Open Loops

1,098 records

LoopTrackLoop TypeStatusNext Move ByCounterpartySource SystemSource BaseSource Record IDSource LinkDedupe KeyReconciliation StatusConfidenceFirst SeenLast TouchedNext TouchDetailNotesPromote to TaskPlaude MeetingContactClientPromoted TaskDays Since TouchedƒStale Flagƒ
Michuan to consider starting one-on-one meetings before rolling out a broader director-style group meeting format across HR and IT departmentsMichuanreceg7PXt0LczdiyHhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/receg7PXt0LczdiyHNEST:Meeting:receg7PXt0LczdiyH:loop3Aug 12, 2026Aug 10, 2026Speaker 2 proposed a director's meeting format modeled after the SCHARP sessions; Michuan advised one-on-ones first given current group meeting ineffectiveness and group-think tendencies.·08-10 Weekly Meeting: Communication Strategy and Starlink Follow-upCrimson IT
Pete to approve Christi's pending vacation requestPeterecfcJqXvaowYzhDBhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfcJqXvaowYzhDBNEST:Meeting:recfcJqXvaowYzhDB:loop5Jun 5, 2026May 19, 2026Pete verbally committed to approving Christi's pending vacation request immediately after the meeting·05-19 Team Sync on Workload, Management, and ToolingCrimson IT
Christi to meet with Maurice today to discuss using Claude to manage Outlook calendar eventsMauricerecLfjjFlVaD0Qjpihttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLfjjFlVaD0QjpiNEST:Meeting:recLfjjFlVaD0Qjpi:loop6Jun 5, 2026Jun 3, 2026Jun 3, 2026Follow-up conversation with Maurice on Claude's ability to manage Outlook calendar events including recurring meeting changes with user approval.·06-03 Meeting: Crimson IT Vision, AI, and Project UpdatesCrimson IT
Schedule 30-60 minute session between Speaker 21 and Speaker 11 to discuss AI governance challenges and co-create solutionsSpeaker 21 and Speaker 11recP7juqqC9GdIAIhhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recP7juqqC9GdIAIhNEST:Meeting:recP7juqqC9GdIAIh:loop1Jun 5, 2026May 27, 2026Action item from meeting close; a potential sub-session for broader group interest may also be organized.·05-27 Weekly Meeting: AI Community of Practice - Wins, Challenges, and GovernanceCrimson IT
Create and send AI Foundry SOW with quote to AvalonAvalonrec5zjOOKgDsMgRaZhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5zjOOKgDsMgRaZNEST:Meeting:2026-06-04-Crimson:avalon-sowJun 5, 2026Jun 4, 2026Jun 20, 2026Create SOW for AI Foundry project building internal chat client with SharePoint document database. Azure AI Foundry supports both Claude and OpenAI. Training Michael included, but building out is separate additional cost.·06-04 Réunion: Claude Integration, AI Foundry SOW, and Web Server Security/Pen TestAvalon
Assign owner and activate ADT access control and alarm system at 2594 Doctor BarrowADTrecsGwxzzKW0u8cJnhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recsGwxzzKW0u8cJnNEST:Meeting:recsGwxzzKW0u8cJn:loop1Aug 4, 2026Aug 4, 2026Aug 11, 2026System has never been active at that location; Robert resent related information on 2026-08-03; no responsible owner or completion date was confirmed in the meeting.·08-04 Weekly Meeting: IT Infrastructure Upgrades and Budget SubmissionCrimson IT
Set up pilot environment for primary contact by August 19, 2026Clientrec8nDr78afGqY5F5https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8nDr78afGqY5F5NEST:Meeting:rec8nDr78afGqY5F5:loop3Aug 12, 2026Aug 12, 2026Aug 19, 2026Pilot scope includes security validation, document creation, template population, and quality control testing.·08-12 Consultation: Microsoft Copilot and Claude AI RolloutCrimson IT
Confirm whether marketing-updated training videos will be ready before Thursday and set fallback deadlineMarketingrecpLIQUge3kJbjLGhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpLIQUge3kJbjLGNEST:Meeting:recpLIQUge3kJbjLG:loop3Aug 29, 2026Aug 28, 2026Sep 2, 2026If videos are not ready, Stuart receives blanket access to the training file location as fallback.·08-28 Meeting: Microsoft 365 Copilot Training Schedule and ContentCrimson IT
Define and execute plan to reassign document ownership from 20-26 disabled accounts to unblock safe account deletionSCHARP IT / Google Workspace adminrecojbtlTTnzr8Zvyhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recojbtlTTnzr8ZvyNEST:Meeting:recojbtlTTnzr8Zvy:loop9Jun 6, 2026Jun 1, 2026Jun 15, 2026Disabled accounts still own shared documents actively used by staff. Requires inventory, ownership mapping, and bulk transfer before accounts can be deleted. Training alone does not resolve this.·06-01 会议: Access, MFA Rollout, IT Ticket Metrics, Training, Box Migration, Power BI LicensingSCHARP
Finalize and distribute training itinerary by weekend or Monday before sessionsJulierecpLIQUge3kJbjLGhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpLIQUge3kJbjLGNEST:Meeting:recpLIQUge3kJbjLG:loop5Aug 29, 2026Aug 28, 2026Aug 31, 2026Itinerary should include exact Friday start time, links, any extended duration, session objectives, and note that some content may be repeated for foundational learners.·08-28 Meeting: Microsoft 365 Copilot Training Schedule and ContentCrimson IT
Define how IT survey feedback will be analyzed and translated into specific actionsAbilityFirstrecnGmvrI2JvGuX7rhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recnGmvrI2JvGuX7rNEST:Meeting:recnGmvrI2JvGuX7r:loop3Jun 6, 2026May 27, 2026No analysis plan or action framework was discussed in the meeting; flagged as an open gap.·05-27 Weekly Meeting: BOS Development, IT Survey, and Believe First EngagementAbility First
Update on-call roster to remove former members Paul and Dirk, confirm Kobe as primary and Jesse as backup, and retain RayInternalrecsPnSDOrdlAHHFUhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recsPnSDOrdlAHHFUNEST:Meeting:recsPnSDOrdlAHHFU:loop3Aug 12, 2026Aug 7, 2026The roster currently includes former team members Paul and Dirk. Ray remains on the roster for a specific recalled reason. No single owner was explicitly assigned for this cleanup task.·08-07 Meeting: On-Call Schedule, System Access & Answer Connect FeaturesCrimson IT
