGHBmx | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrkTNKFtyvGHBmx | NEST:Meeting:recrkTNKFtyvGHBmx:loop1 | Jul 28, 2026 | Jul 28, 2026 | — | Pete advised phone outreach is more effective than repeated emails for ARC signature follow-ups. | — | · | 07-28 Weekly Meeting: Project Status Updates and Process Coordination | — | Crimson IT | — | — | — | |||||||||
| Decide and communicate role ownership for progress billing (Project Manager vs Finance) and approval flow for monthly amounts; document in policy | Finance/Operations Lead (to be assigned explicitly) | rec95rQOHZ1gLGZO3 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec95rQOHZ1gLGZO3 | NEST:Meeting:rec95rQOHZ1gLGZO3:loop4 | Jun 16, 2026 | Jun 16, 2026 | — | No explicit policy currently defines whether Project Managers or Finance own progress billing end-to-end; this governance gap is a root cause of the ambiguity | — | · | 06-16 Analysis of Progress Billing Workflow Gaps and Key-Person Risk | — | Crimson IT | — | — | — | |||||||||
| Bring legacy TTX equipment to the office, perform an inventory, and contact TTX to arrange returns with provided return slips | Angel | recdPP5kDzgzl3i90 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdPP5kDzgzl3i90 | NEST:Meeting:recdPP5kDzgzl3i90:loop11 | Jun 5, 2026 | Jun 1, 2026 | Jun 4, 2026 | TTX equipment predates fiber installation and remains on-site; needs to be removed and returned to reduce clutter. | — | · | 06-01 Weekly Meeting: Network Hardware and Infrastructure Planning | — | Crimson IT | — | — | — | |||||||||
| Place targeted employee Kelsey on litigation hold once Amy approves | Katie | reciYGOpnoUU2FjZp | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reciYGOpnoUU2FjZp | NEST:Meeting:reciYGOpnoUU2FjZp:loop1 | Jul 24, 2026 | Jul 24, 2026 | — | Litigation hold available under current E3 license; prevents permanent deletion of files. Implementation pending Katie obtaining Amy's approval. | — | · | 07-24 Employee Data Monitoring and Security Consultation | — | Crimson IT | — | — | — | |||||||||
| Confirm Box migration destination change to Microsoft and validate with SCHARP stakeholders | SCHARP | recR8RRlrpvAsdnHK | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recR8RRlrpvAsdnHK | NEST:Meeting:recR8RRlrpvAsdnHK:loop5 | Jun 16, 2026 | Jun 16, 2026 | — | Box migration target changed to Microsoft rather than Google; stakeholder confirmation needed to avoid rework and update timeline accordingly. | — | · | 06-16 Weekly Meeting: SCHARP Google-to-Microsoft Migration Scope and Billing | — | SCHARP | — | — | — | |||||||||
| Speaker 1 to review proposed training dates for week of June 29 and July 1-2 and confirm availability | Speaker 1 | recElhY8BdZAgiTgv | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recElhY8BdZAgiTgv | NEST:Meeting:recElhY8BdZAgiTgv:loop6 | Jun 18, 2026 | Jun 18, 2026 | Jun 19, 2026 | Organization closed July 3; some staff out June 29-30; July 6 and July 13 weeks have variable availability | — | · | 06-18 Weekly Meeting: Copilot Deployment, Security Setup, and Training Plan | — | Crimson IT | — | — | — | |||||||||
| Attendees to review the draft AI usage policy and provide feedback on guardrails, disclosure, and sensitive data handling | Cotsen/Coates Foundation team | recWPxlzpGklX86dV | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recWPxlzpGklX86dV | NEST:Meeting:recWPxlzpGklX86dV:loop2 | Jun 5, 2026 | May 19, 2026 | — | Policy review and feedback was assigned as a post-session action for Cotsen/Coates team members. | — | · | 05-19 Training: Microsoft 365 Copilot, Claude, and CoWork Usage, Policy Guardrails, and Privacy Compliance | — | Cotsen Foundation | — | — | — | |||||||||
