Action Items

Rolling status across all meetings. Updated on every meeting ingest. Each item carries owner, source meeting, and due date when known. Closed items keep a (closed YYYY-MM-DD) annotation so the audit trail survives.

Open

• saar-arbel → Provision guy-barkat a Monday Personal account + Brain/NoteTaker setup. Source: 2026-05-06-brain-os-strategy-brainstorm. Due: next session. (Note 2026-05-31: switched to Spinach + Monday NoteTaker MCP since etoro blocks NoteTaker by default; new pair-install action below supersedes the mechanics.)

• guy-barkat → Install Monday NoteTaker MCP in his Cursor; start own Brain context. Source: 2026-05-06-brain-os-strategy-brainstorm. Due: before next session. (Note 2026-05-31: still pending; see new pair-install action below.)

• Team → Glean competitive deep-dive (esp. permissions architecture). Source: 2026-05-06-brain-os-strategy-brainstorm. Due: before yoni pitch.

• Team → Sierra demo via etoro angle. Source: 2026-05-06-brain-os-strategy-brainstorm. Due: before yoni pitch.

• Team → Schedule yoni pitch (~late May 2026); pitch must answer “next two steps beyond OS” before booking. Source: 2026-05-06-brain-os-strategy-brainstorm.

• guy-barkat → Share axonius CTO conversation outcomes with the team for directions input. Source: 2026-05-27-directions-vertical-pivot-and-prediction-markets. Due: after Wed 2026-06-03 dinner.

• nizan-shifman → Send the team the monday-agents-month submission list (~3,000 entries) for Brain-shaped use-case mining. Source: 2026-05-27-directions-vertical-pivot-and-prediction-markets.

• matan-amram → Connect nizan-shifman / guy-barkat with his tendering/procurement department colleague for a deeper dive on bid workflow and AI opportunities. Source: 2026-06-04-directions-matan-construction.

• guy-barkat → Follow up with “Moshiko” (construction contact, last name unknown) for the subcontractor/labor-deployment perspective. Source: 2026-06-04-directions-matan-construction.

• nizan-shifman → Optionally arrange intro to an Israeli construction subcontractor contact. Source: 2026-06-04-directions-matan-construction.

• guy-barkat → Intro the project-management-at-scale entrepreneur (his Zhabotinsky building’s developer). Source: 2026-05-27-directions-vertical-pivot-and-prediction-markets.

• Team → Schedule an offsite / working session to enumerate the highest-value agentic use cases and design the Brain shape backward from them. Source: 2026-05-27-directions-vertical-pivot-and-prediction-markets. (Note 2026-05-31: revisited as half-day Friday in-person vs 3×/week cadence; deferred to next sync.)

• Team → Defer antara meeting; revisit when pitch is sharper. Source: 2026-05-27-directions-vertical-pivot-and-prediction-markets.

• saar-arbel + guy-barkat → Decide on the sheba / ari-leshno glaucoma-tracking partnership and reply to Ari either way. Source: 2026-05-19-saar-leshno-glaucoma-data-tracking. Due: ~2026-05-22 per Ari’s ask (overdue as of 2026-05-31).

• saar-arbel + guy-barkat → Schedule a sheba site visit / shadow ari-leshno in clinic to ground the team in operational pain. Source: 2026-05-19-saar-leshno-glaucoma-data-tracking.

• saar-arbel → Provision guy-barkat and nizan-shifman as collaborators on the Brain GitHub repo (private personal repo, not Monday’s). Awaiting their GitHub-connected emails. Source: 2026-05-31-directions-connect-businesses-and-brain-scaling. Due: this week.

• saar-arbel + guy-barkat → 1-hour pair session this week to install Spinach + Monday NoteTaker MCP and wire Guy’s recordings into the Brain. Source: 2026-05-31-directions-connect-businesses-and-brain-scaling. Due: this week.

• guy-barkat → Start recording his etoro meetings via Spinach so the Brain has data to ingest. Source: 2026-05-31-directions-connect-businesses-and-brain-scaling. Due: ongoing, starting this week.

• saar-arbel → Run the daniela AM Brain pilot at harmony for ~1 week; assess day-to-day workflow impact and iterate. Source: 2026-06-02-directions-account-management-vertical. Due: 2026-06-09.

