Meeting Title: Brainforge Workflow and Meetings Demo Date: 2025-08-29 Meeting participants: vishalag, Henry Zhao, read.ai meeting notes
WEBVTT
1 00:00:29.710 ⇒ 00:00:31.240 Henry Zhao: Rochelle, how’s it going?
2 00:00:31.860 ⇒ 00:00:35.429 vishalag: Hey, Henry, it’s going great on my end, how’s it with you?
3 00:00:35.800 ⇒ 00:00:39.469 Henry Zhao: Good, thanks. Alright, let’s jump right in, it’s a…
4 00:00:39.720 ⇒ 00:00:42.229 Henry Zhao: So we can get to our long weekend, right?
5 00:00:43.380 ⇒ 00:00:44.670 vishalag: Video component.
6 00:00:45.980 ⇒ 00:00:47.390 Henry Zhao: Cool, so…
7 00:00:47.540 ⇒ 00:00:56.160 Henry Zhao: all good, what you said to me, Q, Q, … new Q created is in here, etc, all that stuff is all good.
8 00:00:56.570 ⇒ 00:01:02.340 Henry Zhao: the question I asked about the suffix is, you see how some of the… all of these have, like, an added-by-default analytics?
9 00:01:04.530 ⇒ 00:01:10.410 Henry Zhao: So that might actually be quadruple counting it, so I was just wondering, like, just curious, like, do you know what the… this means?
10 00:01:10.870 ⇒ 00:01:12.730 Henry Zhao: Is it, like, a backup, or…?
11 00:01:12.840 ⇒ 00:01:18.280 vishalag: I was afraid of it. I mean, I’m… I was equally surprised when I saw this. I was like.
12 00:01:18.540 ⇒ 00:01:21.630 vishalag: But, as it says, the source is segment.
13 00:01:21.800 ⇒ 00:01:25.020 vishalag: So I feel there must be something wrong with segment.
14 00:01:33.920 ⇒ 00:01:35.650 vishalag: They lost you or something.
15 00:03:03.940 ⇒ 00:03:05.330 vishalag: Here again, can you hear me?
16 00:03:05.800 ⇒ 00:03:06.740 vishalag: Indeed.
17 00:03:07.760 ⇒ 00:03:12.180 Henry Zhao: Yeah, let me connect to my mobile hotspot, so I think I should be better now. Can you see me?
18 00:03:14.070 ⇒ 00:03:18.279 vishalag: I can’t see you, it’s fine if you can… Yeah, let’s.
19 00:03:18.280 ⇒ 00:03:21.679 Henry Zhao: Let’s turn off the… let’s turn off our cameras, I think that will maybe help.
20 00:03:22.100 ⇒ 00:03:23.310 vishalag: Yeah, thank you.
21 00:03:24.110 ⇒ 00:03:29.570 Henry Zhao: Okay, yeah, so default analytics is fine, I was just asking in case there was something I needed to know about that. Okay, but anyway…
22 00:03:30.170 ⇒ 00:03:33.730 Henry Zhao: Let’s see, what were the two things that I wanted to ask you about.
23 00:03:35.800 ⇒ 00:03:48.429 Henry Zhao: Yeah, so I’m gonna ask for access to workflow creation and meetings booked, but if you can give me a quick demo on what those look like, test it to see if those events are as I expected.
24 00:03:48.560 ⇒ 00:03:54.500 Henry Zhao: Just for me to learn it. And then we can go over the difference between meetings scheduled and meetings new, meeting completed.
25 00:03:54.800 ⇒ 00:03:58.380 Henry Zhao: Because I… without the demo, I can’t understand the difference, so….
26 00:03:58.580 ⇒ 00:03:59.130 vishalag: Yeah.
27 00:03:59.420 ⇒ 00:04:02.189 Henry Zhao: I guess, I think that’s why you need more Dean 2, because…
28 00:04:02.510 ⇒ 00:04:04.589 Henry Zhao: We’re flying blind, you know, so…
29 00:04:06.120 ⇒ 00:04:12.050 Henry Zhao: And then this one being… and then this one being taking time, that will be fine, we can talk about that next week.
30 00:04:12.260 ⇒ 00:04:17.149 Henry Zhao: And the demo booked, if it’s just the raw number, that’s fine as well. I checked that with Caitlin as well.
31 00:04:19.389 ⇒ 00:04:26.409 Henry Zhao: So just to summarize, new user onboarded, all good. Demo booked, all good to be just the raw number. New crew created, all good.
32 00:04:26.639 ⇒ 00:04:29.729 Henry Zhao: Dapper button click, we can talk about next week, and all good.
33 00:04:29.949 ⇒ 00:04:36.329 Henry Zhao: And then workflow and meeting, I just need to see a demo, because it probably isn’t clear to you, because it’s not clear to me.
