Friday, July 24, 2026 · Dan Abreu · 9–9:45 AM ET is a triple-booking again: CIBC Weekly, Dream Team Forecast, and the Evgeny Levine (buzz.ai) call, who now appears to want to cancel · MetTel/QA AI/ and DTCC/QA Increase 2026 opportunities are both now past due in Salesforce · Call Chuck at SMBC at 10 AM
Schedule
Today — Friday, July 24
Triple-booked9:00–9:45 AM ET — CIBC Weekly, Dream Team Forecast, and the Evgeny Levine call all overlap
CIBC - NetBrain Weekly Meeting (9:00–10:00, Teams — Org: Laky Singh · CIBC: vadim.sclear, jim.dalby, David Mullings, Margaret Chen · NB: Appachu KP, Ian Ballantyne, Reza Shokraie, Terry Fera, George Jiang) overlaps Dream Team Forecast Meeting (9:00–10:00, Zoom — Org: Michael Pasqualoni) and the recurring Dan Abreu / Evgeny Levine check-in (9:15–9:45, Google Meet — evgeny@buzz.ai, cc Bill Santangelo, Craig Curtis, Elbert Ruff — the invite note again reads "I'm sorry to hear you are looking to cancel"). Same conflict as yesterday's briefing flagged for today — pick which to attend or delegate.
Reminder10:00 AM ET — Call Chuck at SMBC
Personal reminder flagged Important. Follows through on yesterday's Teams exchange with Amlan Mukherjee, where Dan said he'd "give him a call tomorrow AM if he hasn't responded" — SMBC has had no direct communication in a while and the account has stalled.
10:00–11:00 AM ET — NetBrain/TD-Bank: Documenting steps required to access & utilize TD Automated Reports
Microsoft Teams · Org: Eyituoyo Grage · TD: karan.patel, irwin.chan, Elena Calugaru, Danny Deng · NB: Dan Abreu, Heather Sun, Thomas Yeh, Terry Fera, Ian Ballantyne
Prep: bring a list of report-based automations to prioritize for the exercise, or be ready to review what's already been built so it can be documented in a central location for TD's teams.
NetBrain/HP Cadence (11:30–12:00, Teams — Org: Highpoint (sperdomo) · NB: Ian Ballantyne · Highpoint: nspencer-maggs, lmend) overlaps the first half of DTCC - NetBrain Weekly Automation (11:30 AM–1:00 PM, Zoom — Org: Krishna Makani · DTCC: wclaffey, hquinonesruiz, cpillitteri). Both are tentative — confirm which one needs Dan directly.
Important Emails
Action Required
Past DueMetTel/QA AI/ close date has now expired
Salesforce Platform & Sales Operations · "PAST DUE: Opportunity MetTel/QA AI/ Close Date Expired" · 12:03–1:00 AM ET today
Escalated overnight from yesterday's "closing today" alert — the 07/23 close date has now passed with the opportunity still in Discovery at $0 TCV/ACV. Update the stage or push the close date in Salesforce.
Past DueDTCC/QA Increase 2026 close date has now expired
Salesforce Platform · "PAST DUE: Opportunity DTCC/QA Increase 2026/ Close Date Expired" · 1:00 AM ET today
Same automated pattern as MetTel — the 07/23 close date has passed. Confirm status or update the close date in Salesforce.
FYI
WinDTCC upsell closed won — license fulfillment submitted
Salesforce notification (via Dan Abreu) · "Closed Won Oppt - Please fulfill a License for DTCC" · 4:36 PM ET yesterday
The Q4 DTCC upsell opportunity is marked "Submitted for Booking"; the license fulfillment request has gone to Orders. Called out in Teams by Jeff Notaro: "Dan Abreu - Upsell in Q4....niiiiiice."
FYIDTCC Training Day6 cancelled
Shiladitya Sen · "Canceled: DTCC | Training: Day6" · 3:58 AM ET today
"As advised by Bill, cancelling the call" — one less DTCC training session on the books.
FYIStandard Chartered Bank USA — migration/upgrade status still pending
Sajeet Shaik · "RE: NetBrain_Standard Chartered Bank USA_QBR+ SRM Meeting" · 4:49 AM ET today
Sajeet is chasing Santosh Sethia for a migration timeline and upgrade date; Dan is on the thread — no action needed unless SCB stalls further.
FYICorebridge ServiceNow integration — firewall fix in progress
Andrew Wentzell (post-meeting summary & Teams) · 2:41–1:06 PM ET yesterday
The NB-to-ServiceNow data flow needs firewall access from NetBrain's worker servers — only the front servers currently have it. Aaron (Corebridge) is pushing the fix through; next Corebridge meeting is July 28.
FYIGong recordings ready
Gong · "NetBrain Solutions Workshop Discussion" (Corebridge, 34 min) and "DTCC/NetBrain: CSM Health Check" (Highpoint, 53 min) · both from yesterday evening
Recordings and AI analysis are available if a review is useful before today's TD-Bank or DTCC meetings.
Action Items
TodayResolve the 9:00–9:45 AM ET triple-booking
CIBC Weekly, Dream Team Forecast, and the Evgeny Levine (buzz.ai) call all land at the same time again — decide which to attend or delegate; the invite note suggests Evgeny wants to cancel the recurring series.
TodayCall Chuck at SMBC
Follow through on yesterday's commitment to Amlan Mukherjee — there's been no direct communication with Chuck in a while and the SMBC evaluation has stalled again.
TodayUpdate MetTel/QA AI/ in Salesforce
Close date is now past due (was flagged "closing today" yesterday) — update the stage or push the close date.
TodayUpdate DTCC/QA Increase 2026 in Salesforce
Close date is now past due — confirm the current status or push the close date.