Meeting Title: Cid <> Casie: Bulk Email Drafting Date: 2025-08-12 Meeting participants: Elissa Mae Cid, Casie Aviles
WEBVTT
1 00:00:08.550 ⇒ 00:00:09.980 Elissa Mae Cid: Hello!
2 00:00:11.440 ⇒ 00:00:12.980 Casie Aviles: How are you?
3 00:00:12.980 ⇒ 00:00:17.069 Elissa Mae Cid: Hi, I’m good. How do I pronounce your name? Casey Cassie.
4 00:00:17.600 ⇒ 00:00:19.859 Casie Aviles: It’s Casey, Casey.
5 00:00:20.070 ⇒ 00:00:24.899 Elissa Mae Cid: Casey, okay. Hello, thank you so much for this.
6 00:00:26.020 ⇒ 00:00:27.999 Casie Aviles: Yeah, sure, no problem.
7 00:00:28.660 ⇒ 00:00:31.199 Casie Aviles: Yeah, I guess for me, I just, …
8 00:00:31.440 ⇒ 00:00:34.630 Casie Aviles: So, yeah, I would love to get some context on
9 00:00:35.710 ⇒ 00:00:39.339 Casie Aviles: Like, especially, like, the data source that we want to….
10 00:00:40.850 ⇒ 00:00:41.700 Elissa Mae Cid: Oh, okay.
11 00:00:41.700 ⇒ 00:00:42.180 Casie Aviles: Yes.
12 00:00:42.180 ⇒ 00:00:43.619 Elissa Mae Cid: Okay, sure, sure.
13 00:00:43.740 ⇒ 00:00:45.860 Elissa Mae Cid: I’ll share my screen.
14 00:00:46.490 ⇒ 00:00:47.090 Casie Aviles: Sure.
15 00:00:47.490 ⇒ 00:00:52.540 Elissa Mae Cid: So, apart… other than the data source, what other information that you need to.
16 00:00:55.180 ⇒ 00:01:01.370 Casie Aviles: And also, like, because we will be generating… emails, right? So…
17 00:01:02.410 ⇒ 00:01:14.369 Casie Aviles: we want to AI generate this? Do we want to… do you want to have AI create the drafts? Or are you… do you already have the drafts, and all you need is to send… to… to create them? Or to send them?
18 00:01:15.590 ⇒ 00:01:23.530 Elissa Mae Cid: Okay, gotcha. So, number one… we already have the drafts. The difference is that.
19 00:01:24.910 ⇒ 00:01:25.420 Casie Aviles: for you to….
20 00:01:25.420 ⇒ 00:01:30.070 Elissa Mae Cid: I’ll show you the list first, great. But we already have the jobs for each
21 00:01:30.190 ⇒ 00:01:32.780 Elissa Mae Cid: Deal stage that they are currently in.
22 00:01:33.330 ⇒ 00:01:41.439 Elissa Mae Cid: Okay, so… Quickly… I hope my, audio is clear.
23 00:01:42.640 ⇒ 00:01:44.370 Casie Aviles: Yeah, I can, I can hear.
24 00:01:44.840 ⇒ 00:01:48.770 Elissa Mae Cid: Okay, great. So, let me know if you see my screen.
25 00:01:50.250 ⇒ 00:01:51.830 Casie Aviles: Yes, I can see it, I can see it.
26 00:01:51.840 ⇒ 00:02:06.110 Elissa Mae Cid: Okay, all right. So, we already have, prepared graphs for each of the deal stages that they’re currently in. So, for example, if the deal stage is under… or if the client is under…
27 00:02:06.530 ⇒ 00:02:18.220 Elissa Mae Cid: circle back, so we have a specific email to be drafted under circleback, and same goes with the other field stages here, like, whether
28 00:02:18.360 ⇒ 00:02:23.520 Elissa Mae Cid: They’re a loss due to bad candidates, dragging feet, grossland, and so on.
29 00:02:23.860 ⇒ 00:02:28.620 Elissa Mae Cid: So these are the campaign leads that we have, so this will be your data source.
30 00:02:28.760 ⇒ 00:02:34.609 Elissa Mae Cid: And then the email addresses that we have for these companies are found here in this column.
31 00:02:35.460 ⇒ 00:02:51.960 Elissa Mae Cid: So, one thing that I need to do on my end is, as you can see here, some of the email addresses doesn’t have any contact names, so I would need to add some contact names here in TOS. I think that’s one of the questions that we also asked. I forgot the term.
32 00:02:51.960 ⇒ 00:02:52.900 Casie Aviles: Yes.
33 00:02:52.900 ⇒ 00:02:57.099 Elissa Mae Cid: Yeah, yeah, so, we only need to change the name.
