Confirm status and details of proposed agent naming convention Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Speaker 2 Plaude Meeting ▾ NEST ▾ rec6OeUk3MXxJr27I https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec6OeUk3MXxJr27I NEST:Meeting:rec6OeUk3MXxJr27I:loop8 New ▾ Low ▾ Jul 23, 2026 Jul 23, 2026 — Naming convention was proposed but not discussed further; clarity needed before agent creation scales. — · 07-23 Meeting: VPN Outage, Training Distribution, Python Enablement, Usage Review, and Monthly Cadence — Crimson IT — — — Clarify context and any required action related to Holly's offer letter mentioned by Sergio Crimson ▾ Question ▾ Open ▾ Christi ▾ Sergio Plaude Meeting ▾ NEST ▾ recIyEd6oVMfYYHQW https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIyEd6oVMfYYHQW NEST:Meeting:recIyEd6oVMfYYHQW:loop11 New ▾ Low ▾ Jul 21, 2026 Jul 21, 2026 — Sergio raised an offer letter for Holly but no action owner or next step was established; requires follow-up for clarity. — · 07-21 Weekly Meeting: Client Project Updates and Internal Processes — Crimson IT — — — Draft and send blog ideas and posts to Speaker 1 and Speaker 3 for editing and publication Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Speaker 1 Plaude Meeting ▾ NEST ▾ recPo1yFNTGLRukdF https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPo1yFNTGLRukdF NEST:Meeting:recPo1yFNTGLRukdF:loop5 New ▾ High ▾ Aug 27, 2026 Aug 26, 2026 — Christi confirmed she has time to produce adaptive blog posts and will coordinate with the team; Speaker 1 to edit and publish. — · 08-26 Meeting: Marketing Collateral, Content Strategy, and SEO — Crimson IT — — — Inform Anzor that cost management alerts have been disabled for his user profile Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Anton Plaude Meeting ▾ NEST ▾ recFqnViYIdqthfZc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFqnViYIdqthfZc NEST:Meeting:recFqnViYIdqthfZc:loop2 New ▾ High ▾ Aug 25, 2026 Aug 25, 2026 — Anton completed the Copilot configuration change; Anzor was removed from User and Group Alerts under Cost Management and alerts now route to Christi. — · 08-25 Operational Incident: Dual-Task Multitasking—Employee Transport Coordination and Copilot Cost-Alert Reconfiguration — Crimson IT — — — Schedule and hold in-person Friday workshop to capture requirements and define AI guardrails and policies Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Governance committee, Evan, property managers Plaude Meeting ▾ NEST ▾ recLj5aTVrCAnWscz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLj5aTVrCAnWscz NEST:Meeting:recLj5aTVrCAnWscz:loop3 New ▾ Medium ▾ Jun 5, 2026 Jun 3, 2026 Jun 26, 2026 Target late June 2026; workshop will surface needs, align governance policy, and define guardrails for power user AI development within company ecosystem — · 06-03 Consultation: Azure-Based Project Management App Migration and AI Governance for Construction — Crimson IT — — — Speaker 6 to send Christi note on AI Steering Committee presentation topics and partner Copilot status for September 3 meeting Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ PEC Plaude Meeting ▾ NEST ▾ rec1IOTC5qHo0zSaH https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1IOTC5qHo0zSaH NEST:Meeting:rec1IOTC5qHo0zSaH:loop7 New ▾ High ▾ Aug 13, 2026 Aug 13, 2026 Aug 20, 2026 Christi invited to speak at PEC AI Steering Committee meeting rescheduled to September 3, 2026 at 10:00 AM Pacific Time; Speaker 6 to provide coverage details and other operating partners' Copilot journey status. — · 08-13 Meeting: Copilot Adoption, Co-Work Cost Decision, Security Compliance, Training Schedule, and Technical Issues — Crimson IT — — — Forward ConnectWise Support contact details or confirmation email thread to April Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Maggie Plaude Meeting ▾ NEST ▾ recvmnKu6tDaimF3X https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvmnKu6tDaimF3X NEST:Meeting:recvmnKu6tDaimF3X:loop1 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 — Maggie to share ConnectWise Support contact info or the existing email thread with April after initiating the support escalation. — · 06-16 Guide to Progress Billing in ConnectWise — Crimson IT — — — Decision needed on defaulting printers to black and white to reduce color printing costs Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Crystal Plaude Meeting ▾ NEST ▾ reckwl9gCvCI6VCrC https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckwl9gCvCI6VCrC NEST:Meeting:reckwl9gCvCI6VCrC:loop8 New ▾ Medium ▾ Aug 3, 2026 Aug 3, 2026 — Color printing identified as a recurring cost issue; defaulting all printers to black and white was discussed but no concrete plan or timeline was established. — · 08-03 Weekly Meeting: IT Budget, Security Training, and Service Tickets — Crimson IT — — — Share official PowerPoint and Word templates from Marketing SharePoint with Christi Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Speaker 3 Plaude Meeting ▾ NEST ▾ recPo1yFNTGLRukdF https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPo1yFNTGLRukdF NEST:Meeting:recPo1yFNTGLRukdF:loop0 New ▾ High ▾ Aug 27, 2026 Aug 26, 2026 — Speaker 3 believes templates exist in Marketing SharePoint; needs to confirm master location, access paths, and send to Christi so she can standardize training content appearance. — · 08-26 Meeting: Marketing Collateral, Content Strategy, and SEO — Crimson IT — — — Assess Wayfinder interest in AI tools overview and optionally schedule a dedicated AI session covering Copilot, Claude, and OpenAI Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Wayfinder Plaude Meeting ▾ NEST ▾ recL8V1UvQZ8qjWCz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recL8V1UvQZ8qjWCz NEST:Meeting:recL8V1UvQZ8qjWCz:loop4 New ▾ Medium ▾ Jun 15, 2026 Jun 15, 2026 — Wayfinder has approximately 20 Copilot users; broader AI overview session is contingent on client interest — · 06-15 Training: Microsoft Teams/SharePoint Migration and File Management — Wayfinder — — — Create and present Google-to-Microsoft migration game plan within one to two weeks SCHARP ▾ Commitment ▾ Open ▾ Christi ▾ SCHARP Plaude Meeting ▾ NEST ▾ recjs1c7LuV45nonR https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjs1c7LuV45nonR NEST:Meeting:recjs1c7LuV45nonR:loop5 New ▾ High ▾ Aug 31, 2026 Aug 31, 2026 Sep 14, 2026 Migration to begin with server file shares to minimize disruption; send Dr. Barber a reminder about ongoing work if needed. — · 08-31 Meeting: AI Policy Formalization, Project Closures, and Google-to-Microsoft Migration Plan — SCHARP — — — Prepare role-specific prompt examples for program staff who primarily use Google tools Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Internal Plaude Meeting ▾ NEST ▾ recpLIQUge3kJbjLG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpLIQUge3kJbjLG NEST:Meeting:recpLIQUge3kJbjLG:loop6 New ▾ Medium ▾ Aug 29, 2026 Aug 28, 2026 Sep 3, 2026 Existing prompts cover finance and admin; program staff need tailored examples relevant to their Google-primary workflow. — · 08-28 Meeting: Microsoft 365 Copilot Training Schedule and Content — Crimson IT — — — Speaker 4 to provide Anzor with the initial distribution list for urgent ticket alerts, including Sue and Charlene Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 