Meeting Title: AI-Data Platform Team Planning Date: 2025-09-22 Meeting participants: Samuel Roberts, Casie Aviles, Mustafa Raja, Rico Rejoso


WEBVTT

1 00:00:43.460 00:00:44.580 Rico Rejoso: Hey guys.

2 00:00:45.640 00:00:46.320 Mustafa Raja: Hey.

3 00:00:47.040 00:00:47.730 Casie Aviles: A…

4 00:00:49.780 00:00:51.310 Samuel Roberts: How is everyone? Hey.

5 00:00:52.310 00:00:54.000 Samuel Roberts: Didn’t realize I was still muted.

6 00:00:54.690 00:00:55.440 Rico Rejoso: Good.

7 00:00:57.850 00:00:58.510 Mustafa Raja: Good.

8 00:00:59.280 00:01:00.330 Samuel Roberts: Good, good.

9 00:01:01.060 00:01:02.150 Mustafa Raja: Have a good weekend.

10 00:01:06.260 00:01:06.720 Samuel Roberts: I’m scared.

11 00:01:06.720 00:01:09.139 Casie Aviles: Crazy weekend in the Philippines. Oh, yes.

12 00:01:09.710 00:01:11.110 Mustafa Raja: Similar.

13 00:01:13.440 00:01:14.419 Mustafa Raja: You say it was granted?

14 00:01:14.620 00:01:16.299 Samuel Roberts: Not a crazy one. I didn’t catch it.

15 00:01:17.070 00:01:18.650 Mustafa Raja: Crazy one.

16 00:01:19.030 00:01:19.710 Samuel Roberts: Yang?

17 00:01:20.710 00:01:21.560 Mustafa Raja: Yeah.

18 00:01:22.890 00:01:27.079 Mustafa Raja: I had a… I had a very small surgical procedure.

19 00:01:27.470 00:01:28.700 Samuel Roberts: Oh,

20 00:01:28.700 00:01:29.260 Mustafa Raja: Yeah.

21 00:01:30.180 00:01:31.390 Samuel Roberts: Everything okay now?

22 00:01:32.370 00:01:35.339 Mustafa Raja: Yeah, it was this morning, but it’s good.

23 00:01:36.070 00:01:38.519 Samuel Roberts: Oh, okay. Alright. Great. Good, good.

24 00:01:39.900 00:01:41.120 Casie Aviles: What was it for?

25 00:01:41.860 00:01:46.109 Mustafa Raja: I had an ingrown toenail.

26 00:01:46.300 00:01:47.090 Casie Aviles: Yeah.

27 00:01:49.250 00:01:49.970 Rico Rejoso: Valuable.

28 00:01:52.510 00:01:54.030 Samuel Roberts: I hate toe stuff, so…

29 00:01:54.590 00:01:56.530 Mustafa Raja: Yeah.

30 00:01:59.550 00:02:00.160 Rico Rejoso: Okay?

31 00:02:00.160 00:02:02.969 Mustafa Raja: So, Casey, what was crazy about yours?

32 00:02:03.270 00:02:04.050 Rico Rejoso: Yeah.

33 00:02:04.050 00:02:10.090 Casie Aviles: I mean, not me particularly, but the entire country. Oh, wow.

34 00:02:10.940 00:02:14.149 Casie Aviles: Yeah, we were having mass protests.

35 00:02:14.310 00:02:15.010 Samuel Roberts: Oh…

36 00:02:16.290 00:02:18.970 Casie Aviles: Not sure if you heard about that in the news.

37 00:02:18.970 00:02:25.710 Mustafa Raja: I did hear about the Indonesia ones. I didn’t hear about the Philippines ones.

38 00:02:25.710 00:02:28.010 Samuel Roberts: I see it here now in the news, yeah.

39 00:02:29.070 00:02:30.450 Casie Aviles: Were you asking, Rico?

40 00:02:30.650 00:02:31.819 Casie Aviles: I would’ve, but…

41 00:02:31.820 00:02:32.370 Rico Rejoso: Yes.

42 00:02:32.840 00:02:41.400 Casie Aviles: I would have, but I’m very far from Metro Manila. But some of my friends did. It was, you know, anti-corruption.

43 00:02:41.400 00:02:41.930 Samuel Roberts: Yeah.

44 00:02:41.930 00:02:43.809 Rico Rejoso: Yeah, I was there, I was there.

45 00:02:44.620 00:02:45.949 Casie Aviles: Oh, yeah, you were there?

46 00:02:46.160 00:02:49.580 Rico Rejoso: Yeah, man, everything was… I mean, you know…

47 00:02:50.340 00:02:56.580 Rico Rejoso: the Utes were setting off fires everywhere. I was near… quiet play, event stuff.

48 00:02:56.580 00:02:57.470 Samuel Roberts: Oh, wow.

49 00:02:58.740 00:03:00.100 Casie Aviles: Yeah, it got crazy.

50 00:03:00.950 00:03:01.899 Rico Rejoso: It is, yeah.

51 00:03:02.130 00:03:04.979 Rico Rejoso: my DIL, politics stuff, you know.

52 00:03:05.850 00:03:13.990 Samuel Roberts: Yeah, I honestly have been staying away from the news when I don’t need to check it, because, like, everything going on here in the US is crazy too, so I’m like…

53 00:03:13.990 00:03:15.529 Casie Aviles: Yeah…

54 00:03:15.530 00:03:24.470 Samuel Roberts: I just… I need to know, but I… I don’t want to know all the time. I gotta… I gotta kinda measure my input a little bit from the news.

55 00:03:24.920 00:03:25.700 Rico Rejoso: Definitely.

56 00:03:25.700 00:03:26.440 Casie Aviles: Yeah.

57 00:03:26.440 00:03:26.849 Rico Rejoso: You know.

58 00:03:26.850 00:03:28.050 Samuel Roberts: Good for you, Rico, yeah.

59 00:03:28.050 00:03:29.740 Rico Rejoso: Thank you.

60 00:03:29.740 00:03:33.179 Samuel Roberts: Yeah, exactly, that’s, like, the extent of it, otherwise it’s just stressful.

61 00:03:33.950 00:03:36.589 Rico Rejoso: No, I was just… I was just documenting it.

62 00:03:36.960 00:03:38.080 Samuel Roberts: Okay, still.

63 00:03:38.200 00:03:39.270 Rico Rejoso: Still cool.

64 00:03:40.540 00:03:41.090 Rico Rejoso: Okay?

65 00:03:41.090 00:03:41.850 Samuel Roberts: Alright.

66 00:03:42.740 00:03:49.400 Rico Rejoso: So, I mean, I just want to check in as well on how you… I mean, Sam, you do your, planning every Monday.

67 00:03:49.400 00:03:51.730 Samuel Roberts: Maybe you can do yours, and I can…

68 00:03:51.730 00:03:53.710 Rico Rejoso: Set of the native afterwards.

69 00:03:54.570 00:03:58.290 Samuel Roberts: Cool, cool. Okay, so let’s, let me share Linea real quick.

70 00:04:01.420 00:04:02.560 Samuel Roberts: Alrighty.

71 00:04:05.720 00:04:11.450 Samuel Roberts: Alright, let’s just jump right into ABC.

72 00:04:14.060 00:04:20.219 Casie Aviles: So… Okay, so I’ll talk about the tickets that I have first.

73 00:04:20.690 00:04:25.139 Casie Aviles: So, for this, I’m working on the… the database, so I…

74 00:04:25.270 00:04:38.979 Casie Aviles: I mean, it’s particularly updating it, or, like, being able to do operations on it, like insertion, deletion. I have the… what do you call it? The forms for inserting and deleting, but

75 00:04:39.200 00:04:45.629 Casie Aviles: Yeah, again, we have to establish, like, the approval for that, because especially for deleting, that might…

76 00:04:46.760 00:04:53.599 Casie Aviles: be… I guess, dangerous if we have, you know, if they’re able to…

77 00:04:54.000 00:04:54.410 Samuel Roberts: Yeah.

78 00:04:54.410 00:04:56.050 Casie Aviles: Very destructive, yeah.

79 00:04:57.130 00:04:57.930 Casie Aviles: Mmm.

80 00:04:57.930 00:05:02.079 Samuel Roberts: We did talk about that at the meeting with the client.

81 00:05:03.470 00:05:03.890 Casie Aviles: Yes.

82 00:05:03.890 00:05:11.689 Samuel Roberts: that, I don’t know if you heard the, like, decision from that, but I think they wanted… they weren’t…

83 00:05:12.110 00:05:14.890 Samuel Roberts: Super worried about the human in the loop at first.

84 00:05:17.310 00:05:24.820 Samuel Roberts: But I think it’s just because who’s gonna be using it is not necessarily… but then we were like, what if other people start using it? Like, so I’m trying to remember…

85 00:05:26.570 00:05:32.310 Samuel Roberts: I think we do want to add something now as, like, an approval step, just for, like, testing and stuff. We don’t want people just…

86 00:05:32.530 00:05:33.370 Samuel Roberts: Filling it.