34 00:02:57.580 ⇒ 00:02:58.610 Elissa Mae Cid: of the,
35 00:02:59.430 ⇒ 00:03:15.630 Elissa Mae Cid: Yeah, that value itself, okay? And then, my question is that we can also draft emails, like, for example, for one company or for one client, we need to send an email to this three, so we can also do that.
36 00:03:17.030 ⇒ 00:03:22.480 Casie Aviles: So we want to send, like, separate emails for each contact email here, right?
37 00:03:23.190 ⇒ 00:03:26.760 Elissa Mae Cid: Okay, so that’s a good question. So again, just….
38 00:03:26.760 ⇒ 00:03:28.180 Casie Aviles: Yeah, yeah, okay, yeah.
39 00:03:28.180 ⇒ 00:03:37.639 Elissa Mae Cid: We can just… better. We can just send them one email, so just, like, CC the other two.
40 00:03:37.640 ⇒ 00:03:39.249 Casie Aviles: Ccc, okay.
41 00:03:39.250 ⇒ 00:03:39.800 Elissa Mae Cid: Yep.
42 00:03:40.260 ⇒ 00:03:40.980 Casie Aviles: So I think….
43 00:03:40.980 ⇒ 00:03:42.019 Elissa Mae Cid: I knew that.
44 00:03:42.450 ⇒ 00:03:46.540 Casie Aviles: Yeah, it would be great, like, if we could specify who is, like.
45 00:03:46.940 ⇒ 00:03:53.159 Casie Aviles: the main recipient, and then who do we add as CC? Yeah, that would be great.
46 00:03:54.190 ⇒ 00:03:56.050 Elissa Mae Cid: Alright, so I’ll add it here.
47 00:03:56.740 ⇒ 00:04:04.010 Elissa Mae Cid: a page… So, lead recipients, and who does CC? Alright.
48 00:04:04.010 ⇒ 00:04:04.690 Casie Aviles: Yes.
49 00:04:04.690 ⇒ 00:04:24.170 Elissa Mae Cid: Okay, alright, what else? So, number one, I’ll add the contact names here, so that we know what first name you should add. And then second, I’ll add, or I’ll identify who the main recipient is and who to CC. And then third, I will send you…
50 00:04:24.600 ⇒ 00:04:30.200 Elissa Mae Cid: The link to this source of leads, right? I’ll send you the link.
51 00:04:30.300 ⇒ 00:04:42.420 Elissa Mae Cid: And then second, do you prefer to have the drafted message in this spreadsheet already, or should I also give you the link to the notion containing the message?
52 00:04:42.770 ⇒ 00:04:53.159 Casie Aviles: I think it would… it would be a lot easier if it’s already in one sheet, so I just have to check this sheet, if that’s possible, okay, if that’s possible.
53 00:04:54.010 ⇒ 00:04:59.539 Elissa Mae Cid: If it is possible, I want it to be easier for you.
54 00:04:59.790 ⇒ 00:05:05.010 Elissa Mae Cid: Message to… drafted. Right.
55 00:05:05.350 ⇒ 00:05:07.830 Elissa Mae Cid: private here. What else?
56 00:05:08.000 ⇒ 00:05:09.639 Elissa Mae Cid: Do you need dribbies?
57 00:05:10.770 ⇒ 00:05:20.409 Casie Aviles: I think, like, the sender, like, we’ll be using your, are we going to use your email address?
58 00:05:21.310 ⇒ 00:05:23.399 Casie Aviles: Or is it photons?
59 00:05:23.900 ⇒ 00:05:31.329 Elissa Mae Cid: Yeah, that’s a good question. So, as you can see here, We should
60 00:05:32.580 ⇒ 00:05:38.280 Elissa Mae Cid: So we have two different owners, right? It’s either Robert, Or UTAB.
61 00:05:38.470 ⇒ 00:05:45.079 Elissa Mae Cid: So, if the owner is under UTAM, then the email address should be sent from UTAMS?
62 00:05:45.490 ⇒ 00:05:46.180 Casie Aviles: Okay, okay.
63 00:05:46.180 ⇒ 00:05:47.889 Elissa Mae Cid: The same goes for copper, yep.
64 00:05:49.810 ⇒ 00:05:51.280 Casie Aviles: Yeah, that makes sense.
65 00:05:51.680 ⇒ 00:05:56.199 Elissa Mae Cid: Alright. Do you need their email credentials? Would you have access to it already?
66 00:05:56.800 ⇒ 00:06:00.250 Casie Aviles: I think I can get that from them, yeah, no problem with that.
