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Identify and assign the internal owner (by role) responsible for performing Azure role assignments across client tenantsInternalrecChIr7XnKuJ1Manhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recChIr7XnKuJ1ManNEST:Meeting:recChIr7XnKuJ1Man:loop6Jun 16, 2026Jun 16, 2026—Anton holds global admin; role assignment ownership and request tracking process have not been formally defined.—·06-16 会议: Azure PEC Access and Roles - Sherweb Collaboration and Conditional Access Strategy—Crimson IT———
Decide which access path to grant Sherweb: Owner permissions or reduced roles (Quota Updater, Support Request Contributor, Reservations Administrator)SherwebrecChIr7XnKuJ1Manhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recChIr7XnKuJ1ManNEST:Meeting:recChIr7XnKuJ1Man:loop1Jun 16, 2026Jun 16, 2026—Two options were presented; decision is blocked pending leadership approval. Minimal roles preferred per shared security concerns.—·06-16 会议: Azure PEC Access and Roles - Sherweb Collaboration and Conditional Access Strategy—Crimson IT———
Audit current marketing collateral and propose refreshes; define owner and deadline for sales one-pager polish and standard sales deckSpeaker 1recPo1yFNTGLRukdFhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPo1yFNTGLRukdFNEST:Meeting:recPo1yFNTGLRukdF:loop7Aug 27, 2026Aug 26, 2026—Assets on Google Drive include pricing one-pager draft, employee photos, and booklets. Mike has a partially completed two-pager from his interim sales role. Clear ownership and deadline not yet established.—·08-26 Meeting: Marketing Collateral, Content Strategy, and SEO—Crimson IT———
Christi to process 50% progress bill for the Anderson project immediatelyAndersonrec23zda1BuSVmCQxhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec23zda1BuSVmCQxNEST:Meeting:rec23zda1BuSVmCQx:loop3Jun 16, 2026Jun 16, 2026Jun 16, 2026Client confirmed project is complete from their perspective. Billing split: 50% now, 50% after June 17 deployment.—·06-16 Weekly Meeting: Anderson Project Miscommunication & Process Improvement—Crimson IT———
Confirm VM specifications and hosting requirements for Jimbo 9000 and Avalon apps within Microsoft environmentClientrec3cqNF6Lq2sPTClhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec3cqNF6Lq2sPTClNEST:Meeting:rec3cqNF6Lq2sPTCl:loop9Jun 17, 2026Jun 17, 2026Jun 24, 2026VM scope is additive to the Jimbo 9000 quote; specifications needed to finalize quote update.—·06-17 Meeting: Cloud Teams SSO Rollout, Connector Setup, Licensing, and Training—Crimson IT———
Consult with Olivia to investigate MPath access request notification failures and explore enabling automatic course access for all usersInternalreccKnldZZWVo9iKQhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reccKnldZZWVo9iKQNEST:Meeting:reccKnldZZWVo9iKQ:loop2Aug 11, 2026Aug 6, 2026—Mark Victorino cannot access Project Delivery Basics course; pending requests not appearing on dashboard; last visible request was February; Pete no longer receives notifications, suspects spam or broken system—·08-06 Code Re-use Approval for Accelerated Client Project—Crimson IT———
Invite relevant team members to Power Automate training on August 25, 2026 at 2:00 PMPECrec1IOTC5qHo0zSaHhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1IOTC5qHo0zSaHNEST:Meeting:rec1IOTC5qHo0zSaH:loop2Aug 13, 2026Aug 13, 2026Aug 15, 2026Speaker 2 and others to be invited to the Power Automate training session.—·08-13 Meeting: Copilot Adoption, Co-Work Cost Decision, Security Compliance, Training Schedule, and Technical Issues—Crimson IT———
Send reminder email to Anderson Real Estate regarding their wishlistAnderson Real Estatereco1OYEEt2sRYkCchttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco1OYEEt2sRYkCcNEST:Meeting:reco1OYEEt2sRYkCc:loop8Jun 6, 2026May 19, 2026May 19, 2026Initial meeting occurred; team is waiting on Anderson's wishlist before proceeding with cloud team setup—·05-19 Weekly Meeting: Project Updates and AI Training—Crimson IT———
Initiate and accelerate migration to KnowBe4 for security awareness training within two monthsClientrecSQLOUvcdRCssglhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSQLOUvcdRCssglNEST:Meeting:recSQLOUvcdRCssgl:loop0Jun 18, 2026Jun 16, 2026Jun 30, 2026Current vendor Cyber Ready/Cyber Site Ready contract is ending; KnowBe4 to replace it. Transition should begin immediately including user enrollment and phishing simulations.—·06-16 Meeting: Phishing Incident Response and Security Stack Migration—Crimson IT———
Schedule advanced AI training session for Cotsen employees in the coming weeksCotsenrecD0jScwiu2pZjIYhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recD0jScwiu2pZjIYNEST:Meeting:recD0jScwiu2pZjIY:loop3Jun 5, 2026May 21, 2026—A follow-up advanced AI training was promised; employees should watch for the calendar invitation.—·05-21 Lecture: AI Training on Microsoft Copilot and Claude—Cotsen Foundation———
Build up the SCHARP knowledge base in HuduCrimson TeamrecfcJqXvaowYzhDBhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfcJqXvaowYzhDBNEST:Meeting:recfcJqXvaowYzhDB:loop3Jun 5, 2026May 19, 2026—SCHARP-specific knowledge base content needs to be created and populated in Hudu—·05-19 Team Sync on Workload, Management, and Tooling—Crimson IT———
Sergio to send security assessment presentation to relevant parties this weekSergiorecIyEd6oVMfYYHQWhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIyEd6oVMfYYHQWNEST:Meeting:recIyEd6oVMfYYHQW:loop8Jul 21, 2026Jul 21, 2026Jul 25, 2026Presentation has been created but not yet distributed; Sergio committed to sending it this week as part of upcoming security assessment planning.—·07-21 Weekly Meeting: Client Project Updates and Internal Processes—Crimson IT———
ITGlue to Hudu migration: revoke ITGlue access on 2026-06-01Internalrec0xEjV90Fc5qmBHhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec0xEjV90Fc5qmBHNEST:Meeting:2026-05-26-Crimson:itglue-revokeJun 5, 2026May 26, 2026Jun 1, 2026Client migrations done by 2026-05-29. Revoke ITGlue access on 2026-06-01. Must do full export/backup from ITGlue, ensure secure storage, notify security team.—·05-26 Weekly Meeting: Firewall Shipments, Migrations (ITGlue→Hudu, Gmail→Microsoft), AutoElevate, VoIP, and Project Scheduling—Crimson IT———
