Meeting Title: Brainforge Weekly Kickoff Date: 2025-01-06 Meeting participants: Mariane Cequina, Luke Daque, Nicolas Sucari, Uttam Kumaran, Connor Fenn
WEBVTT
1 00:05:01.060 ⇒ 00:05:01.970 Connor Fenn: Good morning!
2 00:05:04.810 ⇒ 00:05:06.040 Luke Daque: Hey? Guys, good morning.
3 00:05:29.180 ⇒ 00:05:29.890 Uttam Kumaran: Hey, guys.
4 00:05:30.850 ⇒ 00:05:31.840 Luke Daque: Hi! Everyone.
5 00:05:42.690 ⇒ 00:05:44.380 Nicolas Sucari: Hey? Guys, good morning.
6 00:06:00.090 ⇒ 00:06:03.943 Uttam Kumaran: Okay, cool. Everybody’s here. Let me just message Mary Ann. See if she’s
7 00:06:28.160 ⇒ 00:06:32.742 Uttam Kumaran: Okay, cool? So yeah, I guess this is sort of the 1st week
8 00:06:33.520 ⇒ 00:06:42.870 Uttam Kumaran: you know, back from holiday. So we have a couple of, you know, bigger items that I want to get through. I know. Probably some people. I think we’re in and out last week.
9 00:06:43.273 ⇒ 00:06:46.386 Uttam Kumaran: So maybe I’ll just give a little bit of overview about
10 00:06:47.010 ⇒ 00:06:52.588 Uttam Kumaran: sort of clients right now and then talk a little bit about priorities for January.
11 00:06:53.490 ⇒ 00:06:58.910 Uttam Kumaran: I asked Marianne to join. But let me see if she is
12 00:06:59.540 ⇒ 00:07:18.309 Uttam Kumaran: going to. Okay. She’s here as well. So yeah, I was hoping that Marianne can also give an overview of sort of notion for the rest of the meeting, and then mainly just want to make sure that everybody is able to use notion. Everybody’s like comfortable with the sort of the change for me. And then any other questions we can ask.
13 00:07:18.420 ⇒ 00:07:21.990 Uttam Kumaran: So yeah, overall. Kind of 2 big
14 00:07:22.100 ⇒ 00:07:35.020 Uttam Kumaran: priorities, one we have a few new clients that we’re working on. So we’re working with Eden health and with art helper. So both of those are kicked off.
15 00:07:35.120 ⇒ 00:07:53.569 Uttam Kumaran: and you know this month will mainly be just focused on delivering for them, especially this week. So I know there’s a bunch of people on the data side related to that on the AI side. We have a lot of work on the infra side as well as related to Demos. So I’m working directly with
16 00:07:53.720 ⇒ 00:07:57.439 Uttam Kumaran: Miguel and Casey on that.
17 00:07:57.670 ⇒ 00:08:07.370 Uttam Kumaran: So the biggest. The big goal there is that we have a few demos available for sales. We’re also working on our internal agents to help speed up stuff primarily on the sales side for now.
18 00:08:07.885 ⇒ 00:08:14.090 Uttam Kumaran: So that all should actually those agents for the sales side should get finished up today
19 00:08:14.220 ⇒ 00:08:20.320 Uttam Kumaran: or this week, probably by Wednesday. And so really, really excited for that and then
20 00:08:20.500 ⇒ 00:08:31.690 Uttam Kumaran: I know, Miguel, you worked on the internal ui for the demos as well. So I know Connor, I think, has some feedback. We have a meeting sales meeting today where we’ll probably have some feedback
21 00:08:31.830 ⇒ 00:08:35.480 Uttam Kumaran: around that, and we can talk about that in the AI meeting later.
22 00:08:36.231 ⇒ 00:09:01.300 Uttam Kumaran: And then, yeah, on the sales side, we still have a bunch of you know, folks that are in process. So that’s continuing on. I think overall having Connor on the team. Between me, Connor and Robert, I think we’re we’re sort of getting a lot better at having process around everything and sort of taking on more volume. So there’s definitely a lot going on. So we meet every day
23 00:09:01.500 ⇒ 00:09:03.976 Uttam Kumaran: to sort of move things along. But
24 00:09:04.460 ⇒ 00:09:06.309 Uttam Kumaran: I think overall, it’s really positive
25 00:09:07.032 ⇒ 00:09:10.057 Uttam Kumaran: and then otherwise, yeah, on the on the data side.
26 00:09:10.890 ⇒ 00:09:15.359 Uttam Kumaran: we’re gonna have a meeting sometime, I think tomorrow, just between the data folks.