67 00:06:00.250 ⇒ 00:06:01.070 Elissa Mae Cid: Okay.
68 00:06:01.530 ⇒ 00:06:06.119 Elissa Mae Cid: Alright, okay, so… alright, what else?
69 00:06:10.540 ⇒ 00:06:19.000 Elissa Mae Cid: So far, those are the only… yeah, I think those are just the two that I need. Those are just the items that I need.
70 00:06:19.220 ⇒ 00:06:23.409 Elissa Mae Cid: So, once I have provided
71 00:06:23.620 ⇒ 00:06:26.310 Elissa Mae Cid: All information that you need from me.
72 00:06:26.530 ⇒ 00:06:33.009 Elissa Mae Cid: Are there any other… Processes that you need to…
73 00:06:34.250 ⇒ 00:06:39.290 Elissa Mae Cid: Walk me through, or is it just me handing over this information to you?
74 00:06:40.340 ⇒ 00:06:47.970 Casie Aviles: I can handle the sending part, but I can also give you, like, an idea on what I plan to do, just so you also know.
75 00:06:48.870 ⇒ 00:06:49.480 Elissa Mae Cid: Yes, I.
76 00:06:49.480 ⇒ 00:06:50.080 Casie Aviles: ….
77 00:06:50.080 ⇒ 00:06:53.639 Elissa Mae Cid: Yes, I would rather have that as well.
78 00:06:53.770 ⇒ 00:06:57.749 Casie Aviles: So, I can share, like, my screen as well, if that’s fine.
79 00:06:58.510 ⇒ 00:07:01.680 Elissa Mae Cid: Okay, so I’ll stop sharing.
80 00:07:04.190 ⇒ 00:07:04.830 Casie Aviles: Okay.
81 00:07:06.150 ⇒ 00:07:13.560 Casie Aviles: … Yeah, so… Wait, let me just… I… things.
82 00:07:15.180 ⇒ 00:07:19.750 Casie Aviles: So it’s not, … it’s not blocking anything. Okay.
83 00:07:19.950 ⇒ 00:07:30.219 Casie Aviles: So, I… basically, my main tool for this is just using a workflow. Initially, I thought we were going to generate, like, drafts of
84 00:07:31.120 ⇒ 00:07:34.480 Casie Aviles: We’re going to do AI generation of the drafts.
85 00:07:34.690 ⇒ 00:07:35.440 Casie Aviles: So….
86 00:07:35.440 ⇒ 00:07:37.029 Elissa Mae Cid: We will do that soon.
87 00:07:37.140 ⇒ 00:07:39.690 Elissa Mae Cid: That’s… that’s the second phase, I think, yeah.
88 00:07:39.690 ⇒ 00:07:43.079 Casie Aviles: Yeah, okay, so that would be great, …
89 00:07:43.580 ⇒ 00:07:54.729 Casie Aviles: I wasn’t sure if, like, the mark… if the sales team already had, like, a way to do bulk email sending, but basically what I will just do is I will just get
90 00:07:55.000 ⇒ 00:08:01.289 Casie Aviles: all the rows that I need from the spreadsheet, so yeah, the link, actually, I would love to have the link as well from you.
91 00:08:01.550 ⇒ 00:08:02.700 Elissa Mae Cid: Okay. ….
92 00:08:02.760 ⇒ 00:08:05.730 Casie Aviles: I would go through each row, and then…
93 00:08:07.840 ⇒ 00:08:13.950 Casie Aviles: The next part I would probably need to change this is I would just create, like, Gmail drafts.
94 00:08:14.480 ⇒ 00:08:20.399 Casie Aviles: So I’m not… so do we want to send it, or do we want to just draft it, like, inside…
95 00:08:20.730 ⇒ 00:08:23.150 Casie Aviles: You know, like, in, in, … sorry.
96 00:08:23.250 ⇒ 00:08:24.420 Casie Aviles: Let me show you.
97 00:08:24.990 ⇒ 00:08:26.650 Elissa Mae Cid: Under that section.
98 00:08:26.650 ⇒ 00:08:29.530 Casie Aviles: Here, yeah. It would be saved here, right?
99 00:08:30.180 ⇒ 00:08:33.169 Elissa Mae Cid: Yes, it will be saved there. Just a question.
100 00:08:33.330 ⇒ 00:08:35.890 Elissa Mae Cid: Casey. So….
101 00:08:35.890 ⇒ 00:08:36.530 Casie Aviles: For sure.
102 00:08:36.990 ⇒ 00:08:45.630 Elissa Mae Cid: If, for example, for now, let’s have it in drafts, for now. So they’re now in drafts. Then what if, …
103 00:08:46.740 ⇒ 00:08:51.879 Elissa Mae Cid: we want… we want to decide if we will now do bulk sendings. Is that possible?
