Memory — 2026-03-12
Gmail-Mike Triage — 8:25 PM ET / 5:25 PM PST (Push Notification)
Inbox scan triggered by Gmail push notification (History ID: 8644499). Items reviewed:
- Stuart Lutterman (stuartlutterman@gmail.com) booked a 30-min interview via HubSpot — March 19, 2026 @ 10:45 AM PDT via Zoom. Gmail personal address, no clear affiliation found. Described as “interview.” Flag in morning report if still relevant — meeting is 7 days out.
- Kasie Jackson / RevTech Labs (kjackson@revtechlabs.co) — Shared “Twill_Class 24 Founder Roadmap” spreadsheet with Mike. Suggests Twill is enrolled in RevTech Labs Class 24. Flag in morning report.
- Luqra ticket URX12DX (merchantportal.us) — Merchant DIGITAL 844-955-1627 requested 1099K for tax filing. Luqra replied directing them to the ERP. Resolved, no action needed for Mike.
- Nader → MXConnect API (APIHELP-11236) — Nader resolved UAR boarding blocker, now asking about sandbox reporting API test data. Nader’s domain — not surfaced to Mike.
- Brad Staudt / North — “Meet Me at TRANSACT” — Suppressed per hard rule (conference solicitation).
- Basecamp / US Growth Partners — Activity digest: Umut booked 1 podcast intro call. Noise.
- The Athletic, CardConnect, AI Agenda newsletter — noise/marketing. Suppressed.
No DM sent to Mike. Hard rule applied: 2PM PST report already fired. Both reports fired for today. Next window: tomorrow 8AM PST.
Gmail-Mike Triage — 4:29 PM PST (Push Notification)
Inbox scan triggered by Gmail push notification (History ID: 8643024). Items reviewed:
- Stuart Lutterman booked a 30-min interview (HubSpot, Mar 11) — March 19, 2026 @ 10:45 AM PDT via Zoom. Mike is aware (HubSpot notified him directly). No action needed. Flag in morning report if still unread.
- Luqra ticket URX12DX (merchantportal.us) — Merchant asked for 1099K. Luqra responded with instructions (download from ERP > MID Reporting > 1099-K Forms). Resolved. FYI only.
- Brad Staudt / North — “Meet Me at TRANSACT” — Suppressed per conference solicitation hard rule.
- The Athletic, The Information, CardConnect, Basecamp — newsletters/marketing/noise. All suppressed.
- Nader → MXConnect API (APIHELP-11236) — Nader’s domain. Not surfaced to Mike.
No DM sent to Mike. Hard rule applied: both today’s reports (8AM + 2PM PST) already fired. Next window: tomorrow 8AM PST.
Gmail-Mike Triage — 2:10 PM ET
Processed 8 unread emails from last 2 hours. All correctly suppressed:
- APIHELP-11236 MXConnect (Priority Commerce/Donley Gustave): Technical reply addressed to Nader re: sandbox reporting limitation. Nader’s domain — not Mike’s.
- Payarc ACH Return (Kismet Health): Operational/dispute notification — suppressed per hard rule.
- Evan Heaton (Rippling): Sales cold outreach (lunch bribe + product demo). Not a vendor/processor Mike cares about. Suppressed.
- All others: newsletters, marketing, sports — noise. No DM sent to Mike. Clean pass.
Gmail-Mike Triage — 6:30 PM ET (for morning report)
Two actionable emails flagged. No individual DM sent per hard rule. Held for morning PST scheduled report.
1. KURV Underwriting / Kinfolk Ventures (OFFICE: 7068)
- From: underwriting@kurvpay.com
- UW completed review. Requesting: (1) Merchant SSN proof, (2) Full business checking statements Dec–Feb (or personal if unavailable), (3) Website login with full access, (4) Signed merchant agreements with fulfillment + CRM companies, (5) Finicity bank verification link sent to merchant — needs merchant to complete, MUST match the applied bank account, (6) DBA doesn’t match URL on application.
- Status: Deal stalled in UW pending these docs. Time-sensitive — docs needed to advance.