Investigate MRI API integration costs and availability including whether separate API fees applyMRIrecCcfh6qzAoSW169https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recCcfh6qzAoSW169NEST:Meeting:recCcfh6qzAoSW169:loop1Jun 18, 2026Jun 17, 2026Jun 18, 2026Christi has not recently verified MRI API cost structure; fee model directly affects project economics for the Base44 redeployment—·06-17 Base44 Project Review Blocked by Access Control; Focus Shifts to Architecture and Integration Strategy—Crimson IT———
Schedule and deliver upcoming 1.5-hour Power Automate and agent integration training sessionInternalrecIIHBbHy87aHgtehttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIIHBbHy87aHgteNEST:Meeting:recIIHBbHy87aHgte:loop8Aug 6, 2026Aug 6, 2026—Referenced during the Power Automate segment as a follow-on deeper-dive session; date not yet set.—·08-06 Lecture: Microsoft 365 Copilot Executive Training, Security Practices, and Automation Workflows—Crimson IT———
Decision needed on whether to forward unanswered jam queue calls to Answer Connect during business hoursInternalrecsPnSDOrdlAHHFUhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recsPnSDOrdlAHHFUNEST:Meeting:recsPnSDOrdlAHHFU:loop4Aug 12, 2026Aug 7, 2026Aug 10, 2026The idea was proposed but not finalized. Decision depends on cost and process information to be gathered from Answer Connect support and the August 10 rep meeting.—·08-07 Meeting: On-Call Schedule, System Access & Answer Connect Features—Crimson IT———
Resend updated invoice with project name and clearer labeling to MarkMarkrecbN63AmMRALUIgnhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbN63AmMRALUIgnNEST:Meeting:recbN63AmMRALUIgn:loop3Jun 16, 2026Jun 16, 2026—After edits are complete, the invoice should be resent and Mark should be informed of where the project reference appears.—·06-16 Weekly Meeting: Progress Invoice Clarity and Project Reference—Crimson IT———
Define and implement IT notification process when an employee goes on LOASergiorecX6S8NmPknD3zh6https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recX6S8NmPknD3zh6NEST:Meeting:recX6S8NmPknD3zh6:loop1Jul 21, 2026Jul 21, 2026—IT is currently not notified when employees go on LOA, resulting in missed equipment retrieval. FedEx return box method was suggested as a recovery option. No clear solution was finalized.—·07-21 Meeting: LOA Verizon Line Suspension, Cost Reduction, Device Updates, Employee Survey and Recognition Tools—Crimson IT———
Obtain Amazon receipts via Michelle's admin access and separate Possibilities program items purchased by JessicaMichellerec144SefljpgLjzFhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec144SefljpgLjzFNEST:Meeting:rec144SefljpgLjzF:loop5Aug 12, 2026Aug 11, 2026Aug 12, 2026Some Amazon charges belong to the Possibilities program and are not on the IT card; match by transaction amount using admin account access.—·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———
Address low security awareness training completion rates and high risk scoreAll Staffreckwl9gCvCI6VCrChttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckwl9gCvCI6VCrCNEST:Meeting:reckwl9gCvCI6VCrC:loop9Aug 3, 2026Aug 3, 2026Aug 10, 2026Risk score is 49 driven by email security and account hygiene; July completion at 43%, August at 8%; approximately 77% of staff have not started initial training; reminder email sent but a stronger follow-up plan is needed.—·08-03 Weekly Meeting: IT Budget, Security Training, and Service Tickets—Crimson IT———
Audit domain email authentication: verify SPF, enable DKIM with published keys, enforce DMARC with correct alignment and policyAnzors Security TeamrecXENau845ZgniAuhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recXENau845ZgniAuNEST:Meeting:recXENau845ZgniAu:loop1Jun 5, 2026Jun 1, 2026—Security Team must validate all legitimate senders are in SPF, DKIM is signed and aligned, and DMARC policy is enforced with correct From/Return-Path alignment—·06-01 Email Deliverability Failure Due to DMARC Authentication Misconfiguration—Crimson IT———
Apply new E5 licenses to all Belay users after vendor completes upgradeBelayrecwFJAOuWhEwIFTbhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recwFJAOuWhEwIFTbNEST:Meeting:recwFJAOuWhEwIFTb:loop2Jul 24, 2026Jul 24, 2026—License assignment to users is dependent on Charl completing the vendor-side upgrade first.—·07-24 Meeting: Belay E5 License Upgrade and Insider Threat Security Measures—Crimson IT———
Josh to begin beta testing Ada over weekend of August 8 to 9 and submit feature feedbackJosh - h5datacenters.comrec8Mxxdxc5y14y2ehttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8Mxxdxc5y14y2eNEST:Meeting:rec8Mxxdxc5y14y2e:loop6Aug 5, 2026Aug 5, 2026Aug 8, 2026Josh agreed to test app and send feature ideas and feedback by email or text as he uses it—·08-05 Consultation: Josh - AI Email Management Tool Demo—Crimson IT———
Tighten the one flagged Copilot security policy that was identified as needing adjustmentInternalrec32DeB1WJLrWFn3https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec32DeB1WJLrWFn3NEST:Meeting:rec32DeB1WJLrWFn3:loop4Aug 27, 2026Aug 27, 2026—One recommended Copilot security policy needs tightening but was noted as low priority; no alerts have fired to date.—·08-27 Meeting: Training Plans, Copilot Usage, and Scheduling—Crimson IT———
Decide where enterprise heuristics and policy metadata will live and how they integrate with RAG and MCPInternal stakeholdersrecHGtxxQXiacQcbAhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHGtxxQXiacQcbANEST:Meeting:recHGtxxQXiacQcbA:loop7Aug 11, 2026Aug 5, 2026—Group noted that ticky-tacky rules and heuristics may not fit cleanly in RAG; architecture decision is unresolved.—·08-05 Meeting: AI Industry Developments, Enterprise Strategy, and Adoption—Crimson IT———
