Determine best approach to procure and configure iPads for Alere property managers Alere ▾ Decision Needed ▾ Open ▾ Christi ▾ Giancarlo Foppiano Plaude Meeting ▾ NEST ▾ recUG4tH7Dzlmyel8 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUG4tH7Dzlmyel8 NEST:Meeting:recUG4tH7Dzlmyel8:loop6 New ▾ Medium ▾ Jun 5, 2026 May 21, 2026 May 28, 2026 iPads intended for use with the fixed application for property management workflows; no owner or timeline assigned yet. — · 05-21 Meeting: Microsoft 365 Copilot Readiness and Deployment — Alere — — — Delete incorrectly imported project tickets in ConnectWise AbilityFirst ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Paula Plaude Meeting ▾ NEST ▾ recDgCDyne2myiqH1 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDgCDyne2myiqH1 NEST:Meeting:2026-05-26-AF:cw-ticket-cleanup New ▾ Low ▾ Jun 5, 2026 May 26, 2026 Jun 10, 2026 Several project tickets were created incorrectly from an import and need to be deleted. Ownership unclear. — · 05-26 Weekly Meeting: I-9 Forms, ConnectWise Project Planning, and IT Budgeting — Ability First — — — Confirm and finalize executive sponsor for the project Alere ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Alere Executive Sponsor Plaude Meeting ▾ NEST ▾ recUG4tH7Dzlmyel8 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUG4tH7Dzlmyel8 NEST:Meeting:recUG4tH7Dzlmyel8:loop8 New ▾ Medium ▾ Jun 5, 2026 May 21, 2026 May 28, 2026 Executive sponsor role was assigned to an unidentified speaker; formal confirmation is pending. — · 05-21 Meeting: Microsoft 365 Copilot Readiness and Deployment — Alere — — — Define training plan, governance, acceptable use policy, user provisioning, licensing steps, rollout timeline, and closeout in the project plan Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ recvuehLtUAqIawgo https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvuehLtUAqIawgo NEST:Meeting:recvuehLtUAqIawgo:loop6 New ▾ Medium ▾ Jun 18, 2026 Jun 16, 2026 — These deliverables are part of the signed quote but have not yet been formally documented or scheduled in the project plan. — · 06-16 Weekly Meeting: Project Misalignment, Scope Confusion, and Billing Issues — Crimson IT — — — Send post-training survey to collect attendee Excel use cases for future session planning Crimson ▾ Commitment ▾ Open ▾ Christi ▾ All training attendees Plaude Meeting ▾ NEST ▾ recxXgNKdQaaTLypz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recxXgNKdQaaTLypz NEST:Meeting:recxXgNKdQaaTLypz:loop1 New ▾ High ▾ Jun 6, 2026 May 21, 2026 May 22, 2026 Survey results will inform topics for upcoming advanced Excel classes. — · 05-21 Lecture: Excel Basics - File Safety, Data Organization, and Formulas — Crimson IT — — — Establish credential recovery or alternative archival process for Google receipts to reduce reliance on missing receipt statements Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Susanna Plaude Meeting ▾ NEST ▾ rec144SefljpgLjzF https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec144SefljpgLjzF NEST:Meeting:rec144SefljpgLjzF:loop10 New ▾ Medium ▾ Aug 12, 2026 Aug 11, 2026 — No password was available for Google; missing receipt statement used as temporary replacement. A durable solution has not been defined. — · 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 — — — Communicate to staff that additional trainings including Power Automate resume in October and share booking link Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Julie Plaude Meeting ▾ NEST ▾ recpLIQUge3kJbjLG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpLIQUge3kJbjLG NEST:Meeting:recpLIQUge3kJbjLG:loop7 New ▾ High ▾ Aug 29, 2026 Aug 28, 2026 Sep 4, 2026 Christi has irregular availability late September through early October; staff can book 1:1s via the link in her email signature. — · 08-28 Meeting: Microsoft 365 Copilot Training Schedule and Content — Crimson IT — — — Confirm SharePoint permission structures align with need-to-know access for student information Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Client - College to Career Program Plaude Meeting ▾ NEST ▾ recWxKB1kJ5e41L28 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recWxKB1kJ5e41L28 NEST:Meeting:recWxKB1kJ5e41L28:loop6 New ▾ Medium ▾ Aug 27, 2026 Aug 27, 2026 Sep 3, 2026 SharePoint organized by document type for daily editable documents; permissions must be reviewed to ensure sensitive student data is appropriately restricted — · 08-27 Consultation: IT Needs for College to Career Program — Crimson IT — — — Clarify and confirm exact quote numbers and contents for Cloud Teams setup vs. Jimbo 9000 to resolve noted confusion Crimson ▾ Risk ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ rec3cqNF6Lq2sPTCl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec3cqNF6Lq2sPTCl NEST:Meeting:rec3cqNF6Lq2sPTCl:loop7 New ▾ Medium ▾ Jun 17, 2026 Jun 17, 2026 Jun 24, 2026 Quote confusion discussed in meeting; one accepted quote relates to Cloud integration while Jimbo 9000 is a separate quote under a different project. — · 06-17 Meeting: Cloud Teams SSO Rollout, Connector Setup, Licensing, and Training — Crimson IT — — — Inventory current context sources and define a RAG pipeline for SOPs, playbooks, and finance guidance Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Internal stakeholders Plaude Meeting ▾ NEST ▾ recHGtxxQXiacQcbA https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHGtxxQXiacQcbA NEST:Meeting:recHGtxxQXiacQcbA:loop2 New ▾ High ▾ Aug 11, 2026 Aug 5, 2026 — Group agreed a shared context spine is foundational; RAG pipeline design requires an initial source inventory. — · 08-05 Meeting: AI Industry Developments, Enterprise Strategy, and Adoption — Crimson IT — — — Decide how to address P1 noise caused by non-critical tickets such as server alerts and AP-down events being incorrectly set as P1 Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Internal Team Plaude Meeting ▾ NEST ▾ recvwujaC4Ay1Ga5r https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvwujaC4Ay1Ga5r NEST:Meeting:recvwujaC4Ay1Ga5r:loop3 New ▾ Medium ▾ Jun 18, 2026 Jun 17, 2026 — This issue was raised but not resolved during the meeting; it dilutes the meaning of true P1 incidents and should be addressed separately — · 06-17 Meeting: Urgent Ticket Alerts – Notification System and P1 Noise Mitigation — Crimson IT — — — Schedule follow-up meeting via the 'book time with me' link; consider afternoon of July 29 or three-hour slot on July 30 Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Speaker 1 Plaude Meeting ▾ NEST ▾ recDmDCIdvt21TuoY https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDmDCIdvt21TuoY NEST:Meeting:recDmDCIdvt21TuoY:loop3 New ▾ High ▾ Jul 28, 2026 Jul 28, 2026 Jul 29, 2026 Speaker 2 had a major internet outage Fri noon through Mon night causing the meeting gap; Speaker 2 has unusual availability this week. — · 07-28 Meeting: File Migration Plan and Report Access — Crimson IT — — — Continue collaboration with Victoria to finalize standardized Crimson tabletop exercise framework Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Victoria Plaude Meeting ▾ NEST ▾ reco6Jmwh8Gcde8US https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco6Jmwh8Gcde8US NEST:Meeting:reco6Jmwh8Gcde8US:loop4 