Meeting Title: AI-Data Platform Team Standup Date: 2025-08-13 Meeting participants: Samuel Roberts, Casie Aviles, Uttam Kumaran, Mustafa Raja
WEBVTT
1 00:00:41.690 ⇒ 00:00:43.520 Uttam Kumaran: Hey, guys.
2 00:00:45.200 ⇒ 00:00:46.010 Samuel Roberts: Hey.
3 00:00:46.450 ⇒ 00:00:47.280 Uttam Kumaran: A…
4 00:00:47.610 ⇒ 00:00:59.159 Uttam Kumaran: Probably just gonna listen in and sort of jumping between a couple other things, but… Yeah, you’re good. In, like, a… in, like, a working… in, like, a sort of flow sesh right now, so I thought I’d just listen in.
5 00:00:59.720 ⇒ 00:01:00.440 Samuel Roberts: Sure, sure.
6 00:01:07.340 ⇒ 00:01:08.100 Samuel Roberts: Cool.
7 00:01:13.300 ⇒ 00:01:13.910 Mustafa Raja: Hey.
8 00:01:15.320 ⇒ 00:01:16.160 Samuel Roberts: How’s it going?
9 00:01:16.700 ⇒ 00:01:17.540 Mustafa Raja: Good.
10 00:01:19.070 ⇒ 00:01:21.680 Samuel Roberts: Alrighty, I guess I’ll go ahead and…
11 00:01:22.000 ⇒ 00:01:24.430 Samuel Roberts: Share my linear… share my linear…
12 00:01:29.150 ⇒ 00:01:30.980 Samuel Roberts: Alright, can everyone see everything?
13 00:01:32.120 ⇒ 00:01:32.720 Mustafa Raja: Yep.
14 00:01:33.120 ⇒ 00:01:37.219 Samuel Roberts: Cool. Alright, so, let’s just jump right in.
15 00:01:38.100 ⇒ 00:01:41.869 Samuel Roberts: I’ll start at the bottom, I guess, since I’ve got everything collapsed.
16 00:01:42.320 ⇒ 00:01:47.500 Samuel Roberts: How are we looking on, … These 3 we’ve got here.
17 00:01:49.510 ⇒ 00:01:53.300 Mustafa Raja: Yeah, I’ll do the Notion… Notion thing today.
18 00:01:54.660 ⇒ 00:01:57.840 Samuel Roberts: Okay. By the end of the… in the day today.
19 00:01:58.200 ⇒ 00:02:01.480 Mustafa Raja: Yeah, we can set up a due date for this.
20 00:02:01.870 ⇒ 00:02:08.049 Samuel Roberts: Is there one right now? Yeah, yeah, at the bottom of… Oh, thank you, yeah, it’s at, …
21 00:02:08.430 ⇒ 00:02:10.280 Samuel Roberts: Alright, I’ll set it to today, then, is that cool?
22 00:02:10.410 ⇒ 00:02:11.350 Mustafa Raja: Yeah.
23 00:02:13.410 ⇒ 00:02:16.080 Samuel Roberts: Even better. Okay, great. Let’s move back.
24 00:02:16.200 ⇒ 00:02:18.300 Samuel Roberts: These ones are… were….
25 00:02:18.650 ⇒ 00:02:19.680 Mustafa Raja: Yeah, ….
26 00:02:19.680 ⇒ 00:02:20.290 Samuel Roberts: Sure.
27 00:02:20.290 ⇒ 00:02:24.839 Mustafa Raja: For now, yeah, yeah, firstly, firstly, I need to do the, ….
28 00:02:24.840 ⇒ 00:02:26.990 Samuel Roberts: This comes first, and then I know we talked about this one.
29 00:02:27.190 ⇒ 00:02:27.900 Samuel Roberts: Okay.
30 00:02:28.530 ⇒ 00:02:34.430 Samuel Roberts: Okay, great. Come on that later then. But you’re good for… you got your access and everything, so here, so….
31 00:02:34.430 ⇒ 00:02:35.340 Mustafa Raja: Yeah.
32 00:02:37.050 ⇒ 00:02:38.660 Samuel Roberts: Perfect. Alright.
33 00:02:38.970 ⇒ 00:02:43.110 Samuel Roberts: Insomnia. How are we doing with, the integration?
34 00:02:44.630 ⇒ 00:02:48.750 Casie Aviles: Yeah, for this one, I updated, sent an update.
35 00:02:49.940 ⇒ 00:03:01.570 Casie Aviles: the channel. I have this little video, so I’m just… I just demoed, like, the current state of the automation. Right now, I’m able to pull the data from…
36 00:03:01.700 ⇒ 00:03:03.890 Casie Aviles: Brazed to a spreadsheet.
37 00:03:04.140 ⇒ 00:03:08.509 Casie Aviles: I guess the only open items that I have to fix here is…
38 00:03:09.030 ⇒ 00:03:14.810 Casie Aviles: The computation that we get, like, the open rates and the conversion rates.
39 00:03:15.220 ⇒ 00:03:18.200 Casie Aviles: I just want to make sure those are correct, yeah.
40 00:03:18.790 ⇒ 00:03:21.619 Samuel Roberts: Okay, good, so we’re on track for that for tomorrow, then.
41 00:03:22.830 ⇒ 00:03:23.500 Casie Aviles: Yes.
42 00:03:24.090 ⇒ 00:03:25.260 Samuel Roberts: Okay.
43 00:03:27.680 ⇒ 00:03:35.309 Samuel Roberts: Jumping back, and then any of these other ones? These aren’t have anything assigned yet, but we’re waiting on… this is the first one we’re doing, right?
44 00:03:38.380 ⇒ 00:03:39.120 Samuel Roberts: Okay.
45 00:03:40.620 ⇒ 00:03:42.700 Samuel Roberts: What do we have for default here?
46 00:03:47.710 ⇒ 00:03:48.500 Samuel Roberts: Sometime.
47 00:03:49.500 ⇒ 00:03:53.080 Samuel Roberts: How are we looking on these if we… Yes.
48 00:03:53.080 ⇒ 00:03:53.750 Mustafa Raja: for….
