Meeting Title: AI Team Project Review Sync Date: 2025-09-23 Meeting participants: Samuel Roberts, Amber Lin, Casie Aviles, Mustafa Raja
WEBVTT
1 00:00:13.120 ⇒ 00:00:14.010 Amber Lin: Okay
2 00:00:14.140 ⇒ 00:00:26.390 Amber Lin: I just saw that Justin declined this meeting, but I do want to list out some stuff that we would like his feedback on, because I don’t think he knows that much about what
3 00:00:26.590 ⇒ 00:00:34.680 Amber Lin: is available that the AI team developed. Just wanna… Wanna list that out.
4 00:00:35.360 ⇒ 00:00:41.960 Amber Lin: So, okay, let me find a document for that.
5 00:00:42.440 ⇒ 00:00:44.010 Amber Lin: Project…
6 00:00:44.530 ⇒ 00:00:46.229 Samuel Roberts: Rico coming to this, too?
7 00:00:46.650 ⇒ 00:00:55.560 Amber Lin: I hope so, but if not, we’ll just keep it brief. I’ll list out everything that I need them to review, and then,
8 00:00:56.150 ⇒ 00:00:59.210 Amber Lin: Okay. I can have that for them.
9 00:00:59.650 ⇒ 00:01:02.270 Amber Lin: Open, so this would be…
10 00:01:10.610 ⇒ 00:01:11.590 Amber Lin: Alright.
11 00:01:13.950 ⇒ 00:01:18.080 Amber Lin: I shared it in our chat,
12 00:01:19.120 ⇒ 00:01:24.070 Amber Lin: Can you guys fill in the stuff that the AI team has done?
13 00:01:24.210 ⇒ 00:01:30.859 Amber Lin: So I can ask for what type of review I need them to do, because I’m meeting with them in a bit.
14 00:01:32.510 ⇒ 00:01:35.050 Samuel Roberts: Meeting rooms.
15 00:01:35.570 ⇒ 00:01:40.469 Amber Lin: Yeah, let me think… there’s the weekly summaries.
16 00:01:40.950 ⇒ 00:01:44.960 Amber Lin: In project management… Channel.
17 00:01:47.230 ⇒ 00:01:47.890 Samuel Roberts: Okay.
18 00:01:49.410 ⇒ 00:02:01.799 Amber Lin: Formatting… Content… There’s the… Yes, Liz, we can separate it by… by…
19 00:02:02.210 ⇒ 00:02:04.319 Amber Lin: section, so this is in Slack.
20 00:02:05.360 ⇒ 00:02:07.980 Amber Lin: In the platform.
21 00:02:08.470 ⇒ 00:02:10.400 Amber Lin: There’s nothing linear.
22 00:02:14.770 ⇒ 00:02:24.999 Amber Lin: I think in the platform, it’s the… Submarines… Templates for meetings.
23 00:02:25.840 ⇒ 00:02:31.300 Amber Lin: What’s… what’s there for linear? Anything we need to review there?
24 00:02:31.650 ⇒ 00:02:32.170 Casie Aviles: I think…
25 00:02:32.170 ⇒ 00:02:32.610 Samuel Roberts: Bum.
26 00:02:32.610 ⇒ 00:02:34.050 Casie Aviles: the estimations.
27 00:02:34.440 ⇒ 00:02:39.399 Amber Lin: Oh, estimations… So, for previous cycles.
28 00:02:40.990 ⇒ 00:02:43.409 Casie Aviles: Yes, for… yeah.
29 00:02:44.560 ⇒ 00:02:48.600 Amber Lin: And for our grooming agent, who…
30 00:02:48.600 ⇒ 00:02:54.229 Samuel Roberts: This is the next thing I was gonna add from, the template, or the, the grooming standard.
31 00:02:57.230 ⇒ 00:02:58.610 Amber Lin: Do I just say groom?
32 00:02:59.220 ⇒ 00:02:59.760 Casie Aviles: Alright.
33 00:03:00.620 ⇒ 00:03:07.060 Samuel Roberts: Oh, no, I don’t think it’s… that’s not… it’s not. I’m saying… what I was saying was not… it wasn’t the grooming agent, it was the generating linear tickets. My thought… we had… there’s a bunch of…
34 00:03:07.060 ⇒ 00:03:11.560 Amber Lin: work to do on that, that I think… Okay. Generates linear tickets.
35 00:03:11.560 ⇒ 00:03:18.209 Samuel Roberts: Yeah, I think, Rico and I noticed some weird things with it, but I also… I want to fold in the…
36 00:03:18.340 ⇒ 00:03:21.120 Samuel Roberts: The standard.
