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.
Internal (no account)22
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Set up specific alert for queue depth on reporting service | Nina Kowalski | 2 Apr 2026Pastsaid “tomorrow morning” | 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. | Comply v2 - GA Deployment Plan 1 Apr 2026 | ||
| Update runbook with alert config and warm-up ping note, and send around for final review | Ananya Sharma | 2 Apr 2026Pastsaid “by EOD Thursday” | 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. | Comply v2 - GA Deployment Plan 1 Apr 2026 | ||
| Submit a one-line CSS fix for the Safari download modal rendering issue as a pull request. | Jordan Whitfield | 4 Apr 2026Pastsaid “end of day today” | 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. | Comply v2 - Launch Day Checklist 4 Apr 2026 | ||
| Update the launch checklist in Notion and collect sign-offs from all three team members. | Alex Reyes | 4 Apr 2026Pastsaid “this afternoon” | project tracking?Create, break down, or update tickets, epics, sprint boards, milestone plans, or roadmaps, including managing project trackers and task lists. | Comply v2 - Launch Day Checklist 4 Apr 2026 | ||
| Talk to Priya about scoping early access for Meridian Financial to the Q2 event telemetry dashboard. | Chris Lee | 7 Apr 2026Pastsaid “today” | 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. | Detect Reliability - 30-Day Review 7 Apr 2026 | ||
| Send the meeting notes out this afternoon. | Chris Lee | 7 Apr 2026Pastsaid “this afternoon” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Detect Reliability - 30-Day Review 7 Apr 2026 | ||
| Draft a customer-facing incident summary covering the outage and resolution for Diana to review. | Tyler Washington | 10 Apr 2026Pastsaid “by end of week” | 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. | Detect Reliability - 30-Day Review 7 Apr 2026 | ||
| Share attribute mapping UI designs in Figma and post to Identity channel for feedback. | Jordan Whitfield | 14 Apr 2026Pastsaid “tomorrow morning” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Identity Team - Q2 Roadmap 13 Apr 2026 | ||
| Compile QA findings summary for leadership briefing | Nina Kowalski | 16 Apr 2026Pastsaid “by tomorrow morning” | 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. | Protect Performance - Scalability Con… 15 Apr 2026 | ||
| Add health check to circuit breaker PR before merge | Ravi Gupta | 17 Apr 2026Pastsaid “by end of day” | 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. | Weekly Engineering Standup 17 Apr 2026 | ||
| Add load testing suite to Jira | Ravi Gupta | 17 Apr 2026Pastsaid “today” | project tracking?Create, break down, or update tickets, epics, sprint boards, milestone plans, or roadmaps, including managing project trackers and task lists. | Weekly Engineering Standup 17 Apr 2026 | ||
| Set up time with sales lead about Protect onboarding pace | Chris Lee | 17 Apr 2026Pastsaid “this week” | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Protect Performance - Scalability Con… 15 Apr 2026 | ||
| Break down Q2 Identity roadmap into epics in Jira and flag shared infrastructure dependencies. | Mike Romano | 17 Apr 2026Pastsaid “by end of week” | project tracking?Create, break down, or update tickets, epics, sprint boards, milestone plans, or roadmaps, including managing project trackers and task lists. | Identity Team - Q2 Roadmap 13 Apr 2026 | ||
| Create a forward-looking technical architecture overview of the March remediation for prospects | Tom Bradley | 17 Apr 2026Pastsaid “end of next week” | 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. | Competitive Response Strategy 10 Apr 2026 | ||
| Update the competitive battlecard with marketing, including the CyberNova comparison | Jordan Whitfield | 17 Apr 2026Pastsaid “hopefully by end of next week” | 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. | Competitive Response Strategy 10 Apr 2026 | ||
| Fix Comply on-demand SOC 2 report generation timeout by paginating audit log queries | Sofia Petrov | 18 Apr 2026Pastsaid “by end of day tomorrow” | 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. | Weekly Engineering Standup 17 Apr 2026 | ||
| Send Nina the page reference for the availability exception note. | Ravi Gupta | 20 Apr 2026Pastsaid “after this call” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | SOC 2 Type II - Final Review 20 Apr 2026 | ||
| Decommission v1 reporting service after two weeks post-GA ComplyImplied only | No owner | 21 Apr 2026Pastsaid “two weeks post-GA” | 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. | Comply v2 - GA Deployment Plan 1 Apr 2026 | ||
| Complete final QA sign-off on the SOC 2 evidence package. | Nina Kowalski | 22 Apr 2026Pastsaid “by Wednesday” | 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. | SOC 2 Type II - Final Review 20 Apr 2026 | ||
| Complete a final pass on the evidence package. | Ravi Gupta | 23 Apr 2026Pastsaid “Thursday morning” | 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. | SOC 2 Type II - Final Review 20 Apr 2026 | ||