87 00:05:33.370 00:05:34.050 Casie Aviles: Yeah.

88 00:05:34.940 00:05:36.160 Samuel Roberts: also expressed that.

89 00:05:36.270 00:05:37.089 Samuel Roberts: Go ahead.

90 00:05:37.850 00:05:39.480 Casie Aviles: Yeah, I think,

91 00:05:40.200 00:05:51.750 Casie Aviles: we have to also define, like, how we want the approval to happen. I’m not sure how that… how we want that to happen. Is it going to be through linear? Do we… do we create a ticket, or…

92 00:05:51.930 00:05:52.589 Casie Aviles: Is it going.

93 00:05:52.960 00:05:54.350 Casie Aviles: Through email, I’m not sure.

94 00:05:54.350 00:05:56.759 Samuel Roberts: I would… my thought would be…

95 00:05:59.880 00:06:01.370 Samuel Roberts: Email…

96 00:06:02.990 00:06:08.619 Samuel Roberts: Because, like, I don’t know… I am not 100% sure who is gonna be doing the approval, to be honest.

97 00:06:08.650 00:06:12.050 Casie Aviles: Like, I’m not sure who’s gonna be using this.

98 00:06:12.200 00:06:17.160 Casie Aviles: And who’s going to be doing the approval at this point? You know, because right now, it might just be approving their own things if it’s, like.

99 00:06:17.470 00:06:20.070 Samuel Roberts: Yvette.

100 00:06:21.250 00:06:21.850 Samuel Roberts: I forget.

101 00:06:21.850 00:06:24.080 Casie Aviles: going to be mostly Yvette and Janice.

102 00:06:24.210 00:06:26.330 Samuel Roberts: Denise, thank you, yes. I think…

103 00:06:28.240 00:06:33.540 Samuel Roberts: Adding an approval step that’s, like, a simple email would be maybe the best thing for now.

104 00:06:33.720 00:06:39.120 Samuel Roberts: And that should be doable in any den, right?

105 00:06:40.050 00:06:43.119 Casie Aviles: Yeah, we should be able to send, like, emails.

106 00:06:43.430 00:06:45.680 Samuel Roberts: Okay. Yeah, with any den, yeah.

107 00:06:45.910 00:06:49.620 Samuel Roberts: Okay, so yeah, there’s, like, some human-in-loop stuff we can just do there that’s, like…

108 00:06:50.010 00:06:56.719 Samuel Roberts: Someone made this change, it hasn’t been populated yet, click this button to approve it, click this button to deny it.

109 00:06:57.480 00:06:58.180 Casie Aviles: Okay.

110 00:06:58.680 00:07:05.450 Samuel Roberts: It’s my thought there. We did bring up that, like, we could maybe do some more advanced stuff eventually.

111 00:07:05.710 00:07:08.769 Samuel Roberts: Because the N8N forms are kind of limited, I think.

112 00:07:08.770 00:07:11.040 Casie Aviles: Yes, if we want to…

113 00:07:11.260 00:07:16.430 Casie Aviles: Make… do more advanced stuff, then we’ll have to do it custom, like, completely custom.

114 00:07:16.430 00:07:22.239 Samuel Roberts: Yes, and I think… I think if… if they wanna go, like, there’s… Utam’s still gonna,

115 00:07:22.600 00:07:27.499 Samuel Roberts: run the, kind of, custom UI thing by them.

116 00:07:28.970 00:07:29.900 Samuel Roberts: But I think…

117 00:07:30.260 00:07:35.960 Samuel Roberts: I may have him add something like that, because that would be where we probably have this live, you know?

118 00:07:36.730 00:07:40.080 Casie Aviles: Yes, yes, I think that Also be added there.

119 00:07:40.290 00:07:49.269 Samuel Roberts: Yeah, so in which case, we can do a little bit more, like, we could have it populate the names automatically, so when you type a name, it does some quick searching and filtering and…

120 00:07:49.930 00:07:58.669 Samuel Roberts: you know, then hopefully the validation step is good. Deletion, probably the same thing. You don’t want to try to delete something that’s not in there.

121 00:07:59.300 00:08:03.509 Samuel Roberts: There’s a few different things, and then that would also make probably changing easier, where you could just, like.

122 00:08:03.940 00:08:06.760 Samuel Roberts: select… the…

123 00:08:07.090 00:08:15.419 Samuel Roberts: inspector and see all their information, and make changes on them. There’s a lot of different ways we could go with it, depending on exactly how they want to use it, so I’m excited to…

124 00:08:15.570 00:08:18.070 Samuel Roberts: Hope that they…

125 00:08:18.590 00:08:22.530 Samuel Roberts: they want to go forward with that. Otherwise, we’ll have to stick with the NADN, I think, for now, so…

126 00:08:22.710 00:08:30.669 Casie Aviles: Yeah, I… yeah, that’s my same thoughts, like, I think this should be fine for now, if… unless they want to, you know, go…

127 00:08:30.840 00:08:33.199 Casie Aviles: They want to go with the custom UI.

128 00:08:33.450 00:08:41.270 Samuel Roberts: Yeah, and even if they don’t, if they want a more improved UI from NIDN, we could maybe figure out a way to have some simple hosted thing.

129 00:08:43.080 00:08:43.799 Casie Aviles: Okay.

130 00:08:46.380 00:08:52.990 Samuel Roberts: So, we’ll see. I think… I think…

131 00:08:53.760 00:08:59.560 Samuel Roberts: I think that’s good, but yeah, keep working on that, because they do need to, like, be able to test it out now, so…

132 00:09:00.650 00:09:01.810 Casie Aviles: Sure, sure.

133 00:09:02.440 00:09:06.399 Samuel Roberts: Just kind of spitballing here. Good. Alright, anything else, ABC?

134 00:09:08.040 00:09:16.149 Casie Aviles: Yeah, I think that’s it for the week, so I’ll just work on those forms, and I think I’ll also make sure that

135 00:09:16.510 00:09:25.689 Casie Aviles: If… if it’s good, then we can release the… the database to the… we… we will roll them out to more CSRs.

136 00:09:26.100 00:09:27.630 Samuel Roberts: Yes, yes.

137 00:09:27.900 00:09:32.690 Samuel Roberts: that would be good, yeah, definitely coordinate with Amber on that.

138 00:09:34.320 00:09:35.140 Casie Aviles: Okay.

139 00:09:35.960 00:09:37.810 Samuel Roberts: Testing, but cool, okay, great.

140 00:09:38.920 00:09:43.360 Samuel Roberts: Jump to default.

141 00:09:46.890 00:09:50.459 Mustafa Raja: Yes, for default, last meeting.

142 00:09:50.720 00:09:56.989 Mustafa Raja: Ryan said that he’s going to send me a list, let me double check…

143 00:09:59.830 00:10:12.520 Mustafa Raja: Yeah, we haven’t had, any. So, I guess I should, bump that up with him, and then the, we also discussed about…

144 00:10:12.650 00:10:16.660 Mustafa Raja: Salesforce flow automations, right?

145 00:10:16.660 00:10:17.470 Samuel Roberts: Yes.

146 00:10:17.510 00:10:23.140 Mustafa Raja: I don’t know if I should bomb that up, because he wanted to, discuss it with Liv.

147 00:10:23.270 00:10:31.739 Mustafa Raja: So maybe, let me know if I should bump that up, or I should wait for his response.

148 00:10:32.470 00:10:33.100 Samuel Roberts: I would say…

149 00:10:33.100 00:10:33.580 Mustafa Raja: Alright.

150 00:10:33.730 00:10:34.750 Samuel Roberts: Yeah, go ahead.

151 00:10:35.240 00:10:38.840 Mustafa Raja: And apart from that,

152 00:10:40.350 00:10:43.270 Mustafa Raja: There was one more thing, let me see…

153 00:10:43.620 00:11:03.260 Mustafa Raja: Yeah, for people’s data labs, the, the API that we should… we would be using, there are 3 fields missing that I need, to be able to create some of the signals. I asked Rutam if I should, bump that up.

154 00:11:03.440 00:11:07.049 Mustafa Raja: Last week,

155 00:11:07.320 00:11:14.489 Mustafa Raja: I haven’t had a response, so I’ll bump it up with Utam, or let me know if I should bump it up to Caitlin directly.

156 00:11:15.290 00:11:21.830 Samuel Roberts: Yeah, I would say don’t worry about it at all. I would say ask Caitlin, or bump it to Caitlin, and then I would say bump…

157 00:11:21.950 00:11:24.830 Samuel Roberts: Up the list for now.

158 00:11:24.960 00:11:27.399 Samuel Roberts: And not the Salesforce stuff yet.

159 00:11:27.910 00:11:28.550 Mustafa Raja: Okay.