27 00:09:17.020 ⇒ 00:09:38.755 Uttam Kumaran: I think to talk a little bit about just on the engineering side. Any help that anyone needs. I think today there’s a data team meeting. I know overall. We have one more person that’s starting to work on data stuff. Her name is Sahana. I’ll make sure that she’s added to this in the future. But I think between pious Nico
28 00:09:39.310 ⇒ 00:09:57.869 Uttam Kumaran: Luke and Sahana, that’s like, you know, a a great crew of people. So we’ll talk in our meeting later about sort of work for the data team. And then I’ll probably book 30 min just later this week to talk about any sort of engineering needs. Really, just helping how we could speed things up or any help blockers on the actual work side.
29 00:09:58.952 ⇒ 00:10:09.877 Uttam Kumaran: So super excited for that, I feel like we had sort of a lean data team for a while. But now I think we have a bunch of people, and then we have a bunch of stuff for pool parts as well based on
30 00:10:10.250 ⇒ 00:10:16.080 Uttam Kumaran: Last Friday, so excited to chat through that otherwise.
31 00:10:17.235 ⇒ 00:10:19.999 Uttam Kumaran: Yeah, on the marketing side, I think
32 00:10:20.100 ⇒ 00:10:45.150 Uttam Kumaran: we’re finally, I think, in a good position to we’re our goal really right now is to get ahead of a lot of content. So then we could spend the week really prioritizing how to post on Linkedin and posting from my profile, and then a couple of other people’s profile. Honestly, the one it’s just been tough. Given everything else we’re doing to to make that happen. But it’s something that is on is on my plate.
33 00:10:45.633 ⇒ 00:10:59.840 Uttam Kumaran: And then otherwise, yeah, I think we did a pretty good job on, you know, sort of getting all of our financial planning in order. We’re in a lot better state in terms of understanding where everything’s flowing than you know we ever have been. So I’m glad that we got that done
34 00:11:01.600 ⇒ 00:11:02.840 Uttam Kumaran: last month.
35 00:11:03.280 ⇒ 00:11:04.919 Uttam Kumaran: And yeah, I think
36 00:11:05.610 ⇒ 00:11:13.160 Uttam Kumaran: that’s sort of like overall stuff for me. I think we’re still hoping to close one or 2 more AI clients this month.
37 00:11:13.673 ⇒ 00:11:24.690 Uttam Kumaran: But we have a huge. We have a pretty big backlog of work for the AI team. And the data team now is is pretty pretty occupied with with new clients. So
38 00:11:25.650 ⇒ 00:11:29.994 Uttam Kumaran: yeah, any any notes or any thoughts on any of that
39 00:11:37.580 ⇒ 00:11:43.250 Nicolas Sucari: I think so. I’m yeah excited to start working with these 2 new clients and the team.
40 00:11:43.660 ⇒ 00:11:45.160 Nicolas Sucari: So yeah, cool.
41 00:11:45.160 ⇒ 00:11:45.750 Uttam Kumaran: Cool.
42 00:11:46.160 ⇒ 00:12:04.100 Uttam Kumaran: Yeah, I think the last thing we know we’ve been talking about. We haven’t done a lot on the design side, I think in the last few weeks. So. And I think me and you are gonna meet tomorrow afternoon and we’ll we’ll have a meeting where we’ll walk through all the decks, and and sort of the one pagers.
43 00:12:04.430 ⇒ 00:12:06.430 Uttam Kumaran: I think Connor will be in person.
44 00:12:06.650 ⇒ 00:12:13.970 Uttam Kumaran: So me, you and Ann can walk through all that which would be great, because I I think just doing that. Async, I think, was a little bit hard.
45 00:12:14.230 ⇒ 00:12:24.399 Uttam Kumaran: so I want to make sure that we have all that ready, especially now that, Connor you have. You have a little bit of an opinion now on what we need. Would love to get your feedback design wise.
46 00:12:24.901 ⇒ 00:12:29.240 Uttam Kumaran: So excited. I’m I’m gonna put time tomorrow.
47 00:12:30.960 ⇒ 00:12:36.920 Uttam Kumaran: and yeah, if nothing else. I guess, Marianne, I wanted to see if you can do a quick walkthrough of
48 00:12:37.110 ⇒ 00:12:59.114 Uttam Kumaran: notion. I know that’s a lot to ask, but I think the biggest thing I wanna I want people to know is like when they go into notion, given their department or to look at their personal dashboard like, what should they do daily? There’s a lot there, and I know I would say there’s only a few of us that are sort of across, like 5 or 10 different workspaces.
49 00:12:59.560 ⇒ 00:13:12.580 Uttam Kumaran: I just wanna make sure that when people log into notion they know where to go, especially for the engineers on the data team and the AI team. And then also, if you could talk about the personal dashboards that you’re working on with each person.
