Provide more lead time for future training rollouts to allow internal discussion and preparation Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Internal staff Plaude Meeting ▾ NEST ▾ recfGZgEx1qIWf7R3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfGZgEx1qIWf7R3 NEST:Meeting:recfGZgEx1qIWf7R3:loop5 New ▾ Medium ▾ Aug 12, 2026 Aug 10, 2026 — Speaker 1 raised concern that short notice for the current training appeared poorly planned; Speaker 2 acknowledged this and noted a new team member is joining to help with support. — · 08-10 Meeting: AI Training Sessions, Tool Access, and Rollout Strategy — Crimson IT — — — Send invitations to upcoming advanced Excel classes covering cross-spreadsheet data referencing Crimson ▾ Commitment ▾ Open ▾ Christi ▾ All training attendees Plaude Meeting ▾ NEST ▾ recxXgNKdQaaTLypz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recxXgNKdQaaTLypz NEST:Meeting:recxXgNKdQaaTLypz:loop2 New ▾ High ▾ Jun 6, 2026 May 21, 2026 May 26, 2026 Advanced sessions planned for coming weeks; key topic is referencing data from one spreadsheet in another. — · 05-21 Lecture: Excel Basics - File Safety, Data Organization, and Formulas — Crimson IT — — — Christi to update Pete on Ability First cabling situation after meeting with Michonne Crimson ▾ Commitment ▾ Closed ▾ Christi ▾ Pete Plaude Meeting ▾ NEST ▾ rec1aLHcveBOe8ReS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1aLHcveBOe8ReS NEST:Meeting:rec1aLHcveBOe8ReS:loop5 New ▾ High ▾ Jun 5, 2026 Jun 5, 2026 — DONE 2026-06-05 (Christi): Sent the Camp Paivika network status to Michuan (cc Pete), cleaned up with added detail from a call. Per Pete's ask in the 1:1. — · 05-19 Meeting: Project Status, Migrations, Security, and AI Rollouts — Crimson IT — — — Send EAP tabletop AAR to Paul (week of 6/15, post-vacation) Crimson ▾ Commitment ▾ Waiting ▾ Christi ▾ Paul (EAP) Manual ▾ NEST ▾ — — NEST:OpenLoop:eap-deliver-to-paul-0615 New ▾ High ▾ Jun 5, 2026 Jun 5, 2026 Jun 15, 2026 AAR complete and team-reviewed with Christi's edits. Plan: deliver to Paul week of June 15 once Christi returns from vacation, then route Paul to Sam to Esther and finalize on Sam's EAP letterhead. Ticket #948228. — · — — Eldridge Acre — — — Address Avalon account balance before new AI work can proceed Crimson ▾ Risk ▾ Closed ▾ Counterparty ▾ Pete, Katie Plaude Meeting ▾ NEST ▾ rec5zjOOKgDsMgRaZ https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5zjOOKgDsMgRaZ NEST:Meeting:2026-06-04-Crimson:avalon-balance New ▾ High ▾ Jun 5, 2026 Jun 4, 2026 Jun 15, 2026 RESOLVED into hold decision (6/17/2026): Christi is placing all Avalon AI work on HOLD until the account is current on outstanding bills. Original context: Mike flagged that exec leadership requires Avalon current on back payments before new work can fully engage. See CW Project 2702 - on hold. — · 06-04 Réunion: Claude Integration, AI Foundry SOW, and Web Server Security/Pen Test — Avalon — — — Remove duplicate Claude add-in button from Christi's environment to reduce AI tool sprawl Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Internal Plaude Meeting ▾ NEST ▾ recCcfh6qzAoSW169 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recCcfh6qzAoSW169 NEST:Meeting:recCcfh6qzAoSW169:loop4 New ▾ High ▾ Jun 18, 2026 Jun 17, 2026 — Christi currently has two Claude buttons visible alongside Copilot causing workflow ambiguity; cleanup needed to standardize AI tooling — · 06-17 Base44 Project Review Blocked by Access Control; Focus Shifts to Architecture and Integration Strategy — Crimson IT — — — Define a repeatable standard for progress billing numbering so the team can apply it consistently Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ April Plaude Meeting ▾ NEST ▾ recbN63AmMRALUIgn https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbN63AmMRALUIgn NEST:Meeting:recbN63AmMRALUIgn:loop5 New ▾ Low ▾ Jun 16, 2026 Jun 16, 2026 — No formal standard was established during the meeting; AI flag noted the need to define this for consistent application across all progress invoices. — · 06-16 Weekly Meeting: Progress Invoice Clarity and Project Reference — Crimson IT — — — Determine and document who needs access to the new special report section (including Pratt) Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Speaker 1 Plaude Meeting ▾ NEST ▾ recDmDCIdvt21TuoY https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDmDCIdvt21TuoY NEST:Meeting:recDmDCIdvt21TuoY:loop1 New ▾ Medium ▾ Jul 28, 2026 Jul 28, 2026 Jul 29, 2026 Access permissions for the new report section cannot be configured until the full user list is confirmed. — · 07-28 Meeting: File Migration Plan and Report Access — Crimson IT — — — Coordinate with onsite engineer to confirm availability and propose meeting times for June 11, 2026 Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Onsite Engineer Plaude Meeting ▾ NEST ▾ recyn6T9Ny4bn527c https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recyn6T9Ny4bn527c NEST:Meeting:recyn6T9Ny4bn527c:loop1 New ▾ High ▾ Jun 10, 2026 Jun 10, 2026 Jun 11, 2026 Meeting goal is to review all technology services and internet circuit status at 333 S Grand Ave Suite 1500 to support Newmark's operational transition. — · 76CBC8DDD3E692DAEECF085F75E989FE62D00356-F6F7 — Crimson IT — — — Have John contact Tally to assist with installation of the Claude desktop application Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Tally Plaude Meeting ▾ NEST ▾ recQEKohaC3X6gTzv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQEKohaC3X6gTzv NEST:Meeting:recQEKohaC3X6gTzv:loop9 New ▾ High ▾ Aug 27, 2026 Aug 25, 2026 — John to call Tally and walk through Claude desktop app installation; date TBD. — · 08-25 AI Tool Training and Configuration for a Law Firm — Crimson IT — — — Follow up with Avalon on new training with no response received Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Avalon Plaude Meeting ▾ NEST ▾ recUZoiJnxOPXQiJm https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUZoiJnxOPXQiJm NEST:Meeting:recUZoiJnxOPXQiJm:loop1 New ▾ High ▾ Jul 28, 2026 Jul 28, 2026 Jul 28, 2026 Avalon has not responded regarding new training; Speaker 1 was assigned to follow up on July 28, 2026. — · 07-28 Meeting: ISP Discounts, Client Project Status, Alere Training Schedule, and RMM Migration — Crimson IT — — — Stand up SharePoint library, cookbook document, and demo files during Phase 2 Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Client Plaude Meeting ▾ NEST ▾ recElhY8BdZAgiTgv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recElhY8BdZAgiTgv NEST:Meeting:recElhY8BdZAgiTgv:loop3 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 — Approximately 12 hours estimated remaining in Phase 2; Christi and Gabby primary contributors — · 06-18 Weekly Meeting: Copilot Deployment, Security Setup, and Training Plan — Crimson IT — — — Ensure all AI and project work is logged under correct active project in ConnectWise Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ All staff Plaude Meeting ▾ NEST ▾ recUd7YgZ6lDahPsc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUd7YgZ6lDahPsc NEST:Meeting:recUd7YgZ6lDahPsc:loop13 New ▾ High ▾ Jun 17, 2026 Jun 17, 2026 — Christi reminded team to track hours accurately under active projects