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To-do

  • For me — the curated dashboard. What needs Austin's call or his file, rolled up from everything below.
  • For Austin (full) — the deep list. Things only Austin can do: upload documents, make calls, sign things, approve decisions.
  • For advisors — questions and asks queued for the US CPA, Mexican accountant, and legal counsel. Grouped by who should answer.
  • For next session — fast-start list for the top of the next Claude conversation. Updated at the end of each session.
  • Remaining work summary — single-page rollup of everything still open, organized by blocker.
  • Tech automation — things Claude can execute directly via MCP. Claude checks items off here as they complete across sessions.
  • Austin decision board — block-by-block working sittings for the items in the dashboard.

Conventions

  • Every item uses a checkbox: - [ ] open or - [x] done.
  • When closing, add a date and a pointer: - [x] 2026-04-20 — Pulled Brex CSV (see banking/brex.md).
  • Items can migrate between lists if ownership changes.
  • Don't delete closed items. Move them to a ## Done section at the bottom so we keep the history.
  • For anything that's actually a decision, log it in decisions/log.md rather than (or in addition to) closing it here.