2025-10-29_brainforge_x_abc_stand-up_sync_5473f44c

Meeting Title: Brainforge x ABC Stand-up Sync Date: 2025-10-29 Meeting participants: Samuel Roberts, Casie Aviles, Mustafa Raja, Rico Rejoso, Uttam Kumaran, Demilade Agboola, Amber Lin, Robert Tseng, Zoran Selinger

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1 00:01:01.330 ⇒ 00:01:01.820 Mustafa Raja: Hey.

2 00:01:01.820 ⇒ 00:01:02.580 Samuel Roberts: Hello?

3 00:01:03.450 ⇒ 00:01:04.250 Mustafa Raja: How are you?

4 00:01:04.610 ⇒ 00:01:08.070 Samuel Roberts: I’m doing alright, doing alright. A little bit of a…

5 00:01:08.550 ⇒ 00:01:12.169 Samuel Roberts: My kid normally sleeps through the night pretty well, but he did not last night, so…

6 00:01:13.240 ⇒ 00:01:16.110 Samuel Roberts: Yeah, but I’m doing alright now.

7 00:01:16.460 ⇒ 00:01:22.860 Samuel Roberts: Yeah, yeah, but… It was alright, it wasn’t… he wasn’t up long, but he just kept waking up, and I had to get him back to sleep.

8 00:01:23.110 ⇒ 00:01:24.959 Samuel Roberts: Which was… fine.

9 00:01:25.420 ⇒ 00:01:30.110 Samuel Roberts: But I honestly, I’m very lucky that he normally sleeps, like, 8 hours this early.

10 00:01:30.110 ⇒ 00:01:33.890 Mustafa Raja: Oh, that… that’s very… that’s a good…

11 00:01:34.150 ⇒ 00:01:35.120 Samuel Roberts: Yeah, so…

12 00:01:35.240 ⇒ 00:01:40.119 Mustafa Raja: They have… they have a tendency to wake up in the middle of the night.

13 00:01:40.430 ⇒ 00:01:44.859 Samuel Roberts: Exactly, so I’m… I know I’m very lucky that if this is one of the few nights I have to deal with it so far.

14 00:01:44.860 ⇒ 00:01:45.620 Mustafa Raja: Yeah.

15 00:01:45.620 ⇒ 00:01:50.570 Samuel Roberts: It’s fine, but… Yeah, how about you guys? How are you doing today?

16 00:01:51.150 ⇒ 00:01:52.250 Mustafa Raja: Yeah, I’m doing good.

17 00:01:53.720 ⇒ 00:01:54.739 Samuel Roberts: And good.

18 00:01:55.510 ⇒ 00:02:03.300 Samuel Roberts: While we’re waiting on… other people. I had a couple questions. Oh, okay. Hey, Rico.

19 00:02:03.600 ⇒ 00:02:07.090 Samuel Roberts: So I was looking at the tickets,

20 00:02:07.490 ⇒ 00:02:10.930 Samuel Roberts: for, like, moving some of the Client Hub stuff to Moscra?

21 00:02:11.270 ⇒ 00:02:13.079 Samuel Roberts: And I was curious about…

22 00:02:14.230 ⇒ 00:02:25.670 Samuel Roberts: as I was thinking about it and figuring out, you know, what we’re gonna have to do to make that, I realized all the tables are… I mean, we know all the tables are different for clients, per client. I’m wondering if we… if there was…

23 00:02:26.200 ⇒ 00:02:30.489 Samuel Roberts: reasoning behind that, instead of just putting them all in one table with, like, a client ID,

24 00:02:31.280 ⇒ 00:02:33.399 Samuel Roberts: Was there thought into that, or…

25 00:02:33.540 ⇒ 00:02:34.390 Samuel Roberts: Or what?

26 00:02:36.720 ⇒ 00:02:39.080 Casie Aviles: Sorry, what was the question again?

27 00:02:39.080 ⇒ 00:02:51.509 Samuel Roberts: Yeah, so in the Supabase for, at least the Zoom, and probably for the Slack too, there’s different tables per client, right?

28 00:02:52.110 ⇒ 00:02:53.310 Casie Aviles: Oh, okay, yeah.

29 00:02:53.310 ⇒ 00:03:00.429 Samuel Roberts: And so, like, when we make the client hubs, we have to not only make the tables, but we have to also make the function that queries them, right?

30 00:03:01.300 ⇒ 00:03:03.090 Casie Aviles: Yes, yes, that’s… that’s right.

31 00:03:03.090 ⇒ 00:03:11.619 Samuel Roberts: And so, I was… as I’m trying to, like, think about how to make this more generic, so we can have, like, one big monster agent that we can call for different clients.

32 00:03:11.800 ⇒ 00:03:22.369 Samuel Roberts: I was wondering, like, what the thought process was there, because, like, that’s one way to do it, the other way would have been one table, or I guess two tables for raw and embeddings, with a…

33 00:03:22.710 ⇒ 00:03:24.670 Samuel Roberts: Like, client ID or something.

34 00:03:24.790 ⇒ 00:03:29.580 Samuel Roberts: I didn’t know if there was a particular reason we went one way versus the other, because I’m not sure what’s…

35 00:03:29.780 ⇒ 00:03:32.710 Samuel Roberts: Better or worse, I just didn’t know what the reasoning was so far.

36 00:03:33.060 ⇒ 00:03:34.349 Samuel Roberts: Or, for that part.

37 00:03:35.530 ⇒ 00:03:36.310 Casie Aviles: Yeah.

38 00:03:37.140 ⇒ 00:03:40.790 Casie Aviles: I think that that might have been, like, an arbitrary step.

39 00:03:41.260 ⇒ 00:03:46.820 Casie Aviles: Okay. Because mainly, like, We were just kind of thinking of it in terms of separating.

40 00:03:47.220 ⇒ 00:03:48.460 Samuel Roberts: Poor lions.

41 00:03:48.950 ⇒ 00:03:54.150 Casie Aviles: to their, you know, specific tables, so I guess that was, like, the thought process there, but…

42 00:03:54.260 ⇒ 00:03:58.649 Casie Aviles: There wasn’t really much thought into, like, whether this is the best approach or not.

43 00:03:58.650 ⇒ 00:04:04.310 Samuel Roberts: Yeah, yeah. Well, that’s the thing, I don’t… I don’t think one way is necessarily better than the other. I’m just trying to understand…

44 00:04:04.650 ⇒ 00:04:12.500 Samuel Roberts: If we want to make it more generic, what we have to do, and trying to, like, simplify as we add clients, what has to get created and everything.

45 00:04:12.770 ⇒ 00:04:18.969 Samuel Roberts: Because I think either way is not bad, they just have different trade-offs, obviously, you know?

46 00:04:20.269 ⇒ 00:04:21.199 Casie Aviles: Yeah, yeah.

47 00:04:21.459 ⇒ 00:04:30.419 Samuel Roberts: And so I just wasn’t sure if there was a reason, if I was missing something that was like, oh, we wanted to make sure the client data’s separate, which is a valid reason, or…

48 00:04:30.420 ⇒ 00:04:37.370 Casie Aviles: Yeah, I think another reason why was so we could actually… yeah, I actually remember a little bit, but…

49 00:04:37.620 ⇒ 00:04:40.599 Casie Aviles: Like, for querying, like, if we could…

50 00:04:41.020 ⇒ 00:04:49.169 Casie Aviles: Kind of separate it per client, then we won’t have to, like, worry about mixing the other client data, like…

51 00:04:49.660 ⇒ 00:04:50.500 Samuel Roberts: Of course.

52 00:04:50.700 ⇒ 00:04:56.600 Casie Aviles: But I guess we could fix that, potentially, if we just use, like, a filter, metadata filter.

53 00:04:56.600 ⇒ 00:04:57.030 Samuel Roberts: Yeah.

54 00:04:57.030 ⇒ 00:04:59.670 Casie Aviles: When we do, like, our vector querying.

55 00:05:00.180 ⇒ 00:05:10.720 Samuel Roberts: Yeah, exactly, and that’s just, you know, I wasn’t sure if there were, you know, other concerns. Maybe Utah might be able to talk a little bit more about that when his audio’s connected, but, I think…

56 00:05:11.660 ⇒ 00:05:15.219 Samuel Roberts: Yeah, again, like, I don’t think either one is better than the other. I think there’s definitely…

57 00:05:15.370 ⇒ 00:05:18.820 Samuel Roberts: good reasons for both. I just didn’t know if it was worth moving…

58 00:05:19.060 ⇒ 00:05:23.450 Samuel Roberts: Or not, and I feel like moving is a big decision at this point, because there’s a lot of tables there.

59 00:05:23.650 ⇒ 00:05:27.309 Samuel Roberts: So I think probably just… Trying to figure out…

60 00:05:28.230 ⇒ 00:05:31.229 Samuel Roberts: Because I think you can probably automate some of that stuff.

61 00:05:31.750 ⇒ 00:05:42.100 Samuel Roberts: for, like, Supabase CLI, maybe? But I don’t know yet. I gotta… I gotta do a little more digging to figure that out, but I just wanted to, while I had people on the call, make sure I wasn’t missing anything from before I joined.

62 00:05:42.610 ⇒ 00:05:43.130 Casie Aviles: Sure, sure.

63 00:05:44.590 ⇒ 00:05:46.080 Casie Aviles: Because, yeah, again, it’s…

64 00:05:46.120 ⇒ 00:05:50.559 Samuel Roberts: Totally valid to keep them separate, because they are different clients, and especially if, like.

65 00:05:50.660 ⇒ 00:05:54.450 Samuel Roberts: You know, we need to remove something, it’s a lot easier to drop a table than it is to, like.

66 00:05:54.550 ⇒ 00:06:00.279 Samuel Roberts: do a whole delete query on just that one. It’s a little cleaner.

67 00:06:00.760 ⇒ 00:06:07.389 Samuel Roberts: But anyway, that was just one thing I noticed last night as I was digging through, trying to think about how best to move stuff to Maestra.

68 00:06:09.000 ⇒ 00:06:10.140 Casie Aviles: Cool.

69 00:06:14.040 ⇒ 00:06:16.440 Samuel Roberts: Oh, I see your message now, Tom, one sec, okay.

70 00:06:19.740 ⇒ 00:06:20.720 Samuel Roberts: Anyway…

71 00:06:23.760 ⇒ 00:06:24.770 Samuel Roberts: Yeah.

72 00:06:29.950 ⇒ 00:06:34.680 Samuel Roberts: It’s funny, this morning I didn’t have any audio issues. I’m normally the one that’s got microphone issues.

73 00:06:39.950 ⇒ 00:06:41.140 Samuel Roberts: Right.

74 00:09:17.280 ⇒ 00:09:22.750 Samuel Roberts: I actually have to step away for a quick second, I forgot my coffee downstairs. Well, Utom’s still connecting. Be right back.

75 00:09:22.840 ⇒ 00:09:23.510 Mustafa Raja: Yep.

76 00:09:30.870 ⇒ 00:09:31.580 Uttam Kumaran: Hey, guys.

77 00:09:34.800 ⇒ 00:09:35.390 Mustafa Raja: Hmm.

78 00:09:37.100 ⇒ 00:09:37.740 Casie Aviles: Hey.

79 00:09:38.720 ⇒ 00:09:47.779 Uttam Kumaran: Cool. So I sent some, notes yesterday. I’m wondering if you guys had a chance

80 00:09:47.890 ⇒ 00:09:52.130 Uttam Kumaran: to take a look, and if not, like, I’d like to spend…

81 00:09:52.480 ⇒ 00:09:58.400 Uttam Kumaran: this extended meeting, sort of covering that. I mean, in terms of the PRD for the

82 00:09:59.940 ⇒ 00:10:01.340 Uttam Kumaran: stand up.

83 00:10:02.130 ⇒ 00:10:08.890 Mustafa Raja: I just… looked into that message, so I haven’t… I haven’t gotten to the loom yet.

84 00:10:12.010 ⇒ 00:10:15.439 Uttam Kumaran: Okay, I’m not concerned more about the loom.

85 00:10:15.560 ⇒ 00:10:17.819 Uttam Kumaran: I’m talking about the stand-up PRD.

86 00:10:21.380 ⇒ 00:10:23.069 Mustafa Raja: So, does someone want.

87 00:10:23.070 ⇒ 00:10:31.040 Uttam Kumaran: Yeah, can someone lead today? And, like, I guess, like, main thing I want to just talk about is, like, okay, can we deliver something by Friday?

88 00:10:31.320 ⇒ 00:10:35.129 Uttam Kumaran: For that, you know, set of stand-up related

89 00:10:35.540 ⇒ 00:10:38.610 Uttam Kumaran: You know, problem… the stand-up-related problem set.

90 00:10:41.910 ⇒ 00:10:43.769 Samuel Roberts: Hey, sorry, yeah, I just…

91 00:10:43.950 ⇒ 00:10:47.149 Samuel Roberts: Just sat back down. We’re talking about the PRD.

92 00:10:47.290 ⇒ 00:10:48.300 Samuel Roberts: PR. Yeah.

93 00:10:49.990 ⇒ 00:10:53.690 Samuel Roberts: Cool. Yeah, I haven’t scrolled through it yet, to be honest.

94 00:10:53.980 ⇒ 00:10:56.389 Uttam Kumaran: Well, yeah, I mean, we should… let’s go… let’s go through it in this meeting.

95 00:10:56.390 ⇒ 00:10:58.209 Samuel Roberts: through it? Okay. Yeah, yeah. Cool.

96 00:10:58.620 ⇒ 00:11:09.239 Uttam Kumaran: So, I wish you can lead, and then basically, kind of for me, I just want to see, okay, what agreement we can make as a team today to see, like, what was possible by Friday.

97 00:11:09.350 ⇒ 00:11:13.289 Uttam Kumaran: But yeah, I would love if you walked through it, and then we can kind of treat this as, like.

98 00:11:13.430 ⇒ 00:11:15.890 Uttam Kumaran: Yeah, ask me any questions you guys have.

99 00:11:16.240 ⇒ 00:11:25.209 Samuel Roberts: Okay, cool. Yeah, I just have the GitHub up, because it’s just a bunch of new files, so I figured this is the easiest way to just know what was here. But, okay, so…

100 00:11:27.630 ⇒ 00:11:31.919 Samuel Roberts: This is the README, the Stand Up Automation is the one you’re talking about, though?

101 00:11:34.620 ⇒ 00:11:35.469 Samuel Roberts: This guy here.

102 00:11:35.770 ⇒ 00:11:36.520 Uttam Kumaran: Right.

103 00:11:36.520 ⇒ 00:11:42.020 Samuel Roberts: Okay, actually, it would be better to view this as a… Markdown file…

104 00:11:43.490 ⇒ 00:11:53.470 Samuel Roberts: Is there a better way to view this? That’s just gonna pull up the ROM… there we go, okay, cool. Okay, so I’ll just kind of go through it quickly, I guess, and then we can all discuss it.

105 00:11:53.770 ⇒ 00:11:57.550 Samuel Roberts: Okay, so streamline preparation and delivery of sprint reviews.

106 00:11:58.350 ⇒ 00:12:05.390 Samuel Roberts: Oh, wait, hold on. We went to the wrong one, there we go, stand up. Okay. Yes, specifically the daily stand-up meeting process.