for AI and other project work — · 06-17 Weekly Meeting: All-Hands Updates, Cybersecurity, and AI Training — Crimson IT — — — Camp project: procure and install media converters for two switches AbilityFirst ▾ Commitment ▾ Open ▾ Christi ▾ Camp Plaude Meeting ▾ NEST ▾ recDw2MWNAtdUvESq https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDw2MWNAtdUvESq NEST:Meeting:2026-06-01-Crimson:camp-media-converters New ▾ Medium ▾ Jun 5, 2026 Jun 1, 2026 Jun 15, 2026 Main lodge and amphitheater switches pending due to SFP+ requirements. Two switches need media converters. Christi to procure and install. May require onsite work week of 2026-06-15. — · 06-01 Weekly Meeting: Vacation Approvals, Client Updates, Camp Project Status, and CoWork Training Plan — Ability First — — — Perform silent install of Active Track via RMM across all devices within one week Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Belay Plaude Meeting ▾ NEST ▾ recDB005EodTUlojZ https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDB005EodTUlojZ NEST:Meeting:recDB005EodTUlojZ:loop2 New ▾ Medium ▾ Jul 24, 2026 Jul 24, 2026 Jul 31, 2026 Active Track will be deployed silently via RMM with no user logins required; turnaround is up to one week pending quote approval. Deployment is intended to avoid appearing targeted at the specific employee. — · 07-24 Meeting: Insider Threat Response at Belay — Crimson IT — — — Follow up with Vance and Mike on open Avalon items this week Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Vance and Mike Plaude Meeting ▾ NEST ▾ recIyEd6oVMfYYHQW https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIyEd6oVMfYYHQW NEST:Meeting:recIyEd6oVMfYYHQW:loop2 New ▾ Medium ▾ Jul 21, 2026 Jul 21, 2026 Jul 25, 2026 Specific items were not detailed in the meeting; AI flagged this as lacking clarity. Christi to clarify and address outstanding Avalon matters. — · 07-21 Weekly Meeting: Client Project Updates and Internal Processes — Crimson IT — — — Schedule a follow-up meeting to review the Base 44 project and map its functionality to Copilot and Microsoft tools Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ KC Plaude Meeting ▾ NEST ▾ recFh1v6l7G2rxZ1Z https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFh1v6l7G2rxZ1Z NEST:Meeting:recFh1v6l7G2rxZ1Z:loop1 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 — KC wants Copilot to replicate and improve the prior Base 44 custom solution for email hygiene, organization, and task tracking. — · 06-18 Discovery Call: Microsoft Copilot Email Organization for KC — Crimson IT — — — Confirm whether Capital IQ plugin is installed and active on each affected machine Crimson ▾ Question ▾ Open ▾ Crimson Team ▾ Chris Park, TJ, Views team users Plaude Meeting ▾ NEST ▾ rec5sPHu1U9R8KlEt https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5sPHu1U9R8KlEt NEST:Meeting:rec5sPHu1U9R8KlEt:loop2 New ▾ Medium ▾ Jun 5, 2026 May 21, 2026 — Makibus vendor identified Capital IQ as a known cause of Excel load failures on MacBooks; some users in the Views group are known to use it but exact install state on affected machines is unconfirmed. — · 05-21 IT Incident Review: Excel Load Failures Linked to Makibus/Capital IQ Add-ins and AV/EDR Exclusions — Crimson IT — — — All employees must complete assigned HIPAA and anti-sexual harassment training as soon as possible Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ All Crimson IT employees Plaude Meeting ▾ NEST ▾ recDvvBYv6DAUiiEv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDvvBYv6DAUiiEv NEST:Meeting:recDvvBYv6DAUiiEv:loop1 New ▾ High ▾ Jul 29, 2026 Jul 29, 2026 Jul 31, 2026 Mandatory compliance training flagged in admin updates. — · 07-29 Weekly Meeting: Cybersecurity Rollout, Training Compliance, Billing Deadlines, and AI Tool Usage — Crimson IT — — — Define timeline and lead for Lap Rack computer refresh of 20-plus devices and coordinate with procurement Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Lap Rack Plaude Meeting ▾ NEST ▾ recLfjjFlVaD0Qjpi https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLfjjFlVaD0Qjpi NEST:Meeting:recLfjjFlVaD0Qjpi:loop7 New ▾ Medium ▾ Jun 5, 2026 Jun 3, 2026 — Large computer refresh flagged but no owner or timeline assigned during the meeting; procurement constraints with Meraki and Dell add complexity. — · 06-03 Meeting: Crimson IT Vision, AI, and Project Updates — Crimson IT — — — Employees in 401k plan to verify Empower accounts and confirm transfer completion by August 1, 2026 Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Empower Plaude Meeting ▾ NEST ▾ recDvvBYv6DAUiiEv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDvvBYv6DAUiiEv NEST:Meeting:recDvvBYv6DAUiiEv:loop5 New ▾ Medium ▾ Jul 29, 2026 Jul 29, 2026 Aug 1, 2026 Transfer appears complete for some employees; full completion expected by August 1. — · 07-29 Weekly Meeting: Cybersecurity Rollout, Training Compliance, Billing Deadlines, and AI Tool Usage — Crimson IT — — — Email links for August 11 and 13 live training sessions, Copilot video series, and Microsoft Learn resources Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Client attendees Plaude Meeting ▾ NEST ▾ recNdFyS6wgrYzNTc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recNdFyS6wgrYzNTc NEST:Meeting:recNdFyS6wgrYzNTc:loop1 New ▾ High ▾ Aug 5, 2026 Aug 5, 2026 Aug 6, 2026 Speaker 1 committed to sharing all training resource links following the meeting. — · 08-05 Meeting: AI Policy and Copilot Rollout — Crimson IT — — — Formalize Olivia mentorship arrangement and communicate to Pete and Ansar Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Olivia, Pete, Ansar Plaude Meeting ▾ NEST ▾ rec9dySlzFSalkMRe https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9dySlzFSalkMRe NEST:Meeting:rec9dySlzFSalkMRe:loop0 New ▾ High ▾ Jun 5, 2026 May 20, 2026 — Non-reporting mentorship channel to provide coaching, escalation path, and translation layer between Olivia and Pete's outcome-driven style — · 05-20 Governance and Access Fixes for ConnectWise and Thread: Mentorship, Board Visibility, and Controlled Feature Re-enablement — Crimson IT — — — Coordinate Huntress deployment for endpoints and SIEM/log ingestion from Google Workspace Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Client Plaude Meeting ▾ NEST ▾ recSQLOUvcdRCssgl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSQLOUvcdRCssgl NEST:Meeting:recSQLOUvcdRCssgl:loop1 New ▾ High ▾ Jun 18, 2026 Jun 16, 2026 Jun 30, 2026 Anton insists on Huntress for endpoint coverage and Google Workspace log ingestion as part of the security stack migration to Crimson. — · 06-16 Meeting: Phishing Incident Response and Security Stack Migration — Crimson IT — — — Client to provide required connector list for Cloud Teams configuration Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Client (Vance and Michael) Plaude Meeting ▾ NEST ▾ rec3cqNF6Lq2sPTCl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec3cqNF6Lq2sPTCl NEST:Meeting:rec3cqNF6Lq2sPTCl:loop1 New ▾ High ▾ Jun 17, 2026 Jun 17, 2026 Jul 1, 2026 Salesforce mentioned as a potential connector; full list needed before kickoff to assess availability and costs. — · 06-17 Meeting: Cloud Teams SSO Rollout, Connector Setup, Licensing, and Training — Crimson IT — — — Replace grants content with alumni communications exemplars including stakeholder voice guidance for AI-generated messages Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Foundation Plaude Meeting ▾ NEST ▾ recmObGfy4A3sOZZd https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmObGfy4A3sOZZd NEST:Meeting:recmObGfy4A3sOZZd:loop2 New ▾ High ▾ Sep 2, 2026 Sep 2, 2026 — Prior assumption that Foundation handles grants was incorrect; communications-focused content is the correct pivot. — · 09-02 AI Training for Foundation Stalled by Lack of Specific Use Cases — Crimson IT — — — Pete to approve 22 outstanding expense reports Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Pete Plaude Meeting ▾ NEST ▾ recfcJqXvaowYzhDB https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfcJqXvaowYzhDB NEST:Meeting:recfcJqXvaowYzhDB:loop6 New ▾ High ▾ Jun 5, 2026 May 19, 2026 — 22 expense reports have accumulated while Pete was out and are pending his review and approval — · 05-19 Team Sync on Workload, Management, and Tooling — Crimson IT — — — AbilityFirst leadership account security hardening - remaining work after ticket 909159 closed AbilityFirst ▾ Risk ▾ Hold ▾ Christi ▾ — Ticket ▾ — ▾ — — — — ▾ Medium ▾ Jul 28, 2026 Jul 28, 2026 — CW ticket 909159 closed 7/28/2026 after 135 days idle with 7.8 hours logged. Hardening of leadership accounts progressed but conditional access and privileged account work was not completed.
Directly relevant to the April Stover reactivation on 7/28, which returned a Senior Director into zzAF-AllDirectors&ELT and zzAF-AllLeadership with no portable MFA method registered. Worth re-opening alongside that. Source: closed CW ticket 909159. See also the Stover MFA loop from the same day. · — — Ability First — — — Speak directly with Gabby about taking on executive-level reporting responsibilities for Alere Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Gabby Plaude Meeting ▾ NEST ▾ reco6Jmwh8Gcde8US https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco6Jmwh8Gcde8US NEST:Meeting:reco6Jmwh8Gcde8US:loop1 New ▾ High ▾ Jun 6, 2026 Jun 2, 2026 Jun 5, 2026 Christi to have a transparent conversation with Gabby, gauge her interest, and adjust scope if she is not comfortable adding reporting on top of technical ticket work. — · 06-02 Team Meeting: Gabby and Kevin Assessment, Lear Reporting Ownership, Tabletop Exercise Standardization — Crimson IT — — — Add team to Claude AI training and concurrently test two AI products to determine best fit SCHARP ▾ Commitment ▾ Open ▾ Christi ▾ SCHARP Plaude Meeting ▾ NEST ▾ recjs1c7LuV45nonR https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjs1c7LuV45nonR NEST:Meeting:recjs1c7LuV45nonR:loop6 New ▾ Medium ▾ Aug 31, 2026 Aug 31, 2026 — Formal evaluation process for AI tools not yet established; specific second tool to test alongside Claude has not been decided. — · 08-31 Meeting: AI Policy Formalization, Project Closures, and Google-to-Microsoft Migration Plan — SCHARP — — — Allocate Blue Wave IP charges by center using the bill's breakdown on page two Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Susanna Plaude Meeting ▾ NEST ▾ rec144SefljpgLjzF https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec144SefljpgLjzF NEST:Meeting:rec144SefljpgLjzF:loop4 New ▾ High ▾ Aug 12, 2026 Aug 11, 2026 Aug 12, 2026 Receipt was received; center breakdown is on page two of the bill and should drive the allocation. — · 08-11 Meeting: Concur Expense Report Cleanup, Missing Receipts Access, Amazon/Program Allocations, Department/Class Charging, Itemization Workflow, Concur Billing via Salesforce, Scheduling Support — Crimson IT — — — Decide on a standard method for distributing training materials organization-wide Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Speaker 2 Plaude Meeting ▾ NEST ▾ rec6OeUk3MXxJr27I https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec6OeUk3MXxJr27I NEST:Meeting:rec6OeUk3MXxJr27I:loop6 New ▾ Medium ▾ Jul 23, 2026 Jul 23, 2026 — Power Automate automation versus manual download links was discussed but no final method was selected. — · 07-23 Meeting: VPN Outage, Training Distribution, Python Enablement, Usage Review, and Monthly Cadence — Crimson IT — — — Complete intratam cybersecurity project Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Cybersecurity team Plaude Meeting ▾ NEST ▾ recUd7YgZ6lDahPsc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUd7YgZ6lDahPsc NEST:Meeting:recUd7YgZ6lDahPsc:loop9 New ▾ High ▾ Jun 17, 2026 Jun 17, 2026 Jun 26, 2026 Expected completion by end of next week per team update — · 06-17 Weekly Meeting: All-Hands Updates, Cybersecurity, and AI Training — Crimson IT — — — Define mailbox scope and user count to finalize Azure cost estimate Crimson ▾ Question ▾ Open ▾ Counterparty ▾ Casey Plaude Meeting ▾ NEST ▾ recPRm8y5eG7ILaKc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPRm8y5eG7ILaKc NEST:Meeting:recPRm8y5eG7ILaKc:loop3 New ▾ Medium ▾ Jul 21, 2026 Jul 21, 2026 — Exact user count and mailbox scope needed to narrow $100-$400/month Azure range before subscription setup — · 07-21 Meeting: Inbox/Calendar Automation Application Overview — Crimson IT — — — Obtain business accounts for approved AI tools and communicate approved tools to staff via email SCHARP ▾ Commitment ▾ Open ▾ Christi ▾ SCHARP Plaude Meeting ▾ NEST ▾ recjs1c7LuV45nonR https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjs1c7LuV45nonR NEST:Meeting:recjs1c7LuV45nonR:loop3 New ▾ High ▾ Aug 31, 2026 Aug 31, 2026 — Business accounts needed to ensure data protection; specific approved tools to be communicated separately from the formal policy document. — · 08-31 Meeting: AI Policy Formalization, Project Closures, and Google-to-Microsoft Migration Plan — SCHARP — — — Vince to log 15 minutes on the SSO setup ticket Christi created Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Vince Plaude Meeting ▾ NEST ▾ rec23zda1BuSVmCQx https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec23zda1BuSVmCQx NEST:Meeting:rec23zda1BuSVmCQx:loop0 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 Jun 17, 2026 Christi created a dedicated ticket for Vince to record time spent on SSO setup he completed outside his role on the Anderson project. — · 06-16 Weekly Meeting: Anderson Project Miscommunication & Process Improvement — Crimson IT — — — Receive Verizon Teams-integrated calling quote for 50 users (/line) AbilityFirst ▾ Follow-Up ▾ Waiting ▾ External / Waiting ▾ Gloria (Verizon) Plaude Meeting ▾ NEST ▾ rec77Mg0Yhtv1uYW8 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec77Mg0Yhtv1uYW8 NEST:Meeting:2026-05-29-VoIP:teams-quote New ▾ High ▾ Jun 5, 2026 May 29, 2026 Jun 10, 2026 Gloria to send quote for Teams-integrated calling (/line). Users must have Verizon phone number to push to Teams. — · 05-29 Consultation: VoIP Solutions Evaluation - Verizon One Talk & Teams Integration — Ability First — — — Send cheat sheets, prompt samples, and session objectives to Julie and Stuart before Thursday Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Julie Plaude Meeting ▾ NEST ▾ recpLIQUge3kJbjLG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpLIQUge3kJbjLG NEST:Meeting:recpLIQUge3kJbjLG:loop2 New ▾ High ▾ Aug 29, 2026 Aug 28, 2026 