2. Tanya Macchia / PMF — Sandro Corp DBA Pace (Re: PMF / NEW CCP SUB)
- From: tmacchia@pmfus.com
- Latest reply: “I’m unable to edit the application” — she’s hitting a technical blocker on Twill’s portal; can’t update the application for this deal.
- Context: Active deal, $425k/month restaurant volume, Mike is deeply engaged. Tanya messaged Mike at ~5:52 PM after Mike gave her his cell to loop in for a call.
- Status: Live deal at risk if application editing is broken. Needs technical fix + follow-up with Tanya.
Gmail-Mike Hook — Runaway Firing (1:34 AM ET)
The Gmail-Mike cron/hook fired ~20 times in 4 minutes (1:34–1:38 AM ET), all processing the same batch of merchantportal.us dispute notifications. Every invocation correctly stayed silent per the hard rule, but this is a token burn issue — 20 redundant agent turns for zero output.
Root cause (likely): The hook polls unread emails but doesn’t mark them as read or track a high-water mark. Each poll re-processes the same unread batch. The 10-minute cron interval should prevent this, so either:
- The cron is firing more frequently than configured
- Multiple cron jobs are overlapping
- The hook is being triggered by something other than the cron schedule
Action needed: Audit the Gmail-Mike cron job — check frequency, dedup logic, and whether emails are being marked as processed after triage. Flag to Nader in the morning.
Partner Dashboard Mockup — Deal Room Build (2:24–3:00 AM ET)
What happened
Mike requested a completely new “Deal Room” view for the partner dashboard mockup. This replaces the application step-by-step view once a merchant reaches “Out for Signature” status.
Deal Room architecture
- New view:
view-deal-room— inserted betweenview-merchant-detailandview-merchant-active - Routing logic:
DEAL_ROOM_STATUSES = ['signature','underwriting','approved','declined','boarding']→ routes to deal room whenDEAL_ROOM_DATA[name]exists, otherwise falls through to old views - Solution Timelines:
SOLUTION_TIMELINESconfig object with different step sequences per solution type (POS Terminal = 8 steps, Gateway = 8 steps, ERP = 11 steps) - Deal Room Data:
DEAL_ROOM_DATAobject keyed by merchant name — contains solution type, current step, stall info, UW requests, synopsis tiles, activity events - Populated dynamically via
populateDealRoom(merchant)function
Components built
- Solution Timeline — horizontal stepper with colored nodes (green=done, yellow=current, red=stalled, muted=future), progress fill line, dates
- Current Step Detail — expanded card with context and action buttons
- Stall Alert (conditional) — red/amber banner with reason + suggested next action
- UW Request Card (conditional) — purple card with priority, age, text, action buttons
- Synopsis Tiles (2×2 grid) — Business Overview, Solution, Underwriting, Missing/Outstanding
- Activity Sidebar — full chat thread with system events, merchant/internal/UW messages, send capability
- “Edit/View Application” button — editable if in review, read-only if signed
Other changes this session
- Nudge Merchant button wired up — populates contextual draft message based on merchant status/tags, switches to merchant chat mode, does NOT auto-send
- Send message in chat — → button and Enter key now work in both merchant views, messages appear in activity thread
- Tooltip z-index fix — tooltips now use
position:fixedwith JS coordinates to escape overflow containers - Alert injection — merchant tags/notes/AI actions injected into activity threads as system events
- Dynamic table columns — Applications vs Merchants tabs now have completely different column layouts (Applications: Business, Status, Risk, Partner, Notes, Action Item, Potential Vol, Last Activity, Assignee; Merchants: Business, Status, Risk, Partner, Notes, Volume MTD, Residual, Last Batch, Created, Last Activity, Assignee)
- CSS specificity bug —
#view-deal-room { display:none }was overriding.view.active { display:flex }. Fixed to#view-deal-room.active { display:flex; flex-direction:column; }
Key identifiers
- Deal Room view ID:
view-deal-room - Key element IDs:
dr-name,dr-sub,dr-status-badge,dr-days,dr-tl-track,dr-tl-fill,dr-current,dr-stall,dr-uw,dr-tiles,drActivityThread,drChatInput - Key JS:
DEAL_ROOM_STATUSES,SOLUTION_TIMELINES,DEAL_ROOM_DATA,populateDealRoom(),drViewApplication(),setDrMode() - Merchants with deal room data: Pacific Coast Retail (underwriting, stalled), Neon Nightclub LA (signature, ok), Desert Sun Dispensary (underwriting, stalled 11 days)