107 00:12:07.830 ⇒ 00:12:18.159 Samuel Roberts: Running the stand-up, gathering information, tracking action items, maintaining context across meetings, generating useful summaries, following up on commitments. It’s time-consuming, it impacts the PM team.

108 00:12:18.730 ⇒ 00:12:23.150 Samuel Roberts: Context is lost between meetings, action items we could probably try to follow up, issues, pain points, okay.

109 00:12:25.090 ⇒ 00:12:28.810 Samuel Roberts: Getting updates manually… checking deadline…

110 00:12:38.760 ⇒ 00:12:41.579 Samuel Roberts: Okay, so the goal here, this is what we kind of want to see.

111 00:12:41.810 ⇒ 00:12:49.780 Samuel Roberts: Stand-up management system reduces prep time by 70%, pre-populates stand-ups with relevant ticket updates, previous action items, 90% of action items tracked and completed.

112 00:12:49.940 ⇒ 00:12:54.430 Samuel Roberts: Better contact can see stand-up history, insert previous discussions.

113 00:12:54.670 ⇒ 00:12:58.379 Samuel Roberts: Support team members who missed meetings took it meaningfully. Okay.

114 00:12:58.520 ⇒ 00:12:59.800 Samuel Roberts: measurable outcomes.

115 00:13:04.600 ⇒ 00:13:10.409 Samuel Roberts: Is this all… is this all we really want to worry about is up to this, and then we want to discuss the rest of it? Is that kind of… because this was the…

116 00:13:10.880 ⇒ 00:13:17.810 Uttam Kumaran: I guess, like, treat me as, like, just a dumb client. So, what I’ve kind of delivered here is just, like.

117 00:13:17.810 ⇒ 00:13:18.220 Samuel Roberts: Perfect.

118 00:13:18.220 ⇒ 00:13:21.319 Uttam Kumaran: Here’s my set of issues, here’s a couple of ideas.

119 00:13:21.540 ⇒ 00:13:23.650 Uttam Kumaran: Okay, that’s right. Yeah, yeah.

120 00:13:26.070 ⇒ 00:13:26.690 Samuel Roberts: Okay.

121 00:13:27.010 ⇒ 00:13:31.649 Samuel Roberts: So… And pull up recently near Tech. Yeah, so I think…

122 00:13:32.410 ⇒ 00:13:41.120 Samuel Roberts: what I can understand here is that there’s definitely linear tickets, there’s probably… Slack discussions and…

123 00:13:42.490 ⇒ 00:13:48.899 Samuel Roberts: Previous stand-ups, and maybe other meetings as well, that we’d want to pull into something that is gonna…

124 00:13:50.620 ⇒ 00:13:54.679 Samuel Roberts: Have a quick… High-level view of all of that.

125 00:13:54.920 ⇒ 00:14:03.060 Samuel Roberts: Okay, let’s… let’s start even earlier. So, u-Tomp. Client.

126 00:14:03.200 ⇒ 00:14:08.909 Samuel Roberts: You want the stand-ups to run more efficiently, and be more,

127 00:14:09.460 ⇒ 00:14:11.269 Samuel Roberts: Followed up and have, you know.

128 00:14:11.690 ⇒ 00:14:16.370 Samuel Roberts: more tracing and tracking. Is that a quick, succinct way to put that?

129 00:14:16.710 ⇒ 00:14:23.069 Uttam Kumaran: Yeah, I would say it’s all of the first one. Like, we are actually not doing everything that we need to do.

130 00:14:23.070 ⇒ 00:14:23.780 Samuel Roberts: Okay.

131 00:14:24.670 ⇒ 00:14:26.230 Uttam Kumaran: in stand-up.

132 00:14:27.310 ⇒ 00:14:27.740 Samuel Roberts: You’re technically.

133 00:14:27.740 ⇒ 00:14:34.699 Uttam Kumaran: And additionally, and I’m currently the only one that can run those, just given how much context switching there is.

134 00:14:34.890 ⇒ 00:14:43.000 Uttam Kumaran: And so I’m having an issue making sure that I can address all items that we need to for each stand-up.

135 00:14:43.530 ⇒ 00:14:45.630 Uttam Kumaran: You know, given this model.

136 00:14:46.520 ⇒ 00:14:47.190 Samuel Roberts: Got it.

137 00:14:48.870 ⇒ 00:14:49.650 Samuel Roberts: Okay.

138 00:14:57.580 ⇒ 00:14:59.550 Samuel Roberts: Sorry, it’s still reading a little bit here.

139 00:15:04.810 ⇒ 00:15:10.589 Samuel Roberts: Okay So… Can I back up a little bit from this?

140 00:15:10.590 ⇒ 00:15:11.130 Uttam Kumaran: Sure.

141 00:15:11.130 ⇒ 00:15:13.899 Samuel Roberts: So I would… so…

142 00:15:14.060 ⇒ 00:15:22.940 Samuel Roberts: For a stand-up, we want to gather the updates, like we said. No, I guess backing up is backed up to here, not the pain points, but… So, team members would have updates coming into a stand-up.

143 00:15:23.060 ⇒ 00:15:26.330 Samuel Roberts: There would have been…

144 00:15:26.640 ⇒ 00:15:33.499 Samuel Roberts: action items and blockers that would hopefully be seen in linear, but might not necessarily have been updated yet. Is that fair?

145 00:15:33.920 ⇒ 00:15:40.289 Samuel Roberts: Generally, in some reason, follow-up on commitments is fine. Okay. So…

146 00:15:41.900 ⇒ 00:15:47.180 Samuel Roberts: Sorry, I’m just kind of going with the fly here, because I hadn’t actually scrolled through this yet before.

147 00:15:49.480 ⇒ 00:15:50.520 Samuel Roberts: I guess…

148 00:15:54.400 ⇒ 00:15:59.629 Samuel Roberts: this seems a little more than just stand-up to me, even. You know what I mean?

149 00:16:01.460 ⇒ 00:16:04.059 Samuel Roberts: Which is fine, I just… you know…

150 00:16:06.020 ⇒ 00:16:11.029 Uttam Kumaran: But this is… but, like, you guys are in the stand-ups, right? Like, you guys are… No, no, I understand, no, no, I know. I’m doing all this.

151 00:16:11.260 ⇒ 00:16:18.159 Samuel Roberts: No, no, no, I’m not saying it’s not that, I’m just saying, like, you know, when I think… yeah, no, no, sorry. I get exactly what you’re saying, I’m just trying to think, how is best to, like…

152 00:16:20.270 ⇒ 00:16:23.499 Samuel Roberts: My brain’s going too many places right now, trying to…

153 00:16:24.330 ⇒ 00:16:28.679 Samuel Roberts: I can feel myself already trying to get further down, and I don’t want to do that, I’m trying to limit myself here.

154 00:16:28.680 ⇒ 00:16:38.209 Uttam Kumaran: So keep it… look, like, we… I do all of those… all of those problems are things that I have. I have to gather updates every day, I have to track action items.

155 00:16:38.840 ⇒ 00:16:40.290 Uttam Kumaran: or blockers.

156 00:16:40.430 ⇒ 00:16:45.889 Uttam Kumaran: I have to… Like, maintain context.

157 00:16:52.270 ⇒ 00:16:57.149 Samuel Roberts: So our… this almost feels like more of just, like, a project tracker than a stand-up tool.

158 00:16:57.450 ⇒ 00:16:58.800 Samuel Roberts: The way this is defined.

159 00:17:01.480 ⇒ 00:17:08.980 Samuel Roberts: Like, getting things from one stand-up to the next… Feels like a bigger…

160 00:17:08.980 ⇒ 00:17:22.789 Uttam Kumaran: I’ll tell you, when I… for example, I’m gonna go to the next stand-up, right? I have to keep 10 clients in my head, because there’s not a single place where I can see all the relevant information. I can’t see what we worked on yesterday, like, what got done today.

161 00:17:22.930 ⇒ 00:17:36.000 Uttam Kumaran: I can’t see, like, I can’t track that towards our priorities. I can’t use the outcomes of the meetings effectively to get stand-up summaries, action items.

162 00:17:36.110 ⇒ 00:17:46.479 Uttam Kumaran: You know, and also, we are solving this partly through AI already, like, via the transcript, via linear, via other methods. So, I guess what I’m saying is, like.

163 00:17:47.220 ⇒ 00:17:55.370 Uttam Kumaran: we’re doing this all piecemeal right now, and I need some concise solution that does these narrow tasks that I do in stand-up.

164 00:17:57.850 ⇒ 00:18:05.619 Samuel Roberts: Okay, okay, I see what you’re saying. Okay, so more of a tool to use to prep and run the stand-ups.

165 00:18:06.270 ⇒ 00:18:08.429 Samuel Roberts: Than just a after…

166 00:18:08.620 ⇒ 00:18:18.980 Samuel Roberts: like, review the trans… like, right now we have the transcripts, we have linear ticket generation, but that’s not doing the pre-meeting and during-meeting parts, is that what… is that a fair…

167 00:18:19.940 ⇒ 00:18:22.869 Samuel Roberts: like… The piecemeals that are… the pieces that are missing?

168 00:18:25.470 ⇒ 00:18:33.209 Uttam Kumaran: Well, I guess, like, look at the issues. Like, the issues are accurate, right? Like, these are all…

169 00:18:33.830 ⇒ 00:18:36.210 Uttam Kumaran: the issues that… We’re halved.

170 00:18:42.500 ⇒ 00:18:44.149 Samuel Roberts: Yeah, I mean, I think…

171 00:18:44.530 ⇒ 00:18:50.019 Samuel Roberts: Well, what I’m trying to get at is that this is a big thing to tackle by Friday, certainly.

172 00:18:50.230 ⇒ 00:18:50.830 Uttam Kumaran: But, like, what…

173 00:18:50.830 ⇒ 00:18:51.830 Samuel Roberts: Trying to figure out what is…

174 00:18:51.830 ⇒ 00:18:56.419 Uttam Kumaran: what is there to tackle? Like, you haven’t… you haven’t articulated what you’re delivering.

175 00:18:58.650 ⇒ 00:19:05.099 Samuel Roberts: Right, because there’s a lot here that I’m trying to break down, like, what is even something to deliver for any one of these, you know? Like.

176 00:19:06.700 ⇒ 00:19:13.209 Samuel Roberts: what I’m getting at is, like, if you… like, a preparation tool is different than… A context switching tool.

177 00:19:13.590 ⇒ 00:19:16.579 Samuel Roberts: And putting those together into one thing seems like a…

178 00:19:16.890 ⇒ 00:19:19.610 Samuel Roberts: a big thing for Friday, for… you know what I mean?

179 00:19:20.430 ⇒ 00:19:27.930 Uttam Kumaran: But I guess, but let’s… like, for example, if I wanted a simple interface that just showed me what tickets were done yesterday.

180 00:19:28.080 ⇒ 00:19:30.969 Uttam Kumaran: what tickets I need to ask about today.

181 00:19:31.700 ⇒ 00:19:37.289 Uttam Kumaran: I want another tool that takes the meeting transcript and generates me the stand-up summary.

182 00:19:37.990 ⇒ 00:19:38.780 Samuel Roberts: Sure.

183 00:19:38.780 ⇒ 00:19:43.209 Uttam Kumaran: how… those are all things I could do in the next hour with Cortex.

184 00:19:43.550 ⇒ 00:19:44.630 Uttam Kumaran: And the UI.

185 00:19:45.150 ⇒ 00:19:51.669 Uttam Kumaran: So, I don’t… I just don’t understand what… what is it? We have all the endpoints that hit all those data sources.

186 00:19:53.070 ⇒ 00:19:56.069 Uttam Kumaran: like, I think we’re over… we’re overcomplicating.

187 00:19:56.980 ⇒ 00:19:58.930 Samuel Roberts: Well, I would say we’re… but, like, is linear…

188 00:19:58.930 ⇒ 00:20:07.030 Uttam Kumaran: We’re already… we’re already doing a lot of these through other tools. I’m already… we’re already taking the transcript, copying and pasting it into

189 00:20:07.210 ⇒ 00:20:13.450 Uttam Kumaran: into ChatGPT to get that output, right? So let’s just start with that. That is totally something that we can move.

190 00:20:13.990 ⇒ 00:20:15.190 Uttam Kumaran: Into the platform.

191 00:20:15.490 ⇒ 00:20:18.410 Uttam Kumaran: Second thing, I need to look at what tickets

192 00:20:18.840 ⇒ 00:20:32.259 Uttam Kumaran: had activity on them yesterday, and the linear interface is extremely difficult for me to do that. So simply, I just need a query that hits linear for a certain amount of teams, that pulls the tickets, and can summarize what was done.

193 00:20:32.400 ⇒ 00:20:43.480 Uttam Kumaran: Second, I need to look at what we talked about last stand-up, so I can follow up on what I… what people said they were gonna do, and so that I have a clear list versus me going through every ticket again and again.

194 00:20:43.730 ⇒ 00:20:50.159 Uttam Kumaran: Those are all 3 things that I feel like it could deliver something to me in the next 30 minutes that, like, does that, even in a shitty…

195 00:20:50.350 ⇒ 00:20:52.939 Uttam Kumaran: Even just really shitty, you know?

196 00:20:52.940 ⇒ 00:20:57.070 Samuel Roberts: Yeah, I mean, I suppose… I guess I don’t want to go for really shitty, though. Is that… is that…

197 00:20:57.200 ⇒ 00:20:58.529 Samuel Roberts: Is that… like, this seems like…

198 00:20:58.530 ⇒ 00:21:06.759 Uttam Kumaran: Dude, because what is the… the alternative is me doing what I’m doing, which is I’m running 10 projects in parallel. It’s already horrible. It’s already horrible.

199 00:21:06.760 ⇒ 00:21:09.259 Samuel Roberts: That’s fair, you’re right, something is better than nothing here, you’re right.

200 00:21:09.260 ⇒ 00:21:18.049 Uttam Kumaran: If you delivered me anything that even just put this all in one place, where I could click buttons and get these out, it would be way better. Like, I…

201 00:21:18.240 ⇒ 00:21:23.179 Uttam Kumaran: bias against the fact that this has to be fully fleshed, like, the constraint of… Right.

202 00:21:23.180 ⇒ 00:21:23.890 Samuel Roberts: You’re right.

203 00:21:23.890 ⇒ 00:21:24.650 Uttam Kumaran: hopefully indicate.

204 00:21:24.650 ⇒ 00:21:25.080 Samuel Roberts: Thanks.

205 00:21:25.080 ⇒ 00:21:33.759 Uttam Kumaran: that I don’t care about polish. I care about getting something that even… even if something else, even if one part of what gets delivered.

206 00:21:33.760 ⇒ 00:21:34.180 Samuel Roberts: Yeah.

207 00:21:34.180 ⇒ 00:21:53.360 Uttam Kumaran: helps improve 5%. We have two stand-ups every day. That is 5% improvements on each of those. Let’s say next week you get 5% better. You’ve now saved 10% of the time, right? So, you will… you’ll get there. So, I guess one… one… I think this is a great demonstration of, like.

208 00:21:53.540 ⇒ 00:21:58.699 Uttam Kumaran: This is the totally frustration between developing something that works and developing something that.