34 00:04:36.990 ⇒ 00:04:37.580 vishalag: Yeah.
35 00:04:37.580 ⇒ 00:04:40.579 Henry Zhao: I kind of just went by what it… what it sounded like to make sense.
36 00:04:41.010 ⇒ 00:04:42.610 vishalag: Yeah, so….
37 00:04:42.610 ⇒ 00:04:45.540 Henry Zhao: Okay, so I’ll let you share your screen to do a demo, and then we can talk about that.
38 00:04:45.780 ⇒ 00:04:49.089 vishalag: Yeah, let me know if you can see my screen. Right now, I’m on the default platform.
39 00:04:49.090 ⇒ 00:04:49.640 Henry Zhao: Yeah.
40 00:04:50.030 ⇒ 00:05:00.880 vishalag: So, first of all, see, very high-level overview. We have forms, okay, we have two types of forms, default forms and web forms, but underneath the hood, they are the same thing, okay? They are….
41 00:05:00.880 ⇒ 00:05:02.170 Henry Zhao: Marked as different.
42 00:05:02.500 ⇒ 00:05:04.590 vishalag: So whenever you, let’s say, create a new.
43 00:05:04.590 ⇒ 00:05:05.220 Henry Zhao: I don’t ha-.
44 00:05:06.830 ⇒ 00:05:07.640 vishalag: Okay.
45 00:05:08.310 ⇒ 00:05:08.690 vishalag: whenever….
46 00:05:08.690 ⇒ 00:05:09.900 Henry Zhao: Yeah, I don’t have forms at all.
47 00:05:11.370 ⇒ 00:05:12.760 vishalag: Oh, you have canceled, okay.
48 00:05:12.870 ⇒ 00:05:14.980 vishalag: So, whenever you create a font.
49 00:05:16.280 ⇒ 00:05:22.650 vishalag: So what generally happens is that underneath the hood, we create a workflow also.
50 00:05:22.840 ⇒ 00:05:26.410 vishalag: For this form. As you can see, view form workflow.
51 00:05:26.760 ⇒ 00:05:31.910 vishalag: Now, if let’s say, you directly go into workflows, and you want to create a new workflow.
52 00:05:32.310 ⇒ 00:05:36.300 vishalag: That will also, underneath the hood, create a form, okay?
53 00:05:36.400 ⇒ 00:05:37.360 Henry Zhao: Because….
54 00:05:37.360 ⇒ 00:05:45.420 vishalag: Form is a very integral part of a workflow that is one of the major triggers that most of the companies use or customers use.
55 00:05:45.660 ⇒ 00:05:46.650 vishalag: So, to that….
56 00:05:46.650 ⇒ 00:05:49.790 Henry Zhao: So you’re saying form creation is, like, the number one for workflow creation.
57 00:05:49.940 ⇒ 00:05:59.019 vishalag: Yes, that’s why I said that if any type of workflow creation is completed… see, I don’t know what you mean by completed. I mean, if you just mean that I just click on this….
58 00:05:59.020 ⇒ 00:06:02.570 Henry Zhao: Angelic publish. Yeah. Craniofocused and publish, is what I meant.
59 00:06:02.910 ⇒ 00:06:07.970 vishalag: Okay, so, I mean, then we will have to introduce a fourth parameter also, like, this.
60 00:06:07.970 ⇒ 00:06:08.480 Henry Zhao: Exactly.
61 00:06:08.480 ⇒ 00:06:11.850 vishalag: Create for you, which will, let’s say, publish workflow or something, okay?
62 00:06:12.030 ⇒ 00:06:24.780 vishalag: So, but right now, let’s say if it was not published, that means any kind of form creation, form duplication, and imported form is web form only. So, imported form creation, these three, if are there.
63 00:06:25.340 ⇒ 00:06:32.109 vishalag: they will have a form ID, okay, and that form ID is same as the workflow ID, but I mean, if you want.
64 00:06:32.320 ⇒ 00:06:32.690 Henry Zhao: Okay.
65 00:06:32.690 ⇒ 00:06:38.479 vishalag: low ID as the key-value pair, I can make that also happen for you, okay? But basically.
66 00:06:38.480 ⇒ 00:06:38.930 Henry Zhao: Okay.
67 00:06:38.930 ⇒ 00:06:48.909 vishalag: I am just explaining this situation, where if any time a workflow is initiated to be created, these three, if either of these are there, that means a workflow has been created.
68 00:06:49.810 ⇒ 00:06:50.320 Henry Zhao: Okay.
69 00:06:50.320 ⇒ 00:06:50.670 vishalag: I will….
70 00:06:50.670 ⇒ 00:06:51.160 Henry Zhao: Okay.