37 00:03:24.030 ⇒ 00:03:27.789 Samuel Roberts: But, there’s… there’s a few… I don’t know if he made the tickets or not, but…
38 00:03:29.260 ⇒ 00:03:32.709 Amber Lin: I think this is ticketed.
39 00:03:33.270 ⇒ 00:03:34.709 Amber Lin: This is not…
40 00:03:35.190 ⇒ 00:03:48.619 Samuel Roberts: Yeah, I think I made, er, there was a list of interlude tickets, that had kind of included a couple of these, because we had discussed it early in the call before other people jumped on.
41 00:03:48.900 ⇒ 00:03:50.570 Samuel Roberts: So, I think there’s just some…
42 00:03:52.150 ⇒ 00:03:55.760 Amber Lin: platform… Meeting naming.
43 00:03:56.360 ⇒ 00:03:58.459 Samuel Roberts: Yes, we did discuss that.
44 00:03:58.620 ⇒ 00:04:09.689 Amber Lin: And also the classification, because the… the client hub itself doesn’t really get the meetings. It usually ends up being… we have to go to, like, the… where every meeting lives to get it.
45 00:04:11.690 ⇒ 00:04:12.540 Samuel Roberts: Really?
46 00:04:12.540 ⇒ 00:04:13.210 Amber Lin: Yeah.
47 00:04:13.480 ⇒ 00:04:16.550 Amber Lin: To the client hubs.
48 00:04:16.550 ⇒ 00:04:17.849 Samuel Roberts: Oh, interesting, I haven’t.
49 00:04:17.850 ⇒ 00:04:22.119 Amber Lin: It’s usually not there, so I haven’t looked in the client hubs yet.
50 00:04:22.120 ⇒ 00:04:27.479 Samuel Roberts: So if you’re on the client page and you’re chatting, it’s not helpful, it’s not giving.
51 00:04:27.480 ⇒ 00:04:33.249 Amber Lin: I’m not really using that, because a lot of times, say for the client.
52 00:04:33.370 ⇒ 00:04:36.459 Amber Lin: It doesn’t always get classified in here.
53 00:04:36.660 ⇒ 00:04:40.919 Amber Lin: I feel like it’s because of the names get changed.
54 00:04:40.920 ⇒ 00:04:43.120 Samuel Roberts: Names definitely make a difference, yeah.
55 00:04:43.120 ⇒ 00:04:50.290 Amber Lin: So if it says Eden, then I think it will… it will get categorized there.
56 00:04:52.480 ⇒ 00:04:55.689 Samuel Roberts: Yeah, that’s definitely something we need to… the names might help that.
57 00:04:55.950 ⇒ 00:05:07.990 Amber Lin: Yeah, I think once we… oh, I mean, like, this one shouldn’t be in over steps. Is there a feature we can reorganize the meetings? Like, can someone just do it here? Like, if I see this is.
58 00:05:07.990 ⇒ 00:05:16.679 Samuel Roberts: We could add something like that, but I think… I think let’s focus on getting the names right, and then, like, using the titles from the calendar with, like, a subtitle description.
59 00:05:17.200 ⇒ 00:05:19.020 Mustafa Raja: But, like, we can search companies.
60 00:05:19.760 ⇒ 00:05:33.749 Mustafa Raja: What we have right now is if the meeting isn’t classified correctly, we can assign that to a client, in the Teams, section, in the meeting.
61 00:05:34.240 ⇒ 00:05:38.040 Amber Lin: So if we click on a meeting… Oh…
62 00:05:38.040 ⇒ 00:05:39.070 Samuel Roberts: Oh, yeah, okay, good.
63 00:05:39.070 ⇒ 00:05:47.799 Amber Lin: Great, that’s what I needed. So that is actually internal. Like, I feel like we might need internal teams, because then.
64 00:05:47.800 ⇒ 00:05:51.879 Samuel Roberts: That’s work… that’s being worked on. Departments, if you look, but I don’t think it’s.
65 00:05:51.880 ⇒ 00:05:53.910 Mustafa Raja: Oh, yeah, yeah, yeah, yeah.
66 00:05:53.910 ⇒ 00:05:56.079 Samuel Roberts: This is being worked on for this exact purpose.
67 00:05:56.470 ⇒ 00:05:57.400 Amber Lin: Okay, great.
