📊 Daily Briefing — Monday 27 April 2026
AI Chief of Staff · Niall O'Leary · Week 18
Generated 08:05 AMS
✓ VIKTOR-FEED
📋 49 Open Tasks ⚡ 30 Due Today ⏳ 29 W/F Open 🗓 10 Meetings Today 🔴 W243 Go/No-Go DUE ⚠️ April M/E Accruals
⚡ Intelligence Flags
🔴 W243 Ramp Go/No-Go — Gary Malone decision DUE TODAY (Gary 1:1 at 10:00)
🟠 16 W/F due TODAY — top: Gary (Ramp Go/No-Go, W238), Gavin (3 items), Conleth, Richard Aponte
🟠 April M/E Accruals — Jean asking for restructuring vendor list (bring to 11:00)
🟠 Conleth CAD Query — GDC Media (HIGH importance) — respond before Treasury 1:1 at 15:00
🟠 ACH Positive Pay — decision deadline passed (5PM PDT Fri) — check status
✅ VIKTOR-FEED ✓ (Fri 24 Apr EOD) — Calendar fully loaded (10 meetings)
49
Open Tasks
8
BUILD-STRAT
11
BUILD
17
SOLVE
13
STATUS
31
W/F Open
30
Due Today
🗓 Calendar — Monday 27 April 2026 VIKTOR-FEED ✓ (Fri 24 Apr)
07:30
Morning Briefing
solo STATUS
09:00
AR Report Review
Nicola Iddon STATUS
10:00
Gary / Niall 1:1
Gary Malone BUILD
11:00
Jean–Niall Catch Up
Jean Costello SOLVE
12:00
Weekly AP Report
AP Team STATUS
13:00
Next Stage
— STRAT
14:00
Seamus Monthly Check-in
Seamus Barry SOLVE
15:00
Treasury 1:1
Conleth Fay BUILD
16:00
NB Opco Prep
— STATUS
17:00
Niall / Gavin 1:1
Gavin Smith BUILD
18:00
End of Day Scan
Niall STATUS
📌 Task Board — Due Today & Overdue (30 tasks)
🔵 BUILD-STRAT (3)
T331 TODAY
Be fully prepared for Project — Forecasts nailed, Vendor/Costs known, funct…
T339 TODAY
Have clear OKR red areas + roadmap to resolve each
T331 TODAY
Project prep — forecasts nailed, vendor/costs known, functions-impacted hav…
🏗️ BUILD (10)
T224 TODAY
Gavin — New CEO Audience: create reporting/context layer solution; also add…
T228 TODAY
Conleth — Set up Account Rationalisation as a running report
T274 TODAY
Gary reorg plans — have ready for Wed 22 Apr 1:1
T280 TODAY
Reorg views — Gary team structure, Jean needs, AR+billing, FP&A with AI
T281 TODAY
Adjustment Claude process — refine and update the Claude prompt/process for…
T285 TODAY
⚠️ QUARTERLY WORKSHOP PREP — know objectives, key takeaways, what to presen…
T286 TODAY
Review Claude chat — https://claude.ai/chat/019b4106-d7f1-44a0-8534-2ef8b26…
T310 TODAY
Research Automation Expert role — what does this look like vs Finance Syste…
T318 TODAY
Rollcard — understand how money is made: basic model, revenue drivers, wher…
T332 TODAY
Create honest assessment of what's missing from weekly reporting cadence
🤝 SOLVE (7)
T226 TODAY
Gavin — Cost Reporting: anticipate upcoming changes and use opportunity to …
T229 TODAY
Reporting Project — Assess use of Claude Code in Finance reporting solution…
T301 TODAY
Gary 1:1 — Calm intensity on BUA; stress Ramp priority (senior leaders watc…
T302 TODAY
Seamus 1:1 — Automate Keith's manual steps; Anna processes still undocument…
T303 TODAY
Gavin 1:1 — Partner Roadmap: take SVPs through it; Mike move to Lee; Colin …
T304 TODAY
Conleth 1:1 — Rollcard progress update; latest on drawdown
T308 TODAY
Check mails: confirm NetSuite partner June 1 target date — is this confirme…
📊 STATUS (10)
T231 TODAY
OKR 1 — Momcilo: ensure FP&A team clear on how to upload scenarios to Ramp;…
T232 TODAY
OKR 2 — Check with Gavin if Commercial & Paid forecasting models are resolv…
T234 TODAY
OKR 5 — Message Robert for update on BS/P&L reconciliation automation progr…
T235 TODAY
OKR 5 — Get update on Contract Mgmt System: project latest, system scope & …
T237 TODAY
AI Automation — Get FP&A team to post new reports created on group channel;…
T311 TODAY
Elias — confirm Pedro move date for Leapfin non-affiliate work; unlock hand…
T313 TODAY
Gavin — brief on FP&A divisional engagement plan; agree approach for engagi…
T314 TODAY
SVP Readiness: prepare Finance department wins summary (3 bullets) for Kevi…
T319 TODAY