71 00:06:51.160 ⇒ 00:06:55.439 vishalag: I will just react it as, I mean, acknowledged, so that I’m explaining one by one.
72 00:06:55.440 ⇒ 00:06:56.080 Henry Zhao: Okay.
73 00:06:56.590 ⇒ 00:06:57.510 vishalag: So, for this….
74 00:06:57.510 ⇒ 00:06:58.130 Henry Zhao: helpful.
75 00:06:58.130 ⇒ 00:07:04.090 vishalag: For this, … Need, publish, event, type as well.
76 00:07:04.970 ⇒ 00:07:08.690 vishalag: Right? That’s what you mean, right? Wanted publish event.
77 00:07:08.940 ⇒ 00:07:10.360 vishalag: Now, …
78 00:07:10.550 ⇒ 00:07:20.630 vishalag: So, workflow creation is completed. Now, workflow run, okay? So, workflow, let’s say, let’s go to any workflow which is already there.
79 00:07:22.120 ⇒ 00:07:23.500 vishalag: Maybe this one, okay.
80 00:07:23.940 ⇒ 00:07:26.670 vishalag: So, let’s say this is the workflow, so you can…
81 00:07:27.210 ⇒ 00:07:38.869 vishalag: execute it, either through testing it, okay, like, we can test the workflow, or based on the trigger type, it can be executed at any time, right? Like, it depends, right?
82 00:07:39.070 ⇒ 00:07:47.419 vishalag: So, … workflow run completed. I mean, this particular one, we don’t have any kind of event right now.
83 00:07:47.830 ⇒ 00:07:50.440 vishalag: So, for that, I will support for you.
84 00:07:50.780 ⇒ 00:07:51.370 vishalag: ….
85 00:07:51.370 ⇒ 00:07:51.910 Henry Zhao: Okay.
86 00:07:51.910 ⇒ 00:07:52.990 vishalag: workflow.
87 00:07:53.780 ⇒ 00:07:55.400 vishalag: Run, completed.
88 00:07:55.510 ⇒ 00:07:57.110 vishalag: Event type.
89 00:07:57.240 ⇒ 00:07:59.010 vishalag: Needs to be added.
90 00:07:59.920 ⇒ 00:08:02.370 Henry Zhao: Yeah, and then we can just add the form ID and the workflow ID.
91 00:08:02.370 ⇒ 00:08:06.319 vishalag: Yeah, yeah, that I will do, I will give you, like, the best amount possible.
92 00:08:06.520 ⇒ 00:08:10.910 vishalag: Now, see, once it’s there, whenever a workflow runs, okay.
93 00:08:11.610 ⇒ 00:08:14.550 vishalag: So, let’s go to the… yeah, this one.
94 00:08:16.630 ⇒ 00:08:19.210 vishalag: So, whenever a workflow runs, see.
95 00:08:19.740 ⇒ 00:08:22.680 vishalag: As you can see, like, in default platform.
96 00:08:23.220 ⇒ 00:08:27.610 vishalag: the workflow can be any kind of complications can be there, so…
97 00:08:28.500 ⇒ 00:08:33.850 vishalag: any kind of workflow does not mean that it will run end-to-end. Like, there’s a possibility that
98 00:08:34.059 ⇒ 00:08:38.200 vishalag: After this node, Based on the user’s preference.
99 00:08:38.559 ⇒ 00:08:41.879 vishalag: Like, let’s say I don’t have this node, okay? Meeting notebook.
100 00:08:42.039 ⇒ 00:08:48.630 vishalag: If the display scheduler was shown, let’s say a calendar link was shown, this is what this node basically represents.
101 00:08:48.870 ⇒ 00:09:02.249 vishalag: And if they didn’t book the meeting in, let’s say, 10 minutes, so we kind of trigger the meeting not booked. So this is one of the scenarios where the workflow did run successfully, but it did not complete it, you know? So… Yeah.
102 00:09:02.720 ⇒ 00:09:09.260 vishalag: workflow as successful and as error. Okay, like, if something bad happens, mark it as error.
103 00:09:09.790 ⇒ 00:09:10.180 Henry Zhao: Yuck.
104 00:09:10.180 ⇒ 00:09:19.520 vishalag: completely executes properly, be it leaving at any point. See, if this leaves out, this is also successful in our eyes, because it’s on you, right? Like, you haven’t configured it correctly.
105 00:09:19.950 ⇒ 00:09:23.540 vishalag: So, or you left it out purposely. So…
106 00:09:23.880 ⇒ 00:09:29.060 vishalag: When you say workflow run completed, I mean workflow successful, okay?
107 00:09:29.060 ⇒ 00:09:34.369 Henry Zhao: No, no, no. Can we have it for both, and then just have a field, a property for success or failed?
