Meeting Title: PM Ai Agents Date: 2025-02-11 Meeting participants: Miguel De Veyra, Casie Aviles, Nicolas Sucari


WEBVTT

1 00:05:34.720 00:05:35.750 Nicolas Sucari: Hey, guys.

2 00:05:38.360 00:05:39.250 Casie Aviles: Hey? Nico.

3 00:05:40.520 00:05:44.349 Miguel de Veyra: Hey, Nico, how are you guys? I’m good.

4 00:05:44.650 00:05:48.700 Miguel de Veyra: Yeah. Doing good. How’s the bachelor party? I heard from Uten.

5 00:05:49.546 00:05:51.450 Nicolas Sucari: Yeah, it was fun.

6 00:05:51.950 00:05:58.499 Nicolas Sucari: My friends took me. Yeah, they took me on a plane to an another place here in Argentina.

7 00:05:59.198 00:06:02.240 Nicolas Sucari: We do it. Yeah, it was a chill place.

8 00:06:02.390 00:06:04.299 Nicolas Sucari: No, no, not private plane. Dude.

9 00:06:04.570 00:06:07.825 Miguel de Veyra: I thought you were, hey, Colin.

10 00:06:09.590 00:06:10.790 Nicolas Sucari: No, no, no.

11 00:06:11.280 00:06:24.359 Nicolas Sucari: just yeah. They took me to the Patagonia here in Argentina. It’s a place called Bariloche, really nice views to do hiking and stuff like that. So it was a chill trip.

12 00:06:24.730 00:06:27.240 Miguel de Veyra: Oh, I see. Oh, yeah, it looks nice.

13 00:06:28.290 00:06:31.190 Nicolas Sucari: Really, really nice. Yeah, really amazing views.

14 00:06:32.070 00:06:34.479 Nicolas Sucari: If you come to Argentina, that’s 1 of like the

15 00:06:34.650 00:06:39.629 Nicolas Sucari: most tourist destinations because of the views and all the activities you can do.

16 00:06:40.670 00:06:45.670 Miguel de Veyra: Let me see, are you like once the the wedding.

17 00:06:46.440 00:06:48.090 Nicolas Sucari: It’s on in May.

18 00:06:48.450 00:06:52.120 Miguel de Veyra: Oh, so oh, I thought it was gonna be this week, or next week, or something.

19 00:06:52.690 00:06:55.260 Nicolas Sucari: No, no, it’s in May. Yeah.

20 00:06:55.260 00:06:55.799 Miguel de Veyra: I see.

21 00:06:55.800 00:06:58.229 Nicolas Sucari: Have some more time to be fit

22 00:06:58.450 00:07:01.380 Nicolas Sucari: need to go to the gym. And yeah, start training.

23 00:07:01.980 00:07:04.829 Miguel de Veyra: Are you getting married in Argentina, too.

24 00:07:05.750 00:07:11.459 Nicolas Sucari: Yeah, yeah. Getting married here in yeah, like, 30 min away from the city. But yeah, here.

25 00:07:11.890 00:07:13.330 Miguel de Veyra: Oh, I see! I see!

26 00:07:15.200 00:07:15.740 Nicolas Sucari: Yep.

27 00:07:17.100 00:07:20.730 Nicolas Sucari: So I’m trying to get everything ready for that date.

28 00:07:21.660 00:07:23.649 Nicolas Sucari: A lot of people come to the wedding.

29 00:07:24.510 00:07:25.670 Miguel de Veyra: Is uton gonna come.

30 00:07:27.260 00:07:34.560 Nicolas Sucari: I think. Yes, he told me he was coming with his girlfriend, so I hope he comes. I don’t know.

31 00:07:35.704 00:07:38.939 Miguel de Veyra: The ticket from Philippines to Patagonia is like.

32 00:07:38.940 00:07:39.340 Nicolas Sucari: No.

33 00:07:39.340 00:07:41.310 Miguel de Veyra: $4,000 one way.

34 00:07:42.540 00:07:43.540 Nicolas Sucari: I know

35 00:07:44.476 00:07:50.610 Nicolas Sucari: but but if you if you want to come to like Buenos Aires, you should be able to find

36 00:07:51.330 00:07:55.390 Nicolas Sucari: I don’t know. Maybe something a little bit cheaper.

37 00:07:55.390 00:07:58.950 Miguel de Veyra: Oh, yeah, yeah. It’s like Manila to Buenos Aires.

38 00:07:59.450 00:08:02.500 Nicolas Sucari: I mean, obviously, you need to stop someplace.

39 00:08:02.500 00:08:03.090 Miguel de Veyra: Yeah.

40 00:08:04.940 00:08:05.560 Miguel de Veyra: Oh, yeah.

41 00:08:06.060 00:08:06.560 Miguel de Veyra: Cheaper.

42 00:08:07.470 00:08:14.759 Nicolas Sucari: I think it should be a little bit cheaper. But yeah, but yeah, it’s a long trip. Yeah. When I I went to yeah, I went to Thailand

43 00:08:14.980 00:08:17.850 Nicolas Sucari: there, but it’s seems a lot fine.

44 00:08:17.850 00:08:21.150 Miguel de Veyra: Yeah. It’s too long to look.

45 00:08:21.150 00:08:26.049 Nicolas Sucari: Too long. Yeah, it’s like 30 h flight, like, you need 2 or 3 Byte.

46 00:08:26.400 00:08:29.349 Nicolas Sucari: Yeah, you probably have to stop somewhere in Hawaii, you know.

47 00:08:30.620 00:08:36.070 Nicolas Sucari: So I I. When I went there I went 1st to Europe. I stayed like 3, 4 days in Europe.

48 00:08:36.070 00:08:37.139 Miguel de Veyra: Oh, you want others.

49 00:08:37.140 00:08:40.800 Nicolas Sucari: And then I, yeah. And then I travel to Thailand. So.

50 00:08:41.090 00:08:43.529 Miguel de Veyra: From your view in Dubai. No.

