Meeting Title: AI Team | Planning - Retro Date: 2025-04-08 Meeting participants: Miguel De Veyra, Casie Aviles, Amber Lin


WEBVTT

1 00:01:29.550 00:01:30.610 Amber Lin: Hello!

2 00:01:33.570 00:01:34.730 Casie Aviles: Hey! Good morning!

3 00:01:35.560 00:01:42.250 Amber Lin: Good morning. Let’s do this. Ai team.

4 00:01:42.770 00:01:46.389 Amber Lin: Let me open my linear and share my screen.

5 00:01:48.350 00:01:51.530 Amber Lin: Can you guys hear the trash trucks outside.

6 00:01:53.130 00:01:53.810 Casie Aviles: Oh no!

7 00:01:54.340 00:02:00.080 Amber Lin: I see. Okay, so this is what we have here.

8 00:02:00.530 00:02:08.420 Amber Lin: We have a 2 week sprint, right? So I guess we could think a little bit about what we?

9 00:02:08.759 00:02:17.670 Amber Lin: What do we want to achieve at the end? 2 weeks. What do we want? Say, if we have a presentation to the company. What do we want to say? We got done.

10 00:02:18.570 00:02:19.760 Miguel de Veyra: Next Friday.

11 00:02:20.933 00:02:28.529 Amber Lin: In 2 weeks, I suppose because we could run a 2 week sprint, because I think a lot of the things we want to get done takes a while right.

12 00:02:28.880 00:02:29.600 Miguel de Veyra: Yeah.

13 00:02:33.270 00:02:36.160 Amber Lin: How can I share my whole screen?

14 00:02:37.790 00:02:39.170 Amber Lin: There we go.

15 00:02:40.020 00:02:41.050 Amber Lin: So

16 00:02:48.340 00:02:52.870 Amber Lin: what do we want to achieve by 2 weeks? So next next Friday.

17 00:02:59.580 00:03:03.517 Casie Aviles: At the top of my head. I think we should be able to have, like

18 00:03:04.020 00:03:07.969 Casie Aviles: an agent. As a result of getting all those data from Zoom in slack.

19 00:03:19.120 00:03:24.649 Amber Lin: Is that going to be a client agent, or what is that going to be.

20 00:03:26.230 00:03:27.600 Miguel de Veyra: It’s an internal agent.

21 00:03:33.350 00:03:38.840 Amber Lin: What does that? What does that mean? Like, who is our use user.

22 00:03:40.710 00:03:44.000 Miguel de Veyra: Bye, I mean, right? Now, yeah, go guys.

23 00:03:44.400 00:03:49.999 Casie Aviles: Yeah, I mean going back to the I think it was the data team, right? Part of the data team roadmap.

24 00:03:52.820 00:03:54.980 Casie Aviles: Like they should be able to.

25 00:03:55.300 00:03:57.759 Amber Lin: Message, the or or like.

26 00:03:57.900 00:04:04.010 Casie Aviles: Chat the zoom summarizer. But talk about like the meeting transcript.

27 00:04:04.520 00:04:05.240 Amber Lin: Hmm.

28 00:04:05.850 00:04:07.440 Casie Aviles: Because right now it’s not.

29 00:04:07.950 00:04:10.729 Casie Aviles: It’s not a feature that we’ve implemented.

30 00:04:16.986 00:04:19.120 Amber Lin: Data team.

31 00:04:19.709 00:04:21.000 Amber Lin: There we go.

32 00:04:23.550 00:04:25.040 Amber Lin: Yeah.

33 00:04:26.130 00:04:30.670 Casie Aviles: I think that was part of the quick wins section, or that’s true.

34 00:04:33.250 00:04:35.660 Amber Lin: Zoom request summarizer bot.

35 00:04:36.070 00:04:36.960 Casie Aviles: Oh, yeah. Yeah.

36 00:04:37.220 00:04:38.040 Amber Lin: Yeah.

37 00:04:41.600 00:04:45.809 Miguel de Veyra: Casey is it? Doesn’t the AI team already have like a zoom server? Is it.

38 00:04:47.050 00:04:53.019 Casie Aviles: Yeah, we do. But I think I I guess the one that’s lacking is the ability to chat

39 00:04:53.250 00:04:55.979 Casie Aviles: the agent regarding the meetings right.

40 00:04:56.390 00:05:01.040 Miguel de Veyra: I I don’t think this is part of the quick ones. I think they just wanted to see the tasks.

41 00:05:01.480 00:05:02.440 Amber Lin: Yeah.

42 00:05:03.230 00:05:05.050 Casie Aviles: Oh, okay. Okay.

43 00:05:05.050 00:05:19.729 Miguel de Veyra: Yeah, even basically, we can just edit the one we have and include basically slack slack to, they don’t have to talk to it. Basically just show them like, Hey for this day. Here are the requests that came from slack. Here are different

44 00:05:19.840 00:05:24.260 Miguel de Veyra: the requests that came from Zoom, Yada, Yada.

45 00:05:24.996 00:05:26.470 Amber Lin: Yeah, totally.

46 00:05:27.340 00:05:33.289 Amber Lin: I mean as extra step, we could connect it to linear tickets. But right, now, I think just this would be fine.

47 00:05:33.820 00:05:38.650 Casie Aviles: Oh, so it’s more like a daily yeah, like, if thank you. Bye.

48 00:05:38.940 00:05:42.180 Amber Lin: End of day. Basically, yeah.

49 00:05:43.640 00:05:45.979 Miguel de Veyra: So I think I think this should be pretty simple.

50 00:05:46.380 00:05:51.520 Miguel de Veyra: Once we get, especially once we get a dlt, or what was the other one. We’re trying out, Casey.

51 00:05:51.980 00:05:52.570 Casie Aviles: Polyton.

52 00:05:52.570 00:05:54.170 Miguel de Veyra: Polyatomic. Yeah.

53 00:05:58.660 00:06:02.540 Casie Aviles: Okay? So I guess we’re target. Yeah, that that will be our target. But then.

54 00:06:05.500 00:06:12.450 Miguel de Veyra: Yeah. And then I think, what else we, the following

55 00:06:12.890 00:06:15.299 Miguel de Veyra: would be, one would be one or 2.

56 00:06:15.650 00:06:16.650 Casie Aviles: For sales.

57 00:06:16.650 00:06:18.040 Miguel de Veyra: Yeah, for sales.

58 00:06:19.390 00:06:31.960 Amber Lin: Great. I know a lot of these. The foundational things take a lot of time. So I it’s really great that you guys will be able to do these as well, I think, for

59 00:06:33.440 00:06:34.400 Amber Lin: like

60 00:06:35.700 00:06:44.529 Amber Lin: this. I think I can go explore the Mcp integration and cursor a little bit, because I know you guys are probably

61 00:06:44.840 00:06:50.640 Amber Lin: busy. Probably I’ll work with Luke. We’ll work with Don Laude

62 00:06:50.890 00:06:53.909 Amber Lin: to see how they can use Mcp.

63 00:06:54.787 00:06:59.679 Amber Lin: I’ll just figure it out and install it for them and let them experiment a little bit.

64 00:07:01.200 00:07:06.769 Amber Lin: For yeah, for this one.

65 00:07:07.330 00:07:10.000 Amber Lin: No, this one would just be a prompt engineering.

66 00:07:10.000 00:07:12.899 Miguel de Veyra: I think, is a good comment for this.

67 00:07:13.630 00:07:20.719 Amber Lin: Oh, oh, okay, I see. So 7.

68 00:07:21.870 00:07:25.929 Amber Lin: Oh, okay. So let’s just move that.

69 00:07:27.090 00:07:28.859 Amber Lin: Let’s move it here.

70 00:07:34.100 00:07:34.900 Amber Lin: Huh?

71 00:07:36.130 00:07:40.619 Amber Lin: A. I pr review. Okay, not for now.

72 00:07:42.200 00:07:43.330 Amber Lin: Okay. Great.

73 00:07:43.910 00:07:49.869 Miguel de Veyra: Yeah, I think the- the I think number one should be the should. We should only work on number one and.

74 00:07:49.870 00:07:50.689 Amber Lin: Yeah. Totally.

75 00:07:50.690 00:07:52.920 Miguel de Veyra: Data and then focus on sales.

76 00:07:53.560 00:08:10.779 Amber Lin: Yeah, totally, totally, because I know the sales part will take also quite a bit of time. Let me just pull up the sales stock. I also just want to do some bit of AI education for both sales and data. Probably.

77 00:08:11.370 00:08:25.780 Amber Lin: Oh, probably we need some help with that as well, a IT. Or alright, here we go.

78 00:08:27.850 00:08:35.270 Amber Lin: So that would be essentially we want that.

79 00:08:35.799 00:08:36.459 Miguel de Veyra: Yeah.

