Respond to Richard Chang regarding operational boundaries
Re: Versatile Sales Operation - Rules and Boundariesfrom Sean French <[email protected]>· Tue, 17 Mar 2026 22:11:57 -0700
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Sean French has disagreed with the rules and boundaries set by Richard Chang; a formal response or discussion is likely required to address the disagreement.
Kady has forwarded claim details to Anthony at Lockton; the user (JD) should ensure the information is sufficient for the insurance renewal solicitation.
pending
low
Due: 2026-03-31
Review Vercel's updated Terms of Service and opt-out decision by March 31
We’re updating our Terms of Servicefrom Vercel <[email protected]>· Wed, 18 Mar 2026 17:45:26 +0000
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Vercel has updated its Terms of Service with an AI data sharing clause; the user must decide to opt out by March 31, 2026, if desired.
Cynthia was asked to verify if the double time is accurate for payroll processing by Kady Svensson; payroll is due on March 20th, so verification is needed before then.
pending
medium
Add $35 gas reimbursement to Roberto Delgado's next check
Kady Svensson directly asks Cynthia to verify if the double time is accurate for payroll; payroll is on March 20th, so this needs prompt attention.
pending
medium
Decide on meeting agenda with Sean and potentially reschedule
Re: Sean's reply - Rules & Boundariesfrom Michael Dos Santos <[email protected]>· Wed, 18 Mar 2026 11:30:45 -0400
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Mike Dos Santos indicates he will talk with Sean and may need to reschedule the 10:30 AM call if it will only be about scope alignment; a decision is required.
pending
medium
Confirm meeting agenda for 10:30 AM call to focus on new matters
Re: Sean's reply - Rules & Boundariesfrom Richard Chang <[email protected]>· Wed, 18 Mar 2026 08:21:51 -0700
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Richard Chang states the issue should not be part of the meeting and wants to talk about new and important matters; this requires alignment before the call.
pending
medium
Talk with Sean to get his full perspective on Rules & Boundaries
Re: Sean's reply - Rules & Boundariesfrom Michael Dos Santos <[email protected]>· Wed, 18 Mar 2026 11:09:14 -0400
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Mike Dos Santos commits to having a chat with Sean and reporting back, likely before the 10:30 AM call; this is a direct action item.
pending
high
Respond to Richard Chang's decision request on rules or stepping back
Re: Versatile Sales Operation - Rules and Boundariesfrom Richard Chang <[email protected]>· Wed, 18 Mar 2026 00:23:37 -0700
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Richard Chang requests a decision on whether to fully enforce rules and boundaries or have him and Ronald step back; this requires a prompt response.
Payroll specialist is requesting approval for this week's payroll, which is scheduled to be paid on March 20th, so it needs review before then.
pending
medium
Review pending Adobe user access request
You have 1 pending requests for Adobe apps to reviewfrom Adobe <[email protected]>· Wed, 18 Mar 2026 17:30:23 +0000
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Adobe admin notification indicates there is 1 pending request for someone to join the team that requires review and action.
pending
high
Due: 2026-03-18
Join call with Michael Dos Santos
Re: Sean's reply - Rules & Boundariesfrom Michael Dos Santos <[email protected]>· Wed, 18 Mar 2026 13:29:28 -0400
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Michael states 'I will jump on the call, see you in a sec' indicating an immediate or very soon meeting that requires participation.
pending
medium
Review loan accounting recaps for two sold vehicles
Re: Sean's reply - Rules & Boundariesfrom Richard Chang <[email protected]>· Wed, 18 Mar 2026 09:19:20 -0700
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Financial accounting assistant has processed payoffs for two units and attached recaps; likely requires review for accuracy and record-keeping.
pending
medium
Due: 2026-03-23
Verify incoming payment from ABCTV for $570.00
Incoming payment for goods/services provided to ABCTV: GREY'S ANATOMY S22 (CP) Cfrom "[email protected]" <[email protected]>· Wed, 18 Mar 2026 00:25:23 +0000
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Payment notification requires verification that payment is received within 1-3 business days and that the bank account details are correct.
pending
high
Due: 2026-03-18
Attend or reschedule call with Mike Dos Santos at 10:30 AM PST
Re: Sean's reply - Rules & Boundariesfrom Michael Dos Santos <[email protected]>· Wed, 18 Mar 2026 12:53:06 -0400
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Mike proposes either attending the 10:30 AM PST call (today) or rescheduling; a decision and action is required to coordinate the meeting about Sean's alignment.
pending
high
Respond to Richard Chang's decision request regarding Sean's rules and boundaries
Sean's reply - Rules & Boundariesfrom Richard Chang <[email protected]>· Wed, 18 Mar 2026 00:21:08 -0700
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Richard Chang requests a decision on whether to fully enforce rules/boundaries with Sean or have him and Ronald step back; this requires a prompt response and decision.
pending
medium
Follow up on receiving insurance claim checks from Sean/Accounting
Re: Need'Em Productions | Insurance Claim - Paid Outfrom Sean French <[email protected]>· Tue, 17 Mar 2026 17:24:14 -0700
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Sean mentions two checks have arrived and Accounting will send them; a follow-up may be needed to ensure receipt and proper handling of the insurance payment.
pending
high
Provide proof of utility payments for 11120 Peoria St.