New ▾ Medium ▾ Jun 6, 2026 Jun 2, 2026 — Christi is behind schedule due to EAP timeline shifts; Anzor has approved hours available but unused; coordination ongoing via email. — · 06-02 Team Meeting: Gabby and Kevin Assessment, Lear Reporting Ownership, Tabletop Exercise Standardization — Crimson IT — — — Evan to send Christi an email with his contact information Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Evan Plaude Meeting ▾ NEST ▾ recr9xebWng7LQqlb https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recr9xebWng7LQqlb NEST:Meeting:recr9xebWng7LQqlb:loop3 New ▾ High ▾ Aug 5, 2026 Aug 5, 2026 — Action assigned to Evan at close of meeting. — · 08-05 Meeting: BAFMA Access, Code Migration to Claude, MRI API Integration Timeline — Crimson IT — — — Produce advanced Copilot and CoWork/Claude training videos by weekend after 05-22 Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Cotsen attendees Plaude Meeting ▾ NEST ▾ recE5lYsJEUv0JP3P https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recE5lYsJEUv0JP3P NEST:Meeting:2026-05-22-AI-Training:advanced-videos New ▾ Medium ▾ Jun 5, 2026 May 22, 2026 May 30, 2026 Advanced videos targeted by the weekend following 2026-05-22; separate sessions for Copilot and CoWork/Claude. — · 05-22 Training: Enterprise Adoption of Microsoft Copilot, Anthropic Claude, and CoWork for Secure Productivity — Cotsen Foundation — — — Launch AI competition in June with rules, phases, and incentive details communicated to the team Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Anzor Plaude Meeting ▾ NEST ▾ rec4qP29FKQRaL27L https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec4qP29FKQRaL27L NEST:Meeting:rec4qP29FKQRaL27L:loop3 New ▾ High ▾ Jun 5, 2026 May 20, 2026 Jun 1, 2026 Competition runs in phases (one month then three months) with financial incentives; Christi will not participate to ensure fairness but is available to help with ideas. — · 05-20 Meeting: Leadership Change, IT Migration, and AI Initiative — Crimson IT — — — Alere pilot use cases in clean format Alere ▾ Commitment ▾ Waiting ▾ External / Waiting ▾ Giancarlo Foppiano Plaude Meeting ▾ NEST ▾ 2026-06-04-Alere-PM1 — NEST:Meeting:2026-06-04-Alere-PM1:pilot-use-cases New ▾ High ▾ Jun 4, 2026 Jun 4, 2026 Jun 6, 2026 Five pilot users identified their use cases; Giancarlo to send them in clean format by end of this week. Christi then builds per-department training around them; about a 1 to 2 week timeline once received. — · — — — — — — Finalize full migration timeline and steps for moving all users from Box and Google to Microsoft SCHARP ▾ Decision Needed ▾ Open ▾ Christi ▾ SCHARP Plaude Meeting ▾ NEST ▾ recjs1c7LuV45nonR https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjs1c7LuV45nonR NEST:Meeting:recjs1c7LuV45nonR:loop8 New ▾ Medium ▾ Aug 31, 2026 Aug 31, 2026 Sep 14, 2026 Only initial server file share migration step was scoped; full user migration plan including Box data remains undefined. — · 08-31 Meeting: AI Policy Formalization, Project Closures, and Google-to-Microsoft Migration Plan — SCHARP — — — Send follow-up email to Ms. Raahi billing contact CC'ing Christi to flag invoice format change Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ April Plaude Meeting ▾ NEST ▾ recOzVtx1w8aIuVvf https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recOzVtx1w8aIuVvf NEST:Meeting:recOzVtx1w8aIuVvf:loop1 New ▾ High ▾ Jun 5, 2026 Jun 3, 2026 Jun 4, 2026 April emails Charl or Russell explaining the change in invoice appearance, CC'ing Christi so Christi can reply with full explanation. — · 06-03 Meeting: Invoice Discrepancy and Client Communication — Ms. Raahi, Service Change, No-Charge Adjustments — Crimson IT — — — Create best-practices one-pager for agent creation covering source files and knowledge areas Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 2 Plaude Meeting ▾ NEST ▾ rec6OeUk3MXxJr27I https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec6OeUk3MXxJr27I NEST:Meeting:rec6OeUk3MXxJr27I:loop3 New ▾ High ▾ Jul 23, 2026 Jul 23, 2026 Jul 28, 2026 Anticipated to be developed next week after the July 23 meeting. — · 07-23 Meeting: VPN Outage, Training Distribution, Python Enablement, Usage Review, and Monthly Cadence — Crimson IT — — — Plan and confirm September Power Automate training sessions around Speaker 2 late-September availability constraints Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Speaker 2 Plaude Meeting ▾ NEST ▾ rec32DeB1WJLrWFn3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec32DeB1WJLrWFn3 NEST:Meeting:rec32DeB1WJLrWFn3:loop0 New ▾ Medium ▾ Aug 27, 2026 Aug 27, 2026 Sep 1, 2026 Speaker 2 requested to run more Power Automate sessions in September but has limited availability late September due to expected birth of grandchild around October 5. — · 08-27 Meeting: Training Plans, Copilot Usage, and Scheduling — Crimson IT — — — Upload new Verizon report with updated device names, itemize fixed mobile charge versus equipment, and allocate per department with unassigned devices under IT Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Susanna Plaude Meeting ▾ NEST ▾ rec144SefljpgLjzF https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec144SefljpgLjzF NEST:Meeting:rec144SefljpgLjzF:loop6 New ▾ High ▾ Aug 12, 2026 Aug 11, 2026 Aug 12, 2026 Fixed monthly mobile charge (e.g., 4709) must be separated from equipment charges before department-level allocation; unassigned devices default to IT. — · 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 — — — Confirm Crystal and full leadership team remain aligned and ready to support the team member if needed Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Crystal Plaude Meeting ▾ NEST ▾ rech7U8qZVXPISfjm https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rech7U8qZVXPISfjm NEST:Meeting:rech7U8qZVXPISfjm:loop1 New ▾ Medium ▾ Jul 31, 2026 Jul 31, 2026 — Leadership coalition was coordinated prior to this meeting; alignment should be verified to ensure the unified front holds. — · 07-31 Manager's Proactive Political Risk Management to Ensure Team Psychological Safety — Crimson IT — — — Verify Anthropic model enablement in tenancy to expose Create Agents feature Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ recElhY8BdZAgiTgv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recElhY8BdZAgiTgv NEST:Meeting:recElhY8BdZAgiTgv:loop4 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 Jun 19, 2026 Create Agents feature in Copilot requires Anthropic models to be enabled; tenancy setting needs double-check and possible approval step — · 06-18 Weekly Meeting: Copilot Deployment, Security Setup, and Training Plan — Crimson IT — — — Attach Zoom receipts including Len Egger/Legal info and classify charge under HR/Legal with business purpose Thea Luck settlement Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Susanna Plaude Meeting ▾ NEST ▾ rec144SefljpgLjzF https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec144SefljpgLjzF NEST:Meeting:rec144SefljpgLjzF:loop3 New ▾ High ▾ Aug 12, 2026 Aug 11, 2026 Aug 12, 2026 Susanna will send Zoom access details and relevant Len Egger/Legal information to attach to the expense. — · 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 — — — Request Anzor's approval to