Meeting Prep Audit — 2026-01-29 10:47
Calendar: steven@worca.io Period: Today (Jan 29) + Tomorrow (Jan 30) Changes since last run (09:13): 2 meetings now COMPLETED
Summary
| Status | Count |
|---|---|
| PREP_NEEDED | 6 |
| ACTION_NEEDED | 1 |
| COMPLETED | 2 |
| SKIPPED | 1 |
Action Items
| # | Meeting | Time | Issue | Resolution Needed |
|---|---|---|---|---|
| 1 | Gene & Steven + Worca Daily Team Huddle | Thu 16:00 | Time conflict — both meetings start at 16:00 | Decide which to attend or reschedule one |
Today's Schedule — Thursday, January 29
| # | Time | Meeting | Attendees | Status | Notes |
|---|---|---|---|---|---|
| 1 | 09:15-09:45 | Account Growth Team Daily | Steven, Alec, Alvin | COMPLETED | Discussed P0 items including Remote $26k |
| 2 | 10:00-10:30 | 30 Min Meeting with Nelson Chu | Steven, Nelson Chu (Superinsight.ai) | COMPLETED | Meeting ended |
| 3 | 12:30-13:00 | Steven and Kim Cielo | Kim Cielo (cymate.io), Steven | PREP_NEEDED | Exit call — review Cymate relationship |
| 4 | 16:00-17:00 | Gene & Steven - Building AI Agents (and Cigar) | Steven, Gene Chuang | ACTION_NEEDED | Conflicts with Worca Huddle |
| 5 | 16:00-16:30 | Worca Daily Team Huddle (Asia) | 11 guests | PREP_NEEDED | Conflicts with Gene meeting |
| 6 | 18:00-21:00 | Out of office | — | SKIPPED | Personal time |
Tomorrow's Schedule — Friday, January 30
| # | Time | Meeting | Attendees | Status | Notes |
|---|---|---|---|---|---|
| 7 | All-day | REMIND: TW Payroll Release Date | — | PREP_NEEDED | Verify payroll ready |
| 8 | 09:15-09:45 | Account Growth Team Daily | Steven, Alec, Alvin | PREP_NEEDED | Daily standup |
| 9 | 10:00-11:00 | Worca Account review - weekly | Luke Welch, Alec, Alvin, Steven | PREP_NEEDED | Prepare account notes |
| 10 | 12:00-16:00 | LA Team Cowork! | Steven, Linda Chen, Alec | PREP_NEEDED | In-person collaboration |
| 11 | 13:30-14:00 | Gary & Steven | Steven, Gary Yue | PREP_NEEDED | Bi-weekly sync (nested in LA Cowork) |
| 12 | 16:00-16:30 | Worca Daily Team Huddle (Asia) | 11 guests | PREP_NEEDED | Daily huddle |
Detailed Prep for Upcoming Meetings
Steven and Kim Cielo (Today 12:30-13:00)
Type: Exit call — end of engagement with Cymate
Agenda:
- Acknowledge partnership and express appreciation
- Review outcomes and learnings from the engagement
- Discuss any transition items or handoff needs
Expected Outcome: Clean closure of relationship with door open for future opportunities
Questions to Ask:
- What worked well in our collaboration that you'd want to replicate?
- Is there anything we could have done differently?
- Are there others in your network who might benefit from Worca's services?
Gaps: Need to review Cymate relationship history before call
Gene & Steven - Building AI Agents (Today 16:00-17:00) ⚠️ CONFLICT
Type: 1:1 technical discussion + social (cigar)
Agenda:
- Share progress on AI agent architecture
- Discuss challenges and approaches
- Explore collaboration opportunities
Expected Outcome: Knowledge exchange, potential collaboration path identified
Questions to Ask:
- What's your current stack for agent development?
- What's the hardest problem you've solved recently?
- Where do you see agent development going in the next year?
Gaps: None — this is a discovery conversation
Note: This conflicts with Worca Daily Huddle. Recommendation: Attend Gene meeting (high-value 1:1). Team can run huddle without you.
Worca Account Review - Weekly (Tomorrow 10:00-11:00)
Type: Account status review with Luke Welch
Agenda:
- Review account health metrics
- Discuss at-risk accounts and action plans
- Pipeline and forecast updates
Expected Outcome: Clear picture of account status, action items assigned
Questions to Ask:
- Which accounts need immediate attention?
- What blockers are preventing progress?
- What support do you need from leadership?
Gaps: Need to pull latest account data before meeting
LA Team Cowork (Tomorrow 12:00-16:00)
Type: In-person collaboration with Linda and Alec
Agenda:
- Strategic planning session
- Address any blockers requiring face-to-face discussion
- Team alignment and relationship building
Expected Outcome: Progress on key initiatives, team alignment
Questions to Ask:
- What's the one thing blocking you that we can solve today?
- What decisions need to be made in person?
- How can we work more effectively as an LA team?
Gaps: Linda should come prepared with any items needing discussion
Gary & Steven (Tomorrow 13:30-14:00)
Type: Bi-weekly sync (nested within LA Cowork)
Agenda:
- Check in on ongoing projects
- Address any escalations
- Align on priorities for next two weeks
Expected Outcome: Alignment maintained, blockers cleared
Questions to Ask:
- What's changed since we last spoke?
- What do you need from me in the next two weeks?
- Any concerns I should be aware of?
Gaps: None
Conflict Resolution Needed
| Time | Conflict | Suggested Resolution |
|---|---|---|
| Thu Jan 29, 16:00 | Gene & Steven (16:00-17:00) overlaps with Worca Daily Huddle (16:00-16:30) | Recommendation: Attend Gene meeting (1:1 AI agents discussion + cigar = high value). Team can run huddle without you or you can catch up async. |
Link to Email Triage
The Remote/Worca Inc restricted - $26,756.42 email (ACTION_NEEDED in email triage) was relevant to today's Account Growth Team Daily which is now COMPLETED. Verify this was discussed and has a resolution path.
Master Feedback
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