Meeting Title: Brainforge Circle Back Campaign Sync Date: 2025-09-04 Meeting participants: Rico Rejoso, Mustafa Raja, Uttam Kumaran, Henry Zhao
WEBVTT
1 00:02:23.020 ⇒ 00:02:25.789 Mustafa Raja: Hey, here you go, is it un joining?
2 00:02:27.610 ⇒ 00:02:29.780 Rico Rejoso: and stuff, yeah, I think…
3 00:02:30.700 ⇒ 00:02:34.690 Rico Rejoso: You guys will be working on enrichment of the Circle Back.
4 00:02:34.690 ⇒ 00:02:35.890 Mustafa Raja: Yay!
5 00:02:36.210 ⇒ 00:02:40.580 Rico Rejoso: Yeah. I’ll also confirm with him if…
6 00:02:41.090 ⇒ 00:02:42.690 Mustafa Raja: Yeah, I’m…
7 00:02:42.690 ⇒ 00:02:45.769 Rico Rejoso: for Monday, the time for the meeting on Monday.
8 00:02:46.140 ⇒ 00:02:47.010 Mustafa Raja: Okay, okay.
9 00:02:47.840 ⇒ 00:02:49.709 Rico Rejoso: It’s just a week career.
10 00:03:05.220 ⇒ 00:03:08.029 Mustafa Raja: do we need to ping?
11 00:03:08.210 ⇒ 00:03:09.179 Mustafa Raja: Bing with them.
12 00:03:10.640 ⇒ 00:03:12.969 Rico Rejoso: Yeah, let me ping him.
13 00:03:23.250 ⇒ 00:03:31.449 Mustafa Raja: Okay. Yeah, so, for the thing, the, what’s it called, the report, I was able to run the…
14 00:03:32.100 ⇒ 00:03:35.689 Mustafa Raja: Browser-based thing, and most of it is up.
15 00:03:36.310 ⇒ 00:03:44.600 Mustafa Raja: A few of them are throwing, error, about 20.
16 00:03:44.770 ⇒ 00:03:46.889 Mustafa Raja: Might need to figure that out.
17 00:03:47.410 ⇒ 00:03:48.699 Mustafa Raja: What the error is.
18 00:03:49.830 ⇒ 00:03:52.349 Mustafa Raja: So then they can be fixed, too.
19 00:03:55.820 ⇒ 00:03:59.739 Rico Rejoso: Okay, were you able to run the combos on the serial companies?
20 00:03:59.740 ⇒ 00:04:07.340 Mustafa Raja: Yes, yes, the Salesforce fields are updated for them.
21 00:04:09.460 ⇒ 00:04:10.650 Rico Rejoso: Okay, wonderful.
22 00:04:10.920 ⇒ 00:04:21.529 Mustafa Raja: Yeah, I just need to change a few things. I actually want to change a few things. I guess this is a good opportunity to talk about those with Utam.
23 00:04:22.740 ⇒ 00:04:27.109 Rico Rejoso: Yes, definitely, let’s have those questions so we can confirm prior to our meeting on Monday.
24 00:04:27.810 ⇒ 00:04:28.540 Mustafa Raja: Yeah.
25 00:04:29.650 ⇒ 00:04:31.959 Rico Rejoso: Hated thinking, well, let’s just wait.
26 00:04:32.130 ⇒ 00:04:33.240 Rico Rejoso: I’m also editing.
27 00:04:33.240 ⇒ 00:04:38.300 Mustafa Raja: Yeah, I, he said that he’ll be in the meeting, in the client channel, so…
28 00:04:41.020 ⇒ 00:04:44.640 Rico Rejoso: give me a few minutes, I think he’s just working on some formation docs.
29 00:04:53.100 ⇒ 00:04:54.799 Mustafa Raja: What did you say?
30 00:04:56.190 ⇒ 00:04:59.009 Rico Rejoso: Yeah, I think it’s just working on some few things.
31 00:04:59.230 ⇒ 00:05:00.240 Mustafa Raja: Oh, yeah.
32 00:05:00.240 ⇒ 00:05:11.079 Rico Rejoso: Yeah, by the way, I indicated the link signal definition clay, on the documentation spreadsheet on all combos, so it’s like a checklist on each combo.
33 00:05:11.210 ⇒ 00:05:13.849 Rico Rejoso: And I’ll mark this other one done, okay?
34 00:05:14.930 ⇒ 00:05:15.690 Mustafa Raja: Okay, okay.
35 00:06:04.290 ⇒ 00:06:05.999 Mustafa Raja: So, how’s your day going?
36 00:06:06.860 ⇒ 00:06:09.389 Mustafa Raja: I guess it’s us we can talk about.
37 00:06:09.490 ⇒ 00:06:10.410 Mustafa Raja: Something?
38 00:06:11.560 ⇒ 00:06:17.049 Rico Rejoso: Yeah, just fixing some contracts on the operations side.
39 00:06:17.050 ⇒ 00:06:19.490 Mustafa Raja: Yeah, the interlude one.
40 00:06:20.340 ⇒ 00:06:23.659 Rico Rejoso: Yeah, interviewed D4 insomnia.
41 00:06:24.270 ⇒ 00:06:28.010 Mustafa Raja: Oh yeah, Insomnia got, what’s it called?
42 00:06:28.650 ⇒ 00:06:30.719 Rico Rejoso: We got it, we renew the contract.
43 00:06:30.720 ⇒ 00:06:35.109 Mustafa Raja: Yeah, yeah, yeah, Incheonia got renewed. That’s good. Good things happening.
44 00:06:36.850 ⇒ 00:06:38.820 Rico Rejoso: Hopefully we get more contracts.
45 00:06:39.270 ⇒ 00:06:40.350 Mustafa Raja: Hopefully, hopefully.
46 00:06:41.110 ⇒ 00:06:43.579 Rico Rejoso: Got to the start of the month already.
47 00:06:44.400 ⇒ 00:06:45.120 Mustafa Raja: Yeah.
48 00:06:45.350 ⇒ 00:06:47.379 Rico Rejoso: Three more, as we need to, you know.
