Weekly Planning
Date: 2026-03-03 · Duration: 55.849998474121094 min Organizer: Nader Attendees: Nader, Mike
Summary
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Tech Rep and RevTech Evaluation: Examining Tech Rep and RevTech’s potential for growth, focusing on real fundraising impact and mentoring quality.
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Fundraising and Investor Relations: Joey connects with an investor; upcoming Thursday meeting to introduce Goat as a potential partner.
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Product Hierarchy and User Roles: Refining user hierarchy; discussing roles for partners, owners, reps, and managers for better oversight.
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Application Templates and PDF Integration: Automating PDF generation for merchant applications; using Morty for field mapping and reducing manual work.
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Communication and Workflow Improvements: Enhancing task management with Morty; prioritizing clearer communication to improve delivery and minimize context-switching.
Action Items
- Nader Atrchin Create ticket for application UX improvements and PDF template support for pricing schemes and DocuSign integration (44:07) Provide Michael the list of fields from the merchant database for mapping to PDF templates (46:20) Share meeting notes and coordinate ongoing QA and ticket updates for the discussed tasks (54:31)
Michael Wright Review and map merchant application PDFs (EMS and Luqra) with data fields from Twill database (48:24) Share PDFs with Morty and collaborate with him for matching fields to enable auto-filling (48:40) Work with Morty to refine templates and field mappings, ensuring proper functionality for future actual merchant forms (54:56)
Morty Assist with defining manager role and onboarding portal workflows (44:07) Analyze shared PDFs to extract form fields and match them with Twill database fields (48:40) Support creation of PDF templates for merchant applications and pricing schemes (50:00)