📋 Harvey Daily Summary — 2026-03-27

🔧 What I worked on:
• Livia Bevilacqua tax situation: processed her clarification email (she's a temporary resident, not non-resident — Reg 105 issue likely resolved). Veem payment #7155244 went through Mar 26. Total paid ~$147K. Maurizio involved, awaiting formal docs (SIN, work permit, tax history)
• Vadim Salamov damage claim (DMG-2026-001): prepped meeting brief + call doc for 10am meeting. Vadim denying liability across 7 emails. Contract sections 4.2h, 5.1, 5.2 support NMC's position. Insurance on file is expired
• Dad's visit booked: Wojciech + Bohdan, Air Canada BRKKZD, arriving May 17, departing May 20. Calendar events created
• Sunday plan mapped: Build-A-Bear 3pm → Leisure Lanes bowling 4pm → sushi 6pm (Oshawa). Calendar events not yet created
• Kristi Nelson discovery call prepped: booked Monday Mar 30, 2:00-2:45pm. Zapier workflow mapped (ZenMaid → Google Sheets → payroll)
• Drafted DM to Renee (cleaning biz peer outreach, no pitch)
• Full afternoon triage of Mike's 18-item task list — status tracked for each
• Email inbox scanned: flagged Wealthsimple info update, Kayla Google review, Blockchain.com verification email
• Recorded business BTC holdings ($27.6K / 0.30 BTC) — previously uncaptured, separate from personal crypto

💬 Conversations:
• Discord #vadims-team: Vadim meeting prep, damage liability analysis, insurance gap identified
• Discord #complaint-handled-sop: DMG-2026-001 resolution still in progress, Gillian email draft ready but unsent
• Telegram Personal: Business crypto disclosed, combined crypto position ~$107K CAD
• Slack #customer-service: Gillian Hull case active, Cara Matthew draft needs revision per Mike's feedback

✅ TODOs updated:
• ✅ Book dad's flight — DONE
• ✅ Kristi Nelson call — booked Mar 30
• ✅ Sunday bowling plan — DONE (Leisure Lanes found)
• ✅ Abigael leave reminder — calendar event created (Apr 6)
• ✅ Quarterly Perk session — calendared for tomorrow (Sat Mar 28, 10-10:30am)
• NEW: Build Zapier workflow for Kristi demo before Monday
• NEW: Needs paid Zapier plan (multi-step zap)

⚠️ Needs your attention:
• **Evernote export — TONIGHT before bed.** File > Export All Notes. 2 minutes. Due before Mar 28
• **Vadim meeting was today at 10am** — what happened? Need debrief to determine next steps
• **Gillian Hull email** still in services@ Drafts — needs to be sent
• **Vadim's insurance certificate** — expired on file, need current one
• **HST filing due March 31** — Maurizio says on track, but confirm nothing's blocking
• **Quarterly Perk** — tomorrow morning session, 129 customers, must go out before end of March
• **Sunday sushi reservation** — venue TBD, no reservation made yet
• **Respond to Donald Spann** — need context on what the complaint is about
• **Respond to Rashaad + Huy** — not in Gmail, which platform are they on?
• **Wealthsimple** "update your information" — may need action
• **Blockchain.com device verification email** — check if legit or phishing
• **Kayla's Google review** — needs a response
• **Zapier paid plan** — need to upgrade before Monday's Kristi demo
• **Sunday calendar events** — not yet created, need your go-ahead