49 00:03:53.750 ⇒ 00:03:55.019 Uttam Kumaran: Yeah, go ahead, Mustafbuck.
50 00:03:55.780 ⇒ 00:04:02.789 Mustafa Raja: Yeah, so for, for DEF40, we need to look for,
51 00:04:03.130 ⇒ 00:04:09.809 Mustafa Raja: a browser actions agent, because the one that Clay gives, which is Clay agent navigation, isn’t good enough.
52 00:04:10.180 ⇒ 00:04:15.219 Mustafa Raja: Sometimes it can… cannot even look into the forms.
53 00:04:15.700 ⇒ 00:04:16.430 Mustafa Raja: ….
54 00:04:16.430 ⇒ 00:04:17.019 Samuel Roberts: Okay.
55 00:04:17.029 ⇒ 00:04:26.409 Mustafa Raja: and sometimes it’s able to fill up the forms and go through with the process. So, yeah, it’s not good enough.
56 00:04:27.320 ⇒ 00:04:29.519 Mustafa Raja: You need to look for some alternatives.
57 00:04:30.260 ⇒ 00:04:30.940 Samuel Roberts: Okay.
58 00:04:31.430 ⇒ 00:04:36.140 Samuel Roberts: Do I need to make a ticket for that, or that will just stay as part of that?
59 00:04:36.140 ⇒ 00:04:40.110 Mustafa Raja: We can, yeah, we can make it a part of this ticket.
60 00:04:40.640 ⇒ 00:04:47.530 Samuel Roberts: Okay. So we’ll just say, so this is still… do… are we… think we’ll be able to find that and get that done by the end of the week, or…?
61 00:04:48.780 ⇒ 00:04:49.820 Mustafa Raja: Gonna have to bump that.
62 00:04:51.770 ⇒ 00:04:56.530 Mustafa Raja: And we can make, leave the due date, same for now, and we.
63 00:04:56.530 ⇒ 00:04:56.910 Samuel Roberts: Okay.
64 00:04:56.910 ⇒ 00:04:58.869 Mustafa Raja: And I’ll come back to this later.
65 00:04:59.310 ⇒ 00:05:03.630 Samuel Roberts: Okay, … I can probably help you do some research on that later.
66 00:05:03.630 ⇒ 00:05:04.280 Mustafa Raja: Yeah, yeah.
67 00:05:04.280 ⇒ 00:05:07.309 Samuel Roberts: So maybe we’ll connect on Slack. Okay, great.
68 00:05:07.310 ⇒ 00:05:08.830 Mustafa Raja: Yeah. Awesome.
69 00:05:15.830 ⇒ 00:05:16.530 Samuel Roberts: Okay.
70 00:05:16.950 ⇒ 00:05:19.089 Samuel Roberts: Great. What else we got here?
71 00:05:21.760 ⇒ 00:05:29.259 Mustafa Raja: Scoring criteria isn’t a priority, so the last, so we’ll look into the last ticket in progress.
72 00:05:30.230 ⇒ 00:05:30.910 Samuel Roberts: Okay.
73 00:05:31.200 ⇒ 00:05:34.529 Mustafa Raja: Yeah, so I just started it, …
74 00:05:34.640 ⇒ 00:05:49.400 Mustafa Raja: What I need, for this ticket is the employee data that are working in a company. I tried, looking that up with a few providers that Clay does provide us.
75 00:05:49.610 ⇒ 00:06:03.930 Mustafa Raja: Since we need only the salespeople, for some reason, the filters, with these providers are failing to give us that, so I am thinking of doing a scraper with this.
76 00:06:05.210 ⇒ 00:06:09.200 Mustafa Raja: To get the, people, that work in a company.
77 00:06:11.840 ⇒ 00:06:12.460 Samuel Roberts: Okay.
78 00:06:13.050 ⇒ 00:06:24.029 Mustafa Raja: Yeah, and then, once I, once I get the data, I, I’d add some, GPT steps to the data, to…
79 00:06:25.130 ⇒ 00:06:26.420 Mustafa Raja: Create a result.
80 00:06:27.010 ⇒ 00:06:28.170 Mustafa Raja: Okay.
81 00:06:29.950 ⇒ 00:06:35.850 Samuel Roberts: Okay, so I’m gonna say, like, will I need to scrape… My employee…
82 00:06:36.030 ⇒ 00:06:40.389 Samuel Roberts: data, and I think that would be good if it doesn’t update.
83 00:06:41.360 ⇒ 00:06:42.290 Mustafa Raja: Yeah.
84 00:06:43.260 ⇒ 00:06:46.199 Samuel Roberts: Or do you want more context here for… for future, or…?
85 00:06:46.660 ⇒ 00:06:55.689 Mustafa Raja: Mmm… No, no, we can add that Clay, Clay lacks some support for this currently.
86 00:06:58.420 ⇒ 00:06:59.340 Samuel Roberts: Okay, great.
87 00:07:01.740 ⇒ 00:07:03.879 Samuel Roberts: What else we have here in progress?
88 00:07:05.960 ⇒ 00:07:07.570 Samuel Roberts: Create Salesforce report.
89 00:07:08.570 ⇒ 00:07:12.620 Samuel Roberts: Anything else here? Utam, you have anything you want to say about these, or are we good?
90 00:07:13.100 ⇒ 00:07:21.950 Uttam Kumaran: I think that’s it. I think the only thing, Mustafa, is can we create, like, tickets, or can you work with Giselle to create tickets for the next set of signals?
91 00:07:22.160 ⇒ 00:07:30.739 Mustafa Raja: Yeah, so I have created tickets for every combination that is in the sheet. Do we need to create tickets for individual signals?
92 00:07:31.480 ⇒ 00:07:37.470 Uttam Kumaran: No, that’s fine. Maybe we can… do you just need my help on what to prioritize?
93 00:07:38.540 ⇒ 00:07:50.599 Mustafa Raja: So currently what I’m doing is I’m prioritizing the way it’s laid out in the sheet. So the first one comes first, and then the second, and then the third one.
94 00:07:51.050 ⇒ 00:07:55.309 Uttam Kumaran: Can we indicate that using the priority, like, in linear?
95 00:07:56.680 ⇒ 00:07:59.880 Mustafa Raja: I can add the, number….
