Memory — Monday March 2, 2026

Overnight Board Review — 1AM PST / 4AM ET

Context Summary

  • ETA Transact is in 16 days (March 18–20)
  • Partner demo for signature + chat portal: THIS THURSDAY March 5
  • Saint-UP CTO call deadline: March 13 (11 days)
  • Commission validation blocking production deploy (Mike’s action)

Tickets Updated Tonight

  • T-001 (blocked, Day 17 stale): RAC outcome still unknown. Saint-UP (Feb 27 podcast) now secondary MCA validation path. CTO Lewis to schedule call before March 13.
  • T-002 (blocked): ETA 16 days. Accelerator due diligence framework drafted. Saint-UP conversion = stronger VC traction story.
  • T-004 (in_progress, Day 9 leads idle): Apollo leads still not emailed. ETA last window. 5 personalized emails ready to drop.
  • T-011 (in_progress): Partner demo Thursday March 5. Defaulted to Email as V1 notification channel. Nader must confirm TODAY.
  • T-020 (delegated): Commission validation sitting on Mike — 10-min review, must happen today. Also: ~70% transaction data missing first 6 digits (new bug from Feb 27 Tech Sync, Sparsh investigating).
  • T-028 (in_progress): Pitch deck 9 days old. Still missing 5 inputs from Mike. Saint-UP conversion = new traction narrative.
  • T-031 (in_review): HireGlobal dual billing — Day 6. One sentence closes the ticket.
  • T-034 (in_progress): GitHub PAT — Day 11 stale. 3-minute action.
  • T-042 (in_progress): Saint-UP staging as P-007. RAC + Brandon Baker demo outcomes still unknown (4-6 days post-demo). P-001 Robin Hood stale flag active (11+ days in Contracting).

New Intelligence (Feb 27 meetings)

  • Tech Sync: Commission data built, awaiting Mike production approval. Sparsh building Master Users API (#1029), Raymond blocked. 70% transaction data missing first-6-digits (card brand extraction bug). DocuSign/Docusel for signature (embedded). Partner demo THIS THURSDAY.
  • Saint-UP Podcast: 24yr payments company (immigrant merchants, SBA-recognized, Taiwan R&D hub). CTO Lewis action item: schedule call with Mike + Nader before March 13 to discuss switching from Salesforce to Twill.
  • Accelerator Meeting: 5.8M pre-money). Mike + Nader skeptical. Mike to research accelerator network. Nader to prepare negotiation questions. Unable to identify specific accelerator without more info.
  • AI Onboarding Design: Nader designing modular AI onboarding system. Wants epics for each module.

Board Push

  • Pushed successfully: commit 5b25280 to Morty021/mission-control main
  • 68 tickets synced
  • 8 overnight comments added

Key Pending Human Actions (Priority Order)

  1. Mike: Commission validation → production deploy (TODAY, 10 min, partner demo Thursday)
  2. Nader: Confirm Email as V1 notification channel for T-011 (TODAY, before Raymond/Sparsh build wrong thing)
  3. Mike: Schedule Saint-UP CTO call (this week, deadline March 13)
  4. Mike: RAC Financial + Brandon Baker demo outcomes (one paragraph, unblocks MCA + CRM + pitch deck)
  5. Mike: Send 5 Apollo outreach emails (TODAY, ETA last window)
  6. Mike: HireGlobal dual billing answer (10 seconds, closes T-031)
  7. Nader: TwillPayments GitHub PAT (3 minutes, Day 11, T-034)
  8. Mike: MRR numbers Dec/Jan/Feb (30 seconds, unlocks pitch deck growth chart)

Fireflies Transcript — Nader x Michael (processed 5:09 AM ET)

Meeting summary: Wide-ranging Twill sync covering Morty/AI agent dev, Twilio/SendGrid, lead gen, partner Schedule A, processor marketplace, dashboard, pricing, equipment, investor relations, podcasting, ETA/Transact conferences.

Morty’s action items:

  • Test Twilio SMS — confirmed working (SID SM94e5a73d3f7d8e5657a5610038a4c71f)
  • Research ISO settings → sub-agent spawned
  • Research payment-specific VCs → sub-agent spawned
  • Separate merchant lead gen from partner lead gen in Mission Control → queued

Ticket cleanup decisions from meeting:

  • Cancel: partner table improvement, podcast research, reach out
  • Move to backlog: processor choice module (T-006), MCA track, Multimed setup, Equipment integration
  • Note: Nader/Mike must confirm cancellations — not auto-cancelling

Other decisions:

  • Mike to provide Twillo creds (note: already integrated, may be new account)
  • Mike to update processor marketplace research criteria for Morty
  • Mike to spend 1-2h doing Solutions Advisory walkthrough with Morty
  • Build Solutions Advisory tool with Morty → spec for Twill implementation
  • Create case studies/solution refs for knowledge library
  • Nader: assign priorities on Morty’s Board
  • Nader: talk to SendGrid support re: delivery issues

Gateway Providers Weekly Research Cron — 1:00 PM ET

What Was Done

Ran Gateway Providers Weekly Research cron job (ID: 85b3e56b). Overhauled the Gateways tab in Mission Control.

Data File Updated: processors.json (v2.0)

  • Total entries: 21 (was 38 — removed ~25 junk web-scrape noise entries)
  • Added: Nexio (nex.io) — Tier 1 gateway aggregator, embedded payments for ISVs/SaaS, multi-gateway failover, fraud prevention, ISO/agent channel
  • Added: NMI (nmi.com) — Tier 1 white-label gateway, strong ISO/ISV program, modular APIs/SDKs
  • Added: Stax Connect (staxpayments.com) — Tier 2 ISV embedded payments, revenue sharing
  • Added: WorldPay for Platforms (worldpay.com) — Tier 2 enterprise, includes Payrix capabilities
  • Added: Stripe (stripe.com) — Tier 1 reference entry
  • Added: Authorize.Net (authorize.net) — Tier 2 classic gateway reference
  • Added: North (north.com / NMI/Paysafe) — Tier 2 boarding API
  • Priority Commerce: promoted to Tier 1 with full MX Connect/PRTH details (Raynee Pinson contact, API at developer.mxconnect.com)
  • Fortis: promoted to Tier 1 (ERP depth, confirmed SixPac backend)
  • All entries enhanced: integration_status, api_docs_public, sandbox_available, contact, api_docs fields

Mission Control HTML Updated (index.html)

  • Renamed nav item “Processors” → “Gateways” (credit-card icon)
  • Tab title → “Gateway & Processor Directory”
  • Added “gateway” type filter button with orange badge
  • Added integration_status filter row (Active / Sandbox / In Progress / Needs Outreach)
  • Cards now show: integration status badge, API Public/Sandbox indicators, API docs link, contact info
  • Notes now searchable in search box

Deployment

  • Committed and pushed to Morty021/mission-control main
  • Commit: 99400d3
  • GitHub Actions will auto-deploy to Cloudflare Pages
  • Next run: 2026-03-09T18:00:00Z (Monday 10am PST)