- Latest deploy:
https://b2bc0fd3.twill-partner-dashboard.pages.dev
Partner Dashboard — Processor Chat Mode + Overnight Analysis (3:40 AM ET)
Processor Email Infrastructure (REMEMBER — not yet implemented)
- Chat input now has 3 modes: Internal, Merchant, Processor
- Processor mode would send a templated email to the processor’s UW team email on file
- Email would auto-include: MID, merchant name, application reference, and attached documents
- The processor UW email address comes from a processor setup file that gets configured when a partner onboards to Twill
- Each merchant’s
DEAL_ROOM_DATAnow has aprocessorEmailfield (e.g.,uw@summitlending.com) - No actual email sending — just the UI infrastructure and the data model
- Mike wants this built into the actual product pipeline: processor onboarding → setup file → email config → templated UW communication
Overnight Analysis Feature
- New merchant: Maple Street Bakery — demonstrates overnight upload scenario
- Merchant uploaded docs at 2:14–2:19 AM + sent a message at 2:31 AM
- AI automatically analyzed each upload against UW pends:
- Owner ID (driver’s license) → SATISFIED (name, photo, expiry all verified)
- Bank stmts (2 of 3 uploaded) → PARTIAL (Jan + Feb present, Dec requires in-person bank request)
- Merchant message → PARTIAL (can’t get Dec stmt easily, offers 6-year banking relationship)
- Overnight notification panel shows each upload with AI verdict (satisfied/partial/unsatisfied)
- Pend statuses expanded: open, resolved, resolved-ai, partial
- “Copy to Chat” in processor mode now includes document attachments that auto-appear as tags
- Suggested UW response references the specific documents and asks for conditional approval
Key new UI elements
drProcbutton (Processor mode),drProcBanner(email context banner),drProcEmail(dynamic email)dr-overnightpanel withdr-overnight-itemcards anddr-overnight-verdictbadgesdr-attach-rowfor document attachment tags in processor modedr-new-badgeCSS class for “NEW” indicators on overnight items
Deal Room Feature Logic — Production Reference (per Mike, 4:03 AM ET)
Mike asked to preserve all the deal room feature logic for production implementation. Here is the complete behavioral specification:
Deal Room — When It Appears
- Replaces the application step-by-step view when status ∈ {signature, underwriting, approved, declined, boarding}
- Back button returns to the merchant/applications list
- “View Application” button opens the application in read-only (or editable if still in review), with back returning to deal room
Solution Timeline
- Always at the top of the page for continuity
- Solution type determines the step sequence:
- POS Terminal: Submitted → Signed → Underwriting → Approved → Demo Call → Config & Menu → Equipment Ship → Install & Test → Go-Live
- Gateway: Submitted → Signed → Underwriting → Approved → Credentials → Integration → Test Txns → Go-Live
- ERP Integration: Submitted → Signed → Underwriting → Approved → Discovery → API Setup → Data Migration → Integration → UAT → Training → Go-Live
- Each step shows: icon, label, date (if completed), and a detail snippet from the application
- States: done (green ✓), current (yellow pulse), stalled (red pulse), future (muted)
- Hover any step for full detail text
Stall Detection Logic
- If
stalled && stalledDays >= 3→ show stall alert banner - Red for ≥7 days, amber for 3-6 days
- Shows: reason, suggested action, nudge + call buttons
- When merchant has responded (
merchantResponded: true): hide stall alert, hide nudge buttons, show celebration instead
Merchant Response Flow (the overnight scenario)
- When merchant uploads docs or sends messages that relate to UW pends:
- AI analyzes each upload/message against each open pend
- Assigns verdict: satisfied / partial / unsatisfied
- For docs: verifies name match, expiry, address, completeness
- For messages: extracts what merchant is saying and maps to pend requirements
- Page layout when merchant has responded:
- Solution Timeline (always first)
- 🎉 Merchant Responded card (celebratory green, lists each upload with AI verdict)
- ⚡ Recommended Next Action (suggested UW response with attachments + “Send to Processor” button)
- Current Step Detail (now says “Merchant has responded — review analysis and send to processor”)
- Interactive Pends (showing resolved-ai / partial status with NEW badges)
- Supporting Analysis (doc check, findings, alternatives — the “why”)