80 00:08:36.780 00:08:39.799 Amber Lin: And that will be the lead. Follow up tracker.

81 00:08:42.590 00:08:48.550 Amber Lin: circle back, and it says, target by source templates.

82 00:08:49.633 00:09:03.230 Amber Lin: Yeah. Cause. Robert was also writing a communication messaging. So we have how we want to talk. He has very clear, very, very clear processes.

83 00:09:03.620 00:09:08.390 Amber Lin: like he has all the diagrams mapped out

84 00:09:08.770 00:09:28.989 Amber Lin: like he knows what he’s doing. So for us it’ll be a lot easier to just go in and know where we use it. This is his guide on how we even communicate. So he was like, Oh, we just feed it, feed this into a a Gpt, and then we can have custom messaging. So I think the

85 00:09:29.740 00:09:32.790 Amber Lin: this would be fine. We have the context.

86 00:09:33.408 00:09:35.349 Amber Lin: It’s just I think the

87 00:09:35.700 00:09:38.149 Amber Lin: follow up is a little bit more technical.

88 00:09:39.030 00:09:44.290 Miguel de Veyra: Yeah, I think I’ll we probably have to break that. Follow up agent into.

89 00:09:44.630 00:09:47.460 Miguel de Veyra: I believe, smaller tickets, cause it’s.

90 00:09:48.748 00:09:55.769 Amber Lin: Let me make it into a project. I I am meeting with Robert in like

91 00:09:56.130 00:10:00.299 Amber Lin: 5 h or 5 to let me see when’s my meeting with him.

92 00:10:00.490 00:10:03.629 Amber Lin: because I do want to present to him something.

93 00:10:04.394 00:10:09.939 Amber Lin: Yeah, my, it’s in 1, 2, 3, 4, 4 h.

94 00:10:10.210 00:10:14.670 Amber Lin: I’m meeting with Robert, so it’ll be great if I have something

95 00:10:15.421 00:10:21.150 Amber Lin: to show him at least a process of our breakdown when I meet with him.

96 00:10:26.830 00:10:28.870 Miguel de Veyra: Okay, sure, I’ll try to get 20.

97 00:10:29.310 00:10:30.204 Amber Lin: Yeah.

98 00:10:31.380 00:10:45.240 Amber Lin: let’s see. I mean, we could even try a little bit in a meeting. I don’t know how far we can go, so we have 3 things right? We have the foundation. We have the stuff for the data team, and we have the stuff for the sales team. Let’s go look at the tickets and see.

99 00:10:45.560 00:10:48.120 Amber Lin: We can map that out.

100 00:10:48.280 00:10:55.359 Amber Lin: So can you guys tell me how the progress is on the foundational stuff like where we’re at. What do we still need to do?

101 00:10:56.550 00:10:58.238 Miguel de Veyra: I think Casey should start a.

102 00:10:58.890 00:11:02.939 Casie Aviles: Yeah, I I moved the 2 tickets that were in

103 00:11:03.380 00:11:06.430 Casie Aviles: ready for development to in progress. So.

104 00:11:06.620 00:11:10.680 Amber Lin: Yeah, I mean, currently, it is still in progress. So I did have.

105 00:11:11.755 00:11:15.659 Casie Aviles: Patrick just checked my work yesterday, and I still have some

106 00:11:16.230 00:11:20.989 Casie Aviles: adjustments to make for that, at least for the zoom part with Dlt.

107 00:11:24.346 00:11:32.300 Casie Aviles: But yeah, I guess I’ll just keep on working on that until I finalize the dlt stuff.

108 00:11:32.680 00:11:33.470 Amber Lin: Eve

109 00:11:34.610 00:11:49.420 Amber Lin: like guys. I I just wanna understand where it is in the process, because I, personally don’t know that much. So after dlt. What do we do like is dlt early in the process later in the process. How far are we from done?

110 00:11:49.968 00:11:56.550 Miguel de Veyra: Basically dlt is just the means to extract or collect the data.

111 00:11:57.700 00:12:07.979 Miguel de Veyra: We have a working progress, and we have a working version. But it’s not in dlt the thing. The reason why we want dlt the reason why Utah wants dlt is so. It’s standardized.

112 00:12:09.680 00:12:11.190 Miguel de Veyra: So basically

113 00:12:13.070 00:12:20.240 Miguel de Veyra: we are. I I would say very early, right, Casey, how out of 100%, how how much would you say.

114 00:12:23.820 00:12:32.340 Casie Aviles: How would I estimate this? I would say around 40, I guess, with Dlt.

115 00:12:32.540 00:12:35.599 Miguel de Veyra: Yeah. So we are in the early stages of that.

116 00:12:37.490 00:12:40.540 Amber Lin: Oh, to get everything done, or just dlt.

117 00:12:40.750 00:12:46.979 Miguel de Veyra: So once we get the thing with dlt is once we get one to work, it’s pretty much copy paste for the rest. As long.

118 00:12:48.350 00:12:49.270 Amber Lin: Okay.

119 00:12:49.270 00:12:51.059 Miguel de Veyra: It’s just the initial one that’s followed.

120 00:12:51.650 00:12:56.879 Amber Lin: Okay. Sounds good. I think 2 like 2 weeks is a good estimate for it. Then.

121 00:12:57.290 00:12:58.429 Miguel de Veyra: Yeah. Yeah.

122 00:12:58.580 00:13:02.620 Miguel de Veyra: The only thing is I don’t. I think autumn will probably start

123 00:13:02.720 00:13:07.159 Miguel de Veyra: asking questions by today or by Thursday, maybe even tomorrow. But we’re not.

124 00:13:07.160 00:13:16.110 Amber Lin: Yes, that was why I kind of wanted to give them a little bit of this, or at least to give some the

125 00:13:16.700 00:13:30.230 Amber Lin: like like that, like basic stuff, just prompt engineering even for the company, like prompt templates for the company.

126 00:13:30.590 00:13:37.830 Miguel de Veyra: Yeah, I mean, I see the prompt template stuff, the table and notion it’s getting filled up. So I think it’s fine that people are participating.

127 00:13:38.964 00:13:40.209 Amber Lin: I I think

128 00:13:40.470 00:13:46.169 Amber Lin: I’m not sure if this would be priority, I it would be great if you guys just gave a

129 00:13:46.670 00:13:48.050 Amber Lin: like a template.

130 00:13:48.290 00:13:48.750 Amber Lin: Yeah.

131 00:13:48.940 00:13:49.610 Miguel de Veyra: I just.

132 00:13:49.940 00:13:53.239 Amber Lin: Then oh, great! And then maybe I.

133 00:13:53.605 00:13:55.799 Miguel de Veyra: Giving out some stuff there, too.

134 00:13:56.050 00:14:09.130 Amber Lin: Okay. And I can take that to run some workshops with other teams. So it will seem like we’re doing a lot of stuff. And then you guys can, it will buy you guys more time to do this

135 00:14:09.430 00:14:23.180 Amber Lin: and and that. And for I think for this, it’s really important that we get Robert a breakdown? Because if he doesn’t understand how long this would take, he would be like, why are you guys not working on it?

136 00:14:23.320 00:14:28.370 Amber Lin: Or why is this taking so long? But if we help them understand that this is quite complex.

137 00:14:28.640 00:14:31.019 Amber Lin: then I think you’ll be happier.

138 00:14:33.080 00:14:38.340 Miguel de Veyra: Then I, the data team task summarizer agent, is a bit blocked by the 1st one.

139 00:14:38.810 00:14:39.550 Amber Lin: Hmm.

140 00:14:39.670 00:14:51.119 Miguel de Veyra: I guess we could. We could work on like a working version, maybe, for I don’t know which client right now, Casey, right, maybe spend a day there just to get it working. So while we’re working on Dld, there’s

141 00:14:51.580 00:14:52.509 Miguel de Veyra: that we can show.

142 00:14:52.920 00:15:00.749 Amber Lin: Sure, maybe, for either Eden or Javi. Maybe, Javi, because we already have a bot.

143 00:15:00.860 00:15:10.910 Amber Lin: Okay, we already have a bot for it. Good stuff. Or if you guys want to create another agent, we could do that, too. But I guess between those 2.

144 00:15:12.840 00:15:13.520 Casie Aviles: Okay.

145 00:15:13.520 00:15:18.259 Miguel de Veyra: Yeah. And then I guess the thing we can do to speed this up, Casey, is we schedule like a

146 00:15:18.370 00:15:18.885 Miguel de Veyra: work.

147 00:15:19.650 00:15:22.650 Miguel de Veyra: What’s it? What the hell do you call it? The work with the working side.

148 00:15:22.650 00:15:23.600 Casie Aviles: Sr’s.