104 00:08:53.630 ⇒ 00:08:54.160 Casie Aviles: Hmm.
105 00:08:54.160 ⇒ 00:08:55.380 Elissa Mae Cid: Sorry.
106 00:08:55.930 ⇒ 00:08:56.290 Casie Aviles: issue.
107 00:08:56.290 ⇒ 00:09:01.890 Elissa Mae Cid: The… it’s either drafting, Or we have to decide either drafting or sending.
108 00:09:04.300 ⇒ 00:09:10.800 Casie Aviles: I’m not sure if, like, if we could direct… we could send from the drafts. I’m checking right now.
109 00:09:11.380 ⇒ 00:09:14.479 Casie Aviles: There should be a step here, like, get many drafts.
110 00:09:16.170 ⇒ 00:09:16.950 Elissa Mae Cid: And… Nope.
111 00:09:17.000 ⇒ 00:09:27.379 Casie Aviles: Once we get the drafts, we could probably do, like, Send… Like, yeah, send message, right?
112 00:09:28.010 ⇒ 00:09:28.850 Elissa Mae Cid: -Oh.
113 00:09:28.850 ⇒ 00:09:30.790 Casie Aviles: So you could probably do this step.
114 00:09:31.440 ⇒ 00:09:36.070 Casie Aviles: I haven’t really tested this, but this is probably the way to do it.
115 00:09:36.890 ⇒ 00:09:54.359 Elissa Mae Cid: Alright, … okay, so the other thing that I would need to clarify with the baby first, for this first batch, because we’ll have another batch by tomorrow, so for this first batch, I will check with him if he’s okay with
116 00:09:54.630 ⇒ 00:10:06.000 Elissa Mae Cid: sending it now, directly to the centers, or does he prefer to have it drafted… to have it in the jobs list? So, I’ll confirm that with him, yes, but….
117 00:10:06.000 ⇒ 00:10:06.550 Casie Aviles: Okay.
118 00:10:06.550 ⇒ 00:10:12.690 Elissa Mae Cid: For now, would it be okay if we, do…
119 00:10:13.530 ⇒ 00:10:17.920 Elissa Mae Cid: stable testing you might add, just….
120 00:10:19.240 ⇒ 00:10:22.670 Casie Aviles: Oh, sorry, sorry, I think your audio is starting to cut off now.
121 00:10:23.790 ⇒ 00:10:27.590 Elissa Mae Cid: Okay. How about this? Can you hear me well now?
122 00:10:27.970 ⇒ 00:10:29.470 Casie Aviles: Yes, yes, yes.
123 00:10:29.470 ⇒ 00:10:34.850 Elissa Mae Cid: Okay, so, okay, I’ll confirm with Utam.
124 00:10:34.960 ⇒ 00:10:41.179 Elissa Mae Cid: For the first batch, whether he prefers to have it drafted or directly send it,
125 00:10:41.390 ⇒ 00:10:43.150 Elissa Mae Cid: But…
126 00:10:43.270 ⇒ 00:10:52.000 Elissa Mae Cid: For now, is it possible for us to do testing for one or two emails using my account?
127 00:10:52.390 ⇒ 00:10:53.990 Casie Aviles: Yes, yes, we could, we could do that.
128 00:10:54.390 ⇒ 00:10:55.730 Elissa Mae Cid: I, ….
129 00:10:55.730 ⇒ 00:10:57.629 Casie Aviles: Yeah, you mean right now, right?
130 00:10:58.100 ⇒ 00:10:58.920 Elissa Mae Cid: Yes.
131 00:10:58.920 ⇒ 00:11:04.680 Casie Aviles: Okay, I guess just give me, like, the link to the spreadsheet. Yes, yes.
132 00:11:04.680 ⇒ 00:11:08.110 Elissa Mae Cid: Okay, I’ll send you the link.
133 00:11:10.340 ⇒ 00:11:11.390 Elissa Mae Cid: Here.
134 00:11:12.010 ⇒ 00:11:13.610 Elissa Mae Cid: I’ll send it in chat.
135 00:11:16.680 ⇒ 00:11:17.690 Elissa Mae Cid: There you go.
136 00:11:17.900 ⇒ 00:11:20.249 Elissa Mae Cid: I’ll add the message.
137 00:11:20.730 ⇒ 00:11:23.750 Elissa Mae Cid: So that you can also copy it.
138 00:11:26.020 ⇒ 00:11:26.640 Casie Aviles: Okay.
139 00:11:29.440 ⇒ 00:11:30.300 Elissa Mae Cid: Very cool.