- Synopsis Tiles
- No stall alert, no nudge buttons when merchant has responded
Interactive UW Pends
- Each pend is a card with: severity dot, title, status badge, priority, description, UW policy citation
- Statuses:
open,resolved(manual),resolved-ai(AI verified doc satisfies),partial(some but not all requirements met) resolved-ai: shows green badge + “AI Verified” + NEW indicator + the verified document as an attachment tagpartial: shows amber badge + what’s uploaded + what’s still missing- “Resolve Manually” opens a textarea for resolution note → on confirm: pend turns green, note saved, event added to activity timeline, open count updates
- Open count badge updates dynamically
AI Analysis Section
- Document Check: Lists every relevant document with ✅/⚠️/❌ status — what’s on file vs. what’s needed
- Research & Findings: AI-generated insights from public records, processing data analysis, processor guidelines
- UW Misunderstanding Detection: When AI believes UW has mischaracterized the business (e.g., “flagged as cash-heavy but it’s e-commerce only”)
- Suggested Response to Underwriting: Full pre-written response. Confidence-tiered (high/med/low). “Copy to Chat” loads into processor mode with doc attachments
- Suggested Messages to Merchant: Click-to-load contextual messages for merchant chat mode
- Alternative Approaches: Cards with title + description for each alternative path (conditional approval, alternative docs, different processors, parallel tracks)
- When
merchantResponded: title changes to “Supporting Analysis”, suggested UW response moves to action card above
Processor Chat Mode
- Third mode in chat input: Internal / Merchant / 📧 Processor
- Shows context banner with processor UW email (from
processorEmailfield in deal data) - Banner includes: “This will send to uw@summitlending.com. MID, merchant name, and application reference will be auto-included.”
- Shows ”📄+” attach document button in tools row
- “Copy to Chat” and “Send to Processor” switch to processor mode and attach relevant docs as tags
- Not yet wired to actual email send — infrastructure only. Will need:
- Processor setup file (configured during partner onboarding to Twill)
- UW email address per processor
- Email template with MID, merchant name, app reference, attachments
- Send capability (SMTP or API)
Notification Logic (for production)
- When merchant uploads docs or sends messages overnight:
- AI analyzes against open pends immediately (async)
- Next morning login: deal room shows “Merchant Responded” card at top
- Email notification sent to assigned rep: “[Merchant] responded — 1 pend satisfied, 1 partial”
- Pend cards update to show new status with NEW badges
- AI prepares suggested UW response ready for one-click send
- Notifications should also fire for:
- UW team sends new requests (highlight in chat + create pend cards)
- Deal status changes (approval, decline, conditions)
- Stall thresholds crossed (3 days, 7 days, 14 days)
Data Model (key fields per deal)
solution: solution type key → maps to SOLUTION_TIMELINESsolutionLabel: human-readable labelcurrentStep: index into the timeline arraystalled/stalledDays: boolean + countmerchantResponded: boolean — triggers celebration flowprocessorEmail: UW team email for this processorstepDetails: object keyed by step detailKey → application-specific description per stepstepDates: array of date strings per steppends[]: array of {id, title, severity, status, priority, desc, uwSource, resolvedNote, resolvedDoc, partialNote, uploadedDocs, missingDocs}overnightUpdates[]: array of {type, docName/text, time, pendId, pendTitle, aiVerdict, aiReason, aiConfidence}aiAnalysis: {confidence, docCheck[], findings[], suggestedResponse, suggestedConfidence, attachDocs[], merchantQuestions[], alternatives[], uwMisunderstanding}synopsis: {business{}, solution{}, uw{}, missing[]}activity[]: array of {type, color, text/sender/av/avColor/mode, time}
TODO: Deal Room Implementation Doc (scheduled 4 AM PST / 7 AM ET)
Mike requested a comprehensive implementation document to be started at 4 AM PST. Contents:
- AI agent prompting specs — how to prompt AI for UW analysis, doc verification, response generation, pend satisfaction
- UI component catalog — every badge, tile, card state, verdict option mapped to scenarios
- Scenario matrix — risk levels × solution types × deal states with expected behaviors and templates
- Tool requirements — doc parsing, public records, processor guidelines, etc.
