Member roster
Select a member to see their prepared brief
| Member | Company | Revenue | Group | Next 1:1 | Open | Last contact |
|---|
1:1 Brief
Reads in about two minutes. Nothing in it is ever shared with the group.
After the call
Review the right side against your note, then file. Nothing files without your review.
Your voice note, transcribed
Raw call summary
Structured extraction
What gets filed
Hand the nightly scrap report to Gil and set a 4% target
Due Aug 28, 2026
Call her brother Tom about the stalled buy-sell draft
Due Sep 5, 2026
CFO search: second recruiter has two candidates queued for mid-September
Updates the open CFO search thread
Maya's Purdue drop-off is Monday; the empty house is weighing on her
Files to the personal file, chair only
Group days
Check agenda items as you prep. Select a queued issue to see why it made the list.
Library
Open a resource, then queue it for a member's next 1:1. Shared items never contain member records.