51 00:08:44.390 00:08:57.740 Nicolas Sucari: Yeah, yeah, you you need to. Or you stop in Dubai from here. You can like, you can go directly to Dubai. Or, yeah, doha, maybe I don’t know, and then stop there and then go directly to Thailand.

52 00:08:58.707 00:09:07.290 Miguel de Veyra: Yeah, because I I remember when I flew to Spain before it was from Manila to Doha, and then we went to. I think Barcelota will land.

53 00:09:07.430 00:09:09.460 Miguel de Veyra: There’s no direct flight. Yeah.

54 00:09:10.040 00:09:19.269 Nicolas Sucari: Maybe yes, or you can do the other way around. If you want to go to like Japan, you can do Buenos Aires like New York or Los Angeles.

55 00:09:20.168 00:09:22.159 Miguel de Veyra: And then, probably in Hawaii.

56 00:09:22.590 00:09:23.550 Nicolas Sucari: Yeah, exactly.

57 00:09:23.980 00:09:26.890 Miguel de Veyra: But that I don’t know. It’s expensive.

58 00:09:26.890 00:09:31.880 Nicolas Sucari: But yeah, it’s really expensive, because it’s a lot of yeah, it’s like the other.

59 00:09:31.880 00:09:34.550 Miguel de Veyra: Yeah, if you’re already in Hawaii, why not stop there now.

60 00:09:35.845 00:09:36.410 Nicolas Sucari: Yeah.

61 00:09:37.630 00:09:39.752 Miguel de Veyra: Yeah, okay,

62 00:09:40.680 00:09:46.819 Miguel de Veyra: glad to hear you’re doing good. Yeah. So this meeting, Uta wanted us to basically just

63 00:09:50.280 00:10:05.509 Miguel de Veyra: how do you say it like, clarify or not really clarify, but get feedback on. You know what we built like quite a few agents already, and I think the one that would suit you. The best is either the the ticket here, which basically creates tickets.

64 00:10:05.510 00:10:06.260 Nicolas Sucari: Yeah.

65 00:10:06.770 00:10:09.260 Miguel de Veyra: I’m not sure. Have you used it before or not yet?

66 00:10:09.260 00:10:24.259 Nicolas Sucari: I haven’t used it yet. Told me yesterday so I was gonna try it. Maybe we can try it. But yeah, guys, if you have something like that the ticket here, like, just yeah, let me know. And I can try all those things. Don’t wait

67 00:10:24.780 00:10:31.250 Nicolas Sucari: to have that ready? I can. Yeah, obviously try it. I’m creating tickets like almost every day right now.

68 00:10:31.690 00:10:32.640 Nicolas Sucari: Yeah, Michelle, the meeting.

69 00:10:32.640 00:10:33.180 Miguel de Veyra: You know.

70 00:10:33.830 00:10:39.850 Nicolas Sucari: Yeah, no, I do know. I mean, I already have, like my my chat, gpt, script that I use.

71 00:10:39.850 00:10:40.670 Miguel de Veyra: Oh, it’s.

72 00:10:40.670 00:10:48.910 Nicolas Sucari: Same format and all of that. But yeah, I mean, I need to give context every time about what’s the task that I’m writing?

73 00:10:49.537 00:10:55.939 Nicolas Sucari: Yeah. I mean, if we can do that directly from an agent through slack, that’s gonna be perfect. Yeah.

74 00:10:57.141 00:10:59.349 Miguel de Veyra: Casey, do you wanna demo.

75 00:11:01.440 00:11:01.760 Casie Aviles: Sure!

76 00:11:01.760 00:11:07.120 Miguel de Veyra: How it goes. I think what we can. Demo, is our meeting with Utam yesterday, and then we could just delete it.

77 00:11:08.960 00:11:10.850 Casie Aviles: For the ticket. Here, agent, right.

78 00:11:10.850 00:11:11.540 Miguel de Veyra: Yeah, yeah.

79 00:11:13.120 00:11:17.650 Casie Aviles: Okay, just going to share.

80 00:11:19.220 00:11:21.627 Casie Aviles: So over here.

81 00:11:22.800 00:11:27.740 Casie Aviles: basically we could tag the agent like this. So we have the ticket here, app

82 00:11:29.230 00:11:35.169 Casie Aviles: And then, Miguel, we we input like the the Transcript right meeting Transcript.

83 00:11:35.850 00:11:36.840 Miguel de Veyra: Yeah, yeah.

84 00:11:37.650 00:11:40.009 Casie Aviles: Okay, let me just look for.

85 00:11:42.040 00:11:48.419 Nicolas Sucari: So, how? How does this work like? I need to invite the agent to a channel or.

86 00:11:49.540 00:11:51.840 Miguel de Veyra: It’s already in certain channels.

87 00:11:52.260 00:12:00.600 Nicolas Sucari: Okay. So it’s it’s like an app, like, when I like, I need to like, give access to the Channel like, just like that, like when you do that with notion or any other one right.

88 00:12:00.860 00:12:01.460 Miguel de Veyra: Yep.

89 00:12:02.510 00:12:03.080 Nicolas Sucari: Okay.

90 00:12:03.470 00:12:07.180 Miguel de Veyra: We’re just trying to find one that we used it for.

91 00:12:11.100 00:12:15.130 Casie Aviles: Just looking for the latest one all right here.

92 00:12:17.400 00:12:18.530 Casie Aviles: So I,

93 00:12:18.720 00:12:24.369 Casie Aviles: what we do is typically, we get like one of the transcripts because we built it with

94 00:12:25.095 00:12:27.469 Casie Aviles: the Zoom agent in mind like.

95 00:12:28.550 00:12:29.580 Nicolas Sucari: Okay.

96 00:12:29.830 00:12:30.310 Casie Aviles: Yeah,

97 00:12:30.790 00:12:35.259 Nicolas Sucari: So I I have one that I have one that we can try. Let me check.