160 00:11:28.880 00:11:30.189 Samuel Roberts: Just cause, like.

161 00:11:30.630 00:11:36.400 Samuel Roberts: if you put the list together and didn’t send it, or, you know, he has a second to do it… if he hasn’t met with Lev yet, because Lev was traveling, I think, so hopefully…

162 00:11:36.400 00:11:37.919 Mustafa Raja: Yeah, yeah, I was traveling.

163 00:11:37.920 00:11:40.380 Samuel Roberts: Yeah, so give it another day on that, maybe, at least.

164 00:11:41.020 00:11:41.720 Mustafa Raja: Okay.

165 00:11:42.140 00:11:44.660 Samuel Roberts: Okay Great, and those are…

166 00:11:44.660 00:11:45.680 Mustafa Raja: And this is it.

167 00:11:45.680 00:11:47.530 Samuel Roberts: We have tickets for that stuff anywhere?

168 00:11:49.360 00:12:02.299 Mustafa Raja: For the, for the list, we do not have, and for the, what’s it called, flow, automation flow, we don’t have any tickets. These, for these two processes, we don’t have any tickets.

169 00:12:03.260 00:12:06.399 Samuel Roberts: Okay, we may want to add a ticket in the…

170 00:12:07.360 00:12:12.880 Samuel Roberts: at least the next cycle for the Salesforce stuff, or put that in, stakeholder response, yeah.

171 00:12:13.670 00:12:14.370 Mustafa Raja: Yeah.

172 00:12:15.670 00:12:19.690 Samuel Roberts: So, I would say add a ticket, Dear…

173 00:12:21.100 00:12:22.520 Samuel Roberts: Oh, why is it not letting me pick?

174 00:12:22.950 00:12:24.460 Samuel Roberts: The state is not allowed for.

175 00:12:24.460 00:12:29.989 Mustafa Raja: This isn’t for… for… this isn’t for… yeah, yeah, this might be it.

176 00:12:31.680 00:12:33.959 Mustafa Raja: So, Colin, so, so different.

177 00:12:33.960 00:12:34.280 Samuel Roberts: Oh.

178 00:12:34.280 00:12:38.469 Mustafa Raja: Teams have different columns, and this column does not belong to default.

179 00:12:38.470 00:12:40.879 Samuel Roberts: That’s why there’s so many columns.

180 00:12:40.880 00:12:41.610 Mustafa Raja: Yeah.

181 00:12:41.610 00:12:44.929 Samuel Roberts: Okay, well, maybe we might need to consolidate that a little bit.

182 00:12:46.100 00:12:53.140 Samuel Roberts: Okay, so I’m gonna say, sales… Or…

183 00:12:55.370 00:12:58.400 Samuel Roberts: Automation? Is that good? Flow automation?

184 00:12:58.680 00:13:00.850 Mustafa Raja: Yeah, flow automation, you can see.

185 00:13:02.000 00:13:07.080 Samuel Roberts: Need approval to…

186 00:13:14.690 00:13:16.379 Samuel Roberts: Okay, I’m gonna…

187 00:13:17.640 00:13:24.130 Samuel Roberts: Alright, I’m gonna say this is a low prio- or medium priority, we’ll say, because we’re still waiting on them, and…

188 00:13:24.740 00:13:25.510 Samuel Roberts: Okay.

189 00:13:25.760 00:13:28.819 Samuel Roberts: Let’s make that one, and then… what is the other one I was just saying?

190 00:13:29.770 00:13:35.340 Mustafa Raja: Brian, said that he’ll give me a list of accounts to run the signals on.

191 00:13:35.800 00:13:38.110 Mustafa Raja: Okay, yeah, I’ll run, I will say run.

192 00:13:38.890 00:13:41.180 Samuel Roberts: list of accounts.

193 00:13:41.430 00:13:42.569 Samuel Roberts: Baseline for now.

194 00:13:44.640 00:13:46.060 Samuel Roberts: And we’ll also set this to mine.

195 00:13:47.080 00:13:47.930 Samuel Roberts: Okay.

196 00:13:48.690 00:13:57.520 Samuel Roberts: Good, okay and I’m bumping up to Caitlin for the field.

197 00:13:57.810 00:14:00.329 Samuel Roberts: Yeah, we have nothing about the fields in here yet.

198 00:14:02.250 00:14:03.080 Mustafa Raja: Nope.

199 00:14:03.260 00:14:05.450 Mustafa Raja: I’m bumping it up right now.

200 00:14:05.800 00:14:14.010 Samuel Roberts: Okay, I’ll just say, like, people, Data Lab, needs… Missing 3 fields?

201 00:14:14.460 00:14:24.830 Mustafa Raja: Yeah, I’ve already, mentioned the fields, she hasn’t gotten back to me about that, so I’ll just say, say, hey, bumping this up.

202 00:14:25.890 00:14:26.360 Mustafa Raja: If that.

203 00:14:26.360 00:14:27.380 Samuel Roberts: Thank you for responding.

204 00:14:27.540 00:14:31.089 Samuel Roberts: Yeah. Okay, that’s fine, I’m just gonna make something so we know we’re waiting on it.

205 00:14:31.740 00:14:32.949 Samuel Roberts: I’ll make this…

206 00:14:37.350 00:14:40.880 Samuel Roberts: Okay, that’s fine, I just want to keep track for myself here, at least more than anything.

207 00:14:40.880 00:14:41.399 Mustafa Raja: Yeah, yeah, yeah.

208 00:14:41.400 00:14:41.970 Samuel Roberts: Okay.

209 00:14:42.130 00:14:44.120 Samuel Roberts: Good on default, then?

210 00:14:44.930 00:14:48.169 Mustafa Raja: Yeah, these three things.

211 00:14:48.170 00:14:48.840 Samuel Roberts: Okay.

212 00:14:49.310 00:14:50.600 Samuel Roberts: Insomnia?

213 00:14:51.970 00:14:54.439 Casie Aviles: So, for insomnia right now.

214 00:14:55.510 00:15:02.329 Casie Aviles: what I need to work on is just, they have, like, a new request, which requires me to pull in

215 00:15:02.630 00:15:07.860 Casie Aviles: new data from… Braze, so that’s INS146.

216 00:15:08.260 00:15:11.440 Casie Aviles: So, I’m going to do that today,

217 00:15:11.920 00:15:15.670 Casie Aviles: I’ve estimated it as one point, but we’ll see,

218 00:15:15.800 00:15:21.770 Casie Aviles: It’s just… but I estimated it as one point, because I think it’s just going to be…

219 00:15:22.120 00:15:25.790 Casie Aviles: Adding, like, new fields to the existing pipeline.

220 00:15:25.960 00:15:27.830 Casie Aviles: So I just need to backfill.

221 00:15:28.330 00:15:38.349 Casie Aviles: Okay. Yeah, so that was… that’s what I’ll do. And then the other ticket is just for still the updated, SOP. I haven’t gotten around to that.

222 00:15:38.350 00:15:42.689 Samuel Roberts: Yeah. Okay, definitely… What days are you out again?

223 00:15:43.540 00:15:45.700 Casie Aviles: That should be next week, I’ll be out.

224 00:15:45.700 00:15:46.270 Samuel Roberts: next week.

225 00:15:46.270 00:15:49.509 Casie Aviles: From 29 to October 1st.

226 00:15:49.680 00:15:53.290 Samuel Roberts: Okay, my… Gut is to…

227 00:15:53.460 00:15:57.810 Samuel Roberts: Prioritize this, so that we can do, like, a test run if someone else does it a day…

228 00:15:57.990 00:16:01.469 Samuel Roberts: So that they’re prepared, and if there’s any questions, it’s not while you’re gone.

229 00:16:02.140 00:16:04.300 Casie Aviles: Yes, yes, that’s… that makes sense.

230 00:16:04.300 00:16:09.970 Samuel Roberts: Okay, cool. Yeah, so I would say try to get this done… By, like.

231 00:16:11.600 00:16:17.029 Samuel Roberts: I don’t know, Wednesday maybe, so we can do a test run by Thursday, and if that gets pushed, we still have the early next week.

232 00:16:17.470 00:16:26.940 Samuel Roberts: I think. Okay. Because you’ll be out… oh, no, wait, wait, today’s the 22nd, so the 29th. Yeah, definitely try to get this done by, like, Wednesday, the latest, I would say.

233 00:16:27.870 00:16:30.189 Casie Aviles: Okay, yeah, I’ll drive by tomorrow, and then…

234 00:16:30.190 00:16:34.600 Samuel Roberts: That would be ideal, too, because, like, I don’t know who… have we… do we know who we’ll be covering?

235 00:16:36.750 00:16:41.590 Casie Aviles: We don’t have one yet. Shreya from, has…

236 00:16:41.700 00:16:45.480 Casie Aviles: Mentioned that she can take it if no one else wants to, but…

237 00:16:45.480 00:16:53.090 Samuel Roberts: Yeah, that might make sense. Okay, so yeah, definitely let’s try to get that out so we can get her testing it by, like, Thursday or Friday at the latest, so…

238 00:16:53.930 00:16:54.370 Casie Aviles: Okay.