| Follow up on school counselor Miss Maria's response to Dawn's email and schedule in-person meeting with Dawn and school staff | Dawn / Miss Maria (school counselor) | recQLPh3TVHCJ7yDe | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQLPh3TVHCJ7yDe | NEST:Meeting:recQLPh3TVHCJ7yDe:loop0 | Aug 4, 2026 | Aug 3, 2026 | Aug 7, 2026 | Dawn emailed Miss Maria during the call on 2026-08-03 to request a graduation options meeting. Team needs to confirm receipt and set the in-person appointment. | — | · | 08-03 Consultation: Dawn - High School Graduation Planning and Job Updates | — | Crimson IT | — | — | — | |||||||||
| Review Base44 project export feasibility and confirm whether client version/license supports clean ZIP export once access is restored | Base44 project owner / client contact | recCcfh6qzAoSW169 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recCcfh6qzAoSW169 | NEST:Meeting:recCcfh6qzAoSW169:loop3 | Jun 18, 2026 | Jun 17, 2026 | — | Portability depends on Base44 version type; export capability must be confirmed before Azure hosting architecture can be finalized | — | · | 06-17 Base44 Project Review Blocked by Access Control; Focus Shifts to Architecture and Integration Strategy | — | Crimson IT | — | — | — | |||||||||
| Christi to send change request and security ticket to Anzor's team | Crimson Team | recwFJAOuWhEwIFTb | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recwFJAOuWhEwIFTb | NEST:Meeting:recwFJAOuWhEwIFTb:loop4 | Jul 24, 2026 | Jul 24, 2026 | Jul 25, 2026 | Anzor's team cannot begin Purview configuration until the ticket and change request are submitted by Christi. | — | · | 07-24 Meeting: Belay E5 License Upgrade and Insider Threat Security Measures | — | Crimson IT | — | — | — | |||||||||
| Implement approval flow requiring April, Anzor, or Pete sign-off before any marketing work begins | April | recHLIfFrzBB6mdnS | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHLIfFrzBB6mdnS | NEST:Meeting:recHLIfFrzBB6mdnS:loop3 | Aug 28, 2026 | Aug 28, 2026 | — | Applies to all work including internal requests such as presentations, signage, and guides; especially mandatory when billable cost is involved | — | · | 08-28 Pulong: Pamamahala sa Marketing, Proseso ng Pag-apruba, at Pagsusuri ng Gastos | — | Crimson IT | — | — | — | |||||||||
| Notify team of schedules for advanced Excel, Word, and AI training sessions | All Staff | reckwl9gCvCI6VCrC | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckwl9gCvCI6VCrC | NEST:Meeting:reckwl9gCvCI6VCrC:loop5 | Aug 3, 2026 | Aug 3, 2026 | Aug 10, 2026 | Speaker 1 will offer and schedule advanced training on Excel, Word, and AI tools for staff. | — | · | 08-03 Weekly Meeting: IT Budget, Security Training, and Service Tickets | — | Crimson IT | — | — | — | |||||||||
| Review and complete product mapping in UBI; decide whether to proceed manually now or wait approximately one month for automated product mapping migration. | ConnectWise | recidKvIThjeSbArB | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recidKvIThjeSbArB | NEST:Meeting:recidKvIThjeSbArB:loop3 | Jun 5, 2026 | May 27, 2026 | Jun 27, 2026 | Product mapping automation is planned in roughly one month; manual mapping is available immediately as an alternative. | — | · | 05-27 Meeting: UBI vs. Legacy RMM-PSA Integration, Product Mapping, and PSA Sync Strategy | — | Crimson IT | — | — | — | |||||||||
| Send IT survey to all staff next week | AbilityFirst staff | recnGmvrI2JvGuX7r | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recnGmvrI2JvGuX7r | NEST:Meeting:recnGmvrI2JvGuX7r:loop0 | Jun 6, 2026 | May 27, 2026 | Jun 3, 2026 | Survey intended to gauge staff sentiment across the organization following recent IT changes. | — | · | 05-27 Weekly Meeting: BOS Development, IT Survey, and Believe First Engagement | — | Ability First | — | — | — | |||||||||