149 00:15:23.600 00:15:24.730 Miguel de Veyra: Yeah, yeah, it does.

150 00:15:24.980 00:15:27.810 Miguel de Veyra: Officers with Patrick. Only. Patrick.

151 00:15:28.860 00:15:29.660 Amber Lin: I see.

152 00:15:29.660 00:15:33.450 Miguel de Veyra: Yeah, so we could, you know, ramp up the progress. Maybe on Thursday.

153 00:15:34.660 00:15:38.650 Amber Lin: Hmm. We gotta text him earlier because he gets busy.

154 00:15:44.740 00:15:45.450 Amber Lin: Okay.

155 00:15:45.800 00:15:50.670 Miguel de Veyra: Then we can. Yeah, we can probably note something on Beta team.

156 00:15:50.670 00:15:51.700 Amber Lin: I see.

157 00:15:51.700 00:15:55.210 Miguel de Veyra: Yeah. Without the dlt.

158 00:15:57.260 00:15:58.010 Amber Lin: Oh!

159 00:15:58.010 00:15:59.320 Miguel de Veyra: We have a dlt version.

160 00:15:59.320 00:16:00.020 Amber Lin: Well.

161 00:16:01.530 00:16:02.210 Miguel de Veyra: Yeah.

162 00:16:02.610 00:16:06.780 Amber Lin: Yeah. Great follow up if she knows.

163 00:16:07.220 00:16:13.500 Miguel de Veyra: I I probably have to break this down into. Can we go back to that notion thing.

164 00:16:13.670 00:16:15.190 Amber Lin: Yeah. Totally.

165 00:16:15.813 00:16:17.060 Miguel de Veyra: Follow up!

166 00:16:17.610 00:16:18.000 Amber Lin: Oh!

167 00:16:18.000 00:16:27.549 Miguel de Veyra: Target by source automated, recurring. Not just for circle back. Okay, so we need to get all items and circle back. I guess every day. What’s the

168 00:16:28.920 00:16:33.879 Miguel de Veyra: monthly or bi-weekly? Okay, so let’s do bi-weekly. Then every other week.

169 00:16:33.990 00:16:40.489 Miguel de Veyra: Okay, that I’ll work on that 1st tagged by source. Wait. Could we check notion. I’ll check notion.

170 00:16:40.700 00:16:41.750 Amber Lin: Yeah, okay.

171 00:16:41.750 00:16:44.829 Miguel de Veyra: I’ll check notion if there’s stores. I think there is.

172 00:16:46.370 00:16:51.049 Amber Lin: I think so. Let me see where the leads page is.

173 00:16:52.750 00:16:53.710 Amber Lin: Hmm!

174 00:16:54.280 00:16:57.231 Miguel de Veyra: It’s it’s not on sales. It’s on leads. Yeah.

175 00:16:57.920 00:17:03.720 Miguel de Veyra: circle back. Did they add, source source is not here.

176 00:17:12.919 00:17:15.459 Amber Lin: referrals here.

177 00:17:16.091 00:17:22.259 Amber Lin: Yeah, I mean, if you’re missing anything, I’ll just. I can just go ask Robert.

178 00:17:22.260 00:17:26.409 Miguel de Veyra: Yeah, okay. And then, can we go back to that notion? Doc? Again.

179 00:17:26.750 00:17:27.730 Amber Lin: Yeah, please.

180 00:17:28.789 00:17:33.700 Miguel de Veyra: Ai roadmap sales and then use templates to generate contextual follow up.

181 00:17:34.250 00:17:34.950 Amber Lin: Yeah.

182 00:17:34.950 00:17:42.950 Miguel de Veyra: Okay, tools, not okay. Use to use templates. So we need somewhere to store. I guess

183 00:17:43.870 00:17:48.699 Miguel de Veyra: I know we can use the notion database, because as long as it’s up to date, right?

184 00:17:49.430 00:17:50.140 Amber Lin: Yeah.

185 00:17:50.140 00:17:51.960 Miguel de Veyra: Can we check post pilot.

186 00:17:53.550 00:17:54.580 Amber Lin: Polls.

187 00:17:54.580 00:17:58.990 Miguel de Veyra: Post pilot. And it’s apply. It’s a lead post. It’s the 4.th

188 00:17:59.570 00:18:03.180 Miguel de Veyra: Yeah, can we open that? What’s the contact context there?

189 00:18:03.860 00:18:12.600 Miguel de Veyra: Okay, okay, so here’s like the context. But the the problem, by the way, Amber, is that

190 00:18:14.492 00:18:19.140 Miguel de Veyra: they have to put this into text like everything here, because

191 00:18:21.160 00:18:24.080 Miguel de Veyra: notion doesn’t provide us. Yeah, it has.

192 00:18:24.080 00:18:26.760 Amber Lin: We need to tell Robert.

193 00:18:30.130 00:18:31.350 Miguel de Veyra: Has to be text.

194 00:18:31.350 00:18:36.400 Amber Lin: Of course, needs context to be text.

195 00:18:37.110 00:18:45.249 Miguel de Veyra: Yeah. And then, if he asked as to why? It’s because notion doesn’t provide, only gives you text, not the images.

196 00:18:49.190 00:18:51.889 Miguel de Veyra: Api, yeah, the notion. Api.

197 00:18:56.340 00:18:58.060 Miguel de Veyra: And then, what’s okay?

198 00:18:58.060 00:19:02.730 Amber Lin: Unless have a screenshot tool. That kind of does this.

199 00:19:03.570 00:19:07.989 Amber Lin: And it should. Okay, I guess it’s not working today.

200 00:19:08.760 00:19:19.210 Amber Lin: Technically, it should take a screenshot, and then it converts to text. So I can manually convert these, because there’s not too much. But yeah, moving forward, I’ll ask him to do text.

201 00:19:19.210 00:19:23.379 Miguel de Veyra: Or probably we can do something like the record analyzer here. No, Casey.

202 00:19:23.860 00:19:25.990 Miguel de Veyra: have you seen the record analyzer?

203 00:19:26.705 00:19:27.000 Miguel de Veyra: We’re.

204 00:19:27.400 00:19:29.519 Casie Aviles: Okay. Can you remind me what that one is?

205 00:19:29.770 00:19:31.020 Miguel de Veyra: Let me show my screen.

206 00:19:33.120 00:19:35.929 Miguel de Veyra: Okay, let me show my screen. It’s basically this one.

207 00:19:36.450 00:19:40.960 Miguel de Veyra: the one we built before Casey. This was for Talavero. Supposedly.

208 00:19:41.260 00:19:48.130 Miguel de Veyra: So, this one was for telehealth appointments. But it’s basically, you know, the same where

209 00:19:48.510 00:19:52.669 Miguel de Veyra: here’s the details, the recent notes. It’s basically like sales. And then, if we run it.

210 00:19:52.670 00:19:53.230 Amber Lin: No.

211 00:19:54.110 00:19:58.419 Miguel de Veyra: Analyze. Analyze. Yeah, yeah, that’s analyzing this analyzing that.

212 00:19:59.850 00:20:02.250 Miguel de Veyra: Then this one, this one.

213 00:20:04.530 00:20:12.070 Miguel de Veyra: And then it’s supposed to have here. Maybe I we don’t run out tokens. But the idea was.

214 00:20:12.910 00:20:15.429 Miguel de Veyra: wait. Let me check what happened here.

215 00:20:18.420 00:20:22.980 Miguel de Veyra: Oh, and a 10 is closed, mate, I think we turned it off. Wait! Let me

216 00:20:23.240 00:20:24.960 Miguel de Veyra: get that to work again.

217 00:20:26.600 00:20:27.450 Casie Aviles: You know, maybe we.

218 00:20:27.450 00:20:29.339 Miguel de Veyra: Yeah, yeah, we turned it off. I think

219 00:20:34.180 00:20:40.239 Miguel de Veyra: that is it user record analysis agent? Yeah, that’s all. Okay.

220 00:20:40.430 00:20:45.400 Miguel de Veyra: And then we can go back here, I believe, analyzing.

221 00:20:46.460 00:20:51.849 Miguel de Veyra: Oh, there you go! See? Now it’s now it’s it’s an actionable record or non actionable.

222 00:20:52.140 00:21:04.979 Miguel de Veyra: And then, once you click this, it’s gonna show. The patient has reported anxiety. Yada Yada requires attention. And then, if here’s like the, it has the context. And then it, you know, email, follow up.

223 00:21:05.220 00:21:08.369 Amber Lin: Oh, my God! This is exactly what he needs.

224 00:21:08.370 00:21:10.200 Miguel de Veyra: Yeah, so basically, I’m just gonna.

225 00:21:10.200 00:21:13.950 Amber Lin: With the the link, or I’ll go.

226 00:21:13.950 00:21:14.790 Miguel de Veyra: Okay. Okay. Sure.