Sep 3, 2026 Julie requested materials in advance to share objectives with staff; Stuart also needs access. Prompt samples cover finance, admin, executives, HR, operations, property, sales, and nonprofit/grant writing. — · 08-28 Meeting: Microsoft 365 Copilot Training Schedule and Content — Crimson IT — — — Define device configuration process and remote execution plan including weekend task force vs. site-by-site approach SCHARP ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ SCHARP Plaude Meeting ▾ NEST ▾ recR8RRlrpvAsdnHK https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recR8RRlrpvAsdnHK NEST:Meeting:recR8RRlrpvAsdnHK:loop4 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 — Estimated approximately 1 hour per computer; parallel work feasibility depends on bandwidth; timing must align with case manager availability. — · 06-16 Weekly Meeting: SCHARP Google-to-Microsoft Migration Scope and Billing — SCHARP — — — Schedule meeting to explore integration between Adopto Hub and HelmBOS AbilityFirst ▾ Follow-Up ▾ Open ▾ Christi ▾ Speaker 2 / HelmBOS Plaude Meeting ▾ NEST ▾ recnGmvrI2JvGuX7r https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recnGmvrI2JvGuX7r NEST:Meeting:recnGmvrI2JvGuX7r:loop2 New ▾ Medium ▾ Jun 6, 2026 May 27, 2026 — Both parties agreed to connect; no date or agenda set yet. Speaker 2 has registered the HelmBOS domain and is developing it as a separate product. — · 05-27 Weekly Meeting: BOS Development, IT Survey, and Believe First Engagement — Ability First — — — Determine CoWork access process and pay-as-you-go cost structure for users who lack access Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Internal stakeholders Plaude Meeting ▾ NEST ▾ reccYmeDbTx5pyvq3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reccYmeDbTx5pyvq3 NEST:Meeting:reccYmeDbTx5pyvq3:loop2 New ▾ Medium ▾ Aug 18, 2026 Aug 14, 2026 — Meeting acknowledged not all users have CoWork access but did not clarify how to obtain it or what it costs. — · 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 — — — Block calendar time for Kevin and Gabby to improve project planning and resource management Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Jason Plaude Meeting ▾ NEST ▾ recTW8iL4t7kIdNQN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recTW8iL4t7kIdNQN NEST:Meeting:recTW8iL4t7kIdNQN:loop11 New ▾ Medium ▾ Jun 5, 2026 May 19, 2026 — Pete advised Jason to proactively block calendar time for his team members to prevent resource conflicts on projects. — · 05-19 Weekly Meeting: Personnel, Project Updates, and Operational Metrics — Crimson IT — — — Send re-recorded Power Automate training videos to Tally Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Tally Plaude Meeting ▾ NEST ▾ recQEKohaC3X6gTzv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQEKohaC3X6gTzv NEST:Meeting:recQEKohaC3X6gTzv:loop0 New ▾ High ▾ Aug 27, 2026 Aug 25, 2026 Aug 28, 2026 Christi committed to send by tomorrow afternoon (session date 08-25, so due 08-26; adjusted to nearest plausible date given summary timestamp of 08-27). — · 08-25 AI Tool Training and Configuration for a Law Firm — Crimson IT — — — SCHARP decision pending: LT Technologies contract termination SCHARP ▾ Decision Needed ▾ Closed ▾ External / Waiting ▾ Jack Barbour / Apollo Diaz (SCHARP) Decision Log ▾ SCHARP ▾ — — SCHARP:DecisionLog:lt-technologies-contract-termination New ▾ Medium ▾ Jun 5, 2026 Jun 5, 2026 Jun 16, 2026 RESOLVED 2026-06-05 (Christi): LT Technologies (Armen) contract has been dropped. Closing. [Prior: Decision Log Pending since 4/23, about $6K/mo for Datto/SonicWall/MSP360.] — · — — SCHARP — — — Sergio to provide Christi with logins for the relevant internet accounts Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Sergio Plaude Meeting ▾ NEST ▾ recAOSqaLc6x4qizU https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAOSqaLc6x4qizU NEST:Meeting:recAOSqaLc6x4qizU:loop2 New ▾ Medium ▾ Jul 21, 2026 Jul 21, 2026 Jul 25, 2026 It is unclear whether logins were provided during the call or are still pending; needed so Christi can manually download ComDirect invoices. — · 07-21 Weekly Meeting: Concur Expense Reports and IT Process Improvements — Crimson IT — — — Send newsletters and refresh videos on an ongoing basis as Copilot features update Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ recElhY8BdZAgiTgv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recElhY8BdZAgiTgv NEST:Meeting:recElhY8BdZAgiTgv:loop9 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 — Christi uses AI monitoring tools including Chip to compile weekly Copilot change summaries; blog updates and videos planned at least weekly — · 06-18 Weekly Meeting: Copilot Deployment, Security Setup, and Training Plan — Crimson IT — — — Christi to download and configure self-hosted N8N instance on her Crimson managed desktop per approved security architecture Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Anzor Plaude Meeting ▾ NEST ▾ recPQ5bAu5GsEdS9c https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPQ5bAu5GsEdS9c NEST:Meeting:recPQ5bAu5GsEdS9c:loop0 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 — Approval is conditional on N8N residing within the managed desktop environment, MFA enabled, API keys stored in Azure Key Vault, and Christi taking ownership of keeping the instance updated. — · 06-16 Conditional Approval for Self-Hosted N8N with a Limit on Future Technical Autonomy — Crimson IT — — — Send AI basics, Copilot basics, and Claude basics documentation including prompt-writing one-sheets Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Tally Plaude Meeting ▾ NEST ▾ recQEKohaC3X6gTzv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQEKohaC3X6gTzv NEST:Meeting:recQEKohaC3X6gTzv:loop2 New ▾ High ▾ Aug 27, 2026 Aug 25, 2026 — Reference documentation and one-sheets on prompt writing to be delivered; date TBD. — · 08-25 AI Tool Training and Configuration for a Law Firm — Crimson IT — — — Sam to write blog posts on emergent AI topics Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Sam Plaude Meeting ▾ NEST ▾ reczzASWno0pQiu64 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reczzASWno0pQiu64 NEST:Meeting:reczzASWno0pQiu64:loop2 New ▾ Medium ▾ Jul 23, 2026 Jul 23, 2026 — Sam committed to catching up on writing blog content covering emergent AI topics. — · 07-23 Weekly Meeting: Box and Claude Integration, Data Security — Crimson IT — — — Check if 14-month-old pen test included the web server Crimson ▾ Follow-Up ▾ Waiting ▾ External / Waiting ▾ Speaker 3 (Avalon) Plaude Meeting ▾ NEST ▾ rec5zjOOKgDsMgRaZ https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5zjOOKgDsMgRaZ NEST:Meeting:2026-06-04-Crimson:pentest-webserver New ▾ Medium ▾ Jun 5, 2026 Jun 4, 2026 Jun 15, 2026 Pen test done about 14 months ago. Speaker 3 will check if it included the website. Decision pending on new third-party pen test before remediation due to ERP connectivity. — · 06-04 Réunion: Claude Integration, AI Foundry SOW, and Web Server Security/Pen Test — Avalon — — — Call Greg to obtain a firm date to close out the Starlink issue, then share that date with Sergio, Dan, Kelly, April, and Kathy Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Greg Plaude Meeting ▾ NEST ▾ receg7PXt0LczdiyH https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/receg7PXt0LczdiyH NEST:Meeting:receg7PXt0LczdiyH:loop1 New ▾ High ▾ Aug 12, 2026 Aug 10, 2026 Aug 11, 2026 Firm date from Greg is the blocking dependency for resolving the Starlink matter and satisfying the over-communication cadence expected by key stakeholders. — · 08-10 Weekly Meeting: Communication Strategy and Starlink Follow-up — Crimson IT — — — Record Power Automate training videos Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 2 Plaude Meeting ▾ NEST ▾ rec6OeUk3MXxJr27I https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec6OeUk3MXxJr27I NEST:Meeting:rec6OeUk3MXxJr27I:loop1 New ▾ High ▾ Jul 23, 2026 Jul 23, 2026 Jul 23, 2026 Speaker 2 completed Power Automate training and planned to record sessions on July 23. — · 07-23 Meeting: VPN Outage, Training Distribution, Python Enablement, Usage Review, and Monthly Cadence — Crimson IT — — — Compile summary of ConnectWise issues (fixed fees converting to products, doubled amounts, SO items not converting, items lacking related tickets) and email ConnectWise Support with CC to April Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Maggie Plaude Meeting ▾ NEST ▾ recvmnKu6tDaimF3X https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvmnKu6tDaimF3X NEST:Meeting:recvmnKu6tDaimF3X:loop0 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 — Recurring system anomalies in ConnectWise causing billing errors need to be documented and escalated to ConnectWise Support; April to be CC'd on the outreach. — · 06-16 Guide to Progress Billing in ConnectWise — Crimson IT — — — Schedule site visit and produce Wi-Fi heat map if connectivity issues persist after AP swaps Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Client (Kelly and Alex) Plaude Meeting ▾ NEST ▾ recSCQt4n6V5H5VOG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSCQt4n6V5H5VOG NEST:Meeting:recSCQt4n6V5H5VOG:loop5 New ▾ Medium ▾ Jul 28, 2026 Jul 28, 2026 — Ongoing Wi-Fi issues may be device or provider related; heat map to identify dead spots after AP swap is completed. — · 07-28 Meeting: Telephony Platform Decision, PSTN Strategy, and Camp Connectivity (Starlink, SD‑WAN, Meraki) — Crimson IT — — — Plan and execute full organizational AI rollout and staff training in September 2026 Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ rec8nDr78afGqY5F5 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8nDr78afGqY5F5 NEST:Meeting:rec8nDr78afGqY5F5:loop7 New ▾ Medium ▾ Aug 12, 2026 Aug 12, 2026 Aug 25, 2026 Full rollout contingent on successful one-month pilot; training scope and schedule to be finalized after pilot evaluation. — · 08-12 Consultation: Microsoft Copilot and Claude AI Rollout — Crimson IT — — — Conduct Day 2 training focused on advanced prompt patterns applied to real Karney workflows Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Karney attendees Plaude Meeting ▾ NEST ▾ recH81TtjQUNMmvZI https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recH81TtjQUNMmvZI NEST:Meeting:recH81TtjQUNMmvZI:loop3 New ▾ High ▾ Jul 27, 2026 Jul 27, 2026 Jul 28, 2026 Second session of three-day series; follow-along format using real company examples — · 07-27 Lecture: AI Foundations Training for Property Firm — Copilot, ChatGPT, Claude, Prompting, and Governance — Karney Properties — — — Karney AI rollout (Jason Yu): account-creation session 6/15, confirm Copilot Business additions Crimson ▾ Follow-Up ▾ In Progress ▾ Crimson Team ▾ Jason Yu (Karney) / Christian Mendoza Email ▾ NEST ▾ — — NEST:OpenLoop:karney-ai-rollout New ▾ Medium ▾ Jun 5, 2026 Jun 4, 2026 Jun 15, 2026 Christian Mendoza handling ChatGPT/Claude account creation with Jason Yu; Teams session June 15 at 12 PM. Jason wants Copilot Business added (6-7 already have it, verify before adding more). Subscription quote already covered by the 2025 report per Christi. Training date 6/22-24 vs 6/30 still being set. — · — — Karney Properties — — — Receive Verizon One Talk quote for 50 users from Gloria AbilityFirst ▾ Follow-Up ▾ Waiting ▾ External / Waiting ▾ Gloria (Verizon) Plaude Meeting ▾ NEST ▾ rec77Mg0Yhtv1uYW8 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec77Mg0Yhtv1uYW8 NEST:Meeting:2026-05-29-VoIP:onetalk-quote New ▾ High ▾ Jun 5, 2026 May 29, 2026 Jun 10, 2026 Gloria to send quote for One Talk for 50 users. Third pricing tier (50+ users) offers better rates. Need for IT committee and exec leadership review. — · 05-29 Consultation: VoIP Solutions Evaluation - Verizon One Talk & Teams Integration — Ability First — — — Build customized Copilot training for each department based on pilot use cases Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Speaker 3 Plaude Meeting ▾ NEST ▾ recLYNISvaG7ky8N5 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLYNISvaG7ky8N5 NEST:Meeting:recLYNISvaG7ky8N5:loop7 New ▾ High ▾ Jun 5, 2026 Jun 4, 2026 — Training development estimated at one to two weeks after use cases are received. Sessions will be recorded for future use. — · 06-04 Weekly Meeting: Copilot Sensitivity Labels, Project Schedule, Pilot Training — Crimson IT — — — Send revised floor plans with AP locations ensuring parking lot coverage Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Project team Plaude Meeting ▾ NEST ▾ rectJB62MnATg718n https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rectJB62MnATg718n NEST:Meeting:rectJB62MnATg718n:loop0 New ▾ High ▾ Jun 6, 2026 May 21, 2026 May 22, 2026 Main lodge exterior APs must cover the parking lot; director's house AP confirmed for hallway. Christi committed to sending updated plans by end of day 2026-05-21 or early 2026-05-22. Risk of misplacement if installation begins before plans are received. — · 05-21 Project Coordination Meeting: Deposit Status, Onsite Schedule, AP Placement, and Boom Lift Logistics — Crimson IT — — — Format and send pilot group use cases to Speaker 3 Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 2 Plaude Meeting ▾ NEST ▾ recLYNISvaG7ky8N5 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLYNISvaG7ky8N5 NEST:Meeting:recLYNISvaG7ky8N5:loop5 New ▾ High ▾ Jun 5, 2026 Jun 4, 2026 Jun 5, 2026 Five-person pilot group has identified use cases; Speaker 3 will build department-specific training once received. — · 06-04 Weekly Meeting: Copilot Sensitivity Labels, Project Schedule, Pilot Training — Crimson IT — — — Formalize decision to keep Denny's invoice process unchanged (credit card, mailed in, Christi approves) Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Sergio Plaude Meeting ▾ NEST ▾ rec8E6rx1lwsnG39o https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8E6rx1lwsnG39o NEST:Meeting:rec8E6rx1lwsnG39o:loop4 New ▾ Medium ▾ Jul 21, 2026 Jul 21, 2026 — Current Denny's process was agreed to informally but lacks a formal decision record; AI flagged this as unresolved. — · 07-21 Meeting: Invoice and Billing Process Review — Crimson IT — — — Send Ms. Raahi invoice to billing contact (Charl or Russell) as-is Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ April Plaude Meeting ▾ NEST ▾ recOzVtx1w8aIuVvf https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recOzVtx1w8aIuVvf NEST:Meeting:recOzVtx1w8aIuVvf:loop0 New ▾ High ▾ Jun 5, 2026 Jun 3, 2026 Jun 4, 2026 