๐ŸŒ… Morning Briefing
Tuesday, 17 March 2026
๐Ÿ“‹ 30 open tasks โณ 20 W/F overdue ๐Ÿ—๏ธ 2 build due today ๐Ÿ“Œ 5 non-build due today ๐ŸŽฏ RF2 in 2 days
01๐Ÿšจ PRIORITY ALERTS
๐Ÿ”ด RF2 Reforecast due THURSDAY 19 Mar โ€” Gavin tracking per plan. Confirm status today.
๐ŸŸก Kevin (Repair) โ€” check-in 7 days overdue (was due 10 Mar). Opco this morning is the touchpoint.
๐ŸŸก Opco โ€” weekly committee, next_checkin_due was 03 Mar. Attend today's Opco session.
๐ŸŸก NetSuite partner transition โ€” Q1 ends 14 days. W014 (Seamus 3EN critical items) 8d overdue.
๐Ÿ”ด Timesheet โ€” Submit Feb hibob timesheet (01/02โ€“28/02/2026) โ€” UNSUBMITTED
02๐Ÿ—๏ธ BUILD BLOCK
โœ… Clear window โ€” 09:30โ€“11:00 BUILD slot. Target 4 tasks. 2 due today โ€” pulling 2 from this week to fill the block.
IDTASKPRITYPE
T014 Rollcard preparedness โ€” check with Conleth on Finance team readiness for April 12 go-live โ†’ Conleth Fay 2026-03-14 HIGH BUILD
T015 Flesh out current Ramp status โ€” automated process push; keeping to standard off-the-shelf; may require cost accountant change 2026-03-09 MED BUILD
T006 Understand Cube Boards โ€” assess how it can surface information to the business โ†’ Gavin Smith 2026-03-20 (pulled from this week) MED BUILD
T009 Create action plan for moving AR invoice matching process to AI Agent โ†’ Paddy Sherry (pulled from this week) MED BUILD
03๐Ÿ“… MEETINGS TODAY
TIMETITLEATTENDEESPREP
09:00โ€“09:30 Morning Briefing Niall โœ… Scheduled
09:30โ€“11:00 BUILD Niall โœ… Scheduled
11:00โ€“11:30 Weekly catch-up Elias / Jean / Niall โš ๏ธ Tentative โ€” confirm
17:15โ€“17:45 End of Day Scan Niall โœ… Scheduled
โš ๏ธ 11:00 Elias/Jean catch-up is TENTATIVE โ€” confirm before building agenda. Add ExCo sharing plan topic (T086) + RF2 status.
04๐Ÿ”ฅ MUST-CLOSE TODAY
T002 Check for latest from Gavin โ€” Claude Code automated monthly reforecasting process โ†’ Gavin Smith 2026-03-14 HIGH SOLVE
T005 Post month end โ€” debrief with Seamus; check if Danny supported at month end โ†’ Seamus Barry 2026-03-16 MED ALIGN
T030 Define plan: G&A Partner coverage (Sinead vs new EU Partner) 2026-03-14 MED ALIGN
T059 Check Sinead is putting together all mappings needed to nail Ramp โ†’ Sinead 2026-03-12 MED ALIGN
T071 Relay Colin Headcount items to Gavin โ†’ Gavin Smith 2026-03-16 HIGH DELEGATE
EMAIL๐Ÿ“ง Submit Feb timesheet on hibob (01/02โ€“28/02/2026) โ€” URGENT
EMAIL๐Ÿ“ฉ Reply to kyla@gochisel.com โ€” Rollcard Project Sync invite Fri 20 Mar 08:30 PDT โ€” accept/decline
05๐Ÿ“‹ ALL OPEN TASKS (30 total)
IDTASKPRITYPE
DUE TODAY / OVERDUE (7)
T014 Rollcard preparedness โ€” check with Conleth on Finance team readiness for April 12 go-live โ†’ Conleth Fay 2026-03-14 HIGH BUILD
T015 Flesh out current Ramp status โ€” automated process push; keeping to standard off-the-shelf; may require cost accountant change 2026-03-09 MED BUILD
T002 Check for latest from Gavin โ€” Claude Code automated monthly reforecasting process โ†’ Gavin Smith 2026-03-14 HIGH SOLVE
