Commitments & questions
Everything promised on a call and everything still owed. Dates are measured against 28 Apr 2026, the most recent call in the corpus — not today.
No owner identified9
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Fix the PCI DSS export PDF formatting inconsistency ComplyImplied only | No date?No deadline was stated on the call. | engineering or configuration change?Implement, deploy, fix, configure, activate, enable, migrate, backfill, or decommission a product, system, or infrastructure, including code changes and environment configuration. | Internal | All Hands - April Update 26 Apr 2026 | ||
| Document the Q2 prioritization rationale for Detect reliability vs feature work DetectImplied only | No date?No deadline was stated on the call. | document or write up?Write, draft, compile, update, or finalize a document, report, runbook, case note, plan, or summary, including creating shared docs and drafting communications. | Internal | All Hands - April Update 26 Apr 2026 | ||
| Start internal conversation on GDPR framework scoping | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Internal | Comply v2 - Adoption Metrics Review 22 Apr 2026 | ||
| Set up follow-up conversation about Aegis Comply v2 PCI DSS reporting after Protect is running. | No date?No deadline was stated on the call. | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Coastal Living | Aegis / Coastal Living Co - Protect M… 19 Apr 2026 | ||
| Implement per-tenant concurrency throttle as temporary measure | No date?No deadline was stated on the call. | engineering or configuration change?Implement, deploy, fix, configure, activate, enable, migrate, backfill, or decommission a product, system, or infrastructure, including code changes and environment configuration. | Internal | Protect Performance - Scalability Con… 15 Apr 2026 | ||
| Hold off on payment of the disputed portions of the April invoice pending investigation. Implied only | No date?No deadline was stated on the call. | billing and commercial?Manage financial or commercial account work, including invoices, credits, prorations, overages, contracts, renewals, and service credits, and prepare or send commercial proposals or agreements. | Clearwater Medical | Support Case #8179 - Clearwater Medic… 10 Apr 2026 | ||
| Run a quick legal sanity check on the customer-facing summary with Jared in Legal. | No date?No deadline was stated on the call. | internal review or investigation?Conduct QA, audit, verification, investigation, post-mortem, root-cause analysis, or assessment, including testing and analyzing to understand or validate something. | Internal | Detect Reliability - 30-Day Review 7 Apr 2026 | ||
| Schedule guided walkthrough with Trailhead's compliance team once Comply is active. ComplyImplied only | No date?No deadline was stated on the call. | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Trailhead | Aegis / Trailhead Marketplace - Renew… 5 Apr 2026 | ||
| Map existing controls to the new framework templates in Comply settings when v2 rolls out. ComplyImplied only | No date?No deadline was stated on the call. | engineering or configuration change?Implement, deploy, fix, configure, activate, enable, migrate, backfill, or decommission a product, system, or infrastructure, including code changes and environment configuration. | Forge Industries | Support Case #1993 - Forge Industries… 3 Apr 2026 |
Rachel Torres8
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Follow up with product management to get a committed timeline for hierarchical role support. | No date?No deadline was stated on the call. | follow up?Check on the status of a prior action, open question, or pending deliverable, or chase and reconnect with someone to keep an item moving. | Frostbyte | Aegis / Frostbyte AI - Product Feedba… 25 Apr 2026 | ||
| Formally write up and submit the hierarchical roles and granular session timeout feature requests to product. | No date?No deadline was stated on the call. | project tracking?Create, break down, or update tickets, epics, sprint boards, milestone plans, or roadmaps, including managing project trackers and task lists. | Frostbyte | Aegis / Frostbyte AI - Product Feedba… 25 Apr 2026 | ||
| Loop Frostbyte's customer success manager into the feature requests for visibility on prioritization. | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Frostbyte | Aegis / Frostbyte AI - Product Feedba… 25 Apr 2026 | ||
| Send Victor a summary email covering the discussion, the two feature requests, and next steps. | No date?No deadline was stated on the call. | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Frostbyte | Aegis / Frostbyte AI - Product Feedba… 25 Apr 2026 | ||
| Log formal feature request for entity grouping with custom behavioral baselines. | No date?No deadline was stated on the call. | project tracking?Create, break down, or update tickets, epics, sprint boards, milestone plans, or roadmaps, including managing project trackers and task lists. | Pinnacle Insurance | Aegis / Pinnacle Insurance - Detect R… 16 Apr 2026 | ||
| Log formal feature request for in-product pipeline health status with proactive degradation alerts. | No date?No deadline was stated on the call. | project tracking?Create, break down, or update tickets, epics, sprint boards, milestone plans, or roadmaps, including managing project trackers and task lists. | Pinnacle Insurance | Aegis / Pinnacle Insurance - Detect R… 16 Apr 2026 | ||
| Keep Sandra updated on traction of feature requests with the product team. | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Pinnacle Insurance | Aegis / Pinnacle Insurance - Detect R… 16 Apr 2026 | ||
