docs/ops/huddles/2026-03-02

Thomas / Michael Daily Sync

Date: 2026-03-02 Attendees: Thomas Startz, Michael Classification: huddle Source: Daisy Recorder (auto-processed)


Decisions

DecisionContext
Prioritize demo environment after recorder stabilizationNeeded for Premera presentation by end of next week
Schedule investor call with Sorensen Capital for WednesdayFollow-up driven by positive response to Premera traction story
Use sub-24-hour turnaround as key demo metricCompetitive advantage vs. Premera's current 3-5 day manual process

Key Context

  • Premera engagement: Customer wants prior auth demo EOW (end of next week); Sarah (likely decision-maker) specifically focused on turnaround time and accuracy improvements
  • Recorder bot progress: Core functionality scaffolded and working (calendar polling, Meet integration, transcript pipeline); only auth setup and E2E testing remain
  • Investor momentum: Sorensen Capital showing genuine interest; Premera use case resonating as proof point
  • Demo requirements: Need realistic case data to demonstrate medical necessity determination accuracy alongside speed

Action Items

TaskOwnerStatus
Complete auth setup for recorder botThomasPending
Run end-to-end test with real meetingThomasPending
Build demo environment with realistic case dataThomasPending
Prepare deck updates for Sorensen CapitalMichaelPending
Confirm Wednesday time block for investor callMichaelPending

Daisy

v1

What do you need?

I can pull up the fundraise pipeline, CRM accounts, hot board, meeting notes — anything in the OS.

Sonnet · read-only