Proof of utility payments - Account #233283from Kady Svensson <[email protected]>· Wed, 18 Mar 2026 10:06:59 -0700
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Kady Svensson has requested proof of payment for seven specific utility transactions; this is a direct request requiring a response and action to provide documentation.
pending
high
Address Claude API access being turned off
[action needed] Your Claude API access is turned offfrom Anthropic <[email protected]>· Wed, 18 Mar 2026 17:04:12 +0000 (UTC)
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The email subject indicates '[action needed]' regarding API access being disabled; this likely requires immediate login or contact with support to restore service.
pending
medium
Follow up with Lottie on Three Little Birds invoice allocation
RE: Three Little Birds Sublease Revenue - HDRfrom Lottie Tai <[email protected]>· Wed, 18 Mar 2026 11:10:22 -0500
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Lottie acknowledged the request to allocate invoices to the correct month, so a follow-up is needed to ensure it's completed.
pending
medium
Set up a Versatile ramp card for Ronald
Re: Mando's Ramp cardfrom Ronald Zelaya <[email protected]>· Wed, 18 Mar 2026 08:55:32 -0700
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Ronald confirmed he needs a Versatile ramp card to oversee expenses, requiring action to provision the card.
pending
high
Due: 2026-03-31
Follow up with Alex or Derek for March PFR packet
Re: March 2026 - PFR packetfrom Alex Reyes-Ruiz <[email protected]>· Wed, 18 Mar 2026 07:49:10 -0700
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Alex said he or Derek would send the PFR packet, and a payment of $19,835 is due by 03/31/2026, making this time-sensitive.
pending
medium
Reply to Sean Griffin about sales team reporting structure
RE: Sean/James: Connectfrom Sean Griffin <[email protected]>· Wed, 18 Mar 2026 02:04:58 +0000
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Sean Griffin asked a direct question about who the sales teams report into, requiring a response to continue the discussion.
pending
medium
Hold off on contacting Jeffrey regarding claims clarification
James Adcock states 'Sent time to connect for 30 tomorrow to go over strategy in advance of thursday call.' This is a scheduled meeting that requires attendance.
pending
medium
Schedule a call with Patrick Reddy about the sublease proposal
RE: FW: Proposal to Sublease 2911 Winona Ave, Burbank | Luminys Systemsfrom Patrick Reddy <[email protected]>· Tue, 17 Mar 2026 23:54:06 +0000
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Patrick Reddy indicates he is available for a call, and the previous email from James requested a call to discuss the proposal. Action is needed to schedule it.
pending
high
Due: 2026-03-31
Pay March 2026 adjusted total of $19,835 to Alex Reyes-Ruiz
March 2026 - PFR packetfrom Alex Reyes-Ruiz <[email protected]>· Tue, 17 Mar 2026 16:10:21 -0700
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Email states a payment of $19,835 is due by 03/31/2026, requiring action to ensure timely payment.
pending
medium
Follow up with Bladamir or Dawna for insurance claim invoice totals
Fwd: Need'Em Productions | Insurance Claim - Paid Outfrom Sean French <[email protected]>· Tue, 17 Mar 2026 15:55:09 -0700
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Sean French asks for invoice totals to determine if a deductible needs to be collected, requiring a follow-up with the named individuals.
pending
medium
Confirm receipt of insurance check and close out claim with Sarah Gersbach
Fwd: Need'Em Productions | Insurance Claim - Paid Outfrom Sean French <[email protected]>· Tue, 17 Mar 2026 15:55:09 -0700
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Sarah Gersbach is asking if the insurance claim is closed; action is needed to verify payment status and respond.
pending
medium
Review and confirm email to Sean about sales responsibilities
Re: Sales Responsibilities and Scope for Sean - Versatile / Cahuengafrom Michael Dos Santos <[email protected]>· Tue, 17 Mar 2026 18:48:44 -0400
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Mike Dos Santos provides feedback on an email draft and implies a need for confirmation before Richard Chang sends it.
pending
medium
Update ICA with Maria's local holidays and approved company policy
Faustino provided an estimated completion date of 03/27 for vehicle repairs, which the user previously asked for to share with the bank.
pending
high
Respond to Michael Dos Santos about overdue invoices
Re: Invoice for Feb 2026 Fees - $59,838.58 & Jan 2026 BB Invoice $14,707.67from Michael Dos Santos <[email protected]>· Tue, 17 Mar 2026 17:07:42 -0400
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The sender is following up on overdue invoices for Jan and Feb, indicating urgency and that the amount is adding up.
pending
medium
Review and approve local holidays for contractor agreement