T005 Post month end โ€” debrief with Seamus; check if Danny supported at month end โ†’ Seamus Barry 2026-03-16 MED ALIGN
T030 Define plan: G&A Partner coverage (Sinead vs new EU Partner) 2026-03-14 MED ALIGN
T059 Check Sinead is putting together all mappings needed to nail Ramp โ†’ Sinead 2026-03-12 MED ALIGN
T071 Relay Colin Headcount items to Gavin โ†’ Gavin Smith 2026-03-16 HIGH DELEGATE
THIS WEEK (16)
T006 Understand Cube Boards โ€” assess how it can surface information to the business โ†’ Gavin Smith 2026-03-20 MED BUILD
T009 Create action plan for moving AR invoice matching process to AI Agent โ†’ Paddy Sherry MED BUILD
T079 Investigate: merge Cube connector with ExCo report? โ†’ Gavin Smith 2026-03-18 MED BUILD
T085 Follow up on reorg proposal with Elias โ€” define clear plan for enabling roles โ†’ Elias Mark 2026-03-20 HIGH BUILD
T001 Check with Mike Gregoline โ€” inputs needed for FP&A in Spotlight, Rollcard, B2C and B2B โ†’ Mike Gregoline MED ALIGN
T060 Get Mike fully across Subs forecast โ†’ Mike Gregoline HIGH ALIGN
T072 Ensure Conleth aligns with Gary on Costa Rica shortfalls (basis 175k/month) โ†’ Conleth 2026-03-18 HIGH ALIGN
T075 Get Ian's Gross Profit report designed โ†’ Ian 2026-03-18 MED DELEGATE
T076 Neologik: schedule PoV call with Peter Gee + relay business case to Elias โ†’ Peter Gee 2026-03-19 HIGH ACTION
T078 Schedule review session with Nicola (AI AR) + agree update cadence โ†’ Nicola Iddon 2026-03-19 MED ACTION
T081 Kick off V1 scenario planning factors register with Gavin โ†’ Gavin Smith 2026-03-19 MED ALIGN
T082 Check in with Gavin next week on JIRA board progress โ†’ Gavin Smith 2026-03-19 LOW ALIGN
T083 Monitor feedback from Gavin on Amelia/Serbian team issues + follow up โ†’ Gavin Smith 2026-03-18 MED MONITOR
T084 Let Gavin know outcome of business partner role interview โ†’ Gavin Smith 2026-03-19 MED COMMUNICATE
T086 Add Exco sharing plan to next Elias agenda โ€” not discussed 16 Mar, must raise next time โ†’ Elias Mark 2026-03-18 MED COMMUNICATE
T090 Discuss new C-level AP approval process with Elias and summarise approach โ†’ Elias Mark 2026-03-18 HIGH ALIGN
NEXT WEEK (2)
T061 Remind Mike + Seamus next week: Leapfin plan status โ†’ Mike Gregoline MED ALIGN
T065 Anticipate noise regarding approvals โ€” plan how to solve HIGH SOLVE
BACKLOG (5)
T040 Draft 'Where we are vs where we want to be' state-of-nation (DW) 2026-03-30 MED BUILD
T038 Design Strategic Priorities H2 2026 session and OKR review (DW) 2026-03-30 MED ALIGN
T045 1:1 pre-workshop conversation with each DR (DW) 2026-04-06 MED ALIGN
T052 Follow-up 1:1s with each DR on personal commitments (DW) 2026-04-27 MED ALIGN
T054 Check Payroll is ready for EquatePlus โ†’ Fidelity transition (Apr) 2026-05-01 LOW SOLVE
06โณ WAITING FOR (20 overdue)
OVERDUE
W006 Robert Cummins โ€” Check with Abdul on 'Claude as Compliance Operator' email (Process Street) 10d overdue
W008 Gary โ€” Organise 150K credit limit review meeting โ€” Gary + Sinead 10d overdue