create a centralized training site for all clients Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 2 Plaude Meeting ▾ NEST ▾ recfGZgEx1qIWf7R3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfGZgEx1qIWf7R3 NEST:Meeting:recfGZgEx1qIWf7R3:loop4 New ▾ Medium ▾ Aug 12, 2026 Aug 10, 2026 — Anzor is noted as very busy, which may delay approval and the availability of consolidated training resources. — · 08-10 Meeting: AI Training Sessions, Tool Access, and Rollout Strategy — Crimson IT — — — Decide whether to enable Co-Work for Taylor and how to manage pay-as-you-go credit costs Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ PEC Plaude Meeting ▾ NEST ▾ rec1IOTC5qHo0zSaH https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1IOTC5qHo0zSaH NEST:Meeting:rec1IOTC5qHo0zSaH:loop5 New ▾ Medium ▾ Aug 13, 2026 Aug 13, 2026 — Taylor requested Co-Work access but Christi advised against enabling it due to high costs; a single inbox-organizing task cost $5. Approval and credit setup still pending. — · 08-13 Meeting: Copilot Adoption, Co-Work Cost Decision, Security Compliance, Training Schedule, and Technical Issues — Crimson IT — — — Introduce help desk (Becker, Charles) in SCHARP and AF weekly updates Cross-Track ▾ Commitment ▾ Open ▾ Christi ▾ SCHARP, Ability First Plaude Meeting ▾ NEST ▾ recDw2MWNAtdUvESq https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDw2MWNAtdUvESq NEST:Meeting:2026-06-01-Crimson:helpdesk-intro New ▾ Medium ▾ Jun 5, 2026 Jun 1, 2026 Jun 10, 2026 Include help desk member introductions in weekly client update emails. Format: Name, short bio, maybe picture. Pete NOT to be introduced to avoid direct calls. Some SCHARP staff only call known techs (Gaston, Robert). — · 06-01 Weekly Meeting: Vacation Approvals, Client Updates, Camp Project Status, and CoWork Training Plan — SCHARP Ability First — — — Schedule a Child and Family Team meeting if concerning behavior arises from the teen parent Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Foster caregivers attending the lecture Plaude Meeting ▾ NEST ▾ recaTJRvQmMVaa0QP https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recaTJRvQmMVaa0QP NEST:Meeting:recaTJRvQmMVaa0QP:loop3 New ▾ Medium ▾ Aug 24, 2026 Aug 24, 2026 — CFT meetings are a formal mechanism to create a documented support plan when risk behaviors emerge — · 08-24 Lecture: Foster Care Support for Teenage Parents, Shared Responsibility Plan, Boundaries, Funding and Advocacy — Crimson IT — — — Fix execute raw unsafe code vulnerability in C-Bus Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Internal Plaude Meeting ▾ NEST ▾ recg2xpfFnMIRmxbG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recg2xpfFnMIRmxbG NEST:Meeting:recg2xpfFnMIRmxbG:loop11 New ▾ High ▾ Jun 5, 2026 May 21, 2026 May 30, 2026 Currently low-risk and constrained but flagged as potentially significant if related code changes in the future. — · 05-21 Weekly Meeting: Security Remediation Plan and Product Decommissioning — Crimson IT — — — Establish Microsoft To Do integration scope and sync ownership across client users Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Casey Plaude Meeting ▾ NEST ▾ recPRm8y5eG7ILaKc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPRm8y5eG7ILaKc NEST:Meeting:recPRm8y5eG7ILaKc:loop7 New ▾ Low ▾ Jul 21, 2026 Jul 21, 2026 — To Do integration is operational in Christi's environment; multi-user rollout owner and sync approach not yet defined — · 07-21 Meeting: Inbox/Calendar Automation Application Overview — Crimson IT — — — Deliver EAP tabletop AAR (week of 6/15): confirm action-item dates, route Paul to Sam to Esther Crimson ▾ Commitment ▾ Closed ▾ Christi ▾ Paul, Sam Smith, Esther Garrison (EAP) Manual ▾ NEST ▾ — — NEST:OpenLoop:eap-tabletop-report-0615 New ▾ High ▾ Jun 5, 2026 Jun 5, 2026 Jun 15, 2026 COMPLETE 2026-06-05 (Christi): AAR finalized, sent to the team for review, and Christi made edits in the document. Per the original plan, it goes to Paul once Christi is back from vacation (week of June 15). Review chain Paul to Sam to Esther. Ticket #948228. — · — — Eldridge Acre — — — Complete initial build and have project ready for review next week Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Evan Plaude Meeting ▾ NEST ▾ recr9xebWng7LQqlb https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recr9xebWng7LQqlb NEST:Meeting:recr9xebWng7LQqlb:loop2 New ▾ High ▾ Aug 5, 2026 Aug 5, 2026 Aug 12, 2026 After migration to Claude is stable, Christi estimates the build will be ready for team review the following week. — · 08-05 Meeting: BAFMA Access, Code Migration to Claude, MRI API Integration Timeline — Crimson IT — — — Await Makibus vendor response on recommended AV/EDR exclusions and workarounds used with other customers Crimson ▾ Follow-Up ▾ Open ▾ External / Waiting ▾ Makibus vendor Plaude Meeting ▾ NEST ▾ rec5sPHu1U9R8KlEt https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5sPHu1U9R8KlEt NEST:Meeting:rec5sPHu1U9R8KlEt:loop1 New ▾ High ▾ Jun 5, 2026 May 21, 2026 — Vendor was asked to provide AV/EDR exclusions and any known workarounds; response needed before exclusions can be documented and implemented. — · 05-21 IT Incident Review: Excel Load Failures Linked to Makibus/Capital IQ Add-ins and AV/EDR Exclusions — Crimson IT — — — Enhance compliance settings for Copilot interactions this week Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ PEC Plaude Meeting ▾ NEST ▾ rec1IOTC5qHo0zSaH https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1IOTC5qHo0zSaH NEST:Meeting:rec1IOTC5qHo0zSaH:loop3 New ▾ High ▾ Aug 13, 2026 Aug 13, 2026 Aug 17, 2026 John on Christi's team is assigned to implement additional Copilot compliance enhancements this week. — · 08-13 Meeting: Copilot Adoption, Co-Work Cost Decision, Security Compliance, Training Schedule, and Technical Issues — Crimson IT — — — Delete duplicate cash entries created by Expense Assistant and combine receipt-created entries with matching JPMorgan card transactions Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Susanna Plaude Meeting ▾ NEST ▾ rec144SefljpgLjzF https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec144SefljpgLjzF NEST:Meeting:rec144SefljpgLjzF:loop0 New ▾ High ▾ Aug 12, 2026 Aug 11, 2026 Aug 12, 2026 Expense Assistant auto-created duplicate cash entries from uploaded receipt images; correct process is to combine those with the corresponding card transaction and delete the duplicate. — · 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 — — — Advise client team to CC Christi on any help desk tickets that appear stalled for escalation Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Client - College to Career Program Plaude Meeting ▾ NEST ▾ recWxKB1kJ5e41L28 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recWxKB1kJ5e41L28 NEST:Meeting:recWxKB1kJ5e41L28:loop5 New ▾ High ▾ Aug 27, 2026 Aug 27, 2026 Aug 28, 2026 Recent ticket appeared delayed from June to August 7th; determined to be an isolated outbox issue, not a help desk failure; escalation path needs to be communicated to staff — · 08-27 Consultation: IT Needs for College to Career Program — Crimson IT — — — Email pilot how-to guides to client before August 25 follow-up Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ rec8nDr78afGqY5F5 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8nDr78afGqY5F5 NEST:Meeting:rec8nDr78afGqY5F5:loop4 New ▾ High ▾ Aug 12, 2026 Aug 12, 2026 Aug 24, 2026 Guides must arrive before the August 25 follow-up meeting so client can prepare questions. — · 08-12 Consultation: Microsoft Copilot and Claude AI Rollout — Crimson IT — — — Collect Casey's feature suggestions for future app versions Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Casey Plaude Meeting ▾ NEST ▾ recPRm8y5eG7ILaKc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPRm8y5eG7ILaKc NEST:Meeting:recPRm8y5eG7ILaKc:loop5 New ▾ Medium ▾ Jul 21, 2026 Jul 21, 2026 — Casey's inputs invited for roadmap consideration; inclusion not guaranteed immediately — · 07-21 Meeting: Inbox/Calendar Automation Application Overview — Crimson IT — — — Define clear timeline and next steps for Alere implementation for Karney at 50% completion with MRI complexity Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Alere / Karney Plaude Meeting ▾ NEST ▾ recUZoiJnxOPXQiJm https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUZoiJnxOPXQiJm NEST:Meeting:recUZoiJnxOPXQiJm:loop3 New ▾ Medium ▾ Jul 28, 2026 Jul 28, 2026 — Alere implementation for Karney is 50% complete; complex systems like MRI are creating challenges with no defined resolution timeline. — · 07-28 Meeting: ISP Discounts, Client Project Status, Alere Training Schedule, and RMM Migration — Crimson IT — — — Schedule separate website review with April and Pete; loop in Emily only if needed Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ April Plaude Meeting ▾ NEST ▾ recHLIfFrzBB6mdnS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHLIfFrzBB6mdnS NEST:Meeting:recHLIfFrzBB6mdnS:loop2 New ▾ High ▾ Aug 28, 2026 Aug 28, 2026 — Pete noted several site features with unclear purpose; Emily to be included only as required — · 08-28 Pulong: Pamamahala sa Marketing, Proseso ng Pag-apruba, at Pagsusuri ng Gastos — Crimson IT — — — Monitor ConnectWise Release Notes and Virtual Community for update on mid-month contract start date billing support. Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ ConnectWise Plaude Meeting ▾ NEST ▾ recidKvIThjeSbArB https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recidKvIThjeSbArB NEST:Meeting:recidKvIThjeSbArB:loop5 New ▾ High ▾ Jun 5, 2026 May 27, 2026 — Mid-month contract year cycles may currently cause sync errors; feature is under review with no confirmed release date. Direct notifications may be available on request. — · 05-27 Meeting: UBI vs. Legacy RMM-PSA Integration, Product Mapping, and PSA Sync Strategy — Crimson IT — — — Compile and distribute updated training information on custom agent sharing and naming conventions to team via email Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Crimson Team Plaude Meeting ▾ NEST ▾ recixBXe3jflZY0Yu https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recixBXe3jflZY0Yu NEST:Meeting:recixBXe3jflZY0Yu:loop1 New ▾ High ▾ Jul 22, 2026 Jul 22, 2026 — Covers agent sharing via link, naming conventions such as [Client] or [Internal Operations], and discoverability guidance. — · 07-22 Microsoft Copilot Training and Troubleshooting Session — Crimson IT — — — Complete Arc LastPass deployment today and track feedback via tickets Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Seg Plaude Meeting ▾ NEST ▾ recpEEPiyRjT475eK https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpEEPiyRjT475eK NEST:Meeting:recpEEPiyRjT475eK:loop5 New ▾ High ▾ Aug 27, 2026 Aug 26, 2026 Aug 26, 2026 Deploying LastPass to all Arc users today; completion tracking method and exception handling not specified. — · 08-26 Daily Meeting: Cybersecurity, Project Updates, and Training — Crimson IT — — — Configure AI Foundry within Westwood Financial Microsoft tenancy to support inbox assistant functionality Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Westwood Financial Plaude Meeting ▾ NEST ▾ reccKnldZZWVo9iKQ https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reccKnldZZWVo9iKQ NEST:Meeting:reccKnldZZWVo9iKQ:loop0 New ▾ High ▾ Aug 11, 2026 Aug 6, 2026 — Speaker 2 will integrate Adapto Inbox code into Westwood Financial tenancy using Crimson AI Foundry; initial rollout limited to Casey and Brett — · 08-06 Code Re-use Approval for Accelerated Client Project — Crimson IT — — — Complete E5 license upgrades and enable purging, DLP, and reporting for all users Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Belay Plaude Meeting ▾ NEST ▾ recDB005EodTUlojZ https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDB005EodTUlojZ NEST:Meeting:recDB005EodTUlojZ:loop1 New ▾ High ▾ Jul 24, 2026 Jul 24, 2026 Jul 25, 2026 Licenses are being upgraded to E5 to support purging, DLP, and reporting as part of the immediate insider threat response actions. — · 07-24 Meeting: Insider Threat Response at Belay — Crimson IT — — — Send email to Paul clarifying which SEC documentation is required vs. nice-to-have Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Paul (Eldridge) Plaude Meeting ▾ NEST ▾ recF9uzIUXvGSGU9v https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recF9uzIUXvGSGU9v NEST:Meeting:recF9uzIUXvGSGU9v:loop0 New ▾ High ▾ Jun 5, 2026 May 19, 2026 May 20, 2026 Paul questioned necessity of all documents prepared for the SEC tabletop exercise; Christi to clarify based on updated 25-requirement framework. — · 05-19 Weekly Meeting: SEC Tabletop Exercise and EAP Requirements — Eldridge Acre — — — Reach out to G2 to identify and cancel unused services Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ G2 agency and Craig Plaude Meeting ▾ NEST ▾ recSCQt4n6V5H5VOG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSCQt4n6V5H5VOG NEST:Meeting:recSCQt4n6V5H5VOG:loop9 New ▾ Medium ▾ Jul 28, 2026 Jul 28, 2026 — G2 agency and Craig involved in identifying services that can be decommissioned as part of billing cleanup. — · 07-28 Meeting: Telephony Platform Decision, PSTN Strategy, and Camp Connectivity (Starlink, SD‑WAN, Meraki) — Crimson IT — — — Forward sensitivity label proposal to PEC team (Ronnell Jackson and Kristen) for review and approval Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 2 Plaude Meeting ▾ NEST ▾ recLYNISvaG7ky8N5 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLYNISvaG7ky8N5 NEST:Meeting:recLYNISvaG7ky8N5:loop1 New ▾ High ▾ Jun 5, 2026 Jun 4, 2026 Jun 5, 2026 Phase One completion depends on PEC sign-off on the four proposed sensitivity labels. — · 06-04 Weekly Meeting: Copilot Sensitivity Labels, Project Schedule, Pilot Training — Crimson IT — — — Attendees complete evening exercise using an AI tool on a role-relevant task and bring results to Day 2 Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Karney attendees Plaude Meeting ▾ NEST ▾ recH81TtjQUNMmvZI https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recH81TtjQUNMmvZI NEST:Meeting:recH81TtjQUNMmvZI:loop1 New ▾ High ▾ Jul 27, 2026 Jul 27, 2026 Jul 28, 2026 Tasks tailored by role such as leasing, operations, and marketing; results to be discussed on Day 2 — · 07-27 Lecture: AI Foundations Training for Property Firm — Copilot, ChatGPT, Claude, Prompting, and Governance — Karney Properties — — — SCHARP decision pending: Lorenzo Young account audit authorization