Pull Adobe transactions now that account email has been corrected and attach receiptsAdobe reprec144SefljpgLjzFhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec144SefljpgLjzFNEST:Meeting:rec144SefljpgLjzF:loop2Aug 12, 2026Aug 11, 2026Aug 12, 2026Adobe account was on the wrong email; rep confirmed the fix, so receipts should now be accessible.·08-11 Meeting: Concur Expense Report Cleanup, Missing Receipts Access, Amazon/Program Allocations, Department/Class Charging, Itemization Workflow, Concur Billing via Salesforce, Scheduling SupportCrimson IT
Address plan and timeline for enabling Copilot for remaining usersSpeaker 2rec6OeUk3MXxJr27Ihttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec6OeUk3MXxJr27INEST:Meeting:rec6OeUk3MXxJr27I:loop7Jul 23, 2026Jul 23, 2026Raised during meeting but not scheduled or actioned; needs follow-up to ensure full rollout.·07-23 Meeting: VPN Outage, Training Distribution, Python Enablement, Usage Review, and Monthly CadenceCrimson IT
Schedule Avalon kickoff meeting for next weekAvalonrecIyEd6oVMfYYHQWhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIyEd6oVMfYYHQWNEST:Meeting:recIyEd6oVMfYYHQW:loop1Jul 21, 2026Jul 21, 2026Jul 25, 2026A new kickoff meeting needs to be booked for the week of July 28; current Avalon touchpoints include Julius on July 24 and follow-up with Vance and Mike.·07-21 Weekly Meeting: Client Project Updates and Internal ProcessesCrimson IT
Obtain leadership approval from Pete and Anzor on granting Sherweb Azure roles for PEC and supportPete and AnzorrecChIr7XnKuJ1Manhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recChIr7XnKuJ1ManNEST:Meeting:recChIr7XnKuJ1Man:loop0Jun 16, 2026Jun 16, 2026Anton stated access decisions require leadership approval before implementation can proceed; April confirmed Pete's approval is needed.·06-16 会议: Azure PEC Access and Roles - Sherweb Collaboration and Conditional Access StrategyCrimson IT
Reply to client email explaining no-charge adjustment and service change billing impactMs. Raahi (Charl or Russell)recOzVtx1w8aIuVvfhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recOzVtx1w8aIuVvfNEST:Meeting:recOzVtx1w8aIuVvf:loop2Jun 5, 2026Jun 3, 2026Jun 5, 2026Christi will reply to April's follow-up email to clarify the one-hour no-charge adjustment from Gabby's training entries and the effect of Marvin's February 11 service type switch.·06-03 Meeting: Invoice Discrepancy and Client Communication — Ms. Raahi, Service Change, No-Charge AdjustmentsCrimson IT
Determine the plan for the laps with AngieAngierecFqnViYIdqthfZchttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recFqnViYIdqthfZcNEST:Meeting:recFqnViYIdqthfZc:loop1Aug 25, 2026Aug 25, 2026Aug 26, 2024A follow-up item regarding the laps with Angie was flagged for tomorrow; no additional context provided.·08-25 Operational Incident: Dual-Task Multitasking—Employee Transport Coordination and Copilot Cost-Alert ReconfigurationCrimson IT
Confirm final project extension dates and July handoff timelineProject teamrecLYNISvaG7ky8N5https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLYNISvaG7ky8N5NEST:Meeting:recLYNISvaG7ky8N5:loop6Jun 5, 2026Jun 4, 2026Office closed July 3; handoff may shift to July 6 or 7. Exact dates not yet confirmed.·06-04 Weekly Meeting: Copilot Sensitivity Labels, Project Schedule, Pilot TrainingCrimson IT
Client champions to schedule and document redundancy tests for clients with redundant circuitsClient championsrecUd7YgZ6lDahPschttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUd7YgZ6lDahPscNEST:Meeting:recUd7YgZ6lDahPsc:loop4Jun 17, 2026Jun 17, 2026Prompted by AbilityFirst incident; Pete asked champions to verify failover works for all redundant-circuit clients·06-17 Weekly Meeting: All-Hands Updates, Cybersecurity, and AI TrainingCrimson IT
Add Microsoft 365 as a connector in Claude routines configurationSpeaker 3rec9VJ2CyNOISM0kPhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9VJ2CyNOISM0kPNEST:Meeting:rec9VJ2CyNOISM0kP:loop1Jul 23, 2026Jul 23, 2026Identified during routine configuration walkthrough; M365 connector missing and needs to be added to enable Outlook-based routine triggers·07-23 AI Tools Training: Copilot, Claude, and PlaudCrimson IT
Send step-by-step reference guide and training recording to all AbilityFirst staffAbilityFirst StaffrecYrCeTFw9e6NEEyhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recYrCeTFw9e6NEEyNEST:Meeting:recYrCeTFw9e6NEEy:loop0Jun 5, 2026May 19, 2026May 22, 2026Reference guide to be refined after Thursday repeat session before final distribution; recordings also included.·05-19 Training: Microsoft Excel and Microsoft 365 File Management for AbilityFirst Staff (HIPAA-Compliant Collaboration)Ability First
Confirm whether the co-work feature can be enabled for Alere and submit request if desiredAlererecZiCUzl0Tgx8SNrhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recZiCUzl0Tgx8SNrNEST:Meeting:recZiCUzl0Tgx8SNr:loop1Aug 5, 2026Aug 5, 2026The co-work feature is not currently enabled for Alere but can be requested; future integrations with tools like Asana and Canva were noted as possibilities.·08-05 Lecture: Microsoft Copilot Training — Outlook, Word, Excel, Agents, and Data SecurityAlere
Firewall client refund to complete processing by July 31, 2026Firewall clientrecUZoiJnxOPXQiJmhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUZoiJnxOPXQiJmNEST:Meeting:recUZoiJnxOPXQiJm:loop2Jul 28, 2026Jul 28, 2026Jul 31, 2026Refund approved and processing; project expected to close by July 31, 2026.·07-28 Meeting: ISP Discounts, Client Project Status, Alere Training Schedule, and RMM MigrationCrimson IT
Send updated strategic plan document to AbilityFirstAbilityFirst ELTrecftHYXSc5MProM7https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recftHYXSc5MProM7NEST:Meeting:recftHYXSc5MProM7:loop3Aug 19, 2026Aug 18, 2026Action item captured in meeting; no specific date set. Monti handling during Christi's absence.·08-18 Meeting: LastPass Organizational Setup, Licensing Quote (25 Users), Budget for Security Keys and BenefitsAbility First
