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.)

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.)

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)

Cancelled

(none)