| Call individual regarding previously installed cable | Unknown | reckhRV6p8Uwz6Kjk | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckhRV6p8Uwz6Kjk | NEST:Meeting:reckhRV6p8Uwz6Kjk:loop0 | Jun 6, 2026 | May 26, 2026 | — | Transcript fragment references a cable that already went through a door and a planned check-in, but context is too sparse to identify the project, client, or specific next step with confidence | — | · | 05-26 Analysis of a Failed Recording: Disconnected and Irrelevant Transcript Data | — | Crimson IT | — | — | — | |||||||||
| Complete Eversave upgrade and apply company-wide litigation hold by Monday July 27 2026 | Eversave | reckUEA35i9cj6nc2 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckUEA35i9cj6nc2 | NEST:Meeting:reckUEA35i9cj6nc2:loop2 | Jul 24, 2026 | Jul 24, 2026 | Jul 27, 2026 | Monti volunteered to work over the weekend to meet the deadline. Amy raised concerns about the term litigation hold and about being singled out; both were addressed by confirming monitoring applies to all employees. | — | · | 07-24 Meeting: Eversave Upgrade, Litigation Hold, Insider Threat Monitoring, and ActiveTrack Evaluation | — | Crimson IT | — | — | — | |||||||||
| Use Cassandra's booking link to reschedule meeting for the week of the 22nd | Cassandra | recg3s504rsx8Koaj | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recg3s504rsx8Koaj | NEST:Meeting:recg3s504rsx8Koaj:loop0 | Jun 5, 2026 | Jun 4, 2026 | Jun 15, 2025 | Christi returns from vacation on the 15th and should book via Cassandra's link for the week of the 22nd | — | · | 06-04 Meeting: Reschedule with Cassandra | — | Crimson IT | — | — | — | |||||||||
| Deeper dive into new ChatGPT update features postponed due to version confusion during Day 1 | Karney attendees | recH81TtjQUNMmvZI | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recH81TtjQUNMmvZI | NEST:Meeting:recH81TtjQUNMmvZI:loop5 | Jul 27, 2026 | Jul 27, 2026 | Jul 28, 2026 | Sudden ChatGPT update caused confusion; attendees directed to use ChatGPT Classic Medium for consistency in the interim | — | · | 07-27 Lecture: AI Foundations Training for Property Firm — Copilot, ChatGPT, Claude, Prompting, and Governance | — | Karney Properties | — | — | — | |||||||||
| Coordinate with Stephanie and the web team to post non-client-specific training recordings including Copilot training to the Crimson website | Stephanie and web team | recDSmUMTkSZu0ibD | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDSmUMTkSZu0ibD | NEST:Meeting:recDSmUMTkSZu0ibD:loop4 | Aug 27, 2026 | Aug 25, 2026 | Sep 8, 2026 | Training recordings that do not contain client-specific content are to be published on the Crimson IT website. | — | · | Training Session: Microsoft Power Automate Basics and AI Integration | — | Crimson IT | — | — | — | |||||||||
| Provide DTLA template to Avalon AI contact and confirm remaining payment and scope with Vance | Avalon / Vance | rec1aLHcveBOe8ReS | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1aLHcveBOe8ReS | NEST:Meeting:rec1aLHcveBOe8ReS:loop10 | Jun 5, 2026 | May 19, 2026 | — | One payment received and one pending; scope clarity needed before proceeding; DTLA template to serve as substitute | — | · | 05-19 Meeting: Project Status, Migrations, Security, and AI Rollouts | — | Crimson IT | — | — | — | |||||||||