49 00:06:49.010 ⇒ 00:06:51.409 Rico Rejoso: We’ll be on more than the new team members.
50 00:06:51.530 ⇒ 00:06:52.509 Rico Rejoso: The same time.
51 00:06:53.160 ⇒ 00:06:53.930 Mustafa Raja: Yeah.
52 00:06:55.710 ⇒ 00:06:57.190 Rico Rejoso: How about you?
53 00:06:57.190 ⇒ 00:07:11.569 Mustafa Raja: Yeah, doing good. I’ve been working on default for most of, most of the day. After this, I’m going to work a little on ABC, and need to connect with Sam on some interlude work.
54 00:07:11.990 ⇒ 00:07:13.789 Rico Rejoso: Oh, yeah.
55 00:07:15.770 ⇒ 00:07:16.549 Rico Rejoso: Yeah, yeah.
56 00:07:16.840 ⇒ 00:07:19.269 Rico Rejoso: We’re working on a fake jam.
57 00:07:19.630 ⇒ 00:07:19.980 Rico Rejoso: Oh…
58 00:07:19.980 ⇒ 00:07:31.370 Mustafa Raja: Yeah, we’re working on a fixed jam thing. It’s about what interlude people were doing before us, and what our automations do for them.
59 00:07:31.890 ⇒ 00:07:32.680 Rico Rejoso: Okay.
60 00:07:34.090 ⇒ 00:07:34.590 Mustafa Raja: Yeah.
61 00:07:35.030 ⇒ 00:07:35.969 Rico Rejoso: You’re sit down.
62 00:07:40.080 ⇒ 00:07:41.570 Uttam Kumaran: I got you.
63 00:07:41.570 ⇒ 00:07:42.419 Mustafa Raja: Hey, how are you?
64 00:07:42.770 ⇒ 00:07:44.615 Uttam Kumaran: Good.
65 00:07:57.730 ⇒ 00:08:13.059 Uttam Kumaran: Okay, cool, I mean, Masaf, I’d love to just look at the progress for the Circle Back campaigns, and then also see if we can get them, sort of, like, if we can start to create a report based on the values of the properties.
66 00:08:13.420 ⇒ 00:08:16.580 Uttam Kumaran: Fantastic.
67 00:08:16.580 ⇒ 00:08:18.450 Mustafa Raja: Yeah, so…
68 00:08:18.610 ⇒ 00:08:26.080 Mustafa Raja: So for the Circle Back Report, a lot of these are, are in the database.
69 00:08:26.330 ⇒ 00:08:33.930 Mustafa Raja: So, let me show you which… so these are the signals, that these combos are covering.
70 00:08:35.470 ⇒ 00:08:53.580 Mustafa Raja: And so these are updated in the, what’s it called? In the Salesforce. For all of these accounts that were in, the report, and also, the inbound leads that, Ryan sent us. Let me show you where he sent us.
71 00:08:55.540 ⇒ 00:08:57.920 Mustafa Raja: Over here, these three, inbound leads.
72 00:08:58.540 ⇒ 00:09:00.000 Mustafa Raja: These are all covered.
73 00:09:00.440 ⇒ 00:09:03.250 Mustafa Raja: We have… Yeah, yeah, go on.
74 00:09:03.250 ⇒ 00:09:12.039 Uttam Kumaran: Can we create a report in Salesforce just filtering for, like, one of those signals, for example?
75 00:09:12.040 ⇒ 00:09:18.240 Mustafa Raja: Let’s see, new report… I don’t have a…
76 00:09:18.240 ⇒ 00:09:18.789 Uttam Kumaran: what we were.
77 00:09:18.790 ⇒ 00:09:19.860 Mustafa Raja: Let’s go through together.
78 00:09:19.860 ⇒ 00:09:22.479 Uttam Kumaran: Yeah, try it. What we wanna do is we wanna…
79 00:09:22.610 ⇒ 00:09:26.429 Uttam Kumaran: We want to create a report on all the accounts that match our filter.
80 00:09:26.560 ⇒ 00:09:31.639 Uttam Kumaran: Great. So not only the fact that they are enriched, but the enrichment’s not showing expectations.
81 00:09:32.480 ⇒ 00:09:36.910 Uttam Kumaran: So try it out, just click, click, start report.
82 00:09:39.520 ⇒ 00:09:40.005 Mustafa Raja: Mmm…
83 00:09:43.950 ⇒ 00:09:44.740 Mustafa Raja: Okay…
84 00:10:03.060 ⇒ 00:10:15.330 Mustafa Raja: And then I guess we’ll have to add these… form… Concern… Bro I cannot add more.
85 00:10:19.070 ⇒ 00:10:21.080 Mustafa Raja: I’m gonna move from here.
86 00:10:21.800 ⇒ 00:10:27.350 Mustafa Raja: Oh, website… Oh, thank you.
87 00:10:29.320 ⇒ 00:10:35.110 Mustafa Raja: Then… between… Lady.
88 00:10:37.040 ⇒ 00:10:38.190 Mustafa Raja: details.
89 00:10:45.280 ⇒ 00:10:46.620 Mustafa Raja: Through a plan.
90 00:10:49.550 ⇒ 00:10:55.689 Mustafa Raja: And here we want to show all of the signals that we worked on, right?
91 00:10:57.630 ⇒ 00:11:09.140 Uttam Kumaran: I want to… yeah, so let’s start by just showing it, and then next… the goal is to filter to just, like, the filter. So if you go to the signal combo sheet.
92 00:11:10.170 ⇒ 00:11:12.930 Mustafa Raja: Can you say it again?
93 00:11:12.930 ⇒ 00:11:14.020 Uttam Kumaran: Google Sheets.
94 00:11:14.430 ⇒ 00:11:17.949 Uttam Kumaran: Go to the signal combination Google Sheet.
95 00:11:17.950 ⇒ 00:11:21.030 Mustafa Raja: Oh, moment.
96 00:11:22.400 ⇒ 00:11:23.880 Mustafa Raja: Not doing this one.
97 00:11:47.590 ⇒ 00:11:48.780 Uttam Kumaran: Yep.