96 00:07:59.880 ⇒ 00:08:01.130 Uttam Kumaran: Priority Property?
97 00:08:02.920 ⇒ 00:08:05.159 Uttam Kumaran: Like, you could just put high, low, priority.
98 00:08:05.160 ⇒ 00:08:10.079 Mustafa Raja: Oh, okay, I’ll do that. Can I just go through these so that we have a sense of it as we go, that’s perfect.
99 00:08:10.510 ⇒ 00:08:11.140 Mustafa Raja: Okay.
100 00:08:12.320 ⇒ 00:08:15.599 Uttam Kumaran: Yeah, that would be great, and then we can start to put timelines on those.
101 00:08:15.720 ⇒ 00:08:16.920 Uttam Kumaran: … Okay.
102 00:08:17.550 ⇒ 00:08:18.310 Uttam Kumaran: Yeah.
103 00:08:20.530 ⇒ 00:08:21.600 Samuel Roberts: Okay, great.
104 00:08:23.730 ⇒ 00:08:25.259 Samuel Roberts: That’s all for default, then?
105 00:08:25.970 ⇒ 00:08:27.140 Mustafa Raja: Yep.
106 00:08:27.900 ⇒ 00:08:28.550 Samuel Roberts: Okay.
107 00:08:29.470 ⇒ 00:08:31.200 Samuel Roberts: data platform….
108 00:08:32.990 ⇒ 00:08:33.899 Casie Aviles: I mean, no.
109 00:08:33.900 ⇒ 00:08:37.160 Samuel Roberts: We talked about this the other day, but no, yeah, it’s fine, and it’s not a priority.
110 00:08:37.169 ⇒ 00:08:37.599 Uttam Kumaran: this weekend.
111 00:08:37.600 ⇒ 00:08:44.059 Samuel Roberts: I think so. And then AI team was the same thing, we’re not really prioritizing any of this. There was….
112 00:08:44.059 ⇒ 00:08:44.740 Uttam Kumaran: We were….
113 00:08:44.740 ⇒ 00:08:47.570 Samuel Roberts: blocked on this, but I think we’re ready to…
114 00:08:51.450 ⇒ 00:08:53.810 Samuel Roberts: Missing clients… what happened here?
115 00:08:54.330 ⇒ 00:08:56.999 Casie Aviles: Yeah, I did, I did add, like, the Zoom.
116 00:08:57.190 ⇒ 00:08:59.330 Casie Aviles: the Zoom embeddings.
117 00:08:59.980 ⇒ 00:09:00.790 Casie Aviles: I don’t….
118 00:09:01.080 ⇒ 00:09:02.740 Uttam Kumaran: It’s forever.
119 00:09:03.050 ⇒ 00:09:03.620 Casie Aviles: Yeah.
120 00:09:03.620 ⇒ 00:09:04.400 Samuel Roberts: Okay, great.
121 00:09:04.400 ⇒ 00:09:05.550 Casie Aviles: able to query….
122 00:09:05.550 ⇒ 00:09:06.140 Uttam Kumaran: weird.
123 00:09:06.140 ⇒ 00:09:07.570 Casie Aviles: the Zoom meetings.
124 00:09:07.870 ⇒ 00:09:14.550 Casie Aviles: But then I was, … the other thing that needs to be worked on here is the Slack embeddings.
125 00:09:14.920 ⇒ 00:09:16.399 Casie Aviles: Okay, so that’s what… Yeah, which I added.
126 00:09:16.400 ⇒ 00:09:17.110 Samuel Roberts: concern.
127 00:09:17.340 ⇒ 00:09:18.300 Samuel Roberts: Perfect. Okay.
128 00:09:19.250 ⇒ 00:09:24.829 Casie Aviles: Yeah, if you check, like, the tables for… these are, like, the embeddings for each client.
129 00:09:25.080 ⇒ 00:09:30.760 Casie Aviles: We only have these, and we’re not getting… new clients.
130 00:09:31.930 ⇒ 00:09:34.280 Casie Aviles: So we don’t have… Yeah.
131 00:09:36.080 ⇒ 00:09:43.150 Casie Aviles: So I think one thing we, … I have to check the output from Polyatomic first, but I suspect that it’s because
132 00:09:44.300 ⇒ 00:09:50.150 Casie Aviles: the Brainforge bot is not added to those client channels, so… To give you some context.
133 00:09:50.150 ⇒ 00:09:51.029 Samuel Roberts: That’s the greenfield.
134 00:09:51.030 ⇒ 00:09:53.070 Casie Aviles: But as, yeah, like, the…
135 00:09:53.440 ⇒ 00:09:59.409 Casie Aviles: I think it needs to be added to those specific channels in order for Polyatomic to be able to pull.
136 00:10:00.140 ⇒ 00:10:00.810 Samuel Roberts: Okay.
137 00:10:01.020 ⇒ 00:10:01.819 Samuel Roberts: Okay, I see.
138 00:10:02.710 ⇒ 00:10:03.520 Uttam Kumaran: Small City.
139 00:10:03.520 ⇒ 00:10:04.799 Casie Aviles: Yes, I added…
140 00:10:05.100 ⇒ 00:10:11.380 Casie Aviles: Like, I guess I would just need some help adding the bot to these two other clients.
141 00:10:12.100 ⇒ 00:10:14.469 Casie Aviles: To their respective channels.
142 00:10:14.470 ⇒ 00:10:19.999 Samuel Roberts: Okay, … Utem, is that something that Rico can do, or is that anything?
143 00:10:20.000 ⇒ 00:10:24.990 Uttam Kumaran: Yeah, so… I can actually literally just do that right now.
144 00:10:25.340 ⇒ 00:10:26.610 Samuel Roberts: That’d be perfect, okay.
145 00:10:26.890 ⇒ 00:10:29.059 Uttam Kumaran: Okay, so I’ll just… I’ll do that.
146 00:10:29.360 ⇒ 00:10:30.540 Samuel Roberts: Okay, great.
147 00:10:36.580 ⇒ 00:10:37.760 Samuel Roberts: Slack.
148 00:10:39.010 ⇒ 00:10:40.110 Samuel Roberts: I shall say.