209 00:21:58.700 ⇒ 00:21:59.290 Samuel Roberts: Yeah.

210 00:21:59.290 ⇒ 00:22:00.060 Uttam Kumaran: that, like.

211 00:22:00.330 ⇒ 00:22:08.320 Uttam Kumaran: that is, like, the perfect solution. What you’re gonna find here is, given the week-long constraint, especially now that we just have a few days.

212 00:22:09.440 ⇒ 00:22:17.430 Uttam Kumaran: think about, okay, if I truly only have, like, a couple of, like, key points in which I could deliver something, what

213 00:22:18.280 ⇒ 00:22:21.539 Uttam Kumaran: what… What is it?

214 00:22:22.080 ⇒ 00:22:26.580 Samuel Roberts: Okay, yeah, so I think that makes sense. We can definitely… pretty…

215 00:22:27.270 ⇒ 00:22:30.740 Samuel Roberts: Easily pull things that, like, linear tickets that had movement on them.

216 00:22:30.970 ⇒ 00:22:32.880 Samuel Roberts: In any form. Is that…

217 00:22:33.050 ⇒ 00:22:39.950 Samuel Roberts: Would that be something that you’d want to see, like, for this preparation thing? Like, not just change status, but, like, discussions and things on linear?

218 00:22:44.170 ⇒ 00:22:54.149 Uttam Kumaran: Well, again, there’s a couple things here. There’s a whole host… and, like, what you’ll see is if you go watch any of those stand-ups, you’ll go watch what I’m doing in linear, right?

219 00:22:54.150 ⇒ 00:23:04.179 Uttam Kumaran: I’m having to quickly click through several different teams, I have to ask updates about things that we already have the update on. I’m having to review… I’m having to review Slack.

220 00:23:04.490 ⇒ 00:23:06.340 Uttam Kumaran: Right? So there’s all these issues.

221 00:23:06.930 ⇒ 00:23:10.869 Uttam Kumaran: So… what I’m looking for is very simply, like.

222 00:23:11.710 ⇒ 00:23:22.429 Uttam Kumaran: again, if… for me, if I was in your shoes, I would say, cool, if I was to deliver you even just a list of what I talked about last stand-up.

223 00:23:22.930 ⇒ 00:23:29.050 Uttam Kumaran: what tickets got affected, and what tickets I should ask about, and what tickets I should not ask about.

224 00:23:30.140 ⇒ 00:23:38.660 Uttam Kumaran: I would say, please, like, God, I would like, I would really enjoy that. That would be really helpful for me. It’s as simple as that, right?

225 00:23:38.660 ⇒ 00:23:39.390 Samuel Roberts: even going…

226 00:23:39.390 ⇒ 00:23:47.050 Uttam Kumaran: Even going simpler, dude, that could literally be just, like, if someone just slapped me that list, I would be happy.

227 00:23:47.170 ⇒ 00:23:53.280 Uttam Kumaran: So, it’s so… it’s just… I think the bar’s so low here. Okay.

228 00:23:53.550 ⇒ 00:24:03.399 Uttam Kumaran: You know, so I wouldn’t constrain yourself towards delivering, like, a full product or anything, but we already have the endpoints to pull all these things.

229 00:24:03.400 ⇒ 00:24:18.549 Uttam Kumaran: you can shove a simple… so you can probably develop a simple proof-of-concept output locally, like, in ChatGPT, and then put it into the tool, send a screenshot of something that’s, like, pulling last… what we talked about yesterday, what we need to talk about today per client.

230 00:24:18.650 ⇒ 00:24:20.090 Uttam Kumaran: Yeah, that’s it, you know?

231 00:24:22.380 ⇒ 00:24:25.260 Samuel Roberts: Yeah, okay, I’m sorry, I think I see what you’re saying now.

232 00:24:25.830 ⇒ 00:24:39.729 Samuel Roberts: I definitely was over-complicating this, and I think part of that is just because I’m seeing lots of it here, and I’m trying to, like, fit to this PRD, but you’re right, like, something that solves a few of these pain points by Friday, at least, is better than nothing. You’re absolutely right.

233 00:24:40.540 ⇒ 00:24:41.280 Samuel Roberts: Okay.

234 00:24:44.920 ⇒ 00:24:45.670 Samuel Roberts: Okay.

235 00:24:51.770 ⇒ 00:24:59.480 Uttam Kumaran: So, I guess, like, let’s even break it down further. What… if I was to ask you, okay, what is… given this, what is the first step to do?

236 00:25:01.230 ⇒ 00:25:09.259 Uttam Kumaran: what we got. And Casey and Mustafa, I’m sort of looking for you guys, too, because it’s… you’re a team. So, I’ve come and delivered this ask for the team.

237 00:25:09.960 ⇒ 00:25:14.989 Uttam Kumaran: So, what I’m asking now is think about, like, what is a first thing You should do.

238 00:25:17.880 ⇒ 00:25:28.810 Mustafa Raja: So for gathering updates from team members, I remember we had a… what’s called a workflow that would go into the channel and ask for the, for the updates.

239 00:25:29.050 ⇒ 00:25:32.310 Mustafa Raja: For the day. I guess…

240 00:25:32.510 ⇒ 00:25:37.100 Mustafa Raja: We don’t have it anymore, but, but that, that could,

241 00:25:37.400 ⇒ 00:25:41.829 Mustafa Raja: Help us, gather updates from team members for their day.

242 00:25:43.580 ⇒ 00:25:54.120 Mustafa Raja: And if they mention their tickets in linear, we can also know, okay, what progress was made on what tickets.

243 00:25:55.140 ⇒ 00:25:58.279 Mustafa Raja: And we can, hopefully summarize

244 00:25:58.800 ⇒ 00:26:05.750 Mustafa Raja: A client, if, every member on the client would, submit their basis or something.

245 00:26:08.070 ⇒ 00:26:10.670 Uttam Kumaran: You’re jumping to… you’re jumping to the product.

246 00:26:10.860 ⇒ 00:26:13.849 Samuel Roberts: Yeah, yeah, I think… I think what you’re… what you’re saying isn’t, like, a…

247 00:26:14.060 ⇒ 00:26:17.409 Samuel Roberts: bad, but I think that’s a little further down, exactly, like, what I’m saying.

248 00:26:17.410 ⇒ 00:26:23.389 Uttam Kumaran: What I’m asking for is for someone on the call to clearly articulate back to me what

249 00:26:23.680 ⇒ 00:26:28.389 Uttam Kumaran: the problem is, right? Or, like, what are the key one to two items

250 00:26:28.710 ⇒ 00:26:39.499 Uttam Kumaran: that you think could be delivered. And if… and if that’s not clear, what would you need to do to get there, right? Like, that’s what I want to do. And this is a good… this is, like, product management exercise, so…

251 00:26:40.660 ⇒ 00:26:41.070 Mustafa Raja: Hmm.

252 00:26:41.080 ⇒ 00:26:45.089 Casie Aviles: Just kind of thinking of a solution that.

253 00:26:45.430 ⇒ 00:26:47.080 Uttam Kumaran: I mean, that…

254 00:26:47.220 ⇒ 00:26:51.039 Casie Aviles: the PMs could have something up whenever there’s, like, a meeting.

255 00:26:51.700 ⇒ 00:26:53.300 Casie Aviles: During a meeting, and…

256 00:26:53.580 ⇒ 00:27:01.210 Casie Aviles: Using already the endpoints that we have, and shove it in, like, a single view? Maybe, like, they could have it up.

257 00:27:01.520 ⇒ 00:27:05.520 Casie Aviles: As they run the meetings, so that’s just kind of what I was thinking about right now.

258 00:27:07.270 ⇒ 00:27:13.339 Uttam Kumaran: Okay. Getting closer. So, what I liked about… what I liked about Casey’s idea is there’s something that is, like.

259 00:27:13.490 ⇒ 00:27:19.639 Uttam Kumaran: Actively being used during… the meeting, right? So it’s not purely a pre-read.

260 00:27:19.780 ⇒ 00:27:23.460 Uttam Kumaran: And it’s certainly not what it is now, which is, like, all reactive, right?

261 00:27:29.200 ⇒ 00:27:34.250 Samuel Roberts: Yeah, I think… I think if we can pull… linear movement,

262 00:27:34.650 ⇒ 00:27:44.889 Samuel Roberts: parse the previous… at least the previous stand-up, if not any other meetings for those clients. That would give something that would be the preparation.

263 00:27:45.080 ⇒ 00:27:48.379 Samuel Roberts: The ability to then update those

264 00:27:48.700 ⇒ 00:27:52.769 Samuel Roberts: specific linear tickets from there, I think it’s doable.

265 00:27:53.050 ⇒ 00:27:58.300 Samuel Roberts: So that it’s only… you’re not bouncing around all of the different linear tickets, it’s just the ones that are…

266 00:27:59.630 ⇒ 00:28:01.220 Samuel Roberts: Currently being acted on.

267 00:28:03.020 ⇒ 00:28:13.740 Samuel Roberts: And then… I’m trying to think if there’s a way to then have, like, a quick note before the meeting’s even over that we could then feed in with the transcript, so the trans… like, whatever’s processing the transcript kind of knows

268 00:28:13.970 ⇒ 00:28:18.419 Samuel Roberts: A little bit more about what we want to focus on, and then that would be the…

269 00:28:18.760 ⇒ 00:28:20.539 Samuel Roberts: Updates for the follow-on.

270 00:28:21.200 ⇒ 00:28:22.879 Samuel Roberts: Like, kind of those three pieces.

271 00:28:23.860 ⇒ 00:28:24.540 Uttam Kumaran: Okay.

272 00:28:26.770 ⇒ 00:28:35.760 Samuel Roberts: Because, yeah, we have the reaction stuff, but I think that can get a little lost in terms of… it’s a long meeting, there’s lots of chatter, but if we have, like, you know.

273 00:28:37.140 ⇒ 00:28:46.319 Samuel Roberts: From the discussion, it’s, these are the three things we’re following up on, these are the linear tickets that got changed, then that’s gonna be a little bit more of the…

274 00:28:47.780 ⇒ 00:28:51.039 Samuel Roberts: action items that get forgotten and not properly tracked, I think.

275 00:28:51.440 ⇒ 00:28:53.650 Samuel Roberts: So, I think we can probably…

276 00:28:54.690 ⇒ 00:29:00.839 Samuel Roberts: do something about the preparation, get the kind of… well, the updates, that’s… I think we’re getting a little farther there, but I think we can…

277 00:29:02.000 ⇒ 00:29:05.709 Samuel Roberts: Oh, here’s a question. Do you want to be getting these updates pre the meeting or in the meeting?

278 00:29:09.450 ⇒ 00:29:12.260 Uttam Kumaran: Pre… well…

279 00:29:12.650 ⇒ 00:29:29.859 Uttam Kumaran: like, in an ideal world, as a project manager, everybody updates their tickets, and we only talk about blockers. That is never gonna happen. And so, as a project manager, I need to come into meetings and drive the team towards making sure everything’s updated, and that I have enough understanding

280 00:29:30.070 ⇒ 00:29:32.839 Uttam Kumaran: Of what needs to happen today.

281 00:29:33.080 ⇒ 00:29:38.429 Uttam Kumaran: And what happened yesterday, so I can start to make a forecast on what we’re gonna get done this week.

282 00:29:39.160 ⇒ 00:29:39.840 Samuel Roberts: Hmm.

283 00:29:40.860 ⇒ 00:29:46.859 Uttam Kumaran: So I do that with a mix of data from Linear, that’s all structured data, I look at data in Slack.

284 00:29:47.010 ⇒ 00:29:52.680 Uttam Kumaran: That’s all structured, and I asked using my… voice, right?

285 00:29:52.680 ⇒ 00:29:53.080 Samuel Roberts: Right.

286 00:29:53.080 ⇒ 00:30:07.009 Uttam Kumaran: But I am… I am most likely asking about things that have already said… been sent updates to, and I am not asking about things that should get asked about, right? I can… I’m only covering, like, 50% of most projects.

287 00:30:07.300 ⇒ 00:30:08.490 Uttam Kumaran: Every stand-up.

288 00:30:08.730 ⇒ 00:30:15.460 Uttam Kumaran: And so, there is a mismatch between what I should be asking and what I am asking, because I have no sense of

289 00:30:15.620 ⇒ 00:30:20.540 Uttam Kumaran: there’s just too much data to keep in my head, like, I would have to go make this log ahead of time.

290 00:30:20.690 ⇒ 00:30:40.119 Uttam Kumaran: of, like, what I should really be asking about, right? So there’s, like, 4 data sources. There’s what happened in linear, what happened in Slack, there’s, like, what… there’s what I asked about yesterday, and there’s, like, what our priorities are this week. That all come together in my brain simultaneously for me to be like, I should probably ask about that.

291 00:30:40.680 ⇒ 00:30:41.560 Samuel Roberts: Right.

292 00:30:42.160 ⇒ 00:30:43.129 Samuel Roberts: Okay, so I’ve seen that…

293 00:30:43.130 ⇒ 00:30:45.910 Uttam Kumaran: But I’m not hitting the bullseye. Like, yesterday.

294 00:30:45.910 ⇒ 00:30:46.540 Samuel Roberts: Right, right.

295 00:30:46.540 ⇒ 00:30:50.889 Uttam Kumaran: asking about a few things that, like, completely derail the day that I should have.

296 00:30:51.410 ⇒ 00:30:53.810 Uttam Kumaran: And I don’t know how to solve that right now.

297 00:30:55.530 ⇒ 00:30:56.130 Samuel Roberts: Okay.

298 00:30:57.740 ⇒ 00:31:00.480 Samuel Roberts: You mentioned priorities for the week.

299 00:31:01.990 ⇒ 00:31:06.409 Samuel Roberts: Is that something distinct from what’s in linear, and like… like, is that a…

300 00:31:07.100 ⇒ 00:31:11.250 Samuel Roberts: Like, look, you kind of did that at the beginning of the week, too, where it was like, what are the three things we want to do?

301 00:31:11.250 ⇒ 00:31:15.949 Uttam Kumaran: Yeah, I mean, I wrote that down somewhere. It’s not clear where I can do that in linear, and if linear.

302 00:31:15.950 ⇒ 00:31:20.679 Samuel Roberts: That’s what I’m wondering. Well, that actually might be something that we need to then… Yeah. Included.

303 00:31:20.680 ⇒ 00:31:25.740 Uttam Kumaran: But, like, that’s literally just, like… yeah, it’s literally just, like, a small text.

304 00:31:26.020 ⇒ 00:31:27.940 Samuel Roberts: Yeah, exactly, but I think that, that itself.

305 00:31:27.940 ⇒ 00:31:40.070 Uttam Kumaran: Like, I could toss it in the… if you gave me instruction, if this tool worked, and you’re, like, in order for it to work, you have to put it in the linear cycle, fine. But, like, I won’t… I’m not gonna do that until it works, because it’s too much task.

306 00:31:40.070 ⇒ 00:31:40.810 Samuel Roberts: Yeah, I know.

307 00:31:40.810 ⇒ 00:31:46.060 Uttam Kumaran: Having a simple spreadsheet next to me with 3 bullets for 10 clients is way easier.