98 00:12:37.380 00:12:40.209 Nicolas Sucari: Where are these meetings?

99 00:12:42.290 00:12:49.039 Nicolas Sucari: Automation meeting was, I have a meeting yesterday between me, Payas and Bo.

100 00:12:49.540 00:12:51.260 Nicolas Sucari: Let me check if I can find that.

101 00:12:54.480 00:12:58.130 Nicolas Sucari: Where do we? Where do we get the meeting notes?

102 00:13:03.250 00:13:04.280 Nicolas Sucari: Or is this?

103 00:13:06.900 00:13:14.120 Nicolas Sucari: Okay? And what’s the the channel that we get? All of the meeting notes.

104 00:13:18.010 00:13:19.720 Casie Aviles: Oh, for device taking notes.

105 00:13:22.305 00:13:25.860 Casie Aviles: Which which meeting was this? A data team meeting.

106 00:13:27.273 00:13:31.149 Nicolas Sucari: It’s a meeting. It was a meeting between me Payas and Bo.

107 00:13:31.290 00:13:37.599 Nicolas Sucari: The title of the meeting was full. Parts skew next steps. Maybe we can find it with that.

108 00:13:40.620 00:13:45.059 Miguel de Veyra: Provide me that? 1, 2, 51 a year. Yeah, it could be that.

109 00:13:45.060 00:13:50.100 Nicolas Sucari: Oh, this one. Yeah, that one exactly. No, no, that’s the data team.

110 00:13:50.770 00:13:51.790 Nicolas Sucari: Let me check.

111 00:13:54.240 00:13:57.680 Nicolas Sucari: No, that’s the other thing. This is another one. Let me see if I can find

112 00:13:59.790 00:14:03.060 Nicolas Sucari: in the data team. Okay, maybe. Let me see.

113 00:14:03.060 00:14:09.250 Casie Aviles: Yeah, because for data meetings, right now, I only sent to the data team channel.

114 00:14:10.870 00:14:16.999 Nicolas Sucari: Okay, zoom summarizer. Yeah. But if I if you go to the zoom, if I go to zoom summarizer

115 00:14:17.610 00:14:21.990 Nicolas Sucari: like, can I access and see, like all the meetings that the zoom summarizer has.

116 00:14:23.050 00:14:26.070 Casie Aviles: Oh, no, it no, we can’t do that for now.

117 00:14:26.540 00:14:31.660 Casie Aviles: So it’s only through the channels that it’s added.

118 00:14:31.970 00:14:32.630 Miguel de Veyra: Yeah.

119 00:14:32.630 00:14:41.685 Nicolas Sucari: Oh, okay, okay, but I have the meeting recorded like, if I go to zoom like

120 00:14:43.370 00:14:46.870 Nicolas Sucari: if I access zoom, I can get the Transcript and everything

121 00:14:50.460 00:14:53.029 Nicolas Sucari: is that possible like, get the

122 00:14:53.310 00:14:55.019 Nicolas Sucari: like. If I gave you the

123 00:14:55.714 00:15:05.749 Nicolas Sucari: everything you can. Yeah, the Transcript or the meeting anything you need. Can you run like the same process to get that zoom summarizer, and let’s try to use the ticket here. There.

124 00:15:06.573 00:15:09.810 Miguel de Veyra: Yeah, Casey, there’s a manual input right for zoom summarizer.

125 00:15:11.105 00:15:11.610 Casie Aviles: Yes.

126 00:15:11.820 00:15:15.329 Miguel de Veyra: Let’s just do that. Nico. If you could send it over to the.

127 00:15:15.880 00:15:16.210 Nicolas Sucari: Cheers.

128 00:15:16.400 00:15:18.060 Miguel de Veyra: And then we’ll process it.

129 00:15:21.030 00:15:29.300 Nicolas Sucari: Wait, so copy. Let let me send it to you, Miguel, like this is what

130 00:15:29.430 00:15:31.209 Nicolas Sucari: this is, this this Zoom Meeting.

131 00:15:36.340 00:15:38.070 Nicolas Sucari: and you can send it to. There.

132 00:15:44.970 00:15:48.109 Miguel de Veyra: Isef. Do you have a way to get the transcript of this?

133 00:15:51.090 00:15:55.169 Miguel de Veyra: Oh, where’s the where? I’ll send it in a bit?

134 00:15:55.310 00:15:57.119 Miguel de Veyra: Yeah, yeah, this one.

135 00:15:57.530 00:16:00.279 Miguel de Veyra: It’s only a link, for now, I guess download files.

136 00:16:00.710 00:16:07.320 Nicolas Sucari: That. Yeah, that link is like, you have all the recording. If you wanna, what do you need? You need the Transcript. I can send the transcript file if you want.

137 00:16:10.480 00:16:10.810 Miguel de Veyra: Yeah.

138 00:16:10.810 00:16:12.030 Casie Aviles: File would be good.

139 00:16:12.030 00:16:13.679 Miguel de Veyra: Yeah, the transcript would be nice.

140 00:16:22.340 00:16:27.580 Nicolas Sucari: What’s these? I’ll send it to the to our channel. Pma, item

141 00:16:31.000 00:16:33.910 Nicolas Sucari: is the transcript. Isn’t this kind of

142 00:16:35.972 00:16:41.030 Nicolas Sucari: yeah. Format is what I download from Zoom directly.

143 00:18:04.270 00:18:07.390 Nicolas Sucari: Let me know if you’re able. If not, we can try a different way.

144 00:18:08.350 00:18:09.040 Nicolas Sucari: Okay.

145 00:18:11.710 00:18:13.630 Miguel de Veyra: Okay, yeah, that should be.

146 00:18:13.790 00:18:14.470 Miguel de Veyra: And.

147 00:18:16.200 00:18:20.890 Nicolas Sucari: But how does this work? It gets the from the zoom summarizer.

148 00:18:21.030 00:18:25.259 Nicolas Sucari: It gets the the transcript.