140 00:11:35.470 ⇒ 00:11:36.970 Casie Aviles: Okay, I see.
141 00:11:42.260 ⇒ 00:11:43.140 Casie Aviles: Okay.
142 00:11:43.340 ⇒ 00:11:49.980 Casie Aviles: So, we have this… spreadsheet. Now, the next step is for me to enter the URL.
143 00:11:50.580 ⇒ 00:11:54.680 Casie Aviles: And… Yeah, let’s see from the list…
144 00:11:55.000 ⇒ 00:11:59.430 Casie Aviles: We are getting from final list. Yes, okay.
145 00:12:03.850 ⇒ 00:12:06.509 Casie Aviles: And we want to test with two…
146 00:12:06.860 ⇒ 00:12:11.080 Casie Aviles: two rows, right? So we’ll do two and three.
147 00:12:11.710 ⇒ 00:12:12.620 Casie Aviles: Sweet.
148 00:12:17.080 ⇒ 00:12:22.629 Casie Aviles: Sorry, can you hear me? I think, I think I can hear you right now, if you’re talking.
149 00:12:36.180 ⇒ 00:12:37.630 Casie Aviles: Let me… let me do the chat.
150 00:14:26.360 ⇒ 00:14:28.559 Elissa Mae Cid: Hi, Casey, sorry about that.
151 00:14:29.300 ⇒ 00:14:34.530 Casie Aviles: Hey, hey, yeah, no problem. I thought I was, … I was having internet issues.
152 00:14:35.430 ⇒ 00:14:38.120 Elissa Mae Cid: No, it’s, it’s, it’s me, not you.
153 00:14:38.120 ⇒ 00:14:44.660 Casie Aviles: Yeah, no problem. Yeah, I’m just about to, like, test, … descending.
154 00:14:45.910 ⇒ 00:14:46.890 Elissa Mae Cid: Okay.
155 00:14:49.180 ⇒ 00:14:51.669 Casie Aviles: Let’s just… let me just run this for now.
156 00:14:54.530 ⇒ 00:14:58.790 Elissa Mae Cid: Are you trying to… Just before? This is the first time.
157 00:15:00.420 ⇒ 00:15:05.159 Casie Aviles: I don’t really handle, like, … Bulk email sending.
158 00:15:05.330 ⇒ 00:15:07.049 Elissa Mae Cid: I see, okay.
159 00:15:07.050 ⇒ 00:15:12.460 Casie Aviles: But I guess this is just the tool that I use in general for any kind of automation, so….
160 00:15:12.640 ⇒ 00:15:13.793 Elissa Mae Cid: I see.
161 00:15:14.870 ⇒ 00:15:22.259 Casie Aviles: Yeah, because I wasn’t sure, like, if the sales team already had, like, a process, because many CRMs would, you know, have their own…
162 00:15:22.620 ⇒ 00:15:27.599 Casie Aviles: Features to kind of, you know, send, like, bulk email campaigns or something like that.
163 00:15:28.750 ⇒ 00:15:33.950 Casie Aviles: So I wasn’t sure, like, if the sales team already used, like, HubSpot for that.
164 00:15:35.190 ⇒ 00:15:39.990 Elissa Mae Cid: Well, for now, not yet, so it’s the first time.
165 00:15:40.620 ⇒ 00:15:41.949 Casie Aviles: I see, I see, yeah.
166 00:15:43.670 ⇒ 00:15:50.289 Casie Aviles: Let’s just do… I think we’re going to do two rows for now, right?
167 00:15:51.160 ⇒ 00:15:53.560 Elissa Mae Cid: Yep, just two with contacts.
168 00:15:55.510 ⇒ 00:15:56.260 Casie Aviles: Probably.
169 00:15:58.950 ⇒ 00:16:03.609 Casie Aviles: With contacts, okay, … Which one has contacts here?
170 00:16:05.540 ⇒ 00:16:07.159 Elissa Mae Cid: Sorry about that.
171 00:16:09.080 ⇒ 00:16:15.540 Elissa Mae Cid: So let’s try… Hector Torres, and Mike Jarvis.
172 00:16:17.370 ⇒ 00:16:20.509 Casie Aviles: This, this 22 and 28.
173 00:16:25.710 ⇒ 00:16:26.540 Casie Aviles: Alright.
174 00:16:57.300 ⇒ 00:16:58.660 Casie Aviles: Neverminded.
175 00:17:10.500 ⇒ 00:17:11.540 Casie Aviles: Yes.
176 00:17:54.170 ⇒ 00:17:55.760 Casie Aviles: Let me just save this.
177 00:17:57.930 ⇒ 00:18:03.500 Casie Aviles: And… I need a Gmail account. I could just use mine for now.