308 00:31:46.460 ⇒ 00:31:47.379 Samuel Roberts: Yeah, yeah, yeah.

309 00:31:48.520 ⇒ 00:31:58.750 Samuel Roberts: Well, that’s what I’m thinking, I’m thinking if this is, like, you know, it shows those on a display, it shows the linear tickets that have been updated, it shows what got discussed previously in the whole week, perhaps?

310 00:31:58.910 ⇒ 00:32:01.830 Samuel Roberts: previous meeting, All in one place.

311 00:32:04.020 ⇒ 00:32:07.000 Samuel Roberts: On a view per… Client?

312 00:32:07.120 ⇒ 00:32:08.180 Samuel Roberts: Probably?

313 00:32:12.020 ⇒ 00:32:23.589 Samuel Roberts: It’s still gonna be jumping back and forth a little bit, but is still centralized, still centralized, still centralized, still centralized, still centralized, still centralized, still centralized, still centralized, still centralized.

314 00:32:23.590 ⇒ 00:32:24.419 Uttam Kumaran: You’re echoing, Sam.

315 00:32:24.420 ⇒ 00:32:28.540 Samuel Roberts: Centralized. Still centralized. Still centralized. Still centralized.

316 00:32:29.640 ⇒ 00:32:31.070 Uttam Kumaran: Okay, I muted him.

317 00:32:31.790 ⇒ 00:32:32.769 Casie Aviles: That was fun.

318 00:32:32.980 ⇒ 00:32:34.049 Casie Aviles: Oh, I’m sorry.

319 00:32:34.050 ⇒ 00:32:37.020 Mustafa Raja: I think his internet disconnected or something.

320 00:32:41.890 ⇒ 00:32:47.540 Casie Aviles: Yeah, I think that’s… that’s a good first step, is to just… Get all the…

321 00:32:48.060 ⇒ 00:32:52.640 Casie Aviles: Context that we already have from multiple else.

322 00:32:53.480 ⇒ 00:32:56.449 Casie Aviles: And consolidate them into one view.

323 00:33:01.000 ⇒ 00:33:01.800 Uttam Kumaran: Okay.

324 00:33:02.880 ⇒ 00:33:12.279 Uttam Kumaran: I mean, I… I would even say before that, you… the three of you guys should watch one of the stand… watch one or two of the stand-ups back together.

325 00:33:12.420 ⇒ 00:33:16.260 Uttam Kumaran: And then do a small, like, ideation session in Figma.

326 00:33:16.960 ⇒ 00:33:18.729 Samuel Roberts: Is it looping?

327 00:33:18.730 ⇒ 00:33:19.699 Uttam Kumaran: No, no, no, you’re good.

328 00:33:19.700 ⇒ 00:33:25.870 Samuel Roberts: Okay, so I switched my… okay. Yeah, I think… I think we should exactly do that, the three of us down and ideate together.

329 00:33:26.870 ⇒ 00:33:27.600 Mustafa Raja: Yeah.

330 00:33:28.870 ⇒ 00:33:36.250 Samuel Roberts: But I… I feel like I can see a little bit of it, but I… yeah, I’m having a hard time even just, like, centralizing this down a little bit, and I definitely…

331 00:33:36.390 ⇒ 00:33:42.140 Samuel Roberts: I think that’s because I haven’t really sat with it for a minute, but… Okay.

332 00:33:47.510 ⇒ 00:33:48.340 Samuel Roberts: Yeah.

333 00:33:49.110 ⇒ 00:34:00.870 Uttam Kumaran: So, I would say, one, you guys should watch one of… a couple of those meetings. Like, what you’re gonna see here, and this is gonna be just painful for a couple of weeks, probably, is I’m talking so basic.

334 00:34:00.970 ⇒ 00:34:12.589 Uttam Kumaran: like, the easiest thing to… like, if I was to talk about, okay, we… today, right, if we were to break down, like, what we should… client came… like, let’s say this was an actual client of ours, and they called me and they said, we want to deliver this, what would I do?

335 00:34:12.730 ⇒ 00:34:17.200 Uttam Kumaran: I would get all of us into a room, I would watch 2 or 3 stand-ups.

336 00:34:17.469 ⇒ 00:34:20.059 Uttam Kumaran: I would pause, and I would annotate.

337 00:34:20.210 ⇒ 00:34:23.369 Uttam Kumaran: I would… and then the back half of the meeting, I would ideate.

338 00:34:23.440 ⇒ 00:34:26.639 Uttam Kumaran: So, like, okay, what are the problems we saw?

339 00:34:26.690 ⇒ 00:34:43.589 Uttam Kumaran: okay, like, what are… like, let’s throw at ideas, let’s do a little bit of ideation, let’s see if we can gather them around a certain topic, and then let’s see, okay, can we get to something that’s, like, even just a small wireframe of something, or something that I can send to the client by midday to be like, is this a good direction to go?

340 00:34:43.699 ⇒ 00:34:44.489 Uttam Kumaran: Right.

341 00:34:44.790 ⇒ 00:34:49.069 Uttam Kumaran: At that point, you’ll be able to get feedback from me, and you’ll have a better understanding of the problem.

342 00:34:49.870 ⇒ 00:34:55.720 Uttam Kumaran: Right? If… the one thing I don’t want to happen is I don’t want to come to tomorrow’s meeting

343 00:34:55.920 ⇒ 00:34:59.889 Uttam Kumaran: And… there’s been nothing asked of me since then, because.

344 00:34:59.890 ⇒ 00:35:00.320 Samuel Roberts: Yeah.

345 00:35:00.320 ⇒ 00:35:02.749 Uttam Kumaran: You have… you have 12 hours… you have 24 hours.

346 00:35:02.750 ⇒ 00:35:03.660 Samuel Roberts: Yeah, yeah.

347 00:35:03.660 ⇒ 00:35:08.869 Uttam Kumaran: And so, that’s one thing. Second thing is, yes, most of this problem

348 00:35:09.000 ⇒ 00:35:19.169 Uttam Kumaran: is just getting a bunch of shit into a prompt and saying, what do… what should I prioritize talking about based on what I talked about yesterday and what got done yesterday?

349 00:35:19.290 ⇒ 00:35:30.450 Uttam Kumaran: And our… and our priorities for the week. Very simple. Like, if I… if I copy-pasted all these sources into ChatGBT, I would get it. The problem is, I don’t have time for that. I just don’t have time.

350 00:35:30.680 ⇒ 00:35:37.630 Uttam Kumaran: And so that’s one thing. The second thing is, Ricoh has a ton of workflows that happen post-meeting.

351 00:35:37.680 ⇒ 00:35:55.490 Uttam Kumaran: and he waits for the transcript to get done, he’s taking notes in Notion, he combines them into updates, like, he… there’s… and then lastly, there’s probably, like, 5 to 10 actions per client that need to happen. Buy needs to send a message, ticket needs to get created, meeting needs to get booked, ticket needs to get deleted.

352 00:35:55.530 ⇒ 00:36:05.050 Uttam Kumaran: all of those things… what I… the way I do it is I copy-paste the transcript into a to-do list GPT I have, and it gives me a to-do list.

353 00:36:05.530 ⇒ 00:36:09.319 Uttam Kumaran: So you can see how simple life could be if this was all in one place for me.

354 00:36:09.320 ⇒ 00:36:10.060 Samuel Roberts: Yeah.

355 00:36:10.870 ⇒ 00:36:19.250 Uttam Kumaran: You see how… see, so that’s, like, the current state, and so that’s also one thing that I can probably add to these PRDs, is, like, how am I solving this today?

356 00:36:19.660 ⇒ 00:36:20.090 Samuel Roberts: Yeah.

357 00:36:20.090 ⇒ 00:36:26.670 Uttam Kumaran: solving this all through just, like… and this, again, if I have the time, like, I don’t… I didn’t have the time yesterday to do any of this.

358 00:36:26.860 ⇒ 00:36:41.860 Uttam Kumaran: And so we’re losing daylight, and we’re losing hours for clients where I… simply just, like, booking a meeting, updating a ticket, are not happening. I think guess what happens? Downstream, everybody whose engineer on a client, suffers, because

359 00:36:42.110 ⇒ 00:36:56.699 Uttam Kumaran: projects aren’t managed well. And the solution here, as we can see, is actually not the fact that we need, like, project managers for everything. It’s actually, I think we can run this with just a couple of lead PMs and just great tooling. Like.

360 00:36:56.860 ⇒ 00:37:05.780 Uttam Kumaran: the stuff we already have, like, being able to easily access the transcript is already very helpful, but beyond that, I’m not using the platform for any of this stuff.

361 00:37:06.040 ⇒ 00:37:16.270 Uttam Kumaran: And, like, that… and that is a mistake, because I am probably the most enabled PM we have. So if we get a new lead PM, or if Rico and Amber want to start using this, it’s going to be very difficult.

362 00:37:16.420 ⇒ 00:37:23.650 Uttam Kumaran: So, there is a pre-meeting, there is a during meeting, and then there’s a post-meeting set of flows and requirements here.

363 00:37:27.180 ⇒ 00:37:32.530 Samuel Roberts: Right. Okay. Yes, that, that’s, that I understand. The…

364 00:37:33.670 ⇒ 00:37:39.959 Samuel Roberts: the current state is something I definitely was not also, like, understanding well enough, like, what you’re doing with the current

365 00:37:40.210 ⇒ 00:37:42.259 Samuel Roberts: Like, prompts you have.

366 00:37:42.410 ⇒ 00:37:47.609 Samuel Roberts: That would also be probably pretty helpful to have and see, because…

367 00:37:49.150 ⇒ 00:37:51.739 Samuel Roberts: I would have a better sense of actually what’s going into it.

368 00:37:55.110 ⇒ 00:37:56.440 Samuel Roberts: But we can still work.

369 00:37:56.800 ⇒ 00:38:00.100 Samuel Roberts: I now have a better sense anyway, so I guess that’s good.

370 00:38:00.340 ⇒ 00:38:01.090 Samuel Roberts: Yeah.

371 00:38:03.090 ⇒ 00:38:03.830 Samuel Roberts: Okay.

372 00:38:10.760 ⇒ 00:38:12.580 Samuel Roberts: Mmm… okay.

373 00:38:15.590 ⇒ 00:38:27.199 Samuel Roberts: Alright, pre, during, post, that’s a good point. Okay. Yeah, I… I don’t have much more to say about that right now, I guess. I think we need to actually do the meeting and walk… watch through and do the ideation.

374 00:38:29.010 ⇒ 00:38:31.960 Samuel Roberts: And yeah, if you can get us, like, whatever…

375 00:38:32.350 ⇒ 00:38:40.340 Samuel Roberts: prompts you have that you do for, like, the to-dos or the whatever, like, that would be helpful, but I think we’ll probably get a pretty good sense of it from watching the meetings, too.

376 00:38:44.620 ⇒ 00:38:45.320 Uttam Kumaran: Okay.

377 00:38:45.320 ⇒ 00:38:45.750 Samuel Roberts: Alright.

378 00:38:45.750 ⇒ 00:38:48.160 Uttam Kumaran: So, I guess, what can I expect?

379 00:38:48.520 ⇒ 00:38:49.520 Uttam Kumaran: Today.

380 00:38:52.150 ⇒ 00:38:59.960 Samuel Roberts: Yeah, I would expect follow-up, probably some questions, hopefully some wireframes, and then… Maybe even a…

381 00:39:00.450 ⇒ 00:39:04.040 Casie Aviles: Can you use, like, magic patterns? Yeah, yeah.

382 00:39:05.810 ⇒ 00:39:09.660 Casie Aviles: Or, yeah, if that… if, yeah, if that’s the way we’re… we’re gonna go with it, because I think that’s…

383 00:39:09.800 ⇒ 00:39:11.000 Samuel Roberts: Probably the best.

384 00:39:11.580 ⇒ 00:39:17.040 Samuel Roberts: to try. But yeah, I would expect by this afternoon, Assuming we can get

385 00:39:17.670 ⇒ 00:39:21.130 Samuel Roberts: Together, which I think we can probably after the next stand-up.

386 00:39:22.650 ⇒ 00:39:29.020 Samuel Roberts: We’ll have… we’ll have questions, we’ll have ideas, we’ll be able to come to you and be like, does this make sense? Is this helpful?

387 00:39:29.230 ⇒ 00:39:36.940 Samuel Roberts: Do you see this being a tool that would be used, or just something else like that on the platform that wouldn’t be? And then we’ll work from there, and have something that we can start working on.

388 00:39:38.110 ⇒ 00:39:38.700 Uttam Kumaran: Okay.

389 00:39:40.270 ⇒ 00:39:41.100 Uttam Kumaran: Cool.

390 00:39:43.020 ⇒ 00:39:48.340 Uttam Kumaran: Alright, so I think this is kind of, like, the first objective, is see, like, what we can get out this week on this.

391 00:39:48.340 ⇒ 00:39:49.490 Samuel Roberts: Yeah.

392 00:39:49.490 ⇒ 00:39:55.279 Uttam Kumaran: So the… kind of the other, stuff we can maybe talk about is, like, any up… anything for ABC this week?

393 00:39:57.850 ⇒ 00:40:00.550 Casie Aviles: Yeah, so for ABC, I just have…

394 00:40:00.780 ⇒ 00:40:02.070 Uttam Kumaran: this…

395 00:40:03.070 ⇒ 00:40:08.330 Casie Aviles: like, messaging thing that… the scheduled messages that Andy has to send.

396 00:40:09.330 ⇒ 00:40:10.980 Uttam Kumaran: Yeah, so… Can we, like.

397 00:40:10.980 ⇒ 00:40:11.310 Casie Aviles: Yeah.

398 00:40:11.310 ⇒ 00:40:16.649 Uttam Kumaran: Can we test that, or, like, how do we… yeah, I would like to, like, test this before we start sending it to folks.

399 00:40:17.750 ⇒ 00:40:23.170 Casie Aviles: Yeah, I have, like, a workflow for that, and we could test it within our environment.

400 00:40:23.300 ⇒ 00:40:29.819 Casie Aviles: So, I think I will just need to… have, like.

401 00:40:29.990 ⇒ 00:40:33.089 Casie Aviles: a reviewed copy of what Andy should be sending.

402 00:40:33.540 ⇒ 00:40:41.719 Casie Aviles: And then for it to be live, I’m gonna go and send a message to Tim, because I’ll probably need, like, a service account.

403 00:40:42.680 ⇒ 00:40:45.869 Casie Aviles: For… for their side, so Andy will be sending it.

404 00:40:53.250 ⇒ 00:40:55.200 Uttam Kumaran: Oh yeah, I’m not following the Surface account.

405 00:40:56.450 ⇒ 00:40:58.629 Casie Aviles: Oh, it’s just so that…

406 00:40:58.740 ⇒ 00:41:06.680 Casie Aviles: the live… the Andy that is live, because it’s host… Andy is living in their own GCP, right? It’s… we have a separate, like.

407 00:41:07.400 ⇒ 00:41:09.420 Casie Aviles: Chat app within our own.

408 00:41:09.670 ⇒ 00:41:14.840 Casie Aviles: So… That’s where I’ll need the service account for.

409 00:41:15.270 ⇒ 00:41:18.729 Casie Aviles: So that the… Automation will work.