149 00:10:40.110 ⇒ 00:10:42.040 Uttam Kumaran: Let’s copy the floor manual, Peter.
150 00:10:43.660 ⇒ 00:10:53.659 Uttam Kumaran: One thing can we do here is, can we, … can you… can you ping this to Rico, or tag him here and say, add this step to the new client onboarding SOP?
151 00:10:53.790 ⇒ 00:10:58.359 Samuel Roberts: Yes, okay, I’ll make a separate comment there. I’ll just pause this for our purposes, and then I’ll say…
152 00:10:59.230 ⇒ 00:11:05.670 Samuel Roberts: Rico, … And this adds a new step.
153 00:11:05.990 ⇒ 00:11:07.359 Samuel Roberts: Or as a step.
154 00:11:08.390 ⇒ 00:11:10.799 Samuel Roberts: We learn the new…
155 00:11:12.470 ⇒ 00:11:16.260 Samuel Roberts: I’ll make sure to message him after so he knows what I’m talking about here as well.
156 00:11:16.470 ⇒ 00:11:19.040 Uttam Kumaran: I just did that, though, so we’re good for both events.
157 00:11:19.040 ⇒ 00:11:21.069 Samuel Roberts: Perfect, okay, so we’ll check those off then.
158 00:11:22.070 ⇒ 00:11:27.029 Samuel Roberts: And then, now, you can double-check PolyTomp and make sure that that’s happening.
159 00:11:27.030 ⇒ 00:11:27.670 Casie Aviles: Yes.
160 00:11:27.830 ⇒ 00:11:30.380 Samuel Roberts: Okay, great, I’ll let you follow through with that then.
161 00:11:30.720 ⇒ 00:11:32.180 Samuel Roberts: Perfect. Oh, where am I doing.
162 00:11:32.180 ⇒ 00:11:32.850 Uttam Kumaran: Very good.
163 00:11:33.460 ⇒ 00:11:34.429 Samuel Roberts: And then….
164 00:11:34.430 ⇒ 00:11:52.359 Uttam Kumaran: But ideally, like, there’s… there’s also, maybe as part of that new client SOP, there’s… there’s gotta be some collaboration between operations and AI. So, like, operations gets hit us from sales as soon as a new client onboards. They should then indicate to this team, probably, that, like, hey, there’s a new client.
165 00:11:52.780 ⇒ 00:12:00.500 Uttam Kumaran: kick off whatever processes need to get kicked off, right? So, maybe it’s something that we can discuss either in the AIOps channel, but…
166 00:12:00.800 ⇒ 00:12:04.929 Uttam Kumaran: Ideally, as part of their SOP, they can have that link there.
167 00:12:05.310 ⇒ 00:12:12.480 Samuel Roberts: Yeah, okay, I will… I’ll, throw a message in there. This is actually something that kind of came up the other day, because the, …
168 00:12:12.800 ⇒ 00:12:14.399 Samuel Roberts: the vector embeddings
169 00:12:14.480 ⇒ 00:12:23.099 Samuel Roberts: we were… I made a comment on GitHub that it was using a clients.yaml, and I realized that that’s not gonna… it’s gonna… that just makes another source of truth we’re gonna have to update.
170 00:12:23.130 ⇒ 00:12:37.350 Samuel Roberts: And so then I wasn’t sure, like, where the best source of truth was, if that’s, like, the superbase we should lean on or something, but, we should sort of hash all that out, so that we have, like, a, you know, whatever the closest thing to, like, a master list is. I don’t know if that’s in another…
171 00:12:37.620 ⇒ 00:12:38.390 Samuel Roberts: You know.
172 00:12:38.680 ⇒ 00:12:42.699 Samuel Roberts: tool somewhere, or if we should just make sure the Supabase is updated, …
173 00:12:43.510 ⇒ 00:12:49.520 Samuel Roberts: And that’s the kind of source of truth that will then guide some of these other things so that we know as things get automated.
174 00:12:49.670 ⇒ 00:12:55.799 Samuel Roberts: You know, when a new client pops in somewhere, hopefully we don’t have to, you know, communicate, we can just automate that a little bit.
175 00:12:55.800 ⇒ 00:13:05.519 Uttam Kumaran: Exactly, yeah, so whether it’s, like, for example, we… in the platform, there is a add client option, so maybe all Rico has to do is go put it there.
176 00:13:05.620 ⇒ 00:13:15.319 Uttam Kumaran: And then it kicks off stuff. But yeah, again, like, I would, for guidance, like, I would try to put as much onto them, and then on our side, have it be automated.
177 00:13:15.320 ⇒ 00:13:15.760 Samuel Roberts: Yeah.
178 00:13:15.760 ⇒ 00:13:16.230 Uttam Kumaran: ….
179 00:13:16.230 ⇒ 00:13:16.700 Samuel Roberts: Okay.
180 00:13:16.700 ⇒ 00:13:17.420 Uttam Kumaran: Yeah.
181 00:13:17.630 ⇒ 00:13:23.589 Samuel Roberts: Yeah, I wasn’t… I just wasn’t sure, that was something that I had kind of chatted about with Casey a little bit the other day. I wasn’t sure if there was another, like.
182 00:13:23.700 ⇒ 00:13:26.969 Samuel Roberts: Source of truth for that, or if that’s the best kind of path forward, is.
183 00:13:26.970 ⇒ 00:13:28.270 Uttam Kumaran: Yeah, it’s up to us.
184 00:13:28.270 ⇒ 00:13:32.200 Samuel Roberts: In the platform. Okay, great, that’s good to know that. Okay, I’ll chat with Rico about that.
185 00:13:32.200 ⇒ 00:13:32.970 Uttam Kumaran: Okay.
186 00:13:33.090 ⇒ 00:13:34.580 Samuel Roberts: Perfect, good to know.
187 00:13:34.710 ⇒ 00:13:40.080 Samuel Roberts: Okay, and then we want to go back to the view… let’s jump this way, back.
188 00:13:40.190 ⇒ 00:13:43.190 Samuel Roberts: Alright, and then, what is this one that’s blocked? Is this some….