178 00:18:03.670 ⇒ 00:18:06.189 Casie Aviles: Your account is not yet connected here.
179 00:18:06.710 ⇒ 00:18:09.390 Elissa Mae Cid: Okay, it’s fine. Thank you.
180 00:18:12.630 ⇒ 00:18:16.380 Casie Aviles: Let’s see… oh, the contact we have to…
181 00:20:21.920 ⇒ 00:20:26.260 Casie Aviles: Let’s check my email, if we were able to create the draft.
182 00:20:27.280 ⇒ 00:20:28.000 Elissa Mae Cid: change.
183 00:20:34.630 ⇒ 00:20:38.140 Casie Aviles: Yep, … Yeah, see, you’re…
184 00:20:41.710 ⇒ 00:20:47.870 Casie Aviles: So we’re able to create drafts this way, and we just need to add, like, You know, what…
185 00:20:48.420 ⇒ 00:20:54.809 Casie Aviles: message you want to send them, the drafts, and yeah, and then, like, the CC carbon copy.
186 00:20:55.680 ⇒ 00:20:56.300 Elissa Mae Cid: Yep.
187 00:20:56.400 ⇒ 00:21:06.389 Elissa Mae Cid: Alright, okay, so I also need to, provide you with the subject line, right, so that you can also include that value.
188 00:21:07.530 ⇒ 00:21:16.689 Casie Aviles: Yeah, that would be, that would be helpful as well. And yeah, if there’s, like, a, like, what do you call this, a dynamic value that you need, like.
189 00:21:16.900 ⇒ 00:21:23.020 Casie Aviles: maybe we could also do something like, you know, something like name, hello, something like that. Like, this is.
190 00:21:23.020 ⇒ 00:21:23.480 Elissa Mae Cid: -
191 00:21:23.480 ⇒ 00:21:24.250 Casie Aviles: dynamic.
192 00:21:24.760 ⇒ 00:21:25.550 Casie Aviles: Heck yeah.
193 00:21:25.550 ⇒ 00:21:32.109 Elissa Mae Cid: Okay, do I need to… of state whether…
194 00:21:32.650 ⇒ 00:21:36.750 Elissa Mae Cid: So, example, in the draft message.
195 00:21:37.240 ⇒ 00:21:42.589 Elissa Mae Cid: Because I also want to make sure that you’re okay with how we wrote it.
196 00:21:42.710 ⇒ 00:21:46.349 Elissa Mae Cid: So, under messages to be drafted.
197 00:21:46.520 ⇒ 00:21:55.930 Elissa Mae Cid: So, for example, any way we can be helpful, that’s the subject line. So, for the high first name, you’re okay with me just…
198 00:21:56.210 ⇒ 00:21:59.199 Elissa Mae Cid: Giving the value of… just like that.
199 00:21:59.840 ⇒ 00:22:01.499 Elissa Mae Cid: First name, so that….
200 00:22:01.500 ⇒ 00:22:02.020 Casie Aviles: Yeah, yeah.
201 00:22:02.020 ⇒ 00:22:12.239 Elissa Mae Cid: Dynamic value. Okay, got it. Alright, and then, … okay, so I just noticed here that the…
202 00:22:13.540 ⇒ 00:22:26.619 Elissa Mae Cid: Okay, so I realized, Casey, for example, in the message, the AI growth sprint overview, the automating ticket creation, they used to have a link.
203 00:22:27.530 ⇒ 00:22:33.120 Elissa Mae Cid: or all of these used to have links, so when I pasted it here, since they are in one cell.
204 00:22:33.220 ⇒ 00:22:35.389 Elissa Mae Cid: All of those links.
205 00:22:36.180 ⇒ 00:22:46.090 Elissa Mae Cid: are gone. So should I… should I, just have all of this in a separate… Cell, or row?
206 00:22:46.460 ⇒ 00:22:48.830 Casie Aviles: Sorry, sorry, wh-wh-wh-wh-.
207 00:22:48.830 ⇒ 00:22:51.450 Elissa Mae Cid: Where are we the, … what’s….
208 00:22:51.800 ⇒ 00:22:53.030 Casie Aviles: Where are we looking at?
209 00:22:53.030 ⇒ 00:22:53.820 Elissa Mae Cid: Okay.
210 00:22:54.210 ⇒ 00:22:58.479 Elissa Mae Cid: Let me just share my screen. Oh, yeah, go to…
211 00:22:58.850 ⇒ 00:23:06.330 Elissa Mae Cid: Okay, we can share it instead. So… for example… B.