410 00:41:19.330 ⇒ 00:41:22.839 Casie Aviles: with the AND that is deployed in their environment.

411 00:41:23.310 ⇒ 00:41:24.620 Uttam Kumaran: So what do you need for that?

412 00:41:25.810 ⇒ 00:41:32.919 Casie Aviles: Yeah, just the service account for a Google project, that… where Andy is deployed under. I will… I can, like… yeah.

413 00:41:33.170 ⇒ 00:41:34.799 Uttam Kumaran: Yeah, but I guess where, like, who…

414 00:41:35.040 ⇒ 00:41:36.010 Samuel Roberts: Wait, yeah, was it…

415 00:41:36.010 ⇒ 00:41:38.509 Uttam Kumaran: Do you already have that, or don’t we already have that?

416 00:41:39.370 ⇒ 00:41:45.699 Casie Aviles: No, we just have it on… we just have our own service account for our own environment.

417 00:41:45.700 ⇒ 00:41:50.789 Samuel Roberts: Yeah, we have the stadium one, but wasn’t… wasn’t, what’s his name, the one that was deploying it for us? Is that something we can even get?

418 00:41:50.790 ⇒ 00:41:56.470 Casie Aviles: Yeah. Yeah, that… I was going to… I’m going to ask for that, if we… if they can provision us.

419 00:41:56.770 ⇒ 00:41:58.909 Samuel Roberts: Okay, cool. That’s what I was, yeah.

420 00:42:01.370 ⇒ 00:42:07.650 Samuel Roberts: So, he needs to provision a new service account for us to be able to send messages on the production Andy, is that correct?

421 00:42:07.650 ⇒ 00:42:08.580 Casie Aviles: Yes, yes.

422 00:42:08.580 ⇒ 00:42:09.580 Samuel Roberts: Got it. Okay.

423 00:42:10.170 ⇒ 00:42:15.140 Samuel Roberts: So, yeah, you can message him on Slack, probably. Is that… What is that again?

424 00:42:15.140 ⇒ 00:42:16.230 Casie Aviles: I will do that.

425 00:42:16.230 ⇒ 00:42:16.870 Samuel Roberts: Okay.

426 00:42:19.170 ⇒ 00:42:30.850 Uttam Kumaran: Okay, so then what’s, like, what’s our method of testing this? Like, I asked, like, I wanna… if we’re gonna send a message to folks daily, or, like, I really need to see, like, some organization around what we’re sending them.

427 00:42:31.350 ⇒ 00:42:32.960 Uttam Kumaran: When is it gonna go out?

428 00:42:33.130 ⇒ 00:42:36.719 Uttam Kumaran: We need to be able to test with, like, a couple people for a few days.

429 00:42:37.170 ⇒ 00:42:42.129 Uttam Kumaran: like, is there… are you… are you working with Amber on a plan for this, or, like, what’s the…

430 00:42:42.510 ⇒ 00:42:43.670 Uttam Kumaran: What do we think?

431 00:42:45.600 ⇒ 00:42:46.710 Casie Aviles: No, we don’t have…

432 00:42:47.160 ⇒ 00:42:55.130 Casie Aviles: What we’re… what I’m just planning to do is to just test Andy within our environment and have it reviewed internally.

433 00:42:57.830 ⇒ 00:42:59.040 Uttam Kumaran: But what does that mean?

434 00:43:01.660 ⇒ 00:43:04.069 Uttam Kumaran: Like, what does testing our environment mean? Like.

435 00:43:06.010 ⇒ 00:43:12.759 Casie Aviles: We have, like, we have our own GCP, right? So we have, like, our own chat app there that we can test.

436 00:43:13.360 ⇒ 00:43:15.510 Casie Aviles: So we… it just means, like.

437 00:43:15.960 ⇒ 00:43:18.329 Casie Aviles: I’m going to deploy it there, and then…

438 00:43:18.600 ⇒ 00:43:21.469 Casie Aviles: It’s within just our environment, and not…

439 00:43:21.470 ⇒ 00:43:25.360 Uttam Kumaran: But why not, like, why not test within them, because they have to deploy it?

440 00:43:27.430 ⇒ 00:43:30.139 Casie Aviles: Yeah, I’ll need the service account for that.

441 00:43:33.000 ⇒ 00:43:38.510 Uttam Kumaran: But don’t we already have a service account? I guess I’m not following, like, what… what do we… what were we… what are we missing?

442 00:43:39.620 ⇒ 00:43:44.609 Samuel Roberts: I think normally, and correct me if I’m wrong, Casey, but I think normally we send the stuff to Tim, and he…

443 00:43:44.970 ⇒ 00:43:48.719 Samuel Roberts: He puts it up into their… their production environment.

444 00:43:48.850 ⇒ 00:43:53.080 Samuel Roberts: And then it communicates with the N8N, but we’re not actually controlling that at this point.

445 00:43:53.080 ⇒ 00:43:54.510 Casie Aviles: Yeah, I think what…

446 00:43:54.870 ⇒ 00:44:02.439 Casie Aviles: what Tom is referring to is the Brainforge AI service account. Yeah, actually, I’ll take a look at that, and if I can get that.

447 00:44:02.440 ⇒ 00:44:03.330 Samuel Roberts: Oh, okay.

448 00:44:03.710 ⇒ 00:44:14.320 Uttam Kumaran: No, no, no, I guess I’m referring to the ABC thing, like… I guess I have two questions, like, so we’re not able to… we’re already sending messages from Andy, right? So, like, what more access do we need?

449 00:44:19.060 ⇒ 00:44:22.699 Uttam Kumaran: Like, Andy is already sending messages to people, right?

450 00:44:24.420 ⇒ 00:44:30.759 Casie Aviles: Yeah, that’s being handled by, like, the code that we sent to Tim.

451 00:44:31.220 ⇒ 00:44:37.400 Casie Aviles: But it’s not… it’s more like a transactional… You know, message where…

452 00:44:38.050 ⇒ 00:44:46.860 Casie Aviles: And they will only be able to send a message if someone sends a message first. It’s not like the other way around, where.

453 00:44:47.800 ⇒ 00:44:50.260 Samuel Roberts: Yeah, I don’t think Andy can initiate a message without…

454 00:44:50.260 ⇒ 00:44:51.070 Uttam Kumaran: That’s being respectful.

455 00:44:51.070 ⇒ 00:44:56.670 Samuel Roberts: And that code lives on their GCP that communicates with the N8N normally.

456 00:44:56.910 ⇒ 00:45:11.699 Samuel Roberts: So, like, when someone sends a message, it goes, triggers that code on GCP, triggers the NHN, then responds. I don’t think there’s a way right now until we can get this service account, it sounds like, to initiate a message from Andy. Is that correct, Casey?

457 00:45:12.030 ⇒ 00:45:19.929 Casie Aviles: Yes, yes. What I think I missed here is just to check the Brainforge service account, if I can get… if I can use that.

458 00:45:20.040 ⇒ 00:45:22.500 Casie Aviles: Then if I can’t, I’ll have to check that then.

459 00:45:22.790 ⇒ 00:45:25.619 Casie Aviles: And then if I can’t use that, that’s where I’ll ask them.

460 00:45:25.930 ⇒ 00:45:27.320 Casie Aviles: So I’ll do that today.

461 00:45:31.370 ⇒ 00:45:32.010 Uttam Kumaran: Okay.

462 00:45:37.240 ⇒ 00:45:46.750 Uttam Kumaran: Okay, yeah, I guess I’m… I still, like, I’m not 100% on, like, what needs to happen here, so I would like to see a plan, like, what… what are…

463 00:45:47.210 ⇒ 00:45:49.130 Uttam Kumaran: Where are we gonna test this?

464 00:45:49.320 ⇒ 00:45:52.329 Uttam Kumaran: do we need to use N8N still for this? Like…

465 00:45:52.540 ⇒ 00:45:54.900 Uttam Kumaran: We’re trying to push things to…

466 00:45:55.180 ⇒ 00:45:59.539 Uttam Kumaran: all code, so, like, why… can we use something else for this? Second…

467 00:46:00.040 ⇒ 00:46:10.240 Uttam Kumaran: like, yeah, due dates and, like, kind of, like, what is the estimation? Like, what are the messages that are gonna get sent and when? So I feel like there’s still a lot to do on this. So I’d like to see some type of…

468 00:46:10.500 ⇒ 00:46:11.649 Uttam Kumaran: playing here.

469 00:46:13.590 ⇒ 00:46:14.240 Uttam Kumaran: Yeah, kissing.

470 00:46:14.240 ⇒ 00:46:17.350 Samuel Roberts: What tickets are these for me pulling up?

471 00:46:20.290 ⇒ 00:46:26.989 Casie Aviles: It’s on linear, I’m just getting them… it’s just getting assigned to me when I check linear, so…

472 00:46:27.550 ⇒ 00:46:30.780 Samuel Roberts: Okay, so it’s your… your linear tickets on ABC?

473 00:46:31.890 ⇒ 00:46:34.630 Casie Aviles: Yes, I have one for a spike.

474 00:46:35.340 ⇒ 00:46:41.469 Casie Aviles: Which I proposed N8N for, and then we have… I have one where I have two.

475 00:46:42.540 ⇒ 00:46:46.720 Casie Aviles: Def, like, right, which messages get sent.

476 00:46:47.070 ⇒ 00:46:51.409 Casie Aviles: Where I have to confirm, like, what’s the copy for the messages that get sent.

477 00:46:51.740 ⇒ 00:46:57.060 Samuel Roberts: Oh, okay, I saw… Okay, alright, I’ll…

478 00:46:59.580 ⇒ 00:47:02.569 Samuel Roberts: I’ll take a look at those. I see Amber has some…

479 00:47:03.120 ⇒ 00:47:06.649 Samuel Roberts: post here on the Prepare First Set of Daily Angie Reminders.

480 00:47:07.510 ⇒ 00:47:08.389 Samuel Roberts: Is that…

481 00:47:10.080 ⇒ 00:47:11.300 Casie Aviles: Yes, yes, that’s…

482 00:47:11.300 ⇒ 00:47:12.560 Samuel Roberts: The one you’re talking about? Okay.

483 00:47:13.350 ⇒ 00:47:14.170 Samuel Roberts: Alright.

484 00:47:16.010 ⇒ 00:47:19.920 Uttam Kumaran: I believe this meeting link should be the same as the next stand-up.

485 00:47:20.510 ⇒ 00:47:22.479 Uttam Kumaran: Can someone double check? I just clicked.

486 00:47:22.480 ⇒ 00:47:23.460 Samuel Roberts: Don’t watch that.

487 00:47:23.620 ⇒ 00:47:26.870 Samuel Roberts: Yeah, what does it say here? 332…

488 00:47:27.270 ⇒ 00:47:28.960 Samuel Roberts: 332, it does look like it.

489 00:47:29.180 ⇒ 00:47:30.070 Uttam Kumaran: Okay, cool.

490 00:47:30.070 ⇒ 00:47:34.290 Samuel Roberts: I think, yeah, the password’s A, password…

491 00:47:36.120 ⇒ 00:47:38.389 Samuel Roberts: Oh, no, there it is, yeah. Yeah, it looked at the same link.

492 00:47:38.980 ⇒ 00:47:43.110 Samuel Roberts: 8416… Yeah, yeah, let me sit here.

493 00:47:45.820 ⇒ 00:47:53.430 Samuel Roberts: Okay, so I don’t, to be honest, have a ton of context on even what we’re doing with this Andy sending message thing. I saw that you tagged me in the spike, but I didn’t…

494 00:47:53.430 ⇒ 00:48:04.830 Uttam Kumaran: Yeah, I mean, beforehand. I mean, basically, we want Andy to send a message to the CSRs in the morning, being like, hey, I’m Andy, as a reminder, I can do these things.

495 00:48:04.830 ⇒ 00:48:05.469 Samuel Roberts: Got it.

496 00:48:06.030 ⇒ 00:48:15.690 Uttam Kumaran: Yeah, and… I told Amber, like, I think that’s gonna have a direct correlation with… usage.

497 00:48:20.820 ⇒ 00:48:22.000 Uttam Kumaran: Yeah, I think…

498 00:48:22.240 ⇒ 00:48:27.090 Samuel Roberts: Yeah, I’m just trying to see what other ones are here. Prepare for a set of daily Andy.

499 00:48:30.710 ⇒ 00:48:32.469 Samuel Roberts: We can ask Amber.

500 00:48:33.150 ⇒ 00:48:36.440 Amber Lin: Are we talking about ABC? I just came off of them.

501 00:48:36.700 ⇒ 00:48:37.980 Samuel Roberts: Oh, great, okay.

502 00:48:38.110 ⇒ 00:48:42.889 Amber Lin: Yeah, so… let’s see…

503 00:48:45.000 ⇒ 00:48:52.390 Amber Lin: We discussed tickets, we discussed migration to the Central Dock, because they’ve still been using

504 00:48:52.510 ⇒ 00:48:54.559 Amber Lin: Like, their own system.

505 00:48:54.820 ⇒ 00:48:57.739 Amber Lin: And… also, we talked about…

506 00:48:58.390 ⇒ 00:49:04.169 Amber Lin: the zip codes lawn, so I checked… KZ, I checked in with you on Slack of how that’s going.

507 00:49:04.610 ⇒ 00:49:06.689 Amber Lin: And then…

508 00:49:08.460 ⇒ 00:49:16.339 Amber Lin: They met with the trainers yesterday, so there are some issues that surfaced, so we’re gonna regroup and talk about that.

509 00:49:16.570 ⇒ 00:49:19.600 Amber Lin: So that’s more of a…

510 00:49:20.350 ⇒ 00:49:25.249 Amber Lin: Management, and how do we incentivize the usage from

511 00:49:25.910 ⇒ 00:49:32.080 Amber Lin: So, from a managerial perspective, so the trainers actually help us push forward the usage.

512 00:49:32.480 ⇒ 00:49:35.049 Amber Lin: Let’s see…

513 00:49:36.260 ⇒ 00:49:44.360 Amber Lin: Yeah, I will send in… I’ll send in a written update. We talked about a few things, and then I have a few tickets I want to check the progress on.

514 00:49:45.720 ⇒ 00:49:53.299 Uttam Kumaran: Well, okay, can we… yeah, let’s just wrap up ABC now, like, what else is there to check progress on? So we talked about… yeah, we talked about.

515 00:49:53.670 ⇒ 00:50:00.440 Amber Lin: So for… for Casey, I want to know, how are we at with adding long crews to the zip code?

516 00:50:01.200 ⇒ 00:50:08.880 Amber Lin: And where are we at with… The daily… sorry, the…

517 00:50:09.300 ⇒ 00:50:18.589 Amber Lin: daily reminders, I got, what they want to send, and who… they’ll send me who they want to send to, so I’ll move this to…

518 00:50:19.430 ⇒ 00:50:21.160 Amber Lin: I’m just blocked right now.

519 00:50:23.600 ⇒ 00:50:31.280 Amber Lin: And then today, so essentially today, what Casey can work on is adding long crews and the loading indicator, so these two tickets.

520 00:50:33.640 ⇒ 00:50:37.770 Casie Aviles: Okay, what about the… The sending messages thing,

521 00:50:38.230 ⇒ 00:50:40.699 Casie Aviles: That was what I was working on prior to.