Establish interim AI usage best-practices guideline and review process to mitigate AI fabrication risksInternalrecLfjjFlVaD0Qjpihttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLfjjFlVaD0QjpiNEST:Meeting:recLfjjFlVaD0Qjpi:loop8Jun 5, 2026Jun 3, 2026Anzor cited a real instance of AI agent fabricating information and indicated he is changing his approach; no formal company-wide policy was established during the meeting.·06-03 Meeting: Crimson IT Vision, AI, and Project UpdatesCrimson IT
Respond to Sergio's August 5 email about Starlink acknowledging receipt, summarizing status, and noting next step is waiting on GregSergioreceg7PXt0LczdiyHhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/receg7PXt0LczdiyHNEST:Meeting:receg7PXt0LczdiyH:loop0Aug 12, 2026Aug 10, 2026Aug 10, 2026Response was delayed pending Greg's availability; needs to go out promptly as part of the over-communication approach required for this stakeholder group.·08-10 Weekly Meeting: Communication Strategy and Starlink Follow-upCrimson IT
Clarify client's engagement with external AI tutor and define scope boundaries to avoid overlap and mixed messagingClientrecvuehLtUAqIawgohttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvuehLtUAqIawgoNEST:Meeting:recvuehLtUAqIawgo:loop5Jun 18, 2026Jun 16, 2026Jun 18, 2026Client is working with an external tutor for AI prompt training; separate reporting engagement also exists; internal alignment needed before engaging client.·06-16 Weekly Meeting: Project Misalignment, Scope Confusion, and Billing IssuesCrimson IT
Evaluate Christi request to upload Anzor AI training videos to YouTube and embed on websiteAprilrecHLIfFrzBB6mdnShttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHLIfFrzBB6mdnSNEST:Meeting:recHLIfFrzBB6mdnS:loop8Aug 28, 2026Aug 28, 2026Request is paused pending approval flow implementation; raw files would go to YouTube first then be embedded on the site·08-28 Pulong: Pamamahala sa Marketing, Proseso ng Pag-apruba, at Pagsusuri ng GastosCrimson IT
Send all training recordings, transcripts, presentations, and guidebooks to clientPECrec1IOTC5qHo0zSaHhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1IOTC5qHo0zSaHNEST:Meeting:rec1IOTC5qHo0zSaH:loop0Aug 13, 2026Aug 13, 2026Aug 14, 2026Christi committed to delivering all Copilot training materials by end of day August 14, 2026.·08-13 Meeting: Copilot Adoption, Co-Work Cost Decision, Security Compliance, Training Schedule, and Technical IssuesCrimson IT
Notify users with laptops needing reboots due to driver patch policy and prompt restartsAntonrecpEEPiyRjT475eKhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpEEPiyRjT475eKNEST:Meeting:recpEEPiyRjT475eK:loop1Aug 27, 2026Aug 26, 2026Aug 27, 2026New patch management policy for Crimson IT drivers is active; affected users to be notified.·08-26 Daily Meeting: Cybersecurity, Project Updates, and TrainingCrimson IT
Alere user count, 67 versus 45Giancarlo Foppiano2026-06-04-Alere-PM1NEST:Meeting:2026-06-04-Alere-PM1:user-count-67-45Jun 4, 2026Jun 5, 2026Jun 15, 2026RESOLVED 2026-06-05: Alere user count confirmed at 45. The original quote scope of 45 stands. CW ticket 946118 (Enable Copilot for Full User Population) still reads 67 and should be corrected to 45.·
Schedule staff-wide Copilot training in the first week of September and send invitationsClientrecNdFyS6wgrYzNTchttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recNdFyS6wgrYzNTcNEST:Meeting:recNdFyS6wgrYzNTc:loop3Aug 5, 2026Aug 5, 2026Aug 11, 2026Originally planned for the week of August 24; rescheduled to approximately September 3 or 4 due to conflicts.·08-05 Meeting: AI Policy and Copilot RolloutCrimson IT
Confirm Saturday work availability with onsite stakeholdersOnsite stakeholdersrectJB62MnATg718nhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rectJB62MnATg718nNEST:Meeting:rectJB62MnATg718n:loop5Jun 6, 2026May 21, 2026May 26, 2026Saturday work is permitted if needed but formal confirmation with onsite stakeholders has not been documented yet.·05-21 Project Coordination Meeting: Deposit Status, Onsite Schedule, AP Placement, and Boom Lift LogisticsCrimson IT
Christi to contact Telesystems regarding their invoicesTelesystemsrec8E6rx1lwsnG39ohttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8E6rx1lwsnG39oNEST:Meeting:rec8E6rx1lwsnG39o:loop3Jul 21, 2026Jul 21, 2026Telesystems invoice handling is being transitioned to Christi as part of broader billing workload shift.·07-21 Meeting: Invoice and Billing Process ReviewCrimson IT
Secure Ansar's approval to increase Thread plan cost by $20 per monthPeterec9dySlzFSalkMRehttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9dySlzFSalkMReNEST:Meeting:rec9dySlzFSalkMRe:loop6Jun 5, 2026May 20, 2026Pete is responsible for obtaining Ansar's sign-off; required before expanded Thread features can be fully activated·05-20 Governance and Access Fixes for ConnectWise and Thread: Mentorship, Board Visibility, and Controlled Feature Re-enablementCrimson IT
Decide on specific AI tools to be formally evaluated and approved by leadershipSCHARPrecjs1c7LuV45nonRhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjs1c7LuV45nonRNEST:Meeting:recjs1c7LuV45nonR:loop7Aug 31, 2026Aug 31, 2026No formal evaluation or decision-making process established during meeting; to be addressed in the proposed Dr. Barber meeting.·08-31 Meeting: AI Policy Formalization, Project Closures, and Google-to-Microsoft Migration PlanSCHARP
Follow up with ConnectWise team on May 20 to unblock Phase One agreement building automationConnectWiserecTW8iL4t7kIdNQNhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recTW8iL4t7kIdNQNNEST:Meeting:recTW8iL4t7kIdNQN:loop5Jun 5, 2026May 19, 2026May 20, 2026April's rock on Phase One agreement automation is off track due to scheduling difficulties with ConnectWise; marketing meeting on May 20 is the next touch.·05-19 Weekly Meeting: Personnel, Project Updates, and Operational MetricsCrimson IT