50 00:13:13.130 ⇒ 00:13:25.789 Mariane Cequina: Okay, okay, got it. So I’ll be sharing my screen for my for the notion. So, as you can see here, this will be like the homepage. So there are a lot of improvement that needs to be done, and it’s still in the
51 00:13:26.060 ⇒ 00:13:38.969 Mariane Cequina: progress. And I just wanna say that there are a lot of things that we’re we’re about to make like changes for the, for the specific, specifically, specifically for the clients, for the internal here.
52 00:13:39.884 ⇒ 00:13:42.790 Mariane Cequina: Anyways. So so here. So
53 00:13:43.150 ⇒ 00:14:07.069 Mariane Cequina: here in the homepage, you’ll see the quick links. So this is the Linkedin, and also the the website for the brain forge, and then the about, and then here for the company, we have the Hr, so these are the team directory, and it also sorted out according to departments like AI data, content designs and operations and sales. And then.
54 00:14:08.160 ⇒ 00:14:17.119 Mariane Cequina: yeah, so team directory role role, descriptions, recruitment, and then talent talent database. And then
55 00:14:18.760 ⇒ 00:14:20.039 Mariane Cequina: we also have the
56 00:14:20.250 ⇒ 00:14:28.959 Mariane Cequina: clients. So in here it’s under. Are there a lot of changes that we wanted to do with Nicole? Since we will
57 00:14:29.230 ⇒ 00:14:34.700 Mariane Cequina: project overview for each task. So there are a lot of clarification that I needed to ask.
58 00:14:35.070 ⇒ 00:14:44.910 Mariane Cequina: And yeah, and then we also have the. This is personally, for without
59 00:14:45.220 ⇒ 00:14:52.060 Mariane Cequina: we can see, like the missed deadline for each task in each department. So, as you can see here.
60 00:14:53.960 ⇒ 00:15:01.769 Mariane Cequina: you can see, like the task that’s assigned to him, and also the the missed deadlines in here.
61 00:15:03.120 ⇒ 00:15:04.760 Mariane Cequina: and then.
62 00:15:08.310 ⇒ 00:15:12.900 Mariane Cequina: and then this will be the meeting schedule, so, as you can see here
63 00:15:13.390 ⇒ 00:15:29.640 Mariane Cequina: every Monday we will be having a weekly meeting for the operation sales and bring March team, which is the kick off start, and then the Tuesday, every Tuesday we’ll be having meeting and design sales AI and Wednesday, Thursday, Friday, for sales as well. And then during Friday we’ll be having
64 00:15:29.810 ⇒ 00:15:32.740 Mariane Cequina: a meeting with designs and Brainforge team.
65 00:15:35.040 ⇒ 00:15:36.472 Mariane Cequina: This is still under
66 00:15:38.050 ⇒ 00:15:45.980 Mariane Cequina: renovation. So I’m not gonna walk you through that. And then here in the team dashboard. So we have 5
67 00:15:46.190 ⇒ 00:15:51.740 Mariane Cequina: department. So AI data content, and then designs and operations. So for the AI,
68 00:15:51.940 ⇒ 00:15:59.540 Mariane Cequina: you can see here the workflow. This is, you can actually, though, see the workflow in, and then
69 00:16:00.280 ⇒ 00:16:19.600 Mariane Cequina: you will see the due today. The tasks are due today, and then the overdue and then the top priorities for the week. So these are the high here, like, if if the task is under the high priorities, you will see hit, you’ll see it here, and then for the upcoming. This are the upcoming tasks, for the
70 00:16:20.440 ⇒ 00:16:31.459 Mariane Cequina: upcoming tests are not yet done, and then these are the planning. And then for the task for this week’s, and this will be the overview, and then per assignee, and then per client, and then the done.
71 00:16:32.170 ⇒ 00:16:47.849 Mariane Cequina: It’s the same thing with data. If I’m not mistaken. The format is almost like the same with data, and then we also have the board view of the status, and then for the content here
72 00:16:48.550 ⇒ 00:16:53.190 Mariane Cequina: this is for Ryan. So yeah, so it’s pretty
73 00:16:53.350 ⇒ 00:17:05.200 Mariane Cequina: like, almost the same with the data and AI team. So he can select the content overview. So it’s actually different here in the content, because there are different types, and in each type there will be like different
74 00:17:06.260 ⇒ 00:17:09.099 Mariane Cequina: like process of the tasks.
75 00:17:10.040 ⇒ 00:17:15.419 Mariane Cequina: So I decided to just like, have different view for that.
76 00:17:15.530 ⇒ 00:17:22.789 Mariane Cequina: And then for the designs. There are a lot of there are. There are a lot of things that I still need to do for the designs.