W009 Mike (and/or Gavin) โ€” Validate Rotowire Contract Waterfall 10d overdue
W012 Rob โ€” Create and share handover document: key tasks/processes before leave; risk areas; step-by-step instructions for balance sheet reconciliations 10d overdue
W014 Seamus โ€” 3EN Phase 1: check what can go live in parallel; draw up critical items list (sequencing + hours); brief Jean on doc, share top 15 priorities, arrange Jean/3EN intro 8d overdue
W015 Elias โ€” Confirm Pedro as SDS FBP (Ian recommendation) 8d overdue
W016 Nicola โ€” Open invoice file with virtual IBAN, IDPA, and brand info (from 2021/2022 onwards) 8d overdue
W019 Nicola โ€” Payment thresholds by IDPA (and by brand where applicable) 8d overdue
W020 Conleth โ€” Confirm Spotlight & OJ payments with Olga/Gavin 8d overdue
W021 Gavin โ€” Headcount model in BUA check 8d overdue
W026 Richard โ€” Confirm Rakuten suspension notice (Oddsjam) is in hand with Momฤilo 6d overdue
W031 Gavin/Mike โ€” Rollcard model plan (debit loss benchmarking) 5d overdue
W093 Gavin โ€” Check Cube Budget corruption (Emilija update tonight) and confirm fix / agree solution to lock down 5d overdue
W034 Gavin / Amelia โ€” Run mid-month NetSuite bills data quality check โ€” build into pre-close process 4d overdue
W035 Gary โ€” RollCard vendor matrix (who is being paid, payment terms, basis) in Excel in Slack channel; review arrangements with Connet after month end 4d overdue
W100 Seamus โ€” Pause the AR role hire (not a good look while other depts pausing) 4d overdue
W101 Gary โ€” Costa Rica payroll failure: investigate disconnect between funds request and payment; Gary resolving via GDC America tonight 4d overdue
W103 Gavin โ€” Cube housekeeping: fix NetSuite mapping rules + Data health screen 3d overdue
W131 Jean Costello โ€” Board Report deadlines discussion (Mon 12:00 catch-up) 1d overdue
W132 Richard Aponte โ€” CRB Financial form (Rollcard) โ€” confirm if resolved (asked EOD Mar 11) 1d overdue
DUE TOMORROW
W040Rob โ€” Inform relevant staff: security fobs for banking available in office; collect within 2 weekstomorrow
THIS WEEK
W095Jean / Leo โ€” Payroll MoM analysis walkthrough with Accounting team2026-03-20
W107Seamus โ€” Update on T020 (ex-XL Media Cyprus employees โ€” 5 people); next steps with Niall + Emer + McKinzey2026-03-20
NEW FROM YESTERDAY (Capture needed)
โšกSeamus โ€” Case #4445 NetSuite/Navan โ€” Seamus chasing Katrina (Newtec) on option selection โ€” Niall CC'dcapture
โšกConleth โ€” Work with Payroll on Costa Rica payroll run fix โ€” awaiting resolutioncapture
โšกNicola โ€” AR report v1 coming back; items being added for v2 + Claude matching solutioncapture
โšกGary โ€” Register all Rollcard Final MSAs under Rollcard entity in NS by EOW (per Richard A)capture
07๐ŸŽฏ OBJECTIVE ALERTS
๐Ÿ”ด STALLED ยท Simple Automated
Implement workflow management system
Linked: none | Active: no active tasks | Last reviewed: unknown (18d ago)
๐Ÿ”ด STALLED ยท Simple Automated
Appoint and onboard a dedicated Finance Systems Lead