189 00:13:45.230 ⇒ 00:13:49.480 Casie Aviles: No, this is just something… Sid asked me to do, …
190 00:13:49.680 ⇒ 00:13:52.119 Casie Aviles: I guess I just wanna ask if…
191 00:13:52.310 ⇒ 00:13:57.160 Casie Aviles: Where if this, like, bulk email sending don’t… aren’t…
192 00:13:57.290 ⇒ 00:14:01.729 Casie Aviles: The sales team using, like, … a CRM or, like, a…
193 00:14:01.850 ⇒ 00:14:03.549 Casie Aviles: That comes back for that? Yeah.
194 00:14:03.680 ⇒ 00:14:08.700 Uttam Kumaran: Yeah, but my… I guess my… one is they’re not very technical, so…
195 00:14:08.830 ⇒ 00:14:11.430 Uttam Kumaran: And the second thing is, like, their, …
196 00:14:11.650 ⇒ 00:14:24.320 Uttam Kumaran: HubSpot, like, sending emails via HubSpot, there were, like, it changed the formatting and a couple different things, so I sort of said, like, hey, can you just draft this in my inbox, and I can send it? …
197 00:14:24.430 ⇒ 00:14:42.649 Uttam Kumaran: But again, like, this is where I sort of didn’t know what was going wrong, and I was like, just find a way to draft it in my inbox. But we could also send it through HubSpot, it’s just… I would… we need to test, like, whether… what’s going on with the formatting of those emails, because it looks kind of much different than if I was to just send it myself.
198 00:14:43.710 ⇒ 00:14:54.470 Casie Aviles: Okay, yeah, because right now I’m using Anaton, so I just wasn’t sure that I might be doing another automation that’s, you know, already available on…
199 00:14:54.750 ⇒ 00:14:57.790 Casie Aviles: Like, on a different CRM platform, but yeah.
200 00:14:58.050 ⇒ 00:15:00.900 Casie Aviles: I, I can… I’ll just continue with this then.
201 00:15:00.900 ⇒ 00:15:01.870 Uttam Kumaran: Okay.
202 00:15:02.670 ⇒ 00:15:04.610 Samuel Roberts: What is the priority on this, you think?
203 00:15:04.820 ⇒ 00:15:05.540 Uttam Kumaran: Sometimes.
204 00:15:05.780 ⇒ 00:15:15.090 Uttam Kumaran: This is definitely high, because this is… Okay. Yeah, this is definitely high, and this is something that Robert is the core stakeholder, Robert and Sid.
205 00:15:15.620 ⇒ 00:15:16.310 Samuel Roberts: Okay.
206 00:15:16.780 ⇒ 00:15:18.399 Samuel Roberts: Alright, great. I’ll…
207 00:15:19.370 ⇒ 00:15:25.099 Samuel Roberts: Now that I know what that… what that is a little bit more, for that on that. So, …
208 00:15:25.240 ⇒ 00:15:28.859 Samuel Roberts: Great, and then the last one we have up here is ABC…
209 00:15:29.450 ⇒ 00:15:37.240 Samuel Roberts: client response, is that where we… oh, there we go, that’s weird. … okay, any updates on…
210 00:15:39.280 ⇒ 00:15:42.070 Samuel Roberts: So this… these are these blocked by it What do we know?
211 00:15:42.210 ⇒ 00:15:45.540 Samuel Roberts: It was 2 days ago. Amber moved to blocked, was this in the meeting?
212 00:15:46.370 ⇒ 00:15:47.750 Samuel Roberts: No note here, okay.
213 00:15:49.740 ⇒ 00:15:53.170 Samuel Roberts: I mean, I guess there’s any updates on any of this, to do in progress.
214 00:15:53.300 ⇒ 00:15:54.899 Samuel Roberts: There’s nothing in progress right now.
215 00:15:55.350 ⇒ 00:15:56.100 Samuel Roberts: ….
216 00:15:56.100 ⇒ 00:15:56.860 Casie Aviles: Yeah.
217 00:15:57.280 ⇒ 00:16:00.090 Samuel Roberts: I know we had the… Yeah, go ahead.
218 00:16:00.990 ⇒ 00:16:01.419 Samuel Roberts: I’m sorry.
219 00:16:01.420 ⇒ 00:16:08.489 Casie Aviles: For me, I will just continue with, with all the tickets that I have linked to do. This one, we’re going to talk
220 00:16:08.680 ⇒ 00:16:13.619 Casie Aviles: I think later we have a meeting with, have a meeting with Amber and Mustafa later.
221 00:16:13.930 ⇒ 00:16:14.500 Samuel Roberts: Okay.
222 00:16:15.670 ⇒ 00:16:17.259 Casie Aviles: We’re gonna talk about the sheets.
223 00:16:17.790 ⇒ 00:16:28.450 Mustafa Raja: Yeah, in that, we need to talk about the skills and gypsy sheet, because it’s, currently it’s hard-coded, and we need to, we need to automate that. Yeah, yeah.
224 00:16:28.450 ⇒ 00:16:28.790 Samuel Roberts: Okay.
225 00:16:28.790 ⇒ 00:16:40.659 Mustafa Raja: work, work on getting, real-time data. It’s just that we need to do some sort of normalization with the table so that, we can, you know, get the data.
226 00:16:41.590 ⇒ 00:16:43.530 Mustafa Raja: In an intern.
227 00:16:45.510 ⇒ 00:16:53.010 Samuel Roberts: Okay, great. So I’ll leave that for you guys to sort out later then, but I’ll pop this one into in progress, so that way I know you’re chatting about it, at least.
228 00:16:53.010 ⇒ 00:16:53.360 Mustafa Raja: Yep.
229 00:16:53.360 ⇒ 00:16:54.320 Samuel Roberts: Is that cool? Okay.
230 00:16:54.450 ⇒ 00:16:59.119 Samuel Roberts: Great. Any other thoughts on anything? Anything I missed going through this?
231 00:16:59.360 ⇒ 00:17:03.659 Samuel Roberts: … How are you guys feeling?
232 00:17:03.660 ⇒ 00:17:08.720 Mustafa Raja: For, for example, my tickets, I have put a ticket in, in blocked.