239 00:16:54.830 00:16:59.830 Samuel Roberts: Alright, good. And then, that’s Insomnia?

240 00:17:01.440 00:17:04.029 Casie Aviles: Yes, that’s pretty much it.

241 00:17:05.119 00:17:06.549 Samuel Roberts: And then interlude.

242 00:17:08.710 00:17:13.200 Mustafa Raja: Yeah, we need to, make tickets based on the last meeting.

243 00:17:13.200 00:17:14.999 Samuel Roberts: Yes, we do. Okay, so that is…

244 00:17:15.589 00:17:18.330 Samuel Roberts: Something we can figure out.

245 00:17:18.339 00:17:24.589 Rico Rejoso: Yeah, Sam, Ms. Sapph, I sent a motion doc, yes, last week, maybe you can check in.

246 00:17:25.010 00:17:27.700 Samuel Roberts: Yeah, yeah, that was after the meeting on Friday, right?

247 00:17:27.859 00:17:28.930 Samuel Roberts: Definitely.

248 00:17:28.930 00:17:32.609 Rico Rejoso: I said it on the, in the report Slack channel.

249 00:17:32.910 00:17:35.609 Samuel Roberts: Okay, I’ll take a look right after this, then.

250 00:17:35.610 00:17:36.270 Rico Rejoso: words.

251 00:17:37.050 00:17:43.330 Samuel Roberts: And we should be good there, but they seem… I’m really curious, I think…

252 00:17:43.830 00:17:48.739 Samuel Roberts: Matthew hasn’t touched the bot in a while, so he was… it was good for him to see the notion and stuff.

253 00:17:49.320 00:17:50.000 Samuel Roberts: Bye.

254 00:17:50.420 00:17:51.410 Samuel Roberts: Hoping…

255 00:17:51.900 00:17:56.870 Samuel Roberts: Micah will be able to test it out this week a little bit and give some more feedback.

256 00:17:57.150 00:17:57.860 Mustafa Raja: Yeah.

257 00:17:58.800 00:18:03.889 Samuel Roberts: But I’ll look at the tickets, and we’ll populate this, and then, Mustafa, if you have any questions, we can…

258 00:18:04.520 00:18:05.370 Samuel Roberts: coordinate.

259 00:18:06.030 00:18:06.580 Mustafa Raja: Yeah.

260 00:18:07.420 00:18:10.530 Samuel Roberts: Alright, AI team, internal clients.

261 00:18:12.740 00:18:18.249 Mustafa Raja: Yeah, for this, last week, I was able to fix the HubSpot issue, HubSpot trigger issue.

262 00:18:18.560 00:18:19.389 Samuel Roberts: Yes, to be fair.

263 00:18:19.390 00:18:20.230 Mustafa Raja: advanced.

264 00:18:20.720 00:18:22.529 Mustafa Raja: Yeah, they, they are.

265 00:18:23.260 00:18:29.340 Samuel Roberts: But, hmm, perfect. Okay, so they’re an internal… okay, so you got that done. Did we test it at all to make sure it’s good?

266 00:18:29.340 00:18:30.000 Mustafa Raja: Yeah.

267 00:18:30.700 00:18:32.170 Mustafa Raja: I did test it.

268 00:18:32.630 00:18:35.149 Mustafa Raja: I created accounts related.

269 00:18:35.360 00:18:39.049 Mustafa Raja: To see if the triggers were all good or not.

270 00:18:39.510 00:18:40.170 Samuel Roberts: Okay.

271 00:18:40.510 00:18:41.250 Mustafa Raja: And…

272 00:18:41.250 00:18:41.960 Samuel Roberts: So now…

273 00:18:43.170 00:18:47.490 Samuel Roberts: So now it’s doing… it’s… it’s doing all the things that it wasn’t doing before?

274 00:18:47.950 00:19:05.100 Mustafa Raja: So previously, only one trigger would call, so other workflows that had those triggers, which were four other workflows, were not getting the trigger at all. They weren’t being called at all. So now, what we have is one universal trigger.

275 00:19:05.160 00:19:21.460 Mustafa Raja: That listens to all those, events. And then what happens is, we have a switch that then, calls whatever the, relative workflow based on the event is.

276 00:19:21.960 00:19:25.110 Samuel Roberts: Okay, I would say, can you link the new one in here?

277 00:19:25.110 00:19:25.790 Mustafa Raja: Yeah, yeah, yeah.

278 00:19:26.190 00:19:26.760 Samuel Roberts: And then.

279 00:19:26.760 00:19:28.030 Mustafa Raja: And then I’m probably good to think.

280 00:19:28.720 00:19:34.779 Samuel Roberts: Yeah, I just want to see. And so, like, they’re all running now, there’s no other setup that needs to get done?

281 00:19:35.080 00:19:36.760 Mustafa Raja: No, the… there is…

282 00:19:37.120 00:19:43.330 Mustafa Raja: Yeah, I just didn’t work right here. I removed all of the triggers, so now there’s only one trigger.

283 00:19:43.490 00:19:44.670 Mustafa Raja: That’s perfect.

284 00:19:44.910 00:19:47.690 Mustafa Raja: And then they are being called by the workflow.

285 00:19:47.990 00:19:51.690 Samuel Roberts: Okay, great, that was… that’s good. That’ll be very helpful going forward.

286 00:19:52.140 00:19:52.770 Mustafa Raja: Okay.

287 00:19:53.110 00:19:57.190 Samuel Roberts: And then, what else are we thinking? We got some…

288 00:19:57.190 00:20:00.749 Casie Aviles: I think, yeah, from my side, I wasn’t able to do this one.

289 00:20:01.370 00:20:03.990 Casie Aviles: I’ll try to do this by…

290 00:20:04.680 00:20:06.770 Samuel Roberts: Yeah, by this one.

291 00:20:06.770 00:20:08.830 Casie Aviles: 8.492. Yeah.

292 00:20:09.210 00:20:09.960 Samuel Roberts: Okay.

293 00:20:10.690 00:20:14.430 Samuel Roberts: Definitely, yeah, if you have any… need any help, let me know.

294 00:20:16.110 00:20:19.080 Casie Aviles: Yeah, I’ll move the due date again.

295 00:20:20.510 00:20:23.029 Samuel Roberts: What does Request Meeting Summary mean?

296 00:20:26.740 00:20:27.970 Casie Aviles: Okay, what’s this?

297 00:20:28.540 00:20:30.150 Samuel Roberts: I don’t know, I just saw it there.

298 00:20:30.350 00:20:31.269 Samuel Roberts: I don’t know.

299 00:20:32.580 00:20:35.469 Casie Aviles: Oh, this is just, for the Zoom…

300 00:20:35.660 00:20:40.400 Casie Aviles: Like, the Slack messages that are sent by Brainforgebot, the Zoom meeting summaries.

301 00:20:40.400 00:20:43.099 Samuel Roberts: Oh, so this was… this is taken care of now by the…

302 00:20:43.210 00:20:44.829 Samuel Roberts: The client hub’s being all set up?

303 00:20:45.690 00:20:49.740 Casie Aviles: Yeah, this should be done, yeah. I just wasn’t able to…

304 00:20:52.780 00:20:54.819 Samuel Roberts: Okay, I’m gonna say the finance are set up now.

305 00:20:56.870 00:20:57.470 Casie Aviles: Yeah.

306 00:21:02.690 00:21:07.199 Samuel Roberts: Okay, cool. Just so we have that, and I’m gonna bump that to…

307 00:21:08.570 00:21:10.119 Samuel Roberts: You know, the client hubs are done.

308 00:21:10.590 00:21:11.320 Samuel Roberts: Okay.

309 00:21:11.880 00:21:15.020 Samuel Roberts: Anything else to discuss here?

310 00:21:18.220 00:21:22.589 Casie Aviles: Will we have new tickets for this week, for internal?

311 00:21:22.800 00:21:29.190 Samuel Roberts: Yeah, so that’s… Rico, is gonna help out with that. I think I saw you made a bunch of the projects?

312 00:21:29.950 00:21:39.569 Rico Rejoso: Yeah, I already added the projects based on our OKR, so this should be… should be ending by, this September, for quarter 3.

313 00:21:39.690 00:21:47.150 Rico Rejoso: I think one goal that we should have is to add the tickets that you have previously worked on.

314 00:21:47.420 00:21:53.920 Rico Rejoso: either done or still in progress, add it to those projects so we can see the progress on those, and maybe.

315 00:21:53.920 00:22:04.949 Samuel Roberts: Yes, yeah, that was exactly my goal today, was to sift through a lot of these, and either backlog them if they’re not relevant to the OKRs, or move them to the OKRs.