Alere executive sponsor to provide additional blackout dates for end of June and mid-JulyAlere Executive SponsorrecUG4tH7Dzlmyel8https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUG4tH7Dzlmyel8NEST:Meeting:recUG4tH7Dzlmyel8:loop4Jun 5, 2026May 21, 2026May 28, 2026Month-end closing periods in late June and mid-July need to be confirmed to avoid change conflicts.—·05-21 Meeting: Microsoft 365 Copilot Readiness and Deployment—Alere———
Team to review new training system and provide feedback to inform renewal decisionInternal leadershiprecDvvBYv6DAUiiEvhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDvvBYv6DAUiiEvNEST:Meeting:recDvvBYv6DAUiiEv:loop2Jul 29, 2026Jul 29, 2026—No formal feedback process or deadline was established; renewal decision is pending team evaluation.—·07-29 Weekly Meeting: Cybersecurity Rollout, Training Compliance, Billing Deadlines, and AI Tool Usage—Crimson IT———
Avalon AI project: schedule training post-payment receivedGabby, Avalonrec0xEjV90Fc5qmBHhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec0xEjV90Fc5qmBHNEST:Meeting:2026-05-26-Crimson:avalon-ai-trainingJun 5, 2026May 26, 2026Jun 10, 2026ON HOLD (6/17/2026) per Christi: do NOT schedule training or any further Avalon AI project work until Avalon is current on ALL outstanding bills. Note: this project's Invoice #24042 is paid (5/28), but other Avalon bills remain unpaid. Training plan when resumed: 2-hour setup + user training; Gabby to be scheduled.—·05-26 Weekly Meeting: Firewall Shipments, Migrations (ITGlue→Hudu, Gmail→Microsoft), AutoElevate, VoIP, and Project Scheduling—Avalon———
Confirm SCHARP migration to Crimson remains on track and review next milestoneSCHARPrecqav79q399lX2k6https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recqav79q399lX2k6NEST:Meeting:recqav79q399lX2k6:loop2Jul 21, 2026Jul 21, 2026—Sergio confirmed SCHARP items migration to Crimson is on track; no specific next milestone date captured—·07-21 Team Operations Note: Balancing Administrative Debt with Strategic Progress and Personal Milestones—Crimson IT———
Olivia to raise with Pete the 57 vulnerability tickets lacking training and explanationOliviarecfcJqXvaowYzhDBhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfcJqXvaowYzhDBNEST:Meeting:recfcJqXvaowYzhDB:loop8Jun 5, 2026May 19, 2026—57 elimination of vulnerability tickets are 28-page PDFs with no accompanying explanation or training materials provided to staff—·05-19 Team Sync on Workload, Management, and Tooling—Crimson IT———
Evaluate and budget Verizon cellular coverage device (~$1,500) for 2027 CapExClient (CFO/budget owner)recSCQt4n6V5H5VOGhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSCQt4n6V5H5VOGNEST:Meeting:recSCQt4n6V5H5VOG:loop6Jul 28, 2026Jul 28, 2026—Verizon device targeted to improve camp-wide cellular coverage; to be included in next year's CapEx budget cycle.—·07-28 Meeting: Telephony Platform Decision, PSTN Strategy, and Camp Connectivity (Starlink, SD‑WAN, Meraki)—Crimson IT———
Define Azure architecture for the app including web app, database, authentication, and SSOIT/governance lead and EvanrecLj5aTVrCAnWsczhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLj5aTVrCAnWsczNEST:Meeting:recLj5aTVrCAnWscz:loop6Jun 5, 2026Jun 3, 2026Jun 15, 2026Architecture scoping to be included in SOW; needs to address RBAC, SSO, hosting cost benchmarked at approximately $150 per month based on Christi's comparable internal tool—·06-03 Consultation: Azure-Based Project Management App Migration and AI Governance for Construction—Crimson IT———
Create a brief client-facing explanation of progress billing to include with invoicesMikerecbN63AmMRALUIgnhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbN63AmMRALUIgnNEST:Meeting:recbN63AmMRALUIgn:loop6Jun 16, 2026Jun 16, 2026—Mike noted clients frequently ask what progress billing is and which project it covers; a standard explanation could reduce recurring questions but was not formally assigned.—·06-16 Weekly Meeting: Progress Invoice Clarity and Project Reference—Crimson IT———
Establish and communicate clear boundaries and expectations regarding the teen parent's responsibilities for their childFoster caregivers attending the lecturerecaTJRvQmMVaa0QPhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recaTJRvQmMVaa0QPNEST:Meeting:recaTJRvQmMVaa0QP:loop0Aug 24, 2026Aug 24, 2026—Caregivers are assigned to define and share household guidelines with the teenage mother in their care—·08-24 Lecture: Foster Care Support for Teenage Parents, Shared Responsibility Plan, Boundaries, Funding and Advocacy—Crimson IT———
Finalize Cotsen AI usage policy incorporating feedback gathered from these training sessionsCotsenrecD0jScwiu2pZjIYhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recD0jScwiu2pZjIYNEST:Meeting:recD0jScwiu2pZjIY:loop4Jun 5, 2026May 21, 2026—A draft AI usage policy is in development. Employee feedback from training sessions is being collected before the policy is finalized.—·05-21 Lecture: AI Training on Microsoft Copilot and Claude—Cotsen Foundation———
Review Copilot Module 1 for website readiness and provide feedback to Christi if neededStephanierecZpSrtRv4MOh7JEhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recZpSrtRv4MOh7JENEST:Meeting:recZpSrtRv4MOh7JE:loop4Aug 25, 2026Aug 24, 2026—Stephanie received Module 1 and is responsible for assessing whether it is ready to publish or requires changes.—·08-24 Training Strategy Pivot from Live Sessions to Asynchronous Modules Due to No Client Attendance—Crimson IT———
Prepare Virtual Machine Platform install instructions for CoWork trainingCrimson staffrecDw2MWNAtdUvESqhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDw2MWNAtdUvESqNEST:Meeting:2026-06-01-Crimson:vm-platform-instructionsJun 5, 2026Jun 1, 2026Jun 15, 2026CoWork requires Virtual Machine Platform. Pete noted most staff (90%) will not use Cloud Code, so start with CoWork. Christi to compile instructions and develop training videos/scripts.—·06-01 Weekly Meeting: Vacation Approvals, Client Updates, Camp Project Status, and CoWork Training Plan—Crimson IT———