149 00:18:25.410 00:18:25.980 Miguel de Veyra: Yep.

150 00:18:27.160 00:18:34.359 Nicolas Sucari: And then, if I like, use the ticket here on the same thread, it should create like directly a task in notion.

151 00:18:35.376 00:18:46.990 Miguel de Veyra: It’s gonna ask you, hey, is this the correct, you know? Is this the correct details about the ticket you do have to post like this the summary of the Transcript. You still have to give it to the ticket here.

152 00:18:47.680 00:18:48.500 Nicolas Sucari: Okay. Okay.

153 00:18:48.500 00:19:04.859 Miguel de Veyra: So it’s copy paste and tag the ticket here, copy paste, and then it’s gonna give you like, hey? We do. We saw like 3 or 4 tasks. And then here’s the details for that right now, though it’s that ticket here is. It’s only configured for the AI team, so

154 00:19:05.680 00:19:06.370 Miguel de Veyra: it can only.

155 00:19:07.135 00:19:07.900 Nicolas Sucari: Task.

156 00:19:08.100 00:19:10.679 Nicolas Sucari: It’s gonna go to the AI department right?

157 00:19:10.920 00:19:18.150 Miguel de Veyra: Yeah. So the AI department and cause you can also assign the people. But it’s only for me, Casey and Utop, for now I can add the rest.

158 00:19:19.256 00:19:23.060 Nicolas Sucari: It shouldn’t be that hard. But the biggest thing that I think.

159 00:19:23.240 00:19:30.040 Miguel de Veyra: Why we can consider, is it not working is because right now there’s no way for us to assign it to a client.

160 00:19:31.190 00:19:31.860 Nicolas Sucari: Okay.

161 00:19:32.060 00:19:36.529 Miguel de Veyra: So we want. We want to work on that. But so far no luck for our end.

162 00:19:36.940 00:19:48.269 Nicolas Sucari: But why? Why don’t you guys like use like to? It’s impossible to add to that like agent to ask questions in the same thread, like what is the client, and we can give the name of the client.

163 00:19:49.180 00:19:50.090 Nicolas Sucari: and that.

164 00:19:50.625 00:19:53.180 Miguel de Veyra: That. That’s the limitation of us, and.

165 00:19:53.180 00:19:53.760 Nicolas Sucari: Oh, okay.

166 00:19:53.760 00:19:57.760 Miguel de Veyra: To slack, because, you know, we can’t really manage the sessions.

167 00:19:58.620 00:19:59.180 Nicolas Sucari: Okay.

168 00:19:59.180 00:19:59.740 Casie Aviles: Yeah.

169 00:20:02.063 00:20:05.380 Casie Aviles: So I, I got the summary from

170 00:20:07.214 00:20:10.909 Casie Aviles: full parts meeting. So I’m going to send it right now to ticket here.

171 00:20:13.300 00:20:13.940 Nicolas Sucari: Perfect.

172 00:20:17.200 00:20:21.890 Casie Aviles: Send, and I it would send this reply. So, for example.

173 00:20:23.120 00:20:24.580 Nicolas Sucari: No.

174 00:20:25.460 00:20:26.220 Casie Aviles: I think.

175 00:20:29.900 00:20:31.309 Nicolas Sucari: Okay. But it gives you.

176 00:20:33.040 00:20:36.619 Casie Aviles: Oh, this is from the 1st test that we were doing.

177 00:20:39.780 00:20:41.300 Casie Aviles: Yeah, there’s an error.

178 00:20:45.510 00:20:50.080 Miguel de Veyra: Can you try? Confirm again, just confirm it again.

179 00:20:50.760 00:20:52.010 Miguel de Veyra: See what happens.

180 00:20:59.610 00:21:02.410 Miguel de Veyra: But this ticket here, Nicole, like the

181 00:21:03.070 00:21:07.569 Miguel de Veyra: like. The top priority for you right now, or is it the zoom summarize, or is it something else?

182 00:21:08.210 00:21:11.319 Miguel de Veyra: No, no, for me, it’s a ticket here. Yeah, I mean.

183 00:21:11.580 00:21:18.979 Nicolas Sucari: Do you want like? While maybe, Casey, you keep trying to figure out this you want me to share how like it’s my process, on

184 00:21:19.330 00:21:21.190 Nicolas Sucari: on creating tasks.

185 00:21:21.860 00:21:22.180 Miguel de Veyra: Yeah.

186 00:21:22.180 00:21:37.970 Casie Aviles: Yes, because one of the things we want to do is to define success metrics, and we want to be able to measure like how long you did it manually before, and how, and compare it against like the automated time. Yes.

187 00:21:38.493 00:21:43.309 Miguel de Veyra: Casey, it should work now, my bad, I I added, like an extra note on the end

188 00:21:43.450 00:21:48.189 Miguel de Veyra: for testing. But yeah, it should theoretically work. Now.

189 00:21:49.670 00:21:50.300 Casie Aviles: Okay.

190 00:21:52.980 00:21:55.760 Miguel de Veyra: Wait. Did I save it already? Okay, I saved already.

191 00:21:57.630 00:21:58.520 Casie Aviles: I’m just, yeah.

192 00:21:59.790 00:22:00.670 Miguel de Veyra: Yeah, yeah, it’s fine.

193 00:22:00.670 00:22:01.220 Nicolas Sucari: Okay.

194 00:22:10.600 00:22:13.779 Nicolas Sucari: I’m not in that channel. Right? AI test challenge.

195 00:22:42.240 00:22:47.840 Nicolas Sucari: And where where these tasks like gets created in the board, in the AI, and that are like that.

196 00:22:47.840 00:22:50.009 Miguel de Veyra: Yeah, in the AI and data dashboard.

197 00:22:50.870 00:22:52.869 Nicolas Sucari: Okay, we even know. Client, right?

198 00:22:55.050 00:22:59.279 Nicolas Sucari: Sorry. What with? With no, with no, no client assigned. Okay.