316 00:22:05.580 00:22:15.800 Rico Rejoso: Definitely. We need that one at least before, I mean, before end of month. And another thing would be, like, moving forward, let’s try to put in the estimates.

317 00:22:16.080 00:22:19.999 Rico Rejoso: Or the story points for each work, that you guys are working on.

318 00:22:20.150 00:22:27.590 Rico Rejoso: And… Let’s see here… Okay, also work on the due dates. If we can, possibly do it now.

319 00:22:27.700 00:22:34.750 Rico Rejoso: And I… I can share my screen, and we can work on the points that needs to be assigned, for…

320 00:22:34.750 00:22:37.050 Samuel Roberts: Do you wanna… you wanna walk us through that real quick?

321 00:22:38.160 00:22:41.090 Rico Rejoso: So we can have it set up, for just Monday.

322 00:22:42.310 00:22:43.250 Rico Rejoso: Yeah.

323 00:22:43.250 00:22:51.429 Mustafa Raja: Yeah, while we are, at it, Sam, do you want me to take on 501, internal 501?

324 00:22:53.580 00:22:54.399 Rico Rejoso: I’m just one.

325 00:22:54.640 00:22:57.390 Samuel Roberts: Eventually, yes.

326 00:22:58.010 00:23:07.819 Samuel Roberts: I want to prior… I want to get everything organized first, but assign that to yourself, definitely. Yeah. Sign that to Mustafa, because you will be the one to do it, I’m sure, because now you have the HubSpot stuff.

327 00:23:08.880 00:23:11.050 Rico Rejoso: Let’s put it… let’s put in the staff already.

328 00:23:11.350 00:23:12.679 Samuel Roberts: Yeah, that’s fine. Okay.

329 00:23:13.250 00:23:23.529 Rico Rejoso: Alrighty, so for this one that are on internal review, it’s either this is done, and you need Udam’s feedback regarding this one, right? Were we able to post this on the Slack channel for this review?

330 00:23:25.330 00:23:26.290 Samuel Roberts: For which one?

331 00:23:26.290 00:23:41.139 Mustafa Raja: The… the enrichment one, 498 was for Justina, and she said that it’s… it’s looking good, so we can move it to done. For 500, I will include the workflows.

332 00:23:41.140 00:23:50.460 Mustafa Raja: That were part of this iteration, so then we… Sam can look at it, or Otam can look at it to verify this.

333 00:23:50.520 00:23:54.620 Mustafa Raja: Yes. And I think after that, this should be good to go too.

334 00:23:54.620 00:23:57.520 Samuel Roberts: Definitely, I’ll probably get that done today, so that can be moved.

335 00:24:00.130 00:24:01.140 Mustafa Raja: Yes.

336 00:24:01.580 00:24:11.870 Rico Rejoso: Alrighty, thank you for that one. And for the other tickets, 355, just for Ryan, one thing for Ryan. And for the… this is an ongoing pro… ongoing ticket, right?

337 00:24:12.500 00:24:24.070 Samuel Roberts: Yeah, I need to… I probably need to jump into that a little bit now that I’m more familiar with everything, because I was working on this when I first, started, and so it was a way for me to just understand stuff, but I definitely have a better understanding now, so…

338 00:24:24.180 00:24:27.149 Samuel Roberts: I’ll probably spend some time on that.

339 00:24:27.150 00:24:27.810 Rico Rejoso: Okay.

340 00:24:28.520 00:24:31.790 Rico Rejoso: So further, let’s move the due date for, end of week.

341 00:24:32.080 00:24:33.180 Samuel Roberts: That’s fine, yeah.

342 00:24:33.860 00:24:39.999 Rico Rejoso: Okay, let’s see, let’s see if we have enough progress by that. And for this one, can we set up the due date for this one for today?

343 00:24:40.600 00:24:41.150 Samuel Roberts: Yeah, totally.

344 00:24:41.870 00:24:43.260 Mustafa Raja: Alright. Yeah.

345 00:24:46.340 00:24:49.369 Rico Rejoso: And this one, I think we have to confirm with Brian.

346 00:24:52.900 00:24:54.150 Rico Rejoso: yourself, I agree.

347 00:24:56.560 00:24:58.059 Rico Rejoso: Yep, I can confirm again.

348 00:24:58.510 00:24:59.700 Samuel Roberts: Yeah, I don’t even…

349 00:25:00.080 00:25:05.889 Mustafa Raja: Yeah, these ones are very old, so I guess these ones would be done.

350 00:25:05.890 00:25:10.820 Samuel Roberts: Yeah, if they’re from July and June. Or June, yeah, I see.

351 00:25:11.730 00:25:15.070 Rico Rejoso: Yeah, but just to make sure, let’s confirm it with…

352 00:25:15.410 00:25:18.439 Rico Rejoso: Ryan first. I’ll send him a message regarding those.

353 00:25:18.440 00:25:22.230 Samuel Roberts: Okay, yeah. Yeah, I don’t even have context on that. I wasn’t here.

354 00:25:22.620 00:25:31.630 Rico Rejoso: No worries. How about this one? This is new client NATM Hub Creation. I think this is a, like, a ongoing ticket for every client that we have, right?

355 00:25:31.630 00:25:34.419 Samuel Roberts: Yeah, it’s also this SOP here.

356 00:25:36.340 00:25:36.730 Rico Rejoso: Okay.

357 00:25:36.730 00:25:38.589 Samuel Roberts: that’s related to this.

358 00:25:39.490 00:25:40.160 Rico Rejoso: Hmm.

359 00:25:40.820 00:25:45.450 Samuel Roberts: I don’t know… Unless it’s just an ongoing one.

360 00:25:48.300 00:25:55.880 Rico Rejoso: Maybe we can close… I mean, yeah, we can close this out. I think we have a template for this one, and I think it should be on the client onboarding process, the sales.

361 00:25:55.880 00:25:59.250 Samuel Roberts: Okay, yeah, I don’t think we need to have this one then if it’s gonna get added for every client.

362 00:25:59.640 00:26:08.100 Rico Rejoso: Yep, let’s cancel this one first. Can have that every time we have new clients come in. And for the Brain Forge department, adding Brain Forge department, how are you on this one?

363 00:26:08.690 00:26:18.980 Samuel Roberts: Yeah, this is one I’m definitely gonna organize into one of the OKRs. I knew Tom looked at it a little bit when he was playing around, but I don’t know what happened with that, so…

364 00:26:19.870 00:26:20.720 Rico Rejoso: Okay.

365 00:26:20.720 00:26:32.439 Mustafa Raja: Yeah, what we… what we want to do is, we want to add departments in our internal channel. So we have a set of departments. I believe they’re already in Superbase.

366 00:26:32.480 00:26:47.850 Mustafa Raja: And what we want is, each ticket must be linked to a department. Yeah, these were sales, engineering, operations, finance, or recruiting. And just like we have the clients in our internal, platform, we would want…

367 00:26:47.850 00:26:53.449 Mustafa Raja: Departments, too, so we can, look up the tickets that relate to a department.

368 00:26:54.190 00:26:56.470 Mustafa Raja: So this is the… So this is on the platform, right?

369 00:26:56.880 00:26:58.130 Samuel Roberts: Is that happening?

370 00:26:58.540 00:27:00.249 Mustafa Raja: In Superbase already?

371 00:27:00.590 00:27:07.569 Mustafa Raja: No, no, no. Okay. Currently, this needs to be implemented. It isn’t being implemented right now.

372 00:27:08.340 00:27:11.439 Mustafa Raja: Okay. Yeah. Yeah, this is it.

373 00:27:11.850 00:27:20.919 Samuel Roberts: I would say, yeah, I need to move this into one of the OKRs and figure out exactly the priorities on that one. I think that’s a pretty high priority one anyway.

374 00:27:21.690 00:27:27.490 Rico Rejoso: I think so. Point-wise, though, it’s probably… .

375 00:27:27.590 00:27:29.859 Samuel Roberts: also pretty high, I’d say.

376 00:27:32.170 00:27:36.169 Samuel Roberts: at least… 3. I don’t know, what do you guys think?

377 00:27:36.780 00:27:39.869 Mustafa Raja: Yeah, I… I’d say 3.

378 00:27:40.790 00:27:41.590 Rico Rejoso: employees.

379 00:27:41.750 00:27:42.560 Mustafa Raja: Yeah.

380 00:27:43.250 00:27:43.780 Rico Rejoso: Good.

381 00:27:45.990 00:27:48.129 Rico Rejoso: Some get a change, Mr. Wonfield.

382 00:27:48.270 00:27:51.390 Rico Rejoso: When can we have this done, by the way, Cassie as well.

383 00:27:52.700 00:27:55.820 Casie Aviles: The book, the historical,

384 00:27:56.090 00:28:02.790 Casie Aviles: Let’s try to set it by… for tomorrow, since I have… Some client tickets today.