Identify teen parent deficiencies and assemble a support team including therapist and parent partnerFoster caregivers attending the lecturerecaTJRvQmMVaa0QPhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recaTJRvQmMVaa0QPNEST:Meeting:recaTJRvQmMVaa0QP:loop2Aug 24, 2026Aug 24, 2026—Support team composition should be dynamic and tailored to observed gaps in the teen parent's capabilities—·08-24 Lecture: Foster Care Support for Teenage Parents, Shared Responsibility Plan, Boundaries, Funding and Advocacy—Crimson IT———
Create runbook for tabletop exercises with scenario templates and add to Hudu knowledge baseCrimson TeamrecwHsj2ZspJeHdcRhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recwHsj2ZspJeHdcRNEST:Meeting:recwHsj2ZspJeHdcR:loop2Jun 6, 2026Jun 2, 2026—Runbook to cover formatting, layout, and scenario selection tailored to client needs; stored in Hudu.—·06-02 Meeting: Tabletop Exercise Debrief, Smarsh Archival, Single Point of Failure—Crimson IT———
Anderson firewall replacement to proceed on rescheduled date of July 2, 2026AndersonrecUd7YgZ6lDahPschttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUd7YgZ6lDahPscNEST:Meeting:recUd7YgZ6lDahPsc:loop10Jun 17, 2026Jun 17, 2026Jul 2, 2026Firewall replacement was rescheduled from an earlier date to July 2, 2026—·06-17 Weekly Meeting: All-Hands Updates, Cybersecurity, and AI Training—Crimson IT———
Monitor Fix connector availability from Microsoft for potential Alere integrationMicrosoftrecc7MdNl4A0kVBV5https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recc7MdNl4A0kVBV5NEST:Meeting:recc7MdNl4A0kVBV5:loop3Aug 3, 2026Aug 3, 2026—No current Copilot connector exists for Fix; Microsoft is actively adding connectors and this was flagged as a future integration to watch—·08-03 Lecture: Microsoft 365 Copilot Workflows for Property Management and Accounting—Alere———
Share findings from deeper investigation and evidence of plugin conflicts with stakeholders after reinstall results are confirmedInternal stakeholdersrec5sPHu1U9R8KlEthttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5sPHu1U9R8KlEtNEST:Meeting:rec5sPHu1U9R8KlEt:loop3Jun 5, 2026May 21, 2026—Stakeholder notification is contingent on reinstall outcome; findings should include Capital IQ conflict evidence if discovered.—·05-21 IT Incident Review: Excel Load Failures Linked to Makibus/Capital IQ Add-ins and AV/EDR Exclusions—Crimson IT———
Escalate formal RACI proposal for invoice lifecycle to leadershipSpeaker 1rec56GA7NyUnrZDv8https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec56GA7NyUnrZDv8NEST:Meeting:2026-06-03-AF:raci-proposalJun 5, 2026Jun 3, 2026Jun 15, 2026Escalate formal RACI proposal for invoice lifecycle (Intake, Allocation, Concur Entry, Approval, Automation) to leadership for sign-off. Need formalizing process ownership and access to avoid blame cycles.—·06-03 Fixing the Governance Gap in Invoice Allocation and Payroll Controls: Clarify Ownership, Access, and RACI to Restore Credibility—Ability First———
Send AI survey to identify staff needs across agentic workflows vs. app buildingIT/governance leadrecLj5aTVrCAnWsczhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLj5aTVrCAnWsczNEST:Meeting:recLj5aTVrCAnWscz:loop2Jun 5, 2026Jun 3, 2026Jun 15, 2026Christi drafts survey after returning June 14-15; customer distributes internally to governance committee and power users—·06-03 Consultation: Azure-Based Project Management App Migration and AI Governance for Construction—Crimson IT———
Investigate and respond to ticket regarding LV telehealth platform usage and compliance monitoringInternal Staffreckwl9gCvCI6VCrChttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckwl9gCvCI6VCrCNEST:Meeting:reckwl9gCvCI6VCrC:loop4Aug 3, 2026Aug 3, 2026Aug 10, 2026Request made to ensure staff are actively using the LV telehealth platform; existing ticket to be reviewed.—·08-03 Weekly Meeting: IT Budget, Security Training, and Service Tickets—Crimson IT———
Team members to submit AI competition projects to AnzorAnzorrecvaDro57o9jLHYkhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvaDro57o9jLHYkNEST:Meeting:recvaDro57o9jLHYk:loop3Jul 22, 2026Jul 22, 2026—Anzor will create a review plan next week to select the winner—·07-22 Weekly Meeting: Team Updates, Cybersecurity, and Project Angel Food Renewal—Crimson IT———
Fix SharePoint email connection error noted in Claude routine statusSpeaker 3rec9VJ2CyNOISM0kPhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9VJ2CyNOISM0kPNEST:Meeting:rec9VJ2CyNOISM0kP:loop2Jul 23, 2026Jul 23, 2026—Routine status showed SharePoint email as inaccessible; needs reconnection to restore full routine functionality—·07-23 AI Tools Training: Copilot, Claude, and Plaud—Crimson IT———
Speaker 4 to inform Sue about the new urgent ticket alert system and confirm she understands itSpeaker 4recvwujaC4Ay1Ga5rhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvwujaC4Ay1Ga5rNEST:Meeting:recvwujaC4Ay1Ga5r:loop2Jun 18, 2026Jun 17, 2026—Sue is an initial recipient; her awareness and acknowledgment should be confirmed—·06-17 Meeting: Urgent Ticket Alerts – Notification System and P1 Noise Mitigation—Crimson IT———
Leadership to outline a formal process for addressing inappropriate conduct including reporting, accountability, and trainingCrimson Leadershiprec4qP29FKQRaL27Lhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec4qP29FKQRaL27LNEST:Meeting:rec4qP29FKQRaL27L:loop4Jun 5, 2026May 20, 2026—Anzor publicly apologized to Olivia for an inappropriate comment during a Jams escalation call; no formal process was defined during the meeting; AI flagged this as an unresolved item.—·05-20 Meeting: Leadership Change, IT Migration, and AI Initiative—Crimson IT———
Define feedback collection method and deadline for Empower renewal decisionPeterecvaDro57o9jLHYkhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvaDro57o9jLHYkNEST:Meeting:recvaDro57o9jLHYk:loop1Jul 22, 2026Jul 22, 2026—No specific deadline or collection channel was established during the meeting; AI flagged this as an open gap—·07-22 Weekly Meeting: Team Updates, Cybersecurity, and Project Angel Food Renewal—Crimson IT———
Send attendees additional tips and tricks for using Copilot and ClaudeCotsenrecD0jScwiu2pZjIYhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recD0jScwiu2pZjIYNEST:Meeting:recD0jScwiu2pZjIY:loop2Jun 5, 2026May 21, 2026—Christi committed to sending supplemental best-practice guidance after the training session.—·05-21 Lecture: AI Training on Microsoft Copilot and Claude—Cotsen Foundation———