227 00:21:14.790 00:21:16.649 Amber Lin: I’ll show it to Robert and.

228 00:21:16.650 00:21:19.979 Miguel de Veyra: Like. I’m pretty sure we did something similar before.

229 00:21:20.390 00:21:24.700 Amber Lin: Yeah. So if we have that, how long do you estimate it? Taking.

230 00:21:25.330 00:21:29.800 Miguel de Veyra: Oh, the thing is, the the easy part here is that this is hard coded.

231 00:21:31.050 00:21:31.610 Amber Lin: Okay.

232 00:21:32.040 00:21:37.899 Miguel de Veyra: This is hard coded. So it is like static data. The thing with sales is, I have to extract the data.

233 00:21:38.040 00:21:39.109 Miguel de Veyra: So I have to work on.

234 00:21:39.110 00:21:43.030 Amber Lin: Oh, so you mostly work on the notion. Api. Part.

235 00:21:43.030 00:21:43.979 Miguel de Veyra: Yes, yes, so.

236 00:21:43.980 00:21:44.410 Amber Lin: Interest.

237 00:21:44.410 00:21:47.139 Miguel de Veyra: But after that it should be pretty straightforward.

238 00:21:47.140 00:21:47.680 Amber Lin: It’s just.

239 00:21:47.680 00:21:51.670 Miguel de Veyra: Once I extracted it. It shouldn’t be a problem.

240 00:21:52.100 00:21:53.749 Amber Lin: I see. So

241 00:21:55.990 00:22:11.379 Amber Lin: you wanna look at the notion a little bit more. I just want to tell Robert. If we have any problems that he can help with to offload it to him, like what type of data there is is essentially, I think, he has these categories right? He has the.

242 00:22:11.710 00:22:14.460 Miguel de Veyra: I think the only thing he can help us with is

243 00:22:14.750 00:22:17.150 Miguel de Veyra: the context. It has to be text.

244 00:22:19.270 00:22:22.180 Miguel de Veyra: That’s it. Cause if it’s not text, there’s nothing I can do about it.

245 00:22:22.720 00:22:26.230 Miguel de Veyra: I mean, we can probably no, there’s no way to do it. It’s gonna.

246 00:22:26.230 00:22:30.810 Amber Lin: Can we do search online? Or is that what you just thought of?

247 00:22:32.710 00:22:38.909 Amber Lin: Say, if we say, Oh, post-pilot, then we go post pilot, and then.

248 00:22:38.910 00:22:42.960 Miguel de Veyra: No, the context they want is from what what the initial contact was.

249 00:22:43.110 00:22:46.709 Miguel de Veyra: That’s why it’s circle back right? So what do they need to circle back.

250 00:22:46.850 00:22:48.789 Miguel de Veyra: I think that’s what. Yeah.

251 00:22:48.980 00:22:50.300 Miguel de Veyra: And that’s only.

252 00:22:50.300 00:22:56.079 Amber Lin: Making the right message, do we maybe wanna search the Internet or search Linkedin.

253 00:22:56.656 00:23:00.170 Miguel de Veyra: No, no cause. This is the context, for example, right?

254 00:23:00.170 00:23:00.720 Amber Lin: Oh!

255 00:23:01.230 00:23:06.449 Miguel de Veyra: Yeah, yeah. So this one, we can search really on the Internet, because this is the conversation.

256 00:23:06.560 00:23:08.710 Miguel de Veyra: or am I not understanding it correctly?

257 00:23:10.182 00:23:18.370 Amber Lin: Let me also share my screen. I think I meant more. So that even if we have the context of what we’re

258 00:23:18.480 00:23:20.467 Amber Lin: talking about with

259 00:23:21.960 00:23:34.949 Amber Lin: we might need to understand what the company is to send a like tailored message right? If they’re because if they’re doing healthcare, and we randomly say, Oh, this is the service we offer. They might be confused.

260 00:23:34.950 00:23:37.149 Miguel de Veyra: I think it should. It should be.

261 00:23:37.725 00:23:38.299 Casie Aviles: Research.

262 00:23:38.450 00:23:42.900 Miguel de Veyra: It should be a notion, because if you scroll, go back to to

263 00:23:43.650 00:23:50.629 Miguel de Veyra: to pilot like they have to complete those like just scroll down on that one like it should be.

264 00:23:51.430 00:23:54.930 Miguel de Veyra: No, there’s nothing they need to fill that out.

265 00:23:57.500 00:24:04.040 Miguel de Veyra: You know, it’s gonna be an extra step for us to basically run searches and everything.

266 00:24:04.710 00:24:13.209 Amber Lin: I see. So I think maybe for the Mvp. We don’t have any contacts in the future. We can run like brave search.

267 00:24:13.460 00:24:13.880 Miguel de Veyra: Yeah, we.

268 00:24:14.304 00:24:27.890 Amber Lin: Or we can run. Say, Linkedin, search. Maybe. Ask. We can ask Robert when he creates these 2 at least at least paste the company link and Linkedin links in there.

269 00:24:27.890 00:24:28.680 Amber Lin: Yeah.

270 00:24:28.680 00:24:30.230 Miguel de Veyra: That did see that one else it are you.

271 00:24:30.550 00:24:33.439 Amber Lin: So then we don’t have to scrape the Internet.

272 00:24:33.760 00:24:38.550 Miguel de Veyra: Cause. That’s like, yeah. Cause that also adds like, so much time on top of the.

273 00:24:38.990 00:24:41.510 Amber Lin: Yeah, yeah, totally.

274 00:24:42.240 00:24:44.399 Amber Lin: And ultimately, I guess.

275 00:24:44.530 00:24:52.700 Amber Lin: yeah, maybe we don’t. I’ll ask him. I don’t think we even. Maybe you’re. I think you’re right. We don’t even need that, because this is just tell us, okay.

276 00:24:52.930 00:24:55.970 Amber Lin: when it’s time to circle back.

277 00:24:55.970 00:24:56.520 Miguel de Veyra: Yeah.

278 00:24:57.100 00:25:07.089 Amber Lin: Yeah, I mean, technically, he already has this right. He already has. When should he circle back with them next? So I think

279 00:25:07.720 00:25:19.289 Amber Lin: our job is to also give him the templates, right, the the message templates and have a reminder to him directly, because he already has some of this.

280 00:25:19.450 00:25:19.920 Miguel de Veyra: Yeah.

281 00:25:20.110 00:25:21.890 Amber Lin: Already knows when.

282 00:25:21.890 00:25:25.389 Miguel de Veyra: The templates are located where you showed. Is it in figjam.

283 00:25:27.440 00:25:29.190 Amber Lin: Let me find it.

284 00:25:31.020 00:25:39.539 Amber Lin: Here is a messaging that he just created some messaging and positioning guide

285 00:25:40.110 00:25:51.900 Amber Lin: of what to talk about. I can also get more templates from him, and Robert has is very organized. He has a lot of these templates here and there, and so

286 00:25:52.050 00:25:54.559 Amber Lin: that’s something we could get from him.

287 00:25:55.266 00:25:58.329 Miguel de Veyra: What about did they send you the Follow up campaign.

288 00:25:59.850 00:26:00.590 Amber Lin: Oh!

289 00:26:01.110 00:26:03.989 Miguel de Veyra: I think, or if not, we probably have to

290 00:26:04.480 00:26:07.990 Miguel de Veyra: ask him that, too. I don’t think they’re even a s. 1

291 00:26:08.420 00:26:10.390 Miguel de Veyra: cause I think it’s very situational.

292 00:26:11.590 00:26:12.850 Amber Lin: Yeah.

293 00:26:14.400 00:26:24.429 Amber Lin: no, I think we. It’s mostly of okay. In that case, what type of what type of responses we can ask him to write a few examples.

294 00:26:24.430 00:26:27.450 Miguel de Veyra: Yeah, yeah, like what you know. Once the

295 00:26:28.170 00:26:30.309 Miguel de Veyra: once someone is qualified as a host.

296 00:26:30.440 00:26:32.730 Miguel de Veyra: you know, follow up that they need to reach out.

297 00:26:32.730 00:26:33.690 Amber Lin: Yeah, yeah.

298 00:26:33.690 00:26:37.160 Miguel de Veyra: Like what? What should be the medium to reach out to email

299 00:26:37.850 00:26:44.730 Miguel de Veyra: Linkedin? And then is there a certain way? They want the tone, the voice and everything else to sound like.

300 00:26:45.730 00:26:51.790 Amber Lin: Message, full stone voice.

301 00:26:52.380 00:26:53.480 Amber Lin: So try.

302 00:26:54.260 00:26:59.370 Amber Lin: Okay. So I guess by the by the end of this week we have this.