4 Plaude Meeting ▾ NEST ▾ recvwujaC4Ay1Ga5r https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvwujaC4Ay1Ga5r NEST:Meeting:recvwujaC4Ay1Ga5r:loop1 New ▾ High ▾ Jun 18, 2026 Jun 17, 2026 Jun 22, 2026 Distribution list needed before Anzor can finalize the alert configuration — · 06-17 Meeting: Urgent Ticket Alerts – Notification System and P1 Noise Mitigation — Crimson IT — — — Ansar to notify Christi and Olivia before making structural department or board changes and document in Setup Tables notes Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Ansar Plaude Meeting ▾ NEST ▾ rec9dySlzFSalkMRe https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9dySlzFSalkMRe NEST:Meeting:rec9dySlzFSalkMRe:loop8 New ▾ Low ▾ Jun 5, 2026 May 20, 2026 — Stop-gap governance norm; Ansar's past undocumented changes are the root cause of current board visibility defects and department misalignments — · 05-20 Governance and Access Fixes for ConnectWise and Thread: Mentorship, Board Visibility, and Controlled Feature Re-enablement — Crimson IT — — — Reschedule AF weekly meeting to week of June 1 (Casey in Japan) AbilityFirst ▾ Follow-Up ▾ Open ▾ Christi ▾ Brad, Casey Plaude Meeting ▾ NEST ▾ recDgCDyne2myiqH1 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDgCDyne2myiqH1 NEST:Meeting:2026-05-26-AF:reschedule-weekly New ▾ Low ▾ Jun 5, 2026 May 26, 2026 Jun 2, 2026 May 26 meeting canceled (Casey in Japan). Reschedule to week of June 1. Speaker 1 unavailable week of June 8 due to vacation. — · 05-26 Weekly Meeting: I-9 Forms, ConnectWise Project Planning, and IT Budgeting — Ability First — — — Jennifer C to send list of users needing Power BI licenses to help desk and CC Christi SCHARP ▾ Commitment ▾ Open ▾ Counterparty ▾ Jennifer C Plaude Meeting ▾ NEST ▾ recojbtlTTnzr8Zvy https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recojbtlTTnzr8Zvy NEST:Meeting:recojbtlTTnzr8Zvy:loop2 New ▾ High ▾ Jun 6, 2026 Jun 1, 2026 Jun 5, 2026 Request approved by Dr. Barber. Licenses needed for managers and key admin staff. — · 06-01 会议: Access, MFA Rollout, IT Ticket Metrics, Training, Box Migration, Power BI Licensing — SCHARP — — — Validate link speeds between the main lodge, director's house (1 gig), and call center (10 gigs) and document any required upgrades or configurations Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Angel Plaude Meeting ▾ NEST ▾ recdPP5kDzgzl3i90 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdPP5kDzgzl3i90 NEST:Meeting:recdPP5kDzgzl3i90:loop10 New ▾ Medium ▾ Jun 5, 2026 Jun 1, 2026 — Speeds are believed but not confirmed; mismatched speeds could cause performance bottlenecks. — · 06-01 Weekly Meeting: Network Hardware and Infrastructure Planning — Crimson IT — — — Gaston to manage email spam solution transition and secure mail configuration Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Client Plaude Meeting ▾ NEST ▾ recSQLOUvcdRCssgl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSQLOUvcdRCssgl NEST:Meeting:recSQLOUvcdRCssgl:loop3 New ▾ High ▾ Jun 18, 2026 Jun 16, 2026 — Gaston owns the email spam and secure mail workstream during the migration; Barracuda and SCHARP retained for now. — · 06-16 Meeting: Phishing Incident Response and Security Stack Migration — Crimson IT — — — Complete full deployment of CrowdStrike AIDR service Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Media Alpha / Ira Ham Plaude Meeting ▾ NEST ▾ recP7juqqC9GdIAIh https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recP7juqqC9GdIAIh NEST:Meeting:recP7juqqC9GdIAIh:loop0 New ▾ High ▾ Jun 5, 2026 May 27, 2026 Aug 1, 2026 CrowdStrike Pangea AIDR deployment for external-facing chatbots targeting completion by August per meeting action item. — · 05-27 Weekly Meeting: AI Community of Practice - Wins, Challenges, and Governance — Crimson IT — — — Finalize outstanding emails and send follow-up training responses to attendees Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Training attendees Plaude Meeting ▾ NEST ▾ recDSmUMTkSZu0ibD https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDSmUMTkSZu0ibD NEST:Meeting:recDSmUMTkSZu0ibD:loop0 New ▾ High ▾ Aug 27, 2026 Aug 25, 2026 Aug 25, 2026 Post-session follow-up emails to be completed by 2026-08-25. — · Training Session: Microsoft Power Automate Basics and AI Integration — Crimson IT — — — Alere month-end blackout dates Alere ▾ Commitment ▾ Waiting ▾ External / Waiting ▾ Daniel (Alere) Plaude Meeting ▾ NEST ▾ 2026-06-04-Alere-PM1 — NEST:Meeting:2026-06-04-Alere-PM1:blackout-dates New ▾ High ▾ Jun 4, 2026 Jun 4, 2026 Jun 15, 2026 Daniel to send the specific month-end close window. Tracks Gary and Sam's quarter close; after 6/17 likely but may bleed over since it is a quarter. Needed so production changes route around it. — · — — — — — — Complete migration from IT Glue to Hudu before June 1 hard deadline when IT Glue license expires Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Internal Plaude Meeting ▾ NEST ▾ recTW8iL4t7kIdNQN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recTW8iL4t7kIdNQN NEST:Meeting:recTW8iL4t7kIdNQN:loop6 New ▾ High ▾ Jun 5, 2026 May 19, 2026 Jun 1, 2026 Olivia's rock is on track but has a hard cutoff of June 1, 2026 when the IT Glue license ends. — · 05-19 Weekly Meeting: Personnel, Project Updates, and Operational Metrics — Crimson IT — — — Vince to upload user CSV into Cloud Teams admin portal and send invites Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Vince Plaude Meeting ▾ NEST ▾ rec23zda1BuSVmCQx https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec23zda1BuSVmCQx NEST:Meeting:rec23zda1BuSVmCQx:loop2 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 Jun 17, 2026 Required step for Anderson project completion ahead of or alongside the June 17 deployment. — · 06-16 Weekly Meeting: Anderson Project Miscommunication & Process Improvement — Crimson IT — — — Christi to follow up with Pete on Signal Partners onboarding details after his workload eases Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Pete Plaude Meeting ▾ NEST ▾ rec1aLHcveBOe8ReS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1aLHcveBOe8ReS NEST:Meeting:rec1aLHcveBOe8ReS:loop2 New ▾ High ▾ Jun 5, 2026 May 19, 2026 — Christi already spoke with Tim and shared info with Pete before his vacation; timing is pending Pete's availability — · 05-19 Meeting: Project Status, Migrations, Security, and AI Rollouts — Crimson IT — — — Charl to send the OpenAI application to all users by Thursday July 24 Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Charl Plaude Meeting ▾ NEST ▾ recAeDV4y8NTGcegQ https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAeDV4y8NTGcegQ NEST:Meeting:recAeDV4y8NTGcegQ:loop3 New ▾ High ▾ Jul 21, 2026 Jul 21, 2026 Jul 24, 2026 A resent application push succeeded for 12 users. Installation is in progress for LTO6 and complete for Jeff (LT14) and Richard Cantu (LTL1). — · 07-21 Meeting: OpenAI Payment, Copilot Status, and AI Training — Crimson IT — — — Brief account managers on M365 price increase before 6/30 renewal lock Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Account managers / Michelle Zicks Manual ▾ NEST ▾ — — NEST:OpenLoop:m365-price-increase-0630 New ▾ High ▾ Jun 5, 2026 Jun 5, 2026 Jun 16, 2026 Impact list built (M365-Price-Increase-Impact-2026.md): about +$116,895/yr