| Submit the SOC 2 Type II evidence package to the auditors. | Ravi Gupta | 23 Apr 2026Pastsaid “Thursday afternoon” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | SOC 2 Type II - Final Review 20 Apr 2026 | ||
| Create a scope document for the chaos engineering run in staging | Ravi Gupta | 27 Apr 2026Pastsaid “next week” | 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. | All Hands - April Update 26 Apr 2026 |
Silverline Brands7
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Send scheduling link for post-GA compliance lead walkthrough. | Kevin O'Brien | 3 Apr 2026Pastsaid “today” | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Aegis / Silverline Brands - Comply v2… 3 Apr 2026 | ||
| Escalate case to Protect infrastructure team as P1 and confirm whether backend routing changes caused throughput drop | David Kim | 12 Apr 2026Pastsaid “today” | 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. | Support Case #9856 - Silverline Brand… 12 Apr 2026 | ||
| Deploy backup agent 4.2.0 as a manual deployment via console | David Kim | 12 Apr 2026Pastsaid “within the hour” | 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. | Support Case #9856 - Silverline Brand… 12 Apr 2026 | ||
| Adjust backup job priorities and throttle lower-priority file-server jobs to prioritize SQL workloads | David Kim | 12 Apr 2026Pastsaid “now” | 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. | Support Case #9856 - Silverline Brand… 12 Apr 2026 | ||
| Send calendar invite for follow-up call tomorrow at 10 AM Central with a Protect platform engineer | David Kim | 12 Apr 2026Pastsaid “within the next 30 minutes” | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Support Case #9856 - Silverline Brand… 12 Apr 2026 | ||
| Check in on tonight's backup run tomorrow morning before the follow-up call | David Kim | 13 Apr 2026Pastsaid “tomorrow morning before our 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. | Support Case #9856 - Silverline Brand… 12 Apr 2026 | ||
| Attach proration calculation breakdown to case 7570 and send email summary via case portal. | David Kim | 18 Apr 2026Pastsaid “within the hour” | 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. | Support Case #7570 - Silverline Brand… 18 Apr 2026 |
Clearwater Medical7
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Send the CloudFormation template for IAM role creation to Natalie. | Mike Romano | 7 Apr 2026Pastsaid “today” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Aegis / Clearwater Medical - Comply v… 7 Apr 2026 | ||
| Run the baseline HIPAA report after connector setup is complete. | No owner | 8 Apr 2026Pastsaid “Wednesday or Thursday” | 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. | Aegis / Clearwater Medical - Comply v… 7 Apr 2026 | ||
| Send the calendar invite for the Thursday review call. | Aisha Johnson | 9 Apr 2026Pastsaid “Thursday” | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Aegis / Clearwater Medical - Comply v… 7 Apr 2026 | ||
| Escalate both overage disputes (Comply and Detect) internally to billing and product teams as high priority today. | Sarah Chen | 10 Apr 2026Pastsaid “today” | 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. | Support Case #8179 - Clearwater Medic… 10 Apr 2026 | ||
| Verify event ingestion logs to identify queued replay events from the outage period and document a volume breakdown. | Marcus Williams | 10 Apr 2026Pastsaid “end of day” | 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. | Support Case #8179 - Clearwater Medic… 10 Apr 2026 | ||
| Send a written summary of the call and next steps. | Sarah Chen | 10 Apr 2026Pastsaid “before end of business today” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Support Case #8179 - Clearwater Medic… 10 Apr 2026 | ||
| Provide a full written response on the Comply overage dispute. | Sarah Chen | 12 Apr 2026Pastsaid “within forty-eight hours” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Support Case #8179 - Clearwater Medic… 10 Apr 2026 |
Crestline Wealth7
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Move Crestline Identity sync to a dedicated worker. | Sarah Chen | 27 Apr 2026Pastsaid “right after this 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. | Support Case #7615 - Crestline Wealth… 27 Apr 2026 | ||
| Send Derek email confirmation of the dedicated worker change and a direct line for the case. | Sarah Chen | 27 Apr 2026Pastsaid “within the hour” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Support Case #7615 - Crestline Wealth… 27 Apr 2026 | ||
| Monitor Identity sync times this afternoon and report any delays above ten minutes. | Derek Owens | 27 Apr 2026Pastsaid “this afternoon” | 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. | Support Case #7615 - Crestline Wealth… 27 Apr 2026 | ||
| Escalate support case 7615 to P1 with notes and log data. | Sarah Chen | 27 Apr 2026Pastsaid “today” | 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. | Support Case #7615 - Crestline Wealth… 27 Apr 2026 | ||
| Send deployment plan document to Derek with phases, integration checklist, and required inputs | Rachel Torres | 27 Apr 2026Pastsaid “by end of day Monday” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Aegis / Crestline Wealth - Identity M… 24 Apr 2026 | ||