385 00:28:03.400 00:28:10.750 Rico Rejoso: Okay, set it tomorrow. And the Brain Forge department, can we have this done by… within this week? Specifically, when?

386 00:28:11.630 00:28:15.609 Samuel Roberts: I would think we can make that, yeah, one of us can take care of that, I’m sure, I don’t know.

387 00:28:16.030 00:28:17.010 Samuel Roberts: Yay.

388 00:28:17.580 00:28:20.380 Mustafa Raja: I guess we can, mark it as end of week, then.

389 00:28:20.380 00:28:22.030 Samuel Roberts: Yeah, I would say Market by Friday.

390 00:28:24.050 00:28:24.990 Rico Rejoso: Very sweet.

391 00:28:26.010 00:28:26.670 Mustafa Raja: P.

392 00:28:30.100 00:28:31.920 Rico Rejoso: innovation. Alrighty.

393 00:28:32.710 00:28:34.519 Rico Rejoso: This one is fantastic.

394 00:28:35.550 00:28:38.769 Rico Rejoso: How about for this one, 485? Is this a high priority right now?

395 00:28:39.420 00:28:46.259 Casie Aviles: No, that’s very… that’s… I would say that’s very low priority, but yeah, it’s just something that… I haven’t…

396 00:28:46.460 00:28:47.330 Casie Aviles: Done.

397 00:28:48.160 00:28:50.110 Samuel Roberts: What is the context of this one?

398 00:28:51.940 00:28:59.190 Casie Aviles: I think it’s just changing the API key, since it’s using… A different bot API key.

399 00:29:00.120 00:29:05.930 Samuel Roberts: Oh, okay, okay. So it’s not really any, like, technical work, it’s just swapping API keys?

400 00:29:06.210 00:29:08.979 Casie Aviles: Yeah, it’s not really anything heavy.

401 00:29:09.250 00:29:13.609 Samuel Roberts: That’s fine, I thought it was gonna involve… the way the title is, I wasn’t sure what the…

402 00:29:14.880 00:29:15.790 Samuel Roberts: Okay, good.

403 00:29:15.790 00:29:21.739 Rico Rejoso: Maybe that… I mean, this will… will this take you long to accomplish, like, one or two hours?

404 00:29:21.740 00:29:22.460 Casie Aviles: No.

405 00:29:22.460 00:29:23.080 Rico Rejoso: We can work on.

406 00:29:23.080 00:29:23.480 Casie Aviles: No.

407 00:29:23.480 00:29:24.379 Rico Rejoso: Good day this week.

408 00:29:25.450 00:29:27.600 Casie Aviles: Yeah, I can probably do this today.

409 00:29:28.520 00:29:29.380 Rico Rejoso: Okay, just a quick…

410 00:29:29.380 00:29:29.750 Casie Aviles: Excellent.

411 00:29:29.750 00:29:30.440 Rico Rejoso: for today.

412 00:29:31.130 00:29:31.750 Samuel Roberts: Yeah.

413 00:29:33.990 00:29:34.810 Rico Rejoso: Posted out today.

414 00:29:34.810 00:29:39.429 Samuel Roberts: Why is it considered moving? Is there… do we… is there, like, a… does a decision need to be made?

415 00:29:41.290 00:29:42.910 Casie Aviles: Hmm.

416 00:29:44.240 00:29:51.380 Casie Aviles: I think what I said here is just, because,

417 00:29:51.500 00:29:59.019 Casie Aviles: Utam wanted to add, like, the Brainforge bot instead of, like, a different bot, so we wanted to have it just one…

418 00:29:59.460 00:30:02.069 Casie Aviles: API key should handle everything.

419 00:30:02.260 00:30:06.060 Casie Aviles: It’s fine then, okay. As long as it’s a… I didn’t know, the way it said consider, I wasn’t sure.

420 00:30:06.200 00:30:07.809 Samuel Roberts: Okay, that’s fine. Good.

421 00:30:09.110 00:30:13.879 Casie Aviles: Yeah, because he can’t add the other… yeah, the other one, the other bot.

422 00:30:15.570 00:30:20.639 Rico Rejoso: So, although this is low priority, because it’s gonna take you at least one point to accomplish this under an hour.

423 00:30:21.830 00:30:29.820 Casie Aviles: Yeah, let’s say one point. It should… should be… it shouldn’t take an hour, but, you know, I’m not sure how we estimate less than one hour.

424 00:30:30.010 00:30:34.629 Samuel Roberts: Yeah, I mean, if it’s, like, super trivial, it could be zero, I suppose, but I don’t know.

425 00:30:35.060 00:30:38.609 Rico Rejoso: I’m thinking not to use zero, because, I mean, there’s still work done.

426 00:30:38.870 00:30:42.079 Samuel Roberts: Exactly, exactly. It’s not just a simple thing, yeah.

427 00:30:42.080 00:30:43.729 Rico Rejoso: Point is recorded, at least.

428 00:30:43.730 00:30:45.120 Samuel Roberts: Definitely, definitely.

429 00:30:46.060 00:30:49.059 Rico Rejoso: Okay, how about for the deals dashboard, dashboard?

430 00:30:49.340 00:30:50.060 Rico Rejoso: To adoption.

431 00:30:51.700 00:30:53.170 Mustafa Raja: 2, 3…

432 00:30:54.680 00:31:01.980 Samuel Roberts: Definitely, yeah, and I don’t think this is a high priority one right now, because I’m not sure who’s using it, but that’s something I need to learn a little bit more.

433 00:31:03.020 00:31:06.419 Samuel Roberts: There’s no… the data’s been stale, and no one’s noticed, so…

434 00:31:06.740 00:31:13.500 Samuel Roberts: Yeah. I don’t think it’s been too priority, but again, this goes into an OKR of getting more people on the platform, so…

435 00:31:13.910 00:31:19.490 Rico Rejoso: Definitely. So maybe we can set it by end of week, or any specific time or day we can have this accomplished.

436 00:31:20.590 00:31:21.609 Rico Rejoso: I didn’t think…

437 00:31:22.230 00:31:26.029 Samuel Roberts: I don’t know if end of week is… maybe end of next week?

438 00:31:27.000 00:31:29.170 Rico Rejoso: Okay, so we can move into the next cycle by next week.

439 00:31:29.170 00:31:34.299 Samuel Roberts: Yeah, I would just… I mean, it could get done this week if there’s time, but it’s, again,

440 00:31:35.780 00:31:39.030 Samuel Roberts: There are probably other, more important things for the OKR.

441 00:31:39.310 00:31:41.269 Rico Rejoso: No worries, let’s set it to next week by then.

442 00:31:41.490 00:31:44.640 Rico Rejoso: Okay. I watch for the spike for the frameworks robotically.

443 00:31:45.580 00:31:53.310 Samuel Roberts: This is… Yeah, I’ve looked at stuff, I haven’t written up a spike, so…

444 00:31:53.690 00:31:59.050 Samuel Roberts: We haven’t really needed the co-pilot frameworks yet, but that’s another thing to improve on the platform as well.

445 00:32:00.220 00:32:02.929 Samuel Roberts: I would say, make that do…

446 00:32:03.760 00:32:07.740 Samuel Roberts: Or, like, Wednesday, and I’ll make sure to get to it that way.

447 00:32:08.000 00:32:13.249 Samuel Roberts: Because I’ve been exploring different things, but not made a decision or written it up yet, so…

448 00:32:14.660 00:32:19.499 Rico Rejoso: Yep, and forever you look into it, or have it done, how long will it take for it to get this?

449 00:32:19.720 00:32:20.270 Rico Rejoso: Finish.

450 00:32:20.270 00:32:21.510 Samuel Roberts: do the spike.

451 00:32:21.510 00:32:22.980 Rico Rejoso: It’s probably, like…

452 00:32:25.110 00:32:28.049 Samuel Roberts: Point or two, depending on how much I need to dig in.

453 00:32:31.040 00:32:31.410 Rico Rejoso: Perdue.

454 00:32:31.410 00:32:34.880 Samuel Roberts: Yeah, call it 2, because I might… I might do a little more research as well, so…

455 00:32:35.600 00:32:38.800 Rico Rejoso: Got it. And the SOP for Applied Operation.

456 00:32:39.680 00:32:41.780 Samuel Roberts: Yeah… this one?

457 00:32:44.070 00:32:52.129 Samuel Roberts: I think it’s gonna be a bit of work, because it’s been kind of out there for a minute. There is some stuff already there.

458 00:32:52.530 00:32:54.419 Casie Aviles: Yeah, I did update some…

459 00:32:55.010 00:32:55.690 Samuel Roberts: Yeah.

460 00:32:55.690 00:32:59.880 Casie Aviles: I did update it with some things. I added, like, a new loom.

461 00:33:00.030 00:33:01.940 Casie Aviles: And then I added an overview.

462 00:33:02.650 00:33:03.370 Samuel Roberts: Okay.