98 00:11:51.210 ⇒ 00:12:07.009 Uttam Kumaran: Let’s take the first one, for example. We want to not only use those signals, but we also want to have filters, right? So, they are actively hiring, there is a category overlap, and they have a high tool count, right? So, these are, like.
99 00:12:07.010 ⇒ 00:12:12.169 Uttam Kumaran: These are filters in Salesforce that filter on the signal values. You see what I mean?
100 00:12:12.170 ⇒ 00:12:19.729 Mustafa Raja: Okay. Okay, yeah. So, so what we want is, a report based on the combo only, right?
101 00:12:20.180 ⇒ 00:12:22.090 Mustafa Raja: For true values of the combo.
102 00:12:25.270 ⇒ 00:12:26.120 Uttam Kumaran: Yes.
103 00:12:26.120 ⇒ 00:12:27.250 Mustafa Raja: Okay.
104 00:12:29.480 ⇒ 00:12:34.490 Mustafa Raja: Firstly, let’s just pull our signals.
105 00:12:35.080 ⇒ 00:12:36.240 Uttam Kumaran: won’t.
106 00:12:54.340 ⇒ 00:12:56.309 Mustafa Raja: I do custom form.
107 00:13:08.670 ⇒ 00:13:09.960 Mustafa Raja: What to be doing over now?
108 00:13:15.300 ⇒ 00:13:16.770 Mustafa Raja: registration being…
109 00:13:51.440 ⇒ 00:13:52.160 Mustafa Raja: Hmm.
110 00:13:58.860 ⇒ 00:13:59.910 Mustafa Raja: All accounts.
111 00:14:11.600 ⇒ 00:14:15.150 Uttam Kumaran: So, what were the filters that you put on right now?
112 00:14:17.240 ⇒ 00:14:22.380 Mustafa Raja: These are the filters.
113 00:14:22.900 ⇒ 00:14:24.510 Uttam Kumaran: Yeah, that’s the one.
114 00:14:25.780 ⇒ 00:14:28.569 Uttam Kumaran: But any, any day.
115 00:14:28.570 ⇒ 00:14:29.330 Mustafa Raja: Where’s that?
116 00:14:29.870 ⇒ 00:14:31.210 Uttam Kumaran: Go to range.
117 00:14:31.600 ⇒ 00:14:33.340 Mustafa Raja: Yeah.
118 00:14:33.340 ⇒ 00:14:35.490 Uttam Kumaran: Range, range, range, anytime.
119 00:14:35.490 ⇒ 00:14:35.830 Mustafa Raja: time.
120 00:14:35.830 ⇒ 00:14:37.240 Uttam Kumaran: All time.
121 00:14:40.580 ⇒ 00:14:42.180 Mustafa Raja: Oh, yeah. Oh, no.
122 00:14:42.180 ⇒ 00:14:45.499 Uttam Kumaran: How many do we have?
123 00:14:46.300 ⇒ 00:14:46.960 Mustafa Raja: Yeah.
124 00:14:46.960 ⇒ 00:14:47.660 Uttam Kumaran: Nice.
125 00:14:47.660 ⇒ 00:14:49.870 Mustafa Raja: A lot in different ways.
126 00:14:49.870 ⇒ 00:14:52.290 Uttam Kumaran: Well, how many, like, how many rows we have?
127 00:14:52.290 ⇒ 00:14:57.160 Mustafa Raja: 300… Hmm, wait, 500…
128 00:14:57.990 ⇒ 00:15:10.820 Uttam Kumaran: Cool, so now, let’s… let’s… ideally, what we want to do is we want to create a report that filters all of the enriched leads for the ones that match our first signal criteria, right?
129 00:15:10.820 ⇒ 00:15:11.160 Mustafa Raja: Okay.
130 00:15:12.500 ⇒ 00:15:18.269 Mustafa Raja: Okay, so what we want is, we want to listen for… we want a report that listens to only these signals, right?
131 00:15:21.150 ⇒ 00:15:26.299 Mustafa Raja: Category overlaps. Do we want to save this, and start a new one?
132 00:15:31.470 ⇒ 00:15:41.959 Uttam Kumaran: No, let’s create one that’s called… all in… like, let’s call… let’s create one that’s called enriched… Enriched Accounts.
133 00:15:43.310 ⇒ 00:15:46.600 Uttam Kumaran: And then, let’s make a… we can make one on top of this.
134 00:15:48.020 ⇒ 00:15:50.040 Mustafa Raja: Same.
135 00:15:50.850 ⇒ 00:15:56.510 Mustafa Raja: Enriched accounts, right? Enraged… Enrich account.
136 00:15:57.020 ⇒ 00:15:58.040 Mustafa Raja: Accounts.
137 00:15:58.270 ⇒ 00:16:02.810 Mustafa Raja: And do we want to say Brain Forge over here, so they are not confused?
138 00:16:07.280 ⇒ 00:16:10.450 Uttam Kumaran: Sure, put spray forward here.
139 00:16:12.870 ⇒ 00:16:15.650 Mustafa Raja: Do you want to keep it private or public?
140 00:16:18.980 ⇒ 00:16:22.540 Uttam Kumaran: Bye-bye.
141 00:16:34.920 ⇒ 00:16:36.000 Uttam Kumaran: Okay.
142 00:16:36.160 ⇒ 00:16:37.869 Mustafa Raja: A new report now…
143 00:16:48.240 ⇒ 00:16:52.700 Mustafa Raja: I do the orchestration platform on source.
144 00:16:53.310 ⇒ 00:16:54.120 Mustafa Raja: Goodbye.
145 00:16:56.720 ⇒ 00:16:57.470 Uttam Kumaran: Bro.
146 00:16:58.780 ⇒ 00:16:59.980 Mustafa Raja: Unbelievable.
147 00:17:16.510 ⇒ 00:17:17.210 Uttam Kumaran: Correct.
148 00:17:36.370 ⇒ 00:17:38.370 Mustafa Raja: Oh, okay, I’m scrolling.
149 00:17:39.790 ⇒ 00:17:41.010 Mustafa Raja: General School.