• nizan-shifman → Send guy-barkat the agentic-CRM competitive landscape (~6 competitor startups). Source: 2026-06-02-directions-account-management-vertical. Due: this week.

• guy-barkat → Schedule a follow-up with ofer-polivoda to go deeper on AM pain points, especially relationship intelligence, future planning, and which outputs an AM leader would pay for. Source: 2026-06-15-directions-ofer-polivoda-am-operator-interview.

• guy-barkat → Source additional AM/CS operator interviews, prioritizing group-manager/director-level people and senior practitioners who know the day-to-day deeply. Source: 2026-06-16-directions-ran-levy-fiverr-cs-operator-interview.

• Team → Digest the ran-levy / fiverr interview, ofri-avivi / cymulate interview, and other same-day AM interviews into a sharper view of whether the first AM wedge is enterprise AM, renewals-management-wedge, scaled CS, or marketplace seller-success. Source: 2026-06-16-directions-ran-levy-fiverr-cs-operator-interview. Due: this week.

• guy-barkat → Connect Gal (Dave-AI startup, Monday alumni) with the team for AM practitioner feedback. Source: 2026-06-02-directions-account-management-vertical.

• Team → Choose the wedge to work on this week and finish a demo or POC that can be shown to real operators. Source: 2026-06-13-directions-revenue-cycle-and-construction-poc. Due: this week.

• saar-arbel → Continue warming the construction design-partner path and test whether the exec-cockpit / company-brain demo triggers willingness to pay. Source: 2026-06-13-directions-revenue-cycle-and-construction-poc. Due: this week.

• Team → Validate the account-management-vertical with operator conversations, including the ofer-polivoda path if available. Source: 2026-06-13-directions-revenue-cycle-and-construction-poc. Due: this week. (Note 2026-06-15: first ofer-polivoda interview completed; continue follow-up. Note 2026-06-16: ran-levy / fiverr added a scaled-CS marketplace counterexample; ofri-avivi / cymulate added a renewals-manager workflow.)

• Team → Pressure-test the revenue-cycle-brain wedge by defining the smallest data-source set and buyer that can produce Day-1 value. Source: 2026-06-13-directions-revenue-cycle-and-construction-poc. Due: this week.

• Team → Interview at least five AM/CS operators this week without leading with “Brain”; start with ofer-polivoda and expand through Monday, Fiverr, Orca AI, Wonderful/FDE, MongoDB, or similar contacts. Source: 2026-06-14-directions-from-home-strategy-brain-dogfooding. Due: this week. (Note 2026-06-15/16: ofer-polivoda, ran-levy, and ofri-avivi interviews completed; continue remaining coverage.)

• Team → Bring the largest concrete problems from AM, revenue-cycle/marketing, and construction to the next directions session, then choose the problem before choosing whether Brain is the solution. Source: 2026-06-14-directions-from-home-strategy-brain-dogfooding. Due: next session.

• saar-arbel → Arrange access to the Saar/Tom Monday revenue-cycle MVP/demo notes so the team can evaluate whether revenue-cycle-brain creates value beyond data engineering. Source: 2026-06-14-directions-from-home-strategy-brain-dogfooding.

• guy-barkat → Schedule at least two construction / construction-management interviews for the coming week, using friendlier mid-tier contacts before burning senior leads. Source: 2026-06-20-directions-planning-the-week-18-30. Due: this week.

• saar-arbel → Update and share the Founder-Market Fit table covering account-management-vertical, construction, HR, Legal Ops, and hi-tech enterprise. Source: 2026-06-20-directions-planning-the-week-18-30. Due: this week.

• Team → Each participant should try to arrange roughly three additional user interviews so the group can reach about ten interviews per week. Source: 2026-06-20-directions-planning-the-week-18-30. Due: this week.

• nizan-shifman → Schedule a Monday/Tuesday ideation session to review recent VC / YC investments and extract possible directions. Source: 2026-06-20-directions-planning-the-week-18-30. Due: this week.