| Schedule a technical call with Hartfield Manufacturing infrastructure team featuring Kevin | No date?No deadline was stated on the call. | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Internal | Competitive Response Strategy 10 Apr 2026 |
Kevin O'Brien7
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Send a prep document explaining what to expect from the baseline report. | No date?No deadline was stated on the call. | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Redwood Clinical | Aegis / Redwood Clinical - ISO 27001… 26 Apr 2026 | ||
| Kevin will provide the final post-incident report for the Detect outage. | No date?No deadline was stated on the call. | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Bridgeport Health | Aegis / Bridgeport Health - Renewal F… 23 Apr 2026 | ||
| Kevin will run a pre-acquisition readiness check on the clinic's environment before the deal closes. | No date?No deadline was stated on the call. | internal review or investigation?Conduct QA, audit, verification, investigation, post-mortem, root-cause analysis, or assessment, including testing and analyzing to understand or validate something. | Bridgeport Health | Aegis / Bridgeport Health - Renewal F… 23 Apr 2026 | ||
| Note Windows Server 2019 and CentOS 7 environment details for the implementation team. | No date?No deadline was stated on the call. | document or write up?Write, draft, compile, update, or finalize a document, report, runbook, case note, plan, or summary, including creating shared docs and drafting communications. | Coastal Living | Aegis / Coastal Living Co - Protect M… 19 Apr 2026 | ||
| Flag comparison view feature request to product team for Comply. | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Silverline Brands | Aegis / Silverline Brands - Comply v2… 3 Apr 2026 | ||
| Send v2 release notes and PCI DSS mapping documentation to Dominic for his compliance lead to review. | No date?No deadline was stated on the call. | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Silverline Brands | Aegis / Silverline Brands - Comply v2… 3 Apr 2026 | ||
| Introduce the dedicated onboarding specialist to Priya once she emails. | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Nimbus Platform | Aegis / Nimbus Platform - Comply v2 P… 1 Apr 2026 |
Sofia Petrov5
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Check whether role-based or resource-based session timeout policies are on the product roadmap. IdentityImplied only | No date?No deadline was stated on the call. | follow up?Check on the status of a prior action, open question, or pending deliverable, or chase and reconnect with someone to keep an item moving. | Frostbyte | Aegis / Frostbyte AI - Product Feedba… 25 Apr 2026 | ||
| Share test tenant credentials with Ravi for QA | No date?No deadline was stated on the call. | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Internal | Weekly Engineering Standup 17 Apr 2026 | ||
| Finish the two remaining runbook sections on detection pipeline | No date?No deadline was stated on the call. | document or write up?Write, draft, compile, update, or finalize a document, report, runbook, case note, plan, or summary, including creating shared docs and drafting communications. | Internal | Weekly Engineering Standup 17 Apr 2026 | ||
| Prototype moving deduplication check to an async worker ProtectImplied only | No date?No deadline was stated on the call. | engineering or configuration change?Implement, deploy, fix, configure, activate, enable, migrate, backfill, or decommission a product, system, or infrastructure, including code changes and environment configuration. | Internal | Protect Performance - Scalability Con… 15 Apr 2026 | ||
| Start scheduler architecture design doc ProtectImplied only | No date?No deadline was stated on the call. | document or write up?Write, draft, compile, update, or finalize a document, report, runbook, case note, plan, or summary, including creating shared docs and drafting communications. | Internal | Protect Performance - Scalability Con… 15 Apr 2026 |
Diana Reeves5
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Pull customer testimonial quote for exec one-pager | No date?No deadline was stated on the call. | document or write up?Write, draft, compile, update, or finalize a document, report, runbook, case note, plan, or summary, including creating shared docs and drafting communications. | Internal | Comply v2 - Adoption Metrics Review 22 Apr 2026 | ||
| Notify the three prospects and two renewal accounts that the SOC 2 report is on track. | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Internal | SOC 2 Type II - Final Review 20 Apr 2026 | ||
| Hold communications with the auditor contact. | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Internal | SOC 2 Type II - Final Review 20 Apr 2026 | ||
| Check whether Treswick Healthcare currently has Comply and assess a platform conversation. | No date?No deadline was stated on the call. | internal review or investigation?Conduct QA, audit, verification, investigation, post-mortem, root-cause analysis, or assessment, including testing and analyzing to understand or validate something. | Internal | Detect Reliability - 30-Day Review 7 Apr 2026 | ||
| Review and finalize the customer-facing incident summary after Tyler's draft. | No date?No deadline was stated on the call. | document or write up?Write, draft, compile, update, or finalize a document, report, runbook, case note, plan, or summary, including creating shared docs and drafting communications. | Internal | Detect Reliability - 30-Day Review 7 Apr 2026 |