303 00:27:00.060 00:27:05.830 Amber Lin: We have the one of, or driving, even without dlt, for the.

304 00:27:05.830 00:27:08.360 Miguel de Veyra: I think we only choose one. By the way, for this one, Jeff.

305 00:27:09.970 00:27:12.699 Amber Lin: Yeah, yeah, totally. I think

306 00:27:12.930 00:27:16.530 Amber Lin: even is a little bit more troubled.

307 00:27:17.200 00:27:22.639 Amber Lin: But we already have something for Javi. So we can work on getting Javi better

308 00:27:22.870 00:27:28.429 Amber Lin: if that takes less time like. Do you think it will take less time because we already have something for Javi?

309 00:27:29.900 00:27:30.959 Casie Aviles: Yeah, that might.

310 00:27:31.400 00:27:35.149 Casie Aviles: Yeah, that might make take less time. Since we are. Yeah. We also.

311 00:27:35.464 00:27:39.239 Miguel de Veyra: But the thing is, when are you gonna work on it? Because

312 00:27:39.390 00:27:46.430 Miguel de Veyra: today we can work on it today. And then I guess Thursday, we work with? Patrick.

313 00:27:47.420 00:27:48.950 Miguel de Veyra: right? What do you think.

314 00:27:50.450 00:27:51.110 Casie Aviles: Yeah.

315 00:27:52.240 00:27:53.950 Miguel de Veyra: Okay, yeah, we can do that. Then.

316 00:27:54.580 00:27:58.919 Amber Lin: Okay, so just pick whatever it takes less time. So it sounds like it’s gonna be Javi.

317 00:28:00.800 00:28:06.849 Amber Lin: I just want something to show. So we can say, Oh, start using this agent. That’s great.

318 00:28:07.770 00:28:14.290 Miguel de Veyra: And I guess another thing, amber is, I already created a simple, basically. Gpt. 4. Oh.

319 00:28:15.010 00:28:20.319 Miguel de Veyra: workflow. And any 10, we just have to add it somewhere and slack.

320 00:28:21.630 00:28:22.609 Amber Lin: That one.

321 00:28:22.760 00:28:24.830 Miguel de Veyra: It’s yeah, yeah, that one.

322 00:28:27.300 00:28:29.620 Miguel de Veyra: But that again, this is pretty simple.

323 00:28:29.620 00:28:31.990 Amber Lin: What does it mean? What does it mean?

324 00:28:32.120 00:28:32.840 Miguel de Veyra: Because we don’t.

325 00:28:32.840 00:28:40.920 Miguel de Veyra: It doesn’t, doesn’t, because it basically allows everyone in the company without having access to chat Gpt, because it’s 25 bucks a month right? And there’s like 20 people.

326 00:28:40.920 00:28:42.070 Amber Lin: Oh!

327 00:28:42.070 00:28:49.819 Miguel de Veyra: So basically, this is just a small win for us that, hey? Guys, if you have a general question to ask, just reach out to this part.

328 00:28:50.060 00:28:50.470 Casie Aviles: That could be.

329 00:28:50.470 00:28:53.020 Miguel de Veyra: Pretty quick. Actually, yeah, that’s pretty quick.

330 00:28:53.300 00:28:54.080 Amber Lin: Okay.

331 00:28:54.420 00:28:55.929 Miguel de Veyra: That’s a quick win. Yeah, yeah.

332 00:28:55.930 00:28:59.999 Amber Lin: That’s look like one yay, 1.2 point 2 point.

333 00:29:00.000 00:29:06.570 Miguel de Veyra: 1.1 point, and then, yeah, shit, we have to add deadlines. Can we do that quickly today? Casey, do you think.

334 00:29:07.720 00:29:10.650 Casie Aviles: Or the Gpt expose? Gpt, yeah, yeah. Okay.

335 00:29:10.650 00:29:13.010 Miguel de Veyra: I mean, it’s done. It’s just we just need it on slack.

336 00:29:13.620 00:29:14.050 Amber Lin: I see.

337 00:29:14.050 00:29:14.680 Casie Aviles: Yeah.

338 00:29:15.852 00:29:18.380 Amber Lin: Prompts library. I think.

339 00:29:18.830 00:29:21.389 Miguel de Veyra: This is ongoing, though like this is constant.

340 00:29:22.230 00:29:27.689 Amber Lin: Oh, let me! Let’s just say let’s just say like Thursday or Friday.

341 00:29:27.840 00:29:28.800 Miguel de Veyra: Yeah, yeah.

342 00:29:30.148 00:29:34.059 Amber Lin: Zoom asked, this is, is this blocked.

343 00:29:34.690 00:29:35.299 Miguel de Veyra: This one.

344 00:29:35.890 00:29:38.610 Amber Lin: The zoom assets into s. 3.

345 00:29:40.130 00:29:41.310 Casie Aviles: No, no, it’s not.

346 00:29:42.020 00:29:42.580 Casie Aviles: Yes.

347 00:29:42.580 00:29:43.920 Miguel de Veyra: What’s the dlt one mean?

348 00:29:46.090 00:29:47.389 Miguel de Veyra: Can you click on it?

349 00:29:47.680 00:29:48.470 Amber Lin: Yes!

350 00:29:48.840 00:29:49.720 Amber Lin: Oh.

351 00:29:49.720 00:29:51.560 Miguel de Veyra: This is in progress, this is in progress.

352 00:29:51.560 00:29:53.940 Casie Aviles: Yeah, it’s not really good. I’m working on this.

353 00:29:54.722 00:29:57.070 Amber Lin: Deadline question, mark.

354 00:29:57.070 00:29:57.900 Miguel de Veyra: Oh!

355 00:29:59.040 00:29:59.760 Miguel de Veyra: And.

356 00:29:59.760 00:30:01.209 Amber Lin: End of this cycle.

357 00:30:02.500 00:30:10.499 Miguel de Veyra: Let’s can we do this, Casey? End of week? Because I think if we do end of cycles, gonna ask some very quick, serious questions.

358 00:30:11.260 00:30:12.020 Amber Lin: Yeah.

359 00:30:12.020 00:30:13.179 Casie Aviles: Fine. We could do this.

360 00:30:13.180 00:30:16.399 Amber Lin: Okay, so for end of week. For now.

361 00:30:16.400 00:30:18.569 Miguel de Veyra: We’re gonna be talking to Patrick. Anyways.

362 00:30:18.920 00:30:22.710 Casie Aviles: Yeah. The thing is, it’s kind of difficult to estimate, since you know.

363 00:30:22.870 00:30:24.889 Miguel de Veyra: Yeah, we don’t know. Yeah.

364 00:30:25.120 00:30:30.389 Amber Lin: Yeah, let’s say, this is for Fri Thursday or Wednesday or Thursday, because you guys were not here.

365 00:30:31.890 00:30:35.420 Miguel de Veyra: Yeah, Thursday would be a good point for this, and then.

366 00:30:36.025 00:30:39.050 Amber Lin: Extract. That’s is that blocked.

367 00:30:41.642 00:30:42.910 Miguel de Veyra: This one is.

368 00:30:42.910 00:30:43.510 Casie Aviles: Yes.

369 00:30:43.660 00:30:47.279 Miguel de Veyra: Yeah, that that one’s in progress. The spike, dlp, zoom is probably done.

370 00:30:47.280 00:30:49.290 Casie Aviles: Yeah, we could put that to done.

371 00:30:49.290 00:30:50.730 Miguel de Veyra: Yeah, we can put it. That done.

372 00:30:51.360 00:30:52.100 Amber Lin: Oh!

373 00:30:52.750 00:30:53.780 Miguel de Veyra: Status.

374 00:30:55.040 00:30:55.800 Amber Lin: Gosh!

375 00:30:58.090 00:30:59.840 Amber Lin: Oh, yay!

376 00:30:59.990 00:31:03.200 Amber Lin: So this is escalated.

377 00:31:03.420 00:31:04.580 Amber Lin: Question, was.

378 00:31:05.990 00:31:11.250 Miguel de Veyra: This one was still in progress, I would say, just put this deadline on Thursday.

379 00:31:15.710 00:31:16.310 Amber Lin: Oh!

380 00:31:16.310 00:31:18.470 Miguel de Veyra: All terms for existing in the quarantine.

381 00:31:20.940 00:31:26.129 Miguel de Veyra: The bulk transfer isn’t exist. It’s a it’s an ongoing thing. There’s a lot. Is it done.

382 00:31:26.130 00:31:27.640 Amber Lin: Oh, I see!

383 00:31:27.640 00:31:32.389 Casie Aviles: Oh, it’s almost done 5 min left. I I basically let let it.

384 00:31:32.390 00:31:32.750 Amber Lin: Yeah.

385 00:31:32.750 00:31:35.580 Casie Aviles: Transfer for for overnight. Yeah.