Monitor iPhone availability and cost versus free Android alternative to inform final device decisionClient - College to Career ProgramrecWxKB1kJ5e41L28https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recWxKB1kJ5e41L28NEST:Meeting:recWxKB1kJ5e41L28:loop0Aug 27, 2026Aug 27, 2026Sep 10, 2026Vendor offers Androids free while iPhones are expensive and have stock issues; client strongly prefers iPhones to preserve iMessage and FaceTime workflows with students·08-27 Consultation: IT Needs for College to Career ProgramCrimson IT
Deploy Claude desktop app to Cotsen staffCotsen staffrecE5lYsJEUv0JP3Phttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recE5lYsJEUv0JP3PNEST:Meeting:2026-05-22-AI-Training:claude-desktop-deployJun 5, 2026May 22, 2026Jun 20, 2026Desktop app with file access to be deployed; skills/features to be covered in advanced training.·05-22 Training: Enterprise Adoption of Microsoft Copilot, Anthropic Claude, and CoWork for Secure ProductivityCotsen Foundation
Assess VM sizing and costs for planned Ollama or open-weight deployments and set model selection and monitoring guidelines to avoid overagesInternal / ITrecHGtxxQXiacQcbAhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHGtxxQXiacQcbANEST:Meeting:recHGtxxQXiacQcbA:loop6Aug 11, 2026Aug 5, 2026Azure VM costs for mid-tier Llama reached $800-$1,000/month as of Feb 2026; formal sizing and guardrails are needed before any enterprise deployment.·08-05 Meeting: AI Industry Developments, Enterprise Strategy, and AdoptionCrimson IT
Issue 50% progress invoice prior to continuing work per Pete's directive and coordinate timing with kickoffClientrecvuehLtUAqIawgohttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvuehLtUAqIawgoNEST:Meeting:recvuehLtUAqIawgo:loop3Jun 18, 2026Jun 16, 2026Jun 17, 2026Billing terms require 50% upfront before work starts; kickoff and scope confirmation are still pending, creating billing timing risk.·06-16 Weekly Meeting: Project Misalignment, Scope Confusion, and Billing IssuesCrimson IT
Anton's team to activate insider threat monitoring and deleted file/folder tracking for all users by Monday July 27 2026Anton's teamreckUEA35i9cj6nc2https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckUEA35i9cj6nc2NEST:Meeting:reckUEA35i9cj6nc2:loop1Jul 24, 2026Jul 24, 2026Jul 27, 2026Engagement not yet confirmed; Anton's team has not been formally briefed as of the meeting date.·07-24 Meeting: Eversave Upgrade, Litigation Hold, Insider Threat Monitoring, and ActiveTrack EvaluationCrimson IT
Customize and deliver SCHARP-specific ticketing one-pager with portal link; determine print quantities and distributionSpeaker 3recPo1yFNTGLRukdFhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPo1yFNTGLRukdFNEST:Meeting:recPo1yFNTGLRukdF:loop1Aug 27, 2026Aug 26, 2026SCHARP includes Crimson help desk cards in new-hire folders and has run out; 57-58% turnover rate makes ongoing supply critical. Speaker 3 has an editable template ready to customize.·08-26 Meeting: Marketing Collateral, Content Strategy, and SEOCrimson IT
Roll out AI chat support tool (Georgie) to Scharp employeesScharprecxXgNKdQaaTLypzhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recxXgNKdQaaTLypzNEST:Meeting:recxXgNKdQaaTLypz:loop3Jun 6, 2026May 21, 2026Jun 4, 2026Georgie is live for AbilityFirst in Teams now; Scharp rollout expected within a few weeks of 05-21.·05-21 Lecture: Excel Basics - File Safety, Data Organization, and FormulasCrimson IT
Send project plan document and related documents to Alere for verification and collaborative editsGiancarlo FoppianorecUG4tH7Dzlmyel8https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUG4tH7Dzlmyel8NEST:Meeting:recUG4tH7Dzlmyel8:loop2Jun 5, 2026May 21, 2026May 23, 2026Documents to be shared for review before work begins on Phase 1.·05-21 Meeting: Microsoft 365 Copilot Readiness and DeploymentAlere
Add Ability First access system instructions to D2L once access is confirmedAbility FirstrecLfjjFlVaD0Qjpihttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLfjjFlVaD0QjpiNEST:Meeting:recLfjjFlVaD0Qjpi:loop2Jun 5, 2026Jun 3, 2026Former Ability First employee wiped badge access controls on June 2, 2026; Crimson now manages user access and documentation must be added to D2L pending access confirmation.·06-03 Meeting: Crimson IT Vision, AI, and Project UpdatesCrimson IT
Crimson Team to pull non-profit pricing for Power BI licenses and provide to Jennifer CJennifer CrecojbtlTTnzr8Zvyhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recojbtlTTnzr8ZvyNEST:Meeting:recojbtlTTnzr8Zvy:loop3Jun 6, 2026Jun 1, 2026Jun 5, 2026Christi will have admin team research non-profit pricing. Christi also needs to ask Pratt for the specific Power BI license SKU required.·06-01 会议: Access, MFA Rollout, IT Ticket Metrics, Training, Box Migration, Power BI LicensingSCHARP
Coordinate with marketing to confirm editing and publishing timeline for training videosMarketing teamrec32DeB1WJLrWFn3https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec32DeB1WJLrWFn3NEST:Meeting:rec32DeB1WJLrWFn3:loop1Aug 27, 2026Aug 27, 2026Recordings for Power Automate, Copilot, and other topics are complete and awaiting marketing edits before publishing to the Crimson IT website.·08-27 Meeting: Training Plans, Copilot Usage, and SchedulingCrimson IT
Contact Shane at Ability First to get the correct name or location of the AF_supervisors distribution listShane (Ability First)recay76Y3OxLl0Jlxhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recay76Y3OxLl0JlxNEST:Meeting:recay76Y3OxLl0Jlx:loop0Jun 18, 2026Jun 18, 2026Jun 19, 2026Christi could not locate the AF_supervisors distribution list via Microsoft Entra or Exchange admin centers and paused the tutorial pending clarification from Shane who made the original request·06-18 Lecture: Managing Microsoft Distribution ListsCrimson IT