233 00:17:10.680 ⇒ 00:17:12.810 Samuel Roberts: Oh, okay, what do we got here?
234 00:17:12.810 ⇒ 00:17:15.290 Mustafa Raja: And I have added the….
235 00:17:15.579 ⇒ 00:17:18.819 Samuel Roberts: Yes, okay. So we’re still waiting on….
236 00:17:18.819 ⇒ 00:17:20.429 Mustafa Raja: Yeah. ….
237 00:17:20.589 ⇒ 00:17:26.059 Samuel Roberts: getting that sorted, that was someone who’s making that decision or getting that set up right. I’ll double check.
238 00:17:26.549 ⇒ 00:17:29.639 Samuel Roberts: I’ll double-check on the Slack, and see if I can push that.
239 00:17:29.640 ⇒ 00:17:35.119 Mustafa Raja: Yeah, but I just need to know… I just need to know what we… what we decide.
240 00:17:35.710 ⇒ 00:17:37.279 Samuel Roberts: Yeah, I think the…
241 00:17:38.000 ⇒ 00:17:44.649 Samuel Roberts: I think the best path forward is to just do… I mean, I don’t know how much work the ad script is, if it’s… if it’s not a huge lift.
242 00:17:45.160 ⇒ 00:17:51.379 Mustafa Raja: I don’t… yeah, I think it’s… I think, ad scripting is going to be, a quick one.
243 00:17:51.380 ⇒ 00:17:53.970 Samuel Roberts: Okay, it’s just the access you needed, right?
244 00:17:54.570 ⇒ 00:18:03.160 Mustafa Raja: Yeah, they just need to bump up the access for Robert’s account. It’s currently read-only, so they need to update it to… Okay, so I think….
245 00:18:04.140 ⇒ 00:18:16.080 Samuel Roberts: I think we want to do that, and then we need to set up a manager account, and we might as well just do those in parallel, I think it was what I was saying in Slack, because I think, especially if we’re going to be doing any other stuff with ads for anyone else in the future, I think just having a manager.
246 00:18:16.080 ⇒ 00:18:18.750 Mustafa Raja: Oh, yeah, yeah, yeah, yeah, yeah, yeah, yeah.
247 00:18:18.750 ⇒ 00:18:19.630 Samuel Roberts: Makes sense.
248 00:18:19.630 ⇒ 00:18:23.219 Mustafa Raja: Yeah, then we should make our own manager’s account, right?
249 00:18:23.530 ⇒ 00:18:29.420 Samuel Roberts: Yeah, I think that makes the most sense, because it’s… from what I was reading about the manager accounts, it seems like it’s exactly for, you know, people getting access to other people’.
250 00:18:29.420 ⇒ 00:18:30.080 Mustafa Raja: Yeah.
251 00:18:30.080 ⇒ 00:18:38.860 Samuel Roberts: And so, like, you want that set up, so I think, I don’t know exactly who would want to own that account, if that’s probably just us, then. So maybe we’ll set up, like, a…
252 00:18:39.290 ⇒ 00:18:42.899 Samuel Roberts: separate email for… I don’t know. Any thoughts on that, if you were paying attention?
253 00:18:42.900 ⇒ 00:18:45.290 Mustafa Raja: Yeah, we already have a GCP2.
254 00:18:45.590 ⇒ 00:18:52.380 Uttam Kumaran: Yeah, I would… I would, … well, one, you have Robert’s, like, auth account, right? Like, his Google account, so…
255 00:18:52.760 ⇒ 00:18:53.830 Uttam Kumaran: ….
256 00:18:54.220 ⇒ 00:18:59.559 Samuel Roberts: you can set up ad script. I guess is the question, like, should we set up Adscript if we go through Polytomic, or what is the core function?
257 00:18:59.560 ⇒ 00:19:16.719 Samuel Roberts: Yeah, no, no, so I think… so the idea is that, like, we’re gonna get, … Robert’s account needs to have his, permissions changed by them so that he can have write access to do the ad script. That’s, like, the quickest path forward. But the, the polyatomic side, I think we need to get the API key, which meant getting a manager account.
258 00:19:16.830 ⇒ 00:19:20.090 Samuel Roberts: Set up, and then getting access to it through a manager account.
259 00:19:20.210 ⇒ 00:19:28.330 Samuel Roberts: So I think the idea is that we would have a manager account that would then oversee potentially other Google Ads. And so, like.
260 00:19:28.330 ⇒ 00:19:29.179 Uttam Kumaran: I think it might as well.
261 00:19:29.180 ⇒ 00:19:29.740 Samuel Roberts: that up.
262 00:19:29.740 ⇒ 00:19:34.579 Uttam Kumaran: All you need to do is, actually, you can just ask them to add his account as a manager account.
263 00:19:36.370 ⇒ 00:19:40.090 Samuel Roberts: Yeah, it seemed like… it seemed like the manager accounts were, like, a special Google thing you.
264 00:19:40.090 ⇒ 00:19:40.820 Mustafa Raja: Yeah, yeah.
265 00:19:40.820 ⇒ 00:19:41.990 Samuel Roberts: Grade on your account.
266 00:19:42.240 ⇒ 00:19:43.040 Samuel Roberts: ….
267 00:19:43.040 ⇒ 00:19:44.350 Uttam Kumaran: ….
268 00:19:44.510 ⇒ 00:19:51.140 Samuel Roberts: Like, it’s like, it’s for, like, managing other clients, so you have, like, an overall manager account that might plug into other clients’ ad stuff.
269 00:19:51.500 ⇒ 00:19:55.629 Samuel Roberts: So I think… I’ll dig into it a little bit. I think we probably just need to set one up that’s, like.
270 00:19:55.800 ⇒ 00:20:02.570 Samuel Roberts: ours, and then they… they added to that, rather than, like, someone’s personal? I’m not really sure, but, I don’t know.
271 00:20:02.570 ⇒ 00:20:20.189 Uttam Kumaran: Yeah, give… I would say, like, I would say just give Robert the clear, like, in a quick notion or something, just give him the clear options, because he’s gonna ask them. Or what you can do is, like, set up time with him if he can actually… if he’s, like, drafting a note to them, like, maybe just grab 15 minutes with him to run through it.