68 00:05:58.070 ⇒ 00:05:59.040 Amber Lin: Okay, this is not…
69 00:05:59.040 ⇒ 00:06:01.750 Mustafa Raja: I, I, I, I guess,
70 00:06:02.270 ⇒ 00:06:06.670 Mustafa Raja: Hmm, but departments… departments wouldn’t really,
71 00:06:06.880 ⇒ 00:06:12.759 Mustafa Raja: what’s it called? Do it, We can have the…
72 00:06:13.290 ⇒ 00:06:15.330 Amber Lin: Yeah, I agree, because there’s…
73 00:06:15.330 ⇒ 00:06:16.030 Mustafa Raja: zoom.
74 00:06:16.030 ⇒ 00:06:20.779 Amber Lin: More than one internal team. Maybe we can have it, like, Clockify?
75 00:06:21.090 ⇒ 00:06:25.089 Amber Lin: like, just copy over the same names as Clockify, do you think?
76 00:06:25.090 ⇒ 00:06:26.980 Samuel Roberts: What do you… wait, I don’t understand. What do you mean?
77 00:06:26.980 ⇒ 00:06:28.260 Amber Lin: some,
78 00:06:28.340 ⇒ 00:06:47.560 Amber Lin: Because departments might include multiple teams, but if we want to classify here at the same granularity, we could also just have sales team, or marketing team, and we’ll just have it as not… because department is one level higher than the teams, right?
79 00:06:47.560 ⇒ 00:06:49.130 Samuel Roberts: Yeah, that’s fine, we can have both.
80 00:06:49.130 ⇒ 00:06:50.550 Amber Lin: Oh, okay, that works.
81 00:06:50.800 ⇒ 00:06:56.759 Samuel Roberts: I mean, there could be… my thought is that there could be multiple departments on a meeting, so it’s like, if you…
82 00:06:56.760 ⇒ 00:06:57.890 Amber Lin: I’m working for you.
83 00:06:57.890 ⇒ 00:07:02.050 Samuel Roberts: or a salesperson, you can go… Oh, that’s smart.
84 00:07:02.340 ⇒ 00:07:05.469 Samuel Roberts: The department’s thing, and it’ll see everything that’s been tagged.
85 00:07:06.020 ⇒ 00:07:10.950 Samuel Roberts: Sales, which could be some client meetings, could be some sales calls, could be internal stuff.
86 00:07:10.950 ⇒ 00:07:16.939 Amber Lin: Oh, so we need to enable multi-select, because if we want to classify, it needs to be multiple teams.
87 00:07:17.280 ⇒ 00:07:22.770 Samuel Roberts: It would be one by… this might become client, and the other one becomes, like, team or department.
88 00:07:23.340 ⇒ 00:07:23.980 Mustafa Raja: Yeah.
89 00:07:24.420 ⇒ 00:07:25.090 Amber Lin: Okay.
90 00:07:25.450 ⇒ 00:07:26.130 Amber Lin: That works.
91 00:07:26.130 ⇒ 00:07:32.810 Samuel Roberts: So I think we want to have the client section that has meetings organized by client, and the department section that has it organized by department or team.
92 00:07:32.880 ⇒ 00:07:33.909 Amber Lin: I think…
93 00:07:34.370 ⇒ 00:07:44.369 Samuel Roberts: We’ll have both, and there’ll probably be a double drop-down there, one for client, one for team. Some will have no client, just internal, some will have multiple departments, some… yeah.
94 00:07:44.890 ⇒ 00:07:45.909 Samuel Roberts: Yeah, okay.
95 00:07:47.060 ⇒ 00:07:52.679 Amber Lin: Deals… Oh, what? Is this linked to HubSpot?
96 00:07:55.190 ⇒ 00:07:56.190 Mustafa Raja: delete?
97 00:07:57.070 ⇒ 00:07:58.530 Amber Lin: Huh, really cool.
98 00:07:58.810 ⇒ 00:08:02.260 Samuel Roberts: We’re, yeah, that’s another thing we’re working on, updating.
99 00:08:02.520 ⇒ 00:08:04.240 Samuel Roberts: Because it got a little stale, I think.
100 00:08:04.330 ⇒ 00:08:23.229 Amber Lin: Yeah, I know right now we’re mostly using the chat inside a meeting. I don’t think we’re using the client chat that much, but once the meetings get classified and we update the naming, I think this will become a lot more useful, so I can ask Justin…
101 00:08:23.460 ⇒ 00:08:26.220 Amber Lin: Yeah, definitely. Firing out the client.
102 00:08:26.760 ⇒ 00:08:28.430 Amber Lin: Hub Chat.
103 00:08:32.080 ⇒ 00:08:41.229 Amber Lin: Okay, anything more on linear? Oh, I know there’s, like, a meeting comment, or meeting rating.
104 00:08:41.409 ⇒ 00:08:49.160 Amber Lin: agent for Zoom? Is that… is that it? Because I remember you guys were asking what makes a good meeting.