Clarify whether HopSkipDrive remains available for school transportation now that Dawn is 18HopSkipDrive / Foster Care TeamrecQLPh3TVHCJ7yDehttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQLPh3TVHCJ7yDeNEST:Meeting:recQLPh3TVHCJ7yDe:loop5Aug 4, 2026Aug 3, 2026—HopSkipDrive eligibility may end at 18, which would complicate in-person school attendance logistics and affect which graduation path is feasible.—·08-03 Consultation: Dawn - High School Graduation Planning and Job Updates—Crimson IT———
Define governance for content uploads and template management including ownership, approval gates, and repository accessAprilrecHLIfFrzBB6mdnShttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHLIfFrzBB6mdnSNEST:Meeting:recHLIfFrzBB6mdnS:loop12Aug 28, 2026Aug 28, 2026—Covers Anzor AI training content, case studies, and PowerPoint templates; no clear owner or access policy currently exists—·08-28 Pulong: Pamamahala sa Marketing, Proseso ng Pag-apruba, at Pagsusuri ng Gastos—Crimson IT———
Stand up baseline n8n flow classifying Casey's inbound email and generating daily and midday top-hits summaries via Claude TeamsCaseyrecbNTVinRg9a64huhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbNTVinRg9a64huNEST:Meeting:recbNTVinRg9a64hu:loop1Jun 18, 2026Jun 18, 2026—Flow triggers on inbound email, routes to Claude for respond/delegate/informational/forwarded classification, and produces morning and midday digest summaries with color coding by client and urgency.—·06-18 Meeting Notes: Hybrid Outlook Copilot and Claude Automation for Email Prioritization, Follow-Ups, and Calendar Guardrails—Crimson IT———
Send DCFS information regarding foster care categories to TallyTallyrecQEKohaC3X6gTzvhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQEKohaC3X6gTzvNEST:Meeting:recQEKohaC3X6gTzv:loop6Aug 27, 2026Aug 25, 2026—Arose from personal discussion on foster parenting; Christi to share relevant DCFS category resources.—·08-25 AI Tool Training and Configuration for a Law Firm—Crimson IT———
Submit completed expense report to Michuan for approval and finalize after approvalMichuanrecAOSqaLc6x4qizUhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAOSqaLc6x4qizUNEST:Meeting:recAOSqaLc6x4qizU:loop1Jul 21, 2026Jul 21, 2026Jul 25, 2026After attaching all required receipts, Christi will submit the expense report to Michuan for approval.—·07-21 Weekly Meeting: Concur Expense Reports and IT Process Improvements—Crimson IT———
Confirm license activation and assign Copilot licenses to Colin, Mark, Jolie, Daniel, Sam, and Speaker 1; email confirmation to all sixClient usersrecElhY8BdZAgiTgvhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recElhY8BdZAgiTgvNEST:Meeting:recElhY8BdZAgiTgv:loop0Jun 18, 2026Jun 18, 2026Jun 19, 2026Licenses to be activated within approximately 24 hours of meeting; six total users confirmed—·06-18 Weekly Meeting: Copilot Deployment, Security Setup, and Training Plan—Crimson IT———
Send presentation slides to clientClientrec8nDr78afGqY5F5https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8nDr78afGqY5F5NEST:Meeting:rec8nDr78afGqY5F5:loop0Aug 12, 2026Aug 12, 2026Aug 19, 2026Slides from the August 12 consultation to be delivered before the pilot setup date.—·08-12 Consultation: Microsoft Copilot and Claude AI Rollout—Crimson IT———
Confirm Bravo maintains exactly two super admins and document the removal protocol if one departsInternalrecuFV37LCaY6Ms3qhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recuFV37LCaY6Ms3qNEST:Meeting:recuFV37LCaY6Ms3q:loop0Jun 16, 2026Jun 16, 2026—Christi elevated collaborator to super admin in Bravo alongside Robert as third stakeholder; operating policy is always two super admins to enable mutual removal without external dependency.—·06-16 Quiet Super Admin Redundancy to Stabilize Access Governance During Account Resets—Crimson IT———
Maggie to call vendor support every few days on 82 Homes firewall shipment status82 Homes / Firewall Vendorrec1aLHcveBOe8ReShttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1aLHcveBOe8ReSNEST:Meeting:rec1aLHcveBOe8ReS:loop0Jun 5, 2026May 19, 2026—Device shipment expected next week but parts are backlogged and vendor has provided limited information; escalation may be needed if delays persist—·05-19 Meeting: Project Status, Migrations, Security, and AI Rollouts—Crimson IT———
Determine viability of online or hybrid school enrollment as a parallel path for credit recovery alongside traditional high school negotiationDawn / School CounselorsrecQLPh3TVHCJ7yDehttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQLPh3TVHCJ7yDeNEST:Meeting:recQLPh3TVHCJ7yDe:loop4Aug 4, 2026Aug 3, 2026Aug 7, 2026Traditional path without summer school credits is unlikely to yield one-year graduation. Online or hybrid enrollment needs to be confirmed as a backup before the school meeting.—·08-03 Consultation: Dawn - High School Graduation Planning and Job Updates—Crimson IT———
Research pricing for Anker portable chargers (100W+) and portable monitors (MSI, ASUS, InnoView) for team of 30Client - College to Career ProgramrecWxKB1kJ5e41L28https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recWxKB1kJ5e41L28NEST:Meeting:recWxKB1kJ5e41L28:loop1Aug 27, 2026Aug 27, 2026Sep 3, 2026Client needs approximately 30 chargers for campus use and 2 portable monitors for remote work; estimated monitor range $69-$100, chargers unconfirmed—·08-27 Consultation: IT Needs for College to Career Program—Crimson IT———
Draft two case study blog posts: ISO 27001 multi-cloud win and private equity client remediation and AI security projectSpeaker 1recPo1yFNTGLRukdFhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPo1yFNTGLRukdFNEST:Meeting:recPo1yFNTGLRukdF:loop8Aug 27, 2026Aug 26, 2026—Mike provided leads: (1) ISO 27001 achievement for a client across Azure, Google, and Microsoft with Crimson leading DLP and IAM; (2) PE portfolio client where Crimson outperformed a large MSP using Microsoft Purview and secure AI training, with potential to present to the PE firm for broader opportunities.—·08-26 Meeting: Marketing Collateral, Content Strategy, and SEO—Crimson IT———