77 00:17:23.630 ⇒ 00:17:31.170 Mariane Cequina: because I still haven’t, I think, integrate this one for the designs for Ann. But there are
78 00:17:31.300 ⇒ 00:17:38.410 Mariane Cequina: like the priority, for this is pretty low, because Udam said that they’re doing great already. So.
79 00:17:40.850 ⇒ 00:17:48.890 Mariane Cequina: and then his search for the operations is for me. And then we also have, like a personal dashboard.
80 00:17:49.270 ⇒ 00:18:11.340 Mariane Cequina: So so in that way, the reason why we wanted to create like a personal dashboard. So so you will know what are the tasks that are specifically assigned to you. So, for example, here in Miguel, he can see, like the task that is specifically assigned him so for this week. These are the. This is the task that assigned to him, and then the overview, and then the assigned tasks and the
81 00:18:11.790 ⇒ 00:18:21.419 Mariane Cequina: by status. So so the goal is to create a personal dashboard for each person. So here for for Luke, for Ryan.
82 00:18:21.700 ⇒ 00:18:25.650 Mariane Cequina: and then Ann, so stay under Braggas.
83 00:18:26.310 ⇒ 00:18:36.600 Mariane Cequina: Ryan, it’s already done here. So yeah. So the personal dashboard. You can see it. You can see it here in the home page in the
84 00:18:37.550 ⇒ 00:18:46.940 Mariane Cequina: top corner the right top corner, and I wanted to add that you can also like.
85 00:18:47.150 ⇒ 00:18:48.750 Mariane Cequina: put a specific
86 00:18:48.970 ⇒ 00:18:57.269 Mariane Cequina: page as your favorite. So, for example, here in AI, if I’ll put it as my favorite here at the favorite, so if I’ll go here.
87 00:18:57.830 ⇒ 00:19:06.749 Mariane Cequina: I can see it here in the favorites. So it’s not like too overwhelming, because there are a lot of things going on in here. So if you put it in a favorites, you can just like see it here.
88 00:19:07.800 ⇒ 00:19:12.510 Uttam Kumaran: Yeah, I just wanna pause there for one second. So these personal dashboards, if you can just go
89 00:19:12.550 ⇒ 00:19:35.469 Uttam Kumaran: back there. I guess my ask for everybody is, this is where I’m hopefully, you know notion, there’s just a lot. And you know, I’ve used different sort of resource management systems before I would say, we’re doing a pretty good job, but always it’s gonna feel a little bit overwhelming to come in and try to find something. You need. One of the things that I think we’re lucky to have is we have Mary Ann here, who’s building
90 00:19:35.470 ⇒ 00:19:43.730 Uttam Kumaran: at least sort of somewhat customized personal dashboards for everybody. Of course you could go ahead and do it on your own. But there is a little bit of a learning curve with notion.
91 00:19:43.730 ⇒ 00:19:50.950 Uttam Kumaran: So Mary, if you just can go click, and we can just maybe use like Ryan’s personal dashboard as an example.
92 00:19:54.861 ⇒ 00:19:57.458 Uttam Kumaran: So in Ryan’s personal dashboard he has
93 00:19:58.554 ⇒ 00:20:12.719 Uttam Kumaran: sort of like what work is due today. Like sort of the content. This week he has the ability to go towards the pages that he usually uses and this is something that I would recommend. Everybody. Just work directly with Marianne on
94 00:20:13.129 ⇒ 00:20:29.559 Uttam Kumaran: hopefully, this helps like, see all of your tasks in one place. See the common pages that you use in one place? And basically, for me, the biggest thing is like when you get up. And you look at like, so sort of what do I have to do today?
95 00:20:29.560 ⇒ 00:20:44.859 Uttam Kumaran: I want a clear area that’s either going to be your department page or your personal dashboard. For the of course, for the for the sales team. It’s a little bit different for the design team. It’s a little bit different, but overall everybody should be kind of leveraging either their department pages or
96 00:20:45.190 ⇒ 00:20:47.009 Uttam Kumaran: the the personal dashboard.
97 00:20:49.270 ⇒ 00:20:50.350 Mariane Cequina: Oh, yeah, yeah, so.
98 00:20:50.350 ⇒ 00:20:54.009 Uttam Kumaran: Reach out, to reach out to Marianne, or reach out in operations for any questions there.
99 00:20:54.380 ⇒ 00:20:57.389 Mariane Cequina: You can also add this to your favorite here. So
100 00:20:57.590 ⇒ 00:21:01.680 Mariane Cequina: so you will know, like you can have, like the the view of the like
101 00:21:01.950 ⇒ 00:21:09.220 Mariane Cequina: pages that are relevant to you. So I think that’s it. And let me know if you have any questions.