105 00:08:49.560 ⇒ 00:08:51.270 Samuel Roberts: Is that the one that posts in Slack?
106 00:08:52.110 ⇒ 00:08:53.370 Amber Lin: I think so, yeah.
107 00:08:53.710 ⇒ 00:08:58.550 Casie Aviles: It’s, it sends it as a reply to the meeting summaries being sent.
108 00:09:01.300 ⇒ 00:09:07.540 Amber Lin: Let me check with Justin if that’s… Quality score.
109 00:09:07.980 ⇒ 00:09:10.440 Samuel Roberts: Yeah, there’s definitely improvements to be made there, I think it’s…
110 00:09:10.440 ⇒ 00:09:12.030 Amber Lin: This is huge.
111 00:09:12.870 ⇒ 00:09:13.550 Samuel Roberts: It’s…
112 00:09:14.230 ⇒ 00:09:21.230 Samuel Roberts: good, but I think it could be better, based on what I’ve seen. To be honest, I don’t check those as much, I just go to the chat. But…
113 00:09:21.660 ⇒ 00:09:25.640 Amber Lin: Okay. Any other automations in Linear?
114 00:09:26.730 ⇒ 00:09:29.379 Samuel Roberts: The linear… I think the only other thing is the…
115 00:09:30.060 ⇒ 00:09:33.500 Samuel Roberts: Well, the grooming agent, but also the ticket generation part.
116 00:09:33.960 ⇒ 00:09:36.730 Samuel Roberts: Oh, it’s in Platform, I see, okay. Yeah.
117 00:09:40.580 ⇒ 00:09:42.959 Samuel Roberts: Not that I can think of.
118 00:09:43.370 ⇒ 00:09:50.710 Amber Lin: When you say platform-gen generate linear tickets, do you mean meeting-specific generation, or do you mean the AI agent here?
119 00:09:51.120 ⇒ 00:09:53.029 Samuel Roberts: Both. I think they use the same code.
120 00:09:53.210 ⇒ 00:09:55.380 Amber Lin: Okay, so for both…
121 00:09:58.810 ⇒ 00:10:05.599 Samuel Roberts: Like, I think basically what happens is that I think the… Linear ticket standalone piece?
122 00:10:07.440 ⇒ 00:10:11.310 Samuel Roberts: Just takes the, whatever you give it.
123 00:10:11.540 ⇒ 00:10:14.500 Samuel Roberts: Whereas the one on the meeting is fed the transcript.
124 00:10:14.730 ⇒ 00:10:15.500 Amber Lin: Mmm, I see.
125 00:10:15.500 ⇒ 00:10:21.260 Samuel Roberts: So you could do the same thing by copying the transcript and pasting it in, but it’s just a little more convenient to have it right there.
126 00:10:22.820 ⇒ 00:10:33.339 Samuel Roberts: But I think they work the same. I would definitely ask you to, like, test both of them out a little bit and get some feedback on that, because Rico and I noticed a few weird things, and I would love to get the, like.
127 00:10:33.470 ⇒ 00:10:38.490 Samuel Roberts: Picket Standard piece into that prompt, too, so it… Populates the right way.
128 00:10:38.700 ⇒ 00:10:39.800 Amber Lin: Yeah, okay.
129 00:10:40.260 ⇒ 00:10:43.040 Amber Lin: It says it’s coming soon.
130 00:10:43.380 ⇒ 00:10:46.359 Samuel Roberts: Did I not push those? I was working on those, I don’t think they got… Oh, okay.
131 00:10:46.820 ⇒ 00:10:51.869 Samuel Roberts: Yeah, I think they might not get pushed, but, they are there, I just need to get them up and running again.
132 00:10:51.870 ⇒ 00:10:57.189 Amber Lin: Okay, let me see… If I create… can’t create tickets…
133 00:10:57.190 ⇒ 00:10:57.759 Samuel Roberts: And then if there’.
134 00:10:57.760 ⇒ 00:11:02.099 Amber Lin: Trade Ticket have context of our current tickets? No, right?
135 00:11:04.660 ⇒ 00:11:05.270 Casie Aviles: I ain’t…
136 00:11:05.270 ⇒ 00:11:07.249 Mustafa Raja: We can add that.
137 00:11:07.720 ⇒ 00:11:16.609 Samuel Roberts: We can definitely, yeah, we can definitely feed that in at some point. I don’t think it does, to be honest, like, I’ve migrated a lot of this stuff over from the old platform and didn’t dig into how it works really well, but…
138 00:11:16.610 ⇒ 00:11:17.460 Amber Lin: Hmm, okay.