108 00:09:34.370 ⇒ 00:09:36.179 vishalag: Yeah, that also I can do, no issues.
109 00:09:36.630 ⇒ 00:09:41.210 Henry Zhao: Yeah, or if you want, you can do a workflow run completed and a workflow run failed. That also, I think, would work.
110 00:09:41.210 ⇒ 00:09:44.010 vishalag: Well, I will have it in the single one only, workflow one.
111 00:09:44.010 ⇒ 00:09:52.370 Henry Zhao: Yeah, I think the same one, because I can just use a breakdown, because I’m sure, like, what Caitlin would ask is, like, what percentage of the workflow runs are… yeah, either way would work, actually.
112 00:09:52.580 ⇒ 00:09:59.830 Henry Zhao: Because I can either filter by success, or I can create a custom event. So yeah, either one will work. I think keeping it as one probably is cheaper.
113 00:10:00.000 ⇒ 00:10:12.150 vishalag: Yeah, yeah, for sure. I mean, that’s easier for me also to manage. So… Perfect. So, workflow is done then, okay? I mean, all of this I picked up from the Excel sheet, so you can also check out again if I missed anything.
114 00:10:12.250 ⇒ 00:10:16.270 vishalag: Now, meeting scheduled and meeting, new meeting completed. So…
115 00:10:16.700 ⇒ 00:10:25.989 vishalag: You… we have this scheduler, okay? We have events types. See, these are hosted events. It can be personal, team, or group. Let’s say if I copy this link, okay?
116 00:10:26.410 ⇒ 00:10:31.109 vishalag: And I open it up, so this is similar to a Calendly link, which people share, right?
117 00:10:31.360 ⇒ 00:10:35.859 vishalag: So you shared it up, You select any particular time slot.
118 00:10:36.200 ⇒ 00:10:38.450 vishalag: Okay, and then you book it.
119 00:10:38.890 ⇒ 00:10:41.020 vishalag: Yeah, that’s it.
120 00:10:42.580 ⇒ 00:10:47.570 vishalag: Where you just give your name, let’s say, Dandruit, or… Is this booking a meeting?
121 00:10:47.810 ⇒ 00:10:50.030 vishalag: Yeah, this will book a meeting, okay? So….
122 00:10:50.030 ⇒ 00:10:58.480 Henry Zhao: Can you actually schedule with me? Can you schedule it with me, actually? I want to then look at that event in Amplitude. And I’ll just search, like, email henryZow at brainforge.ai, if it’s there.
123 00:11:02.690 ⇒ 00:11:05.549 Henry Zhao: Yeah, this would be great for me to already test, and just see what it looks like.
124 00:11:07.620 ⇒ 00:11:18.450 vishalag: So, as soon as you book this meeting, I mean, I don’t know if it… if my calendar is connected or not, but it got booked. So, on September 4th, you must have received an invite. So.
125 00:11:18.450 ⇒ 00:11:19.210 Henry Zhao: Okay?
126 00:11:19.210 ⇒ 00:11:21.540 vishalag: This meeting is scheduled, right?
127 00:11:21.710 ⇒ 00:11:27.100 vishalag: So, when you say meeting scheduled, This is meeting scheduled, right?
128 00:11:27.200 ⇒ 00:11:28.070 vishalag: No?
129 00:11:28.070 ⇒ 00:11:28.890 Henry Zhao: any event.
130 00:11:29.150 ⇒ 00:11:31.559 vishalag: When you say meetings, new meeting completed.
131 00:11:31.680 ⇒ 00:11:35.990 vishalag: So, that… does that mean meetings?
132 00:11:36.280 ⇒ 00:11:38.700 vishalag: Like, because we don’t know if the meeting is….
133 00:11:39.270 ⇒ 00:11:50.630 Henry Zhao: Don’t worry about it for now. Yeah, if you don’t know when the meeting is completed, then don’t worry about it for now. Let me go back to what Caitlin asked for, and just see if this event by itself is enough, or did she ask for something else?
134 00:11:51.340 ⇒ 00:11:58.970 vishalag: Yeah, and I think meeting scheduled is also not part of… entity to the event.
135 00:11:59.880 ⇒ 00:12:00.500 Henry Zhao: Okay.
136 00:12:01.140 ⇒ 00:12:01.580 vishalag: So….
137 00:12:01.580 ⇒ 00:12:07.869 Henry Zhao: Okay, so yeah, if we can just add that for now, with those properties, like the… I guess I don’t really need the name, email.
138 00:12:08.680 ⇒ 00:12:10.539 vishalag: I will give you the details.
139 00:12:10.540 ⇒ 00:12:12.539 Henry Zhao: I don’t think we would ever analyze that, yeah.
