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.
Blackridge Investments3
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| 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 | ||
| Rope the internal data team into exploring the Comply v2 API for pulling structured control data. | Warren Beck | 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. | Support Case #8811 - Blackridge Inves… 25 Apr 2026 | ||
| Loop Blackridge legal and compliance team into the POC approach before proceeding. Implied only | Warren Beck | 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. | Aegis / Blackridge Investments - HIPA… 21 Apr 2026 |
Crestline Wealth3
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| 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 | ||
| Share deployment plan doc with manager before kickoff | Derek Owens | 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. | Aegis / Crestline Wealth - Identity M… 24 Apr 2026 | ||
| Bring up Aegis Comply v2 with Chief Compliance Officer | Derek Owens | 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. | Aegis / Crestline Wealth - Identity M… 24 Apr 2026 |
Clearwater Medical3
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Hold off on payment of the disputed portions of the April invoice pending investigation. Implied only | No owner | 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. | Support Case #8179 - Clearwater Medic… 10 Apr 2026 | ||
| Create the IAM role with read permissions using the template and send the role ARN to Mike. | Natalie Simmons | 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. | Aegis / Clearwater Medical - Comply v… 7 Apr 2026 | ||
| Confirm that CloudTrail multi-region logging is enabled. | Natalie Simmons | 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. | Aegis / Clearwater Medical - Comply v… 7 Apr 2026 |
Redwood Clinical2
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Run the first Comply v2 baseline report before the technical working session. | Thomas Hargrove | 10 May 2026said “before that working session” | 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 / Redwood Clinical - ISO 27001… 26 Apr 2026 | ||
| Include Priya on the technical working session. ComplyImplied only | Thomas Hargrove | 10 May 2026said “on the next call” | schedule session?Arrange, coordinate, or block time for a meeting, call, demo, working session, or walkthrough, including inviting participants and confirming attendance. | Aegis / Redwood Clinical - ISO 27001… 26 Apr 2026 |
Atlas Precision2
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Introduce Priya Sanjay by email to set up the Identity conversation | Wayne Keller | 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. | Aegis / Atlas Precision - Annual Revi… 28 Apr 2026 | ||
| Pull together notes on plant floor network anomalies as a use case | Wayne Keller | 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. | Aegis / Atlas Precision - Annual Revi… 28 Apr 2026 |
Trailhead2
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Run the renewal through procurement and advocate for it internally. | Isaac Brennan | 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. | Aegis / Trailhead Marketplace - Renew… 5 Apr 2026 | ||
| Send Chris a calendar invite for the Comply onboarding technical call. | Isaac Brennan | 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. | Aegis / Trailhead Marketplace - Renew… 5 Apr 2026 |
Forge Industries2
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Email David the addresses of the two compliance analysts to add to the webinar invitation. ComplyImplied only | Dana Moretti | 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. | Support Case #1993 - Forge Industries… 3 Apr 2026 | ||
| Map existing controls to the new framework templates in Comply settings when v2 rolls out. ComplyImplied only | No owner | 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. | Support Case #1993 - Forge Industries… 3 Apr 2026 |
Nimbus Platform2
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Share the Comply v2 demo recording with head of security engineering. | Keith Donovan | 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. | Aegis / Nimbus Platform - Comply v2 P… 1 Apr 2026 | ||
| Have security engineering lead Priya contact Kevin directly after the call. | Keith Donovan | 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. | Aegis / Nimbus Platform - Comply v2 P… 1 Apr 2026 |
Bridgeport Health1
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Evelyn will forward the final contract to legal and finance for signature. | Evelyn Park | 30 Apr 2026said “by end of month” | 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 / 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 | ||
|---|---|---|---|---|---|---|
| Have Priya connect with Aisha to get the technical session on the calendar. | Kendra Wallace | 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. | Aegis / Brightpath Commerce - Competi… 22 Apr 2026 |
Coastal Living1
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Loop in two senior engineers for the Protect kickoff call. | Vanessa Cruz | 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. | Aegis / Coastal Living Co - Protect M… 19 Apr 2026 |
Axiom Labs1
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Loop in VP of Finance and legal team for the renewal contract review | Ryan Caldwell | 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. | Aegis / Axiom Labs - Multi-Year Renew… 17 Apr 2026 |
Pinnacle Insurance1
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Download the CSV export of the control status data as a backup for internal reference ahead of the audit. | Oliver Grant | 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. | Support Case #3296 - Pinnacle Insuran… 8 Apr 2026 |
Silverline Brands1
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Call | ||
|---|---|---|---|---|---|---|
| Arrange hands-on walkthrough for compliance lead with Kevin after Comply v2 GA. | Dominic Flores | 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. | Aegis / Silverline Brands - Comply v2… 3 Apr 2026 |