Action Items
Last updated: 2026-04-23
| ID | Action | Owner | Status | Date | Source |
|---|---|---|---|---|---|
| AI-032 | Conduct internal sync with SDR/Growth team leadership to assess Amplemarket demo interest and gauge readiness before scheduling deeper technical integration evaluation. | nizan-shifman | TODO | 2026-04-23 | amplemarket_overview_2026-04-23_08-30.json |
| AI-029 | Explore ZoomAI-style private chat interface for AMs during calls to enable real-time knowledge lookup without external deflection | harmony-core | TODO | 2026-04-23 | ai_for_am_2026-04-23 |
| AI-030 | Design AI-powered QBR/meeting prep workflow to centralize account data, slide libraries, and anecdotal insights into single source of truth | harmony-core | TODO | 2026-04-23 | ai_for_am_2026-04-23 |
| AI-031 | Validate use case for AI voice agent pre-calls in scale segments (100+ small accounts) as priority-filtering tool before AM outreach | harmony-core | TODO | 2026-04-23 | ai_for_am_2026-04-23 |
| AI-028 | Follow up with Mike (ex-Dropbox colleague of shirin-aalami; top seller + entrepreneur) for a GTM research conversation. | Saar | TODO | 2026-04-23 | ai_for_gtm_shirin_aaico_2026-04-23_06-00.json |
| AI-022 | Document detailed tech-stack requirements (G-Suite, AWS, Anthropic, GitHub, Okta, new vendors) in a shared board/spreadsheet for Legal + Security intake — define what the startup needs, what’s already approved, what needs fast-track review. | Vitali / Nizan | TODO | 2026-04-20 | new_startup_workspaces_2026-04-20_09-15.json |
| AI-021 | Map Monday’s existing security controls (CloudGuard, GitHub scanning, DevSecOps, monitoring) that can be “injected” into Harmony/Charm infra without blocking autonomy or team velocity. Define monitoring/remediation interface for live incident response. | Barak (IT) / DevSecOps | TODO | 2026-04-20 | new_startup_workspaces_2026-04-20_09-15.json |
| AI-020 | Define a formal “Fast Track” process for IT/Security approvals of new tools/vendors: pre-approved list of tools, criteria for exceptions, escalation path, acceptable risk thresholds. | Barak (IT) / Gil Lan (Legal) | TODO | 2026-04-20 | new_startup_workspaces_2026-04-20_09-15.json |
| AI-019 | Legal + Nizan-ny: verify whether technical separation (independent ops, single legal entity) meets SOC 2/ISO/GDPR/SOX requirements; define implications of “Powered by Monday.com” branding for regulatory liability and incident reporting. | Nizan / Gil Lan / Legal | TODO | 2026-04-20 | new_startup_workspaces_2026-04-20_09-15.json |
| AI-018 | Engage external SOC 2/compliance advisor from day 1 (for both Harmony and Charm). Advisor should help map compliance gaps, review technical architecture, and guide early-stage design. Avoid retrospective audit gaps (like Canvas had). | Nizan / Gil Lan | TODO | 2026-04-20 | new_startup_workspaces_2026-04-20_09-15.json |
| AI-027 | Run a 1-day experiment with vibe atoms + theming for a harmony.ai prototype; validate the Figma library + claude-code design-system handoff. | Ben / Ayala / Elad | TODO | 2026-04-20 | ai_first_design_setup_2026-04-20_07-00.json |
| AI-026 | Evaluate enabling Claude Code Visual access for the design team — resolve cost/licensing with anthropic (~1000 token allotment). | Saar | TODO | 2026-04-20 | ai_first_design_setup_2026-04-20_07-00.json |
| AI-025 | Install and adopt claude-code skills: superpowers, skill-creator, plus the Notetaker/CRM front-end rules authored by yuval-ezov. Run a kickoff session together to build the team’s own design skills. | Ben / Ayala | TODO | 2026-04-20 | ai_first_design_setup_2026-04-20_07-00.json |
| AI-024 | Stand up an in-Slack design agent (analogue to the existing WhatsApp team agent) to serve as a middleman for on-the-fly context capture in the design channel. | Ben | TODO | 2026-04-20 | ai_first_design_setup_2026-04-20_07-00.json |
| AI-023 | Rachel Rembrandt (Atera) to connect Harmony team with Atera’s SDR/BDR team lead for follow-up conversation about inbound SDR workflows and potential AI agent adoption. | Rachel Rembrandt / Saar | TODO | 2026-04-19 | atera_monday_the_future_of_ams_csm_2026-04-19_07-00.json |
