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:

  1. The cron is firing more frequently than configured
  2. Multiple cron jobs are overlapping
  3. 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 between view-merchant-detail and view-merchant-active
  • Routing logic: DEAL_ROOM_STATUSES = ['signature','underwriting','approved','declined','boarding'] → routes to deal room when DEAL_ROOM_DATA[name] exists, otherwise falls through to old views
  • Solution Timelines: SOLUTION_TIMELINES config object with different step sequences per solution type (POS Terminal = 8 steps, Gateway = 8 steps, ERP = 11 steps)
  • Deal Room Data: DEAL_ROOM_DATA object 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

  1. Solution Timeline — horizontal stepper with colored nodes (green=done, yellow=current, red=stalled, muted=future), progress fill line, dates
  2. Current Step Detail — expanded card with context and action buttons
  3. Stall Alert (conditional) — red/amber banner with reason + suggested next action
  4. UW Request Card (conditional) — purple card with priority, age, text, action buttons
  5. Synopsis Tiles (2×2 grid) — Business Overview, Solution, Underwriting, Missing/Outstanding
  6. Activity Sidebar — full chat thread with system events, merchant/internal/UW messages, send capability
  7. “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:fixed with 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_DATA now has a processorEmail field (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

  • drProc button (Processor mode), drProcBanner (email context banner), drProcEmail (dynamic email)
  • dr-overnight panel with dr-overnight-item cards and dr-overnight-verdict badges
  • dr-attach-row for document attachment tags in processor mode
  • dr-new-badge CSS 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:
    1. AI analyzes each upload/message against each open pend
    2. Assigns verdict: satisfied / partial / unsatisfied
    3. For docs: verifies name match, expiry, address, completeness
    4. For messages: extracts what merchant is saying and maps to pend requirements
  • Page layout when merchant has responded:
    1. Solution Timeline (always first)
    2. 🎉 Merchant Responded card (celebratory green, lists each upload with AI verdict)
    3. ⚡ Recommended Next Action (suggested UW response with attachments + “Send to Processor” button)
    4. Current Step Detail (now says “Merchant has responded — review analysis and send to processor”)
    5. Interactive Pends (showing resolved-ai / partial status with NEW badges)
    6. Supporting Analysis (doc check, findings, alternatives — the “why”)
    7. 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 tag
  • partial: 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 processorEmail field 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:
    1. AI analyzes against open pends immediately (async)
    2. Next morning login: deal room shows “Merchant Responded” card at top
    3. Email notification sent to assigned rep: “[Merchant] responded — 1 pend satisfied, 1 partial”
    4. Pend cards update to show new status with NEW badges
    5. 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_TIMELINES
  • solutionLabel: human-readable label
  • currentStep: index into the timeline array
  • stalled / stalledDays: boolean + count
  • merchantResponded: boolean — triggers celebration flow
  • processorEmail: UW team email for this processor
  • stepDetails: object keyed by step detailKey → application-specific description per step
  • stepDates: array of date strings per step
  • pends[]: 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:

  1. AI agent prompting specs — how to prompt AI for UW analysis, doc verification, response generation, pend satisfaction
  2. UI component catalog — every badge, tile, card state, verdict option mapped to scenarios
  3. Scenario matrix — risk levels × solution types × deal states with expected behaviors and templates
  4. 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


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

2. RevTech Labs — “Twill_Class 24 Founder Roadmap” Shared

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):

  1. 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.
  2. 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.
  3. 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