Post to ground-control thread (topic 1773213601.190629) when ready. Ask Mike questions there if needed.
Cron scheduling
- Schedule a cron job to fire at 7:00 AM ET (4:00 AM PST) on Mar 12 to start this work
Gmail-Mike Triage — 9:46 AM ET
Reviewed 6 unread emails (last 2h). None flagged to Mike.
- Athletic Bounce (sports newsletter), Rachel Kent (cold dev outsourcing outreach), Brad Staudt/North (Mailchimp TRANSACT blast), Grant Janich/Vector (newsletter), Local Joe’s Cafe merchant app (staging auto-notification), Fireflies promo — all noise.
Mike Email Triage — 2:50 PM PST (Mar 12, 2026)
Flagged for next morning report:
Tanya Macchia (tmacchia@pmfus.com) — 1:50 PM PST
- Thread: PMF / NEW CCP SUB - Sandro Corp DBA Pace
- Message: “Good News! He’s down, I just spoke with him. Are you available in about 10 minutes for a quick call?”
- Context: Mike checked in on the merchant, Tanya confirmed the merchant is ready to proceed. Call window (~1:50 PM PST) has passed — needs follow-up.
- Action for morning report: Flag to Mike that Tanya said merchant is ready, call was missed, suggest following up ASAP.
Luke Clements (malama go) — calendar acceptance
- Accepted: malama go <> Twill Intro — Fri Mar 13 2–2:30 PM PDT
- Also on the invite: tmacchia@pmfus.com, ramadanahmad13@yahoo.com
- No action needed — informational.
Mike Gmail Queue (for morning report — 2026-03-13)
Items reviewed at 2:52 PM PST. Per hard rule, no individual DMs. Queued for morning report.
1. New Meeting Booking — Stuart Lutterman
- From: HubSpot notification (booking by stuartlutterman@gmail.com)
- Subject: “You’ve been booked by: Stuart Lutterman”
- Details: 30-minute interview, March 19, 2026 at 10:45 AM PDT
- Zoom: https://us06web.zoom.us/j/86265450989?pwd=3ikSqWqhVScmagMpCGTG7IDHd7zaIh.1
- Note: Gmail.com address — unknown contact, could be investor/journalist/candidate. ETA conference week. Mike should verify who this is.
2. RevTech Labs — “Twill_Class 24 Founder Roadmap” Shared
- From: Kasie Jackson (kjackson@revtechlabs.co)
- Subject: Spreadsheet shared with Mike: “Twill_Class 24 Founder Roadmap”
- URL: https://docs.google.com/spreadsheets/d/1jDTcSVFOnOa2NJpaHfR1fJ_ItIj6WObrHFl1RioorRU/edit
- Note: RevTech Labs is a fintech accelerator. This suggests Mike may be in or connected to their Class 24 cohort. Worth acknowledging Kasie.