463 00:33:03.960 00:33:10.189 Samuel Roberts: So, I think I just want to go through and see if there’s any outstanding questions I have, because I’m not as familiar with it.

464 00:33:11.280 00:33:11.650 Casie Aviles: Yes.

465 00:33:11.650 00:33:15.829 Samuel Roberts: And then we can probably make that a closed ticket, so…

466 00:33:15.830 00:33:16.470 Mustafa Raja: Yeah.

467 00:33:16.470 00:33:21.649 Samuel Roberts: I do want to… this is un… this is different than… Changing the client hub system.

468 00:33:21.940 00:33:28.560 Samuel Roberts: But just the SOP is going to be helpful for that. So, I would say…

469 00:33:30.490 00:33:34.400 Samuel Roberts: There’s not a ton to do there, maybe, but let’s say, like, Thursday, because…

470 00:33:35.450 00:33:38.440 Samuel Roberts: I need to walk through the Client Hub stuff a little bit more.

471 00:33:40.800 00:33:46.829 Samuel Roberts: But I think we’re pretty good there, it’s just I want to make sure someone who has less familiarity with it, like me, understands it.

472 00:33:48.950 00:33:54.519 Rico Rejoso: Got it. So, maybe how… I mean, how long will it take for you to finish this?

473 00:33:54.860 00:33:59.860 Samuel Roberts: It’s probably, like, a two-pointer.

474 00:34:00.170 00:34:04.510 Samuel Roberts: 2 hours? Yeah, I think 2 hours is fine. Probably more than an hour, but I don’t think it’s gonna be…

475 00:34:04.890 00:34:05.520 Samuel Roberts: So, yeah.

476 00:34:05.520 00:34:06.240 Rico Rejoso: Alrighty.

477 00:34:07.030 00:34:09.060 Rico Rejoso: Okay, let’s move on. 4, 5, 6.

478 00:34:13.469 00:34:19.029 Samuel Roberts: This is the… this is the thing that is going to be using that SOP, so this is a big…

479 00:34:19.989 00:34:25.139 Samuel Roberts: Thing? That probably needs to get broken down into smaller pieces eventually.

480 00:34:25.500 00:34:26.170 Mustafa Raja: Hmm.

481 00:34:27.800 00:34:31.649 Samuel Roberts: you know, like, I think there’s parts where we can start automating things

482 00:34:31.860 00:34:43.530 Samuel Roberts: Certain places we can’t, because it’d still have to be manual, but that’s after we get the SOP, the work is probably make a plan to do that, because there’s a lot of moving pieces with this.

483 00:34:43.530 00:34:45.119 Rico Rejoso: henceforth, I’m sorry.

484 00:34:47.190 00:34:48.120 Casie Aviles: We’re back and…

485 00:34:48.120 00:34:49.480 Samuel Roberts: Weekend, yeah.

486 00:34:49.480 00:34:51.530 Rico Rejoso: Okay, sorry.

487 00:34:51.530 00:34:56.580 Samuel Roberts: No, you’re good, you’re good, yeah, back end at BE… Front-end FE, yeah, so…

488 00:35:00.070 00:35:06.459 Rico Rejoso: Yeah, perfect. So maybe you can say, it’s dependent to the SOP, and we’ll bring them tickets, once SOP is done.

489 00:35:06.940 00:35:15.160 Samuel Roberts: Perfect. Yeah, that’s… that’s… because this… this in and of itself is, I think, a kind of… in my mind, it’s a kind of monstrous… monster task.

490 00:35:15.630 00:35:19.879 Samuel Roberts: That will take… More than a little bit of.

491 00:35:21.000 00:35:21.620 Casie Aviles: Yeah.

492 00:35:21.870 00:35:22.710 Casie Aviles: This will…

493 00:35:23.320 00:35:42.480 Rico Rejoso: Maybe we can, I mean, it’s just a suggestion. I’m gonna assign this to you, Sam, for now, since… Definitely. …dependent on the SOP, then afterwards, maybe we can check in, or… or make sure by end of week, we can take a look on what tickets should be created based on the SOP and how we’re gonna…

494 00:35:42.480 00:35:43.829 Samuel Roberts: That’s perfect, yeah.

495 00:35:44.300 00:35:44.910 Rico Rejoso: Output.

496 00:35:45.220 00:35:49.349 Rico Rejoso: Cinderella scheduling for end of week so that we can, take a look at it and find out.

497 00:35:50.810 00:35:53.119 Samuel Roberts: That’s perfect, yeah, we’ll definitely… yeah, perfect.

498 00:35:53.970 00:36:01.340 Rico Rejoso: Alrighty, aside from that, I think we have cleaned up most of the tickets. Next step, I think, would be to, for Sam to,

499 00:36:02.530 00:36:10.090 Rico Rejoso: To maybe, scan the figures that we have under AI, and try to…

500 00:36:10.860 00:36:21.630 Rico Rejoso: move them to the, to their, I mean, to their projects, so we can track the performance of the project. I’m trying to book a Google session, but probably it’s gonna be tomorrow or Wednesday.

501 00:36:21.930 00:36:25.160 Rico Rejoso: If that’s fine with you, so we can both go through it as well.

502 00:36:25.680 00:36:29.390 Samuel Roberts: Yeah, I should be able to take a look by then, so then hopefully we’ll have a few of them.

503 00:36:29.820 00:36:34.010 Rico Rejoso: Yeah, I think we need Cassie and Mustafa as well to assist us.

504 00:36:34.010 00:36:42.879 Samuel Roberts: Yeah, I figured there’d be a lot of me asking questions to them if it’s not clear about stuff, but yeah, I think that’s a good idea. I’ll take a first pass and see what I can understand.

505 00:36:43.330 00:37:00.220 Rico Rejoso: Yeah, I mean, I’m gonna book a, meeting with, if you guys are gonna look at your calendar, whichever is free. I’m just gonna… I just wanted to bring this one up, the projects assigned to Miguel, because, you know, Miguel’s not part of a company no more. So, like, for this one, notice that all issues are…

506 00:37:00.500 00:37:02.449 Rico Rejoso: Good, except for this one.

507 00:37:02.720 00:37:05.250 Rico Rejoso: Which is, I think Gaz is still working on right now.

508 00:37:05.460 00:37:06.020 Rico Rejoso: Right?

509 00:37:06.020 00:37:08.519 Samuel Roberts: Is that even… what is that exactly?

510 00:37:08.780 00:37:12.789 Casie Aviles: What is this, linear S3 to superbase?

511 00:37:14.460 00:37:15.939 Casie Aviles: Transcript folder.

512 00:37:16.870 00:37:18.049 Samuel Roberts: Can you scroll down a little bit?

513 00:37:18.540 00:37:19.270 Samuel Roberts: Let’s see the…

514 00:37:19.270 00:37:20.760 Casie Aviles: Yeah, can you scroll down?

515 00:37:28.650 00:37:34.280 Casie Aviles: Hmm, I think this was getting… Linear to…

516 00:37:39.290 00:37:48.089 Samuel Roberts: Oh, okay, so this… this is us wanting to add… Linear to the client hubs?

517 00:37:49.280 00:37:50.420 Casie Aviles: Yes.

518 00:37:51.790 00:37:53.810 Samuel Roberts: But, like, being able to update Linear End.

519 00:37:54.620 00:37:55.950 Mustafa Raja: Oh…

520 00:37:56.100 00:37:58.969 Casie Aviles: No, no, doesn’t have, like, a direct tool.

521 00:37:59.690 00:38:00.470 Mustafa Raja: Yeah.

522 00:38:00.470 00:38:03.079 Samuel Roberts: Right, that’s what the MCP would basically be for.

523 00:38:04.750 00:38:09.249 Samuel Roberts: Or that’s the look here, MCP, or doing it ourselves with a rag.

524 00:38:10.970 00:38:13.939 Casie Aviles: Yeah, or, yeah, with API, with…

525 00:38:13.940 00:38:14.370 Mustafa Raja: limbo.

526 00:38:14.370 00:38:15.420 Casie Aviles: Linear API.

527 00:38:16.050 00:38:20.759 Mustafa Raja: I guess we have a version of it that we call the Ticket Droomer, right?

528 00:38:24.020 00:38:25.030 Samuel Roberts: Oh…

529 00:38:26.030 00:38:30.630 Samuel Roberts: Okay, I would say, is this inside a project of some sort? Is that why we’re looking at it?

530 00:38:30.820 00:38:35.189 Rico Rejoso: Yeah, Linear Tickets Data Source is a previous project.

531 00:38:36.890 00:38:42.150 Samuel Roberts: Okay, that, I think, will get reassigned to another OKR, probably.

532 00:38:42.690 00:38:46.770 Rico Rejoso: So maybe let me… mention you here, Sam, so you can take a look at it one day.

533 00:38:46.770 00:38:56.950 Samuel Roberts: Definitely, yeah. I think there’s probably still something useful here, but I’m not 100% sure where it fits in yet, because priority-wise. So yeah.