Reach out to Anzor to determine next steps for WineGuard file structure cleanup (Project 2588)Anzor at WineGuardrecrkTNKFtyvGHBmxhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrkTNKFtyvGHBmxNEST:Meeting:recrkTNKFtyvGHBmx:loop5Jul 28, 2026Jul 28, 2026Aug 4, 2026Next steps for the file structure cleanup are undefined pending a conversation with Anzor.—·07-28 Weekly Meeting: Project Status Updates and Process Coordination—Crimson IT———
Begin Phase 1 tenant readiness and security foundations activitiesAlererecUG4tH7Dzlmyel8https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUG4tH7Dzlmyel8NEST:Meeting:recUG4tH7Dzlmyel8:loop10Jun 5, 2026May 21, 2026Jun 1, 2026Phase 1 includes security audit validation, sensitivity and DLP label design, review of 22 app registrations, and conditional access policy review.—·05-21 Meeting: Microsoft 365 Copilot Readiness and Deployment—Alere———
Provide Mike with examples of Plaud integrations with other applicationsMikerecfg46EXxcLVUCRVhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfg46EXxcLVUCRVNEST:Meeting:recfg46EXxcLVUCRV:loop2Jul 24, 2026Jul 24, 2026—Mike requested Plaud integration examples to support the pitch of training and setup services to Lion's new CFO. This is deferred until after the Monti insider risk situation is resolved.—·07-24 Operational Realignment: Handling Client Insider Risk While Correcting Sales Communication for Lion CFO—Crimson IT———
Schedule follow-up meeting to finalize migration plan and timelinesSCHARPrecR8RRlrpvAsdnHKhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recR8RRlrpvAsdnHKNEST:Meeting:recR8RRlrpvAsdnHK:loop8Jun 16, 2026Jun 16, 2026—Meeting was paused to address the phone security incident; migration discussion to resume with a structured follow-up session once scope and cutover strategy are drafted.—·06-16 Weekly Meeting: SCHARP Google-to-Microsoft Migration Scope and Billing—SCHARP———
Collect client signature for service agreement expected this weekUnnamed upcoming project clientrecIyEd6oVMfYYHQWhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIyEd6oVMfYYHQWNEST:Meeting:recIyEd6oVMfYYHQW:loop7Jul 21, 2026Jul 21, 2026Jul 25, 2026Invoice posted and sent; client signature for service is the final pending step expected by end of week.—·07-21 Weekly Meeting: Client Project Updates and Internal Processes—Crimson IT———
Provide Katie with specific pricing to upgrade single user from E3 + E5 Security to full E5 licenseKatiereciYGOpnoUU2FjZphttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reciYGOpnoUU2FjZpNEST:Meeting:reciYGOpnoUU2FjZp:loop0Jul 24, 2026Jul 24, 2026—Current cost is $51/user/month (E3 + E5 Security add-on); full E5 is $60/user/month, net increase of $9/user/month. Christi committed to sending the specific single-user upgrade cost.—·07-24 Employee Data Monitoring and Security Consultation—Crimson IT———
Staff to contact Crimson IT help desk if OneDrive sync is not set up on their machinesAbilityFirst StaffrecYrCeTFw9e6NEEyhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recYrCeTFw9e6NEEyNEST:Meeting:recYrCeTFw9e6NEEy:loop4Jun 5, 2026May 19, 2026—Sync status icons explained during training; staff instructed to reach out if green check or cloud icon is not visible.—·05-19 Training: Microsoft Excel and Microsoft 365 File Management for AbilityFirst Staff (HIPAA-Compliant Collaboration)—Ability First———
Review whether CareLogic should be included in telehealth software evaluations and document the usability criteria appliedTraining attendees / relevant stakeholdersreccYmeDbTx5pyvq3https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reccYmeDbTx5pyvq3NEST:Meeting:reccYmeDbTx5pyvq3:loop8Aug 18, 2026Aug 14, 2026—The Researcher agent excluded CareLogic from its telehealth recommendation based on ease-of-use concerns for non-technical staff; this criterion and the exclusion warrant explicit review.—·08-14 Meeting: Copilot Training—Roles, KPI and Budget Analysis, Project Tracking, Sales Pipeline, HR, Advanced Agents (CoWork/Researcher/Analyst), Loop Collaboration, Automation—Crimson IT———
Complete remediation plan and all associated tasks by May 30 2026Internalrecg2xpfFnMIRmxbGhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recg2xpfFnMIRmxbGNEST:Meeting:recg2xpfFnMIRmxbG:loop0Jun 5, 2026May 21, 2026May 30, 2026Remediation plan covers all findings from recent security/pen test report and must be finished before end of next week.—·05-21 Weekly Meeting: Security Remediation Plan and Product Decommissioning—Crimson IT———
For Alere (#2695) and Anderson, continue using demonstrated progress billing workflow: untick bill-after-close, set WIP Available to Bill to PM-approved amount, generate, review, and email progress invoiceChristirecvmnKu6tDaimF3Xhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvmnKu6tDaimF3XNEST:Meeting:recvmnKu6tDaimF3X:loop4Jun 16, 2026Jun 16, 2026—Christi completed the Alere progress bill during the session and is expected to apply the same workflow to Anderson and future projects independently.—·06-16 Guide to Progress Billing in ConnectWise—Crimson IT———
Security team to complete Python enablement for MarkSecurity Teamrec6OeUk3MXxJr27Ihttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec6OeUk3MXxJr27INEST:Meeting:rec6OeUk3MXxJr27I:loop2Jul 23, 2026Jul 23, 2026—Python enablement is blocked by prioritized Microsoft Patch Tuesday updates; no firm completion date set.—·07-23 Meeting: VPN Outage, Training Distribution, Python Enablement, Usage Review, and Monthly Cadence—Crimson IT———
Add YubiKey hardware security keys to AbilityFirst next fiscal year budget requestCarl Gayden (CFO), AbilityFirstrecftHYXSc5MProM7https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recftHYXSc5MProM7NEST:Meeting:recftHYXSc5MProM7:loop4Aug 19, 2026Aug 18, 2026—Leadership acknowledged YubiKeys as a future security investment; formal budget request to be included in next fiscal year planning cycle.—·08-18 Meeting: LastPass Organizational Setup, Licensing Quote (25 Users), Budget for Security Keys and Benefits—Ability First———