• guy-barkat → Open a user-interviews account, evaluate pay-as-you-go vs. package pricing, and begin sourcing paid interviewees. Source: 2026-06-20-directions-planning-the-week-18-30. Due: this week.

• nizan-shifman → Schedule a construction deep-dive with sefi. Source: 2026-06-20-directions-planning-the-week-18-30. Due: this week. (Reconfirmed in 2026-06-21-directions-roy-keren-salesforce-gtm-ai-interview.)

• tom-granit-ramu → Intro the team to recently-departed Lemonade people and US insurance operators (coordinating with nizan-shifman). Source: 2026-08-03-directions-tom-granit-lemonade-car-insurance-interview.

• saar-arbel → Schedule a longer follow-up session with shai-slobodov on insurance entry / carrier ecosystem; give 2+ days’ notice; consider in-person. Source: 2026-08-03-directions-shai-slobodov-lemonade-carrier-interview.

• Team → Continue structured insurance research sessions and master the terminology (BOP, P&C, BOR, MGA economics, loss ratios, reinsurance) before the alon-huri conversation. Source: 2026-08-03-directions-smb-insurance-value-chain-mapping.

• Team → Review the last two years of YC insurance investments one by one; dissect coverwatch’s “we’re alone” claim. Source: 2026-08-03-directions-smb-insurance-value-chain-mapping.

• saar-arbel → Research Robinhood’s lifecycle: broker vs. MGA-equivalent at each phase of its vertical integration. Source: 2026-08-03-directions-smb-insurance-value-chain-mapping.

• Team → Follow-up session mapping the concrete jobs of each insurance value-chain block (broker, MGA, carrier, wholesaler) to pick the exact entry point. Source: 2026-08-03-directions-smb-insurance-value-chain-mapping.

• Team → Investigate technological + regulatory feasibility of accessing policy/carrier data (policy documents, base pricing, data-sharing restrictions). Source: 2026-08-03-directions-round-2-super-broker-vision.

• saar-arbel → Feed the 2026-08-07 session into the brain, produce a multi-page summary, and send it plus the video to guy-barkat (“must watch the last hour”). Source: 2026-08-07-directions-nizan-saar-ai-brokerage-thesis-and-pitch.

• nizan-shifman → Draft initial answers to the open questions (first segment, processes optimized, differentiation, GTM) for the next session. Source: 2026-08-07-directions-nizan-saar-ai-brokerage-thesis-and-pitch.

• saar-arbel → Continue segment research (robotics integrators, data centers, businesses-deploying-AI): TAM, CAGR, fragmentation, existing supply; add a “TAM potential” section to the research doc. Source: 2026-08-07-directions-nizan-saar-ai-brokerage-thesis-and-pitch.

• Team → Return to timor-arbel-sadras with a sharpened direction (acute-pain identification in brokerage/MGA) at a more advanced stage. Source: 2026-08-09-directions-timor-arbel-sadras-growth-vc-advisory.

• saar-arbel → Re-interview goldfus properly as a design partner; validate the “would pay tens of thousands for 90% operational relief” claim. Source: 2026-08-09-directions-operational-ai-and-axiom-challenge.

• Team → Clarify the regulatory position on recording/consent for insurance calls containing pension, salary, and premium data. Source: 2026-08-09-directions-operational-ai-and-axiom-challenge.

• Team → Sharpen the target segment before the next alon-huri conversation (“we’re too high in the air”); the Tuesday meeting is expected to be answers, not brainstorm. Source: 2026-08-09-directions-operational-ai-and-axiom-challenge. Due: next Tuesday.

• Team → Diligence Accolite (construction wedge), Kinro, and RiskyTix (robotics/autonomy span) specifically. Source: 2026-08-09-directions-operational-ai-and-axiom-challenge.

• saar-arbel → Build the SMB survey on wynter/Listenna: segment by size/vertical (IT services, accounting, restaurants), reuse the Harmony survey base, 30–50 respondents. Source: 2026-08-10-directions-smb-survey-verticals-and-fida.

• saar-arbel + guy-barkat → Set the follow-up alon-huri meeting within ~2 weeks, arriving with broker-side and customer-side validation. Source: 2026-08-13-directions-fundraising-and-validation-plan. Due: ~2026-08-27.