David Kim5
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Escalate the proration miscalculation to the billing systems team for broader review. | No date?No deadline was stated on the call. | escalate case?Raise the priority or visibility of a ticket, case, incident, or request to a higher-tier team, manager, or leadership, including P1/P2 designation and formal escalation paths. | Silverline Brands | Support Case #7570 - Silverline Brand… 18 Apr 2026 | ||
| Set up synthetic monitoring check using LogVault to detect alert latency and send setup documentation | No date?No deadline was stated on the call. | engineering or configuration change?Implement, deploy, fix, configure, activate, enable, migrate, backfill, or decommission a product, system, or infrastructure, including code changes and environment configuration. | Summit Trust | Support Case #6147 - Summit Trust Det… 15 Apr 2026 | ||
| Monitor the tenant migration and send Summit Trust a direct update once complete | No date?No deadline was stated on the call. | follow up?Check on the status of a prior action, open question, or pending deliverable, or chase and reconnect with someone to keep an item moving. | Summit Trust | Support Case #6147 - Summit Trust Det… 15 Apr 2026 | ||
| Set an alert so David is paged if SQL job duration exceeds six hours | No date?No deadline was stated on the call. | engineering or configuration change?Implement, deploy, fix, configure, activate, enable, migrate, backfill, or decommission a product, system, or infrastructure, including code changes and environment configuration. | Silverline Brands | Support Case #9856 - Silverline Brand… 12 Apr 2026 | ||
| Send the April 10 Comply v2 customer webinar calendar invite to Dana and her two compliance analysts. | No date?No deadline was stated on the call. | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Forge Industries | Support Case #1993 - Forge Industries… 3 Apr 2026 |
Maria Santos4
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Tighten the engagement model for late-stage evaluations. | No date?No deadline was stated on the call. | process improvement?Update or introduce internal workflows, checklists, runbooks, gates, policies, or training to change how work is done and prevent recurrence, distinct from product/system changes and static documentation. | Internal | Win/Loss Analysis - Q1 24 Apr 2026 | ||
| Send Julia the Comply v2 release notes, a sample HIPAA report PDF, and customer case studies from regulated industries. | No date?No deadline was stated on the call. | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Blackridge Investments | Aegis / Blackridge Investments - HIPA… 21 Apr 2026 | ||
| Initiate SLA discussion with account executive and VP of Customer Success | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Ironworks Corp | Aegis / Ironworks Corp - Vendor Compa… 14 Apr 2026 | ||
| Set up OT security technical session with Ironworks team around manufacturing use case | No date?No deadline was stated on the call. | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Ironworks Corp | Aegis / Ironworks Corp - Vendor Compa… 14 Apr 2026 |
Chris Lee3
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Set up a knowledge share with the broader engineering group once the runbook is polished. | No date?No deadline was stated on the call. | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Internal | Detect Team - Reliability Sprint Retro 28 Apr 2026 | ||
| Loop in leadership about making reliability-focused sprints a quarterly cadence. | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Internal | Detect Team - Reliability Sprint Retro 28 Apr 2026 | ||
| Add a notification to the on-call runbook so Customer Success is alerted on any circuit breaker activation. | No date?No deadline was stated on the call. | process improvement?Update or introduce internal workflows, checklists, runbooks, gates, policies, or training to change how work is done and prevent recurrence, distinct from product/system changes and static documentation. | Internal | Detect Reliability - 30-Day Review 7 Apr 2026 |
Tyler Washington3
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Present the circuit breaker implementation as a live walkthrough at the knowledge share. | No date?No deadline was stated on the call. | other?Anything that genuinely belongs in none of the other categories; use sparingly for tasks outside the standard work types. | Internal | Detect Team - Reliability Sprint Retro 28 Apr 2026 | ||
| Pull together load test traces and annotate for scheduler design ProtectImplied only | No date?No deadline was stated on the call. | document or write up?Write, draft, compile, update, or finalize a document, report, runbook, case note, plan, or summary, including creating shared docs and drafting communications. | Internal | Protect Performance - Scalability Con… 15 Apr 2026 | ||
| Finalize technical documentation for the 30-day review. | No date?No deadline was stated on the call. | document or write up?Write, draft, compile, update, or finalize a document, report, runbook, case note, plan, or summary, including creating shared docs and drafting communications. | Internal | Detect Reliability - 30-Day Review 7 Apr 2026 |
Priya Patel3