| Include MFA phased rollout framework and just-in-time PAM sections in deployment plan | Sofia Petrov | 27 Apr 2026Pastsaid “by end of day Monday” | 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. | Aegis / Crestline Wealth - Identity M… 24 Apr 2026 | ||
| Send calendar invite with options for kickoff early next week | Rachel Torres | 27 Apr 2026Pastsaid “early next week” | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Aegis / Crestline Wealth - Identity M… 24 Apr 2026 |
Forge Industries5
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Follow up in writing on whether Comply v2 supports custom control labeling with internal policy numbers. | David Kim | 3 Apr 2026Pastsaid “by end of week” | 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. | Support Case #1993 - Forge Industries… 3 Apr 2026 | ||
| Send Gerald the Detect post-incident review. | Maria Santos | 9 Apr 2026Pastsaid “today” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Aegis / Forge Industries - PCI DSS Co… 9 Apr 2026 | ||
| Send Gerald the Comply v2 product brief. | Maria Santos | 9 Apr 2026Pastsaid “end of day” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Aegis / Forge Industries - PCI DSS Co… 9 Apr 2026 | ||
| Prepare a PCI to SOC 2 control mapping one-pager for Gerald. | Ananya Sharma | 9 Apr 2026Pastsaid “end of day” | 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. | Aegis / Forge Industries - PCI DSS Co… 9 Apr 2026 | ||
| Schedule a technical deep-dive demo with Gerald's team and Ananya in about a week. | Maria Santos | 16 Apr 2026Pastsaid “a week from now” | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Aegis / Forge Industries - PCI DSS Co… 9 Apr 2026 |
Pinnacle Insurance5
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Escalate the Comply v2 PDF rendering bug to engineering as high priority, update the support ticket with the audit timeline urgency, and check for other customer reports. | Marcus Williams | 8 Apr 2026Pastsaid “right after this 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. | Support Case #3296 - Pinnacle Insuran… 8 Apr 2026 | ||
| Email Oliver an ETA for the fix today after speaking with engineering. | Marcus Williams | 8 Apr 2026Pastsaid “today” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Support Case #3296 - Pinnacle Insuran… 8 Apr 2026 | ||
| Send confirmed list of threat intel feeds for correlation layer, including whether FS-ISAC is included. | Rachel Torres | 17 Apr 2026Pastsaid “end of week” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Aegis / Pinnacle Insurance - Detect R… 16 Apr 2026 | ||
| Send details on LogVault native connector timeline. | Rachel Torres | 17 Apr 2026Pastsaid “end of week” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Aegis / Pinnacle Insurance - Detect R… 16 Apr 2026 | ||
| Set up Comply v2 demo with Sandra and Marcus, aiming for week of April 20. | Rachel Torres | 20 Apr 2026Pastsaid “within the next two weeks” | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Aegis / Pinnacle Insurance - Detect R… 16 Apr 2026 |
Ironworks Corp3
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Follow up with summary email covering RCA timeline, demo schedule, and SLA next steps | Maria Santos | 14 Apr 2026Pastsaid “this afternoon” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Aegis / Ironworks Corp - Vendor Compa… 14 Apr 2026 | ||
| Deliver RCA document for the March outage to Ironworks Corp | Maria Santos | 17 Apr 2026Pastsaid “this week” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Aegis / Ironworks Corp - Vendor Compa… 14 Apr 2026 | ||
| Schedule Comply v2 demo for next Wednesday | Maria Santos | 22 Apr 2026Pastsaid “next Wednesday” | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Aegis / Ironworks Corp - Vendor Compa… 14 Apr 2026 |
Summit Trust3
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Complete emergency rebalance migration of Summit Trust tenant to a less-loaded node cluster | No owner | 15 Apr 2026Pastsaid “within two to four hours” | 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. | Support Case #6147 - Summit Trust Det… 15 Apr 2026 | ||
| Document the March outage communication failure as a separate escalation item | David Kim | 15 Apr 2026Pastsaid “today” | 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. | Support Case #6147 - Summit Trust Det… 15 Apr 2026 | ||
| Send Summit Trust and their account manager a formal incident summary covering the March outage, latency root cause, remediation, and resolution | David Kim | 16 Apr 2026Pastsaid “by end of business tomorrow” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Support Case #6147 - Summit Trust Det… 15 Apr 2026 |
Stratos Cloud3
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Switch Stratos's LogVault integration from batched pushes to streaming mode | David Kim | 22 Apr 2026Pastsaid “today” | 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. | Support Case #3536 - Stratos Cloud Lo… 22 Apr 2026 | ||
| Backfill missed Aegis Detect events to Stratos LogVault and notify Damien on start and completion | David Kim | 22 Apr 2026Pastsaid “one to two hours” | 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. | Support Case #3536 - Stratos Cloud Lo… 22 Apr 2026 | ||