150 00:17:47.550 ⇒ 00:17:48.280 Uttam Kumaran: Look at them.
151 00:17:56.620 ⇒ 00:17:57.650 Mustafa Raja: How do I…
152 00:18:08.030 ⇒ 00:18:09.200 Mustafa Raja: Should we ship that?
153 00:18:20.370 ⇒ 00:18:23.609 Mustafa Raja: Control is open, and processing, so forth.
154 00:18:25.360 ⇒ 00:18:30.490 Mustafa Raja: Faults resop thing… Oh, shit.
155 00:18:32.140 ⇒ 00:18:32.720 Mustafa Raja: California.
156 00:18:34.210 ⇒ 00:18:34.760 Mustafa Raja: Yeah.
157 00:18:35.240 ⇒ 00:18:37.819 Mustafa Raja: That’s.
158 00:18:55.260 ⇒ 00:18:56.819 Uttam Kumaran: I don’t wait to…
159 00:19:06.100 ⇒ 00:19:07.500 Mustafa Raja: This is what we got.
160 00:19:09.630 ⇒ 00:19:12.759 Uttam Kumaran: Nice, okay, what are the filters?
161 00:19:12.760 ⇒ 00:19:16.290 Mustafa Raja: The filters are… let me show…
162 00:19:16.860 ⇒ 00:19:27.069 Mustafa Raja: Okay, so the filters are the enrichment must be true, on all accounts, and then all time. And then category over lab score should be greater than zero.
163 00:19:27.370 ⇒ 00:19:31.739 Mustafa Raja: And the rest of the signals must be true.
164 00:19:32.110 ⇒ 00:19:35.010 Mustafa Raja: So, these four signals must also be true.
165 00:19:36.250 ⇒ 00:19:42.189 Uttam Kumaran: Can you, okay, can you save this as a… just save this report as, like, signal…
166 00:19:42.330 ⇒ 00:19:44.849 Uttam Kumaran: Brainforge, Signal One, whatever the title is.
167 00:19:45.230 ⇒ 00:19:46.139 Uttam Kumaran: submitted a link.
168 00:19:46.360 ⇒ 00:19:51.540 Mustafa Raja: Yeah, can we do it as combo? Because I believe this is a combo, right?
169 00:19:53.240 ⇒ 00:19:58.230 Uttam Kumaran: Yeah, whatever the title is.
170 00:19:58.230 ⇒ 00:19:59.139 Mustafa Raja: Okay, okay.
171 00:20:00.570 ⇒ 00:20:03.110 Mustafa Raja: And we’d want it as public, right?
172 00:20:06.010 ⇒ 00:20:06.780 Uttam Kumaran: Sorry?
173 00:20:07.510 ⇒ 00:20:09.630 Mustafa Raja: You want it in public folder, right?
174 00:20:10.070 ⇒ 00:20:11.570 Uttam Kumaran: Yes.
175 00:20:14.590 ⇒ 00:20:19.530 Mustafa Raja: so we have, we have, number of characters, limit.
176 00:20:19.710 ⇒ 00:20:21.840 Mustafa Raja: Cannot do the full thing.
177 00:20:21.950 ⇒ 00:20:24.179 Mustafa Raja: Full name for the report.
178 00:20:26.030 ⇒ 00:20:28.249 Uttam Kumaran: That’s fine. Dude, I don’t care.
179 00:20:28.250 ⇒ 00:20:28.790 Mustafa Raja: Okay.
180 00:20:28.790 ⇒ 00:20:29.490 Uttam Kumaran: Whatever.
181 00:20:29.490 ⇒ 00:20:30.130 Mustafa Raja: Whatever one.
182 00:20:30.670 ⇒ 00:20:32.020 Mustafa Raja: Okay.
183 00:20:32.600 ⇒ 00:20:37.580 Uttam Kumaran: Okay, can you send me this link? I want to check on a couple things. I can share my screen.
184 00:20:37.950 ⇒ 00:20:39.950 Uttam Kumaran: Explorer party here.
185 00:20:51.290 ⇒ 00:20:51.800 Mustafa Raja: Second day.
186 00:20:51.800 ⇒ 00:20:52.520 Uttam Kumaran: Okay.
187 00:20:52.900 ⇒ 00:20:53.530 Mustafa Raja: Sorry.
188 00:21:00.390 ⇒ 00:21:05.010 Uttam Kumaran: In my computer,
189 00:21:10.140 ⇒ 00:21:11.300 Uttam Kumaran: This is what America.
190 00:21:11.300 ⇒ 00:21:14.160 Mustafa Raja: I’ve shared it with you.
191 00:21:22.280 ⇒ 00:21:24.850 Uttam Kumaran: on Zoom.
192 00:21:25.010 ⇒ 00:21:28.279 Mustafa Raja: No, no, no, on Slack. Do you want me to do Zoom chat?
193 00:21:29.330 ⇒ 00:21:30.800 Uttam Kumaran: That’s fine.
194 00:21:32.560 ⇒ 00:21:33.250 Uttam Kumaran: Yes.
195 00:22:26.370 ⇒ 00:22:28.860 Uttam Kumaran: I’m just getting the,
196 00:23:29.030 ⇒ 00:23:33.450 Uttam Kumaran: Sorry, I’m just adding two-factor, one second.
197 00:23:34.030 ⇒ 00:23:34.540 Mustafa Raja: Fuck it.
198 00:23:49.080 ⇒ 00:23:49.475 Uttam Kumaran: Stop.
199 00:23:49.990 ⇒ 00:23:56.260 Uttam Kumaran: Okay…
200 00:24:11.040 ⇒ 00:24:12.120 Uttam Kumaran: It’s not worth it.
201 00:25:16.590 ⇒ 00:25:18.530 Uttam Kumaran: It’s not beginning.
202 00:25:19.480 ⇒ 00:25:25.660 Uttam Kumaran: So, kind of what I want to do… I’m happy to be honest.