102 00:21:10.910 ⇒ 00:21:13.299 Mariane Cequina: And I will be creating like a long video
103 00:21:14.840 ⇒ 00:21:19.530 Mariane Cequina: for like a user. And also the user guide, because I’m still doing it.
104 00:21:19.900 ⇒ 00:21:22.940 Mariane Cequina: And you can see the workflow in fig jump.
105 00:21:23.090 ⇒ 00:21:25.860 Mariane Cequina: So let me share that one as well.
106 00:21:28.010 ⇒ 00:21:30.969 Mariane Cequina: So be before I create the the
107 00:21:31.260 ⇒ 00:21:34.550 Mariane Cequina: no sean we have like the workflow. So.
108 00:21:34.800 ⇒ 00:21:39.260 Mariane Cequina: Ryan. Actually, when when I. When I talked to Ryan, he actually look
109 00:21:39.440 ⇒ 00:21:59.520 Mariane Cequina: in the fig jump, so it will be easier for him to navigate his workspace, so I think it will be great if you will also look at the workflow in fig jump. So it will be easier for you to understand all the work process. So I think that’s it, and let me know if you have any suggestions and comments and things you wanted to say.
110 00:22:01.470 ⇒ 00:22:07.959 Uttam Kumaran: Yeah, any questions for anybody? Or is, is everybody using notion? They find it like helpful or challenging.
111 00:22:10.643 ⇒ 00:22:16.309 Nicolas Sucari: Thank you, Marianne. Yes, I’m I’m using it a lot, obviously, and trying to work with Marianne.
112 00:22:16.400 ⇒ 00:22:41.990 Nicolas Sucari: I’m cleaning a little bit the client pages and see how we can create that workflow or process in order to share easy information with the clients, and also have, like the background context for each client, so that everyone understands a little bit more about each of them. If you go, Marianne, to the data homepage, I wanted to share that I’m working in in. If you go there in navigation, there is a page called Data Team guidelines
113 00:22:42.940 ⇒ 00:22:57.457 Nicolas Sucari: there. Yeah, I’m working on creating some kind of guidelines for data team. Obviously, we are, gonna talk about this in the meeting and see if we can add more information. But if you have any any other
114 00:22:57.980 ⇒ 00:23:27.939 Nicolas Sucari: guideline or process step in the process that you wanted to add here, let me know. And when I can work towards it. Okay? The idea is to have like, what is the meeting schedule? As Marianne said. Also here the communication guidelines how to use slack we when to use each of the channels how to log in hours and clock, if I or that kind of stuff that we all need to do, and sometimes we do it differently across each of us. So to have one place in order to try to
115 00:23:28.080 ⇒ 00:23:31.430 Nicolas Sucari: standardize that things a little bit more. Okay.
116 00:23:32.600 ⇒ 00:23:38.050 Mariane Cequina: Yeah, since since. Nico, I’ll also like to add, because Nico said that standard
117 00:23:38.597 ⇒ 00:23:45.430 Mariane Cequina: I think that is also 1 1 thing that I also wanted to. Add to have like a consistent practice to things
118 00:23:45.868 ⇒ 00:24:00.200 Mariane Cequina: in in notion. It’s it’s like a Lego that you can build from scratch, like from like thing, and then you can customize it. And the thing is, the problem is, sometimes we overly customize it, and sometimes we put things whenever we wanted to put it
119 00:24:00.310 ⇒ 00:24:06.340 Mariane Cequina: like. For, for example, if I have a personal dashboard.
120 00:24:06.650 ⇒ 00:24:30.569 Mariane Cequina: let’s make it right an example. So if you have any concerns. Just gonna put it here. Blah blah, so it’s all over the place, and we don’t want that. So I also included, like a notepad just in case and same thing to here, for example, in AI, it’s already established. So my my suggestion is not to touch it. I’d like to already like, customize it that much because it will be
121 00:24:30.951 ⇒ 00:24:41.240 Mariane Cequina: other team members have to to learn that as well. So whenever we keep changing it so as much as we can. We wanted to like, create a a workflow that
122 00:24:41.390 ⇒ 00:24:47.189 Mariane Cequina: works and then leave it. As it is, we can. We can make changes if it’s
123 00:24:47.440 ⇒ 00:25:03.299 Mariane Cequina: necessary, if it’s really necessary, or it solves a problem. But if it’s not, I hope that we could just like leave it there. So so others don’t have to like learn it again, or, or, you know, be like, feel confused about about the work process.
124 00:25:03.550 ⇒ 00:25:04.879 Mariane Cequina: I think that’s it.
125 00:25:09.230 ⇒ 00:25:09.799 Luke Daque: Yeah, I.