• guy-barkat → 1-hour fundraising workshop with his father (brm): round management, seed valuation/amount, Team8-vs-other-funds path. Source: 2026-08-13-directions-fundraising-and-validation-plan.

• guy-barkat + saar-arbel → Find a US broker design partner for the free “transformation” via personal networks (Guy’s US contacts, fathers’ broker connections, avner’s network) before LinkedIn cold outreach; Israeli fallback: avner/goldfus. Source: 2026-08-13-directions-fundraising-and-validation-plan.

• saar-arbel → Design and launch the ~₪5K demand-validation experiment (PPC ads, Cover-style landing page/waiting list, survey, organic Reddit) with explicit click/conversion/intent metrics. Source: 2026-08-13-directions-fundraising-and-validation-plan.

• guy-barkat → Map the broker’s jobs-to-be-done (vs client and vs carrier) and master the major insurance lines/jargon before the maor-friedman/VC meetings. Source: 2026-08-13-directions-fundraising-and-validation-plan.

• saar-arbel → Add the deck’s technical layer: integrations (MS Teams/Zoom/Google Meet capture, canopy-connect/InsureGrid, comparative raters), aggregation/webhooks, AI-driven policy comparison. Source: 2026-08-15-directions-acquisition-wedge-and-deck-structure. Due: 2026-08-25.

• guy-barkat → Regulatory research: per-state broker licenses, the DRLP construct, licensing-service companies for insurtech founders + package costs. Source: 2026-08-15-directions-acquisition-wedge-and-deck-structure. Due: 2026-08-25.

• guy-barkat → Meet licensing/compliance service companies; summarize terms and costs for the deck’s Plan/Regulation chapters; derive the partner-brokerage route (existing brokerage lends licenses + takes traffic for a share). Source: 2026-08-15-directions-acquisition-wedge-and-deck-structure. Due: 2026-08-25.

• guy-barkat → Set the tomer-shalom meeting to open doors to strong US agencies/brokerages (partner + Letter-of-Intent candidates for the deck). Source: 2026-08-15-directions-acquisition-wedge-and-deck-structure. Due: 2026-08-20.

• saar-arbel → Research brokerage APIs/infra providers (e.g. coverforce); sign up where relevant and evaluate integration fit for Actually. Source: 2026-08-16-directions-broker-jobs-to-be-done-map.

• nizan-shifman → Prepare, by tonight, the full jobs-to-be-done heat map (grouped, old-world/new-world zoom-in comparison, value summary) for the investor deck. Source: 2026-08-16-directions-broker-jobs-to-be-done-map.

• guy-barkat → Consider scheduling a paid follow-up call with greg-ehly (greg.ehly@yahoo.com) to go deeper on broker workflows and pain points. Source: 2026-08-17-directions-greg-ehly-independent-broker-interview.

• guy-barkat → Review insurgrid’s documentation, pricing, and feature set and compare against canopy-connect before choosing the data-collection rail. Source: 2026-08-17-directions-insurgrid-vendor-call.

• manya-khanna → (vendor) Send API and technical documentation, carrier lists, and integration details; prepare custom API pricing tiers for the projected 100K+/month pull volume plus a formal quotation. Source: 2026-08-17-directions-insurgrid-vendor-call.

• Team → Discuss whether AX-INS-7’s “generalist + continuous corner is empty” claim still holds: coverwatch’s own public positioning already claims continuity (“continues after a policy is bound”) and incentive alignment (flat-fee) — the same two things named as Directions’ open corner. Not an automatic axiom amendment; needs a deliberate team read on whether the remaining edge is execution depth/speed/capital rather than an unoccupied concept. Source: coverwatch.

• guy-barkat → Sharpen the business case, deck and GTM model per moshe-tamir’s feedback — including evaluating the white-label-distribution-gtm model for large distribution providers and possible focus on a distinctive underwriting segment. Source: 2026-08-18-directions-moshe-tamir-gtm-and-underwriting-advisory. Due: before the investor round.

• guy-barkat → Decide on attending ITC Vegas (2026-09-29) — largest insurance-tech conference, ~10,000 attendees, full broker track; moshe-tamir holds a discount code. Start studying the companies and technologies presenting. Source: 2026-08-18-directions-moshe-tamir-gtm-and-underwriting-advisory. Due: 2026-09-29.