522 00:50:40.700 ⇒ 00:50:42.180 Amber Lin: Gotcha.

523 00:50:42.180 ⇒ 00:50:42.940 Casie Aviles: gets…

524 00:50:43.120 ⇒ 00:50:54.989 Amber Lin: Yeah, I… because I need to get the set of what we need to send, and who to send to. Is there anything else on your end that you’re preparing other than that? I thought we did the testing last week.

525 00:50:55.960 ⇒ 00:51:02.459 Casie Aviles: Yeah, yeah, we did the… we did do the test, and we have, like, a sample any 10 workflow for that, a POC.

526 00:51:04.160 ⇒ 00:51:05.410 Uttam Kumaran: But that’s for what?

527 00:51:06.870 ⇒ 00:51:09.039 Amber Lin: So the daily set any reminders that we want.

528 00:51:09.040 ⇒ 00:51:13.970 Uttam Kumaran: But we just talked about it, Casey, that it can’t… it can’t… it’s not possible, you need a bunch of more stuff.

529 00:51:14.230 ⇒ 00:51:14.730 Amber Lin: Oh!

530 00:51:14.730 ⇒ 00:51:15.330 Casie Aviles: Yeah.

531 00:51:15.330 ⇒ 00:51:17.930 Samuel Roberts: That was the staging, the testing on our own, is that correct?

532 00:51:18.690 ⇒ 00:51:19.680 Amber Lin: Oh…

533 00:51:19.680 ⇒ 00:51:24.629 Uttam Kumaran: This is what I’m… so this is what I’m really not following. I know that last week we tested this.

534 00:51:24.860 ⇒ 00:51:40.320 Uttam Kumaran: And then Casey just told me that, like, we can’t do it without some more service accounts and stuff like that. So, I don’t want to spend more time. We just spent, like, another 10 minutes on this, so I’ll just leave it to you, Amber and Casey, to figure out, but I just want to see a plan around this.

535 00:51:40.320 ⇒ 00:51:40.820 Amber Lin: Yeah, really.

536 00:51:40.820 ⇒ 00:51:44.849 Uttam Kumaran: don’t want happening is we’re sending garbage to CSRs every day.

537 00:51:45.060 ⇒ 00:52:00.389 Uttam Kumaran: And that this spazzes out and starts DMing the entire company. So we… I want to be very, very careful. This is not something that we should release, like, without extensive testing. So please, if I get a plan on, like, where is this right now, what are the next steps?

538 00:52:00.480 ⇒ 00:52:07.940 Uttam Kumaran: when can we test? And then ideally, Amber, what I would like you to do is just test with a subset of people, and prove that it does

539 00:52:08.870 ⇒ 00:52:10.060 Uttam Kumaran: improve usage.

540 00:52:10.060 ⇒ 00:52:15.940 Amber Lin: I confirmed that with, Janice and Yeva today, so they’re on board, and they’re gonna give me this subset of people.

541 00:52:16.330 ⇒ 00:52:18.210 Uttam Kumaran: Okay, great. Okay, perfect. Okay, cool.

542 00:52:19.330 ⇒ 00:52:19.780 Uttam Kumaran: And lastly.

543 00:52:19.780 ⇒ 00:52:26.730 Amber Lin: Sam, I want to know how I can combine the documents into one. I have a spike ticket for you, if you want to look at it.

544 00:52:26.730 ⇒ 00:52:27.530 Samuel Roberts: Okay.

545 00:52:27.760 ⇒ 00:52:30.290 Samuel Roberts: Pull that out.

546 00:52:31.420 ⇒ 00:52:35.949 Amber Lin: Great, that’s, that’s the main things, and I have some tickets, but we can skip that for.

547 00:52:35.950 ⇒ 00:52:36.700 Mustafa Raja: Who knows?

548 00:52:37.240 ⇒ 00:52:51.030 Mustafa Raja: So, regarding that spike, the… all of the documents are, are in same, embedding table. They just, have different Google Docs.

549 00:52:55.350 ⇒ 00:52:57.700 Uttam Kumaran: Okay, we gotta move out, I guess.

550 00:52:57.700 ⇒ 00:53:00.170 Samuel Roberts: Yeah, let’s connect later about this. Yeah.

551 00:53:00.170 ⇒ 00:53:00.660 Uttam Kumaran: Okay, okay.

552 00:53:00.660 ⇒ 00:53:02.039 Amber Lin: Grab a time with y’all.

553 00:53:02.100 ⇒ 00:53:13.180 Uttam Kumaran: Okay, let’s talk about, Eden. I guess, Robert, anything… Robert and Amber, like, anything to talk about today? Zoran, I saw your update, so…

554 00:53:13.180 ⇒ 00:53:15.089 Robert Tseng: Yeah. Robert, yeah, go.

555 00:53:15.300 ⇒ 00:53:19.979 Robert Tseng: Demolade, I just wanna… you sent… you finished the recon… the recon work, so…

556 00:53:20.210 ⇒ 00:53:26.249 Robert Tseng: I’m reading through your ticket, so you’re basically saying that, yeah, we don’t… like, we don’t have…

557 00:53:26.660 ⇒ 00:53:29.890 Robert Tseng: Transactions for these orders, so…

558 00:53:30.050 ⇒ 00:53:47.770 Robert Tseng: I mean, I think this is where we have to go and tell them, like, what… like, why there are no transactions, right? This was the list that the offer is billing us for, and we’re going back and telling them most of these are not real orders that you should be getting paid, so we’re gonna have to have a back and forth.

559 00:53:48.070 ⇒ 00:54:00.640 Robert Tseng: I know you told me you suspect the offer will push back. Well, like, I mean, I know that. That’s why I… that’s why I brought it to you. So, I think… I don’t really think this is really, ready for me to go back to them with.

560 00:54:01.210 ⇒ 00:54:02.099 Robert Tseng: Good answer.

561 00:54:02.100 ⇒ 00:54:09.139 Uttam Kumaran: What… what else is, like, what else, we… what else do we need here that’s, like, not in these CSVs, I guess?

562 00:54:11.590 ⇒ 00:54:13.449 Robert Tseng: Well, just like the explanation.

563 00:54:13.940 ⇒ 00:54:15.020 Robert Tseng: Like, why?

564 00:54:15.850 ⇒ 00:54:24.159 Demilade Agboola: Yeah, so… because it would be hard to figure out, I mean, I could go through Basque’s transactions webhook specifically, that would be the next step.

565 00:54:24.500 ⇒ 00:54:41.379 Demilade Agboola: So just trying to figure out if they exist at all. Were they canceled transactions? Were they, like, replacement… like, just trying to figure out what’s going on with that aspect of it. But for the preliminary analysis, yeah, there just don’t… there just doesn’t seem to be any transactions for these specific ones.

566 00:54:41.630 ⇒ 00:54:42.970 Demilade Agboola: In particular.

567 00:54:47.480 ⇒ 00:54:59.060 Robert Tseng: Yeah, I mean, I don’t think we have to guess, like, we know what the reasons are. I’ve worked with you on this before, right? Like, a single transaction can have multiple orders, because you’re paying the… a 6-month plan in full up front, so…

568 00:54:59.450 ⇒ 00:55:14.250 Robert Tseng: some of these orders, if we can map them to other orders that have a transaction, because they’re part of the same treatment, then that shows that this was order number 3 on a particular treatment. Like, that to me is, like, an explanation for, like, why these orders don’t have transactions, so…

569 00:55:14.260 ⇒ 00:55:21.679 Robert Tseng: you know, it’s not so much like we have to explain every… I just need some of… I just need some of that, otherwise this is just like…

570 00:55:21.680 ⇒ 00:55:26.349 Demilade Agboola: So, if you open the cheap, if you open any of the CSVs, like, the first two in particular.

571 00:55:27.430 ⇒ 00:55:34.599 Demilade Agboola: what I… especially… actually, the first one in particular, what I did was… Basque basically gives you a list of

572 00:55:35.220 ⇒ 00:55:37.729 Demilade Agboola: The offer that they saw.

573 00:55:37.980 ⇒ 00:55:40.589 Demilade Agboola: The transaction that that initiated.

574 00:55:41.510 ⇒ 00:55:44.559 Demilade Agboola: that transaction, and I looked through our database.

575 00:55:44.690 ⇒ 00:55:50.679 Demilade Agboola: of transactions and orders that it maps to. A lot of them actually do map to orders.

576 00:55:51.330 ⇒ 00:56:02.250 Demilade Agboola: But then there are some that do not map. Actually, a bunch, actually, a lot of them that do not map. Like, a couple hundred, like, maybe 400, that do not map to any transaction at all in our database, but

577 00:56:03.220 ⇒ 00:56:14.829 Demilade Agboola: the offer is saying that these are the transactions that he… like, these are the transactions that it maps to. So that’s the disparity. So they’re pointing to transactions that are saying that, like, these transactions occurred.

578 00:56:15.370 ⇒ 00:56:21.150 Demilade Agboola: because of us, and I can’t find any of those transactions in our database at all. So it’s not really.

579 00:56:21.150 ⇒ 00:56:21.770 Robert Tseng: Okay.

580 00:56:22.070 ⇒ 00:56:22.640 Demilade Agboola: It’s.

581 00:56:22.640 ⇒ 00:56:30.569 Robert Tseng: Got it. So this is… okay, this is more just, like, these transactions don’t even exist. It’s not orders that have no transactions. Okay, sorry, I misread that then.

582 00:56:31.320 ⇒ 00:56:36.730 Robert Tseng: Okay, well then, that’s… I can work with that.

583 00:56:38.390 ⇒ 00:56:39.810 Uttam Kumaran: Yay!

584 00:56:43.450 ⇒ 00:56:51.939 Robert Tseng: I guess it’s only 400, though, so that’s, you know, 400 out of, 4,000 is not great. That means we’re only gonna claw back 10%. Is that what you’re… is that what we’re…

585 00:56:52.250 ⇒ 00:56:57.280 Demilade Agboola: Yeah, because it was about, like, 200K, 206K, I can’t remember the exact amount.

586 00:56:57.740 ⇒ 00:57:00.409 Demilade Agboola: I put that in the second sheet, but, like…

587 00:57:00.730 ⇒ 00:57:01.360 Robert Tseng: Okay.

588 00:57:03.040 ⇒ 00:57:10.819 Robert Tseng: Yeah, I’m sorry, I didn’t get those takeaways from reading your comments, so either, like, I mean, I don’t know, so…

589 00:57:10.820 ⇒ 00:57:13.130 Uttam Kumaran: Yeah, what would have been helpful in the future, like a loom?

590 00:57:13.560 ⇒ 00:57:22.730 Robert Tseng: Yeah, Loom would probably be helpful, but, like, I don’t think that’s… that’s not what the words are telling me, so… it’s like, I feel like I heard two separate things, that’s fine, whatever.

591 00:57:23.160 ⇒ 00:57:32.600 Uttam Kumaran: No, let’s get to the bottom of it. I mean, yeah, I feel like if a loom… if a loom was more important here, and then that, like, maybe that… that’s… that’s what we start to do for things like this, Demolade.

592 00:57:33.190 ⇒ 00:57:34.550 Demilade Agboola: Okay, sounds good.

593 00:57:34.770 ⇒ 00:57:47.459 Uttam Kumaran: Yeah, because it’ll just… it’ll just save, like, even… even if it saves an hour back and forth, or 10 minutes in the stand-up, that’d be good. So, I think one thing that I can start to do is… we’ll just push for more loom, and then, Robert, if you’re seeing this.

594 00:57:47.670 ⇒ 00:57:52.120 Uttam Kumaran: and you’re like, I don’t understand, send me a loom, I would just… just rip the message, yeah.

595 00:57:52.210 ⇒ 00:57:52.710 Robert Tseng: Okay, sure.

596 00:57:52.710 ⇒ 00:57:54.150 Uttam Kumaran: I can start to remind. Okay, cool.

597 00:57:54.150 ⇒ 00:57:54.800 Robert Tseng: Okay.

598 00:57:54.990 ⇒ 00:57:58.050 Uttam Kumaran: I think similarly across analysis and things like that, like.

599 00:57:58.190 ⇒ 00:58:04.780 Uttam Kumaran: maybe we start pushing for looms. I haven’t been doing a good job at saying that more often in these stand-ups, but, like, we can start to do more of that.

600 00:58:05.150 ⇒ 00:58:05.760 Robert Tseng: Yeah.

601 00:58:06.170 ⇒ 00:58:09.780 Uttam Kumaran: Okay, cool. What else on… on Eden?

602 00:58:12.190 ⇒ 00:58:13.610 Robert Tseng: Is Ron on this call?

603 00:58:13.610 ⇒ 00:58:14.140 Uttam Kumaran: Yes.

604 00:58:14.140 ⇒ 00:58:14.640 Zoran Selinger: on here.

605 00:58:14.640 ⇒ 00:58:33.649 Robert Tseng: Okay, great. Well, yeah, I mean, I guess, I don’t know what your new normal looks like, maybe it just feels the same, but I’m kind of a little bit anxious about, you know, after our conversation yesterday, if they’re going to directly more, you got pulled into a bunch of meetings. I know we’re still talking to a couple vendors, we’re going to make the decision on the Northbeam thing.

606 00:58:33.710 ⇒ 00:58:49.950 Robert Tseng: So I’m still talking to Attribution App tomorrow. I guess… I’m assuming the takeaway will be similar to Zoraon’s conversation with Triple Whale, and we’re still going to be, like, stick with Northbee. That’s… I mean, we’ll finalize that by the end of the week, but that’s, what I think is gonna happen.

607 00:58:50.130 ⇒ 00:58:57.140 Zoran Selinger: Yeah, I’m also looking forward to it. We have a 20-minute conversation tomorrow with Wicked,

608 00:58:57.540 ⇒ 00:59:05.869 Zoran Selinger: I don’t know. It seems like all of those will pretty much be the same product, apart from the modeling on the back end.

609 00:59:06.260 ⇒ 00:59:24.130 Zoran Selinger: you know, the identity resolution will be different a little bit. That’s all proprietary, so we don’t really get, and that’s not really that important. The only… really, the important thing is the… how… how the, like, the server-to-server ingestion versus…

610 00:59:24.210 ⇒ 00:59:30.799 Zoran Selinger: kind of works in combination with the pixel and how it’s loaded and all of that.

611 00:59:31.130 ⇒ 00:59:36.990 Zoran Selinger: But looks like it’s gonna be pretty much… everything’s gonna be pretty much the same.

612 00:59:37.110 ⇒ 00:59:42.050 Zoran Selinger: So, we’ll see. I’ll have more for you tomorrow after the meeting.

613 00:59:42.350 ⇒ 00:59:43.140 Robert Tseng: Okay.

614 00:59:43.140 ⇒ 00:59:43.560 Zoran Selinger: Yep.

615 00:59:43.560 ⇒ 00:59:50.169 Robert Tseng: And then Henry’s tickets are paused today, because he’s not in office, so we’re still stuck on attribution, stashing, stitching, and refund, so…

616 00:59:50.620 ⇒ 00:59:51.180 Robert Tseng: Okay.

617 00:59:51.180 ⇒ 00:59:51.750 Uttam Kumaran: Okay.