126 00:25:09.800 ⇒ 00:25:11.470 Mariane Cequina: Yeah, I think that’s it. Oh, sorry.
127 00:25:11.470 ⇒ 00:25:18.060 Luke Daque: One more question, I think, in the clients page or like for each client, we still have.
128 00:25:18.190 ⇒ 00:25:21.650 Luke Daque: at least for the data side we still have like tasks. Or.
129 00:25:23.314 ⇒ 00:25:29.659 Luke Daque: yeah, like, biggest basically tasks that are in there. But those tasks do not exist in the data
130 00:25:29.810 ⇒ 00:25:30.690 Luke Daque: page.
131 00:25:32.600 ⇒ 00:25:40.140 Luke Daque: like, it’s our like, what? What’s good? What’s our like standard process? There? Should we be just be using
132 00:25:40.500 ⇒ 00:25:42.160 Luke Daque: whatever is in the data.
133 00:25:42.360 ⇒ 00:25:54.370 Nicolas Sucari: So I yeah, I I say, look, go to the data page and on the top, on the go Marianne, can you scroll up a little bit yet you have the data new task there. It’s a quick button.
134 00:25:54.902 ⇒ 00:26:04.540 Nicolas Sucari: In order to create new tasks. Go here and create it from here, and you will be able to add, to which client do you want to add this? This new task?
135 00:26:04.978 ⇒ 00:26:32.139 Nicolas Sucari: And all the details, the other ones we’re still working on like cleaning the client pages. So yeah, maybe you’ll find some tasks that are not in the general database, but if you create the the task new ones from here, you will be able to to see it in your in your personal page. If you add yourself as a sign, or if you if you add it directly in the department of data, you will see it here in the the table below.
136 00:26:33.540 ⇒ 00:26:42.669 Uttam Kumaran: So what’s the what’s yeah? What’s the issue there? I know we were talking about like sort of tasks here versus tasks on the client page like, have we have we resolve that? Or what’s gonna happen.
137 00:26:42.920 ⇒ 00:26:54.450 Nicolas Sucari: No, no, yeah. We we were talking just before this meeting with Marianne. We have 2 different client pages, one internal and and the previous one that we shared with the clients. Do you remember so.
138 00:26:54.450 ⇒ 00:26:54.890 Uttam Kumaran: Yeah.
139 00:26:54.890 ⇒ 00:27:24.620 Nicolas Sucari: We have, like the the database, the task database is the same, but we have 2 different client pages of what we are trying to do is to merge both of them, and have only one client page and then create the different views with the projects and the tasks, so that we can have like that overview with everything, because we have this client internal database, and we have then another one called client database, with different page with the previous the previous format. So that’s what we are trying to merge together and and have everything together. Okay.
140 00:27:25.200 ⇒ 00:27:29.929 Mariane Cequina: Yeah, I also like to add that there’s a lot of things that I still need to.
141 00:27:30.657 ⇒ 00:27:37.439 Mariane Cequina: Asked about this for the client overview because Nico, he he also wanted to create like a project view.
142 00:27:37.660 ⇒ 00:27:42.419 Mariane Cequina: Because I was really thinking that, okay, I’m just gonna show the free jump
143 00:27:47.800 ⇒ 00:28:14.550 Mariane Cequina: So the initial plan for the client view we will be having like a client database, and then we will be having the internal, the external. But we were thinking, if we can just like remove the client database, and then we will be having, like the overview of the both the internal and the external, and then the database in one page. So in that way, like, for example, Nico is a project manager. It can just like see whatever is going on under that client. So my problem, really.
144 00:28:14.780 ⇒ 00:28:26.019 Mariane Cequina: my concern for now is how I’m I’m going to have like a project overview. And then the task few, I think I think I think that that’s the thing that I’m still trying to figure it out.
145 00:28:26.670 ⇒ 00:28:27.300 Uttam Kumaran: So what’s our.
146 00:28:27.300 ⇒ 00:28:27.620 Mariane Cequina: It.
147 00:28:27.620 ⇒ 00:28:31.780 Uttam Kumaran: It’s a good like short term thing, because I know this may be a little bit hard to do.
148 00:28:32.356 ⇒ 00:28:39.960 Uttam Kumaran: Is the best thing to just avoid showing, like the tasks to the client.
149 00:28:42.220 ⇒ 00:28:43.660 Uttam Kumaran: Externally.
150 00:28:43.980 ⇒ 00:28:49.398 Mariane Cequina: No, no, actually, it’s not complicated to show the external client or the client portal.
151 00:28:50.180 ⇒ 00:28:55.810 Mariane Cequina: The challenge will be how we can like have the project
152 00:28:56.130 ⇒ 00:29:00.259 Mariane Cequina: view, and then the task under that project something like that.