534 00:38:58.420 00:39:01.830 Casie Aviles: This, title’s a little bit confusing, Alma.

535 00:39:02.050 00:39:03.200 Casie Aviles: Replace that.

536 00:39:03.500 00:39:04.200 Samuel Roberts: Yeah.

537 00:39:04.200 00:39:05.090 Casie Aviles: socially…

538 00:39:06.220 00:39:07.810 Rico Rejoso: You can change it now. Yeah, being…

539 00:39:08.280 00:39:10.159 Casie Aviles: Yeah, I’m changing the pattern.

540 00:39:10.640 00:39:11.949 Samuel Roberts: Okay, yeah, cool, cool.

541 00:39:13.230 00:39:14.140 Samuel Roberts: Thank you.

542 00:39:14.850 00:39:15.290 Rico Rejoso: Alrighty.

543 00:39:15.290 00:39:15.840 Samuel Roberts: Bulls.

544 00:39:16.550 00:39:18.299 Samuel Roberts: Other than that… And then what was the other?

545 00:39:19.010 00:39:21.760 Rico Rejoso: We, I mean, once we’re good with that, maybe,

546 00:39:22.290 00:39:26.030 Rico Rejoso: We can close that project out. This one is 100% done.

547 00:39:26.240 00:39:28.960 Samuel Roberts: Yeah, hold on, let me see what’s in there real quick, I just wanna…

548 00:39:29.950 00:39:31.189 Rico Rejoso: Very delicious.

549 00:39:32.280 00:39:34.669 Samuel Roberts: Oh, go back to the overview, actually, first.

550 00:39:35.780 00:39:36.680 Samuel Roberts: Thank you.

551 00:39:38.690 00:39:39.859 Casie Aviles: Is this GitHub?

552 00:39:40.850 00:39:42.640 Samuel Roberts: Yeah, where is this being…

553 00:39:43.230 00:39:56.390 Casie Aviles: So, I believe, as far as I know, what Miguel was trying to do here was, so we have, like, RepoMix, which basically translates the GitHub repo into text that should be easy for the LLM.

554 00:39:56.600 00:39:58.030 Casie Aviles: to process.

555 00:39:59.610 00:40:06.130 Casie Aviles: And then… I believe… He was just trying to get it into the context of the…

556 00:40:06.300 00:40:10.010 Casie Aviles: Agents, but we canceled it since we were having…

557 00:40:10.140 00:40:19.010 Casie Aviles: We were trying to do so many data sources simultaneously, and it was kind of hard to ensure the quality of all of them, so…

558 00:40:19.550 00:40:25.749 Casie Aviles: We decided to just focus for now on just, Slack and Zoom.

559 00:40:26.380 00:40:28.470 Samuel Roberts: Okay. So we canceled this for now.

560 00:40:29.270 00:40:29.860 Samuel Roberts: Okay.

561 00:40:30.340 00:40:35.660 Samuel Roberts: Good contact, thank you. I would say… yeah, if there’s no other tickets here, let’s not…

562 00:40:35.790 00:40:41.440 Samuel Roberts: Worry about it, but… that’s good context for me to have. I think…

563 00:40:41.780 00:40:45.720 Samuel Roberts: I can see how it could be useful, but I’m not sure how it applies to the OKRs, you know?

564 00:40:46.000 00:40:48.510 Rico Rejoso: Okay, maybe we can tag this as completed when ready.

565 00:40:48.510 00:40:49.460 Samuel Roberts: Totally, yes.

566 00:40:49.890 00:40:57.670 Rico Rejoso: Okay, and this one that Mustaf was working on, the lead list builder, you’re currently working on this one, right? Or haven’t? Is this Mason.

567 00:40:57.670 00:40:58.979 Mustafa Raja: Yeah, this is…

568 00:40:58.980 00:40:59.910 Samuel Roberts: Oh, yeah.

569 00:41:00.090 00:41:07.979 Mustafa Raja: I… Hmm… We really, stopped working on this.

570 00:41:08.180 00:41:09.260 Mustafa Raja: To be honest.

571 00:41:09.760 00:41:10.280 Rico Rejoso: Okay.

572 00:41:10.280 00:41:22.119 Mustafa Raja: I did, I did build a few, demos for Robert, that we needed, and that were used. Apart from that,

573 00:41:22.690 00:41:32.630 Mustafa Raja: Yeah, we did stop that, and the tickets, not all of them are in this, to be honest.

574 00:41:32.750 00:41:35.220 Mustafa Raja: Because there was a lot more…

575 00:41:35.720 00:41:36.120 Samuel Roberts: Hmm.

576 00:41:36.120 00:41:37.509 Mustafa Raja: than these two tickets.

577 00:41:38.100 00:41:38.810 Samuel Roberts: Okay.

578 00:41:39.470 00:41:41.200 Samuel Roberts: My thought…

579 00:41:41.320 00:41:50.360 Samuel Roberts: Unless someone’s still asking for it, is to not worry about it, because we’re gonna be adding more tickets related to this to, like, mapping workflows of sales and stuff.

580 00:41:50.610 00:41:56.150 Rico Rejoso: Yeah, and that’s just part of this one, one of our OKRs, which is PM Sales Marketing Workload.

581 00:41:56.150 00:41:57.650 Samuel Roberts: Exactly, exactly.

582 00:41:57.650 00:42:05.510 Rico Rejoso: So maybe if the two tickets here are not that important, we can close this out as well, and just, you know, focus in this one instead, putting it down.

583 00:42:05.510 00:42:06.710 Samuel Roberts: Yeah, exactly.

584 00:42:07.180 00:42:08.610 Rico Rejoso: What do you think, we can go to South?

585 00:42:09.590 00:42:12.899 Mustafa Raja: Yeah, I guess we can migrate those tickets to this project.

586 00:42:13.760 00:42:18.940 Samuel Roberts: Maybe. I would not want to do that yet, just because I don’t know if they’re gonna be what we want, you know?

587 00:42:19.510 00:42:20.060 Mustafa Raja: Yeah.

588 00:42:20.060 00:42:27.570 Samuel Roberts: It might be what they need, but as we get a better sense of, like, what they’re doing every day, which you might already have a little bit from working on this, but…

589 00:42:28.510 00:42:28.870 Rico Rejoso: Maybe you can.

590 00:42:28.870 00:42:29.230 Samuel Roberts: You know.

591 00:42:29.230 00:42:35.300 Rico Rejoso: you can… I mean, Sam, you can check if this one is necessary once you look into it.

592 00:42:35.300 00:42:36.849 Samuel Roberts: I definitely will look through this one, too.

593 00:42:42.360 00:42:43.910 Rico Rejoso: What’s gonna put the Bible?

594 00:42:47.130 00:42:53.759 Rico Rejoso: So you get notified about this one, and decide if we can, or if we should move it under the PM sales…

595 00:42:54.090 00:42:55.260 Rico Rejoso: workflow.

596 00:42:58.530 00:42:59.310 Samuel Roberts: vegetables.

597 00:42:59.890 00:43:00.660 Rico Rejoso: Alrighty.

598 00:43:00.880 00:43:03.700 Rico Rejoso: Other than that one, this one’s 100%.

599 00:43:04.120 00:43:07.489 Rico Rejoso: Maybe we can close this up and just check with my shoes who are there.

600 00:43:09.950 00:43:11.439 Rico Rejoso: This goes way beyond…

601 00:43:11.900 00:43:17.220 Rico Rejoso: I think this one is good. This is in regards to our previous client, which we no longer have.

602 00:43:18.910 00:43:19.430 Samuel Roberts: Oh.

603 00:43:19.430 00:43:20.499 Rico Rejoso: I know this could do.

604 00:43:23.590 00:43:25.159 Rico Rejoso: And this way.

605 00:43:29.430 00:43:31.339 Rico Rejoso: Not sure about the others, but this one’s.

606 00:43:31.340 00:43:35.440 Samuel Roberts: Yeah, I can take a look at them, too. I gotta… I gotta jump for another meeting right now.

607 00:43:35.780 00:43:42.950 Rico Rejoso: Okay, no worries. Thank you so much for that, if that’s the case. Let’s just work on the current tickets that we have and check in tomorrow.

608 00:43:43.050 00:43:44.259 Rico Rejoso: Morning as well.

609 00:43:44.530 00:43:45.820 Samuel Roberts: For any updates, okay?

610 00:43:46.260 00:43:46.920 Samuel Roberts: Sounds good.

611 00:43:47.780 00:43:50.800 Rico Rejoso: Alrighty, thank you so much, guys. You have a great Monday.

612 00:43:51.000 00:43:51.940 Mustafa Raja: Thank you.

613 00:43:52.430 00:43:53.409 Casie Aviles: Take care. Thank you.

614 00:43:53.410 00:43:54.170 Mustafa Raja: Right.