Setting up the brain: kickoff call

Email thread

Callie Brennan asked Operations Director Sarah Hollis for CRM API credentials and the team's most common questions before the refresh. Sarah confirmed Wednesday at 14:00 and said Neil would join. Scheduling thread.

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What was said

What this says

Current to 11 Oct 26

Callie Brennan asked Operations Director Sarah Hollis for CRM API credentials and the team's most common questions before the refresh. Sarah confirmed Wednesday at 14:00 and said Neil would join. Scheduling thread.

Ask: Callie wanted CRM API credentials and a sense of which questions the team asks most often, plus an hour for kickoff.

Customer view: Sarah accepted the slot straight away on 31 Jul 2023 and committed a colleague to attend.

Next: Callie was to post the setup checklist that evening. The thread does not show the credentials being sent.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

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Messages3

First message2023-07-28

Last message2023-07-31

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Messages

Callie Brennan 28 Jul 2023 16:53
to Sarah Hollis
Hi Sarah, I'd like to lock in the time for our kickoff call next week. Before we switch on the refresh, what I need from your side is your CRM API credentials and a quick sense of which questions your team asks most often. I'll send you a detailed setup checklist. Are you free for an hour on Wednesday or Thursday afternoon? Thanks, Callie
Sarah Hollis 31 Jul 2023 17:12
to Callie Brennan
Hi Callie, Wednesday at 14:00 works for us. I'll make sure Neil is there as well. Best, Sarah
Callie Brennan 31 Jul 2023 19:17
to Sarah Hollis
Perfect. Wednesday at 14:00. I'll post the checklist to you tonight so you can get everything ready. Thanks, Callie

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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Data	Records
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Invoices	101
Events	49
News items	56

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