199 00:22:59.280 00:23:01.580 Miguel de Veyra: Yeah. Yeah. No design client for now.

200 00:23:07.760 00:23:13.070 Nicolas Sucari: And with with the department property all tagged or not tagged on it.

201 00:23:14.320 00:23:18.930 Miguel de Veyra: And there you go. There you now it shows you interesting tickets.

202 00:23:19.390 00:23:26.279 Casie Aviles: Yeah. But this is for, like the 1st one that we did, it’s not related to the pool parts one. So that’s 1 issue that we should

203 00:23:26.460 00:23:27.549 Casie Aviles: take note of.

204 00:23:28.080 00:23:28.680 Miguel de Veyra: Yeah.

205 00:23:29.434 00:23:31.870 Casie Aviles: But yeah, let me try with again with

206 00:23:32.040 00:23:37.030 Casie Aviles: cool parts. This one’s for our meeting. Yesterday ait meeting.

207 00:23:37.230 00:23:38.429 Miguel de Veyra: Okay, okay, got it.

208 00:23:40.640 00:23:42.800 Casie Aviles: But it should look like this, where.

209 00:23:43.410 00:23:44.270 Miguel de Veyra: Shows you yeah, okay.

210 00:23:44.270 00:23:45.129 Casie Aviles: You a link.

211 00:23:45.490 00:23:46.110 Nicolas Sucari: Yeah.

212 00:23:50.680 00:23:58.929 Casie Aviles: Okay. So this is like, these are the tasks that are related to the 4 parts meeting.

213 00:23:59.120 00:23:59.760 Miguel de Veyra: Yeah.

214 00:23:59.760 00:24:00.350 Nicolas Sucari: Yeah.

215 00:24:01.390 00:24:06.689 Nicolas Sucari: If I need to. Yeah, if I need to change some of those one, then I can change directly in the

216 00:24:07.540 00:24:12.689 Nicolas Sucari: in the board. I think right like, it’s like, I cannot like interact with this agent right?

217 00:24:13.286 00:24:15.570 Miguel de Veyra: You could. For example.

218 00:24:16.190 00:24:17.660 Nicolas Sucari: Let’s add.

219 00:24:17.660 00:24:31.579 Nicolas Sucari: But yeah, if let’s say like these asks, I don’t want the 1st task. This is the 1st task. Let’s say right, like, I just want to get here to create the second one, not the 1st one. How how could I do that like, I just need to say.

220 00:24:33.070 00:24:40.680 Miguel de Veyra: Yeah, just tag Casey, just like that, you know. Let’s just work on the second one. Let’s skip the 1st one and just work create the second thought, something like that.

221 00:24:45.430 00:24:46.900 Miguel de Veyra: It should do it.

222 00:24:47.030 00:24:49.590 Miguel de Veyra: But again, it it won’t work as

223 00:24:49.760 00:24:52.239 Miguel de Veyra: yeah. Now it’s gonna ask you for more details.

224 00:25:00.200 00:25:02.299 Nicolas Sucari: Do you want me to add, or.

225 00:25:02.300 00:25:03.380 Miguel de Veyra: Yeah, yeah, that would be great.

226 00:25:03.380 00:25:04.210 Nicolas Sucari: Say.

227 00:25:05.346 00:25:12.750 Nicolas Sucari: continually, I’m matching skews across platforms. Okay? They say we need let me write and send it to you guys in this channel. Okay.

228 00:25:12.750 00:25:13.449 Miguel de Veyra: Okay. True.

229 00:25:13.450 00:25:14.080 Casie Aviles: Bye, Buddy.

230 00:25:19.298 00:25:26.860 Nicolas Sucari: Pma team. Let’s say, let’s say, what do you need a background call specific background.

231 00:25:32.310 00:25:33.510 Nicolas Sucari: master?

232 00:25:34.570 00:25:35.380 Nicolas Sucari: You.

233 00:25:36.740 00:25:37.830 Nicolas Sucari: Okay.

234 00:25:55.310 00:25:57.189 Miguel de Veyra: Pm. Work isn’t easy now, Nico.

235 00:25:59.130 00:26:00.840 Miguel de Veyra: He’s decent, easy.

236 00:26:02.032 00:26:06.869 Nicolas Sucari: And you are like usually trying to figure out what’s going on everywhere.

237 00:26:06.870 00:26:07.639 Miguel de Veyra: Yeah, because I.

238 00:26:07.640 00:26:23.229 Nicolas Sucari: I don’t like. I don’t. I don’t like spend time like coding right like, if you get the task you need. I know what I need to do. I know what the goal is. Gonna be for me, it’s more like figuring out what the client needs, how to translate that to the team how to translate that back to the client, but that is ready.

239 00:26:23.610 00:26:24.350 Miguel de Veyra: Yeah, I understand.

240 00:26:26.030 00:26:31.810 Miguel de Veyra: Yeah, because right now, I, I’m basically pming the entire like AI side of things.

241 00:26:31.990 00:26:35.329 Miguel de Veyra: And then I’m also developing as like.

242 00:26:35.910 00:26:37.900 Miguel de Veyra: yeah it gets. I don’t know.

243 00:26:39.250 00:26:45.190 Miguel de Veyra: It was exciting at first, st but yeah, it’s fun. But you know, a bit overwhelming.

244 00:26:47.660 00:26:48.360 Nicolas Sucari: Yeah.

245 00:26:48.360 00:26:57.712 Miguel de Veyra: I was. Gonna ask you how you I was gonna ask you like last week for some advices. But when I heard that you were on like a trip. I was like, yeah, next week.

246 00:27:00.420 00:27:04.440 Nicolas Sucari: Yeah, but let me know if you need any help, I can help you figure out stuff.

247 00:27:06.540 00:27:16.030 Nicolas Sucari: deliverables. I’m done with these. Give me a minute. Deliverable these top 20 skews

248 00:27:18.090 00:27:21.540 Nicolas Sucari: sheet in Google sheet file

249 00:27:47.260 00:27:49.190 Nicolas Sucari: and dependencies.