272 00:20:20.310 ⇒ 00:20:22.660 Uttam Kumaran: It may take some trial and error.
273 00:20:23.270 ⇒ 00:20:23.930 Samuel Roberts: Okay.
274 00:20:24.520 ⇒ 00:20:27.470 Samuel Roberts: … Okay.
275 00:20:27.680 ⇒ 00:20:30.169 Mustafa Raja: It also might incur some cost.
276 00:20:32.840 ⇒ 00:20:33.380 Uttam Kumaran: Yep.
277 00:20:33.380 ⇒ 00:20:36.849 Samuel Roberts: Oh, okay. Really? Interesting. For the manager account, or for what?
278 00:20:37.130 ⇒ 00:20:42.610 Mustafa Raja: Yeah, they ask for billing country and billing currency. I didn’t follow.
279 00:20:42.610 ⇒ 00:20:51.600 Uttam Kumaran: Oh, you, you, you, well, you… in order to set up… in order to set up an ad script, you need to put a credit card down, because you can start hitting other APIs.
280 00:20:51.600 ⇒ 00:20:52.210 Mustafa Raja: Yes.
281 00:20:53.040 ⇒ 00:20:57.510 Mustafa Raja: Yeah, I don’t think it’s for the ad script, it’s for the manager’s account only.
282 00:20:58.800 ⇒ 00:21:02.109 Mustafa Raja: Yeah, I would say, I don’t need Manager’s account.
283 00:21:02.640 ⇒ 00:21:08.070 Uttam Kumaran: Okay, I think just, like, create a quick Notion doc, and then I would send it to him. Yeah, he’ll get that from the client.
284 00:21:08.610 ⇒ 00:21:11.089 Samuel Roberts: Okay, alright, we can sort that out then. …
285 00:21:11.260 ⇒ 00:21:20.460 Samuel Roberts: Yeah, we’ll take care of that, okay. But yeah, I think we’ll… I’ll make sure to ping and make sure that he’s following up with getting the access you need for the ad script, and then the polyatomic stuff might….
286 00:21:20.510 ⇒ 00:21:21.680 Uttam Kumaran: Yeah, we’ll, we’ll….
287 00:21:21.680 ⇒ 00:21:22.679 Samuel Roberts: Falk that along.
288 00:21:22.790 ⇒ 00:21:23.800 Samuel Roberts: Okay.
289 00:21:26.200 ⇒ 00:21:26.990 Samuel Roberts: Alright.
290 00:21:27.140 ⇒ 00:21:29.470 Samuel Roberts: I’ll count that.
291 00:21:29.680 ⇒ 00:21:33.769 Samuel Roberts: You have a notion that you put together with a spike that kind of has this laid out a little bit, right?
292 00:21:33.950 ⇒ 00:21:34.490 Uttam Kumaran: September.
293 00:21:34.490 ⇒ 00:21:35.280 Mustafa Raja: Yeah.
294 00:21:35.940 ⇒ 00:21:36.490 Samuel Roberts: Oh, it’s ridiculous.
295 00:21:36.490 ⇒ 00:21:41.320 Mustafa Raja: it’s in the other ticket, let me know if I should, comment that link over here, too.
296 00:21:41.740 ⇒ 00:21:43.710 Samuel Roberts: I think I can get it, I think I have that.
297 00:21:43.710 ⇒ 00:21:49.770 Uttam Kumaran: The only thing you guys can do is you can mimic the exact same stuff in our Google, if you guys want, to test it.
298 00:21:52.360 ⇒ 00:21:52.930 Samuel Roberts: Mmm….
299 00:21:52.930 ⇒ 00:21:59.279 Uttam Kumaran: Like, we have a… you can… you can rip whatever the same stuff is to kind of walk through setting up a manager’s account for our Google environment.
300 00:21:59.280 ⇒ 00:21:59.670 Samuel Roberts: Okay.
301 00:21:59.670 ⇒ 00:22:00.569 Uttam Kumaran: what happens.
302 00:22:02.090 ⇒ 00:22:08.019 Samuel Roberts: Yeah, maybe I’ll give that a try to see how complex it is, and if If it’s worth the….
303 00:22:08.600 ⇒ 00:22:25.899 Uttam Kumaran: I mean, it might just give you, like, at least a little bit of a recording of, like, what they need to do, so that he can send it to them, but yeah, just let me know, and you’ll probably at some point get blocked by, like, not being Google Admin or whatever, just tell me. I think Casey, I’ve made admin, I’ll just add whatever we need. Okay, cool.
304 00:22:25.900 ⇒ 00:22:31.039 Samuel Roberts: I’ll work on that today, then. Make sure that we understand where that’s going. Great.
305 00:22:32.360 ⇒ 00:22:39.529 Samuel Roberts: Anything else there, then? I think we’re waiting on those ones, right? But that’s afterwards, so… Alright, cool.
306 00:22:39.530 ⇒ 00:22:39.990 Mustafa Raja: Yeah, I do.
307 00:22:39.990 ⇒ 00:22:41.280 Samuel Roberts: Anything else, guys?
308 00:22:44.870 ⇒ 00:22:46.619 Samuel Roberts: Yeah, I think that’s all.
309 00:22:46.830 ⇒ 00:22:49.710 Samuel Roberts: How are you guys feeling about this week? Are we feeling like we’re gonna….
310 00:22:49.710 ⇒ 00:22:52.290 Uttam Kumaran: I feel bummed that we’re not working on internal stuff, but….
311 00:22:52.290 ⇒ 00:22:53.460 Samuel Roberts: Oh, yeah.
312 00:22:53.460 ⇒ 00:23:05.539 Uttam Kumaran: I know, I know. I will say, in a positive note, we are rushing it for clients. I think I’m also having Mustafa interview with one new AI team candidate who I met in person on Friday.
313 00:23:05.920 ⇒ 00:23:10.289 Uttam Kumaran: Yeah, he’s really, really great. He actually works for another AI agency.
314 00:23:10.350 ⇒ 00:23:26.480 Uttam Kumaran: that is, like, much less cool than us. So, I’m, like, excited to kind of show him. Told him a lot about what we’re doing, but I think he could be really good. He’s also… he’s based in Boston, but then he was… he’s kind of moving back here, so it could be nice if he was here.