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Log a feature request with the product team for custom compliance templates and tag it to Blackridge's account. | No date?No deadline was stated on the call. | project tracking?Create, break down, or update tickets, epics, sprint boards, milestone plans, or roadmaps, including managing project trackers and task lists. | Blackridge Investments | Support Case #8811 - Blackridge Inves… 25 Apr 2026 | ||
| Flag Blackridge account to the product liaison to schedule early access program conversation. | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Blackridge Investments | Support Case #8811 - Blackridge Inves… 25 Apr 2026 | ||
| Schedule a follow-up call with Damien and the customer success team to review Detect configuration | No date?No deadline was stated on the call. | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Stratos Cloud | Support Case #3536 - Stratos Cloud Lo… 22 Apr 2026 |
Wayne Keller2
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Introduce Priya Sanjay by email to set up the Identity conversation | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Atlas Precision | Aegis / Atlas Precision - Annual Revi… 28 Apr 2026 | ||
| Pull together notes on plant floor network anomalies as a use case | No date?No deadline was stated on the call. | document or write up?Write, draft, compile, update, or finalize a document, report, runbook, case note, plan, or summary, including creating shared docs and drafting communications. | Atlas Precision | Aegis / Atlas Precision - Annual Revi… 28 Apr 2026 |
Warren Beck2
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Rope the internal data team into exploring the Comply v2 API for pulling structured control data. | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Blackridge Investments | Support Case #8811 - Blackridge Inves… 25 Apr 2026 | ||
| Loop Blackridge legal and compliance team into the POC approach before proceeding. Implied only | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Blackridge Investments | Aegis / Blackridge Investments - HIPA… 21 Apr 2026 |
Raj Kapoor2
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Talk to the VP of Sales about making loss notes a required field with a minimum character count. | No date?No deadline was stated on the call. | process improvement?Update or introduce internal workflows, checklists, runbooks, gates, policies, or training to change how work is done and prevent recurrence, distinct from product/system changes and static documentation. | Internal | Win/Loss Analysis - Q1 24 Apr 2026 | ||
| Send recap in Slack | No date?No deadline was stated on the call. | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Internal | Weekly Engineering Standup 17 Apr 2026 |
Derek Owens2
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Share deployment plan doc with manager before kickoff | No date?No deadline was stated on the call. | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Crestline Wealth | Aegis / Crestline Wealth - Identity M… 24 Apr 2026 | ||
| Bring up Aegis Comply v2 with Chief Compliance Officer | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Crestline Wealth | Aegis / Crestline Wealth - Identity M… 24 Apr 2026 |
Ravi Gupta2
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Assist with QA on the Comply report generation fix | No date?No deadline was stated on the call. | internal review or investigation?Conduct QA, audit, verification, investigation, post-mortem, root-cause analysis, or assessment, including testing and analyzing to understand or validate something. | Internal | Weekly Engineering Standup 17 Apr 2026 | ||
| Add Lambda warm-up ping to pre-deploy checklist | No date?No deadline was stated on the call. | process improvement?Update or introduce internal workflows, checklists, runbooks, gates, policies, or training to change how work is done and prevent recurrence, distinct from product/system changes and static documentation. | Internal | Comply v2 - GA Deployment Plan 1 Apr 2026 |
Natalie Simmons2
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Create the IAM role with read permissions using the template and send the role ARN to Mike. | No date?No deadline was stated on the call. | engineering or configuration change?Implement, deploy, fix, configure, activate, enable, migrate, backfill, or decommission a product, system, or infrastructure, including code changes and environment configuration. | Clearwater Medical | Aegis / Clearwater Medical - Comply v… 7 Apr 2026 | ||
| Confirm that CloudTrail multi-region logging is enabled. | No date?No deadline was stated on the call. | internal review or investigation?Conduct QA, audit, verification, investigation, post-mortem, root-cause analysis, or assessment, including testing and analyzing to understand or validate something. | Clearwater Medical | Aegis / Clearwater Medical - Comply v… 7 Apr 2026 |
Isaac Brennan2
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Run the renewal through procurement and advocate for it internally. | No date?No deadline was stated on the call. | billing and commercial?Manage financial or commercial account work, including invoices, credits, prorations, overages, contracts, renewals, and service credits, and prepare or send commercial proposals or agreements. | Trailhead | Aegis / Trailhead Marketplace - Renew… 5 Apr 2026 | ||
| Send Chris a calendar invite for the Comply onboarding technical call. | No date?No deadline was stated on the call. | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Trailhead | Aegis / Trailhead Marketplace - Renew… 5 Apr 2026 |
Keith Donovan2
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Share the Comply v2 demo recording with head of security engineering. | No date?No deadline was stated on the call. | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Nimbus Platform | Aegis / Nimbus Platform - Comply v2 P… 1 Apr 2026 | ||