618 00:59:55.760 ⇒ 01:00:01.909 Uttam Kumaran: And then, Demolati, you del… I thought you delivered something on refund yesterday, or it got moved back, right?

619 01:00:05.520 ⇒ 01:00:10.760 Demilade Agboola: Yeah, it got moved back, but, like, I’m almost there, so it should be done within the next hour or two.

620 01:00:13.180 ⇒ 01:00:13.790 Uttam Kumaran: Okay.

621 01:00:14.430 ⇒ 01:00:16.100 Uttam Kumaran: And then, yeah, I feel like…

622 01:00:16.350 ⇒ 01:00:19.539 Uttam Kumaran: If anything, for the rest of the week, it’d be great to just…

623 01:00:19.830 ⇒ 01:00:24.450 Uttam Kumaran: make sure that our metaplane is all, like, set up, but I know me, you, and Awage are talking about that, so…

624 01:00:24.790 ⇒ 01:00:28.130 Uttam Kumaran: Okay, cool. Ellie, anything?

625 01:00:29.050 ⇒ 01:00:34.790 Robert Tseng: I’m gonna talk to Allison later today. I haven’t looked at the deck, I need to do that today, so…

626 01:00:35.200 ⇒ 01:00:47.119 Robert Tseng: Yeah, I’ll just look at it and make some tweaks, and we’ll see. It’s just… yeah, I… I think what’s… context I’m missing is really just the call that you guys had with their tech guys. Like, I know you said it wasn’t that helpful, but…

627 01:00:47.270 ⇒ 01:00:50.590 Robert Tseng: I kind of want to be able to give her, like, a…

628 01:00:51.650 ⇒ 01:01:03.550 Robert Tseng: this is what we talked to them about, these are the blockers, like, we’re actually working, like, we’d be able to, you know, like, we can just… I’m sure she’s not talking to those guys either, so it’s kind of like, we’re just telling her the situation, yeah.

629 01:01:03.550 ⇒ 01:01:06.350 Uttam Kumaran: Do you want me to put it in the deck, or I’ll just… I can give it to you?

630 01:01:06.350 ⇒ 01:01:10.080 Robert Tseng: You can just Slack to me, I’ll make… I’ll just make the changes, yeah.

631 01:01:10.080 ⇒ 01:01:10.940 Uttam Kumaran: Okay.

632 01:01:10.940 ⇒ 01:01:11.570 Robert Tseng: Yeah.

633 01:01:12.080 ⇒ 01:01:12.890 Robert Tseng: Bye.

634 01:01:14.400 ⇒ 01:01:15.180 Uttam Kumaran: Okay.

635 01:01:15.290 ⇒ 01:01:16.679 Uttam Kumaran: I can do that, yeah.

636 01:01:18.200 ⇒ 01:01:27.630 Uttam Kumaran: Cool. Let’s talk… so… is Oasis on… oh, Oasis in the catalyst one, okay, so I’ll… I’ll catch up with…

637 01:01:27.840 ⇒ 01:01:34.249 Uttam Kumaran: Awash on Hype. So, a couple things. We… for Hype, we’re doing, work in this, like…

638 01:01:34.450 ⇒ 01:01:40.320 Uttam Kumaran: In this, like, mermaid diagram, software, which I…

639 01:01:40.590 ⇒ 01:01:45.219 Uttam Kumaran: immediately, like, WTF, so I’m gonna move this to something

640 01:01:45.540 ⇒ 01:01:48.170 Uttam Kumaran: that is, like, easier to adjust, like, I don’t.

641 01:01:48.170 ⇒ 01:01:49.259 Robert Tseng: They made this?

642 01:01:49.500 ⇒ 01:01:57.420 Uttam Kumaran: No, we made this, but Mermaid Diagram is just, like, a markdown… it’s like a code style… diagramming language.

643 01:01:57.550 ⇒ 01:02:07.550 Uttam Kumaran: So what I’m gonna do is I’m gonna move this to our repo, see how we can visualize it, because I also, like, it’s really… there’s just a ton of flow changes.

644 01:02:07.550 ⇒ 01:02:12.399 Robert Tseng: And it’s very manual, so ideally, we’re going to use AI to kind of help us augment some of these.

645 01:02:13.690 ⇒ 01:02:17.880 Robert Tseng: Didn’t even know they had, mark down diagrams.

646 01:02:18.290 ⇒ 01:02:26.930 Uttam Kumaran: Yeah, so you can do, like, mer… you could do, like, mermaid diagrams, where basically you can indicate, like, this is a graph, and then here’s the direction of the arrows, and like…

647 01:02:27.450 ⇒ 01:02:30.349 Uttam Kumaran: Indicate, like, shapes, and it’s, like, a very…

648 01:02:31.020 ⇒ 01:02:40.729 Uttam Kumaran: It’s like a… it’s a very old-school technology that is, like, becoming more relevant now, because it’s one of the few diagramming languages that is, like, universal as code.

649 01:02:41.090 ⇒ 01:02:42.549 Robert Tseng: Oh, did not know.

650 01:02:42.550 ⇒ 01:02:49.670 Uttam Kumaran: Similar to why Markdown is becoming important, right? Because it’s, like, the only structured formatting language.

651 01:02:49.670 ⇒ 01:02:50.939 Robert Tseng: Right, right, okay.

652 01:02:51.300 ⇒ 01:02:51.980 Uttam Kumaran: code.

653 01:02:52.250 ⇒ 01:03:05.019 Uttam Kumaran: And yeah, I mean, I don’t want to do this. Like, there’s just so many changes that I’m, like, kind of don’t want to do it in Figma, and they haven’t released a FigJam, like, MCP, so I want to do this, but I’m like, I don’t want to do this in whatever tool this is, so…

654 01:03:06.490 ⇒ 01:03:25.419 Uttam Kumaran: So yeah, okay, that’s that. Let’s talk about, insomnia. So, we… I wanna… I wanna get an update to them today, so I’ll, like, I’ll just preface with… with that a couple things. One is we worked on,

655 01:03:26.090 ⇒ 01:03:32.080 Uttam Kumaran: basically a V… like, an existing architecture for what exists right now for the

656 01:03:32.690 ⇒ 01:03:46.499 Uttam Kumaran: daily reports, sort of, like, what a simple… or, like, what a, like, a must-have V2 it would be, and then what, like, an ideal state V3 is. As you can tell, ideal state V3 is a lot nicer looking and much simpler.

657 01:03:46.550 ⇒ 01:03:52.919 Uttam Kumaran: This is a kind of probably a ways away, but… but what you’re seeing in front of you, Robert, is this is our DE, like, kind of roadmap.

658 01:03:53.140 ⇒ 01:03:53.800 Uttam Kumaran: So…

659 01:03:53.800 ⇒ 01:03:54.510 Robert Tseng: Great.

660 01:03:54.510 ⇒ 01:04:07.960 Uttam Kumaran: I want to send a message basically outlining some of this to them, but, like, I don’t know, like, what… how do you think… we were to talk about this, like, how do you think you want to present this, or do you want to present this, or do you want to just, like.

661 01:04:08.360 ⇒ 01:04:23.760 Uttam Kumaran: to tell you, if you don’t… if we don’t get bandwidth for this, then I’m gonna just keep chipping at small things, because it’s gonna affect all of our work if we don’t get even a couple of these done. Like, the tax is very high on analysis and data accuracy.

662 01:04:24.580 ⇒ 01:04:30.109 Uttam Kumaran: Ideally, we get to here, but, like, we’re gonna need more budget to be able to do this, you know?

663 01:04:31.220 ⇒ 01:04:38.069 Robert Tseng: Okay, yeah, I mean, I don’t know, like, I don’t… I don’t feel like we’re in a position to ask for more budget yet.

664 01:04:38.070 ⇒ 01:04:38.490 Uttam Kumaran: Okay.

665 01:04:38.490 ⇒ 01:04:39.930 Robert Tseng: I think.

666 01:04:41.470 ⇒ 01:04:42.100 Uttam Kumaran: Okay.

667 01:04:42.100 ⇒ 01:04:50.710 Robert Tseng: Yeah, we should tell them, like, what we’re doing, sure. I think, yeah, I mean, the message I sent earlier in the week was basically.

668 01:04:51.030 ⇒ 01:05:02.419 Robert Tseng: look, Braze data is all off, and we are fixing it by connecting to this and that. So, I was just on an hour and a half call with them and Braze, like, having their onsite today. I didn’t end up going…

669 01:05:02.500 ⇒ 01:05:20.469 Robert Tseng: But, like, yeah, so I was, like, basically facilitating this conversation between the both sides, like, telling them, like, where we’re stuck on in Braze and whatever. So, like, that’s their perception. They think that we’re… we’re… we’re, we’ve got currents, or we’re working on getting currents hooked up, and then…

670 01:05:21.510 ⇒ 01:05:29.529 Robert Tseng: Yeah, I think, like, the expectation is still that by the next… by next week, we will not be over-reporting.

671 01:05:29.740 ⇒ 01:05:32.559 Robert Tseng: conversions by, like, 2X or whatever, yeah.

672 01:05:32.560 ⇒ 01:05:40.779 Uttam Kumaran: Okay. I’m gonna always try to piggyback on our wins with, like… and we also fixed this thing, because it’s so painful doing some of this right now.

673 01:05:41.340 ⇒ 01:05:47.590 Uttam Kumaran: So, yeah, I mean, basically what I’m hopeful for on our side is that we chip away at some of the infra.

674 01:05:47.850 ⇒ 01:05:54.849 Uttam Kumaran: I’ll win over… try to win over other Robert, and then when you go for budget, I’ll… we can give you, like, enough…

675 01:05:55.470 ⇒ 01:05:59.769 Uttam Kumaran: What the pitch is here, and then you can ask, and, like, kind of clearly where it would affect.

676 01:05:59.950 ⇒ 01:06:07.319 Uttam Kumaran: Basically, no one’s articulated to them yet how painful this is and why this is affecting everything, so we have to… we will have to do that first.

677 01:06:07.550 ⇒ 01:06:08.620 Robert Tseng: Yeah.

678 01:06:09.720 ⇒ 01:06:15.160 Uttam Kumaran: Okay, cool. And then, Amber, you completed a bunch of work yesterday, right?

679 01:06:15.600 ⇒ 01:06:20.909 Amber Lin: Can I… Can I ask about the current stuff first?

680 01:06:22.530 ⇒ 01:06:25.680 Amber Lin: Because if it’s done, I can do my other analysis.

681 01:06:26.830 ⇒ 01:06:31.669 Uttam Kumaran: Sure, well, I guess, like, I just want to make sure that whatever tickets are on your plate are, like…

682 01:06:31.670 ⇒ 01:06:32.990 Amber Lin: Oh, I see, sorry.

683 01:06:32.990 ⇒ 01:06:35.990 Uttam Kumaran: Basically, two things, like, I want to talk about currents and, like.

684 01:06:36.150 ⇒ 01:06:38.499 Uttam Kumaran: We wanted to have a discussion on, like.

685 01:06:39.180 ⇒ 01:06:43.409 Uttam Kumaran: If that’s good to go, and then second is your analysis. Yeah.

686 01:06:47.070 ⇒ 01:07:06.050 Amber Lin: On my side, Robert, I have a draft outline of what I found for the campaign portfolio analysis. I just want to go ahead, and then I can polish it, or if you tell me that, hey, this is not enough, not that I can go back and fix that. And then once we have currents, I will do the,

687 01:07:06.410 ⇒ 01:07:08.639 Amber Lin: percentage campaign by X day.

688 01:07:10.430 ⇒ 01:07:11.160 Robert Tseng: Okay.

689 01:07:18.070 ⇒ 01:07:19.550 Uttam Kumaran: Anything… yeah.

690 01:07:19.550 ⇒ 01:07:20.029 Samuel Roberts: Yeah, so…

691 01:07:20.030 ⇒ 01:07:21.120 Uttam Kumaran: there? Yeah.

692 01:07:21.120 ⇒ 01:07:28.830 Samuel Roberts: So, for currents, it… I ran… I set up a test one, it only drops 10,000 events in. I don’t know, it’s in S3, I don’t know what happened from there.

693 01:07:30.010 ⇒ 01:07:30.790 Samuel Roberts: Oh.

694 01:07:31.060 ⇒ 01:07:31.730 Samuel Roberts: I don’t know about.

695 01:07:31.730 ⇒ 01:07:37.530 Uttam Kumaran: Yeah, so we looked at it. I guess, Amber, like, do you feel… like, is there anything else to discuss there? Like, I forgot what we talked about.

696 01:07:37.530 ⇒ 01:07:46.969 Amber Lin: Yes, so for currents, I checked the data, there’s, I think setting up currents tests only lets us do the events data, so there’s…

697 01:07:47.280 ⇒ 01:07:54.900 Amber Lin: no user-related data. Remember, for example, the segment export that we did had the user

698 01:07:55.030 ⇒ 01:07:59.839 Amber Lin: Segments, their geography, when they join, their loyalty points, etc.

699 01:07:59.840 ⇒ 01:08:04.690 Robert Tseng: Races are available, you need two streams. Currents is just an event stream.

700 01:08:04.690 ⇒ 01:08:05.070 Amber Lin: Yeah.

701 01:08:05.070 ⇒ 01:08:08.609 Robert Tseng: And it doesn’t give you retro, it only gives you real time, so…

702 01:08:08.610 ⇒ 01:08:10.340 Amber Lin: Gotcha, okay, then that’s all currency.

703 01:08:10.340 ⇒ 01:08:14.419 Robert Tseng: patch our retro data with just that. We have to basically tell them.

704 01:08:14.500 ⇒ 01:08:34.099 Robert Tseng: This is the exact format we need. We need to email the Braze team, tell them to pull a Snowflake query on the historical data with the fields that we’re getting, and then we will be able to fix the data. So, I mean, I guess, like, to me, the highest priority is still… CEO’s gonna be on the call on Monday, I’m gonna end up telling him, hey, another two weeks has passed, and we haven’t

705 01:08:34.420 ⇒ 01:08:43.080 Robert Tseng: fixed the historical conversion data, like, that he… that’s not gonna be a good look. Like, that’s the… that’s the only thing he’s gonna care about, because that’s what he brought up, like, last week.

706 01:08:45.830 ⇒ 01:08:50.390 Samuel Roberts: So, today, like, we can get all the… we can get this going, so… Gotcha.

707 01:08:50.399 ⇒ 01:08:55.699 Uttam Kumaran: Should I flip that from testing into fold, so it’s just dropping everything? Yeah, I would just set… yeah, I would just send everything.

708 01:08:55.700 ⇒ 01:09:01.839 Robert Tseng: Yeah, but then we have to model into what we want to… how we want it, right? I mean, I’ve been…

709 01:09:02.130 ⇒ 01:09:09.600 Robert Tseng: I have to go… we have to go and get that query from them, because they won’t… they won’t let you pull historical. You’re only going to be able to get the stream moving forward from today.

710 01:09:10.029 ⇒ 01:09:13.329 Uttam Kumaran: So, do we have a contact, or, like, what do we need to get to you.

711 01:09:13.330 ⇒ 01:09:20.520 Robert Tseng: Yeah, I have… I have the contacts. I was just talking to all the Brace folks, so, like, I… they know that that’s… I… I did tell them when they…

712 01:09:20.680 ⇒ 01:09:26.790 Robert Tseng: shared that constraint that, like, I will tell you what you need to query, and you just send it to me. And they’re like.