203 00:25:27.270 ⇒ 00:25:40.110 Uttam Kumaran: Because I want to just check this, seeing 3 accounts seems kind of low, but let’s just see. So, enrichment ready, category overlaps for…
204 00:25:57.810 ⇒ 00:26:00.399 Mustafa Raja: Refresh, you need to refresh.
205 00:26:03.420 ⇒ 00:26:08.470 Uttam Kumaran: What? What did I do? Oh, there’s a refreshing room? Yeah, yeah.
206 00:26:11.820 ⇒ 00:26:13.699 Mustafa Raja: Yeah, it added, I guess.
207 00:26:27.110 ⇒ 00:26:27.465 Uttam Kumaran: Bye.
208 00:26:38.420 ⇒ 00:26:44.030 Uttam Kumaran: So this isn’t an AND. Like, this is an AND, it’s not an OR. Yeah.
209 00:26:46.910 ⇒ 00:26:52.259 Mustafa Raja: Yeah, maybe if you want both values, I guess, if we remove this filter…
210 00:26:52.540 ⇒ 00:26:54.920 Uttam Kumaran: Yeah, just on the line.
211 00:26:55.950 ⇒ 00:26:57.550 Mustafa Raja: Yeah. Refresh.
212 00:27:00.340 ⇒ 00:27:01.040 Uttam Kumaran: Shit.
213 00:27:20.750 ⇒ 00:27:24.310 Uttam Kumaran: I guess what? We can also do is rename some of the properties, maybe?
214 00:27:24.690 ⇒ 00:27:25.280 Uttam Kumaran: That’s wrong.
215 00:27:25.280 ⇒ 00:27:25.870 Mustafa Raja: Yeah.
216 00:27:27.500 ⇒ 00:27:31.539 Uttam Kumaran: To, like, have it be, like, enrichment, that way it’s easy to click.
217 00:27:31.540 ⇒ 00:27:32.420 Mustafa Raja: Oh, yeah.
218 00:27:32.700 ⇒ 00:27:34.130 Mustafa Raja: That’ll help a lot.
219 00:27:41.810 ⇒ 00:27:45.770 Uttam Kumaran: Oh, shit.
220 00:27:57.920 ⇒ 00:28:00.179 Uttam Kumaran: What other ones are we missing?
221 00:28:00.920 ⇒ 00:28:02.150 Mustafa Raja: Oh, remissing.
222 00:28:03.240 ⇒ 00:28:04.480 Mustafa Raja: A lot.
223 00:28:05.410 ⇒ 00:28:10.610 Mustafa Raja: So it will be, high tool count, custom form.
224 00:28:11.800 ⇒ 00:28:13.190 Uttam Kumaran: A high turn count.
225 00:28:14.760 ⇒ 00:28:17.790 Uttam Kumaran: That’s… okay, tools is fine.
226 00:28:19.270 ⇒ 00:28:23.830 Uttam Kumaran: I guess, it’s already there. The form. Yeah.
227 00:28:24.000 ⇒ 00:28:27.010 Mustafa Raja: dual conversion path, I guess, wasn’t a…
228 00:28:28.430 ⇒ 00:28:32.830 Mustafa Raja: And then if we do…
229 00:28:32.830 ⇒ 00:28:36.610 Uttam Kumaran: Like, I wanna… I wanna get all the ones that are, like, sprays.
230 00:28:37.460 ⇒ 00:28:39.140 Mustafa Raja: That have values, right?
231 00:28:39.690 ⇒ 00:28:43.139 Uttam Kumaran: Yeah, array of value, like, array of string values. Okay, okay.
232 00:28:43.140 ⇒ 00:28:46.199 Mustafa Raja: So, sales team geospread.
233 00:28:47.050 ⇒ 00:28:53.490 Mustafa Raja: Sales team, yeah. Orchestration.
234 00:28:56.820 ⇒ 00:28:57.799 Uttam Kumaran: Already, I need.
235 00:28:58.780 ⇒ 00:29:00.269 Uttam Kumaran: Oh, yeah, yeah, yeah.
236 00:29:00.490 ⇒ 00:29:01.529 Mustafa Raja: Schedule a present.
237 00:29:07.900 ⇒ 00:29:09.900 Mustafa Raja: And then, custom form.
238 00:29:12.110 ⇒ 00:29:18.440 Mustafa Raja: Custom… Oh, maybe it’s added, then, if it’s… 100%, yeah.
239 00:29:19.020 ⇒ 00:29:22.620 Uttam Kumaran: These are the only ones that are.
240 00:29:24.810 ⇒ 00:29:26.129 Mustafa Raja: Yeah, the first 5…
241 00:29:26.130 ⇒ 00:29:27.260 Uttam Kumaran: strings.
242 00:29:27.260 ⇒ 00:29:32.899 Mustafa Raja: Combos… these are the first 5 combos, disagrees for them.
243 00:29:36.050 ⇒ 00:29:38.440 Mustafa Raja: Multiple booking flows, do we have that?
244 00:29:42.280 ⇒ 00:29:43.550 Mustafa Raja: Multiple booking closures.
245 00:29:43.640 ⇒ 00:29:44.330 Uttam Kumaran: Yeah.
246 00:29:44.330 ⇒ 00:29:45.219 Mustafa Raja: This one, also.
247 00:29:52.580 ⇒ 00:29:53.250 Uttam Kumaran: That’s cool.
248 00:29:55.510 ⇒ 00:29:57.389 Uttam Kumaran: I’m excited to make this one.
249 00:29:58.890 ⇒ 00:30:02.040 Mustafa Raja: Yeah, but the filter is only on the first combo.
250 00:30:05.880 ⇒ 00:30:16.249 Uttam Kumaran: Okay, this is a good list. So, I don’t know how well that jobs is gonna work.
251 00:30:16.820 ⇒ 00:30:21.230 Uttam Kumaran: Because the only ones with op roles, there’s only probably a couple of ops roles.
252 00:30:21.230 ⇒ 00:30:21.889 Mustafa Raja: Yeah, yeah.
253 00:30:23.430 ⇒ 00:30:30.519 Uttam Kumaran: So, maybe we… Yeah, we may have to work on that a bit, but this is pretty good.