140 00:12:12.910 ⇒ 00:12:21.070 vishalag: Yeah, I mean, what generally happens… see, I filled your details, right? So, you are a lead. We consider you as a lead, okay?
141 00:12:21.330 ⇒ 00:12:32.389 vishalag: Yeah. This is a lead email, so I will give you lead details, I will give you the event details from where it is coming from. Okay. I’ll give you the meeting details, of course. Meeting ID, meeting date time.
142 00:12:32.390 ⇒ 00:12:32.990 Henry Zhao: Okay.
143 00:12:32.990 ⇒ 00:12:39.950 vishalag: what was the platform, let’s say Zoom, or Google Meet, or something like that. Like, all of that I will give you.
144 00:12:39.950 ⇒ 00:12:41.679 Henry Zhao: Oh, perfect. That would be great.
145 00:12:41.680 ⇒ 00:12:47.910 vishalag: So, see, I will try to give you as much data as possible, and then you can come back to me saying that if you want specific more data or not.
146 00:12:48.120 ⇒ 00:12:48.660 vishalag: But.
147 00:12:48.660 ⇒ 00:12:49.220 Henry Zhao: Okay, great.
148 00:12:49.220 ⇒ 00:12:51.890 vishalag: These two, in my eyes, are the same.
149 00:12:52.290 ⇒ 00:12:55.510 Henry Zhao: Yeah, they are for now, so for now, just ignore meetings, new meeting completed.
150 00:12:55.510 ⇒ 00:12:56.000 vishalag: Yeah.
151 00:12:56.410 ⇒ 00:13:03.310 Henry Zhao: Especially if we don’t know if somebody actually did the meeting, right? So, I guess, can they… if they cancel or reschedule, maybe those will be events later.
152 00:13:03.610 ⇒ 00:13:07.679 Henry Zhao: Because then if it’s not canceled or rescheduled, then probably we can say that they did complete it.
153 00:13:07.900 ⇒ 00:13:10.369 vishalag: Yeah, I mean, like, see, I can do this… I can make
154 00:13:10.760 ⇒ 00:13:13.470 vishalag: So that also, but, I mean, you can ask for….
155 00:13:13.470 ⇒ 00:13:14.060 Henry Zhao: I pray.
156 00:13:14.060 ⇒ 00:13:14.740 vishalag: Yeah, that’s okay.
157 00:13:14.740 ⇒ 00:13:19.369 Henry Zhao: We can worry about that next week. Yeah, next week we can do the second round of events. For now, let’s just look at these basic ones.
158 00:13:19.570 ⇒ 00:13:25.919 Henry Zhao: And then I can give the update right now that this is what we worked on, and just kind of see what the business people say.
159 00:13:26.100 ⇒ 00:13:32.320 vishalag: Yeah, and dashboard button click, I think, is pretty simple. You just need to know which of these were clicked, right?
160 00:13:33.260 ⇒ 00:13:37.950 Henry Zhao: Yeah, exactly. Yeah, those we can handle next week, or even the week after that.
161 00:13:38.230 ⇒ 00:13:39.070 vishalag: Yeah.
162 00:13:39.070 ⇒ 00:13:44.419 Henry Zhao: Because that will answer the big question that they have, which is, what features are people actually using, and, like, how much time are they spending in each?
163 00:13:44.420 ⇒ 00:13:47.100 vishalag: So they know how to, like, spend their time.
164 00:13:47.380 ⇒ 00:13:50.360 Henry Zhao: But, you know, investing in the product, you know.
165 00:13:50.490 ⇒ 00:14:00.709 vishalag: Yeah. So, we have an event type, so I told you meeting scheduled overall is not there, but whenever the first meeting is booked, that is there.
166 00:14:01.100 ⇒ 00:14:01.680 Henry Zhao: Okay.
167 00:14:01.680 ⇒ 00:14:04.069 vishalag: So, either I can keep this.
168 00:14:04.260 ⇒ 00:14:08.159 vishalag: And I can create another one which will just say meeting scheduled, okay?
169 00:14:08.280 ⇒ 00:14:09.569 Henry Zhao: You can keep both.
170 00:14:09.570 ⇒ 00:14:12.170 vishalag: But this only happens when the first meeting gets through.
171 00:14:12.270 ⇒ 00:14:15.200 vishalag: So… I don’t know if… I can keep this, I won’.
172 00:14:15.200 ⇒ 00:14:15.590 Henry Zhao: Yeah, I don’.
173 00:14:15.710 ⇒ 00:14:18.820 vishalag: I won’t remove it, it’s up to you how you want to use it, or something like that.
174 00:14:19.270 ⇒ 00:14:23.820 Henry Zhao: Yeah, I don’t know why… I don’t know why they decided to implement just first meeting booked and not the rest.