315 00:23:27.450 ⇒ 00:23:35.110 Uttam Kumaran: So yeah, I think, like, it’s gonna ebb and flow, I just didn’t want to put all the platform stuff on everybody while this client stuff is going, but let’s see, like…
316 00:23:35.310 ⇒ 00:23:38.900 Uttam Kumaran: I think the client work is what buys us the time back, so….
317 00:23:39.350 ⇒ 00:23:40.160 Samuel Roberts: Of course.
318 00:23:41.390 ⇒ 00:23:51.819 Samuel Roberts: Yeah, no, I think… I think you’re right. I mean, you know, I definitely get the same kind of feeling, like, it’s nice to work on the stuff that we use and we want to get going, but that is the important stuff to work on. … Yeah. But yeah.
319 00:23:53.860 ⇒ 00:24:04.449 Samuel Roberts: Any other thoughts on this week? We’re, like, you know, halfway through. Anything else to worry about, or anything coming up that, like, might be a problem with any of these things that we didn’t address?
320 00:24:04.450 ⇒ 00:24:13.739 Uttam Kumaran: I think probably the biggest thing, maybe, Sam, to get your… like, to probably for Mustafa, maybe you can give Sam an overview of Clay at some point?
321 00:24:13.750 ⇒ 00:24:17.349 Samuel Roberts: Okay, we’re gonna, we’re gonna start doing more projects with Clay.
322 00:24:17.470 ⇒ 00:24:21.700 Uttam Kumaran: It’s… it’s, like, just, like, a spreadsheet-based, like.
323 00:24:21.700 ⇒ 00:24:23.900 Mustafa Raja: Enrichment Workflow Builder.
324 00:24:23.910 ⇒ 00:24:43.049 Uttam Kumaran: like, we could do what we do in Clay and 88N, but it would be a lot harder. But maybe, Mustafa, like, couldn’t you give Sam, like, an overview of, like, what we’re doing in Clay, like, for us Estelles internally and for defaults? Because I’m currently the only other person that kind of knows. I think me, you, and Casey know how everything works.
325 00:24:43.220 ⇒ 00:24:48.459 Uttam Kumaran: But it would be great to start having Sam do that, because then Sam can unblock you on….
326 00:24:48.920 ⇒ 00:24:53.500 Mustafa Raja: It’s actually a really, really cool tool as well, so… Okay, cool. Yeah.
327 00:24:54.390 ⇒ 00:24:58.910 Mustafa Raja: Yeah, I’ll walk through the two combos that we have made so far. …
328 00:24:59.770 ⇒ 00:25:03.270 Mustafa Raja: And that will give you most of the sense of what Play can do.
329 00:25:03.730 ⇒ 00:25:06.629 Samuel Roberts: Perfect. Okay, yeah, let’s set up a time for that, ….
330 00:25:06.630 ⇒ 00:25:07.220 Mustafa Raja: Nope.
331 00:25:08.340 ⇒ 00:25:10.930 Samuel Roberts: And you’re… you’re out of office tomorrow, right?
332 00:25:11.540 ⇒ 00:25:16.080 Mustafa Raja: Yeah, but I have time today off, ….
333 00:25:16.080 ⇒ 00:25:16.640 Uttam Kumaran: What’s not.
334 00:25:16.640 ⇒ 00:25:19.019 Mustafa Raja: After my meeting with the….
335 00:25:19.340 ⇒ 00:25:19.790 Uttam Kumaran: Yeah.
336 00:25:19.790 ⇒ 00:25:20.710 Mustafa Raja: interview?
337 00:25:20.710 ⇒ 00:25:21.279 Uttam Kumaran: Sounds good.
338 00:25:21.560 ⇒ 00:25:22.580 Samuel Roberts: What time is that?
339 00:25:22.580 ⇒ 00:25:25.830 Mustafa Raja: I’ll set… I’ll set a time for both of us.
340 00:25:25.830 ⇒ 00:25:32.940 Samuel Roberts: Okay, alright, cool. Yeah, I have… I’m out after, like, oh, I don’t know what time… what time we’re getting. We’re at 1225 right now. I’m out after, like, 2.
341 00:25:32.940 ⇒ 00:25:39.519 Mustafa Raja: I gotta get in the car and take my dog somewhere, so… but… Let’s do… let’s do Friday, then, because I’ll be….
342 00:25:39.520 ⇒ 00:25:39.890 Samuel Roberts: Okay.
343 00:25:39.890 ⇒ 00:25:40.500 Uttam Kumaran: Food.
344 00:25:40.500 ⇒ 00:25:48.260 Samuel Roberts: That’s what I figured. Okay, that’s what I figured. I just wanted to make sure we sorted that out and didn’t have to go back and forth on Slack a bunch. Cool, okay. Yeah, send a time for Friday then, and I’ll be good.
345 00:25:48.260 ⇒ 00:25:49.450 Mustafa Raja: Okay, yeah.
346 00:25:49.450 ⇒ 00:25:49.910 Samuel Roberts: Alrighty.
347 00:25:50.190 ⇒ 00:25:50.780 Uttam Kumaran: Awesome.
348 00:25:50.910 ⇒ 00:25:51.730 Mustafa Raja: Thank you.
349 00:25:52.020 ⇒ 00:25:52.630 Samuel Roberts: Yeah.
350 00:25:52.940 ⇒ 00:26:00.460 Samuel Roberts: Good call. Cool, alright, well, that’s all I got. Let me stop sharing, and then, … …
351 00:26:00.740 ⇒ 00:26:08.449 Samuel Roberts: Yeah, I guess have a good, out-of-office tomorrow, Mustafa, if I don’t talk to you. Thank you. Otherwise, yeah.
352 00:26:08.850 ⇒ 00:26:09.780 Samuel Roberts: I think we’re good.
353 00:26:10.510 ⇒ 00:26:11.230 Uttam Kumaran: Thank you, guys.
354 00:26:11.630 ⇒ 00:26:13.300 Mustafa Raja: Thank you. Alrighty, thank you.
355 00:26:13.300 ⇒ 00:26:13.890 Samuel Roberts: So….