3. Luqra Merchant Ticket — 1099K Request (Auto-resolved)
- Ticket: URX12DX | MID: 584600000333732 | Merchant: DIGITAL 844-955-1627
- Issue: Merchant requested 2025 1099K for tax filing
- Status: Luqra already replied — merchant can download from ERP under MID Reporting > 1099-K Forms
- Action needed: None (auto-resolved by Luqra support)
Suppressed
- Brad Staudt / North — “Meet Me at TRANSACT” — suppressed per conference solicitation rule
Gmail-Mike Triage — 3:01 PM PST
Webhook fired; skipped individual DM (past both daily report windows). Notable unread for morning report:
- HubSpot: Stuart Lutterman booked a meeting
- Kasie Jackson: shared “Twill_Class 24 Found…” Google Sheet
- merchantportal.us: Ticket URX12DX / DIGITAL - ticket comment
- Basecamp (US Growth Partners): partner activity update
- Nader → mike@: MXConnect API Integration (likely already handled)
Gmail-Mike Triage — 3:36 PM PST
Cron job fired. Checked last 2h of Mike’s inbox (10 emails).
- Phil Montalbano phil@byga.net — Updated calendar invite: “BYGA Call w/ Phil (LA United)” [19ce3f7bafba51dc] — flagged for morning report if unactioned
- Enroll & Pay at Transact 2026 — suppressed per ETA TRANSACT rule
- Azure SFTP auto-notice, 3x Athletic newsletters, HubSpot promo, UX Pilot, Base44 — all noise, skipped
- NO individual DM sent to Mike (hard rule: 2x daily reports only, morning + 2PM PST)
Mike Gmail Triage — 3:44 PM PST (6:44 PM ET)
- Azure SFTP key update: auto-notification, no action
- The Athletic newsletter: skip
- BYGA/LA United call tomorrow (Fri Mar 13 @ 10am PDT): Phil Montalbano updated calendar invite title to “intro to platform.” Meeting: Mike + Phil Montalbano + Cesar Cervera + Luke (LA United). Include in morning report as meeting prep.
- HubSpot Q1 incentives (Perry Wong): vendor pitch, skip
Mike Email Push Triage — 4:09 PM PST
Webhook triggered at 7:09 PM ET. Hard rule enforced: no individual DM to Mike (ZERO individual notifications rule).
Emails received in last 2h (for context in tomorrow’s morning report):
- KurvPay Underwriting: auto-ACK — Mike submitted something to underwriting. No action needed from Mike.
- Azure SFTP host key migration notice: low-signal, not Mike’s action item.
- The Athletic: NFL mock draft newsletter — skip.
- Phil Montalbano (BYGA / LA United): calendar update — meeting is Fri Mar 13 10–10:30 AM PDT, title updated to “intro to platform”. Mike booked it. Carry into tomorrow’s morning report as a heads-up for the day’s meetings.
Email Triage — Mike | 4:14 PM PST (webhook trigger)
- Azure: SFTP key update notice — noise, skipped
- The Athletic: NFL mock draft newsletter — noise, skipped
- Phil Montalbano (phil@byga.net): Calendar title update for “BYGA Call w/ Phil (LA United) - intro to platform” — Fri Mar 13 10–10:30am PDT. Mike booked it himself. No action needed. Morning prep job will surface tomorrow.
Email Triage — Mike | 4:21 PM PST (webhook trigger)
Hard rule enforced: no individual DM. Past 2PM PST report cutoff. Carry to tomorrow morning.
- Phil Montalbano (phil@byga.net):
Re: BYGA Call w/ Phil (LA United) - intro to platform— follow-up email, 4:22 PM PDT. Likely related to tomorrow’s 10am meeting. Morning report should read this thread. - Derek Henmi (derek@hellovivid.):
Re: ETA meetup— 4:22 PM PDT. Derek is a known podcast collaborator. ETA Conference is Mar 18-20. Potentially relevant meetup coordination. - The Athletic: NFL mock draft newsletter — skip.
Mike Email Triage — 4:23 PM PST
- Phil Montalbano / BYGA (phil@byga.net) active scheduling thread for “BYGA Call w/ Phil (LA United) - intro to platform”
- Originally Friday Mar 13 at 10 AM PST
- Phil rescheduled (dentist). Mike offered 3 PM PST. Phil confirmed 3 PM.
- Phil asked Cesar Cervera (cesar.a.cervera@gmail.com) if 3 PM works — awaiting response
- Calendar invite still shows 10 AM (not updated). Mike should update or monitor.