across 45 clients, effective at first renewal after July 1. Renewing annual NCE before June 30 locks current rate. Top impact: Beta Bionics, Irongate, Ability First, Weingart, Kellogg. Validate top-5 seat counts vs partner portal before quoting. — · — — Crimson IT — — — Host additional Copilot session during first week of September 2026 Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Training attendees Plaude Meeting ▾ NEST ▾ recauMpcJ8CK2VVw1 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recauMpcJ8CK2VVw1 NEST:Meeting:recauMpcJ8CK2VVw1:loop2 New ▾ High ▾ Aug 11, 2026 Aug 11, 2026 Sep 1, 2026 Third Copilot session in the four-week AI series planned for the first week of September 2026. — · 08-11 Lecture: Microsoft 365 Copilot Training — Safe Usage, Outlook/Word/Excel/PowerPoint, Prompting, and Privacy — Crimson IT — — — All project managers to identify projects ready for closure and final billing this week Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Internal Plaude Meeting ▾ NEST ▾ recrkTNKFtyvGHBmx https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrkTNKFtyvGHBmx NEST:Meeting:recrkTNKFtyvGHBmx:loop10 New ▾ High ▾ Jul 28, 2026 Jul 28, 2026 Aug 1, 2026 PMs instructed to review their portfolios and flag any projects that can be closed and billed this week. — · 07-28 Weekly Meeting: Project Status Updates and Process Coordination — Crimson IT — — — Casey to provide list of high-touch senders, domains, and active time-bound projects requiring auto-elevation, plus any no-CCs conditions Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Casey Plaude Meeting ▾ NEST ▾ recbNTVinRg9a64hu https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbNTVinRg9a64hu NEST:Meeting:recbNTVinRg9a64hu:loop5 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 — Required input before Christi and Brett can finalize Copilot rules and n8n classification routing. Includes pending closings or other time-bound projects needing temporary elevation. — · 06-18 Meeting Notes: Hybrid Outlook Copilot and Claude Automation for Email Prioritization, Follow-Ups, and Calendar Guardrails — Crimson IT — — — Assess and document processes to reduce single-point-of-failure risk around Monty Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ Eldridge Plaude Meeting ▾ NEST ▾ recF9uzIUXvGSGU9v https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recF9uzIUXvGSGU9v NEST:Meeting:recF9uzIUXvGSGU9v:loop3 New ▾ Medium ▾ Jun 5, 2026 May 19, 2026 — Vince flagged that Monty represents a single point of failure; team needs to build documented systems rather than person-dependent processes. — · 05-19 Weekly Meeting: SEC Tabletop Exercise and EAP Requirements — Eldridge Acre — — — Provide estimated completion dates and percentages for DTLA, Anderson, and Leer after their kickoff meetings Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Internal Plaude Meeting ▾ NEST ▾ rec1aLHcveBOe8ReS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1aLHcveBOe8ReS NEST:Meeting:rec1aLHcveBOe8ReS:loop11 New ▾ High ▾ Jun 5, 2026 May 19, 2026 — Speaker 2 requested estimates; Christi noted these are new projects and deadlines will be set post-kickoff — · 05-19 Meeting: Project Status, Migrations, Security, and AI Rollouts — Crimson IT — — — Prepare Verizon One Talk proposal covering features, capabilities, per-month pricing, and comparison to direct Microsoft Teams calling implementation Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Michuan Plaude Meeting ▾ NEST ▾ recW4WF2oEt4CcHjp https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recW4WF2oEt4CcHjp NEST:Meeting:recW4WF2oEt4CcHjp:loop1 New ▾ High ▾ Jun 5, 2026 May 29, 2026 — Client is evaluating multiple vendors and is not locked into Microsoft Teams. Proposal must include One Talk integration with Teams as a specific option. — · 05-29 Consultation: Christy and Michuan - Verizon VoIP Solutions — Crimson IT — — — Christi to contact Answer Connect support regarding process and costs for adding live receptionist service Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Answer Connect Support Plaude Meeting ▾ NEST ▾ recsPnSDOrdlAHHFU https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recsPnSDOrdlAHHFU NEST:Meeting:recsPnSDOrdlAHHFU:loop1 New ▾ High ▾ Aug 12, 2026 Aug 7, 2026 — It is currently unknown whether adding a new live receptionist service in Answer Connect incurs additional costs. Christi committed to asking support directly. — · 08-07 Meeting: On-Call Schedule, System Access & Answer Connect Features — Crimson IT — — — Distribute sign-up form for additional Copilot training sessions scheduled toward end of August Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 2 Plaude Meeting ▾ NEST ▾ recfGZgEx1qIWf7R3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfGZgEx1qIWf7R3 NEST:Meeting:recfGZgEx1qIWf7R3:loop3 New ▾ High ▾ Aug 12, 2026 Aug 10, 2026 Aug 14, 2026 Speaker 2 committed to sending the sign-up form for late-August training sessions to attendees. — · 08-10 Meeting: AI Training Sessions, Tool Access, and Rollout Strategy — Crimson IT — — — Finish Kashif project by end of day 2026-08-05 or 2026-08-06 Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Casey and Kashif Plaude Meeting ▾ NEST ▾ recr9xebWng7LQqlb https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recr9xebWng7LQqlb NEST:Meeting:recr9xebWng7LQqlb:loop1 New ▾ High ▾ Aug 5, 2026 Aug 5, 2026 Aug 6, 2026 Separate project for Casey and Kashif is in progress and expected to wrap up by this evening or tomorrow. — · 08-05 Meeting: BAFMA Access, Code Migration to Claude, MRI API Integration Timeline — Crimson IT — — — Draft and deliver a firm-wide AI policy for the law firm Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Tally Plaude Meeting ▾ NEST ▾ recQEKohaC3X6gTzv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQEKohaC3X6gTzv NEST:Meeting:recQEKohaC3X6gTzv:loop3 New ▾ High ▾ Aug 27, 2026 Aug 25, 2026 — Christi offered during the session to draft an AI usage policy for the firm; date TBD. — · 08-25 AI Tool Training and Configuration for a Law Firm — Crimson IT — — — Prepare a detailed demonstration of Copilot email categorization and task tracking features for the next meeting Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ KC Plaude Meeting ▾ NEST ▾ recFh1v6l7G2rxZ1Z https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFh1v6l7G2rxZ1Z NEST:Meeting:recFh1v6l7G2rxZ1Z:loop2 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 — Demo should cover Copilot-powered Outlook rules, Catch-Up with Copilot/Summarize feature, and Power Automate integration for task creation without triggering auto-send. — · 06-18 Discovery Call: Microsoft Copilot Email Organization for KC — Crimson IT — — — Disable forwarding of Lorenzo's emails as they are no longer needed Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Internal Plaude Meeting ▾ NEST ▾ reckwl9gCvCI6VCrC https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckwl9gCvCI6VCrC NEST:Meeting:reckwl9gCvCI6VCrC:loop7 New ▾ High ▾ Aug 3, 2026 Aug 3, 2026 Aug 10, 2026 Lorenzo's forwarded emails consist mostly of invoices and personal alerts; forwarding to be disabled. — · 08-03 Weekly Meeting: IT Budget, Security Training, and Service Tickets — Crimson IT — — — Monti to assist Sam and Victoria with setting up the Claude