Confirm Alere Phase 5 close dates (approximately July 6 to 7)Christi / calendar2026-06-04-Alere-PM1NEST:Meeting:2026-06-04-Alere-PM1:phase5-datesJun 4, 2026Jun 4, 2026Jun 15, 2026Phase 5 extension approved in principle. Revised target July 6 to 7 because Alere is closed July 3 and July 4 is a Saturday. Christi to recheck the calendar and confirm final dates with Alere.·
Record initial modules for Claude and ChatGPT programs and deliver to StephanieStephanierecZpSrtRv4MOh7JEhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recZpSrtRv4MOh7JENEST:Meeting:recZpSrtRv4MOh7JE:loop3Aug 25, 2026Aug 24, 2026Claude and ChatGPT module recording is planned after Copilot modules are complete; no firm date set.·08-24 Training Strategy Pivot from Live Sessions to Asynchronous Modules Due to No Client AttendanceCrimson IT
AF IT survey: send reminder email to increase responsesAbility First staffrecDw2MWNAtdUvESqhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDw2MWNAtdUvESqNEST:Meeting:2026-06-01-Crimson:af-survey-reminderJun 5, 2026Jun 1, 2026Jun 5, 202616 responses so far, avg rating 4.13. Plan to send reminder email. Share links with Pete and Olivia.·06-01 Weekly Meeting: Vacation Approvals, Client Updates, Camp Project Status, and CoWork Training PlanAbility First
Investigate ticket number from Olivia regarding 28-page PDF vulnerability ticketsOliviarecfcJqXvaowYzhDBhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfcJqXvaowYzhDBNEST:Meeting:recfcJqXvaowYzhDB:loop0Jun 5, 2026May 19, 202657 elimination of vulnerability tickets consisting of 28-page PDFs with no explanation or training provided to the team·05-19 Team Sync on Workload, Management, and ToolingCrimson IT
Establish a validation workflow for Researcher and Analyst agent outputsInternal stakeholdersreccYmeDbTx5pyvq3https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reccYmeDbTx5pyvq3NEST:Meeting:reccYmeDbTx5pyvq3:loop3Aug 18, 2026Aug 14, 2026No process was defined for who reviews AI-generated citations or quantitative outputs and what checks are performed before reliance.·08-14 Meeting: Copilot Training—Roles, KPI and Budget Analysis, Project Tracking, Sales Pipeline, HR, Advanced Agents (CoWork/Researcher/Analyst), Loop Collaboration, AutomationCrimson IT
Provide Erin with comprehensive list of all services and systems managed, including ISPs and phone systemsErinrecIgwoJuOn4vph3ehttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIgwoJuOn4vph3eNEST:Meeting:recIgwoJuOn4vph3e:loop3Jun 18, 2026Jun 18, 2026Jun 19, 2026List needed to prepare for internal vendor audit and budget meetings the following week; Crown Sierra and Green Street are no longer in operation and should be excluded.·06-18 Meeting: Vendor Quotes, Internet Redundancy, Contract Audit, and Invoice Follow-upsCrimson IT
Decide whether to suspend Verizon lines for employees on LOASergiorecX6S8NmPknD3zh6https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recX6S8NmPknD3zh6NEST:Meeting:recX6S8NmPknD3zh6:loop0Jul 21, 2026Jul 21, 2026Christi proposed suspending phone and laptop Verizon lines during LOA to save approximately $50 per user per month. No final decision was reached in this meeting.·07-21 Meeting: LOA Verizon Line Suspension, Cost Reduction, Device Updates, Employee Survey and Recognition ToolsCrimson IT
Document and implement AV/EDR exclusions recommended by Makibus vendor with security reviewMakibus vendorrec5sPHu1U9R8KlEthttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5sPHu1U9R8KlEtNEST:Meeting:rec5sPHu1U9R8KlEt:loop4Jun 5, 2026May 21, 2026Exclusions cannot be implemented until vendor responds; a security review and monitoring plan should accompany any exclusion changes.·05-21 IT Incident Review: Excel Load Failures Linked to Makibus/Capital IQ Add-ins and AV/EDR ExclusionsCrimson IT
Invite relevant team members to AI Basics training on August 14, 2026PECrec1IOTC5qHo0zSaHhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1IOTC5qHo0zSaHNEST:Meeting:rec1IOTC5qHo0zSaH:loop1Aug 13, 2026Aug 13, 2026Aug 14, 2026AI Basics training is more fundamental than the first Copilot session; Christi to send invites.·08-13 Meeting: Copilot Adoption, Co-Work Cost Decision, Security Compliance, Training Schedule, and Technical IssuesCrimson IT
Verify rogue access point with PS team and eliminate itAntonrecg2xpfFnMIRmxbGhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recg2xpfFnMIRmxbGNEST:Meeting:recg2xpfFnMIRmxbG:loop2Jun 5, 2026May 21, 2026May 30, 2026Team confirmed the access point belongs to them. Anton to coordinate with PS team to confirm and remove it. Physical access to the floor is currently restricted as a mitigating control.·05-21 Weekly Meeting: Security Remediation Plan and Product DecommissioningCrimson IT
Reinstall Makibus plugin on affected machines and verify Excel loads normallyChris Park, TJrec5sPHu1U9R8KlEthttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5sPHu1U9R8KlEtNEST:Meeting:rec5sPHu1U9R8KlEt:loop0Jun 5, 2026May 21, 2026Makibus appears partially installed and not matching documented troubleshooting states; full reinstall is the agreed next step to override the inconsistent state.·05-21 IT Incident Review: Excel Load Failures Linked to Makibus/Capital IQ Add-ins and AV/EDR ExclusionsCrimson IT
Olivia to enforce ticket hygiene by rejecting or returning any production-impacting work without a linked project and change requestOliviarecmFZ8nXXoHPBIWshttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmFZ8nXXoHPBIWsNEST:Meeting:recmFZ8nXXoHPBIWs:loop8Jun 19, 2026Jun 19, 2026Olivia previously warned that revoking global admin without tooling fixes would push password sharing; enforcement depends on the GDAP and Sinha pathway work being completed first.·06-19 Reasoning Note: Implementing GDAP and Enforcing Change Management to Address Operational Risks in Microsoft AdministrationCrimson IT
All team members to explore Empower training system and assigned courses then provide feedback to inform renewal decisionPeterecvaDro57o9jLHYkhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvaDro57o9jLHYkNEST:Meeting:recvaDro57o9jLHYk:loop0Jul 22, 2026Jul 22, 2026Empower is underutilized and represents a significant company expense; feedback is required before renewal decision can be made·07-22 Weekly Meeting: Team Updates, Cybersecurity, and Project Angel Food RenewalCrimson IT