• nizan-shifman → Meet moshe-tamir again for feedback on the business case and deck before going out to the investor round. Source: 2026-08-18-directions-moshe-tamir-gtm-and-underwriting-advisory.

• moshe-tamir → (external) Connect the team to danny-tsiddon at viola-fintech and to insurify, for depth on the aggregator model and as a potential investor. Source: 2026-08-18-directions-moshe-tamir-gtm-and-underwriting-advisory.

• Team → Decide on the three axiom tensions raised 2026-08-18: AX-INS-4/8 (broker-tooling-on-revenue-share as a learning step, not as the business), AX-INS-9 (Israel-first for cheap customer-experience learning), and AX-INS-7 (does the underwriting-value objection defeat generalist positioning, or does the commission-neutral fixed fee sidestep it?). Axioms change only by logged team decision. Source: 2026-08-18-directions-moshe-tamir-gtm-and-underwriting-advisory.

• Team → Reconcile the market-sizing and jobs-count figures before the investor round: $125B/$25B commissions and 21 jobs were presented externally on 2026-08-18, against $132B/$18–26B in ai-brokerage-tam-model, nine jobs in broker-jobs-to-be-done-map and a 20-job machine in insurance-technology-vision. Source: 2026-08-18-directions-moshe-tamir-gtm-and-underwriting-advisory.

• guy-barkat → Research the B2C direction in depth for a digital insurance brokerage, including studying next-insurance’s niche-first play and analysing a starting SMB vertical. Source: 2026-08-19-directions-gtm-focus-and-research-split.

• nizan-shifman + saar-arbel → Research B2B and partnership directions with medium-to-large companies, including the “AI-native super-broker layer inside someone else’s distribution” idea. Source: 2026-08-19-directions-gtm-focus-and-research-split. See white-label-distribution-gtm.

• saar-arbel → Research the “Gong for brokers” direction: notetaker→AMS connection and reducing manual data entry; the bar is “doing the work for them”, not depositing a transcript. Source: 2026-08-19-directions-gtm-focus-and-research-split.

• guy-barkat → Evaluate specific SMB verticals (startups, general contractors, restaurants) for opportunity size, policy overlap, and fit with deep digital onboarding. Source: 2026-08-19-directions-b2c-vs-b2b-verticals-and-mga-principles.

• nizan-shifman → Roll 80–90% of existing knowledge into the VC deck: how brokers earn, where the market is broken, jobs to be done, and the values the system delivers. Source: 2026-08-20-directions-value-led-gtm-and-book-purchase. Due: 2026-08-30.

• guy-barkat → Set the alon-huri meeting for end of next week and make contact Sunday for a short prep call. Source: 2026-08-20-directions-value-led-gtm-and-book-purchase. Due: 2026-08-23.

• nizan-shifman → Coordinate the team’s next working session in the group chat to continue on the deck and the model. Source: 2026-08-20-directions-value-led-gtm-and-book-purchase. Due: 2026-08-22.

• guy-barkat → Book a call with a US broker-licensing service; examine registering the license to an American employee/DRLP. Source: 2026-08-20-directions-value-led-gtm-and-book-purchase. Due: 2026-08-24.

• saar-arbel → Research and sketch the quoting and appetiting flow, including initial use of integrations/APIs and the V1 architecture; target a demo that proves capability to Huri and VCs. Source: 2026-08-20-directions-value-led-gtm-and-book-purchase. Due: 2026-08-30.

• guy-barkat → Obtain jasmyne-mcdonald’s email for further contact and potential paid follow-ups — priority ask: her actual retention rate on the book she purchased. Source: 2026-08-20-directions-jasmyne-mcdonald-farmers-captive-interview.

• Team → Decide AX-INS-3: net-book purchase as an acquisition channel is precisely the axiom’s revisit trigger, and the direction now leans on it. Axioms change only by logged team decision. Source: 2026-08-20-directions-value-led-gtm-and-book-purchase · bought-books-convert-cheaper-than-paid-acquisition.