212 00:23:09.240 ⇒ 00:23:15.840 Elissa Mae Cid: Here you go. So this is under the sheet messages to be drafted, right? So…
213 00:23:15.970 ⇒ 00:23:24.450 Elissa Mae Cid: This one, like, AI Growth Sprint Overview, Automating Ticket Creation, sample project plan, the one in bullets.
214 00:23:25.110 ⇒ 00:23:26.570 Elissa Mae Cid: This one right here.
215 00:23:26.880 ⇒ 00:23:37.300 Elissa Mae Cid: So they… in motion, they used to have links, but when they pasted it here, all links are gone because they are all in one row. So, for this one…
216 00:23:37.390 ⇒ 00:23:47.190 Elissa Mae Cid: How do you prefer it for me to be formatted here? Should I separate them in one row? And you can just merge it when you create a draft?
217 00:23:48.740 ⇒ 00:23:55.690 Casie Aviles: Hmm, I think… Can you… is it possible to, like, do the hyperlink here? ….
218 00:23:56.710 ⇒ 00:23:57.480 Elissa Mae Cid: ….
219 00:23:58.870 ⇒ 00:24:03.619 Casie Aviles: Yeah, for example, include… I don’t know, something like this.
220 00:24:06.560 ⇒ 00:24:08.080 Casie Aviles: Yeah, kind of like that.
221 00:24:08.790 ⇒ 00:24:12.190 Casie Aviles: Did you see the update? I’m not sure if you saw it.
222 00:24:12.710 ⇒ 00:24:13.850 Elissa Mae Cid: No….
223 00:24:15.660 ⇒ 00:24:18.030 Casie Aviles: Yeah, you can try refreshing if….
224 00:24:19.550 ⇒ 00:24:23.360 Elissa Mae Cid: Okay, let me just… …
225 00:24:31.710 ⇒ 00:24:33.279 Elissa Mae Cid: To do this refresh.
226 00:24:35.150 ⇒ 00:24:36.280 Elissa Mae Cid: gone.
227 00:24:37.040 ⇒ 00:24:39.690 Casie Aviles: Holy… Pop.
228 00:24:39.690 ⇒ 00:24:40.240 Elissa Mae Cid: Yes.
229 00:24:43.890 ⇒ 00:24:47.950 Casie Aviles: I edited the ABC Home. I’m not sure if you can see that.
230 00:24:49.030 ⇒ 00:24:50.589 Casie Aviles: I added, like, a link.
231 00:24:51.580 ⇒ 00:24:54.759 Elissa Mae Cid: Okay, let’s see…
232 00:24:58.770 ⇒ 00:24:59.640 Elissa Mae Cid: Hmm.
233 00:25:00.800 ⇒ 00:25:02.379 Elissa Mae Cid: There you go.
234 00:25:02.380 ⇒ 00:25:05.049 Casie Aviles: Yeah, something like that. Is that… is that possible?
235 00:25:05.740 ⇒ 00:25:07.100 Elissa Mae Cid: Yeah, it is.
236 00:25:08.340 ⇒ 00:25:09.030 Casie Aviles: Okay.
237 00:25:12.680 ⇒ 00:25:14.960 Elissa Mae Cid: Can I add links to each of this?
238 00:25:17.020 ⇒ 00:25:18.430 Elissa Mae Cid: In one room.
239 00:25:21.590 ⇒ 00:25:22.749 Elissa Mae Cid: Can I do that?
240 00:25:24.290 ⇒ 00:25:30.210 Casie Aviles: What I did was, … Ctrl-K, and then I inserted, like, a link.
241 00:25:32.350 ⇒ 00:25:34.339 Elissa Mae Cid: Oh, okay, let me try.
242 00:25:35.080 ⇒ 00:25:36.180 Elissa Mae Cid: It’s just new.
243 00:25:36.660 ⇒ 00:25:37.740 Elissa Mae Cid: I see.
244 00:25:38.430 ⇒ 00:25:44.300 Elissa Mae Cid: And then… How do we insert it to a specific X.
245 00:25:45.680 ⇒ 00:25:49.700 Casie Aviles: Yeah, that one. Ctrl-K, highlight the text, and then Ctrl-K.
246 00:25:50.760 ⇒ 00:25:54.080 Elissa Mae Cid: Oh, got it. Okay, I’ll do that.
247 00:25:54.980 ⇒ 00:25:56.360 Casie Aviles: Yeah, that would be helpful.
248 00:25:57.160 ⇒ 00:26:02.970 Elissa Mae Cid: Okay, alright, so… Alright, I will play with the workflow.
249 00:26:03.160 ⇒ 00:26:06.919 Elissa Mae Cid: So, one thing that you need to do is…
250 00:26:07.180 ⇒ 00:26:17.000 Elissa Mae Cid: Add all of the contacts here, and, contact name of all contacts, and then second, identify who the main recipient NCC is.