386 00:31:36.040 00:31:36.500 Miguel de Veyra: Okay.

387 00:31:38.260 00:31:41.590 Casie Aviles: 200 GB of data that I had to transfer.

388 00:31:42.470 00:31:45.739 Amber Lin: I am okay, I’ll I’ll move it to this

389 00:31:46.790 00:31:51.729 Amber Lin: if it’s pretty much done. So it’s out of the way, and we don’t have to put a deadline.

390 00:31:52.570 00:31:57.379 Amber Lin: Okay? So we have that. Let’s move.

391 00:31:57.800 00:31:59.180 Miguel de Veyra: Yeah, that should be on.

392 00:31:59.590 00:32:04.039 Miguel de Veyra: That should be on progress, I believe. Yeah.

393 00:32:04.956 00:32:08.653 Amber Lin: Oh, then we need a date. We need a date. No.

394 00:32:08.990 00:32:10.480 Miguel de Veyra: And date.

395 00:32:11.090 00:32:12.079 Miguel de Veyra: I mean, it’s.

396 00:32:12.080 00:32:18.430 Amber Lin: Okay. Now, this is a project. I think this is the 1st ticket. Right?

397 00:32:18.880 00:32:23.260 Miguel de Veyra: Yeah, let actually, let’s just put it 1st on, I guess.

398 00:32:24.550 00:32:27.269 Miguel de Veyra: And to do, I’ll break it out into smaller tickets.

399 00:32:28.300 00:32:31.530 Amber Lin: I’ll make this ticket a right plan. Is that okay?

400 00:32:32.120 00:32:35.229 Amber Lin: Right? Detailed specs.

401 00:32:35.690 00:32:36.469 Miguel de Veyra: Yeah, yeah.

402 00:32:38.650 00:32:41.370 Amber Lin: Follow up sales.

403 00:32:41.730 00:32:42.360 Miguel de Veyra: You know.

404 00:32:42.920 00:32:43.820 Miguel de Veyra: Boom!

405 00:32:44.240 00:32:50.399 Amber Lin: Great. So that doesn’t need to be 5 points anymore. This should take like 1, 2, 1.

406 00:32:54.596 00:32:58.969 Miguel de Veyra: That one. Yeah, 1, 2 points, 2 points, because I don’t know the

407 00:32:59.110 00:33:03.440 Miguel de Veyra: stuff from Robert that we still need it from him. And then the event should be.

408 00:33:04.700 00:33:05.979 Miguel de Veyra: I think the day.

409 00:33:06.380 00:33:08.340 Amber Lin: Yeah, I do want to show him.

410 00:33:09.390 00:33:17.019 Amber Lin: Oh, yeah, the slack! Oh, the trophy!

411 00:33:18.763 00:33:20.389 Amber Lin: Dropping agent

412 00:33:36.310 00:33:42.317 Amber Lin: task summary my riser.

413 00:33:43.440 00:33:46.779 Amber Lin: So that one.

414 00:33:47.560 00:33:48.519 Miguel de Veyra: Yeah, yeah, yeah.

415 00:33:48.520 00:33:49.200 Casie Aviles: Yes.

416 00:33:49.460 00:33:50.960 Amber Lin: Assigned to Casey.

417 00:33:51.070 00:34:01.010 Amber Lin: Add to data team need to create. What’s the estimate for this.

418 00:34:01.310 00:34:04.700 Miguel de Veyra: 5, 5, or 3

419 00:34:04.700 00:34:11.750 Miguel de Veyra: has to be fine, because basically, what you need to do here is analyze everything. And then, Ouch, hey.

420 00:34:12.960 00:34:17.730 Miguel de Veyra: yeah, it’s inspired. Okay, see? What do you think? A day? I think you’ll need a day for this.

421 00:34:18.400 00:34:19.350 Casie Aviles: Yeah. Alright.

422 00:34:21.679 00:34:26.159 Miguel de Veyra: Because basically there’s 2 things that he needs to do here. Actually, this is 2 separate tickets.

423 00:34:26.560 00:34:26.980 Amber Lin: Oh!

424 00:34:26.980 00:34:30.340 Miguel de Veyra: Some writer for zoom, and that’s some writer for slack. So.

425 00:34:30.340 00:34:31.729 Amber Lin: Let’s see.

426 00:34:31.739 00:34:34.629 Miguel de Veyra: Cause, these are completely different data sources.

427 00:34:43.929 00:34:45.110 Amber Lin: Let’s see on

428 00:34:57.900 00:34:58.580 Amber Lin: okay.

429 00:34:59.870 00:35:01.150 Amber Lin: Great.

430 00:35:10.370 00:35:18.339 Amber Lin: I mean, if we have 2 of these tickets, is there one that’s easier to create.

431 00:35:18.810 00:35:20.860 Amber Lin: so that we should do first.st

432 00:35:22.200 00:35:26.069 Miguel de Veyra: Zoom, probably because I know slack. Probably right, Casey.

433 00:35:26.070 00:35:35.489 Amber Lin: Yeah, they probably want slack more, because zoom are bigger tasks, harder to miss. But slack is like, maybe a lot of random things.

434 00:35:35.700 00:35:41.129 Miguel de Veyra: And also I think we’re only kind of doing it for slack, right like the the one in leadership team.

435 00:35:42.310 00:35:42.840 Casie Aviles: Yeah.

436 00:35:42.870 00:35:49.009 Miguel de Veyra: No, basically, we can do just hey, for this channel. Just get it if there’s task, if there’s none, then done.

437 00:35:50.530 00:35:52.710 Casie Aviles: Okay, yeah, that’s true.

438 00:35:54.200 00:35:54.770 Miguel de Veyra: So.

439 00:35:54.920 00:35:57.699 Miguel de Veyra: But yeah, still, I wouldn’t adjust the time.

440 00:35:58.830 00:36:03.150 Amber Lin: Okay. So I’ll just say both of these or Friday.

441 00:36:04.300 00:36:05.460 Amber Lin: Great.

442 00:36:05.460 00:36:12.900 Miguel de Veyra: And then the other thing with this, by the way, Amber is, if we manage to get that done, we could probably put it on everything else, in, on, in a day.

443 00:36:14.460 00:36:22.400 Amber Lin: Fantastic. So if we get it done, maybe earlier Friday, then we can cause we already have all the zoom and slack data right?

444 00:36:24.160 00:36:24.500 Miguel de Veyra: Yeah.

445 00:36:24.500 00:36:28.880 Amber Lin: Almost sounds good.

446 00:36:29.566 00:36:34.229 Amber Lin: What are your guys plans for today? Have you already?

447 00:36:34.770 00:36:36.950 Amber Lin: Are you guys already done for the day?

448 00:36:37.110 00:36:38.640 Amber Lin: Okay, we’re almost done with.

449 00:36:39.270 00:36:41.060 Amber Lin: Oh, I see. Okay.

450 00:36:41.060 00:36:44.310 Miguel de Veyra: Yeah, I think for today, I.

451 00:36:44.310 00:36:48.089 Amber Lin: Yeah, that one, that one, the chativity.

452 00:36:48.520 00:36:49.430 Miguel de Veyra: Yeah.

453 00:36:49.700 00:36:51.800 Amber Lin: And the specs.

454 00:36:51.800 00:37:00.410 Miguel de Veyra: Yeah, the specs. And then also, I have to do the one for recruiting, because I have to do the technical interviews, and we don’t have any technical interview for AI team. So I need to create one.

455 00:37:00.730 00:37:03.690 Amber Lin: -Oh, okay, you want a ticket.

456 00:37:04.223 00:37:07.849 Miguel de Veyra: No, no, it’s already I have a recruiting ticket.

457 00:37:08.420 00:37:09.200 Amber Lin: I see.

458 00:37:10.310 00:37:18.269 Miguel de Veyra: But yeah, to give you a brief about yesterday. It’s good. We’ll probably get both of them. I think Josh

459 00:37:18.400 00:37:21.920 Miguel de Veyra: is very good. He. We worked with him before. He’s very good at it, so.

460 00:37:21.920 00:37:22.580 Amber Lin: Oh!

461 00:37:22.580 00:37:23.967 Miguel de Veyra: Probably get him

462 00:37:24.430 00:37:36.840 Amber Lin: I see I saw this guy’s outreach message because I was doing, hey, reach! I saw his outreach message to Utah. I was like, damn this guy writes a very good message.

463 00:37:36.840 00:37:42.879 Miguel de Veyra: He’s very good at AI. He can. This guy is Vasu can actually train models. So it’s very good.

464 00:37:43.070 00:37:45.050 Amber Lin: Wow. Okay.

465 00:37:45.050 00:37:50.129 Miguel de Veyra: But he’s not available until like second or 3rd week of May. So I’m not really prioritizing that.