| Have security engineering lead Priya contact Kevin directly after the call. | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Nimbus Platform | Aegis / Nimbus Platform - Comply v2 P… 1 Apr 2026 |
Daniel Okafor1
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Schedule the Identity call with Priya Sanjay and include Mike Romano IdentityImplied only | No date?No deadline was stated on the call. | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Atlas Precision | Aegis / Atlas Precision - Annual Revi… 28 Apr 2026 |
Mike Romano1
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Share the roadmap deck once cleared for external distribution | No date?No deadline was stated on the call. | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Atlas Precision | Aegis / Atlas Precision - Annual Revi… 28 Apr 2026 |
Sarah Chen1
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Flag Derek's renewal concern and delayed-response feedback to the account team. | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Crestline Wealth | Support Case #7615 - Crestline Wealth… 27 Apr 2026 |
Ananya Sharma1
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Fix the intermittent timeout bug on Comply v2 multi-framework report queueing | No date?No deadline was stated on the call. | engineering or configuration change?Implement, deploy, fix, configure, activate, enable, migrate, backfill, or decommission a product, system, or infrastructure, including code changes and environment configuration. | Internal | All Hands - April Update 26 Apr 2026 |
Hannah Liu1
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Send all-hands summary with action items | No date?No deadline was stated on the call. | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Internal | All Hands - April Update 26 Apr 2026 |
Megan Lawson1
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Prepare one-pager for exec review on Comply v2 adoption and cross-sell signal | No date?No deadline was stated on the call. | document or write up?Write, draft, compile, update, or finalize a document, report, runbook, case note, plan, or summary, including creating shared docs and drafting communications. | Internal | Comply v2 - Adoption Metrics Review 22 Apr 2026 |
Kendra Wallace1
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Have Priya connect with Aisha to get the technical session on the calendar. | No date?No deadline was stated on the call. | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Brightpath Commerce | Aegis / Brightpath Commerce - Competi… 22 Apr 2026 |
Vanessa Cruz1
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Loop in two senior engineers for the Protect kickoff call. | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Coastal Living | Aegis / Coastal Living Co - Protect M… 19 Apr 2026 |
Aisha Johnson1
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Schedule an ISO readiness walkthrough with the compliance team when Axiom gets closer to its ISO 27001 timeline | No date?No deadline was stated on the call. | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Axiom Labs | Aegis / Axiom Labs - Multi-Year Renew… 17 Apr 2026 |
Ryan Caldwell1
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Loop in VP of Finance and legal team for the renewal contract review | No date?No deadline was stated on the call. | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | Axiom Labs | Aegis / Axiom Labs - Multi-Year Renew… 17 Apr 2026 |
Oliver Grant1
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Download the CSV export of the control status data as a backup for internal reference ahead of the audit. | No date?No deadline was stated on the call. | other?Anything that genuinely belongs in none of the other categories; use sparingly for tasks outside the standard work types. | Pinnacle Insurance | Support Case #3296 - Pinnacle Insuran… 8 Apr 2026 |
Nina Kowalski1
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Run the Comply test suite on the CSS fix once it is merged. | No date?No deadline was stated on the call. | internal review or investigation?Conduct QA, audit, verification, investigation, post-mortem, root-cause analysis, or assessment, including testing and analyzing to understand or validate something. | Internal | Comply v2 - Launch Day Checklist 4 Apr 2026 |
Alex Reyes1
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Add a line to the launch announcement noting Comply v2 operates on dedicated infrastructure. | No date?No deadline was stated on the call. | document or write up?Write, draft, compile, update, or finalize a document, report, runbook, case note, plan, or summary, including creating shared docs and drafting communications. | Internal | Comply v2 - Launch Day Checklist 4 Apr 2026 |
Dana Moretti1
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Email David the addresses of the two compliance analysts to add to the webinar invitation. ComplyImplied only | No date?No deadline was stated on the call. | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Forge Industries | Support Case #1993 - Forge Industries… 3 Apr 2026 |
Dominic Flores1
| Commitment | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|
| Arrange hands-on walkthrough for compliance lead with Kevin after Comply v2 GA. | No date?No deadline was stated on the call. | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Silverline Brands | Aegis / Silverline Brands - Comply v2… 3 Apr 2026 |