713 01:09:26.790 ⇒ 01:09:27.920 Uttam Kumaran: So then, to…

714 01:09:27.920 ⇒ 01:09:31.019 Demilade Agboola: So then, Demolade, can you take that today?

715 01:09:31.250 ⇒ 01:09:34.769 Uttam Kumaran: Like, we need to just basically layer on a simple dbt

716 01:09:35.330 ⇒ 01:09:53.640 Uttam Kumaran: kind of like what we talked about yesterday, we just need to start modeling, and so for insomnia, basically, we need to know what to ask them. Honestly, it’s kind of similar to, like, the stuff we’re doing on Urban STEM, so we’ll start modeling this forward, and then we just need to ask them, like, what we need to backfill the past, and for them to deliver that.

717 01:09:53.649 ⇒ 01:09:54.249 Robert Tseng: Yep.

718 01:09:54.500 ⇒ 01:10:03.209 Demilade Agboola: Oh, okay, gotcha. When do we… sorry, sorry, go ahead. For the, backfilled data.

719 01:10:03.920 ⇒ 01:10:21.430 Robert Tseng: It’s just campaign, so marketing performance tracker. We don’t really need to backfill segments or whatever, like, we’ll just make sure that when we’re talking about campaign performance, like, the numbers are… yeah, like, that… I think it should be, like, 5 fields, or whatever the current tracker has.

720 01:10:21.940 ⇒ 01:10:28.060 Demilade Agboola: Okay, and also, is there… I’ll probably have to, like, get it from the clients, but maybe I’ll send you the schema that we want.

721 01:10:28.060 ⇒ 01:10:28.780 Uttam Kumaran: Yes.

722 01:10:29.220 ⇒ 01:10:30.900 Robert Tseng: Yeah, yeah, yeah, okay.

723 01:10:31.040 ⇒ 01:10:31.700 Demilade Agboola: Alright, Ben.

724 01:10:32.100 ⇒ 01:10:37.790 Uttam Kumaran: So let’s throw… throw it all into a notion, Demolade, because then what… Robert can just share that with the Braze folks.

725 01:10:38.030 ⇒ 01:10:41.419 Uttam Kumaran: That’ll be easiest, versus, like, throwing it all in an email.

726 01:10:42.160 ⇒ 01:10:50.250 Uttam Kumaran: Okay. So I think it’s clear, like, this is where, like, I’m a little bit out of the loop on, like, what the data currently looks like, but if we can initialize dbt.

727 01:10:50.480 ⇒ 01:11:07.340 Uttam Kumaran: And Damala, I sent an article yesterday about how we can do it, so I’ll create… I can create your repo, we can go ahead and do that. As long as we’re able to just create a few models, and then we’re able to sort of support analysis, then we can send a request today for a backfill.

728 01:11:11.150 ⇒ 01:11:11.740 Uttam Kumaran: Great.

729 01:11:11.740 ⇒ 01:11:12.710 Demilade Agboola: Sounds good.

730 01:11:12.940 ⇒ 01:11:15.810 Amber Lin: And I’m also saying, send request.

731 01:11:16.020 ⇒ 01:11:16.800 Amber Lin: Dang.

732 01:11:17.030 ⇒ 01:11:18.789 Amber Lin: Yeah. So this is pretty urgent.

733 01:11:20.430 ⇒ 01:11:20.830 Uttam Kumaran: Yeah.

734 01:11:20.830 ⇒ 01:11:32.950 Samuel Roberts: For some reason, it’s not letting me upgrade, I’m just gonna have to make a new one, I think, which I don’t think makes a huge difference, but hopefully that’ll work, because it says there’s zero of one current integrations created, but then when I go to update it, it says we’re already at the limit.

735 01:11:33.040 ⇒ 01:11:41.840 Samuel Roberts: So… That’s fine. Yeah, if it doesn’t work, I’ll let you guys know, and we’ll figure out if it’s something with Braze, we have to let them know, but I’m just gonna recreate it completely.

736 01:11:42.690 ⇒ 01:11:44.049 Samuel Roberts: I’ll start jumping data in.

737 01:11:44.530 ⇒ 01:11:50.899 Robert Tseng: If there’s already one active, that means it must be going into their S3 bucket that they set up somewhere, so…

738 01:11:51.160 ⇒ 01:11:57.089 Samuel Roberts: I don’t see anything… this is the only current integration that I even see here, and it says 0 of 1 created, even though it’s the.

739 01:11:57.090 ⇒ 01:11:58.369 Uttam Kumaran: There’s nothing graded.

740 01:11:58.370 ⇒ 01:11:59.620 Samuel Roberts: Yeah, when I started upgrading…

741 01:12:00.130 ⇒ 01:12:04.490 Samuel Roberts: It’s just giving me an error, but I don’t know. I’m just gonna make a brand new one and just dump it to the same place in S3.

742 01:12:04.490 ⇒ 01:12:05.789 Robert Tseng: Okay. Okay.

743 01:12:07.290 ⇒ 01:12:12.879 Uttam Kumaran: Okay, great. So… I think this is pretty clear,

744 01:12:16.020 ⇒ 01:12:18.650 Uttam Kumaran: Anything I can adjust here?

745 01:12:20.350 ⇒ 01:12:23.279 Uttam Kumaran: I guess, Casey, have you had a chance to look at this analysis?

746 01:12:24.710 ⇒ 01:12:30.340 Casie Aviles: Yeah, I did attach a notebook, but this is still in progress for me.

747 01:12:30.800 ⇒ 01:12:35.229 Casie Aviles: It’s just mostly using the data that we already have and combining it.

748 01:12:35.640 ⇒ 01:12:40.980 Casie Aviles: The metrics that we have, and see, like, how that correlates to… the revenue.

749 01:12:41.500 ⇒ 01:12:42.889 Casie Aviles: That’s pretty much what…

750 01:12:43.900 ⇒ 01:12:52.069 Uttam Kumaran: When… when you’re done with this, can you send a loom walking through the notebook and the output, but in addition.

751 01:12:52.190 ⇒ 01:12:55.619 Uttam Kumaran: just send some of the output. Actually, if the output’s…

752 01:12:56.180 ⇒ 01:13:04.500 Uttam Kumaran: Yeah, if you can update your analysis outline doc with some of the output, and then just send a loom, quick loom walking through everything, that’ll save us a lot of headache.

753 01:13:05.290 ⇒ 01:13:06.759 Casie Aviles: Yeah, I will do that.

754 01:13:06.940 ⇒ 01:13:07.640 Uttam Kumaran: Okay.

755 01:13:13.730 ⇒ 01:13:19.980 Uttam Kumaran: Yay! Okay, cool, so I… Robert, if you’re good with it, I’m gonna send a Slack update on a couple things.

756 01:13:19.980 ⇒ 01:13:20.590 Robert Tseng: Sure.

757 01:13:20.590 ⇒ 01:13:22.769 Uttam Kumaran: updating, like, where we are. And then…

758 01:13:23.650 ⇒ 01:13:32.349 Uttam Kumaran: And play back up a little bit. Okay, README, I feel like we’re in a kind of normal area. One thing I wanted to share…

759 01:13:32.480 ⇒ 01:13:37.590 Uttam Kumaran: I don’t know if you’re gonna spend more time on them today, but what I… I sent a loom of, like.

760 01:13:38.100 ⇒ 01:13:57.849 Uttam Kumaran: of how I think I can help streamline, sort of, like, the entire, kind of, like, analysis process a little bit, and, like, starting to basically record questions that come in and start to document. I found doing this in Notion, although it’s possible, is incredibly time-consuming, and so one thing that,

761 01:13:58.570 ⇒ 01:14:06.184 Uttam Kumaran: Where is… my repo. One thing that I did is I created a…

762 01:14:08.310 ⇒ 01:14:19.629 Uttam Kumaran: basically created a repo for README, and I’ve organized, sort of, like, our docs and our conversations here. I don’t mind if you keep creating more docs or more notions, but I will get them into here.

763 01:14:19.800 ⇒ 01:14:31.289 Uttam Kumaran: Because it’s now, at this point, very easy for us to update, like, a working doc. All the questions that were asked, follow-ups, and start to keep, like, basically some type of central repo of, like.

764 01:14:31.680 ⇒ 01:14:37.920 Uttam Kumaran: analysis questions. Don’t be overwhelmed by the fact that this is in cursor.

765 01:14:38.130 ⇒ 01:14:49.379 Uttam Kumaran: This is actually… it’s very, very easy. I built… I… I had a blast yesterday, like, asking cursor questions about how we should consider other things for them, and writing some of these docs.

766 01:14:49.400 ⇒ 01:15:06.749 Uttam Kumaran: You know, it’s a lot of project management work to keep track of all this, like, what questions do we ask, what do we deliver, and I think this is gonna save us a lot of time there. And ideally, we develop repos for every client. This is just going to be the sort of way we centralize analysis.

767 01:15:07.000 ⇒ 01:15:26.629 Uttam Kumaran: The last piece I’ll mention is we’re starting to enable text-to-SQL use cases, being able to query directly from AI, and so having the, what and why here, where you’re… next to where you’re doing that, is gonna be incredibly powerful. So imagine we get a question from a client.

768 01:15:26.660 ⇒ 01:15:37.319 Uttam Kumaran: what prospects are… what are prospects evaluating on day one? You can then have Cursor issue this query onto your event stream and start to help you produce that analysis.

769 01:15:38.580 ⇒ 01:15:49.340 Uttam Kumaran: So, just like a start at something, maybe I can demo this during the next office hours or train, but yeah, Robert, if you want, we can also talk about this. It was really helpful for me yesterday.

770 01:15:49.710 ⇒ 01:15:55.889 Uttam Kumaran: I tried the Amplitude MCP server, it kind of sucks, so I don’t know, probably useful right now.

771 01:15:56.250 ⇒ 01:15:57.080 Uttam Kumaran: Okay.

772 01:15:58.470 ⇒ 01:16:11.400 Robert Tseng: So not everything’s… Yeah, I remember sending, two people from our team to their MCP demo. It was Shreya, and was it Mustafa? I mean, I never heard anything back, so I guess I’m glad you tried the product.

773 01:16:12.520 ⇒ 01:16:17.570 Robert Tseng: We were an early user, they wanted a demo to it. I just sent other people instead.

774 01:16:18.160 ⇒ 01:16:29.589 Uttam Kumaran: Yeah, I, I tried it. I mean, it’s okay, it’s just, like, we have to clean up their amplitude probably a little bit, and one thing we have to do is, we need to create better internal… we have to create better internal docs for, like.

775 01:16:30.330 ⇒ 01:16:32.140 Uttam Kumaran: For what’s in amplitude.

776 01:16:32.760 ⇒ 01:16:33.450 Robert Tseng: Yeah.

777 01:16:33.690 ⇒ 01:16:40.059 Uttam Kumaran: Right? So, like, I went ahead and created this, which is basically, which is basically that, like…

778 01:16:40.270 ⇒ 01:16:45.860 Uttam Kumaran: like, what are the events? What do they relate to? So I took your Excel sheet and kind of built this.

779 01:16:46.020 ⇒ 01:16:50.850 Robert Tseng: Okay. This way, this gives the AI context on, like, when it’s querying amplitude, what can it query?

780 01:16:50.850 ⇒ 01:16:55.659 Uttam Kumaran: So I need to do a little bit… I spent, like, maybe just 30 minutes on the amplitude piece of this yesterday, so…

781 01:16:56.590 ⇒ 01:16:57.330 Robert Tseng: Okay.

782 01:16:57.330 ⇒ 01:17:04.859 Uttam Kumaran: I’ll clean this up. Basically, all this repo is, is instructions to AI on, like, how to do things, and then storing docs.

783 01:17:04.860 ⇒ 01:17:17.550 Uttam Kumaran: So ideally, for example, Robert, what we’re gonna do is when we present stuff to them on Thursday or whatever, or as Ashley sends more questions in, I’m gonna document… all I do is I copy-paste it into Cursor, and I say, make sure this gets documented.

784 01:17:17.600 ⇒ 01:17:21.710 Uttam Kumaran: And it goes and writes it in our, like, roll… in our, kind of, rolling docs.

785 01:17:21.860 ⇒ 01:17:29.430 Uttam Kumaran: Like, it updates Q&As, and that way, like, we never miss. So, let’s say in a month or two months from now, you’re like, did we answer this question?

786 01:17:29.540 ⇒ 01:17:38.460 Uttam Kumaran: we can just ask it here, and it’s pretty easy. Could we build this all into the platform? Yes, but I actually think this is, like, more ergonomic, and it’s actually… it’s quite simple.

787 01:17:39.150 ⇒ 01:17:58.129 Uttam Kumaran: So ideally, I want to start for… from the technical side, I know, like, I know, Robert, I think for… I think your balance is more on, like, get to the why and get to the deck. For me, I actually want to see documentation on how we’re doing analysis, and I want to see that in a reproducible environment.

788 01:17:58.330 ⇒ 01:17:59.689 Uttam Kumaran: You know.

789 01:18:00.190 ⇒ 01:18:17.410 Uttam Kumaran: And both of those are important, but your expertise is hammering, like, the outputs. For me, I’m gonna… I wanna see everybody here who’s running SQL get better at running SQL, get better at executing analysis, and leverage the AI tools to help you. So, we’ll move Insomnia stuff into a repo.

790 01:18:17.420 ⇒ 01:18:19.809 Robert Tseng: I’ll modify how we do this for Eden.

791 01:18:19.810 ⇒ 01:18:21.030 Uttam Kumaran: And so…

792 01:18:21.200 ⇒ 01:18:26.899 Uttam Kumaran: yeah, I think this’ll… this’ll help everybody sort of do analysis quicker and start to centralize things, so…

793 01:18:27.520 ⇒ 01:18:28.780 Robert Tseng: Okay, sounds good.

794 01:18:29.140 ⇒ 01:18:32.130 Uttam Kumaran: What other clients? Anything I missed?

795 01:18:35.570 ⇒ 01:18:45.310 Robert Tseng: Nope, those are the ones that are top of mind. I’m gonna spend some time on… on Ellie, and then I have some follow-ups on the insomnia. I think those are the two urgent ones for me today.

796 01:18:45.670 ⇒ 01:18:59.050 Uttam Kumaran: Okay, and then maybe while I just have a couple people, so I’ll send… we’re gonna send out allocations, like, probably… I’ll send out, like, a draft version today, so everybody can look at what their plan is for November, and then we’ll lock stuff on Monday.

797 01:18:59.730 ⇒ 01:19:05.799 Uttam Kumaran: And then… yeah, if you need anything, Slack me. Robert, do you want to just, hop on real quick, if you have time?

798 01:19:06.380 ⇒ 01:19:08.130 Robert Tseng: Yeah, let’s do that.

799 01:19:08.320 ⇒ 01:19:09.560 Uttam Kumaran: I’ll set another Zoom.

800 01:19:09.560 ⇒ 01:19:10.170 Robert Tseng: Okay.

801 01:19:12.670 ⇒ 01:19:13.820 Uttam Kumaran: Thanks, everyone.