139 00:11:17.460 ⇒ 00:11:19.250 Samuel Roberts: I… I can… we can look into that.
140 00:11:19.510 ⇒ 00:11:21.010 Mustafa Raja: I’ll put it back.
141 00:11:22.420 ⇒ 00:11:32.729 Samuel Roberts: Yeah, definitely, we can create a ticket for it, at least, because there’s definitely other changes to the linear tickets that I want to add, like the standard and stuff, so… that might be a little project in itself.
142 00:11:36.430 ⇒ 00:11:40.639 Amber Lin: Has Rico helped… started to help you guys PM the project?
143 00:11:42.070 ⇒ 00:11:45.040 Samuel Roberts: Yeah, he’s been in our check-ins in the morning.
144 00:11:45.290 ⇒ 00:11:51.270 Amber Lin: Is it, is it helpful? Do you guys think you need more grooming or organizing?
145 00:11:53.320 ⇒ 00:11:57.839 Samuel Roberts: Yeah, I think… I think it’s been helpful at least getting us to, like, go through.
146 00:11:57.840 ⇒ 00:11:58.800 Amber Lin: Everything.
147 00:11:58.800 ⇒ 00:12:03.060 Samuel Roberts: I mean, we were kind of doing some of that already,
148 00:12:03.260 ⇒ 00:12:06.379 Samuel Roberts: But we weren’t necessarily, like, filling everything out.
149 00:12:06.720 ⇒ 00:12:08.240 Amber Lin: Hmm. Okay.
150 00:12:08.240 ⇒ 00:12:10.220 Samuel Roberts: Like, we had a lot of the contacts, but…
151 00:12:10.220 ⇒ 00:12:13.379 Amber Lin: Take… everything has deadlines and estimates here, that’s good.
152 00:12:13.380 ⇒ 00:12:16.340 Samuel Roberts: Yeah, he helped with that this morning, which is good.
153 00:12:16.640 ⇒ 00:12:17.580 Samuel Roberts: Bang.
154 00:12:17.580 ⇒ 00:12:23.860 Amber Lin: And then… These are the only 3 things in progress right now.
155 00:12:25.470 ⇒ 00:12:26.319 Amber Lin: In terms of projects?
156 00:12:26.320 ⇒ 00:12:27.860 Samuel Roberts: license view,
157 00:12:29.650 ⇒ 00:12:30.330 Amber Lin: The system.
158 00:12:30.330 ⇒ 00:12:31.120 Samuel Roberts: projects?
159 00:12:31.120 ⇒ 00:12:31.800 Amber Lin: Yeah, just by.
160 00:12:31.800 ⇒ 00:12:33.509 Samuel Roberts: Oh, I haven’t really been…
161 00:12:34.100 ⇒ 00:12:42.430 Samuel Roberts: I’ve been… well, one of the things we’ve been working on, Rico and I, was, making projects that tie to the OKRs and KPIs.
162 00:12:42.430 ⇒ 00:12:43.999 Amber Lin: Mmm, great, yeah.
163 00:12:44.000 ⇒ 00:12:48.530 Samuel Roberts: And so, instead of it being, like, separate things, it’ll be, like.
164 00:12:48.810 ⇒ 00:12:51.149 Samuel Roberts: Does this move the needle on this KPI? Yes.
165 00:12:51.150 ⇒ 00:12:54.000 Amber Lin: Okay, great. So I’ll…
166 00:12:54.000 ⇒ 00:12:59.090 Samuel Roberts: I’m still working on going through the backlog a little bit, but that’s the goal.
167 00:12:59.280 ⇒ 00:13:12.359 Amber Lin: Yeah, okay. I’m checking in with him, like, right now, so I’ll… I’ll see how he’s at with that, if he needs help, but I think he’s… he will be capable to do that. I’ll check in maybe next week on how that’s going.
168 00:13:13.600 ⇒ 00:13:25.260 Amber Lin: All right, thank you all. I’ll check in with Justin and Rico on these items, and then hopefully I can get their review, like, maybe this week, because today we have other agendas, but I’ll check with them.
169 00:13:25.260 ⇒ 00:13:26.380 Samuel Roberts: Yeah, totally, totally.
170 00:13:26.560 ⇒ 00:13:27.200 Amber Lin: Right.
171 00:13:27.400 ⇒ 00:13:28.550 Amber Lin: Thank you so much.
172 00:13:28.550 ⇒ 00:13:29.220 Mustafa Raja: Thank you.
173 00:13:29.530 ⇒ 00:13:30.629 Amber Lin: Thanks, bye!
174 00:13:31.170 ⇒ 00:13:31.740 Mustafa Raja: But…