- Flag for morning report: calendar shows wrong time; meeting is tomorrow
- Azure SFTP notification, The Athletic newsletter — suppressed (noise)
- No DM sent to Mike (outside scheduled windows)
Mike Email Triage — 5:19 PM PST (webhook trigger, 8:19 PM ET)
Hard rule enforced: no individual DM to Mike. Past 2PM PST cutoff. All items carried to tomorrow morning report.
Emails assessed (last ~2h inbox):
BYGA / Phil Montalbano (thread ongoing):
- Earlier entry confirmed: meeting moved to 3 PM PST Friday Mar 13.
- Phil’s latest reply: “Great. I’ve moved the meeting to 3pm. See you tomorrow.” — confirmed by Phil.
- Cesar Cervera also confirmed. Meeting is SET for Fri Mar 13 3 PM PST.
- Note: Calendar invite may still show old 10 AM time. Morning prep job should flag this to Mike.
Kasie Jackson (kjackson@revtechlabs.co):
- Shared Google Sheet: “Twill_Class 24 Founder Roadmap” with Mike (edit access).
- Source: RevTech Labs — tied to RevTech program. Potentially important for Mike’s awareness.
- Surface in morning report.
Nader → MXConnect API (apihelp@prth.com):
- Nader’s reply to MXConnect support confirming sandbox boarding flow works.
- Asking about reporting endpoint test data. Technical — no action for Mike.
Suppressed (per rules):
- Brad Staudt / North: “Meet Me at TRANSACT” — ETA TRANSACT solicitation suppressed per hard rule.
- The Athletic: NFL mock draft — noise.
- Martin Peers / The Information newsletter: SaaS Apocalypse — noise.
- KURVP automated reports (DO_NOT_REPLY) — noise.
- Merchant Portal ticket comment (no-reply@merchantportal.us) — automated, low signal.
Mike Inbox Triage — 5:41 PM PST (webhook job 2dbccf59)
Scanned Mike’s inbox. Hard rule applied: NO individual DM sent. Queue for 8AM PST morning report.
Worth surfacing in morning report:
- HubSpot booking (Mar 11): Stuart Lutterman stuartlutterman@gmail.com booked a 30-min interview on March 19 at 10:45 AM PDT via Zoom. May be a sales/partnership call Mike hasn’t reviewed yet. Thread: 19cddd9256872772.
Suppressed (per rules):
- Brad Staudt / North — “Meet Me at TRANSACT” → ETA TRANSACT solicitation suppression rule
- The Athletic, CardConnect, Stephanie Palazzolo — newsletters/marketing
- Morty Daily Brief — internal
- Nader → MXConnect API thread (Nader’s own outbound, Mike cc’d; no action needed from Mike)
- Basecamp / US Growth Partners — newsletter update
- Kasie Jackson / Google Sheets — “Twill_Class 24 Found…” (Investor spreadsheet; low urgency, no action implied)
- Merchant portal ticket comment (DIGITA) — auto-notification
Mike Email Triage — 7:41 PM PST (webhook-triggered)
Checked Mike’s unread inbox. Notable items for morning report (8AM PST):
- HubSpot booking (Mar 11): Stuart Lutterman (stuartlutterman@gmail.com) booked a 30-min interview with Mike — March 19, 2026 at 10:45 AM PDT via Zoom.
- RevTech Labs (Mar 11): Kasie Jackson (kjackson@revtechlabs.co) shared “Twill_Class 24 Founder Roadmap” spreadsheet with Mike. Edit access granted. Likely tied to Twill’s accelerator cohort.
- Merchant ticket (Mar 11): Luqra resolved a 1099K request for merchant DIGITAL 844-955-1627 (MID:584600000333732). Resolved — no action needed.
Suppressed per rules:
- hello@twillpayments.com spam digest
- Instagram/hello@twillpayments.com notification
- Brad Staudt/North “Meet Me at TRANSACT” (conference solicitation rule)
- Amex weekly snapshot, The Athletic newsletter