CSO <> SL Standups

Date: March 11, 2026 Source: Granola Meeting ID: eac69664-5542-4625-8e36-1d4347830e3e URL: https://notes.granola.ai/t/eac69664-5542-4625-8e36-1d4347830e3e

Participants:


Delivery Enablement & Automation Updates

  • Data platform documentation automation launched
    • Automated updates for all template sheets weekly
    • Three workflows: Kickoff (creates from scratch), Backfill (catches up after gaps), Update (regular maintenance)
    • Successfully tested with Amble, Magic Spoon, and Element clients
    • Available in Cursor skills today for immediate use
  • Transitioning from Instagant to Linear milestones
    • Linear provides programmable Gantt functionality with initiatives → projects → tickets hierarchy
    • Skills being built to maintain updates automatically
    • Target completion: Monday
  • Client health automation in development
    • Multi-stakeholder perspectives (CEO, CSO, SL views)
    • Will run before meetings to drive discussion and identify risks
  • Agent-powered data environment for data team
    • Skills for common tasks: dbt setup, model creation, missing column investigation
    • PR workflows to prevent bugs entering system
    • Focus shifting from AI team support to data team enablement

Process & Organizational Changes

  • New meeting structure replacing morning standups
    • Teams decide own meeting cadence and format
    • Must conduct discussions in Slack channels for visibility
    • Call meetings as needed for urgent issues or blockers
  • Escalation hierarchy clarified
    • CSOs escalate data issues to Awaish Kumar first, then Uttam
    • Tag early and often rather than wait for problems
    • Service leads serve as backstop before CEO escalation
  • Reusable playbooks system in development
    • Service line → subservice → offering → phase → deliverable → ticket structure
    • Pre-built epics for common client work to reduce setup time
    • Goal: 80% automation of project initialization, 20% client customization

Hiring & Team Expansion

  • Advait joining as data analyst (offer sent, likely acceptance)
    • Will handle all dashboarding work
  • Jasmine tentative offer (part-time, April start)
    • Team to determine highest leverage placement
  • Additional hires in progress: AI engineer, data engineer, analytics engineer
  • Goal: Transition team from execution to client leadership within 1 month

Transcript

Full transcript available in Granola. See URL above.

(https://notes.granola.ai/t/eac69664-5542-4625-8e36-1d4347830e3e)