254 00:30:33.340 ⇒ 00:30:35.620 Uttam Kumaran: Right?
255 00:30:35.620 ⇒ 00:30:36.220 Mustafa Raja: Yeah.
256 00:30:36.220 ⇒ 00:30:37.050 Uttam Kumaran: Oh my gosh.
257 00:30:39.740 ⇒ 00:30:55.680 Mustafa Raja: So, for about 20 accounts, the browser-based server is throwing error. So those… about 20 to 25 accounts aren’t updated in terms of the form and schedule a stack.
258 00:30:55.860 ⇒ 00:31:00.180 Mustafa Raja: I’m going to look into the error, after the meeting.
259 00:31:00.680 ⇒ 00:31:07.210 Uttam Kumaran: Okay, so I’m gonna save… Save us.
260 00:31:07.570 ⇒ 00:31:12.330 Uttam Kumaran: I’m just gonna do dual flag annotation.
261 00:31:17.350 ⇒ 00:31:18.270 Uttam Kumaran: Excellent.
262 00:31:19.180 ⇒ 00:31:25.729 Uttam Kumaran: So one thing I want to look at right now is I just want to look at,
263 00:31:34.560 ⇒ 00:31:38.409 Uttam Kumaran: Let’s just look at all accounts with ops roles open.
264 00:31:39.290 ⇒ 00:31:40.779 Uttam Kumaran: It was just these.
265 00:31:40.900 ⇒ 00:31:44.849 Uttam Kumaran: just these 33, right? So this is going to be the most impactful.
266 00:31:45.100 ⇒ 00:31:45.710 Mustafa Raja: Yeah.
267 00:31:45.710 ⇒ 00:31:52.309 Uttam Kumaran: So, this is where, like, we should talk to them about, like, hey, look, there’s only 33 with ops roles open. Do we have the sales rules also?
268 00:31:53.680 ⇒ 00:31:54.760 Mustafa Raja: Oh…
269 00:31:55.270 ⇒ 00:31:56.560 Uttam Kumaran: This isn’t mine, right?
270 00:31:56.560 ⇒ 00:32:01.080 Mustafa Raja: Yeah, this isn’t our… I don’t think that we have a Serial Jules one.
271 00:32:03.040 ⇒ 00:32:05.420 Uttam Kumaran: We have Process Improvement 1.
272 00:32:05.420 ⇒ 00:32:06.300 Mustafa Raja: Hi, this.
273 00:32:08.630 ⇒ 00:32:10.569 Mustafa Raja: Process improvement hiring.
274 00:32:12.060 ⇒ 00:32:13.250 Uttam Kumaran: Oh, really?
275 00:32:13.250 ⇒ 00:32:13.750 Mustafa Raja: Hmm.
276 00:32:15.170 ⇒ 00:32:16.220 Uttam Kumaran: That’s ours?
277 00:32:16.460 ⇒ 00:32:17.920 Mustafa Raja: Yeah, this one’s ours.
278 00:32:24.230 ⇒ 00:32:31.900 Uttam Kumaran: You know what we should do? We should have the link for the role positive.
279 00:32:38.970 ⇒ 00:32:44.859 Uttam Kumaran: Okay, so all of these have process improvement items, right? So, let’s take a look at one of these, like…
280 00:32:47.570 ⇒ 00:32:50.410 Uttam Kumaran: Absolutely not on the local website.
281 00:32:50.730 ⇒ 00:32:53.519 Mustafa Raja: Maybe in the below one?
282 00:32:53.520 ⇒ 00:32:54.139 Uttam Kumaran: Oh, shit.
283 00:32:54.140 ⇒ 00:32:54.980 Mustafa Raja: different groups.
284 00:33:48.050 ⇒ 00:33:50.780 Uttam Kumaran: I guess they don’t have the jobs.
285 00:33:52.310 ⇒ 00:33:53.900 Uttam Kumaran: I think it’s on their LinkedIn.
286 00:33:53.900 ⇒ 00:33:54.570 Mustafa Raja: Mmm…
287 00:33:54.910 ⇒ 00:33:55.520 Uttam Kumaran: Yeah.
288 00:33:55.520 ⇒ 00:34:04.039 Mustafa Raja: Could be, could be. So they gave us Apollo and some other platforms. Do we want to move… move our jobs thing there, then?
289 00:34:05.160 ⇒ 00:34:07.969 Uttam Kumaran: What do you mean?
290 00:34:08.300 ⇒ 00:34:10.189 Mustafa Raja: Job search thing.
291 00:34:11.310 ⇒ 00:34:13.920 Mustafa Raja: If ours isn’t really good, I don’t know.
292 00:34:19.780 ⇒ 00:34:21.600 Uttam Kumaran: So these…
293 00:34:30.489 ⇒ 00:34:34.149 Uttam Kumaran: So what does process look for? What is that? What does it mean?
294 00:34:34.150 ⇒ 00:34:34.940 Mustafa Raja: Only second.
295 00:34:34.940 ⇒ 00:34:36.329 Uttam Kumaran: criteria for that.
296 00:34:36.699 ⇒ 00:34:39.239 Mustafa Raja: Let me see… I worked on it a lot.
297 00:34:40.540 ⇒ 00:34:41.380 Mustafa Raja: Way back.
298 00:34:42.370 ⇒ 00:34:48.480 Mustafa Raja: Process improvement… so it’s for RevOps, SalesOps, enablement, MOPS.
299 00:34:49.530 ⇒ 00:34:51.890 Mustafa Raja: Those sort of firing signals.
300 00:34:53.170 ⇒ 00:34:55.659 Uttam Kumaran: These guys are probably good to go.
301 00:35:11.350 ⇒ 00:35:12.080 Uttam Kumaran: Wow.
302 00:35:12.420 ⇒ 00:35:23.479 Uttam Kumaran: Okay, let’s try this one. So, multiple booking flows, right? So, this has Coro.
303 00:35:24.400 ⇒ 00:35:28.550 Uttam Kumaran: Yeah. So, let’s walk through this one.
