Needs confirmation (3)
Review- CallTeams call with Reagan Doss
22 min. Discussed dock office layout and timeline; sending discovery deck.
Jun 17, 11:05 AM - EmailLumen lab — programming questions
Priya pushed timing to Q3, wants to revisit scope after board meeting.
Jun 16, 10:14 PM - EmailIntro from Cypress Grove board member
Warm intro — system suggests adding board member as Influencer.
Jun 16, 3:12 PM
Captured automatically
- EmailRe: Outpatient tower — finish schedule
Amelia confirmed the warm-palette direction and asked for two flooring alternates by Friday…
Jun 17, 2:22 PM - MeetingWalkthrough — Plant 3 office area
Captured by Microsoft 365 calendar. Recap drafted.
Jun 17, 1:00 PM - FileSOW-Northwind-rev3.pdf added to Egnyte
Synced from /Pursuits/Northwind/Outpatient/ — linked to pursuit.
Jun 16, 8:01 PM - MeetingPre-meeting brief generated
AI brief covers history, decision dynamics, three questions to ask owner.
Jun 16, 4:45 PM - NoteRiverbend budget cycle confirmed Aug 1
From Read AI meeting transcript.
Jun 16, 1:30 PM
Capture sources
- Microsoft 365 MailConnected · 14 mailboxes
- Microsoft 365 CalendarConnected · last sync 2m ago
- Teams callsConnected · 8 calls today
- Read AI notesConnected · 3 recaps today
- EgnyteConnected · file rollup active
- Twilio voice/SMSPlanned · Phase 3