SCHARP ▾ Info Only ▾ In Progress ▾ Christi ▾ Jack Barbour / Apollo Diaz (SCHARP) Decision Log ▾ SCHARP ▾ — — SCHARP:DecisionLog:lorenzo-young-account-audit New ▾ Medium ▾ Jun 5, 2026 Jun 5, 2026 Jun 16, 2026 UPDATE 2026-06-05 (Christi): Lorenzo Young's account is intentionally kept open because invoices still route to it. Access is restricted to Christi only. This is a managed state, not a decision awaiting leadership. [Prior: Decision Log Pending since 4/23.] — · — — SCHARP — — — Send AI usage policy to Cotsen attendees for signatures after training completion Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Cotsen Plaude Meeting ▾ NEST ▾ reco1OYEEt2sRYkCc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco1OYEEt2sRYkCc NEST:Meeting:reco1OYEEt2sRYkCc:loop7 New ▾ High ▾ Jun 6, 2026 May 19, 2026 — Training started 2026-05-19 covering Copilot and CoWork; AI tool selection is still undecided so both tools are being trained — · 05-19 Weekly Meeting: Project Updates and AI Training — Crimson IT — — — Locate and send the specific Reddit discussion link on best automation workflows to session attendees Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Training attendees Plaude Meeting ▾ NEST ▾ recDSmUMTkSZu0ibD https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDSmUMTkSZu0ibD NEST:Meeting:recDSmUMTkSZu0ibD:loop3 New ▾ High ▾ Aug 27, 2026 Aug 25, 2026 Sep 8, 2026 Christi referenced a Reddit thread on best automation workflows during the session and committed to sharing the link. — · Training Session: Microsoft Power Automate Basics and AI Integration — Crimson IT — — — Send Faroaks POTS line quote to Christi Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 3 Plaude Meeting ▾ NEST ▾ recUd7YgZ6lDahPsc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUd7YgZ6lDahPsc NEST:Meeting:recUd7YgZ6lDahPsc:loop0 New ▾ High ▾ Jun 17, 2026 Jun 17, 2026 Jun 17, 2026 Quote in progress as of June 17; provider pricing has jumped to roughly $1,000 per line vs client's current $138/month copper line with Lingo — · 06-17 Weekly Meeting: All-Hands Updates, Cybersecurity, and AI Training — Crimson IT — — — Align on inventory management strategy between automated Inventory Tracker V2 and manual process decided at L10 meeting Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Olivia Plaude Meeting ▾ NEST ▾ recdwpBHMlZ1GOqxi https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdwpBHMlZ1GOqxi NEST:Meeting:recdwpBHMlZ1GOqxi:loop7 New ▾ Medium ▾ Aug 11, 2026 Aug 6, 2026 — Speaker 2 missed the L10 meeting where a manual paper-based inventory process was decided; conflict with V2 automation initiative needs resolution before rollout — · 08-06 Weekly Meeting: Onboarding, Project Status, and Policy Updates — Crimson IT — — — Schedule review this week for Christi to walk Pete through the Project Angel Food questionnaire covering what was completed, missing items, and expected ownership Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Pete Plaude Meeting ▾ NEST ▾ recjf8AAhdGKdOIf3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjf8AAhdGKdOIf3 NEST:Meeting:recjf8AAhdGKdOIf3:loop0 New ▾ High ▾ Jun 6, 2026 May 26, 2026 May 29, 2026 Anton only partially completed the questionnaire; Christi finished the remaining items. Pete has not yet reviewed the details. Review must happen before meeting with Anton. — · 05-26 Meeting: Compliance Officer Selection, Security Questionnaire Gaps, and Equipment Update — Crimson IT — — — SCHARP HIPAA-compliant employee onboarding SOP - remaining work after ticket 925382 closed SCHARP ▾ Follow-Up ▾ Hold ▾ Christi ▾ — Ticket ▾ — ▾ — — — — ▾ Medium ▾ Jul 28, 2026 Jul 28, 2026 — CW ticket 925382 closed 7/28/2026 after 123 days idle with 13.2 hours logged. Significant SOP drafting was done. The HIPAA-compliant onboarding process and the ConnectWise task template were not finished.
Captured here so the drafting effort is not lost. Re-open under a fresh ticket when picked up. SCHARP is a HIPAA environment and onboarding is a recurring process gap. Source: closed CW ticket 925382. · — — SCHARP — — — Check ticket volume related to MFA enablement at Scharp Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Scharp Plaude Meeting ▾ NEST ▾ reco1OYEEt2sRYkCc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco1OYEEt2sRYkCc NEST:Meeting:reco1OYEEt2sRYkCc:loop6 New ▾ High ▾ Jun 6, 2026 May 19, 2026 — MFA was enabled on 2026-05-18 with a grace period; ticket volume needs monitoring — · 05-19 Weekly Meeting: Project Updates and AI Training — Crimson IT — — — Identify and contact district foster youth liaison to explore educational stability accommodations and on-time graduation supports under ESSA Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ School District Foster Youth Liaison Plaude Meeting ▾ NEST ▾ recQLPh3TVHCJ7yDe https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQLPh3TVHCJ7yDe NEST:Meeting:recQLPh3TVHCJ7yDe:loop3 New ▾ Medium ▾ Aug 4, 2026 Aug 3, 2026 Aug 7, 2026 Dawn is likely in foster care and may qualify for district-level foster youth supports that could accelerate credit recovery or provide policy-backed accommodations. — · 08-03 Consultation: Dawn - High School Graduation Planning and Job Updates — Crimson IT — — — Prepare migration quote with large discount and clear effort breakdown SCHARP ▾ Commitment ▾ Open ▾ Crimson Team ▾ SCHARP Plaude Meeting ▾ NEST ▾ recR8RRlrpvAsdnHK https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recR8RRlrpvAsdnHK NEST:Meeting:recR8RRlrpvAsdnHK:loop3 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 — Agreed approach is to bill for effort at $25,000-$50,000 range with a significant discount; quote contingent on completing detailed scope and hour estimate. — · 06-16 Weekly Meeting: SCHARP Google-to-Microsoft Migration Scope and Billing — SCHARP — — — Michuan to run security scans on relevant systems and users Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Client Plaude Meeting ▾ NEST ▾ recSQLOUvcdRCssgl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSQLOUvcdRCssgl NEST:Meeting:recSQLOUvcdRCssgl:loop4 New ▾ High ▾ Jun 18, 2026 Jun 16, 2026 — Michuan assigned to execute security scans as part of the post-incident and migration response. — · 06-16 Meeting: Phishing Incident Response and Security Stack Migration — Crimson IT — — — Publish finalized Copilot modules to the website upon receipt from Christi Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Stephanie Plaude Meeting ▾ NEST ▾ recZpSrtRv4MOh7JE https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recZpSrtRv4MOh7JE NEST:Meeting:recZpSrtRv4MOh7JE:loop5 New ▾ High ▾ Aug 25, 2026 Aug 24, 2026 — Stephanie owns the website hosting workflow; publishing is contingent on receiving finalized files from Christi. — · 08-24 Training Strategy Pivot from Live Sessions to Asynchronous Modules Due to No Client Attendance — Crimson IT — — — Adjust UI placement of Westwood Financial Mail Intelligence title per Olivia's feedback Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Westwood Financial Plaude Meeting ▾ NEST ▾ recs0fqc5fvNu38e6 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recs0fqc5fvNu38e6 NEST:Meeting:recs0fqc5fvNu38e6:loop2 New ▾ High ▾ Aug 13, 2026 Aug 13, 2026 — Olivia flagged the title