175 00:14:24.170 ⇒ 00:14:29.779 vishalag: I mean, yeah, I mean, like, 2 years back, I mean, Stan, who is our GTM lead at that time, he wanted to know
176 00:14:30.190 ⇒ 00:14:32.260 vishalag: I don’t know why, but he wanted to know
177 00:14:32.410 ⇒ 00:14:36.760 vishalag: What was the time between a person getting onboarded and the first meeting?
178 00:14:36.760 ⇒ 00:14:37.390 Henry Zhao: Hmm.
179 00:14:37.650 ⇒ 00:14:41.350 vishalag: So, I told him that you can do that with normal meeting book, but he responded.
180 00:14:41.350 ⇒ 00:14:42.260 Henry Zhao: Yeah, exactly.
181 00:14:42.260 ⇒ 00:14:53.180 vishalag: not a power user of Amplitude, so I can convert this one also to this one, or I can make a separate one, because it will be the same place for me to add the code. But yeah, I will take the call off.
182 00:14:54.310 ⇒ 00:15:06.929 Henry Zhao: If you can make a separate one, that would be great, because I think updating it introduces some other complexities, like, in the future, we have to remember when we made this change and all that stuff, so… Yeah, we can just make a separate one, and I’ll keep that one, and actually even use that right now.
183 00:15:07.100 ⇒ 00:15:08.410 vishalag: Yeah, I will do a separate.
184 00:15:08.410 ⇒ 00:15:10.939 Henry Zhao: Perfect. This is really helpful.
185 00:15:10.940 ⇒ 00:15:17.270 vishalag: Yeah, now the last one. So, see, whenever anyone gets onboarded to default, …
186 00:15:17.480 ⇒ 00:15:23.540 vishalag: Generally, they have to have some integrations with the platform, okay, which is part of the onboarding process only.
187 00:15:23.850 ⇒ 00:15:33.990 vishalag: So, that onboarding process involves setting your working hours, okay? That is one of the steps, like, working hours and vacation, if you are planning to take.
188 00:15:34.230 ⇒ 00:15:40.300 vishalag: Then we asked them to do various integrations, like, these are all integrations, but.
189 00:15:40.300 ⇒ 00:15:42.259 Henry Zhao: For scheduling specific.
190 00:15:42.510 ⇒ 00:15:45.959 vishalag: We asked them to add at least one calendar.
191 00:15:46.210 ⇒ 00:15:47.550 vishalag: Okay, like….
192 00:15:47.550 ⇒ 00:15:48.030 Henry Zhao: Okay.
193 00:15:48.030 ⇒ 00:15:53.070 vishalag: Google or Outlook. So… but we ask them, at least I had one calendar.
194 00:15:53.420 ⇒ 00:15:57.509 vishalag: So, when you… I think I saw the Excel sheet, it said.
195 00:15:57.890 ⇒ 00:16:04.719 vishalag: I don’t know exactly what was the language. It kind of said that the person is ready for the meeting, something like this, let me see.
196 00:16:04.820 ⇒ 00:16:08.280 Henry Zhao: … Okay, this is very helpful to know.
197 00:16:08.630 ⇒ 00:16:09.010 vishalag: I don’t.
198 00:16:09.010 ⇒ 00:16:09.700 Henry Zhao: Oh, that’s….
199 00:16:09.700 ⇒ 00:16:17.870 vishalag: Yeah. So, I mean, basically, what I’m trying to explain to you is that someone is eligible or ready to
200 00:16:18.030 ⇒ 00:16:20.960 vishalag: Book meet… like, is ready to host meetings.
201 00:16:21.090 ⇒ 00:16:25.670 vishalag: It’s when they have calendar integrated, and they have their working hours set.
202 00:16:25.830 ⇒ 00:16:26.650 vishalag: So that’s why.
203 00:16:26.650 ⇒ 00:16:26.970 Henry Zhao: Okay.
204 00:16:26.970 ⇒ 00:16:33.280 vishalag: A person is all set to be ready for meetings in general, should have both these events present for them.
205 00:16:33.660 ⇒ 00:16:46.899 Henry Zhao: Okay, so I might also add some user properties on, like, if they’re meeting ready, so I mean… Yeah, I mean, you can… you can, like… I’m just letting you know so that you can make more data analytics around it if you want to.
206 00:16:48.280 ⇒ 00:16:50.440 Henry Zhao: Okay, yeah, that would be very helpful.
207 00:16:50.710 ⇒ 00:16:53.629 Henry Zhao: I’m gonna add a reminder for myself on this. I think that will be helpful.
208 00:16:53.810 ⇒ 00:16:55.870 vishalag: Yeah, so I think, …
209 00:16:56.210 ⇒ 00:17:01.610 vishalag: I mean, I am the sole lead of this scheduler and routing thing, these two.