Open a ticket with Security and post DMARC failure evidence and recent sending services used in the security groupSpeaker 2recXENau845ZgniAuhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recXENau845ZgniAuNEST:Meeting:recXENau845ZgniAu:loop0Jun 5, 2026Jun 1, 2026—Speaker 2 is responsible for formally escalating the DMARC failure to the Security Team with supporting evidence including ESP and relay details—·06-01 Email Deliverability Failure Due to DMARC Authentication Misconfiguration—Crimson IT———
Decide on merging or separating VMware and Hyper-V edition counts in Vendor Settings.ConnectWiserecidKvIThjeSbArBhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recidKvIThjeSbArBNEST:Meeting:recidKvIThjeSbArB:loop4Jun 5, 2026May 27, 2026—Vendor-level setting controls whether VMware and Hyper-V counts are combined into one edition or tracked separately.—·05-27 Meeting: UBI vs. Legacy RMM-PSA Integration, Product Mapping, and PSA Sync Strategy—Crimson IT———
Send concise request email to Foundation POC for 5-7 org-specific AI training scenarios across alumni communications, principal/teacher workflows, and internal operationsFoundation POCrecmObGfy4A3sOZZdhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmObGfy4A3sOZZdNEST:Meeting:recmObGfy4A3sOZZd:loop0Sep 2, 2026Sep 2, 2026—No examples have been received yet; this email is the critical unblocking step for tailoring training content.—·09-02 AI Training for Foundation Stalled by Lack of Specific Use Cases—Crimson IT———
Vendor to resend Frontier main circuit quote for camp to Christi todayVendor (telephony/circuit provider)recSCQt4n6V5H5VOGhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSCQt4n6V5H5VOGNEST:Meeting:recSCQt4n6V5H5VOG:loop0Jul 28, 2026Jul 28, 2026Jul 28, 2026Frontier gate DIA restructuring could reduce costs approximately $1,400/month; quote needs to be resent same day as meeting.—·07-28 Meeting: Telephony Platform Decision, PSTN Strategy, and Camp Connectivity (Starlink, SD‑WAN, Meraki)—Crimson IT———
Christi to send Whisper Flow dictation software link to Speaker 4Speaker 4reccYmeDbTx5pyvq3https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reccYmeDbTx5pyvq3NEST:Meeting:reccYmeDbTx5pyvq3:loop1Aug 18, 2026Aug 14, 2026Aug 15, 2026Whisper Flow was referenced as a dictation tool that handles non-native names via a custom dictionary, a capability Microsoft's tool lacks.—·08-14 Meeting: Copilot Training—Roles, KPI and Budget Analysis, Project Tracking, Sales Pipeline, HR, Advanced Agents (CoWork/Researcher/Analyst), Loop Collaboration, Automation—Crimson IT———
Hold Alliance DTLA cloud kickoff this week and define project deadlines afterwardAlliance DTLArec1aLHcveBOe8ReShttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1aLHcveBOe8ReSNEST:Meeting:rec1aLHcveBOe8ReS:loop7Jun 5, 2026May 19, 2026—Kickoff scheduled this week; timelines cannot be set until after kickoff—·05-19 Meeting: Project Status, Migrations, Security, and AI Rollouts—Crimson IT———
Decide on Claude Teams or Enterprise licensing tier for approximately four to five power usersIT leadership and procurementrecLj5aTVrCAnWsczhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLj5aTVrCAnWsczNEST:Meeting:recLj5aTVrCAnWscz:loop4Jun 5, 2026Jun 3, 2026Jul 1, 2026Decision between $25 and $100 per user per month tiers; minimum 5 users required; some power users may need higher plans; align decision with SOW approval in June-July 2026—·06-03 Consultation: Azure-Based Project Management App Migration and AI Governance for Construction—Crimson IT———
Clarify which appointments to avoid starting the week of 2026-08-10 and coordinate accordinglySpeaker 1recsGwxzzKW0u8cJnhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recsGwxzzKW0u8cJnNEST:Meeting:recsGwxzzKW0u8cJn:loop3Aug 4, 2026Aug 4, 2026Aug 7, 2026Speaker 1 stated certain appointments need to be avoided starting 2026-08-10 but did not specify which appointments or provide a coordination plan.—·08-04 Weekly Meeting: IT Infrastructure Upgrades and Budget Submission—Crimson IT———
Review and improve existing marketing materials before creating new onesApril / Speaker 1recHLIfFrzBB6mdnShttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHLIfFrzBB6mdnSNEST:Meeting:recHLIfFrzBB6mdnS:loop4Aug 28, 2026Aug 28, 2026—Focus assets: company overview, sample assessments, and testimonials—·08-28 Pulong: Pamamahala sa Marketing, Proseso ng Pag-apruba, at Pagsusuri ng Gastos—Crimson IT———
Send videos from upcoming client training sessions to Christi for staff developmentSpeaker 3rec9VJ2CyNOISM0kPhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9VJ2CyNOISM0kPNEST:Meeting:rec9VJ2CyNOISM0kP:loop6Jul 23, 2026Jul 23, 2026—Speaker 3 to share client training recordings to support Christi's staff in learning AI workflows—·07-23 AI Tools Training: Copilot, Claude, and Plaud—Crimson IT———
Restart computer to troubleshoot loss of access to Pete's shared calendar; if unresolved, request re-granting of calendar sharing permissions from PeteAprilrecvmnKu6tDaimF3Xhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvmnKu6tDaimF3XNEST:Meeting:recvmnKu6tDaimF3X:loop3Jun 16, 2026Jun 16, 2026—April suddenly lost access to Pete's shared calendar during the session and needs to resolve this via restart or by asking Pete to re-share.—·06-16 Guide to Progress Billing in ConnectWise—Crimson IT———
Send formal request to Anton's team to enable insider threat monitoring including deleted file and folder tracking for all usersAnton's teamreckUEA35i9cj6nc2https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckUEA35i9cj6nc2NEST:Meeting:reckUEA35i9cj6nc2:loop0Jul 24, 2026Jul 24, 2026Jul 25, 2026Monitoring to apply to all users company-wide; no specific individual targeted. Rollout targeted for Monday July 27 2026.—·07-24 Meeting: Eversave Upgrade, Litigation Hold, Insider Threat Monitoring, and ActiveTrack Evaluation—Crimson IT———