304 00:35:35.140 ⇒ 00:35:39.970 Uttam Kumaran: So, what does multiple booking flows look like this?
305 00:35:42.580 ⇒ 00:35:49.260 Uttam Kumaran: So, for multiple booking flows, it says that there are multiple flows to book a meeting with the team.
306 00:35:53.810 ⇒ 00:35:56.890 Uttam Kumaran: So this is one.
307 00:35:57.020 ⇒ 00:36:01.580 Uttam Kumaran: Oh, there are, because if there’s Get Support, get more chat…
308 00:36:01.580 ⇒ 00:36:02.010 Mustafa Raja: Yeah.
309 00:36:07.550 ⇒ 00:36:09.390 Uttam Kumaran: Okay.
310 00:36:09.910 ⇒ 00:36:14.880 Uttam Kumaran: Let’s go…
311 00:36:14.880 ⇒ 00:36:15.490 Mustafa Raja: Yeah, both.
312 00:36:15.490 ⇒ 00:36:15.910 Uttam Kumaran: And…
313 00:36:15.910 ⇒ 00:36:21.550 Mustafa Raja: For very few, this is true for very few of these websites.
314 00:36:22.940 ⇒ 00:36:23.960 Uttam Kumaran: Oh, really?
315 00:36:24.340 ⇒ 00:36:25.080 Mustafa Raja: Yeah.
316 00:36:27.710 ⇒ 00:36:30.579 Uttam Kumaran: Browser is amazing.
317 00:37:06.770 ⇒ 00:37:20.539 Uttam Kumaran: Okay, my whole browser’s done. But, alright, so in terms of next steps, I’m gonna send, I’ll send Ryan, like, a bit of an update on where you can access these in Salesforce.
318 00:37:20.810 ⇒ 00:37:32.149 Uttam Kumaran: I think Mustafa… it would be great to prioritize signals that are, like, that are more, like, descriptive, where they have lists, or,
319 00:37:32.540 ⇒ 00:37:45.640 Uttam Kumaran: like, they have, it’s like a list of strings, for example. I think they’re gonna probably want to change, like, what the combos are, but again, we can make the combos or just filters. Yeah, yeah, yeah. Change to whatever we want.
320 00:37:45.830 ⇒ 00:37:52.550 Uttam Kumaran: Yeah, I do wanna… Figure out how we get the jobs for sales, better.
321 00:37:52.550 ⇒ 00:37:53.740 Mustafa Raja: Yeah.
322 00:37:55.570 ⇒ 00:38:00.000 Uttam Kumaran: And then, is there any way for me to get the actual URL for the job?
323 00:38:00.380 ⇒ 00:38:02.380 Uttam Kumaran: The posting?
324 00:38:04.470 ⇒ 00:38:06.379 Mustafa Raja: I think we do get the URL.
325 00:38:07.460 ⇒ 00:38:11.360 Uttam Kumaran: Because right now, the property is just a checkbox.
326 00:38:14.840 ⇒ 00:38:20.259 Mustafa Raja: Let me see if we are getting the… did you… Yeah, we are getting the job view in.
327 00:38:21.600 ⇒ 00:38:26.020 Uttam Kumaran: Okay, then I’d rather just create another property that is…
328 00:38:26.650 ⇒ 00:38:34.109 Uttam Kumaran: job URL, and it’s an array, like ops, jobs, sales jobs, it’s a comma separating those.
329 00:38:34.110 ⇒ 00:38:34.560 Mustafa Raja: Okay.
330 00:38:36.170 ⇒ 00:38:51.490 Uttam Kumaran: Okay, but I’m gonna send a note saying that this is all now available in Salesforce, let’s catch up, we can create some reports and walk through some examples, but yeah, I feel really happy with where we’re at now. Okay, I want to get them using Salesforce first.
331 00:38:51.490 ⇒ 00:38:59.249 Mustafa Raja: Yes. One thing, so Ryan asked, in the channel, let me… let me pull that up.
332 00:39:02.840 ⇒ 00:39:03.470 Mustafa Raja: Hmm…
333 00:39:05.250 ⇒ 00:39:23.999 Mustafa Raja: Yeah, so he asked if the checkbox is working now, and he said he’ll test in a bit, but even if the checkbox is checked, it doesn’t work for, like, 24 hours, because we’re refreshing the source once 24 hours.
334 00:39:24.800 ⇒ 00:39:27.699 Uttam Kumaran: One re… wait, what’s 24 hours?
335 00:39:27.700 ⇒ 00:39:30.220 Mustafa Raja: Can I share my screen?
336 00:39:30.500 ⇒ 00:39:31.760 Uttam Kumaran: Sure.
337 00:39:35.500 ⇒ 00:39:42.010 Mustafa Raja: So Ryan here said that, the checkbox worked now. I guess, he’s talking about…
338 00:39:42.010 ⇒ 00:39:43.650 Uttam Kumaran: Yeah.
339 00:39:47.730 ⇒ 00:39:48.949 Mustafa Raja: Where did it go?
340 00:39:51.920 ⇒ 00:39:56.810 Mustafa Raja: Yeah, I guess he’s talking about this one that triggers the job in Clay, right?
341 00:39:57.000 ⇒ 00:39:57.620 Uttam Kumaran: Yeah.
342 00:39:57.810 ⇒ 00:40:03.860 Mustafa Raja: Yeah, but it only, it only refreshes the, accounts in Clay once a day.
343 00:40:05.030 ⇒ 00:40:06.299 Uttam Kumaran: Why is that?
344 00:40:06.300 ⇒ 00:40:15.590 Mustafa Raja: It’s the… it’s the frequency that… most frequent time, the clay, let’s just do it.
345 00:40:16.200 ⇒ 00:40:18.220 Mustafa Raja: Let me show you.
346 00:40:20.200 ⇒ 00:40:26.379 Mustafa Raja: run this source every one day, and we cannot go below a day.
347 00:40:29.460 ⇒ 00:40:33.089 Uttam Kumaran: Can you trigger this? Can you trigger it manually, or no?
348 00:40:33.090 ⇒ 00:40:38.670 Mustafa Raja: We can trigger this manually, but we have this every single… every signal.