placement as slightly off; minor UI tweak requested. — · 08-13 Meeting: Westwood Financial Mail Intelligence App – Azure Deployment, Ada AI Triage, Security and Beta Resell Plan — Crimson IT — — — Send KC an email detailing cloud licensing options for Microsoft Copilot Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ KC Plaude Meeting ▾ NEST ▾ recFh1v6l7G2rxZ1Z https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFh1v6l7G2rxZ1Z NEST:Meeting:recFh1v6l7G2rxZ1Z:loop0 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 Jun 19, 2026 George committed to sending licensing details; team license quoted at $25 per user per month, five-user minimum ($125/month total), includes $100 of credits per month. — · 06-18 Discovery Call: Microsoft Copilot Email Organization for KC — Crimson IT — — — SCHARP decision pending: M365 vs Google Workspace strategic direction SCHARP ▾ Decision Needed ▾ Closed ▾ External / Waiting ▾ Jack Barbour / Apollo Diaz (SCHARP) Decision Log ▾ SCHARP ▾ — — SCHARP:DecisionLog:m365-vs-google-workspace New ▾ Medium ▾ Jun 5, 2026 Jun 5, 2026 Jun 16, 2026 RESOLVED 2026-06-05 (Christi): Direction decided. SCHARP is proceeding with the Microsoft 365 to Google Workspace migration. The decision is closed; the migration itself becomes project work. [Prior: Decision Log Pending since 4/23.] — · — — SCHARP — — — Evaluate feasibility and timeline to replace Procore before year-end agreement expiration Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ IT/governance lead and finance Plaude Meeting ▾ NEST ▾ recLj5aTVrCAnWscz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLj5aTVrCAnWscz NEST:Meeting:recLj5aTVrCAnWscz:loop7 New ▾ Medium ▾ Jun 5, 2026 Jun 3, 2026 Sep 30, 2026 Procore agreement expires end of year; replacing it with the Azure-hosted app could save approximately $40K; migration must reach functional parity on submittals, action plans, and inspections workflows — · 06-03 Consultation: Azure-Based Project Management App Migration and AI Governance for Construction — Crimson IT — — — Complete IT Glue-to-Hudo migration before June 1 license expiration Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Help Desk team Plaude Meeting ▾ NEST ▾ rec4qP29FKQRaL27L https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec4qP29FKQRaL27L NEST:Meeting:rec4qP29FKQRaL27L:loop0 New ▾ High ▾ Jun 5, 2026 May 20, 2026 Jun 1, 2026 IT Glue license expires June 1; migration deadline is firm and many technicians are on PTO this week and next. — · 05-20 Meeting: Leadership Change, IT Migration, and AI Initiative — Crimson IT — — — Set up Azure subscription for the client and confirm billing method (Crimson or client credit card) Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Sergio, Brett, Casey Plaude Meeting ▾ NEST ▾ recPRm8y5eG7ILaKc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPRm8y5eG7ILaKc NEST:Meeting:recPRm8y5eG7ILaKc:loop0 New ▾ High ▾ Jul 21, 2026 Jul 21, 2026 Jul 28, 2026 Azure consumption estimated at $100-$400/month depending on mail volume and user count; billing route not yet finalized — · 07-21 Meeting: Inbox/Calendar Automation Application Overview — Crimson IT — — — Christi to maintain ongoing N8N instance updates to stay within approved security posture Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Anzor Plaude Meeting ▾ NEST ▾ recPQ5bAu5GsEdS9c https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPQ5bAu5GsEdS9c NEST:Meeting:recPQ5bAu5GsEdS9c:loop1 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 — Christi accepted explicit responsibility for keeping the self-hosted N8N instance patched and current as a condition of approval. — · 06-16 Conditional Approval for Self-Hosted N8N with a Limit on Future Technical Autonomy — Crimson IT — — — On-site visit with AbilityFirst employees at Camp on May 28, 2026 Crimson ▾ Commitment ▾ Open ▾ Christi ▾ AbilityFirst Plaude Meeting ▾ NEST ▾ recxXgNKdQaaTLypz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recxXgNKdQaaTLypz NEST:Meeting:recxXgNKdQaaTLypz:loop6 New ▾ High ▾ Jun 6, 2026 May 21, 2026 May 28, 2026 Scheduled site visit noted during training session. — · 05-21 Lecture: Excel Basics - File Safety, Data Organization, and Formulas — Crimson IT — — — Add opening graphics to Copilot Module 1 and re-send final version to Stephanie Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Stephanie Plaude Meeting ▾ NEST ▾ recZpSrtRv4MOh7JE https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recZpSrtRv4MOh7JE NEST:Meeting:recZpSrtRv4MOh7JE:loop1 New ▾ High ▾ Aug 25, 2026 Aug 24, 2026 Aug 28, 2026 Module 1 was already recorded and shared with Stephanie but needs opening graphics added before it is considered final. — · 08-24 Training Strategy Pivot from Live Sessions to Asynchronous Modules Due to No Client Attendance — Crimson IT — — — Define a standard process for adding Sherweb as a Conditional Access exception when support is needed Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Sherweb Plaude Meeting ▾ NEST ▾ recChIr7XnKuJ1Man https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recChIr7XnKuJ1Man NEST:Meeting:recChIr7XnKuJ1Man:loop3 New ▾ Medium ▾ Jun 16, 2026 Jun 16, 2026 — No immediate CA changes required, but a repeatable exception procedure must be established so support cases can proceed without policy conflicts. — · 06-16 会议: Azure PEC Access and Roles - Sherweb Collaboration and Conditional Access Strategy — Crimson IT — — — Follow up with CoGen to confirm setup date for Project 2732 (Gryff) Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ CoGen (Gryff third-party partner) Plaude Meeting ▾ NEST ▾ recrkTNKFtyvGHBmx https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrkTNKFtyvGHBmx NEST:Meeting:recrkTNKFtyvGHBmx:loop0 New ▾ High ▾ Jul 28, 2026 Jul 28, 2026 Aug 4, 2026 CoGen has not yet provided a date for the new office setup; Speaker 1 is assigned to follow up. — · 07-28 Weekly Meeting: Project Status Updates and Process Coordination — Crimson IT — — — Pete to approve organization-wide shift to GDAP with role-scoped delegated admin for all client tenants Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Pete Plaude Meeting ▾ NEST ▾ recmFZ8nXXoHPBIWs https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmFZ8nXXoHPBIWs NEST:Meeting:recmFZ8nXXoHPBIWs:loop3 New ▾ High ▾ Jun 19, 2026 Jun 19, 2026 — CEO approval is required to give the governance change the authority needed to override current ad hoc access practices and resistance from ops staff. — · 06-19 Reasoning Note: Implementing GDAP and Enforcing Change Management to Address Operational Risks in Microsoft Administration — Crimson IT — — — Robert to provide finalized programs and departments list to unblock Phase 2 of migration Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Robert at Wayfinder Plaude Meeting ▾ NEST ▾ recL8V1UvQZ8qjWCz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recL8V1UvQZ8qjWCz NEST:Meeting:recL8V1UvQZ8qjWCz:loop1 New ▾ High ▾ Jun 15, 2026 Jun 15, 2026 Jun 20, 2026 Phase 2 structure in Teams cannot be finalized until Robert supplies the confirmed programs and departments — · 06-15 Training: Microsoft Teams/SharePoint Migration and File Management — Wayfinder — — — Request Finance to unbatch the invoice so edits can be made Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Maggie, Elisa, Maricar Plaude Meeting ▾ NEST ▾ recbN63AmMRALUIgn https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbN63AmMRALUIgn NEST:Meeting:recbN63AmMRALUIgn:loop0 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 — Invoice must be unbatched in ConnectWise before the project name or progress numbering can be added to the bottom comment section. — · 06-16 Weekly Meeting: Progress Invoice Clarity and Project Reference — Crimson IT — — — Continue removing redundant Copilot app via Intune Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ PEC Plaude Meeting ▾ NEST ▾ rec1IOTC5qHo0zSaH https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1IOTC5qHo0zSaH NEST:Meeting:rec1IOTC5qHo0zSaH:loop4 New ▾ High ▾ Aug 13, 2026 Aug 13, 2026 Aug 17, 2026 Two Copilot apps appearing in the search bar; Crimson team testing Intune-based removal of the incorrect one. — · 08-13 Meeting: Copilot Adoption, Co-Work Cost Decision, Security Compliance, Training Schedule, and Technical Issues — Crimson IT — — — Have Jason review Meraki and network configuration at Ability First HQ to resolve bandwidth gap Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Ability First Plaude Meeting ▾ NEST ▾ reco1OYEEt2sRYkCc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco1OYEEt2sRYkCc NEST:Meeting:reco1OYEEt2sRYkCc:loop2 New ▾ High ▾ Jun 6, 2026 May 19, 2026 — Bandwidth upgraded approximately one week prior but speeds remain around 20 Mbps instead of expected 100 Mbps — · 05-19 Weekly Meeting: Project Updates and AI Training — Crimson IT — — — Christi to continue adding Meraki floor plans for Ability First and then begin SCHARP Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Ability First / SCHARP Plaude Meeting ▾ NEST ▾ recDvvBYv6DAUiiEv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDvvBYv6DAUiiEv NEST:Meeting:recDvvBYv6DAUiiEv:loop6 New ▾ High ▾ Jul 29, 2026 Jul 29, 2026 Dec 31, 2026 Goal is to complete Ability First floor plan documentation by year-end, then start SCHARP. Others with floor plan access encouraged to assist. — · 07-29 Weekly Meeting: Cybersecurity Rollout, Training Compliance, Billing Deadlines, and AI Tool Usage — Crimson IT — — — Christi to resolve installation and account access issues reported by attendees before Day 2 Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Karney attendees Plaude Meeting ▾ NEST ▾ recH81TtjQUNMmvZI https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recH81TtjQUNMmvZI NEST:Meeting:recH81TtjQUNMmvZI:loop2 New ▾ High ▾ Jul 27, 2026 Jul 27, 2026 Jul 28, 2026 Issues include admin login requirements and Claude subscription prompts surfaced during Day 1 — · 07-27 Lecture: AI Foundations Training for Property Firm — Copilot, ChatGPT, Claude, Prompting, and Governance — Karney Properties — — — Audit all conferences, events, and vendor commitments for ROI before renewing or continuing Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ April / Speaker 1 Plaude Meeting ▾ NEST ▾ recHLIfFrzBB6mdnS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHLIfFrzBB6mdnS NEST:Meeting:recHLIfFrzBB6mdnS:loop5 New ▾ High ▾ Aug 28, 2026 Aug 28, 2026 — Includes upcoming event next month with 3 slots and high-cost sponsorships such as a $10,000 example; Anzor is the only confirmed attendee for the next event — · 08-28 Pulong: Pamamahala sa Marketing, Proseso ng Pag-apruba, at Pagsusuri ng Gastos — Crimson IT — — — Deliver repeat Excel training session on Thursday at 2:00 p.m. AbilityFirst ▾ Commitment ▾ Open ▾ Christi ▾ AbilityFirst Staff Plaude Meeting ▾ NEST ▾ recYrCeTFw9e6NEEy https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recYrCeTFw9e6NEEy NEST:Meeting:recYrCeTFw9e6NEEy:loop1 New ▾ High ▾ Jun 5, 2026 May 19, 2026 May 21, 2026 Same content as the 05-19 session repeated for additional staff availability. — · 05-19 Training: Microsoft Excel and Microsoft 365 File Management for AbilityFirst Staff (HIPAA-Compliant Collaboration) — Ability First — — — Stop recurring weekly meeting with Emily; engage her on as-needed basis only Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 1 (Marketing Coordinator) Plaude Meeting ▾ NEST ▾ recHLIfFrzBB6mdnS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHLIfFrzBB6mdnS NEST:Meeting:recHLIfFrzBB6mdnS:loop1 New ▾ High ▾ Aug 28, 2026 Aug 28, 2026 — Emily is hourly; recurring meetings deemed cost-ineffective given low volume of qualified work — · 08-28 Pulong: Pamamahala sa Marketing, Proseso ng Pag-apruba, at Pagsusuri ng Gastos — Crimson IT — — — Anzor to meet with Christi offline to discuss ExcelBoss.com vision Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Anzor Plaude Meeting ▾ NEST ▾ recUd7YgZ6lDahPsc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUd7YgZ6lDahPsc NEST:Meeting:recUd7YgZ6lDahPsc:loop5 New ▾ High ▾ Jun 17, 2026 Jun 17, 2026 — ExcelBoss.com launched to provide AI custom software solutions; current clients include WineGuard and AutoConcierge — · 06-17 Weekly Meeting: All-Hands Updates, Cybersecurity, and AI Training — Crimson IT — — — Monitor Adopto Inbox nonprofit email organizer project through beta release Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Nonprofit client Plaude Meeting ▾ NEST ▾ recP7juqqC9GdIAIh https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recP7juqqC9GdIAIh NEST:Meeting:recP7juqqC9GdIAIh:loop3 New ▾ Medium ▾ Jun 5, 2026 May 27, 2026 — Fractional CIO at Crimson IT reported Adopto Inbox, an LLM-based email organizer for a nonprofit on a zero budget using free or low-cost Azure tools, is nearing beta. — · 05-27 Weekly Meeting: AI Community of Practice - Wins, Challenges, and Governance — Crimson IT — — — Send comprehensive Excel reference guide to all attendees after training Crimson ▾ Commitment ▾ Open ▾ Christi ▾ All training attendees Plaude Meeting ▾ NEST ▾ recxXgNKdQaaTLypz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recxXgNKdQaaTLypz NEST:Meeting:recxXgNKdQaaTLypz:loop0 New ▾ High ▾ Jun 6, 2026 May 21, 2026 May 22, 2026 Reference guide was promised to be distributed following the 05-21 session. — · 05-21 Lecture: Excel Basics - File Safety, Data Organization, and Formulas — Crimson IT — — — AbilityFirst domain renewal (ticket #939540): Michuan to action on return next week AbilityFirst ▾ Follow-Up ▾ Waiting ▾ External / Waiting ▾ Michuan Fleming (AF) Email ▾ NEST ▾ — — NEST:OpenLoop:af-domain-939540 New ▾ Medium ▾ Jun 5, 2026 Jun 4, 2026 Jun 9, 2026 Domain expiring, escalated by Chinkee 6/4. Michuan out for a personal emergency, back next week. Christi flagged to give her a heads up. Ticket #939540. — · — — Ability First — — — Configure high-priority Outlook Copilot rule for Stephen Howard (sender-level, consider no-CCs condition) Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Casey Plaude Meeting ▾ NEST ▾ recbNTVinRg9a64hu https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbNTVinRg9a64hu NEST:Meeting:recbNTVinRg9a64hu:loop0 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 — Christi to set up sender-based high-priority rule for Stephen Howard in Outlook Copilot settings, with optional condition excluding emails where Casey is CC'd. — · 06-18 Meeting Notes: Hybrid Outlook Copilot and Claude Automation for Email