250 00:28:14.660 00:28:17.320 Nicolas Sucari: Okay, try sending that to the

251 00:28:18.360 00:28:23.870 Nicolas Sucari: to the To ticket here, there. I send it in our channel. Pma it, Daisy.

252 00:28:25.570 00:28:26.440 Casie Aviles: Okay. Sure.

253 00:28:30.370 00:28:34.120 Nicolas Sucari: I don’t know what’s happening with your screen, but I’m seeing. Are you seeing the same as.

254 00:28:34.120 00:28:36.589 Miguel de Veyra: Yeah, yeah, there’s like gray blockers.

255 00:28:37.130 00:28:38.700 Miguel de Veyra: I think it’s the zoom controls.

256 00:28:39.030 00:28:39.430 Casie Aviles: Really.

257 00:28:39.430 00:28:39.910 Nicolas Sucari: Maybe.

258 00:28:40.130 00:28:42.560 Casie Aviles: Let me stop, share, and then reshare.

259 00:28:44.860 00:28:48.149 Miguel de Veyra: Like. Sometimes it blocks like 1 3rd of your skin.

260 00:28:51.250 00:28:52.500 Miguel de Veyra: It’s still there.

261 00:28:53.050 00:28:54.119 Nicolas Sucari: And see what.

262 00:28:56.420 00:28:57.110 Casie Aviles: Hmm!

263 00:28:57.690 00:29:00.910 Casie Aviles: What about now? I mean, this is what I said here on the right.

264 00:29:01.140 00:29:03.090 Miguel de Veyra: Yeah, yeah, that’s fine. That’s fine.

265 00:29:03.480 00:29:04.490 Miguel de Veyra: Oh, there you go!

266 00:29:07.440 00:29:13.749 Nicolas Sucari: Hmm, okay. It says it was an error, but it was like, I think it’s good right.

267 00:29:16.481 00:29:19.490 Miguel de Veyra: Yeah, I think the specifications.

268 00:29:19.600 00:29:21.460 Miguel de Veyra: I am pretty good.

269 00:29:22.020 00:29:24.890 Nicolas Sucari: Yes, locations are pretty good, but on the topics

270 00:29:25.260 00:29:27.479 Nicolas Sucari: there was an error in processing the ticket.

271 00:29:27.480 00:29:29.250 Miguel de Veyra: Yeah, let me see what happened there.

272 00:29:30.940 00:29:32.779 Miguel de Veyra: It succeeded here.

273 00:29:33.380 00:29:35.070 Nicolas Sucari: Yeah, but the specifications are good.

274 00:29:35.680 00:29:40.320 Miguel de Veyra: Okay response in EW.

275 00:29:40.700 00:29:46.559 Miguel de Veyra: Oh, oh, yeah, yeah, it’s it’s gonna throw an error because the the people aren’t there, mate.

276 00:29:49.280 00:29:50.199 Casie Aviles: They’re not going to get.

277 00:29:50.200 00:29:51.040 Nicolas Sucari: Oh, okay.

278 00:29:51.040 00:29:58.809 Miguel de Veyra: Yeah, yeah, like the people. The these people aren’t in the agent yet. They don’t. So I’m blocking it from sending.

279 00:29:59.210 00:30:00.830 Miguel de Veyra: So it’s not randomized

280 00:30:02.404 00:30:09.210 Miguel de Veyra: the ids, yeah, yeah, I know it won’t create the ticket because it’s gonna block it, since, you know. No assigning.

281 00:30:15.060 00:30:28.410 Miguel de Veyra: But yeah, this should. This should be like a quick fix. I’ll just add, just give me Nicole. Like all the team members you have in data team, and then I’ll get their notion ids, because we have to input it there right now, it’s only for and.

282 00:30:28.410 00:30:30.959 Nicolas Sucari: What? What do you need? The notion? Ids.

283 00:30:31.590 00:30:35.369 Miguel de Veyra: No, it’s a bit hard to get the notion, ids, or do you have it.

284 00:30:36.730 00:30:39.639 Nicolas Sucari: I think I have them. But let me go to settings.

285 00:30:39.640 00:30:40.540 Miguel de Veyra: Yeah, yeah, that would be great.

286 00:30:40.540 00:30:40.930 Nicolas Sucari: Cool.

287 00:30:40.930 00:30:42.070 Miguel de Veyra: Have to run the code.

288 00:30:44.800 00:30:46.610 Nicolas Sucari: How do you get the okay?

289 00:30:47.290 00:30:50.760 Nicolas Sucari: Like, it’s the email or the just name. And.

290 00:30:50.940 00:30:53.359 Miguel de Veyra: No, no, it’s the Id. It’s different.

291 00:30:54.240 00:30:57.950 Nicolas Sucari: And how? Where do you get that like? I’m in settings right now. I’m seeing the people.

292 00:30:57.950 00:31:01.080 Miguel de Veyra: It’s not in settings. I think I had to run a code to do it.

293 00:31:01.900 00:31:05.400 Nicolas Sucari: Oh, no, okay. So no, I I can give you the emails if you want.

294 00:31:05.400 00:31:11.420 Miguel de Veyra: Yeah, yeah, just the the emails of names. And then, I can just collect all users. And then, yeah, I’ll figure it out from there.

295 00:31:11.540 00:31:18.300 Nicolas Sucari: Okay, so I’m gonna start writing here. This is so, Luke.

296 00:31:19.750 00:31:22.609 Nicolas Sucari: But look, is Ryan.

297 00:31:30.440 00:31:33.240 Miguel de Veyra: Let me let me run it.

298 00:32:14.860 00:32:16.429 Miguel de Veyra: That’s no fun.

299 00:32:41.260 00:32:44.639 Nicolas Sucari: Was. Utami is already there, right.

300 00:32:45.260 00:32:46.959 Miguel de Veyra: Yes, yes, potentially here.