210 00:17:01.610 ⇒ 00:17:04.809 Henry Zhao: And meetings. You can ask me anything related to this.
211 00:17:04.869 ⇒ 00:17:09.139 vishalag: Workflows am, like, I briefly know about it, and same for forms.
212 00:17:09.160 ⇒ 00:17:25.229 vishalag: So, if you have any questions, you can ask me in general as to how the product generally is interlinked, so that you can make more better analytical platform in general. But I will try to give you as much data as possible, and any kind of documentation, if you require in terms of understanding what specific
213 00:17:25.270 ⇒ 00:17:29.650 vishalag: field values mean? I mean, generally, it’s very standard. I mean, meeting ID.
214 00:17:29.650 ⇒ 00:17:30.470 Henry Zhao: ….
215 00:17:30.470 ⇒ 00:17:39.739 vishalag: event ID, all of that makes sense, right? Now that you know about. But if you find it anytime difficult, you can ask me straight up, straight away, and I can….
216 00:17:40.630 ⇒ 00:17:45.670 Henry Zhao: Okay, so I can’t create a meeting right now because I don’t have any queues or members, right? Do I need that also to create a meeting?
217 00:17:46.050 ⇒ 00:17:52.110 vishalag: You can create it for yourself also, right? Like, let’s say if you go to events, You answered?
218 00:17:52.110 ⇒ 00:17:52.950 Henry Zhao: Where do I go?
219 00:17:53.330 ⇒ 00:17:57.580 vishalag: Just go to events, like, click on this left side, Scheduler Event Types.
220 00:17:58.790 ⇒ 00:18:00.449 Henry Zhao: I don’t have events, maybe, right?
221 00:18:01.290 ⇒ 00:18:02.790 vishalag: Is it not enabled for you?
222 00:18:03.230 ⇒ 00:18:04.980 Henry Zhao: There’s not an event here, right? You see?
223 00:18:05.640 ⇒ 00:18:07.629 vishalag: Can you share screen? Let me see.
224 00:18:08.070 ⇒ 00:18:09.150 Henry Zhao: Are you seeing my screen?
225 00:18:09.710 ⇒ 00:18:11.640 vishalag: No, I can’t see her.
226 00:18:12.360 ⇒ 00:18:15.920 vishalag: Yeah, now I can… Go ahead, maybe share it.
227 00:18:16.480 ⇒ 00:18:17.030 Henry Zhao: Huh?
228 00:18:17.130 ⇒ 00:18:18.920 Henry Zhao: So yeah, I don’t have events tab, right?
229 00:18:19.660 ⇒ 00:18:27.130 vishalag: You… You have scheduler, when I click on Scheduler, why does it show.
230 00:18:27.130 ⇒ 00:18:33.790 Henry Zhao: Oh, oh, yeah, schedulers, events. Okay, so… but I had a new event type already. Yes. I had a personal event… oh, okay.
231 00:18:34.280 ⇒ 00:18:36.270 vishalag: Give it a name or something.
232 00:18:36.410 ⇒ 00:18:44.969 vishalag: I get it, like, you are not the admin of this platform, of this account, this team account, whichever team account you’re on.
233 00:18:45.280 ⇒ 00:18:52.440 vishalag: That’s why you ask boneless permissions. Whoever is the team account admin, just ask them to upgrade you to an admin, or I can do the same for you.
234 00:18:52.440 ⇒ 00:18:52.990 Henry Zhao: bus?
235 00:18:53.250 ⇒ 00:18:54.830 Henry Zhao: Okay, that would be great.
236 00:18:55.150 ⇒ 00:18:56.270 Henry Zhao: Thank you so much.
237 00:18:57.070 ⇒ 00:19:01.469 vishalag: So, basically, like, yeah, so you see, as soon as you created this event.
238 00:19:02.060 ⇒ 00:19:07.819 vishalag: You can, on the top right, you can see publish, like, first publish it, of course, and then….
239 00:19:07.820 ⇒ 00:19:10.040 Henry Zhao: I already did that, and it didn’t change anything.
240 00:19:10.370 ⇒ 00:19:11.760 Henry Zhao: Let me show you.
241 00:19:12.530 ⇒ 00:19:13.370 Henry Zhao: Excellent.
242 00:19:15.440 ⇒ 00:19:18.470 Henry Zhao: Okay, and then 30 minutes?
243 00:19:19.130 ⇒ 00:19:21.749 Henry Zhao: So, publish… it actually disappeared.
244 00:19:23.260 ⇒ 00:19:26.040 vishalag: Yeah, I mean, now it’s published, right? So you just have to copy the link.
245 00:19:26.740 ⇒ 00:19:27.709 vishalag: Open it up.
246 00:19:28.770 ⇒ 00:19:30.089 Henry Zhao: Okay, copy the link.