| Send Damien a written incident summary covering root cause, timeline, affected data, and fixes | Priya Patel | 23 Apr 2026Pastsaid “end of business tomorrow” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Support Case #3536 - Stratos Cloud Lo… 22 Apr 2026 |
Blackridge Investments3
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Send Blackridge a scoped proof of concept proposal with a timeline and implementation team contact for HIPAA reporting. | Lisa Park | 24 Apr 2026Pastsaid “by end of week” | 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. | Aegis / Blackridge Investments - HIPA… 21 Apr 2026 | ||
| Send follow-up email with early access intake form and API documentation links. | Priya Patel | 25 Apr 2026Pastsaid “within the hour” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Support Case #8811 - Blackridge Inves… 25 Apr 2026 | ||
| Test the annotation feature on the SOC 2 report as a stopgap for internal control documentation. | Warren Beck | 25 Apr 2026Pastsaid “this afternoon” | 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. | Support Case #8811 - Blackridge Inves… 25 Apr 2026 |
Nimbus Platform2
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Send recap and onboarding guide to Keith. | Kevin O'Brien | 1 Apr 2026Pastsaid “this afternoon” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Aegis / Nimbus Platform - Comply v2 P… 1 Apr 2026 | ||
| Schedule Comply v2 upgrade for the week of April 7, run onboarding sessions the week of April 14, and target full validation by April 21. | Kevin O'Brien | 21 Apr 2026Pastsaid “April twenty-first” | project tracking?Create, break down, or update tickets, epics, sprint boards, milestone plans, or roadmaps, including managing project trackers and task lists. | Aegis / Nimbus Platform - Comply v2 P… 1 Apr 2026 |
Trailhead2
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Send Isaac a one-pager with business case and ROI for the Comply add-on. | Rachel Torres | 10 Apr 2026Pastsaid “by end of week” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Aegis / Trailhead Marketplace - Renew… 5 Apr 2026 | ||
| Loop contracts team in this week. | Rachel Torres | 10 Apr 2026Pastsaid “this week” | 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. | Aegis / Trailhead Marketplace - Renew… 5 Apr 2026 |
Cobalt Software2
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Send the full post-incident review for the Detect outage to Lauren. | Lisa Park | 11 Apr 2026Pastsaid “after 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. | Aegis / Cobalt Software - Q2 Planning 11 Apr 2026 | ||
| Prepare two renewal proposal options: base at current tier and growth pricing in the expanded workload count. | Lisa Park | 24 Apr 2026Pastsaid “around the 24th” | 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. | Aegis / Cobalt Software - Q2 Planning 11 Apr 2026 |
Axiom Labs2
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Send scheduling link for the technical deep dive on the real-time streaming endpoint | Aisha Johnson | 17 Apr 2026Pastsaid “today” | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Aegis / Axiom Labs - Multi-Year Renew… 17 Apr 2026 | ||
| Send formal three-year renewal proposal including elastic seat model, enterprise API tier, pricing, and QBR cadence | Aisha Johnson | 24 Apr 2026Pastsaid “by end of next week” | 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. | Aegis / Axiom Labs - Multi-Year Renew… 17 Apr 2026 |
Coastal Living2
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Send formal onboarding plan document covering phases, timelines, resource requirements, and business impact analysis template. | Kevin O'Brien | 20 Apr 2026Pastsaid “by end of day tomorrow” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Aegis / Coastal Living Co - Protect M… 19 Apr 2026 | ||
| Send calendar invite for Wednesday kickoff call with implementation lead. | Kevin O'Brien | 20 Apr 2026Pastsaid “by end of day tomorrow” | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Aegis / Coastal Living Co - Protect M… 19 Apr 2026 |
Bridgeport Health2
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| James will send Evelyn the final renewal documents today. | James Mitchell | 23 Apr 2026Pastsaid “today” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Aegis / Bridgeport Health - Renewal F… 23 Apr 2026 | ||
| Kevin will schedule a Comply v2 deep-dive session with Evelyn and her compliance manager. | Kevin O'Brien | 27 Apr 2026Pastsaid “probably next week or the week after” | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Aegis / Bridgeport Health - Renewal F… 23 Apr 2026 |
Brightpath Commerce1
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Send Brightpath a follow-up email today with the technical session plan, the Aegis attendees, the timeline, and the post-March engineering documentation (post-mortem and architecture change doc). | Aisha Johnson | 22 Apr 2026Pastsaid “today” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | Aegis / Brightpath Commerce - Competi… 22 Apr 2026 |