466 00:37:50.130 00:37:51.640 Amber Lin: Damn. Okay. I see.

467 00:37:51.640 00:37:52.789 Miguel de Veyra: A month, and halfway.

468 00:37:53.290 00:37:57.130 Amber Lin: Damn yeah, cause I saw his message. And he was.

469 00:37:57.250 00:38:05.260 Amber Lin: It looked pretty impressive, like I was on hey regionals going through everybody’s yeah. That guy.

470 00:38:06.052 00:38:08.310 Miguel de Veyra: Yeah, he’s good. He was used nice.

471 00:38:08.920 00:38:13.020 Amber Lin: He? He has some cool experiences.

472 00:38:13.200 00:38:16.920 Miguel de Veyra: I told him to basically give me a loom video of how he does training.

473 00:38:17.750 00:38:21.760 Amber Lin: Damn stealing his stealing his ideas.

474 00:38:21.760 00:38:24.260 Miguel de Veyra: Because I I wanna make sure he’s not bullshitting us.

475 00:38:24.470 00:38:25.330 Amber Lin: It’s 3.

476 00:38:25.330 00:38:31.690 Miguel de Veyra: Training is very hard, and you know I mean it’s impressive if he can do it. But he hasn’t even graduated yet.

477 00:38:31.980 00:38:36.879 Amber Lin: I know. That’s why I was like wait. He says he has all this, but he’s a final year student.

478 00:38:36.880 00:38:41.680 Miguel de Veyra: Yeah, yeah. So it’s either he’s very bright or is. It’s a sham, you know.

479 00:38:42.399 00:38:43.120 Amber Lin: Yes.

480 00:38:43.540 00:38:45.151 Miguel de Veyra: That’s why I want to know.

481 00:38:46.570 00:38:47.560 Amber Lin: Okay.

482 00:38:47.560 00:38:52.150 Miguel de Veyra: But he seems legit. He’s like a bit. He’s a bit of a weirdo which autumn really likes.

483 00:38:53.210 00:38:54.210 Amber Lin: Is, what.

484 00:38:54.210 00:38:56.069 Miguel de Veyra: He’s a bit of a weirdo.

485 00:38:57.180 00:38:57.590 Amber Lin: Oh!

486 00:38:57.590 00:39:02.550 Casie Aviles: Yeah, he, he think, yeah. Miguel calls everyone in the AI team weirdos.

487 00:39:02.812 00:39:03.599 Miguel de Veyra: Yeah, yeah, that’s.

488 00:39:04.270 00:39:04.940 Amber Lin: Casey.

489 00:39:07.200 00:39:08.193 Casie Aviles: It’s fine.

490 00:39:10.656 00:39:11.170 Miguel de Veyra: But yeah.

491 00:39:11.170 00:39:19.030 Amber Lin: Everywhere to be smart. Okay, that’s good. And I know we were working. I mean, we had a call yesterday. So we’re working on that. Okay.

492 00:39:19.030 00:39:21.370 Miguel de Veyra: How about the ABC stuff? By the way, is there anything else?

493 00:39:21.370 00:39:22.440 Miguel de Veyra: Yeah, do that.

494 00:39:22.440 00:39:30.159 Amber Lin: ABC stuff today? I checked. There is no, there is no 1st of all, no errors in the in the logs.

495 00:39:30.800 00:39:32.029 Amber Lin: Where is it?

496 00:39:32.640 00:39:41.510 Amber Lin: Oh, nothing, nothing since last Thursday. May also checked the

497 00:39:41.740 00:39:44.949 Amber Lin: dashboard from the last 24 h.

498 00:39:45.210 00:39:49.269 Amber Lin: Only 2 people were using it, though they were very heavy users.

499 00:39:49.590 00:39:55.239 Amber Lin: but only 2 of them are using it. So I’m I’ve already told Janice to.

500 00:39:55.500 00:39:57.330 Miguel de Veyra: Go for it. Doesn’t.

501 00:39:57.330 00:40:01.689 Miguel de Veyra: We need to do something about this, though, like the tracking of upsells.

502 00:40:03.020 00:40:04.680 Amber Lin: Oh, oh, damn yeah.

503 00:40:04.680 00:40:06.559 Miguel de Veyra: Yeah, but we don’t have the time to do it, though.

504 00:40:06.560 00:40:07.750 Amber Lin: Thank you for remembering.

505 00:40:08.940 00:40:16.528 Amber Lin: I think that’s just for the end of week. I think that’s just wait. Is it? End of week? No cause we need to hand it off to Annie.

506 00:40:17.580 00:40:18.370 Amber Lin: wait.

507 00:40:18.370 00:40:21.130 Miguel de Veyra: No, I think you told us this is Annie’s thing right?

508 00:40:23.940 00:40:28.100 Amber Lin: To make the dashboard. Yeah, I don’t know how she can.

509 00:40:28.780 00:40:31.440 Casie Aviles: Yeah. But we need to track the data for her. Right.

510 00:40:31.440 00:40:32.110 Miguel de Veyra: Oh, yeah, we.

511 00:40:32.110 00:40:35.760 Amber Lin: Yeah, cause I don’t know how she’s gonna do the data part.

512 00:40:37.430 00:40:41.120 Miguel de Veyra: Well, Andy, we went into data. You have to go into any 10.

513 00:40:42.200 00:40:42.890 Amber Lin: Oh!

514 00:40:43.330 00:40:44.210 Miguel de Veyra: I like.

515 00:40:44.530 00:40:47.170 Miguel de Veyra: I’ll try to do something tomorrow.

516 00:40:47.950 00:40:49.199 Amber Lin: Okay. Okay. Okay.

517 00:40:49.200 00:40:52.530 Miguel de Veyra: I’m not sure how. What’s my availability tomorrow.

518 00:40:52.530 00:40:53.140 Amber Lin: Today.

519 00:40:53.140 00:40:53.860 Miguel de Veyra: We’ll see.

520 00:40:53.860 00:41:03.260 Amber Lin: I see, I see, because today we are meeting with the data team. So we’ll have some progress there. We’re matching the. We’re doing this.

521 00:41:04.020 00:41:04.350 Miguel de Veyra: Yeah.

522 00:41:05.350 00:41:08.345 Amber Lin: It will be that should be in progress.

523 00:41:13.420 00:41:14.979 Amber Lin: yeah. So

524 00:41:18.820 00:41:21.940 Amber Lin: no, that’s for later.

525 00:41:22.630 00:41:24.260 Amber Lin: That’s for Utam.

526 00:41:24.620 00:41:29.669 Amber Lin: Oh, yeah. Tomorrow, if we have some time that would be great.

527 00:41:30.560 00:41:33.600 Amber Lin: because they they also wanted this.

528 00:41:34.390 00:41:39.739 Amber Lin: Yesterday they suggested an idea of because they gave us the Oh, by the way.

529 00:41:40.280 00:41:48.510 Amber Lin: offers right they they gave it to us, and they kind of want us to see if we can focus on pushing it.

530 00:41:49.100 00:41:53.129 Miguel de Veyra: Like. For example, they can ask the What hey can you give us? You know, by the way.

531 00:41:53.130 00:41:54.990 Amber Lin: Yeah, they kind of want to.

532 00:41:55.170 00:41:57.789 Amber Lin: because they want to test right after we

533 00:41:57.960 00:42:23.630 Amber Lin: tell them, Hey, this is how we can measure how much is mentioned. They gave a use case of like, okay, let’s try a single use case of window and power washing first.st And can you just measure how how often the bot mentions this. So they gave us this. So I think we just edit the bot behavior of Oh, by the ways to focus on this, for, like.

534 00:42:23.630 00:42:31.390 Miguel de Veyra: Yeah, I don’t. I don’t think we’ve trained anything about window cleaning and power washing, because we’re focused on pest. Only.

535 00:42:32.470 00:42:34.580 Miguel de Veyra: yeah, do you need to change the examples.

536 00:42:34.890 00:42:36.270 Amber Lin: Yeah. Yeah. Totally.

537 00:42:37.600 00:42:44.840 Miguel de Veyra: Because I I remember I asked Uton before if we should do like their other services even on oh, by the way, I’m pretty sure, he said. No.

538 00:42:45.430 00:42:46.800 Amber Lin: And.

539 00:42:47.880 00:42:52.300 Miguel de Veyra: I’m not sure, unless there’s already already a phase 2. But I think we need to clarify this with him.

540 00:42:52.300 00:42:56.220 Amber Lin: I see I mean, here is the.

541 00:42:57.330 00:42:59.660 Miguel de Veyra: Because Hvac. Is a different system.

542 00:43:00.400 00:43:01.620 Amber Lin: Yeah.

543 00:43:01.970 00:43:02.940 Miguel de Veyra: I mean service. Sorry.

