Mike's Gmail access
Do thisMike's Gmail still needs to be authorized or refreshed.
Authorize mikedmddavis@gmail.com for read-only finance email access.To-do
Mike's simple checklist.
This page is for Mike first. If something is already green, Mike does not need to do anything. Charlie keeps the technical checks on the Setup page.
Back to TodaySetupRight now
7 things for Mike
Handle these, then go back to Today. Anything technical belongs in Setup.
For Mike
Only do these if they appear here.
This is the human checklist. If a source, sync, or automation detail matters, Charlie should turn it into one plain action here.
Dad review setup
Short list for tomorrow before Mike treats Charlie as his daily advisor.
Charlie can pull finance emails
Do thisCharlie should prove he can read finance-related emails before Mike relies on email context.
Run the finance inbox pull after Gmail authorization.Mike's ChatGPT OAuth
Do thisCharlie currently has Helm's local model route, but Mike's own ChatGPT OAuth still needs setup.
During the meeting, connect Mike's ChatGPT account or mark this as intentionally skipped.Today's action list
These are the things Mike may need to act on after setup is handled.
Review New Candidates
Do this2 deeper source surface(s) are still missing, so non-owned ideas may stay in Watch mode.
Tap Do this to go straight to New Candidates.Confirm stop protection
Do this8 position(s) still need visible stop protection in Helm.
Tap Do this to go straight to the stop cleanup controls.Review IBD article context
Do thisNo readable IBD article body is available yet.
Tap Do this to go straight to the IBD article list.Record what Mike actually did
Do this174 saved recommendation(s) still need Mike's action marked.
Tap Do this to go straight to the action buttons.