153 00:29:01.530 ⇒ 00:29:24.700 Nicolas Sucari: Yeah, we do. You remember the the spreadsheet that Robert shared with us, trying to add those kind of progress bars in depending on tasks and projects. Okay, that that’s like kind of the challenging stuff that we are trying to work out with. Marianne, seeing how we can see the client, the project and the task all together linked so that we can see the progress on each project.
154 00:29:24.986 ⇒ 00:29:49.369 Nicolas Sucari: For each client. Because there are 3 different databases. And we need to like link those 3 together and see how we can create a view to share about that. So it’s not like a problem on how we are. We can add tasks or not to share with clients. It’s just on how we can share these in a different kind of overviews, so that we can go through everything and kind of understanding the different meetings. What we need to discuss.
155 00:29:50.320 ⇒ 00:29:53.559 Mariane Cequina: For example, for example, here in in Eden.
156 00:29:53.890 ⇒ 00:29:55.250 Nicolas Sucari: So, yeah.
157 00:29:55.720 ⇒ 00:30:02.670 Mariane Cequina: I’m actually, I’m a little bit confused, Frank, a as of now. But like, for example, here
158 00:30:02.880 ⇒ 00:30:13.570 Mariane Cequina: there are some like tasks. How can we have like a project view of each of those tasks? And then those tasks are also integrated for the AI, and data. Is is that correct? Nicole.
159 00:30:14.990 ⇒ 00:30:38.790 Nicolas Sucari: Yeah, like, this is the same database that we were just seeing with tasks like, if we filter down this database with other clients or other projects, you will see it. But the the issue time is that here on the Eden Project page, where, if you scroll up a little bit, Marianne. You have, like a lot of information that if we close this project we will lose everything for.
160 00:30:38.790 ⇒ 00:30:40.610 Uttam Kumaran: Needs to be moved to the client.
161 00:30:40.920 ⇒ 00:31:00.790 Nicolas Sucari: Exactly. Yes, that’s that’s what we are talking about. To move this to the client page, to have everything regarding like general information and artifacts in the client page, and just leave the projects with the tasks associated to it, and then create like these, roll up views so that we can see the progress on each project and the general view for each client.
162 00:31:02.860 ⇒ 00:31:07.089 Uttam Kumaran: Yeah, I agree. Okay, yeah, let’s let’s try to make this happen this week. Because I know we’re kicking.
163 00:31:07.090 ⇒ 00:31:09.180 Uttam Kumaran: Yeah yeah projects. And then
164 00:31:09.320 ⇒ 00:31:14.760 Uttam Kumaran: we even have like a bunch of people that are looking to make sure that they’re getting work done. So I just wanted to be very clear.
165 00:31:15.170 ⇒ 00:31:16.120 Uttam Kumaran: Yes.
166 00:31:16.480 ⇒ 00:31:36.189 Uttam Kumaran: that like if they were. If people go where one, the number. One thing is just like making sure that our folks know exactly where to go to know the work that they need to do. The second. The second thing you know, the second priority is making sure that clients are aware of our progress, or we use the notion to sort of demonstrate our progress.
167 00:31:36.712 ⇒ 00:31:44.460 Uttam Kumaran: But I really wanna make sure that, you know, like, like Luke mentioned where he goes to actually see the task, or if there are duplicate tasks like that, all gets resolved.
168 00:31:45.190 ⇒ 00:31:53.139 Nicolas Sucari: Yeah, I mean, if we go again on that one, everyone should go to their personal dashboards or the data or AI homepage.
169 00:31:53.280 ⇒ 00:32:05.960 Nicolas Sucari: If you go to data on the homepage or your personal dashboards, you should be able to see all of your tasks for the clients that you’re assigned to and you you should be able to create tasks from there, too. Okay.
170 00:32:08.270 ⇒ 00:32:10.269 Uttam Kumaran: I guess. But I’ll can. I? Can I help?
171 00:32:10.270 ⇒ 00:32:13.090 Uttam Kumaran: But less about creating tasks like
172 00:32:13.677 ⇒ 00:32:23.459 Uttam Kumaran: because, you know, I’m assuming that it’s either gonna be me or you, Nico, like creating or or Robert creating data tasks. It’s more about like, where are they going to see the tickets?
173 00:32:25.140 ⇒ 00:32:28.740 Uttam Kumaran: That’s the number one, because not many people are gonna be creating tasks.
174 00:32:30.220 ⇒ 00:32:33.249 Nicolas Sucari: Yeah, yeah, so so see, just to see tests.
175 00:32:33.870 ⇒ 00:32:34.230 Uttam Kumaran: Yeah.