account in Box Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Monti Plaude Meeting ▾ NEST ▾ reczzASWno0pQiu64 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reczzASWno0pQiu64 NEST:Meeting:reczzASWno0pQiu64:loop1 New ▾ High ▾ Jul 23, 2026 Jul 23, 2026 — Monti is responsible for configuring the dedicated Claude account within Box with limited viewer permissions on designated folders. — · 07-23 Weekly Meeting: Box and Claude Integration, Data Security — Crimson IT — — — Christi to stand up recurring Google Workspace, Excel, and Word trainings for SCHARP and Basma employees on monthly or bi-monthly cadence SCHARP ▾ Commitment ▾ Open ▾ Christi ▾ SCHARP / Basma staff Plaude Meeting ▾ NEST ▾ recojbtlTTnzr8Zvy https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recojbtlTTnzr8Zvy NEST:Meeting:recojbtlTTnzr8Zvy:loop1 New ▾ High ▾ Jun 6, 2026 Jun 1, 2026 — Training also needed to enable safe deletion of 20-26 disabled accounts that still own shared documents used by active staff. — · 06-01 会议: Access, MFA Rollout, IT Ticket Metrics, Training, Box Migration, Power BI Licensing — SCHARP — — — Send recording link and written summary to attendees after processing Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Cotsen/Coates Foundation team Plaude Meeting ▾ NEST ▾ recWPxlzpGklX86dV https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recWPxlzpGklX86dV NEST:Meeting:recWPxlzpGklX86dV:loop0 New ▾ High ▾ Jun 5, 2026 May 19, 2026 May 21, 2026 Christi committed during the session to email the recording link and a written summary once processing is complete. — · 05-19 Training: Microsoft 365 Copilot, Claude, and CoWork Usage, Policy Guardrails, and Privacy Compliance — Cotsen Foundation — — — AbilityFirst M365 HIPAA compliance audit - remaining scope after ticket 909155 closed AbilityFirst ▾ Follow-Up ▾ Hold ▾ Christi ▾ — Ticket ▾ — ▾ — — — — ▾ High ▾ Jul 28, 2026 Jul 28, 2026 — CW ticket 909155 was closed 7/28/2026 for board hygiene after 84 days idle, with 23.0 hours already logged against it. That is the single largest sunk investment in the closed backlog. Substantial audit work was completed and delivered; the remaining scope was never formally scoped out.
Captured here so the workstream is not lost with the ticket. Re-open under a fresh ticket when picked up. AbilityFirst is CARF accredited and HIPAA required, so this is compliance-relevant rather than optional. Worth confirming what was delivered versus what remains before any client conversation. · — — Ability First — — — Define agent guardrails and enable April to insert calendar focus blocks for Casey within preset windows Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Casey Plaude Meeting ▾ NEST ▾ recbNTVinRg9a64hu https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbNTVinRg9a64hu NEST:Meeting:recbNTVinRg9a64hu:loop2 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 — Agent named April inserts work blocks in open calendar windows only; strictly prohibited from moving external invite-based meetings. Guardrails must be documented and activated. — · 06-18 Meeting Notes: Hybrid Outlook Copilot and Claude Automation for Email Prioritization, Follow-Ups, and Calendar Guardrails — Crimson IT — — — Start adding SOPs to Hudu for overall team use Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Crimson Team Plaude Meeting ▾ NEST ▾ recfcJqXvaowYzhDB https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfcJqXvaowYzhDB NEST:Meeting:recfcJqXvaowYzhDB:loop2 New ▾ High ▾ Jun 5, 2026 May 19, 2026 — Christi committed to building out SOP documentation in Hudu to help reduce team workload burden — · 05-19 Team Sync on Workload, Management, and Tooling — Crimson IT — — — Define broader Copilot rollout strategy for remaining staff after pilot Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Client Plaude Meeting ▾ NEST ▾ recNdFyS6wgrYzNTc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recNdFyS6wgrYzNTc NEST:Meeting:recNdFyS6wgrYzNTc:loop5 New ▾ Medium ▾ Aug 5, 2026 Aug 5, 2026 Sep 4, 2026 Post-pilot expansion plan was not discussed; to be addressed after September training and usage data is available. — · 08-05 Meeting: AI Policy and Copilot Rollout — Crimson IT — — — Follow up with customer who submitted negative survey related to Gaston and report back Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Client (Gaston-associated account) Plaude Meeting ▾ NEST ▾ recTW8iL4t7kIdNQN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recTW8iL4t7kIdNQN NEST:Meeting:recTW8iL4t7kIdNQN:loop2 New ▾ High ▾ Jun 5, 2026 May 19, 2026 — One red-light survey received on May 15, 2026 tied to Gaston; Christi is handling the customer follow-up. — · 05-19 Weekly Meeting: Personnel, Project Updates, and Operational Metrics — Crimson IT — — — Await update from Anzor and Pete on promising large prospective client meeting Crimson ▾ Follow-Up ▾ Open ▾ External / Waiting ▾ Anzor Plaude Meeting ▾ NEST ▾ recvaDro57o9jLHYk https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvaDro57o9jLHYk NEST:Meeting:recvaDro57o9jLHYk:loop5 New ▾ Medium ▾ Jul 22, 2026 Jul 22, 2026 Aug 19, 2026 Meeting with potential large client went well; update expected within two to four weeks — · 07-22 Weekly Meeting: Team Updates, Cybersecurity, and Project Angel Food Renewal — Crimson IT — — — Help desk (Ishmael and Nick) to deploy Cloud desktop app for Anderson on evening of June 17 Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Ishmael and Nick Plaude Meeting ▾ NEST ▾ rec23zda1BuSVmCQx https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec23zda1BuSVmCQx NEST:Meeting:rec23zda1BuSVmCQx:loop1 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 Jun 17, 2026 Final technical task for Anderson project. Christi converted the deployment ticket into a project ticket in ConnectWise to ensure proper tracking. — · 06-16 Weekly Meeting: Anderson Project Miscommunication & Process Improvement — Crimson IT — — — Barker Pacific Claude admin role setup check-in draft unsent since 7/28 Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ citsadmin@barkerpacific.com Email ▾ — ▾ — — — — ▾ Medium ▾ Jul 28, 2026 Jul 28, 2026 — Draft "Checking In - Claude Admin Role Setup" to citsadmin@barkerpacific.com has been in the Crimson Drafts folder since 12:09 on 7/28, unsent. Surfaced during the 7/28 end-of-day mailbox sweep. Barker is also holding on other sign-offs pending their Teams migration pre-project work, per the 7/28 project queue meeting. · — — — — — — Finalize Verizon cost-reduction and phone update plan with David (Verizon rep) Crimson ▾ Commitment ▾ Open ▾ Christi ▾ David at Verizon Plaude Meeting ▾ NEST ▾ recX6S8NmPknD3zh6 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recX6S8NmPknD3zh6 NEST:Meeting:recX6S8NmPknD3zh6:loop2 New ▾ High ▾ Jul 21, 2026 Jul 21, 2026 Jul 24, 2026 Christi committed to finalizing details for cost-reduction strategies and updating older phones incompatible with the BMO app by end of week July 24, 2026. — · 07-21 Meeting: LOA Verizon Line Suspension, Cost Reduction, Device Updates, Employee Survey and Recognition Tools — Crimson IT — — — Revisit Microsoft CoWork pay-as-you-go option once pricing and details are available Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ recNdFyS6wgrYzNTc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recNdFyS6wgrYzNTc