Kelly and Sergio to install Meraki external antennas upon receiptKelly and SergiorecSCQt4n6V5H5VOGhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSCQt4n6V5H5VOGNEST:Meeting:recSCQt4n6V5H5VOG:loop4Jul 28, 2026Jul 28, 2026Meraki external antennas shipped on 2026-07-27; installation pending at camp.·07-28 Meeting: Telephony Platform Decision, PSTN Strategy, and Camp Connectivity (Starlink, SD‑WAN, Meraki)Crimson IT
Remove the Ignore Subscription setting item from the appWestwood Financialrecs0fqc5fvNu38e6https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recs0fqc5fvNu38e6NEST:Meeting:recs0fqc5fvNu38e6:loop3Aug 13, 2026Aug 13, 2026Christi noted this setting needs to be taken out of the current build.·08-13 Meeting: Westwood Financial Mail Intelligence App – Azure Deployment, Ada AI Triage, Security and Beta Resell PlanCrimson IT
Share photos and installation details via text to Gabby at 424-351-4583 during deploymentGabbyrechpI09UmOkwEy3Ghttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rechpI09UmOkwEy3GNEST:Meeting:rechpI09UmOkwEy3G:loop4Jun 5, 2026May 28, 2026Greg requested a direct contact method; Gabby confirmed calls, texts, and MMS photos are all supported on that line.·05-28 Weekly Meeting: Project Inventory and Wireless DeploymentCrimson IT
Shut down Serenity GPT environment and perform full cleanup including instance, API keys, and resource groupInternalrecg2xpfFnMIRmxbGhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recg2xpfFnMIRmxbGNEST:Meeting:recg2xpfFnMIRmxbG:loop1Jun 5, 2026May 21, 2026May 30, 2026Decision made to decommission Serenity GPT due to $200/month VM cost and competing internal product development. Decommission resolves approximately six moderate findings including 11, 15, 16, 17, 24.·05-21 Weekly Meeting: Security Remediation Plan and Product DecommissioningCrimson IT
Resolve CapEx expense type 193000 issue in ConcurSergiorecAOSqaLc6x4qizUhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAOSqaLc6x4qizUNEST:Meeting:recAOSqaLc6x4qizU:loop4Jul 21, 2026Jul 21, 2026The specific resolution for the CapEx expense type 193000 in Concur was not clarified during the meeting.·07-21 Weekly Meeting: Concur Expense Reports and IT Process ImprovementsCrimson IT
Clarify who provides the credit card if not billing through Crimson and who approves monthly Azure spendCaseyrecPRm8y5eG7ILaKchttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPRm8y5eG7ILaKcNEST:Meeting:recPRm8y5eG7ILaKc:loop1Jul 21, 2026Jul 21, 2026Jul 28, 2026Client-side authorization and spend approval owner not identified during meeting·07-21 Meeting: Inbox/Calendar Automation Application OverviewCrimson IT
Remove restricted boards for Maricar, set correct department and default board, and test Billing visibility; if still failing, delete and recreate by copying Jane's profileOliviarec9dySlzFSalkMRehttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9dySlzFSalkMReNEST:Meeting:rec9dySlzFSalkMRe:loop3Jun 5, 2026May 20, 2026Member type already changed from subcontractor to hourly; Billing still not visible, so department and board default correction is next step with profile recreation as fallback·05-20 Governance and Access Fixes for ConnectWise and Thread: Mentorship, Board Visibility, and Controlled Feature Re-enablementCrimson IT
Await service ticket to schedule on-site visit for Alere hardware delivery (Project 2729)AlererecrkTNKFtyvGHBmxhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrkTNKFtyvGHBmxNEST:Meeting:recrkTNKFtyvGHBmx:loop8Jul 28, 2026Jul 28, 2026Jul 29, 2026Hardware estimated to ship July 31; on-site scheduling depends on incoming service ticket for the July 29 delivery.·07-28 Weekly Meeting: Project Status Updates and Process CoordinationCrimson IT
Notify Ability First staff about new password reset policy and implementation timelineSpeaker 2recdwpBHMlZ1GOqxihttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdwpBHMlZ1GOqxiNEST:Meeting:recdwpBHMlZ1GOqxi:loop3Aug 11, 2026Aug 6, 2026Notification dependent on receiving SOP from Olivia and verifying contact list from Verizon·08-06 Weekly Meeting: Onboarding, Project Status, and Policy UpdatesCrimson IT
Schedule 30-minute alignment call with Kashif to confirm scope, examples delivery timeline, and expectations for next custom sessionKashifrecmObGfy4A3sOZZdhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmObGfy4A3sOZZdNEST:Meeting:recmObGfy4A3sOZZd:loop3Sep 2, 2026Sep 2, 2026Christi has acknowledged a prior mistake and apologized; clean proactive communication with Kashif is a credibility priority.·09-02 AI Training for Foundation Stalled by Lack of Specific Use CasesCrimson IT
Log 34-minute Pete meeting from Tue 7/28 - time not yet enteredPete BraitschJul 28, 2026Jul 28, 2026Jul 29, 2026Christi finished a 34-minute meeting with Pete on Tue 7/28, after the day's time had already been finalized at 8.47h. Not logged. To log: internal Crimson meeting counts as Crimson IT client work - company 250, workRole 14 CIO, workType 55 Admin, DoNotBill, no agreement. Land it on ticket 956831 (Crimson IT - Internal Ops standing catch-all, currently Working Issue Now) unless it warrants its own ticket. Odd-minute rule applies: log 33 or 37 minutes, not 34 or 35. That takes 7/28 to roughly 9.0h. Also sweep Sent and Outbox for anything else after ~3:40 PM on 7/28, plus the 5:00-5:30 EOD wrap block - all of it is currently unlogged.Raised by Christi directly at the end of the 7/28 session. Recorded in the session handoff as well.·
Enable MFA for Cisco AnyConnect on Meraki VPNInternalrecg2xpfFnMIRmxbGhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recg2xpfFnMIRmxbGNEST:Meeting:recg2xpfFnMIRmxbG:loop6Jun 5, 2026May 21, 2026May 30, 2026Current state: users log in with personal email and password with no MFA. Finding was identified as missed in the pen test report. Flagged as a priority task.·05-21 Weekly Meeting: Security Remediation Plan and Product DecommissioningCrimson IT