Linked: none | Active: no active tasks | Last reviewed: unknown (18d ago)
๐Ÿ”ด STALLED ยท Culture
Address underperformance directly and with a clear process
Linked: none | Active: no active tasks | Last reviewed: unknown (18d ago)
๐Ÿ”ด STALLED ยท SVP Readiness
Build personal technical depth in key areas
Linked: none | Active: no active tasks | Last reviewed: unknown (18d ago)
๐Ÿ”ด STALLED ยท Stoic Sustainability
Embed regular exercise as a non-negotiable part of the week
Linked: none | Active: no active tasks | Last reviewed: unknown (18d ago)
08๐Ÿค STAKEHOLDER OUTREACH
Opco REPAIR Targets to Contrib, Ramp latest 14d OVERDUE
Exco WATCH ExCo Report v1 landing early W10 โ€” this resets the engagement naturally, Report approved by Elias 11d OVERDUE
Pete WATCH Analysis alignment in Finance will help him, FP&A Calendar โ€” Gavin to reach out and understand Pete's needs ahead of earnings release 11d OVERDUE
FO&P Directors WATCH โ€” 11d OVERDUE
Kevin REPAIR Assurance EOM tightened, Targets sign off 7d OVERDUE
๐Ÿ’ก Note: Opco is a weekly Tuesday standing committee โ€” attend today to reset that clock.
09๐ŸŽฅ ZOOM AI NOTES

MOST RECENT ZOOM AI (12 Mar โ€” Gary/Niall 1:1)

โ€ข Key Niall action from that call: Discuss new C-level AP approval process with Elias โ€” now captured as T090

No new Zoom AI email in inbox today.

NIALL'S ELIAS MEETING NOTES (Mon 16 Mar โ€” posted in #niall channel)

  • ExCo report: quarterly phasing to be added to v2 (Gavin action)
  • ExCo sharing plan not discussed โ€” must raise next time (T086)
  • RF2 committed for Thursday โ€” Gavin trending per plan โœ…
  • Scenario planning agreed โ€” push with Gavin
  • Reorg proposal shared โœ… โ€” need clear plan for enabling roles (T085)
  • Cost cutting is essential โ€” cost reviews overkill point raised
  • Elias committed to raising Neologik with Ian โ€” under his recommendations
10๐Ÿ“ง EMAIL & SLACK FLAGS โ€” Capture Prompt
โš ๏ธ These items need capturing โ€” confirm to add to tasks/W-F
TYPESOURCEITEM
TASKhibob 16:03Submit Feb timesheet โ€” period 01/02โ€“28/02/2026
REPLYkyla@gochisel.com 16:42Updated Rollcard Project Sync invite โ€” Fri 20 Mar 08:30 PDT โ€” accept/decline
W-FSeamus 16:12Case #4445 NetSuite/Navan โ€” Seamus chasing Katrina (Newtec) โ€” Niall CC'd
W-FSlack โ€” ConlethWork with Payroll on Costa Rica payroll run fix โ€” awaiting resolution
W-FNiall EODNicola โ€” AR report v1; items for v2 + Claude matching solution
INFOSent commitmentsConfluence update deadline (OpCom notes) was yesterday โ€” confirm Gary/Seamus/Conleth/Gavin completed
โœ๏ธ CORRECTIONS โ€” Reply with any corrections, updates, or missing items to apply to today's briefing.
11b๐Ÿƒ TRAINING WEEK
๐ŸŸก
LIFTS
0/2
๐ŸŸก
RUNS
0/3
๐ŸŸก
WALKS
0/2
๐ŸŸก
EASY LUNCH RUNS
0/2
๐Ÿ“… Today is Tuesday โ€” easy lunch run window 12:00โ€“13:30. Perfect day for it.
Log with: run done ยท lift done ยท walk done
Generated: Tuesday 17 March 2026 ยท Viktor AI ยท done T0XX ยท defer T0XX ยท wf done W0XX ยท wf Gavin ยท Prep me for [meeting]