544 00:43:02.940 00:43:10.420 Amber Lin: I mean, they wouldn’t even ask this like we wouldn’t even talk about the tree care program.

545 00:43:11.080 00:43:15.209 Miguel de Veyra: Go to a cleaning. We don’t care mosquito control. Yeah, we should. Probably we can tell.

546 00:43:15.610 00:43:18.949 Amber Lin: Okay, so I’ll we can just select the past ones.

547 00:43:22.720 00:43:27.299 Amber Lin: I, so I can go ask them to give a pest offer.

548 00:43:27.480 00:43:28.509 Amber Lin: It’s not good.

549 00:43:29.350 00:43:30.450 Miguel de Veyra: I think that works.

550 00:43:31.580 00:43:32.380 Amber Lin: Else.

551 00:43:39.990 00:43:47.579 Amber Lin: No, they also wanted the probably out of scope. They wanted to have a button, you know, like the feedback button.

552 00:43:49.960 00:43:57.260 Amber Lin: Of clicking that, and then it giving a Oh, by the way, instead of giving it.

553 00:43:59.430 00:44:05.330 Casie Aviles: Hmm! Oh, I see! So whenever they click the button an upsell would show up like an Oh, by the way.

554 00:44:05.450 00:44:08.750 Amber Lin: Yeah, yeah, do you think that will be hard?

555 00:44:08.920 00:44:10.840 Miguel de Veyra: I don’t think it would be possible.

556 00:44:11.430 00:44:17.999 Miguel de Veyra: I mean it could be. We could add like thumbs up, thumbs down, and then like another button, Casey, do you think that’s possible?

557 00:44:18.000 00:44:18.600 Amber Lin: Yeah.

558 00:44:18.920 00:44:34.330 Casie Aviles: Yeah, we could add another button. And what I’m thinking is, we could, you know, grab the output of the AI and then have another AI step, basically analyze that and then suggest something. But that’s just at the top of my head.

559 00:44:34.540 00:44:35.950 Miguel de Veyra: Yeah, we could probably do that.

560 00:44:36.330 00:44:37.210 Amber Lin: I see I mean.

561 00:44:37.210 00:44:38.900 Miguel de Veyra: That’s for next cycle.

562 00:44:39.400 00:44:46.059 Amber Lin: Yeah, I don’t think we wanna do that now, because we already have all. The by the way, this is like an upgrade.

563 00:44:46.310 00:44:47.620 Casie Aviles: Yes, exactly.

564 00:44:47.620 00:44:50.430 Amber Lin: Yeah. Okay, grades, this.

565 00:44:50.430 00:44:52.355 Miguel de Veyra: Now sign the phase. 2.

566 00:44:54.241 00:45:00.150 Amber Lin: Yeah, I’m gonna move this 2 requirements started.

567 00:45:03.190 00:45:04.340 Amber Lin: Great.

568 00:45:04.980 00:45:09.610 Amber Lin: I feel like I can just delete this. I don’t think Denise is ever gonna

569 00:45:10.750 00:45:12.689 Amber Lin: if we’re gonna figure that out.

570 00:45:15.774 00:45:17.580 Miguel de Veyra: Correct.

571 00:45:17.580 00:45:19.650 Amber Lin: I will go get that.

572 00:45:19.650 00:45:20.950 Miguel de Veyra: That’s our Pm.

573 00:45:25.000 00:45:29.740 Amber Lin: I will go to this today. Is this assigned to me. Great?

574 00:45:30.050 00:45:31.946 Amber Lin: Yeah, that’s it. Just

575 00:45:32.420 00:45:37.599 Miguel de Veyra: Probably hop on a bit tomorrow, but it’s gonna be late very late at night.

576 00:45:38.540 00:45:39.730 Miguel de Veyra: My time.

577 00:45:41.070 00:45:42.390 Amber Lin: To do.

578 00:45:42.890 00:45:45.170 Miguel de Veyra: To do the data for Annie.

579 00:45:46.340 00:45:48.030 Amber Lin: Oh, I see!

580 00:45:48.030 00:45:52.119 Miguel de Veyra: Yeah, cause I’m gonna be upgrading my PC tomorrow. So yeah, it’s gonna be a bit.

581 00:45:52.120 00:45:56.580 Amber Lin: Is it an NAN. To add an extra step.

582 00:45:57.585 00:46:04.520 Miguel de Veyra: We’re probably just gonna add an ex extra step extra node on the existing one. Right? Casey.

583 00:46:04.970 00:46:09.020 Casie Aviles: Yeah, and then we’ll have to add another column to the database.

584 00:46:09.020 00:46:11.070 Miguel de Veyra: Yeah, that’s true.

585 00:46:11.280 00:46:12.800 Casie Aviles: Oh, by the ways! Yes.

586 00:46:13.420 00:46:21.180 Miguel de Veyra: Yeah, wait. Why can’t we just can. Can’t we just run an all, by the way, in.

587 00:46:23.350 00:46:24.810 Casie Aviles: A separate workflow.

588 00:46:24.950 00:46:29.969 Miguel de Veyra: No, no like in Sq. Were like, Hey, if these words are here just.

589 00:46:29.970 00:46:30.470 Amber Lin: Oh!

590 00:46:30.470 00:46:31.770 Miguel de Veyra: Oh, by the way through.

591 00:46:33.010 00:46:37.452 Amber Lin: Okay, that that can be any. Oh, my God, your guys are so smart.

592 00:46:37.950 00:46:40.970 Amber Lin: SQL, query contains.

593 00:46:41.300 00:46:42.070 Casie Aviles: Oh, but yeah.

594 00:46:42.070 00:46:42.660 Amber Lin: Right?

595 00:46:43.770 00:46:46.650 Amber Lin: Categorize based on.

596 00:46:46.650 00:46:49.679 Miguel de Veyra: Or then oh, by the way, truth, then, that’s wrong.

597 00:46:50.110 00:46:55.759 Amber Lin: Yeah, that’s the true. And then, oh, by the way, like for types.

598 00:47:02.490 00:47:08.399 Amber Lin: yeah, I mean for the types. I don’t know how she’s gonna categorize them.

599 00:47:13.510 00:47:16.739 Amber Lin: but maybe we don’t even need a smart agent step.

600 00:47:17.140 00:47:20.970 Miguel de Veyra: Yeah, I mean if she if she if she can do it, I’ll do it.

601 00:47:20.970 00:47:23.510 Casie Aviles: The categorization step 4. Sorry.

602 00:47:24.718 00:47:26.959 Amber Lin: So to see. Okay, how?

603 00:47:27.350 00:47:44.409 Amber Lin: What’s the frequency of? Oh, by the way, for per category, right? Say example. They just sent us the window cleaning. And the purpose is that, okay? This season we’re emphasizing termites and window cleaning. So how often did you mention this with your bot?

604 00:47:44.410 00:47:45.790 Casie Aviles: Oh, okay.

605 00:47:45.790 00:47:48.919 Amber Lin: Did more sales, we can say, Oh, the bot helped us.

606 00:47:49.680 00:47:50.370 Casie Aviles: Okay.

607 00:47:50.700 00:47:56.229 Amber Lin: Yeah, but I will give it to her. I’ll let her try and explore the data.

608 00:47:59.680 00:48:03.459 Amber Lin: I’m gonna say, by Thursday.

609 00:48:04.070 00:48:10.339 Amber Lin: okay, great less work for you. Good job delegating. I didn’t even think of that.

610 00:48:10.990 00:48:17.760 Miguel de Veyra: Okay, yeah. But yeah, I’ll probably be online. Still, just let me know if you can’t figure it out. We’ll do it in any time.

611 00:48:18.890 00:48:19.640 Amber Lin: Okay.

612 00:48:21.870 00:48:22.470 Miguel de Veyra: Okay.

613 00:48:22.470 00:48:23.470 Miguel de Veyra: Thanks. Everyone.

614 00:48:23.470 00:48:24.539 Amber Lin: Alright. Thank you. Guys.

615 00:48:24.540 00:48:26.640 Miguel de Veyra: I’ll see you Thursday. Amber.

616 00:48:27.290 00:48:27.889 Amber Lin: Yeah, I’ll see.

617 00:48:27.890 00:48:28.550 Casie Aviles: Do you remember?

618 00:48:28.550 00:48:32.210 Amber Lin: And then just let me know the sales specs.

619 00:48:32.210 00:48:33.200 Miguel de Veyra: Yep. Yep.

620 00:48:33.200 00:48:34.380 Amber Lin: Yeah, okay.

621 00:48:34.380 00:48:36.000 Miguel de Veyra: Thanks! Bye, bye, thanks everyone.

622 00:48:36.360 00:48:37.090 Casie Aviles: Thank you.