349 00:40:40.700 ⇒ 00:40:43.200 Uttam Kumaran: Can you trigger a clay work? Can you trigger…
350 00:40:43.490 ⇒ 00:40:47.499 Uttam Kumaran: Like, being triggered by any other mechanism, or no?
351 00:40:47.500 ⇒ 00:40:49.200 Mustafa Raja: I’ll have to look for that.
352 00:40:50.920 ⇒ 00:40:53.920 Uttam Kumaran: Like, one way to do this is, like…
353 00:40:58.010 ⇒ 00:41:02.220 Uttam Kumaran: Yeah, cause this is gonna be hard for them.
354 00:41:02.220 ⇒ 00:41:02.840 Mustafa Raja: Yeah.
355 00:41:03.300 ⇒ 00:41:05.030 Uttam Kumaran: One way to do this is, like.
356 00:41:05.250 ⇒ 00:41:10.080 Uttam Kumaran: On some type of Salesforce webhook, maybe?
357 00:41:11.920 ⇒ 00:41:17.929 Mustafa Raja: I can look into… I can look into this if we have other options.
358 00:41:19.110 ⇒ 00:41:20.150 Uttam Kumaran: Yeah, we need to…
359 00:41:20.150 ⇒ 00:41:20.850 Mustafa Raja: involved.
360 00:41:20.850 ⇒ 00:41:25.569 Uttam Kumaran: It needs to be, like, within… I mean, ideally, it happens within one hour.
361 00:41:25.980 ⇒ 00:41:32.880 Mustafa Raja: Yeah, so what we can do, maybe add a… add a… a written webhook in between.
362 00:41:35.570 ⇒ 00:41:44.209 Uttam Kumaran: Yeah, but, like, I don’t know, I wouldn’t add another tool, I think there’s a couple ways. One, if you can say, hey, everything gets processed once a day.
363 00:41:44.390 ⇒ 00:41:49.029 Uttam Kumaran: If you want to do it manually, you can come in here and click manual.
364 00:41:49.420 ⇒ 00:41:49.880 Mustafa Raja: Yeah.
365 00:41:50.170 ⇒ 00:41:53.949 Uttam Kumaran: The other thing is,
366 00:41:57.600 ⇒ 00:42:05.879 Uttam Kumaran: I wonder if maybe they can… we can create a little, like, form that they can input a Salesforce ID, and then it runs.
367 00:42:07.290 ⇒ 00:42:12.440 Mustafa Raja: Yeah, for that, I can look into it. If there’s an option, we can do that.
368 00:42:14.880 ⇒ 00:42:16.840 Uttam Kumaran: Yeah, cause that’s a lot easier.
369 00:42:17.710 ⇒ 00:42:18.570 Mustafa Raja: Yeah.
370 00:42:18.930 ⇒ 00:42:20.950 Uttam Kumaran: And then, okay, okay.
371 00:42:20.950 ⇒ 00:42:22.179 Mustafa Raja: Okay, okay, thank you.
372 00:42:22.840 ⇒ 00:42:27.069 Uttam Kumaran: Maybe also submit a, request to Claire asking if they can bump that.
373 00:42:27.700 ⇒ 00:42:32.220 Mustafa Raja: Okay, I’ll, I’ll send them an email or something.
374 00:42:32.980 ⇒ 00:42:35.699 Uttam Kumaran: Yeah, you can just submit it probably in the support there.
375 00:42:35.700 ⇒ 00:42:36.070 Mustafa Raja: Okay.
376 00:42:37.880 ⇒ 00:42:49.720 Uttam Kumaran: Okay, cool. Great. I think that’s probably all I had. So yeah, I’m gonna send a screenshot… I’ll send a screenshot to Ryan, that you can… he can… they can access that directly in Salesforce.
377 00:42:50.070 ⇒ 00:42:56.679 Uttam Kumaran: Yeah, man…
378 00:42:57.670 ⇒ 00:43:10.829 Uttam Kumaran: basically, we can summarize a couple… maybe, Rico, do you want to summarize this meeting? Maybe send me a note in the default channel? In our channel? And we can send some notes to Ryan, based on what we talked about, since we’re gonna do a bunch today.
379 00:43:10.960 ⇒ 00:43:12.919 Rico Rejoso: Yes, definitely, I will.
380 00:43:14.640 ⇒ 00:43:16.020 Rico Rejoso: Alright, guys.
381 00:43:16.020 ⇒ 00:43:16.730 Mustafa Raja: Okay.
382 00:43:16.730 ⇒ 00:43:17.240 Uttam Kumaran: Thank you, bro.
383 00:43:17.240 ⇒ 00:43:18.229 Rico Rejoso: Hold on.
384 00:43:18.910 ⇒ 00:43:20.000 Uttam Kumaran: Yeah, thanks.
385 00:43:20.000 ⇒ 00:43:24.130 Rico Rejoso: You mentioned we will be rescheduling the meeting on Monday, right?
386 00:43:26.370 ⇒ 00:43:28.099 Uttam Kumaran: Yes.
387 00:43:28.760 ⇒ 00:43:30.460 Rico Rejoso: Okay, I think it turned out.
388 00:43:30.460 ⇒ 00:43:34.430 Uttam Kumaran: I think we can just… just… just put it on for Monday, and let’s see what they say.
389 00:43:34.840 ⇒ 00:43:39.300 Rico Rejoso: Okay, I’ll set up a… I’ll set up a calendar for it, okay?
390 00:43:39.410 ⇒ 00:43:40.190 Uttam Kumaran: Okay.
391 00:43:40.290 ⇒ 00:43:41.770 Rico Rejoso: Alright, thank you.
392 00:43:42.050 ⇒ 00:43:42.929 Uttam Kumaran: Okay, thank you.
393 00:43:43.470 ⇒ 00:43:44.309 Rico Rejoso: Alright, have a good one day.
394 00:43:44.310 ⇒ 00:43:44.910 Uttam Kumaran: Bye, guys.
395 00:43:45.130 ⇒ 00:43:45.660 Mustafa Raja: Mike?