NEST:Meeting:recNdFyS6wgrYzNTc:loop6 New ▾ Low ▾ Aug 5, 2026 Aug 5, 2026 — CoWork was introduced as a new Microsoft option but deferred without a timeline; Copilot rollout takes priority. — · 08-05 Meeting: AI Policy and Copilot Rollout — Crimson IT — — — Attendees to enable Teams recording/transcription protocols and establish a procedure to stop recording before sensitive discussions Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Cotsen/Coates Foundation team Plaude Meeting ▾ NEST ▾ recWPxlzpGklX86dV https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recWPxlzpGklX86dV NEST:Meeting:recWPxlzpGklX86dV:loop4 New ▾ Medium ▾ Jun 5, 2026 May 19, 2026 — A real-world incident was referenced underscoring the risk; protocol establishment was assigned as a follow-up action. — · 05-19 Training: Microsoft 365 Copilot, Claude, and CoWork Usage, Policy Guardrails, and Privacy Compliance — Cotsen Foundation — — — Send follow-up recap materials to attendees within a couple of days Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Training attendees Plaude Meeting ▾ NEST ▾ recauMpcJ8CK2VVw1 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recauMpcJ8CK2VVw1 NEST:Meeting:recauMpcJ8CK2VVw1:loop0 New ▾ High ▾ Aug 11, 2026 Aug 11, 2026 Aug 13, 2026 Christi committed to distributing recap materials after Session 1 within approximately two days of the 2026-08-11 session. — · 08-11 Lecture: Microsoft 365 Copilot Training — Safe Usage, Outlook/Word/Excel/PowerPoint, Prompting, and Privacy — Crimson IT — — — Edit and caption raw training videos; prepare for YouTube and website publication Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Speaker 1 Plaude Meeting ▾ NEST ▾ recPo1yFNTGLRukdF https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPo1yFNTGLRukdF NEST:Meeting:recPo1yFNTGLRukdF:loop6 New ▾ High ▾ Aug 27, 2026 Aug 26, 2026 — Speaker 1 offered to handle editing, captions, and YouTube upload once Christi shares raw files. Review and approval workflow and turnaround times still need to be defined. — · 08-26 Meeting: Marketing Collateral, Content Strategy, and SEO — Crimson IT — — — Distribute session recordings, summaries, and replay links to Alere attendees Alere ▾ Commitment ▾ Open ▾ Crimson Team ▾ Alere Plaude Meeting ▾ NEST ▾ recZiCUzl0Tgx8SNr https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recZiCUzl0Tgx8SNr NEST:Meeting:recZiCUzl0Tgx8SNr:loop2 New ▾ High ▾ Aug 5, 2026 Aug 5, 2026 — Sessions were recorded and instructors committed to providing summaries and replays to attendees. — · 08-05 Lecture: Microsoft Copilot Training — Outlook, Word, Excel, Agents, and Data Security — Alere — — — Decide whether Alere project reporting will be owned by Gabby or remain with Elia and Christi Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Gabby Plaude Meeting ▾ NEST ▾ reco6Jmwh8Gcde8US https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco6Jmwh8Gcde8US NEST:Meeting:reco6Jmwh8Gcde8US:loop2 New ▾ High ▾ Jun 6, 2026 Jun 2, 2026 Jun 5, 2026 Assignment to be determined before Christi's vacation; Elia's role should be clarified to avoid overlap. — · 06-02 Team Meeting: Gabby and Kevin Assessment, Lear Reporting Ownership, Tabletop Exercise Standardization — Crimson IT — — — Casey to approve calendar block windows for agent insertion (e.g., 12 to 1 PM) including constraints and exceptions Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Casey Plaude Meeting ▾ NEST ▾ recbNTVinRg9a64hu https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbNTVinRg9a64hu NEST:Meeting:recbNTVinRg9a64hu:loop6 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 — April agent requires pre-approved open windows and a clear list of exceptions before calendar automation is activated. — · 06-18 Meeting Notes: Hybrid Outlook Copilot and Claude Automation for Email Prioritization, Follow-Ups, and Calendar Guardrails — Crimson IT — — — Collect attendee feedback via Microsoft Form distributed after the session Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Cotsen/Coates Foundation team Plaude Meeting ▾ NEST ▾ recWPxlzpGklX86dV https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recWPxlzpGklX86dV NEST:Meeting:recWPxlzpGklX86dV:loop5 New ▾ High ▾ Jun 5, 2026 May 19, 2026 — Christi shared a Microsoft Form for feedback; responses will inform future training sessions. — · 05-19 Training: Microsoft 365 Copilot, Claude, and CoWork Usage, Policy Guardrails, and Privacy Compliance — Cotsen Foundation — — — Confirm budget approval and reimbursement process for the webcam purchased on Christi's personal card for Ability First Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Pete Plaude Meeting ▾ NEST ▾ recjf8AAhdGKdOIf3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjf8AAhdGKdOIf3 NEST:Meeting:recjf8AAhdGKdOIf3:loop4 New ▾ Medium ▾ Jun 6, 2026 May 26, 2026 — Christi charged the replacement webcam to her regular card. Reimbursement process and budget approval were not formally addressed in the meeting. — · 05-26 Meeting: Compliance Officer Selection, Security Questionnaire Gaps, and Equipment Update — Crimson IT — — — Add auto-move-after-time-or-read email filing feature to Ada development roadmap Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Josh - h5datacenters.com Plaude Meeting ▾ NEST ▾ rec8Mxxdxc5y14y2e https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8Mxxdxc5y14y2e NEST:Meeting:rec8Mxxdxc5y14y2e:loop3 New ▾ High ▾ Aug 5, 2026 Aug 5, 2026 Sep 5, 2026 Josh wants emails auto-filed to folders after 3 to 5 days or once read; consultant confirmed this is highly requested and targeted for roadmap within next month — · 08-05 Consultation: Josh - AI Email Management Tool Demo — Crimson IT — — — Provide Crystal with a summary of Gwen's and Katie's support tickets Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Crystal Plaude Meeting ▾ NEST ▾ reckwl9gCvCI6VCrC https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckwl9gCvCI6VCrC NEST:Meeting:reckwl9gCvCI6VCrC:loop2 New ▾ High ▾ Aug 3, 2026 Aug 3, 2026 Aug 10, 2026 Gwen's tickets are mostly printer issues and password resets; Katie's tickets are primarily submitted on behalf of her staff for phone and badging access issues. — · 08-03 Weekly Meeting: IT Budget, Security Training, and Service Tickets — Crimson IT — — — Client to prepare active credit card for Cloud billing at go-live Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Client Plaude Meeting ▾ NEST ▾ rec3cqNF6Lq2sPTCl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec3cqNF6Lq2sPTCl NEST:Meeting:rec3cqNF6Lq2sPTCl:loop2 New ▾ High ▾ Jun 17, 2026 Jun 17, 2026 Jul 1, 2026 Credit card only required at go-live to avoid early charges; direct billing to client. — · 06-17 Meeting: Cloud Teams SSO Rollout, Connector Setup, Licensing, and Training — Crimson IT — — — Conduct Day 3 training covering safety, governance, guardrails, and a six-month AI rollout plan Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Karney attendees Plaude Meeting ▾ NEST ▾ recH81TtjQUNMmvZI https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recH81TtjQUNMmvZI NEST:Meeting:recH81TtjQUNMmvZI:loop4 New ▾ High ▾ Jul 27, 2026 Jul 27, 2026 Jul 29, 2026 Day 3 will also cover data leakage risk from personal AI accounts in depth — · 07-27 Lecture: AI Foundations Training for