Include all July transactions in current expense report and defer August items; include applicable June transactions where appropriateSusannarec144SefljpgLjzFhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec144SefljpgLjzFNEST:Meeting:rec144SefljpgLjzF:loop1Aug 12, 2026Aug 11, 2026Aug 12, 2026Susanna confirmed scope: current report captures June and July; August handled in a later report.—·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———
Cotsen AI policy finalization: awaiting Kamyab internal reviewKamyab Hashemi-Nejad (Cotsen)——NEST:OpenLoop:cotsen-policy-finalizeJun 5, 2026Jun 4, 2026Jun 16, 2026Christi replied 6/4 answering Kamyab's 5 policy-finalization questions with the reviewed policy attached. Kamyab: we will discuss internally and get back to you. Staff-signed target was June 22. Project 2673. Ball in Cotsen's court.—·——Cotsen Foundation———
Resolve disagreement with Paul on scope of required SEC tabletop documentationPaul (Eldridge)recF9uzIUXvGSGU9vhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recF9uzIUXvGSGU9vNEST:Meeting:recF9uzIUXvGSGU9v:loop4Jun 5, 2026May 19, 2026May 23, 2026Paul believes some documents were not required for SEC last year; Christi believes new requirements mandate them. Clarification email is pending; Paul needs to align or escalate.—·05-19 Weekly Meeting: SEC Tabletop Exercise and EAP Requirements—Eldridge Acre———
Develop approach to address psychological adoption barriers among hourly staff and tailor training incentivesInternal HR and department managersrecHGtxxQXiacQcbAhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHGtxxQXiacQcbANEST:Meeting:recHGtxxQXiacQcbA:loop8Aug 11, 2026Aug 5, 2026—Hourly staff fear replaceability and show limited interest beyond basic reporting; no specific action owner was assigned.—·08-05 Meeting: AI Industry Developments, Enterprise Strategy, and Adoption—Crimson IT———
Disable automated sync in legacy RMM-PSA integration before enabling automated sync in UBI.ConnectWiserecidKvIThjeSbArBhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recidKvIThjeSbArBNEST:Meeting:recidKvIThjeSbArB:loop1Jun 5, 2026May 27, 2026—Sequential migration step required to avoid duplicate agreement additions during cutover.—·05-27 Meeting: UBI vs. Legacy RMM-PSA Integration, Product Mapping, and PSA Sync Strategy—Crimson IT———
Attend Alere pilot user group meeting on July 22 at 2:30 p.m.AlererecIyEd6oVMfYYHQWhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIyEd6oVMfYYHQWNEST:Meeting:recIyEd6oVMfYYHQW:loop4Jul 21, 2026Jul 21, 2026Jul 22, 2026Meeting will address the pilot users' list of questions; Christi is the Crimson IT attendee.—·07-21 Weekly Meeting: Client Project Updates and Internal Processes—Crimson IT———
Send edited version of Mark's Friday email to PEC (sensitive compensation reference removed) to ErinErinrecIIHBbHy87aHgtehttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIIHBbHy87aHgteNEST:Meeting:recIIHBbHy87aHgte:loop0Aug 6, 2026Aug 6, 2026Aug 7, 2026Mark's email to PEC contained a sensitive '4.9% below market' reference tied to a 2035 comparison; Christi or team is to send the scrubbed version to Erin.—·08-06 Lecture: Microsoft 365 Copilot Executive Training, Security Practices, and Automation Workflows—Crimson IT———
Draft governance guidelines to prevent high-cost or unsafe agent behaviors (token limits, approved data scopes, safety checks)Internal stakeholdersrecHGtxxQXiacQcbAhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHGtxxQXiacQcbANEST:Meeting:recHGtxxQXiacQcbA:loop1Aug 11, 2026Aug 5, 2026—Governance framework is a prerequisite to broad agent enablement; no owner or deadline was assigned in the meeting.—·08-05 Meeting: AI Industry Developments, Enterprise Strategy, and Adoption—Crimson IT———
Christi vacation approved June 8-12 (daughter graduation week)PeterecDw2MWNAtdUvESqhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDw2MWNAtdUvESqNEST:Meeting:2026-06-01-Crimson:vacation-0608-0612Jun 5, 2026Jun 1, 2026Jun 8, 2026Pete approved June 8 and June 12 (June 9-11 previously approved). Christi vacation for daughter graduation week. Mix of personal plans and rest.—·06-01 Weekly Meeting: Vacation Approvals, Client Updates, Camp Project Status, and CoWork Training Plan—Crimson IT———
Create pre-billing checklist covering config hygiene: Bill after close unchecked, products vs professional fees alignment, manager-approved amount on handMaggierec95rQOHZ1gLGZO3https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec95rQOHZ1gLGZO3NEST:Meeting:rec95rQOHZ1gLGZO3:loop1Jun 16, 2026Jun 16, 2026—Checklist is a companion artifact to the SOP and addresses known pitfalls discovered during the session—·06-16 Analysis of Progress Billing Workflow Gaps and Key-Person Risk—Crimson IT———
Verify correct full name and spelling for client contact Alir on Alere projectAlerereco6Jmwh8Gcde8UShttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco6Jmwh8Gcde8USNEST:Meeting:reco6Jmwh8Gcde8US:loop5Jun 6, 2026Jun 2, 2026—Contact referenced as Alir throughout; spelling and full name should be confirmed to ensure accurate scheduling and communication.—·06-02 Team Meeting: Gabby and Kevin Assessment, Lear Reporting Ownership, Tabletop Exercise Standardization—Crimson IT———
Run system-wide search for I-9 forms (PDFs containing i9) at Ability FirstMichuanrecDgCDyne2myiqH1https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDgCDyne2myiqH1NEST:Meeting:2026-05-26-AF:i9-searchJun 5, 2026May 26, 2026Jun 3, 2026Michuan believes I-9s are in system but possibly on a random drive with limited access. Christi to run system-wide search, expected to take a couple of hours.—·05-26 Weekly Meeting: I-9 Forms, ConnectWise Project Planning, and IT Budgeting—Ability First———
Olivia to meet with Answer Connect representative and report back on live receptionist service optionsOliviarecsPnSDOrdlAHHFUhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recsPnSDOrdlAHHFUNEST:Meeting:recsPnSDOrdlAHHFU:loop0Aug 12, 2026Aug 7, 2026Aug 10, 2026Olivia has a meeting scheduled with the Answer Connect rep on August 10 to ask questions about adding new services and will report findings back to Christi.—·08-07 Meeting: On-Call Schedule, System Access & Answer Connect Features—Crimson IT———
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