301 00:32:47.630 00:32:49.279 Nicolas Sucari: Roberts, who or not.

302 00:32:49.870 00:32:52.520 Miguel de Veyra: No, no, not yet. Only me. Casey and Luton.

303 00:32:56.670 00:32:59.729 Nicolas Sucari: Think that’s all. It’s gonna add mine, too.

304 00:33:07.540 00:33:16.890 Miguel de Veyra: I’ll give you the Json file, Casey, here are all.

305 00:33:17.090 00:33:19.569 Miguel de Veyra: I’ll just send it into the Phai team.

306 00:33:22.080 00:33:23.670 Miguel de Veyra: Yeah, there you go.

307 00:33:25.910 00:33:31.570 Casie Aviles: Okay, got it. So for this, Json, this will be

308 00:33:31.840 00:33:33.680 Casie Aviles: on any 10. I will paste it.

309 00:33:34.757 00:33:36.980 Miguel de Veyra: I wouldn’t put everything to be honest.

310 00:33:37.380 00:33:43.199 Miguel de Veyra: Cause like Scott Harmon is there? Zapier, Zapier get sync make.

311 00:33:43.780 00:33:49.270 Miguel de Veyra: I’ll only put like the actual people, so it doesn’t hallucinate like Halim won’t be there.

312 00:33:54.360 00:33:55.930 Nicolas Sucari: Yeah, where did you get this from?

313 00:33:56.430 00:33:58.059 Miguel de Veyra: You have to run a code for it.

314 00:33:58.940 00:33:59.590 Nicolas Sucari: Okay.

315 00:34:02.440 00:34:07.189 Miguel de Veyra: So yeah, I I will reconvene with you. I’m not sure when you’ll be free.

316 00:34:08.560 00:34:11.429 Miguel de Veyra: but I think Utham will be absent tomorrow or Thursday.

317 00:34:12.429 00:34:19.760 Nicolas Sucari: Yeah, maybe yeah, gonna be working. I don’t know. But but today, I’m here.

318 00:34:20.100 00:34:23.630 Nicolas Sucari: Yeah, I mean, I’m here today. Every every day.

319 00:34:23.830 00:34:24.460 Miguel de Veyra: Okay. Okay.

320 00:34:24.734 00:34:33.509 Nicolas Sucari: So like around. If you want to talk later. Today, I’m here. If you want, I can show you real quick. What are the fields that I use for for these tasks.

321 00:34:34.389 00:34:36.749 Miguel de Veyra: Okay, yeah. Sure. That would be great.

322 00:34:37.280 00:34:38.999 Nicolas Sucari: Let me just share.

323 00:34:40.260 00:34:43.840 Casie Aviles: Yeah. And also, do we want to establish like

324 00:34:44.719 00:34:49.550 Casie Aviles: for the metrics that we want to measure? We also want to establish here.

325 00:34:51.679 00:35:08.029 Nicolas Sucari: Yeah, I I don’t think like the time, like how long it takes to create a task, because for me it’s like super quick. But I will look into more like if the task tasks are accurate. I don’t know how we can do that, but or maybe we can measure like the amount of tasks created

326 00:35:08.279 00:35:21.729 Nicolas Sucari: by the ticket here. Like on percentage from the total tasks created right? So if that’s like the the measure that will let us know. How much are we using the ticket here at all? Right.

327 00:35:23.130 00:35:23.580 Casie Aviles: Okay, so.

328 00:35:23.580 00:35:30.419 Nicolas Sucari: So how? What I? What I do? Yeah, what I do to create task is right now, I’m in the executive overview. But I usually go to the

329 00:35:30.910 00:35:31.260 Nicolas Sucari: but

330 00:35:31.260 00:35:39.890 Nicolas Sucari: data homepage. Because it’s easier. I just like know all the clients and all of the data tasks that we have here

331 00:35:40.530 00:35:41.990 Nicolas Sucari: once it loads.

332 00:35:44.190 00:35:51.100 Nicolas Sucari: So I have here per client and I just like I don’t know. Let’s say I need to create something for pool parts.

333 00:35:51.440 00:36:01.409 Nicolas Sucari: I can see here all of the tasks that we have which ones are done which was not. And I just create a new page. For the new page is just like test

334 00:36:02.610 00:36:03.590 Nicolas Sucari: task.

335 00:36:05.250 00:36:08.430 Nicolas Sucari: So this I open this once it’s created.

336 00:36:08.560 00:36:13.970 Nicolas Sucari: I add the like. The correct title, I add, who is assigned to the to the task. The client

337 00:36:14.505 00:36:23.359 Nicolas Sucari: I change the status. If I need to change the status or anything. Here I add the task type like here. This is something that I usually manually input

338 00:36:23.984 00:36:28.470 Nicolas Sucari: also the project like adding pool parts, for example.

339 00:36:29.091 00:36:36.899 Nicolas Sucari: due date. If I have the due date. Also, I, I added, and then I just copy paste. What I have from Chat Gpt. If I go to chat, gpt here.

340 00:36:37.020 00:36:40.319 Nicolas Sucari: what I am doing is creation of tasks.

341 00:36:41.439 00:36:52.910 Nicolas Sucari: And I, I have like this. For example, I I just share something like I need to create a new task about looking into the issue had that 5 turn level and that stuff, and I already have, like this format.

342 00:36:53.280 00:37:02.110 Nicolas Sucari: where I add, like description, investigation steps in this case, attachments next actions. But you can see, like all of these here.

343 00:37:02.340 00:37:03.860 Nicolas Sucari: I don’t know.

344 00:37:04.030 00:37:16.199 Nicolas Sucari: Like I, I created a different one where I give a little bit of notes on the stuff that I need, and I got everything like this like in my own format. And I just like copy paste this into notion.

345 00:37:18.060 00:37:24.850 Nicolas Sucari: I let’s say, I need to create the one for pull parts. Let me go back to here. Copy these.

346 00:37:25.110 00:37:26.540 Nicolas Sucari: I sent to you guys.