247 00:19:31.450 ⇒ 00:19:33.079 vishalag: So it will have that change.
248 00:19:33.220 ⇒ 00:19:33.950 vishalag: Meeting general.
249 00:19:33.950 ⇒ 00:19:40.309 Henry Zhao: Oh, it’s like… So I need to have a… Let’s see what happens.
250 00:19:47.640 ⇒ 00:19:50.290 Henry Zhao: So this is now… I’m a customer scheduling a meeting, right?
251 00:19:50.540 ⇒ 00:19:54.599 vishalag: Yeah, but you, I think, schedule with yourself, but it’s fine.
252 00:19:54.600 ⇒ 00:19:56.590 Henry Zhao: Yeah, yeah, yeah, I just wanna test it, and then…
253 00:19:57.360 ⇒ 00:19:59.099 Henry Zhao: I don’t know how to go back, actually.
254 00:20:07.750 ⇒ 00:20:09.529 vishalag: So you can go to meetings.
255 00:20:10.590 ⇒ 00:20:13.010 Henry Zhao: Oh, I already got updated, I guess somebody already upgraded me.
256 00:20:13.010 ⇒ 00:20:13.540 vishalag: Yeah.
257 00:20:16.420 ⇒ 00:20:18.070 vishalag: I mean, I just did it.
258 00:20:18.410 ⇒ 00:20:23.510 vishalag: So… You can… which date, whichever date you did, I mean, I don’t know.
259 00:20:23.510 ⇒ 00:20:24.360 Henry Zhao: Did I do?
260 00:20:26.590 ⇒ 00:20:28.150 Henry Zhao: Where is it? Here?
261 00:20:28.150 ⇒ 00:20:28.980 vishalag: Let’s true.
262 00:20:28.980 ⇒ 00:20:33.340 Henry Zhao: September 2nd, okay, so that’s why it’s not here. Okay, now it makes sense.
263 00:20:34.810 ⇒ 00:20:35.290 vishalag: So this is….
264 00:20:35.290 ⇒ 00:20:36.330 Henry Zhao: Oh…
265 00:20:37.150 ⇒ 00:20:42.920 Henry Zhao: So, when we say new meeting booked, we’re talking about a customer booked a meeting, or we booked a meeting?
266 00:20:42.920 ⇒ 00:20:45.370 vishalag: No, no, of course, the customer will book a meeting with you, right?
267 00:20:45.370 ⇒ 00:20:46.299 Henry Zhao: Okay, got it.
268 00:20:47.250 ⇒ 00:20:51.170 Henry Zhao: Got it, so it’s not like we have salespeople that talk to leads and book meetings for them.
269 00:20:51.480 ⇒ 00:20:52.330 vishalag: Very nice.
270 00:20:52.330 ⇒ 00:20:53.080 Henry Zhao: Meetings with it.
271 00:20:53.080 ⇒ 00:20:55.639 vishalag: 0.01% chance, what you just.
272 00:20:55.640 ⇒ 00:21:04.699 Henry Zhao: Okay, that also makes sense. See, like, without these contexts, I… I was a little bit misled on, like, how I wanted to plan this. So now this makes a lot more sense to me.
273 00:21:04.850 ⇒ 00:21:05.500 vishalag: Yep.
274 00:21:05.830 ⇒ 00:21:08.110 Henry Zhao: I kinda needed this demo, so thank you so much.
275 00:21:08.640 ⇒ 00:21:20.219 vishalag: So, I will make two event types for you, workflow run completed with alongside status, and I will try to meeting scheduled event, without removing the first meeting booked one.
276 00:21:20.330 ⇒ 00:21:28.689 vishalag: And, … for publish event, publishing a workflow, basically, I will create an event that also for you.
277 00:21:28.920 ⇒ 00:21:34.569 vishalag: So, 3 items on me, and the rest you can check out, and let me know if anything else comes up.
278 00:21:35.180 ⇒ 00:21:42.819 Henry Zhao: Okay, and then next week I’ll schedule a call maybe on… maybe we’ll just do our Wednesday call, and then we can plan the next set of events based on your availability.
279 00:21:43.040 ⇒ 00:21:49.890 Henry Zhao: Yeah. And whatever Caitlin wants, so… Okay, thank you so much, Vishal. I’ll give the team an update now, on our progress. This is great.
280 00:21:50.210 ⇒ 00:21:51.470 vishalag: Alright, cool. See ya.
281 00:21:51.470 ⇒ 00:21:52.819 Henry Zhao: Thank you, have a great weekend.
282 00:21:53.030 ⇒ 00:21:54.200 vishalag: You too, Lance, yeah.
283 00:21:54.200 ⇒ 00:21:54.750 Henry Zhao: Right.