Prioritization, Follow-Ups, and Calendar Guardrails — Crimson IT — — — Plan and execute migration away from Barracuda before end of September 2026 if feasible Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Client Plaude Meeting ▾ NEST ▾ recSQLOUvcdRCssgl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSQLOUvcdRCssgl NEST:Meeting:recSQLOUvcdRCssgl:loop5 New ▾ Medium ▾ Jun 18, 2026 Jun 16, 2026 Jul 31, 2026 Barracuda renewal not due until end of September; currently paying monthly. Preference is to migrate sooner but a detailed plan and contingency for Peerless/Meraki constraints through April 2027 are needed. — · 06-16 Meeting: Phishing Incident Response and Security Stack Migration — Crimson IT — — — All employees must complete monthly KnowBe4 security training; no deadline or consequence formally set Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ All Crimson IT employees Plaude Meeting ▾ NEST ▾ recDvvBYv6DAUiiEv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDvvBYv6DAUiiEv NEST:Meeting:recDvvBYv6DAUiiEv:loop0 New ▾ High ▾ Jul 29, 2026 Jul 29, 2026 Jul 31, 2026 Only 60% completion rate; impacts company security score. No formal deadline or enforcement mechanism was established during the meeting. — · 07-29 Weekly Meeting: Cybersecurity Rollout, Training Compliance, Billing Deadlines, and AI Tool Usage — Crimson IT — — — Log in to Claude desktop application using previously provided email link Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Christi Brown Plaude Meeting ▾ NEST ▾ rec9VJ2CyNOISM0kP https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9VJ2CyNOISM0kP NEST:Meeting:rec9VJ2CyNOISM0kP:loop8 New ▾ High ▾ Jul 23, 2026 Jul 23, 2026 — Claude installer was pushed to device; Christi needs to complete login via the link shared earlier in session — · 07-23 AI Tools Training: Copilot, Claude, and Plaud — Crimson IT — — — Continue Ability First training to reinforce Help Desk bot usage and close-the-ticket behavior Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Ability First staff Plaude Meeting ▾ NEST ▾ rec9dySlzFSalkMRe https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9dySlzFSalkMRe NEST:Meeting:rec9dySlzFSalkMRe:loop9 New ▾ High ▾ Jun 5, 2026 May 20, 2026 — Bot reception is positive but open-ticket drift is a risk if staff do not explicitly instruct the bot to close tickets after resolution — · 05-20 Governance and Access Fixes for ConnectWise and Thread: Mentorship, Board Visibility, and Controlled Feature Re-enablement — Crimson IT — — — Prepare for potential contract detail requests covering term limitations for all services under vendor audit Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ Erin Plaude Meeting ▾ NEST ▾ recIgwoJuOn4vph3e https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIgwoJuOn4vph3e NEST:Meeting:recIgwoJuOn4vph3e:loop4 New ▾ Medium ▾ Jun 18, 2026 Jun 18, 2026 Jun 25, 2026 Company-wide vendor audit driven by new C-level executives may trigger requests for full contract details; Comtech contracts can be fulfilled same day, G2 contracts may take a day or two. — · 06-18 Meeting: Vendor Quotes, Internet Redundancy, Contract Audit, and Invoice Follow-ups — Crimson IT — — — Pete and Mike to meet with Hannah and Avalon to address issues including Avalon not responding to accounting emails Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Hannah and Avalon Plaude Meeting ▾ NEST ▾ recUd7YgZ6lDahPsc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUd7YgZ6lDahPsc NEST:Meeting:recUd7YgZ6lDahPsc:loop1 New ▾ High ▾ Jun 17, 2026 Jun 17, 2026 Jun 18, 2026 Vince is out due to family emergency; Mike is acting point of contact for account management — · 06-17 Weekly Meeting: All-Hands Updates, Cybersecurity, and AI Training — Crimson IT — — — Decide whether to host reports in Google Drive or SharePoint based on Microsoft account availability for all relevant users Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Internal stakeholders Plaude Meeting ▾ NEST ▾ recDmDCIdvt21TuoY https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDmDCIdvt21TuoY NEST:Meeting:recDmDCIdvt21TuoY:loop2 New ▾ Medium ▾ Jul 28, 2026 Jul 28, 2026 Jul 29, 2026 Google Drive departmental share is ready fallback; SharePoint is preferred if all users have Microsoft accounts. — · 07-28 Meeting: File Migration Plan and Report Access — Crimson IT — — — Olivia to call Tim at Signal Partners to determine continue or offboard Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Olivia / Tim at Signal Partners Plaude Meeting ▾ NEST ▾ recUZoiJnxOPXQiJm https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUZoiJnxOPXQiJm NEST:Meeting:recUZoiJnxOPXQiJm:loop0 New ▾ High ▾ Jul 28, 2026 Jul 28, 2026 Jul 28, 2026 Olivia was assigned to call Tim on July 28, 2026, to finalize whether Signal Partners continues as a client or is offboarded. — · 07-28 Meeting: ISP Discounts, Client Project Status, Alere Training Schedule, and RMM Migration — Crimson IT — — — Emphasize forward slash document-referencing technique in next Copilot training session Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Session Attendees Plaude Meeting ▾ NEST ▾ recixBXe3jflZY0Yu https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recixBXe3jflZY0Yu NEST:Meeting:recixBXe3jflZY0Yu:loop3 New ▾ High ▾ Jul 22, 2026 Jul 22, 2026 — Using '/' to anchor Copilot to a specific file prevents blending results from superseded document copies. — · 07-22 Microsoft Copilot Training and Troubleshooting Session — Crimson IT — — — Audit and apply Word sensitivity labels; protect salary and offer-letter files; verify OneDrive sharing indicators and restrict access as needed Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Internal Plaude Meeting ▾ NEST ▾ recIIHBbHy87aHgte https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIIHBbHy87aHgte NEST:Meeting:recIIHBbHy87aHgte:loop6 New ▾ High ▾ Aug 6, 2026 Aug 6, 2026 — Security session emphasized storing compensation data in private drives and piloting label behaviors before broader rollout. — · 08-06 Lecture: Microsoft 365 Copilot Executive Training, Security Practices, and Automation Workflows — Crimson IT — — — Download code from BAFMA and begin migrating it to Claude Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Evan Plaude Meeting ▾ NEST ▾ recr9xebWng7LQqlb https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recr9xebWng7LQqlb NEST:Meeting:recr9xebWng7LQqlb:loop0 New ▾ High ▾ Aug 5, 2026 Aug 5, 2026 Aug 6, 2026 Christi was elevated to app owner in BAFMA which resolved visibility issues; migration to Claude is the next immediate step. — · 08-05 Meeting: BAFMA Access, Code Migration to Claude, MRI API Integration Timeline — Crimson IT — — — Reschedule the meeting originally set for Thursday August 6 and send updated invitations to attendees Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Meeting attendees Plaude Meeting ▾ NEST ▾ receg7PXt0LczdiyH https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/receg7PXt0LczdiyH NEST:Meeting:receg7PXt0LczdiyH:loop2 New ▾ High ▾ Aug 12, 2026 Aug 10, 2026 Aug 10, 2026 One meeting invite from August 6 was not completed and requires rescheduling and redistribution. — · 08-10 Weekly Meeting: Communication Strategy and Starlink Follow-up — Crimson IT — — —