176 00:32:34.230 ⇒ 00:32:36.529 Nicolas Sucari: Personal dashboards or the data. And AI home.
177 00:32:36.530 ⇒ 00:32:36.920 Nicolas Sucari: Yeah.
178 00:32:38.310 ⇒ 00:32:44.310 Mariane Cequina: So basically just have go here in team dashboard, and then the personal dashboard. So I
179 00:32:44.800 ⇒ 00:32:49.860 Mariane Cequina: again, I I’d like to see that you can add like a favorite. So, for example, for for
180 00:32:50.030 ⇒ 00:32:56.389 Mariane Cequina: Miguel, you can just like add the favorite, so we can see it here. So it’s not too confusing. And then here in the homepage, you can
181 00:32:56.890 ⇒ 00:33:01.080 Mariane Cequina: put AI as his favorite as well, like.
182 00:33:01.590 ⇒ 00:33:08.740 Mariane Cequina: yeah, they’re like this. So in that way it’s not too overwhelming. So you didn’t have to go? See this?
183 00:33:10.030 ⇒ 00:33:11.570 Mariane Cequina: Yeah. So I think that’s it.
184 00:33:11.929 ⇒ 00:33:16.479 Mariane Cequina: For the guidance again, there are a lot of things that we still wanted to like change in here.
185 00:33:16.730 ⇒ 00:33:19.479 Mariane Cequina: So I’m coordinating with Nico
186 00:33:19.650 ⇒ 00:33:24.410 Mariane Cequina: on how we can create like a project view. So I think that’s it for the notion side.
187 00:33:25.040 ⇒ 00:33:33.969 Uttam Kumaran: Okay, cool. So then, yeah, this week, you know, one thing I’m hoping is that if anyone has having issues with notion, please don’t just get frustrated, and then like
188 00:33:35.850 ⇒ 00:33:53.229 Uttam Kumaran: just leave it like, say something in operations, or ping me or Ping Nico, or just say something smallest things. We have a lot of opportunity here to make this like our operating system for how we work. But we really need feedback, like a lot of feedback, has come from me and some other people, but
189 00:33:53.330 ⇒ 00:34:06.049 Uttam Kumaran: I have a lot of. I have a different work stream than everybody, and this needs to work for every single person here. So if you have even some small frustration, or you’re like, I can’t find this. Don’t hesitate to just say it out loud.
190 00:34:06.555 ⇒ 00:34:08.974 Uttam Kumaran: I don’t want people to sort of
191 00:34:09.429 ⇒ 00:34:18.319 Uttam Kumaran: yeah, that. And and I’ll be asking everybody individually as well. But that’d be my number one. Ask is, if you just have issues. Please just say it out loud.
192 00:34:21.980 ⇒ 00:34:35.409 Nicolas Sucari: Yes, please go in the operations channel or tag me, Marianne. And we are gonna solve any issue. And yeah, any feedback is welcome. Because it’s gonna let us improve how we are doing things and make it work for everyone.
193 00:34:36.610 ⇒ 00:34:40.370 Mariane Cequina: So I will also create for this week I will create as well like the
194 00:34:40.590 ⇒ 00:34:49.029 Mariane Cequina: user guide. And then I will create a new video for each department. I think so in that way you can just like review or re-watch the
195 00:34:49.840 ⇒ 00:34:52.920 Mariane Cequina: like, the guide or the instruction
196 00:34:53.210 ⇒ 00:34:55.319 Mariane Cequina: how to navigate that ocean. Sorry.
197 00:34:56.790 ⇒ 00:34:59.270 Mariane Cequina: so do you have any comments.
198 00:35:00.880 ⇒ 00:35:06.600 Uttam Kumaran: I think that’s probably it, for now I know we’re at time anything else, anybody before we hop off
199 00:35:11.160 ⇒ 00:35:32.160 Uttam Kumaran: cool. And yeah, I just wanna say thank you again to Marianne. This has been a lot of work. There’s a lot of stuff and a lot of high expectations I have. We’re pushing notion sort of to the limits. But I’m very happy because we’re an Async company and we’re all trying to get work done with as little meetings as possible. And this is really what’s gonna save us there. So
200 00:35:32.410 ⇒ 00:35:33.230 Uttam Kumaran: cool.
201 00:35:34.060 ⇒ 00:35:40.840 Uttam Kumaran: Alright, guys, I know I’ll probably talk to a bunch of people later today. So thanks for the time. And yeah, excited for the week.
202 00:35:42.040 ⇒ 00:35:43.469 Mariane Cequina: Have a great day. Thank you.
203 00:35:43.470 ⇒ 00:35:44.619 Uttam Kumaran: Thank you. Guys.
204 00:35:44.620 ⇒ 00:35:45.090 Mariane Cequina: Guys.