251 00:26:17.170 ⇒ 00:26:21.559 Elissa Mae Cid: Third, messages to be drafted, I’ll add all of it here.
252 00:26:21.790 ⇒ 00:26:29.880 Elissa Mae Cid: Fourth, check with UTAM whether they prefer to have it on drafts first, before we send it.
253 00:26:30.090 ⇒ 00:26:48.889 Elissa Mae Cid: I’ll confirm that within the day. So my target piece is, I’ll finish all of this in a few… like, give me 30 minutes to finish all of it, because we also want to send the first batch today. I hope it’s not that, too much for you as of today.
254 00:26:49.110 ⇒ 00:26:51.270 Elissa Mae Cid: Are you fool… pool.
255 00:26:52.360 ⇒ 00:26:58.199 Casie Aviles: Yeah, I think we could do that, like, the drafts first, and have, you know, have Utam review that.
256 00:26:58.660 ⇒ 00:26:59.330 Casie Aviles: …
257 00:26:59.460 ⇒ 00:27:06.290 Casie Aviles: Yeah, I think you should be able to send it, just, … yeah, I’ll just have… I just have some deadlines as well today, but…
258 00:27:06.850 ⇒ 00:27:09.770 Casie Aviles: Yeah, we’ll see, we’ll see. I think I can make some time.
259 00:27:10.830 ⇒ 00:27:11.460 Casie Aviles: Yeah.
260 00:27:11.460 ⇒ 00:27:19.860 Elissa Mae Cid: Okay, I’ll be quick, just give me 30 minutes to update all of the sheets, and then I’ll ping you once done.
261 00:27:20.990 ⇒ 00:27:22.700 Casie Aviles: Yeah, yeah, no problem, no problem.
262 00:27:23.380 ⇒ 00:27:29.050 Elissa Mae Cid: Okay, alright. Thank you so much, Casey, for your time, appreciate it.
263 00:27:29.720 ⇒ 00:27:34.330 Casie Aviles: Yeah, yeah, no problem, no problem. Just, yeah, just message me on Slack whenever.
264 00:27:35.370 ⇒ 00:27:38.509 Elissa Mae Cid: Yes, I’ll be quick, I’ll make this quick. Thank you.
265 00:27:38.510 ⇒ 00:27:43.510 Casie Aviles: Yeah, yeah, no problem. I mean, I don’t want to rush you either, like, I just, you know…
266 00:27:44.020 ⇒ 00:27:47.499 Casie Aviles: If it’s, like, around later, I’ll be on until…
267 00:27:48.150 ⇒ 00:27:51.909 Casie Aviles: I’m on very late, until… I mean, very early our time.
268 00:27:52.020 ⇒ 00:27:52.999 Casie Aviles: So he’ll be going on.
269 00:27:53.000 ⇒ 00:27:53.350 Elissa Mae Cid: What’s happening?
270 00:27:53.350 ⇒ 00:27:54.150 Casie Aviles: AM.
271 00:27:54.630 ⇒ 00:27:55.270 Casie Aviles: Oh.
272 00:27:55.270 ⇒ 00:27:55.929 Elissa Mae Cid: I see.
273 00:27:55.930 ⇒ 00:27:56.420 Casie Aviles: Yeah.
274 00:27:56.420 ⇒ 00:28:03.670 Elissa Mae Cid: Okay, alright, it’s fine, because I also work… I just work part-time here, so I’ll be extending.
275 00:28:03.670 ⇒ 00:28:04.280 Casie Aviles: ….
276 00:28:04.650 ⇒ 00:28:08.730 Elissa Mae Cid: I also want to send this Batch.
277 00:28:09.020 ⇒ 00:28:10.900 Elissa Mae Cid: First batch today.
278 00:28:11.050 ⇒ 00:28:12.600 Elissa Mae Cid: So… Yeah.
279 00:28:12.770 ⇒ 00:28:17.989 Casie Aviles: I mean, anytime before 7AM, yeah, anytime before 7AM, you can let me know.
280 00:28:17.990 ⇒ 00:28:18.750 Elissa Mae Cid: Alright.
281 00:28:18.900 ⇒ 00:28:21.200 Elissa Mae Cid: Okay, thank you!
282 00:28:22.100 ⇒ 00:28:23.579 Casie Aviles: Sure, sure, no problem.
283 00:28:23.780 ⇒ 00:28:24.430 Casie Aviles: Bye bye.
284 00:28:24.430 ⇒ 00:28:25.760 Elissa Mae Cid: Bye-bye.