Verify June and August Concur invoices via Salesforce billing navigationSusannarec144SefljpgLjzFhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec144SefljpgLjzFNEST:Meeting:rec144SefljpgLjzF:loop8Aug 12, 2026Aug 11, 2026Aug 12, 2026Access path: top-right question mark > Contact Support > redirects to Salesforce; check Paid bills and status dropdowns for invoice lookup.·08-11 Meeting: Concur Expense Report Cleanup, Missing Receipts Access, Amazon/Program Allocations, Department/Class Charging, Itemization Workflow, Concur Billing via Salesforce, Scheduling SupportCrimson IT
Audit Setup Tables and Departments to align Admin and Finance role IDs and board defaultsOliviarec9dySlzFSalkMRehttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9dySlzFSalkMReNEST:Meeting:rec9dySlzFSalkMRe:loop1Jun 5, 2026May 20, 2026Billing board invisible to Olivia and Maricar due to misaligned department entries, role IDs, and restricted board settings following Ansar's undocumented structural changes·05-20 Governance and Access Fixes for ConnectWise and Thread: Mentorship, Board Visibility, and Controlled Feature Re-enablementCrimson IT
Monitor for any escalation from Doctor Barber regarding the team member's disclosed informationDoctor Barberrech7U8qZVXPISfjmhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rech7U8qZVXPISfjmNEST:Meeting:rech7U8qZVXPISfjm:loop0Jul 31, 2026Jul 31, 2026Manager committed to intervene immediately if Doctor Barber raises issues; situation requires ongoing watchfulness.·07-31 Manager's Proactive Political Risk Management to Ensure Team Psychological SafetyCrimson IT
Prepare September All Hands meeting transition to MiguelMiguelrecpEEPiyRjT475eKhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpEEPiyRjT475eKNEST:Meeting:recpEEPiyRjT475eK:loop10Aug 27, 2026Aug 26, 2026Sep 1, 2026Speaker 2 announced Miguel will facilitate the All Hands meeting in September.·08-26 Daily Meeting: Cybersecurity, Project Updates, and TrainingCrimson IT
Finalize EAP deliverables following the callEldridgerecF9uzIUXvGSGU9vhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recF9uzIUXvGSGU9vNEST:Meeting:recF9uzIUXvGSGU9v:loop2Jun 5, 2026May 19, 2026May 19, 2026Christi confirmed she would complete remaining EAP items after the meeting concluded.·05-19 Weekly Meeting: SEC Tabletop Exercise and EAP RequirementsEldridge Acre
Troubleshoot and repair the email categorization flow that recently stopped runningInternalrecDSmUMTkSZu0ibDhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDSmUMTkSZu0ibDNEST:Meeting:recDSmUMTkSZu0ibD:loop2Aug 27, 2026Aug 25, 2026Aug 25, 2026An existing Power Automate flow that categorizes emails by sender domain has stopped functioning and needs diagnosis and repair.·Training Session: Microsoft Power Automate Basics and AI IntegrationCrimson IT
Clarify overall ownership and timeline for Westwood Claude deployment resolutionWestwood / COO LaurenrecdwpBHMlZ1GOqxihttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdwpBHMlZ1GOqxiNEST:Meeting:recdwpBHMlZ1GOqxi:loop6Aug 11, 2026Aug 6, 2026Aug 7, 2026Claude targeted online by August 7, 2026 but stalled due to Microsoft code issues and deprioritization; Lauren is anxious and was missing the application despite being licensed·08-06 Weekly Meeting: Onboarding, Project Status, and Policy UpdatesCrimson IT
Obtain Dr. Barbara's signature on the ADT access control contractDr. Barbarareckwl9gCvCI6VCrChttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckwl9gCvCI6VCrCNEST:Meeting:reckwl9gCvCI6VCrC:loop3Aug 3, 2026Aug 3, 2026Aug 10, 2026Crystal and Jennifer C to follow up with Dr. Barbara directly regarding the outstanding ADT contract signature.·08-03 Weekly Meeting: IT Budget, Security Training, and Service TicketsCrimson IT
Finalize boom lift order and confirm delivery and pickup logistics for 2026-05-25Speaker 5rectJB62MnATg718nhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rectJB62MnATg718nNEST:Meeting:rectJB62MnATg718n:loop2Jun 6, 2026May 21, 2026May 22, 2026Boom lift scheduled for delivery and pickup on 2026-05-25. Risk that pickup occurs when team is not onsite. Options include adjusting the schedule or positioning the lift for accessible pickup without crossing grass. Weekly rental may be more cost-effective.·05-21 Project Coordination Meeting: Deposit Status, Onsite Schedule, AP Placement, and Boom Lift LogisticsCrimson IT
Confirm MX record and cutover strategy and document the approachSCHARPrecR8RRlrpvAsdnHKhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recR8RRlrpvAsdnHKNEST:Meeting:recR8RRlrpvAsdnHK:loop0Jun 16, 2026Jun 16, 2026Erin to review prior notes on MX record changes, evaluate dual-delivery feasibility, and produce a documented cutover plan before scheduling migrations.·06-16 Weekly Meeting: SCHARP Google-to-Microsoft Migration Scope and BillingSCHARP
Jessica to confirm chaperone coverage and contact details for the trip period starting January 1JessicareckeKueWACH0akbqhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckeKueWACH0akbqNEST:Meeting:reckeKueWACH0akbq:loop5Jun 6, 2026May 26, 2026Chaperone assignments and contacts are unconfirmed; this is a compliance and safety risk ahead of the January 1 start date.·05-26 Consolidating a Student Trip Plan: Eliminating Ambiguity and Establishing a Single Source of TruthCrimson IT
Share AI agents Hugo, April, Becker, and Seg with the teamCrimson Teamrecloi2BmwRQlO0Wihttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recloi2BmwRQlO0WiNEST:Meeting:recloi2BmwRQlO0Wi:loop0Jun 6, 2026May 18, 2026Christi demonstrated these agents during the meeting and committed to sharing access with attendees.·05-18 Weekly Meeting: AI Training and Client Report GenerationCrimson IT
SCHARP decision pending: Lorenzo Young termination security actionsJack Barbour / Apollo Diaz (SCHARP)SCHARP:DecisionLog:lorenzo-young-termination-securityJun 5, 2026Jun 5, 2026Jun 16, 2026ON HOLD per Christi 2026-06-05, revisit after vacation. Security actions tied to Lorenzo Young termination. [Prior: Decision Log Pending since 2026-04-23, awaiting SCHARP leadership.]·SCHARP