347 00:37:28.350 00:37:40.820 Nicolas Sucari: Okay, so let’s say, I, I need to create a new task or pool parts about these right.

348 00:37:41.370 00:37:42.060 Casie Aviles: Hold on!

349 00:37:43.030 00:37:44.540 Nicolas Sucari: Just send these. Look.

350 00:37:46.600 00:37:48.649 Nicolas Sucari: That’s why I’m saying that is fast.

351 00:37:50.170 00:37:50.950 Miguel de Veyra: Yeah.

352 00:37:55.280 00:37:58.789 Nicolas Sucari: Do you think there’s like a need to overhaul this process?

353 00:38:00.480 00:38:05.009 Nicolas Sucari: I mean, if we have the ticket here on slack directly, that should be like super fast.

354 00:38:05.280 00:38:05.730 Miguel de Veyra: Oh, okay.

355 00:38:05.730 00:38:08.619 Nicolas Sucari: Because everything everything is going to go through there.

356 00:38:08.966 00:38:15.819 Nicolas Sucari: So yeah, like, let’s go ahead with the ticket here. If you if you told me to start using. I’ll start using the ticket here and stop using this.

357 00:38:16.350 00:38:18.150 Miguel de Veyra: Okay. Okay, okay, yeah. We’ll.

358 00:38:18.150 00:38:26.270 Nicolas Sucari: We just we just need to check right now, like, put them created some templates.

359 00:38:26.630 00:38:27.120 Miguel de Veyra: Yeah.

360 00:38:27.120 00:38:27.870 Nicolas Sucari: I can.

361 00:38:27.990 00:38:35.379 Nicolas Sucari: Yeah, here, these templates. So maybe we need to check if the ticket here can include these these templates. Okay.

362 00:38:35.380 00:38:49.960 Miguel de Veyra: Yeah. Right now, it’s only on like the new AI one, because that’s the only thing it’s running. But I guess, Casey, what happens now is like there’s gonna be multiple workflows for each now, or do we just lay out.

363 00:38:51.240 00:38:58.961 Casie Aviles: Yeah, yeah, we could look into it first.st But yeah, I want to focus 1st on being able to create the tickets. And

364 00:39:00.120 00:39:02.640 Miguel de Veyra: The correct person, because there’s no

365 00:39:03.310 00:39:07.559 Miguel de Veyra: correct. I mean correct person, correct client, because otherwise there’s no point.

366 00:39:08.790 00:39:18.301 Nicolas Sucari: Okay, yeah. But if if it if like, if we can find also like a process to create the task, even though it’s not for the correct client like we should have, maybe

367 00:39:18.890 00:39:25.620 Nicolas Sucari: like an inbox of new tasks from the ticket here, and then I can assign manually the client and everything else. Right? What do you think.

368 00:39:26.490 00:39:30.689 Miguel de Veyra: Yeah, we could do something like that, at least for start.

369 00:39:30.690 00:39:48.920 Nicolas Sucari: I mean, I know, I know. Yeah, at least for a start, and see like how these tasks are being created and how much we can use the ticket here like that could be something real quick, like I can create an a new page or a new view of these, with like new tasks coming from the ticket here. We just need to identify them.

370 00:39:49.390 00:39:51.529 Nicolas Sucari: Yeah, I don’t know how, but.

371 00:39:51.530 00:39:52.100 Miguel de Veyra: And there’s.

372 00:39:52.100 00:39:53.300 Nicolas Sucari: Can’t identify them.

373 00:39:54.045 00:39:55.785 Miguel de Veyra: I I created like

374 00:39:56.550 00:40:03.260 Miguel de Veyra: if something is, if a ticket is created by ticket here, the status reason will be created by ticket here.

375 00:40:03.710 00:40:05.590 Miguel de Veyra: Just so. We know that it is created.

376 00:40:05.865 00:40:06.690 Nicolas Sucari: Just a reason!

377 00:40:06.960 00:40:08.230 Miguel de Veyra: Yeah, yeah. So there should be a.

378 00:40:08.230 00:40:10.169 Nicolas Sucari: Okay, yeah, so we we can do that.

379 00:40:10.620 00:40:22.599 Nicolas Sucari: Yeah, this is in the AI one. But that was recent. Okay, created by tickets here. Okay, yeah, we can add a filter that if it is, if we find this included, we just have that list. And then we can like change stuff.

380 00:40:23.080 00:40:23.920 Miguel de Veyra: Yeah, yeah.

381 00:40:23.920 00:40:24.260 Nicolas Sucari: Thank you.

382 00:40:24.260 00:40:26.350 Miguel de Veyra: Yeah. A good start. Yeah, okay.

383 00:40:28.390 00:40:36.799 Nicolas Sucari: Yeah. And we can measure that. We can see how many tasks are being created by the ticket here. And that’s like a good measure to see how much are we using that right.

384 00:40:36.800 00:40:38.089 Miguel de Veyra: Yeah, yeah, definitely.

385 00:40:38.090 00:40:38.900 Casie Aviles: Yes.

386 00:40:40.200 00:40:40.620 Miguel de Veyra: Okay.

387 00:40:40.620 00:40:41.240 Nicolas Sucari: Okay.

388 00:40:41.410 00:40:42.219 Miguel de Veyra: Yeah, let me know.

389 00:40:42.220 00:40:49.730 Nicolas Sucari: Guys. If yeah, when you’re gonna be able to have something that I can start using and just let me know. And I’ll start using it. Okay.

390 00:40:50.460 00:40:58.020 Miguel de Veyra: Okay, yeah. We’ll keep you posted definitely. Okay. Productive call today. Thanks. Thanks. Nico. Have a good day.

391 00:40:58.310 00:40:59.389 Casie Aviles: Thank you very much. Guys.

392 00:40:59.390 00:40:59.770 Nicolas Sucari: Bye, bye.

393 00:40:59.770 00:41:00.680 Miguel de Veyra: Alright, bye-bye.