Review Cash Forecast — Claude review, check vs Forecasts
T337 TODAY
Get AI agent ideas from direct reports + identify documentation gaps (pre-R…
⏳ Waiting-For Board — Overdue & Due Today
🔴 OVERDUE (0 items)
None overdue ✓
🟠 DUE TODAY (16 items)
W009 Mike
Mike (and/or Gavin) — Validate Rotowire Contract Waterfall
W137 Elias
Elias — Raise Neologik with Ian; provide update on his recommendations
W147 Gavin
Gavin — Send Niall link to Confluence page with vertical lead content
W149 Gavin
Gavin — Slack Pete (Niall included) re new analyst numbers from earnings
W174 Aleksandra
Aleks — Tell Niall in 2 weeks where Claude can come back to her on
W175 Sinead
Sinead — Raise with Gary/Niall where Ramp design will not be met
W185 Conleth
Rollcard Funds Flow — Reserve Account requirement in MSA (Conleth flagged
W191 Gavin
Gavin Smith — Send what he wants from FP&A perspective re Ramp (expected
W238 Gary
Gary — Ensure all test pilot items end at a non-payment endpoint; coordinat…
W242 Elias
Elias — Confirm Pedro move plan
W243 Gary
Gary — Ramp Pilot Go / No Go decision
W246 Gary
Gary Munson — Confirm source of Rollcard Vendor Management Policy (Claude-g…
W249 Richard
Richard Aponte — Finalise data mapping vs Rollcard chart of accounts; lead
W251 Conleth
Conleth Fay — Operational walkthrough sign-off + invoicing/AP flow alignmen…
W253 Momcilo
Momcilo — Confirm SpendSmart meeting recording
W254 Jean
Jean Costello — NetSuite IT Support Agreement (3EN): feedback on approval
📤 Sent Commitments — Friday 24 April (Follow-Up)
To: JustineResponded on Career Pathways
To: CharmaineActioned NetSuite users
To: Kevin / Elias / RichardRamp intro sent
To: Milana SamardzicSharePoint access actioned
To: Adrian ObletonZapier follow-up sent
🚀 Project Pulse
💳 SpendSmart (Ramp)
W243 Go/No-Go — Gary (due TODAY)
NetSuite PO field clean-up ongoing
Profit Centre duplication issue
Ramp intro sent to Kevin/Elias/Richard
W255 Adrion Obleton — Zapier response due Tue
⚡ Project Kronos (UKG)
NetSuite IT Support Agreement (3EN)
ACH Positive Pay decision (check status)
W256 Jean — IT MSA comments (due Tue)
W257 Seamus — 3EN prioritisation list (due Tue)
NetSuite user approvals — Charmaine
🃏 Rollcard
W249 Richard — data mapping + wires testing
W251 Conleth — operational walkthrough
W246 Gary Munson — vendor policy source
Mike G — Finance Partner (Rollcard vendor)
Upside case model → SharePoint (Mike G)
⚡ Suggested Sequence — Monday 27 April
Use this as your battle plan. Adjust based on what lands in your inbox before 09:00.
🌅 Morning
1Review Rollcard model & Mike G's feedback (pre-09:00)
209:00 AR Report Review with Nicola Iddon
310:00 Gary 1:1 → push W243 Ramp Go/No-Go decision
411:00 Jean catch-up → bring restructuring vendor list for April M/E
512:00 Weekly AP Report — AP team
☀️ Afternoon
113:00 Next Stage meeting
214:00 Seamus Monthly Check-in — 3EN priorities, NetSuite transition
3Pre-15:00 — reply to Conleth CAD query + ACH Positive Pay
415:00 Treasury 1:1 — Conleth (Rollcard reserve, W185, W251)
516:00 NB Opco Prep
617:00 Gavin 1:1 — Ramp FP&A, OKR reds, reorg options
📅 3-Day Lookahead
Tue 28 Apr
  • W255 Adrian Obleton — Zapier response due
  • W256 Jean — IT MSA comments confirmed
  • W257 Seamus — 3EN prioritisation list
  • Continue Finance AI layer review
Wed 29 Apr
  • April M/E close — accruals check
  • T332 Weekly reporting cadence assessment
  • Marlon — Adjustment process impact check
Thu 30 Apr
  • W255 Marlon — Adjustment process (SB gone)
  • April close final push
  • OKR red areas roadmap (T339)
💪 Training
Week 18 — Training Tracker
0
Lifts W18
0
Runs W18
21d
Since Last Session
Last logged session: Mon 6 Apr (run + lift). Log a session with "run done" or "lift done". Three weeks without a session — aim to get one in this week.