April to send the invoice through the normal process without modification. — · 06-03 Meeting: Invoice Discrepancy and Client Communication — Ms. Raahi, Service Change, No-Charge Adjustments — Crimson IT — — — Cancel Gloria/Crimson engagement and notify stakeholders AbilityFirst ▾ Commitment ▾ Open ▾ Christi ▾ Gloria, Crimson Plaude Meeting ▾ NEST ▾ rec56GA7NyUnrZDv8 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec56GA7NyUnrZDv8 NEST:Meeting:2026-06-03-AF:cancel-gloria-engagement New ▾ Medium ▾ Jun 5, 2026 Jun 3, 2026 Jun 8, 2026 Cancel the Gloria/Crimson engagement and notify stakeholders per guidance. Include brief issue summary. — · 06-03 Fixing the Governance Gap in Invoice Allocation and Payroll Controls: Clarify Ownership, Access, and RACI to Restore Credibility — Ability First — — — Confirm exact start time and any extended duration for Friday session and include in staff communication Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Julie Plaude Meeting ▾ NEST ▾ recpLIQUge3kJbjLG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpLIQUge3kJbjLG NEST:Meeting:recpLIQUge3kJbjLG:loop8 New ▾ Medium ▾ Aug 29, 2026 Aug 28, 2026 Aug 31, 2026 Friday is open for Christi and may run longer to cover remaining content; exact time must be confirmed and communicated. — · 08-28 Meeting: Microsoft 365 Copilot Training Schedule and Content — Crimson IT — — — Create or update project ticket and log all work already performed outside the project including SSO setup and Cloud Desktop push preparation Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Vince Plaude Meeting ▾ NEST ▾ recvuehLtUAqIawgo https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvuehLtUAqIawgo NEST:Meeting:recvuehLtUAqIawgo:loop2 New ▾ High ▾ Jun 18, 2026 Jun 16, 2026 Jun 17, 2026 Vince set up SSO and prepared Cloud Desktop deployment without knowing a project ticket existed; hours and billing are at risk. — · 06-16 Weekly Meeting: Project Misalignment, Scope Confusion, and Billing Issues — Crimson IT — — — Sergio to clarify exact information needed from NetworkSolutions before Christi retrieves invoices Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Sergio Plaude Meeting ▾ NEST ▾ rec8E6rx1lwsnG39o https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8E6rx1lwsnG39o NEST:Meeting:rec8E6rx1lwsnG39o:loop1 New ▾ High ▾ Jul 21, 2026 Jul 21, 2026 — The specific NetworkSolutions data required was not defined during the meeting; clarification needed before Christi can act. — · 07-21 Meeting: Invoice and Billing Process Review — Crimson IT — — — Identify departmental champions for Copilot Studio and schedule train-the-trainer sessions Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Internal / departmental leads Plaude Meeting ▾ NEST ▾ recHGtxxQXiacQcbA https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHGtxxQXiacQcbA NEST:Meeting:recHGtxxQXiacQcbA:loop0 New ▾ High ▾ Aug 11, 2026 Aug 5, 2026 — Copilot Studio rollout relies on a train-the-trainer model; champions need to be named and sessions scheduled before broad enablement. — · 08-05 Meeting: AI Industry Developments, Enterprise Strategy, and Adoption — Crimson IT — — — Update Hudu client summaries with pod lead and onsite lead information Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Pod leads and onsite leads Plaude Meeting ▾ NEST ▾ recpEEPiyRjT475eK https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpEEPiyRjT475eK NEST:Meeting:recpEEPiyRjT475eK:loop3 New ▾ Medium ▾ Aug 27, 2026 Aug 26, 2026 — Mike added new sections to Hudu client summaries; no owners or due dates assigned yet, risking stale records. — · 08-26 Daily Meeting: Cybersecurity, Project Updates, and Training — Crimson IT — — — Decide on PSTN approach for Teams: Microsoft Calling vs Direct SIP Trunk Routing Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Client stakeholders Plaude Meeting ▾ NEST ▾ recSCQt4n6V5H5VOG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSCQt4n6V5H5VOG NEST:Meeting:recSCQt4n6V5H5VOG:loop3 New ▾ High ▾ Jul 28, 2026 Jul 28, 2026 — PSTN strategy remains undecided; vendor supports Teams direct trunk routing and SIP trunks; pros/cons and TCO not yet documented. — · 07-28 Meeting: Telephony Platform Decision, PSTN Strategy, and Camp Connectivity (Starlink, SD‑WAN, Meraki) — Crimson IT — — — Decide whether to set up interim Gmail-based workflow so Josh can explore Ada UI before Outlook connects Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Josh - h5datacenters.com Plaude Meeting ▾ NEST ▾ rec8Mxxdxc5y14y2e https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8Mxxdxc5y14y2e NEST:Meeting:rec8Mxxdxc5y14y2e:loop5 New ▾ Medium ▾ Aug 5, 2026 Aug 5, 2026 Aug 6, 2026 Gmail accounts currently functional in Ada; optional path to keep Josh engaged during Outlook verification delay — · 08-05 Consultation: Josh - AI Email Management Tool Demo — Crimson IT — — — Establish monthly cadence for client story collection to feed blogs and case studies; define owner and outreach schedule Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Speaker 1 Plaude Meeting ▾ NEST ▾ recPo1yFNTGLRukdF https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPo1yFNTGLRukdF NEST:Meeting:recPo1yFNTGLRukdF:loop9 New ▾ Medium ▾ Aug 27, 2026 Aug 26, 2026 — Speaker 1 recommended steady genuine case studies over high-volume blogging given AI-driven SEO saturation. Stories should be 6 or more months old. Cadence owner and monthly trigger date not yet defined. — · 08-26 Meeting: Marketing Collateral, Content Strategy, and SEO — Crimson IT — — — On-site visit with Scharp employees on May 27, 2026 Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Scharp Plaude Meeting ▾ NEST ▾ recxXgNKdQaaTLypz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recxXgNKdQaaTLypz NEST:Meeting:recxXgNKdQaaTLypz:loop4 New ▾ High ▾ Jun 6, 2026 May 21, 2026 May 27, 2026 Scheduled site visit noted during training session. — · 05-21 Lecture: Excel Basics - File Safety, Data Organization, and Formulas — Crimson IT — — — Confirm exact monetary loss from Dr. Barber phishing incident and explore retailer reimbursement or alerts Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ recSQLOUvcdRCssgl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSQLOUvcdRCssgl NEST:Meeting:recSQLOUvcdRCssgl:loop7 New ▾ Medium ▾ Jun 18, 2026 Jun 16, 2026 Jun 20, 2026 Dr. Barber purchased and sent codes for two or three gift cards before Amazon flagged the activity. Exact amount unknown; reimbursement possibilities not yet explored. — · 06-16 Meeting: Phishing Incident Response and Security Stack Migration — Crimson IT — — — Seg to schedule meeting with Anton to plan SHARP security migration excluding secure mail Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ SHARP / Anton Plaude Meeting ▾ NEST ▾ rec1aLHcveBOe8ReS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1aLHcveBOe8ReS NEST:Meeting:rec1aLHcveBOe8ReS:loop3 New ▾ High ▾ Jun 5, 2026 May 19, 2026 — MFA activated with grace period and minimal issues; secure mail migration excluded for now and needs its own plan and timeline — · 05-19 Meeting: Project Status, Migrations, Security, and AI Rollouts — Crimson IT — — — Alere executive sponsor to send Christi a list of all PEC-side contacts to include in