Property Firm — Copilot, ChatGPT, Claude, Prompting, and Governance — Karney Properties — — — Send all Copilot training decks and sample data to Stephanie Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Stephanie Plaude Meeting ▾ NEST ▾ recZpSrtRv4MOh7JE https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recZpSrtRv4MOh7JE NEST:Meeting:recZpSrtRv4MOh7JE:loop2 New ▾ High ▾ Aug 25, 2026 Aug 24, 2026 Aug 28, 2026 Decks and sample data exist to support learner practice but have not yet been sent to Stephanie for website publishing. — · 08-24 Training Strategy Pivot from Live Sessions to Asynchronous Modules Due to No Client Attendance — Crimson IT — — — Christi to hold advanced Claude Co-work class for clients and internal staff week of June 15, 2026 Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Internal Plaude Meeting ▾ NEST ▾ recLfjjFlVaD0Qjpi https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLfjjFlVaD0Qjpi NEST:Meeting:recLfjjFlVaD0Qjpi:loop4 New ▾ High ▾ Jun 5, 2026 Jun 3, 2026 Jun 15, 2026 Christi to deliver advanced Claude Co-work training after returning the week of June 15, 2026. — · 06-03 Meeting: Crimson IT Vision, AI, and Project Updates — Crimson IT — — — Provide Stuart with blanket access to training file location if marketing updates are not ready in time Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Stuart Plaude Meeting ▾ NEST ▾ recpLIQUge3kJbjLG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpLIQUge3kJbjLG NEST:Meeting:recpLIQUge3kJbjLG:loop4 New ▾ Medium ▾ Aug 29, 2026 Aug 28, 2026 Sep 3, 2026 Contingency plan if polished videos are not delivered before sessions begin. — · 08-28 Meeting: Microsoft 365 Copilot Training Schedule and Content — Crimson IT — — — Create and communicate a clear transition plan from Fortigate VPN to Cisco AnyConnect ensuring all users including Christi receive access and guidance Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Internal Plaude Meeting ▾ NEST ▾ recg2xpfFnMIRmxbG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recg2xpfFnMIRmxbG NEST:Meeting:recg2xpfFnMIRmxbG:loop7 New ▾ Medium ▾ Jun 5, 2026 May 21, 2026 May 30, 2026 Christi noted she was unfamiliar with the new VPN and would need access. No transition plan or communication owner was assigned during the meeting. — · 05-21 Weekly Meeting: Security Remediation Plan and Product Decommissioning — Crimson IT — — — April to coordinate with Anzor to simplify Project Angel Food invoice for new three-year contract Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ April Plaude Meeting ▾ NEST ▾ recvaDro57o9jLHYk https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvaDro57o9jLHYk NEST:Meeting:recvaDro57o9jLHYk:loop2 New ▾ High ▾ Jul 22, 2026 Jul 22, 2026 — Anzor requested invoice simplification following CEO dissatisfaction and successful renewal negotiation — · 07-22 Weekly Meeting: Team Updates, Cybersecurity, and Project Angel Food Renewal — Crimson IT — — — Investigate Jesse's blank or eight-hour flat time entries and unexplained do-not-bill days on 4/29 and 4/30 Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ Jesse Plaude Meeting ▾ NEST ▾ recOzVtx1w8aIuVvf https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recOzVtx1w8aIuVvf NEST:Meeting:recOzVtx1w8aIuVvf:loop3 New ▾ Medium ▾ Jun 5, 2026 Jun 3, 2026 — Jesse's time entries are frequently blank or logged as straight eight-hour days. He also logged multiple eight-hour do-not-bill entries on 4/29 and 4/30 with no explanation. No action item was assigned in the meeting. — · 06-03 Meeting: Invoice Discrepancy and Client Communication — Ms. Raahi, Service Change, No-Charge Adjustments — Crimson IT — — — Evaluate an automation tool to aggregate subscription invoices from Adobe, Zoom, Dropbox, and Constant Contact and file them centrally Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Susanna Plaude Meeting ▾ NEST ▾ rec144SefljpgLjzF https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec144SefljpgLjzF NEST:Meeting:rec144SefljpgLjzF:loop12 New ▾ Low ▾ Aug 12, 2026 Aug 11, 2026 — AI tooling was mentioned as a future option for automating invoice retrieval; no timeline or owner assigned. — · 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 — — — Clarify long-term selection between Avanan and SCHARP for secure mail with evaluation criteria and cutover plan Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ recSQLOUvcdRCssgl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSQLOUvcdRCssgl NEST:Meeting:recSQLOUvcdRCssgl:loop6 New ▾ Medium ▾ Jun 18, 2026 Jun 16, 2026 Jul 15, 2026 Both Avanan and SCHARP were discussed for secure mail; no final decision made. A formal evaluation and cutover plan is required. — · 06-16 Meeting: Phishing Incident Response and Security Stack Migration — Crimson IT — — — Robert to deploy and configure antivirus as part of the Crimson security migration Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Client Plaude Meeting ▾ NEST ▾ recSQLOUvcdRCssgl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSQLOUvcdRCssgl NEST:Meeting:recSQLOUvcdRCssgl:loop2 New ▾ High ▾ Jun 18, 2026 Jun 16, 2026 — Robert is assigned antivirus deployment and configuration in the migration plan. — · 06-16 Meeting: Phishing Incident Response and Security Stack Migration — Crimson IT — — — Arrange a separate demonstration with Sean on how to use Synapse Secure to log in as the CIT admin Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Sean (Michuan) Plaude Meeting ▾ NEST ▾ recay76Y3OxLl0Jlx https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recay76Y3OxLl0Jlx NEST:Meeting:recay76Y3OxLl0Jlx:loop1 New ▾ Medium ▾ Jun 18, 2026 Jun 18, 2026 — Christi is unfamiliar with the Synapse Secure sign-in-as flow for CIT admin accounts and deferred to Sean to demonstrate the process to the team — · 06-18 Lecture: Managing Microsoft Distribution Lists — Crimson IT — — — Crimson to update and resend Jimbo 9000 quote with approximately 2 additional hours for VM setup Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Client Plaude Meeting ▾ NEST ▾ rec3cqNF6Lq2sPTCl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec3cqNF6Lq2sPTCl NEST:Meeting:rec3cqNF6Lq2sPTCl:loop4 New ▾ High ▾ Jun 17, 2026 Jun 17, 2026 Jun 24, 2026 Existing quote confusion noted; one accepted quote relates to Cloud integration; Jimbo quote is separate and needs revision after client sends scope additions. — · 06-17 Meeting: Cloud Teams SSO Rollout, Connector Setup, Licensing, and Training — Crimson IT — — — Client to email Christi, Mike, and Julia with additions to Jimbo 9000 scope including VM hosting details Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Client Plaude Meeting ▾ NEST ▾ rec3cqNF6Lq2sPTCl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec3cqNF6Lq2sPTCl NEST:Meeting:rec3cqNF6Lq2sPTCl:loop3 New ▾ High ▾ Jun 17, 2026 Jun 17, 2026 Jun 24, 2026 VM needed to host Jimbo 9000 and additional Avalon apps for early AI adopters; hosting recommended within existing Microsoft environment. — · 06-17 Meeting: Cloud Teams SSO Rollout, Connector Setup, Licensing, and Training — Crimson IT — — — Schedule next Power Automate basics training session for Anderson Group and Arc Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Anderson Group and Arc Plaude Meeting ▾ NEST ▾ recpEEPiyRjT475eK