• Team → Resolve the two open strategy questions before the deck: is a vertical the edge or the trap (2026-08-19-directions-b2c-vs-b2b-verticals-and-mga-principles), and is the headline price or experience (ai-broker-price-reduction-levers)? Only one can lead the message.

In progress

• guy-barkat → Follow up with chairman of winner-toto to triage prediction-markets-regulatory-play thesis. Source: 2026-05-27-directions-vertical-pivot-and-prediction-markets. (Status 2026-05-31: tomer-shalom’s assistant reached out to schedule a high-priority meeting this week — escalation now in motion. Triage gate live.)
• Team → Formulate a structured vision pitch sharpening the super-broker differentiation; set a date with alon-huri (do not pitch before differentiation is sharp). Source: 2026-08-03-directions-round-2-super-broker-vision. (Status 2026-08-07: deck ToC defined, thesis locked, category-creation frame adopted as the differentiation answer; segment + GTM still open — see the 2026-08-07 session items. Status 2026-08-15: deck built 2026-08-10 under working name “Ainsure”, restructured 2026-08-15 with chapter ownership; the round itself reframed as already-live — see insurance-seed-fundraising. NOTE: the deck’s differentiation drifted to fixed-fee/continuity rather than the category-creation frame — AX-INS-5 tension undecided.) (moved 2026-08-07)
• Team → Build the presentation per the agreed ToC (Insurance Market → Players → Where the money sticks → AI opportunities → Dynamics 1.0→2.0 → Strategic opportunity → Money → Pain → Solution → Competition) and collect supporting data per section. Source: 2026-08-07-directions-nizan-saar-ai-brokerage-thesis-and-pitch. (Status 2026-08-15: in active execution — draft built 2026-08-10-directions-huri-pitch-deck-build, restructured to Problem/Vision/Solution/GTM/Competition/Early Validation/Plan/Ask with per-chapter owners 2026-08-15-directions-acquisition-wedge-and-deck-structure.) (moved 2026-08-15)
• saar-arbel + nizan-shifman → Organized competitor deep-dive on coverwatch, harper, corgi, furtherai: value model, verticals, AI usage of each. Source: 2026-08-03-directions-round-2-super-broker-vision. (Status 2026-08-07: Corgi dissected → the category-creation lesson; nizan-shifman now owns the expanded deep-dive incl. wonderful and Founders Shield, mapped into four competition rings.) (moved 2026-08-07)
• nizan-shifman + saar-arbel → Write the deck’s “The Solution” chapter: sharp AI-native-broker definition, 5–6 core jobs-to-be-done across the three axes, connected to product value and tech. Source: 2026-08-15-directions-acquisition-wedge-and-deck-structure. Due: 2026-08-18. (Status 2026-08-16: full nine-job broker-jobs-to-be-done-map drafted and investor jobs-map narrative structure defined; heat-map visualization still in progress for tonight — see 2026-08-16-directions-broker-jobs-to-be-done-map.) (moved 2026-08-16)
• nizan-shifman → Schedule 4–5 qualitative calls with US brokerage owners/managers (red-state preference, e.g. Texas): jobs, workflows, AMS, carrier relations, appetite for platform-sourced traffic. Source: 2026-08-15-directions-acquisition-wedge-and-deck-structure. Due: 2026-08-18. (Status 2026-08-16: userinterviews.com campaign being stood up for US commercial-lines brokers; saar-arbel booking interview slots for tomorrow — see 2026-08-16-directions-broker-jobs-to-be-done-map.) (moved 2026-08-16)
• nizan-shifman → Coordinate the Monday offsite blitz of 5–6 broker user-testing meetings (film tools + workflow; “what stops you from growing”). Source: 2026-08-13-directions-fundraising-and-validation-plan. Due: 2026-08-17. (Status 2026-08-17: 2 of the 5–6 delivered — 2026-08-17-directions-greg-ehly-independent-broker-interview and 2026-08-17-directions-jim-coronado-multiline-broker-interview. Remaining sessions still to be booked.)
• guy-barkat → Research which AMS/CRM systems brokers actually run on and their capability gaps; identify goldfus’s specific legacy system. Source: 2026-08-09-directions-operational-ai-and-axiom-challenge. (Status 2026-08-17: substantially advanced — vertafore QQ Catalyst, ezlynx, and levitate observed in production and written up in broker-operational-tech-stack, including the wholesaler-doesn’t-download gap and the absent commercial rater. Still open: goldfus’s specific legacy system.)
• Team → Expand discovery beyond the ~6 people spoken to so far, targeting actual brokers/agency operators. Source: 2026-08-09-directions-operational-ai-and-axiom-challenge. (Status 2026-08-17: +2 actual US brokers interviewed, the first non-referral operator discovery in this direction.)