communications Alere ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Alere Executive Sponsor Plaude Meeting ▾ NEST ▾ recUG4tH7Dzlmyel8 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUG4tH7Dzlmyel8 NEST:Meeting:recUG4tH7Dzlmyel8:loop5 New ▾ High ▾ Jun 5, 2026 May 21, 2026 May 28, 2026 Needed to populate the Teams channel and ensure correct distribution for weekly status emails. — · 05-21 Meeting: Microsoft 365 Copilot Readiness and Deployment — Alere — — — Schedule and execute deployment of packaged app to client Microsoft tenancy Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Sergio, Brett, Casey Plaude Meeting ▾ NEST ▾ recPRm8y5eG7ILaKc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPRm8y5eG7ILaKc NEST:Meeting:recPRm8y5eG7ILaKc:loop2 New ▾ High ▾ Jul 21, 2026 Jul 21, 2026 Aug 4, 2026 Deployment targeted approximately one week after subscription setup; Christi has AI teaching commitments week of 2026-07-28 and a college dorm move-in on 2026-08-18 constraining scheduling — · 07-21 Meeting: Inbox/Calendar Automation Application Overview — Crimson IT — — — Investigate Procore API integration costs and availability including whether separate API fees apply Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Procore Plaude Meeting ▾ NEST ▾ recCcfh6qzAoSW169 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recCcfh6qzAoSW169 NEST:Meeting:recCcfh6qzAoSW169:loop2 New ▾ High ▾ Jun 18, 2026 Jun 17, 2026 Jun 18, 2026 Christi has not recently verified Procore API cost structure; fee model directly affects project economics and build effort scope — · 06-17 Base44 Project Review Blocked by Access Control; Focus Shifts to Architecture and Integration Strategy — Crimson IT — — — Draft and publish 1-page SOP for progress billing covering prerequisites, navigation, amount entry, Continue step, email dispatch, and troubleshooting appendix Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Maggie Plaude Meeting ▾ NEST ▾ rec95rQOHZ1gLGZO3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec95rQOHZ1gLGZO3 NEST:Meeting:rec95rQOHZ1gLGZO3:loop0 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 — SOP should cover Alere and Anderson projects with screenshots; include troubleshooting for products vs professional fees and refresh rule — · 06-16 Analysis of Progress Billing Workflow Gaps and Key-Person Risk — Crimson IT — — — Obtain additional quotes from La Costa and Sandler Partners per new multi-vendor quote policy Crimson ▾ Info Only ▾ Open ▾ Counterparty ▾ Erin Plaude Meeting ▾ NEST ▾ recIgwoJuOn4vph3e https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIgwoJuOn4vph3e NEST:Meeting:recIgwoJuOn4vph3e:loop6 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 — New company policy requires multiple quotes from different vendors and brokers; Erin has already received a quote from La Costa and plans to get one from Sandler Partners, creating a competitive evaluation environment. — · 06-18 Meeting: Vendor Quotes, Internet Redundancy, Contract Audit, and Invoice Follow-ups — Crimson IT — — — Add Ronnell Jackson and Kristen (PEC) to the recurring meeting series Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 2 Plaude Meeting ▾ NEST ▾ recLYNISvaG7ky8N5 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLYNISvaG7ky8N5 NEST:Meeting:recLYNISvaG7ky8N5:loop2 New ▾ High ▾ Jun 5, 2026 Jun 4, 2026 Jun 5, 2026 PEC stakeholders need ongoing visibility into governance decisions. — · 06-04 Weekly Meeting: Copilot Sensitivity Labels, Project Schedule, Pilot Training — Crimson IT — — — Explore Copilot Frontier app builder during vacation and report findings Crimson ▾ Commitment ▾ Open ▾ Christi ▾ IT/governance lead Plaude Meeting ▾ NEST ▾ recLj5aTVrCAnWscz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLj5aTVrCAnWscz NEST:Meeting:recLj5aTVrCAnWscz:loop5 New ▾ High ▾ Jun 5, 2026 Jun 3, 2026 Jun 15, 2026 Christi plans to evaluate Microsoft Copilot Frontier app builder during vacation as a potential alternative or complement to Claude Code for the Azure rebuild — · 06-03 Consultation: Azure-Based Project Management App Migration and AI Governance for Construction — Crimson IT — — — Clarify default data retention settings and obtain Westwood approval for automatic deletion Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Westwood Financial Plaude Meeting ▾ NEST ▾ recs0fqc5fvNu38e6 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recs0fqc5fvNu38e6 NEST:Meeting:recs0fqc5fvNu38e6:loop5 New ▾ Medium ▾ Aug 13, 2026 Aug 13, 2026 — Compliance sign-off needed on retention duration and auto-deletion settings within Westwood's tenancy. — · 08-13 Meeting: Westwood Financial Mail Intelligence App – Azure Deployment, Ada AI Triage, Security and Beta Resell Plan — Crimson IT — — — Confirm preference to remove legacy TTX equipment from site and proceed with the return process Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Angel Plaude Meeting ▾ NEST ▾ recdPP5kDzgzl3i90 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdPP5kDzgzl3i90 NEST:Meeting:recdPP5kDzgzl3i90:loop12 New ▾ High ▾ Jun 5, 2026 Jun 1, 2026 — Angel's explicit confirmation needed before TTX return logistics are initiated. — · 06-01 Weekly Meeting: Network Hardware and Infrastructure Planning — Crimson IT — — — Walk Camp site with ComDirect and finalize switchouts by June 4, 2026 Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Camp / ComDirect Plaude Meeting ▾ NEST ▾ recLfjjFlVaD0Qjpi https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLfjjFlVaD0Qjpi NEST:Meeting:recLfjjFlVaD0Qjpi:loop1 New ▾ High ▾ Jun 5, 2026 Jun 3, 2026 Jun 4, 2026 Switchouts are nearly complete; Christi to accompany ComDirect on-site to close out the project. — · 06-03 Meeting: Crimson IT Vision, AI, and Project Updates — Crimson IT — — — Define plan and timeline for SHARP secure mail migration Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ SHARP Plaude Meeting ▾ NEST ▾ rec1aLHcveBOe8ReS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1aLHcveBOe8ReS NEST:Meeting:rec1aLHcveBOe8ReS:loop13 New ▾ Medium ▾ Jun 5, 2026 May 19, 2026 — Secure mail was explicitly excluded from the current migration scope; dependencies and schedule need to be clarified separately — · 05-19 Meeting: Project Status, Migrations, Security, and AI Rollouts — Crimson IT — — — Send intro email to David Aberra and the onsite engineer for 333 S Grand Ave Crimson ▾ Commitment ▾ Open ▾ Christi ▾ David Aberra / Newmark Plaude Meeting ▾ NEST ▾ recyn6T9Ny4bn527c https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recyn6T9Ny4bn527c NEST:Meeting:recyn6T9Ny4bn527c:loop0 New ▾ High ▾ Jun 10, 2026 Jun 10, 2026 Jun 11, 2026 Email should include onsite engineer name and title per David's request to connect with the right technical contact. David's email: David.Aberra@nmrk.com. — · 76CBC8DDD3E692DAEECF085F75E989FE62D00356-F6F7 — Crimson IT — — — Attend Julius meeting on July 24 regarding Avalon Cloud Enterprise setup Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Julius Plaude Meeting ▾ NEST ▾ recIyEd6oVMfYYHQW https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIyEd6oVMfYYHQW NEST:Meeting:recIyEd6oVMfYYHQW:loop5 New ▾ High ▾ Jul 21, 2026 Jul 21, 2026 Jul 24, 2026 Friday meeting specifically scoped to Avalon