https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpEEPiyRjT475eK NEST:Meeting:recpEEPiyRjT475eK:loop8 New ▾ Medium ▾ Aug 27, 2026 Aug 26, 2026 — Both clients requested the next training session; no date or owner assigned yet. — · 08-26 Daily Meeting: Cybersecurity, Project Updates, and Training — Crimson IT — — — Send project update email with proposed training schedule by June 19, 2026 Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Speaker 1 Plaude Meeting ▾ NEST ▾ recElhY8BdZAgiTgv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recElhY8BdZAgiTgv NEST:Meeting:recElhY8BdZAgiTgv:loop1 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 Jun 19, 2026 Schedule to include multiple session options: basics, advanced, and departmental use cases targeting week of June 29 and July 1-2 — · 06-18 Weekly Meeting: Copilot Deployment, Security Setup, and Training Plan — Crimson IT — — — Resolve inconsistent account manager visibility into project status in ConnectWise Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ Mike Plaude Meeting ▾ NEST ▾ rec23zda1BuSVmCQx https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec23zda1BuSVmCQx NEST:Meeting:rec23zda1BuSVmCQx:loop7 New ▾ Low ▾ Jun 16, 2026 Jun 16, 2026 — Different team members use different methods to track project status (ConnectWise system check vs. direct PM contact), which can cause ongoing misalignment like the Anderson incident. — · 06-16 Weekly Meeting: Anderson Project Miscommunication & Process Improvement — Crimson IT — — — Audit and remove all temporary VPN accounts including sidco kv and kantor chukni and establish a standard process to prevent lingering access Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Internal Plaude Meeting ▾ NEST ▾ recg2xpfFnMIRmxbG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recg2xpfFnMIRmxbG NEST:Meeting:recg2xpfFnMIRmxbG:loop5 New ▾ Medium ▾ Jun 5, 2026 May 21, 2026 May 30, 2026 Two VPN accounts created for YZT team during a past investigation were never removed. No explicit process standard was defined during the meeting. — · 05-21 Weekly Meeting: Security Remediation Plan and Product Decommissioning — Crimson IT — — — Sam to train Victoria on AI productivity techniques Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Sam Plaude Meeting ▾ NEST ▾ reczzASWno0pQiu64 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reczzASWno0pQiu64 NEST:Meeting:reczzASWno0pQiu64:loop3 New ▾ Medium ▾ Jul 23, 2026 Jul 23, 2026 — Sam offered and committed to teaching Victoria how to use AI tools for inbox management, task tracking, and general productivity upon her request. — · 07-23 Weekly Meeting: Box and Claude Integration, Data Security — Crimson IT — — — After questionnaire review, schedule and hold meeting with Anton and relevant security team members to address gaps and clarify ownership responsibilities Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Anton Plaude Meeting ▾ NEST ▾ recjf8AAhdGKdOIf3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjf8AAhdGKdOIf3 NEST:Meeting:recjf8AAhdGKdOIf3:loop1 New ▾ High ▾ Jun 6, 2026 May 26, 2026 — Pete proposed a candid discussion with Anton and the security team about accountability for security-related questions. Dependent on completing the prior review with Pete. — · 05-26 Meeting: Compliance Officer Selection, Security Questionnaire Gaps, and Equipment Update — Crimson IT — — — Arrange drop-shipment of media converters to arrive by Wednesday morning targeting the camp or the Irvine office near Cal State Fullerton Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Angel Plaude Meeting ▾ NEST ▾ recdPP5kDzgzl3i90 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdPP5kDzgzl3i90 NEST:Meeting:recdPP5kDzgzl3i90:loop6 New ▾ High ▾ Jun 5, 2026 Jun 1, 2026 Jun 3, 2026 Units must arrive Wednesday to be usable Thursday on-site; quantity is four or six pending confirmation. — · 06-01 Weekly Meeting: Network Hardware and Infrastructure Planning — Crimson IT — — — Email Josh when Microsoft re-verification completes and notify him to connect Outlook Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Josh - h5datacenters.com Plaude Meeting ▾ NEST ▾ rec8Mxxdxc5y14y2e https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8Mxxdxc5y14y2e NEST:Meeting:rec8Mxxdxc5y14y2e:loop0 New ▾ High ▾ Aug 5, 2026 Aug 5, 2026 Aug 7, 2026 Microsoft re-verification of Ada app started August 4, 2026, estimated completion around August 7; Josh cannot connect josh@h5datacenters.com until approved — · 08-05 Consultation: Josh - AI Email Management Tool Demo — Crimson IT — — — Review and send new quote and SOW to Westwood for signature Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Brett / Westwood Plaude Meeting ▾ NEST ▾ recIyEd6oVMfYYHQW https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIyEd6oVMfYYHQW NEST:Meeting:recIyEd6oVMfYYHQW:loop6 New ▾ High ▾ Jul 21, 2026 Jul 21, 2026 Jul 21, 2026 Account is set up; Brett review meeting was scheduled for July 21 at 1:00 p.m. Quote and SOW to follow. — · 07-21 Weekly Meeting: Client Project Updates and Internal Processes — Crimson IT — — — Alere users to apply sensitivity labels to confidential files to ensure correct Copilot data handling Alere ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Alere Plaude Meeting ▾ NEST ▾ recZiCUzl0Tgx8SNr https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recZiCUzl0Tgx8SNr NEST:Meeting:recZiCUzl0Tgx8SNr:loop3 New ▾ Medium ▾ Aug 5, 2026 Aug 5, 2026 — Training emphasized that Copilot respects sensitivity labels such as Highly Confidential; users were directed to label files appropriately. — · 08-05 Lecture: Microsoft Copilot Training — Outlook, Word, Excel, Agents, and Data Security — Alere — — — Admin team lead to publish a one-pager on finding projects and linking tickets with screenshots and system paths Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Vince Plaude Meeting ▾ NEST ▾ recmFZ8nXXoHPBIWs https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmFZ8nXXoHPBIWs NEST:Meeting:recmFZ8nXXoHPBIWs:loop6 New ▾ Medium ▾ Jun 19, 2026 Jun 19, 2026 — Discovery of projects is currently tribal; few staff know where or how to find them, which is a root cause of the linkage failures. — · 06-19 Reasoning Note: Implementing GDAP and Enforcing Change Management to Address Operational Risks in Microsoft Administration — Crimson IT — — — PEC team to review and approve proposed Copilot sensitivity labels Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Ronnell Jackson and Kristen (PEC) Plaude Meeting ▾ NEST ▾ recLYNISvaG7ky8N5 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLYNISvaG7ky8N5 NEST:Meeting:recLYNISvaG7ky8N5:loop3 New ▾ High ▾ Jun 5, 2026 Jun 4, 2026 — Labels proposed: Public, Internal, Confidential, Highly Confidential. Open questions include whether separate Public and Internal labels are necessary and whether both Confidential tiers are needed given current single-category practice. — · 06-04 Weekly Meeting: Copilot Sensitivity Labels, Project Schedule, Pilot Training — Crimson IT — — — Confirm Alere training sessions scheduled for week of August 3, 2026 proceed as planned Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Alere Plaude Meeting ▾ NEST ▾ recUZoiJnxOPXQiJm https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUZoiJnxOPXQiJm NEST:Meeting:recUZoiJnxOPXQiJm:loop6 New ▾ High ▾ Jul 28, 2026 Jul 28, 2026 Aug 3, 2026 Sessions by department: Project Management (advanced users) Monday, Internal Operations Tuesday, Executive Team Friday. Remaining Karney AI training also rescheduled to this week. — · 07-28 Meeting: ISP Discounts, Client Project Status, Alere Training Schedule, and RMM Migration — Crimson IT — — — Share blog post and resources on securely rolling out AI in companies Crimson ▾ Commitment ▾ Open ▾ Christi ▾ IT/governance lead Plaude Meeting ▾ NEST ▾ recLj5aTVrCAnWscz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLj5aTVrCAnWscz NEST:Meeting:recLj5aTVrCAnWscz:loop8 New ▾ High ▾ Jun 5, 2026 Jun 3, 2026 Jun 15, 2026 Christi has an upcoming blog post on secure enterprise AI rollout; will share with client after returning from vacation as a reference for governance framework development — · 06-03 Consultation: Azure-Based Project Management App Migration and AI Governance for Construction — Crimson IT — — — Complete remaining training pass and share schedule and materials with Westwood Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Westwood Financial Plaude Meeting ▾ NEST ▾ recs0fqc5fvNu38e6 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recs0fqc5fvNu38e6 NEST:Meeting:recs0fqc5fvNu38e6:loop1 New ▾ High ▾ Aug 13, 2026 Aug 13, 2026 — Christi referenced a remaining training pass to be completed; schedule and materials to be shared. — · 08-13 Meeting: Westwood Financial Mail Intelligence App – Azure Deployment, Ada AI Triage, Security and Beta Resell Plan — Crimson IT — — — Schedule and conduct deferred session on building custom Copilot agents such as a Daily Brief Agent Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Training attendees Plaude Meeting ▾ NEST ▾ reccYmeDbTx5pyvq3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reccYmeDbTx5pyvq3 NEST:Meeting:reccYmeDbTx5pyvq3:loop5 New ▾ Medium ▾ Aug 18, 2026 Aug 14, 2026 Aug 31, 2026 Custom agent creation was deferred to a future session with no specific date set; open office sessions at end of August or September were referenced. — · 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 — — — Send created one-pager training document to all session attendees via email Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Session Attendees Plaude Meeting ▾ NEST ▾ recixBXe3jflZY0Yu https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recixBXe3jflZY0Yu NEST:Meeting:recixBXe3jflZY0Yu:loop0 New ▾ High ▾ Jul 22, 2026 Jul 22, 2026 — A one-pager summarizing Copilot training was created during the session and needs to be distributed as an email attachment. — · 07-22 Microsoft Copilot Training and Troubleshooting Session — Crimson IT — — — Clarify April's Pax8 issue status and set a timeline for her AI training Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ April Plaude Meeting ▾ NEST ▾ recloi2BmwRQlO0Wi https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recloi2BmwRQlO0Wi NEST:Meeting:recloi2BmwRQlO0Wi:loop5 New ▾ Medium ▾ Jun 6, 2026 May 18, 2026 — April was occupied with Pax8 issues during the session; her AI training has not been scheduled and the Pax8 issue status is unresolved. — · 05-18 Weekly Meeting: AI Training and Client Report Generation — Crimson IT — — — Investigate licensing discrepancies between Copilot Basic and Premium; collect affected user names and resolve 'Try again tomorrow' access limitations Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Internal / Microsoft Plaude Meeting ▾ NEST ▾ recIIHBbHy87aHgte https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIIHBbHy87aHgte NEST:Meeting:recIIHBbHy87aHgte:loop3 New ▾ High ▾ Aug 6, 2026 Aug 6, 2026 — Certain features and image generation are gated by license tier; affected names need to be identified and escalated or upgraded. — · 08-06 Lecture: Microsoft 365 Copilot Executive Training, Security Practices, and Automation Workflows — Crimson IT — — — Send follow-up all-employee email regarding mandatory training completion Crimson ▾ Commitment ▾ Open ▾ Christi ▾ All Employees Plaude Meeting ▾ NEST ▾ recqav79q399lX2k6 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recqav79q399lX2k6 NEST:Meeting:recqav79q399lX2k6:loop0 New ▾ High ▾ Jul 21, 2026 Jul 21, 2026 — Christi has overdue No Before security training items some exceeding 900 days and has already sent initial reminders; a follow-up all-employee communication is the confirmed next action — · 07-21 Team Operations Note: Balancing Administrative Debt with Strategic Progress and Personal Milestones — Crimson IT — — — Send recurring Thursday 11:30 AM weekly meeting invitation starting week of June 1 2026 Alere ▾ Commitment ▾ Open ▾ Christi ▾ Alere / PEC Team Plaude Meeting ▾ NEST ▾ recUG4tH7Dzlmyel8 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUG4tH7Dzlmyel8 NEST:Meeting:recUG4tH7Dzlmyel8:loop0 New ▾ High ▾ Jun 5, 2026 May 21, 2026 May 23, 2026 30-minute weekly status meeting; PEC team listed as optional attendees. — · 05-21 Meeting: Microsoft 365 Copilot Readiness and Deployment — Alere — — — Draft and send internal communications to Concur users explaining optional SSO and how to use it Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Susanna Plaude Meeting ▾ NEST ▾ recVMEoruxlyTSyg4 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recVMEoruxlyTSyg4 NEST:Meeting:recVMEoruxlyTSyg4:loop2 New ▾ Medium ▾ Jun 5, 2026 May 26, 2026 — Users need to be informed that an SSO option will appear at Concur login and how to proceed, to minimize confusion. — · 05-26 Meeting: Optional SSO Implementation for Concur — Crimson IT — — — Update floor plans for Ability First HQ at Fair Oaks using Mark's floor plan system Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Ability First Plaude Meeting ▾ NEST ▾ reco1OYEEt2sRYkCc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco1OYEEt2sRYkCc NEST:Meeting:reco1OYEEt2sRYkCc:loop3 New ▾ Medium ▾ Jun 6, 2026 May 19, 2026 — Christi plans to leverage Mark's floor plan system to update Ability First Fair Oaks floor plans — · 05-19 Weekly Meeting: Project Updates and AI Training — Crimson IT — — — Define timeline and plan for transitioning AI project responsibilities from Christi to Gabby and Kevin Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Gabby and Kevin Plaude Meeting ▾ NEST ▾ rec23zda1BuSVmCQx https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec23zda1BuSVmCQx NEST:Meeting:rec23zda1BuSVmCQx:loop6 New ▾ Low ▾ Jun 16, 2026 Jun 16, 2026 — Christi is developing an AI project template and training Gabby and Kevin, but no clear timeline or milestone for the handoff was established. — · 06-16 Weekly Meeting: Anderson Project Miscommunication & Process Improvement — Crimson IT — — — Send quotes for Crown Housing and Sierra Vista to Erin and Mashawn Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Erin Plaude Meeting ▾ NEST ▾ recIgwoJuOn4vph3e https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIgwoJuOn4vph3e NEST:Meeting:recIgwoJuOn4vph3e:loop0 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 Jun 19, 2026 Current Lingo quote is more expensive; lines were inherited from G2 (Manny Gallion); need point-of-contact/signer info to provide competitive quote. — · 06-18 Meeting: Vendor Quotes, Internet Redundancy, Contract Audit, and Invoice Follow-ups — Crimson IT — — —