Finalize Cotsen AI usage policy after training feedback collectionSteve, Tyler (AI Committee)recE5lYsJEUv0JP3Phttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recE5lYsJEUv0JP3PNEST:Meeting:2026-05-22-AI-Training:cotsen-policy-finalizeJun 5, 2026May 22, 2026Jun 15, 2026AI committee (Steve, Tyler) will integrate feedback to finalize AI use policy for staff signatures. Draft exists, need revision post-training.·05-22 Training: Enterprise Adoption of Microsoft Copilot, Anthropic Claude, and CoWork for Secure ProductivityCotsen Foundation
Discuss higher-usage tier pricing for Claude beyond standard $25/month licenseClientrec8nDr78afGqY5F5https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8nDr78afGqY5F5NEST:Meeting:rec8nDr78afGqY5F5:loop8Aug 12, 2026Aug 12, 2026Aug 25, 2026Standard Claude license is $25/user/month with a five-user minimum; higher-tier pricing deferred for a future conversation.·08-12 Consultation: Microsoft Copilot and Claude AI RolloutCrimson IT
Document insider threat monitoring scope and develop employee communication or policy plan to protect company legallyEversavereckUEA35i9cj6nc2https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckUEA35i9cj6nc2NEST:Meeting:reckUEA35i9cj6nc2:loop4Jul 24, 2026Jul 24, 2026No formal documentation or employee notification plan was discussed during the meeting. Legal exposure risk identified if employees are not properly informed of monitoring policy.·07-24 Meeting: Eversave Upgrade, Litigation Hold, Insider Threat Monitoring, and ActiveTrack EvaluationCrimson IT
Formalize and communicate process for requesting company Claude access from AnzarAnzarrecloi2BmwRQlO0Wihttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recloi2BmwRQlO0WiNEST:Meeting:recloi2BmwRQlO0Wi:loop2Jun 6, 2026May 18, 2026Several attendees lacked company Claude subscriptions; a request process via Anzar was mentioned but not finalized or communicated.·05-18 Weekly Meeting: AI Training and Client Report GenerationCrimson IT
Finalize number of initial Copilot licenses and choose monthly vs. annual subscriptionClientrecNdFyS6wgrYzNTchttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recNdFyS6wgrYzNTcNEST:Meeting:recNdFyS6wgrYzNTc:loop4Aug 5, 2026Aug 5, 2026Sep 4, 2026Not finalized in the meeting; pilot starts with six users but broader licensing term and quantity remain open.·08-05 Meeting: AI Policy and Copilot RolloutCrimson IT
Confirm MSP CFO tool access and determine if it is still reliable for help desk cost calculationsPeterecXrPonImrGBAyLChttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recXrPonImrGBAyLCNEST:Meeting:recXrPonImrGBAyLC:loop2Jun 18, 2026Jun 16, 2026Christi believed she could still log in but was uncertain; Pete needs a confirmed answer on availability and accuracy.·06-16 Meeting: Avalon Help Desk Cost Estimation - Fully Burdened Hourly Rate and Burden Factor ValidationAvalon
Communicate Microsoft Loop migration plan for existing notebooks and projects to the teamTraining attendeesreccYmeDbTx5pyvq3https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reccYmeDbTx5pyvq3NEST:Meeting:reccYmeDbTx5pyvq3:loop4Aug 18, 2026Aug 14, 2026Microsoft has moved notebooks into Loop but no clear migration path or timeline was shared with the team during the session.·08-14 Meeting: Copilot Training—Roles, KPI and Budget Analysis, Project Tracking, Sales Pipeline, HR, Advanced Agents (CoWork/Researcher/Analyst), Loop Collaboration, AutomationCrimson IT
Christi to email attendees meeting notes and a sign-up link for upcoming Claude training classesVictoria and other attendeesrecPuMHMaaXcD0ZOUhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPuMHMaaXcD0ZOUNEST:Meeting:recPuMHMaaXcD0ZOU:loop1Aug 18, 2026Aug 14, 2026Follow-up email with training notes and registration link for future Claude training sessions.·08-14 Technical Training: Claude Data Backup, Multi-Device Sync, and Agent AutomationCrimson IT
Draft dual-track module outline covering Microsoft-only and Google-only AI workflows with 3-5 concrete tasks eachFoundationrecmObGfy4A3sOZZdhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmObGfy4A3sOZZdNEST:Meeting:recmObGfy4A3sOZZd:loop1Sep 2, 2026Sep 2, 2026Foundation staff are split roughly half Google Workspace, half Microsoft 365; separate workflow tracks are required to reflect each cohort's toolset.·09-02 AI Training for Foundation Stalled by Lack of Specific Use CasesCrimson IT
Vendor to resend ZeroOutages/Epic IO backup SD-WAN and Starlink service quotesVendor (telephony/circuit provider)recSCQt4n6V5H5VOGhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSCQt4n6V5H5VOGNEST:Meeting:recSCQt4n6V5H5VOG:loop1Jul 28, 2026Jul 28, 2026Jul 28, 2026ZeroOutages/Epic IO favored for backup with built-in VPN and 5G failover; prior backup costs were approximately $800 and $700/month.·07-28 Meeting: Telephony Platform Decision, PSTN Strategy, and Camp Connectivity (Starlink, SD‑WAN, Meraki)Crimson IT
Define structured plan to reduce open help desk ticket backlog from approximately 350PeterecUd7YgZ6lDahPschttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUd7YgZ6lDahPscNEST:Meeting:recUd7YgZ6lDahPsc:loop7Jun 17, 2026Jun 17, 2026Overtime was offered as a short-term measure but no formal backlog reduction plan was established·06-17 Weekly Meeting: All-Hands Updates, Cybersecurity, and AI TrainingCrimson IT
Address Azure configuration issues identified in pen test findings 14 and 23Internalrecg2xpfFnMIRmxbGhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recg2xpfFnMIRmxbGNEST:Meeting:recg2xpfFnMIRmxbG:loop12Jun 5, 2026May 21, 2026May 30, 2026Specific Azure configuration findings 14 and 23 require remediation as part of the broader security remediation plan.·05-21 Weekly Meeting: Security Remediation Plan and Product DecommissioningCrimson IT
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