| AI-019 | Validate Harmony brain value on human workflows: test cross-funnel insights (marketing data enriching SDR conversations) with monday.com’s own human SDRs and marketing campaigns before requiring AI agents. | Saar / Tomer | TODO | 2026-04-15 | vision_2026-04-15_10-00.json |
| AI-018 | Design and implement API-first architecture: ensure every product capability is accessible via API, enabling agents to operate from external platforms (Claude Code, OpenAI, etc.). | Saar / Vitali | TODO | 2026-04-15 | vision_2026-04-15_10-00.json |
| AI-017 | Build lightweight marketing data connectors (Google Ads, Facebook Ads source attribution) to feed cross-funnel context into SDR agent conversations. This is the minimal “second vector” to demonstrate Harmony value without a full marketing product. | Tomer / Niv | TODO | 2026-04-15 | vision_2026-04-15_10-00.json |
| AI-016 | Productize the SDR voice agent: focus on UX, onboarding flow, playbook builder, CRM integration polish, and customer-facing dashboards. The engineering is ready; the gap is product packaging. | Vitali / Ayala | TODO | 2026-04-15 | vision_2026-04-15_10-00.json |
| AI-014 | Build two competing product prototypes (landing page + product UI): one for deep SDR vertical, one for Global Maximum platform. Present results in follow-up session. | Ayala + two groups | TODO | 2026-04-14 | offsite_2026-04-14_07-00.json |
| AI-013 | Meet with stav (CEO of alta) and lupo (CEO of blocks) to understand their acquisition economics and learn from their go-to-market for SDR products. | Nizan | TODO | 2026-04-14 | offsite_2026-04-14_07-00.json |
| AI-012 | Bring 10 alpha design partners for Global Maximum — mid-market companies that do ads + CRM + sales. Connect to their tools via connectors and build CDP/timeline for them. | Nizan + Ben | TODO | 2026-04-14 | offsite_2026-04-14_07-00.json |
| AI-011 | Research call center market deeply — understand how current call centers work, what differentiation is possible, and how to disrupt with self-learning + lower cost + higher quality. | Vitali + team | TODO | 2026-04-14 | offsite_2026-04-14_07-00.json |
| AI-010 | Investigate SDR customer acquisition cost — understand how much it costs to bring a customer, whether pricing can undercut competitors profitably (compare with 11Labs, Relevance AI, OneAI pricing). | Nizan | TODO | 2026-04-14 | offsite_2026-04-14_07-00.json |
| AI-009 | Ship SDR agent product to production with paying customers by July 1, 2026. | Saar / Vitali / Tomer | TODO | 2026-04-14 | offsite_2026-04-14_07-00.json |
| AI-008 | Hire 2 sales reps (plan to reach 5 by year-end). Budget allocated. | Saar / Nizan | TODO | 2026-04-14 | offsite_2026-04-14_07-00.json |
| AI-007 | Generate campaign analysis report for ALL campaigns (not just CRM Main) — get the full campaign list from Tamar, include cost + ARR data, and Gong call data. | Saar | TODO | 2026-04-13 | harmony_analyzing_campaigns_2026-04-13_08-00.json |
| AI-006 | Connect Gong transcripts to campaign data — validate how Kremer joins contacts from campaigns to Gong call records (via lead/opportunity/account linkage in Salesforce). | Saar / Lital | TODO | 2026-04-13 | harmony_analyzing_campaigns_2026-04-13_08-00.json |
| AI-005 | Get campaign spend and revenue data (ARR d14, ARR d28) integrated into the analysis reports. Currently missing cost data and LTV. | Saar / Tamar | TODO | 2026-04-13 | harmony_analyzing_campaigns_2026-04-13_08-00.json |
| AI-004 | Investigate the 77% unqualified rate and 73 closed-lost opportunities in CRM Main campaign — use Gong call analysis to understand root causes. | Saar | TODO | 2026-04-13 | harmony_analyzing_campaigns_2026-04-13_08-00.json |
| AI-003 | Analyze Amanda (AI qualification agent) impact on lead qualification — track how many leads she qualifies/disqualifies and whether qualified leads that she rejects could be rescued. | Saar / Nizan | TODO | 2026-04-13 | harmony_analyzing_campaigns_2026-04-13_08-00.json |
| AI-002 | Send meeting summary to Guy Kori via Slack with specific data needs (Salesforce API read access, Gong transcripts). | Nizan | TODO | 2026-04-12 | harmony_bizapps_sync_2026-04-12_13-00.json |
| AI-001 | Contact Almog Ross (BigBrain) to understand Account Timeline / Snowflake data structure and what aggregated data is already available. | Saar | TODO | 2026-04-12 | harmony_bizapps_sync_2026-04-12_13-00.json |