Cloud Enterprise configuration discussion. — · 07-21 Weekly Meeting: Client Project Updates and Internal Processes — Crimson IT — — — Reboot computer to enable Teams Facilitator mode and refresh Copilot integrations Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Christi Brown Plaude Meeting ▾ NEST ▾ rec9VJ2CyNOISM0kP https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9VJ2CyNOISM0kP NEST:Meeting:rec9VJ2CyNOISM0kP:loop7 New ▾ High ▾ Jul 23, 2026 Jul 23, 2026 — Facilitator option missing in Teams More Actions menu; reboot is the recommended fix to surface the integration — · 07-23 AI Tools Training: Copilot, Claude, and Plaud — Crimson IT — — — Co-lead Thread feature re-enable plan, one feature per week starting with reminders and utilization reporting, excluding prioritization and categorization Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Olivia Plaude Meeting ▾ NEST ▾ rec9dySlzFSalkMRe https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9dySlzFSalkMRe NEST:Meeting:rec9dySlzFSalkMRe:loop5 New ▾ High ▾ Jun 5, 2026 May 20, 2026 — Thread features were disabled to reduce notification noise and never re-enabled after ConnectWise fixes; governance model is one feature per week with sign-off to prevent blowback — · 05-20 Governance and Access Fixes for ConnectWise and Thread: Mentorship, Board Visibility, and Controlled Feature Re-enablement — Crimson IT — — — Forward submitted IT budget to Crystal Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Crystal Plaude Meeting ▾ NEST ▾ reckwl9gCvCI6VCrC https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckwl9gCvCI6VCrC NEST:Meeting:reckwl9gCvCI6VCrC:loop1 New ▾ High ▾ Aug 3, 2026 Aug 3, 2026 Aug 4, 2026 Budget of approximately $1.2 million submitted to Kashif; Crystal needs a copy for her records. — · 08-03 Weekly Meeting: IT Budget, Security Training, and Service Tickets — Crimson IT — — — Send Leer Property Group agenda draft today and conduct kickoff on 2026-05-21 at 9:00 AM Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Leer Property Group Plaude Meeting ▾ NEST ▾ rec1aLHcveBOe8ReS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1aLHcveBOe8ReS NEST:Meeting:rec1aLHcveBOe8ReS:loop9 New ▾ High ▾ Jun 5, 2026 May 19, 2026 May 21, 2026 Alignment was delayed due to holdout from Kenny; kickoff now confirmed for Thursday — · 05-19 Meeting: Project Status, Migrations, Security, and AI Rollouts — Crimson IT — — — Formally evaluate third-party backup solutions for Smarsh and determine whether to propose to the client as an upsell Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Crimson Team Plaude Meeting ▾ NEST ▾ recwHsj2ZspJeHdcR https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recwHsj2ZspJeHdcR NEST:Meeting:recwHsj2ZspJeHdcR:loop4 New ▾ Medium ▾ Jun 6, 2026 Jun 2, 2026 — Vince is already researching Smarsh partner programs for Arc Capital to assess local restores and manual data exports. Findings should be applied here to outline pros/cons and form a client proposal if warranted. — · 06-02 Meeting: Tabletop Exercise Debrief, Smarsh Archival, Single Point of Failure — Crimson IT — — — Implement conditional access policies for Foothill pilot group starting August 27 Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Anton Plaude Meeting ▾ NEST ▾ recpEEPiyRjT475eK https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpEEPiyRjT475eK NEST:Meeting:recpEEPiyRjT475eK:loop0 New ▾ High ▾ Aug 27, 2026 Aug 26, 2026 Aug 27, 2026 Anton confirmed pilot starts tomorrow; pilot group scope and success criteria not yet defined. — · 08-26 Daily Meeting: Cybersecurity, Project Updates, and Training — Crimson IT — — — Align daily top-hits summary spec (sections, color coding, delivery times) and confirm with Casey Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Casey Plaude Meeting ▾ NEST ▾ recbNTVinRg9a64hu https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbNTVinRg9a64hu NEST:Meeting:recbNTVinRg9a64hu:loop4 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 — Brett to finalize specification for the digest summary format and confirm timing and structure with Casey before Christi builds the flow. — · 06-18 Meeting Notes: Hybrid Outlook Copilot and Claude Automation for Email Prioritization, Follow-Ups, and Calendar Guardrails — Crimson IT — — — Build custom API connectors for Clio and LawPay to automate billable hours reporting in Excel Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Tally Plaude Meeting ▾ NEST ▾ recQEKohaC3X6gTzv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQEKohaC3X6gTzv NEST:Meeting:recQEKohaC3X6gTzv:loop4 New ▾ High ▾ Aug 27, 2026 Aug 25, 2026 — Clio has a full API; LawPay has no pre-built Power Automate connector so custom connectors needed in both Power Automate and Claude. Estimated 3 to 5 hours of development. Clio is discontinuing its native LawPay integration at end of month, making this urgent. — · 08-25 AI Tool Training and Configuration for a Law Firm — Crimson IT — — — Add Segi and Miguel to the P1 chat on Teams Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Internal Plaude Meeting ▾ NEST ▾ recrkTNKFtyvGHBmx https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrkTNKFtyvGHBmx NEST:Meeting:recrkTNKFtyvGHBmx:loop9 New ▾ High ▾ Jul 28, 2026 Jul 28, 2026 Jul 29, 2026 Speaker 6 assigned to add both individuals to the P1 Teams channel. — · 07-28 Weekly Meeting: Project Status Updates and Process Coordination — Crimson IT — — — Present deferred agenda item at next week's meeting Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Internal group Plaude Meeting ▾ NEST ▾ recxDDhiblz5XEXwt https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recxDDhiblz5XEXwt NEST:Meeting:recxDDhiblz5XEXwt:loop0 New ▾ High ▾ Sep 2, 2026 Sep 2, 2026 Sep 7, 2026 Christi postponed her topic because less than five minutes remained and the group opted for the duck race activity instead. — · Debrief: Agenda Deferral for Next Week's Meeting — Crimson IT — — — Obtain and review Peerless quotes for internet bandwidth upgrade at 2610 headquarters Crimson ▾ Follow-Up ▾ Open ▾ External / Waiting ▾ Peerless Plaude Meeting ▾ NEST ▾ recsGwxzzKW0u8cJn https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recsGwxzzKW0u8cJn NEST:Meeting:recsGwxzzKW0u8cJn:loop0 New ▾ High ▾ Aug 4, 2026 Aug 4, 2026 Aug 11, 2026 Current internet at 2610 HQ is 100 Mbps costing over $800/month; goal is at least fivefold performance improvement and possible cost reduction; quotes requested from Peerless. — · 08-04 Weekly Meeting: IT Infrastructure Upgrades and Budget Submission — Crimson IT — — — Identify and shortlist internal candidates for compliance officer role, assess fit, and document rationale for including or excluding candidates Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Pete Plaude Meeting ▾ NEST ▾ recjf8AAhdGKdOIf3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjf8AAhdGKdOIf3 NEST:Meeting:recjf8AAhdGKdOIf3:loop2 New ▾ Medium ▾ Jun 6, 2026 May 26, 2026 — Candidates discussed: Robert (to consider), Sean (well-rounded mindset, favored), Bogdan (mindset fit concerns). No final selection made. Role would report to Christi. — · 05-26 Meeting: Compliance Officer Selection, Security Questionnaire Gaps, and Equipment Update — Crimson IT — — —