Done

• Team → Next sync: Sunday evening 2026-05-31. Source: 2026-05-27-directions-vertical-pivot-and-prediction-markets. (closed 2026-05-31)
• Team → Next sync: Tuesday evening, 2026-06-02. Source: 2026-05-31-directions-connect-businesses-and-brain-scaling. (closed 2026-06-02)
• nizan-shifman → Intro the construction-domain contact (back from Lebanon). Source: 2026-05-27-directions-vertical-pivot-and-prediction-markets. (closed 2026-06-04 — Matan Amram was the contact; meeting held today)
• Team → Each member arrives at the next sync with insights pulled from the Brain. Source: 2026-05-31-directions-connect-businesses-and-brain-scaling. (closed 2026-06-02)
• guy-barkat → Connect ofer-polivoda (Mixpanel regional revenue leader) with the team for AM practitioner feedback. Source: 2026-06-02-directions-account-management-vertical. (closed 2026-06-15)
• guy-barkat → Schedule the first ofer-polivoda AM interview for the validation loop. Source: 2026-06-14-directions-from-home-strategy-brain-dogfooding. (closed 2026-06-15)
• Team → Decide whether to upgrade cadence to 3×/week or schedule a half-day Friday in-person working session. Source: 2026-05-31-directions-connect-businesses-and-brain-scaling. Due: 2026-06-02 sync. (closed 2026-06-21 — superseded by the high-cadence user-discovery sprint decision)
• saar-arbel → Schedule the follow-up session (Fri/Sun) to crack segment + GTM before the alon-huri presentation. Source: 2026-08-07-directions-nizan-saar-ai-brokerage-thesis-and-pitch. Due: 2026-08-09. (closed 2026-08-15 — sessions held 2026-08-09 and 2026-08-10)
• nizan-shifman → Check the existing wynter account and estimate survey cost. Source: 2026-08-10-directions-smb-survey-verticals-and-fida. (closed 2026-08-15 — resolved in-session: 1,250 credits per 250 respondents; 30–50-respondent survey ≈ a tenth)
• saar-arbel → Build the two-track work plan (broker transformation + traction experiments) by Monday. Source: 2026-08-13-directions-fundraising-and-validation-plan. (closed 2026-08-15 — the 2026-08-15 Saturday session built the plan and assigned owners)
• Team → Hold an explicit decision session on AX-INS-2 / AX-INS-4: the team is operating against an axiom it no longer fully endorses (own the book vs. sell the tooling). Source: 2026-08-09-directions-operational-ai-and-axiom-challenge. (closed 2026-08-15 — resolved by user-directed axiom update: AX-INS-4 reaffirmed via 2026-08-15-acquisition-wedge-before-workflows, AX-INS-2 amended for partner-phase execution and later B2C; AX-INS-5 retired, AX-INS-7/8/9 added; see the 2026-08-15 refactor log entry)
• saar-arbel → Schedule interviews with US brokers for tomorrow via userinterviews.com, 11:00–20:00 Jerusalem time, against open calendar slots. Source: 2026-08-16-directions-broker-jobs-to-be-done-map. (closed 2026-08-17 — two sessions ran today: greg-ehly and jim-coronado)
• nizan-shifman → Stand up and configure the userinterviews.com research campaign for US-based independent commercial-lines insurance brokers (role/seniority filters, Google Meet format); price-check cheaper alternatives (Dscout, UserTesting) given the ~$98/session cost. Source: 2026-08-16-directions-broker-jobs-to-be-done-map. (closed 2026-08-17 — campaign delivered its first two qualified US commercial-lines brokers)

Cancelled

(none)