| Install new firewall for Anderson within 1 to 2 weeks and confirm endpoint configuration in related tickets | Anderson | rec4qP29FKQRaL27L | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec4qP29FKQRaL27L | NEST:Meeting:rec4qP29FKQRaL27L:loop2 | Jun 5, 2026 | May 20, 2026 | Jun 3, 2026 | Segrid is assigned; general reminder issued to always configure the endpoint in project and service tickets. | — | · | 05-20 Meeting: Leadership Change, IT Migration, and AI Initiative | — | Crimson IT | — | — | — | |||||||||
| Document standard operating procedure for diagnosing and resolving UBI sync partial successes and failures. | Internal | recidKvIThjeSbArB | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recidKvIThjeSbArB | NEST:Meeting:recidKvIThjeSbArB:loop8 | Jun 5, 2026 | May 27, 2026 | — | UBI Sync tab surfaces error causes by company/agreement; an SOP would standardize how the team corrects mappings and reruns sync. | — | · | 05-27 Meeting: UBI vs. Legacy RMM-PSA Integration, Product Mapping, and PSA Sync Strategy | — | Crimson IT | — | — | — | |||||||||
| Convert 'next Friday' to a specific calendar date and update all related tasks accordingly | Speaker 1 / Planning Lead | reckeKueWACH0akbq | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckeKueWACH0akbq | NEST:Meeting:reckeKueWACH0akbq:loop0 | Jun 6, 2026 | May 26, 2026 | — | Deadline pressure exists but no calendar date is anchored; all downstream task scheduling is blocked until this is resolved. | — | · | 05-26 Consolidating a Student Trip Plan: Eliminating Ambiguity and Establishing a Single Source of Truth | — | Crimson IT | — | — | — | |||||||||
| Complete all pending account resets and confirm completion to stakeholders via email | Dr. Barbera | recuFV37LCaY6Ms3q | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recuFV37LCaY6Ms3q | NEST:Meeting:recuFV37LCaY6Ms3q:loop1 | Jun 16, 2026 | Jun 16, 2026 | — | Multiple accounts require resets following a phishing or credential compromise event; Dr. Barbera is actively processing resets and expressed self-reproach; Christi sent a reminder to keep the workflow moving. | — | · | 06-16 Quiet Super Admin Redundancy to Stabilize Access Governance During Account Resets | — | Crimson IT | — | — | — | |||||||||
| Add Smarsh backup/recovery question and policy guidance to the tabletop report | Crimson Team | recwHsj2ZspJeHdcR | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recwHsj2ZspJeHdcR | NEST:Meeting:recwHsj2ZspJeHdcR:loop1 | Jun 6, 2026 | Jun 2, 2026 | Jun 7, 2026 | Report should flag the gap in visibility into SMS platform backup and recovery outside of Smarsh and direct client to relevant Smarsh policies. | — | · | 06-02 Meeting: Tabletop Exercise Debrief, Smarsh Archival, Single Point of Failure | — | Crimson IT | — | — | — | |||||||||
| Obtain 2-3 missing receipts from Michuan and attach them to the expense report | Michuan | recAOSqaLc6x4qizU | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAOSqaLc6x4qizU | NEST:Meeting:recAOSqaLc6x4qizU:loop0 | Jul 21, 2026 | Jul 21, 2026 | Jul 25, 2026 | Christi will email Michuan to request the missing receipts needed to complete the expense report. | — | · | 07-21 Weekly Meeting: Concur Expense Reports and IT Process Improvements | — | Crimson IT | — | — | — | |||||||||
| Confirm whether authenticator prompt behavior changes for users who opt into SSO and document the login flow | Susanna | recVMEoruxlyTSyg4 | https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recVMEoruxlyTSyg4 | NEST:Meeting:recVMEoruxlyTSyg4:loop4 | Jun 5, 2026 | May 26, 2026 | — | Using SSO may reduce authenticator prompts; exact impact on MFA requirements for SSO vs. non-SSO login paths needs to be confirmed and documented. | — | · | 05-26 Meeting: Optional SSO Implementation for Concur | — | Crimson IT | — | — | — |
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