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Sarah (PM): Right, let's kick off. We need to finalise the Q3 roadmap today and align on the Salesforce integration timeline...


James (Dev): The API work is about 60% done. We're blocked on the auth layer — need sign-off from security before we proceed...


Sarah: Ok, I'll chase that today. Target for integration complete is end of July, agreed?


James: Agreed. I'll need the staging credentials from ops before Friday though...


...transcript continues (47 mins remaining)

✨ Summri output
Meeting Summary
Q3 roadmap alignment session. Key focus on Salesforce integration timeline and outstanding security blockers. Agreement reached on July delivery target.
Decisions Made
Salesforce integration target: end of July
Security sign-off required before API auth work resumes
Action Items
Sarah Chase security team for API auth sign-off — today
Ops Provide staging credentials to James by Friday
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Standard
Executive
Action-only
Date 25 April 2026 — 10:00 BST
Attendees Sarah Mitchell, James Cooper, Priya Nair, Tom Walsh
Summary Q3 roadmap alignment. Salesforce integration timeline confirmed. Security blocker identified and escalation path agreed.
Decisions
  • Integration target confirmed: end of July
  • Security review to proceed immediately
Actions
  • Sarah — chase security sign-off today
  • Ops — staging credentials by Friday

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