Meeting Title: AI Work Sync Date: 2025-09-24 Meeting participants: Samuel Roberts, Mustafa Raja
WEBVTT
1 00:01:46.970 ⇒ 00:01:48.000 Samuel Roberts: Ayy.
2 00:01:48.580 ⇒ 00:01:52.869 Mustafa Raja: Hey, for some reason, when I’m trying to join it from the link, it’s…
3 00:01:53.390 ⇒ 00:01:55.759 Mustafa Raja: It can… it keeps loading up.
4 00:01:56.190 ⇒ 00:01:59.569 Samuel Roberts: the link on a calendar, or on that little Slack?
5 00:01:59.570 ⇒ 00:02:00.710 Mustafa Raja: calendar.
6 00:02:00.710 ⇒ 00:02:04.870 Samuel Roberts: Okay. Yeah, I noticed the Slackbot made it different than it normally looks.
7 00:02:05.340 ⇒ 00:02:05.840 Mustafa Raja: Yeah.
8 00:02:05.840 ⇒ 00:02:11.519 Samuel Roberts: giving it a try today, because I figured it’d be easy, but it definitely did something weird with the Zoom, but I think it’s still recording, so we’re good.
9 00:02:11.830 ⇒ 00:02:12.470 Mustafa Raja: Yeah.
10 00:02:12.940 ⇒ 00:02:14.949 Samuel Roberts: Yeah, weird that it wouldn’t let you get in, that’s…
11 00:02:15.270 ⇒ 00:02:23.260 Samuel Roberts: But let’s not, let’s talk about that right now. We got 30 minutes, I gotta hop off at 4.30. I have that call with,
12 00:02:23.580 ⇒ 00:02:27.489 Samuel Roberts: Anna, about the… How she works on a deck and stuff.
13 00:02:28.040 ⇒ 00:02:30.210 Mustafa Raja: Okay, so…
14 00:02:30.210 ⇒ 00:02:30.890 Samuel Roberts: Yeah, tricky.
15 00:02:30.890 ⇒ 00:02:31.440 Mustafa Raja: And.
16 00:02:31.440 ⇒ 00:02:38.140 Samuel Roberts: what we were connecting on today, to be honest. I know we talked about that the last thing, with the HubSpot stuff and syncing, but…
17 00:02:38.290 ⇒ 00:02:41.000 Samuel Roberts: I don’t remember why we initially were setting this up.
18 00:02:41.310 ⇒ 00:02:42.450 Mustafa Raja: Yeah, me too.
19 00:02:42.570 ⇒ 00:02:45.419 Mustafa Raja: Let me actually share my screen. Perfect.
20 00:02:57.690 ⇒ 00:03:03.840 Mustafa Raja: I believe it, it was about, our logic…
21 00:03:04.190 ⇒ 00:03:09.710 Mustafa Raja: For deals, sorry, for departments, how we are going to cater that.
22 00:03:10.010 ⇒ 00:03:11.239 Samuel Roberts: That’s right, okay.
23 00:03:11.750 ⇒ 00:03:13.909 Mustafa Raja: Yeah, it’s loading up.
24 00:03:15.510 ⇒ 00:03:17.110 Mustafa Raja: Why is it taking so long?
25 00:03:24.060 ⇒ 00:03:26.409 Samuel Roberts: Yeah, sometimes it’s just slow, because it’s a…
26 00:03:27.230 ⇒ 00:03:30.609 Samuel Roberts: The dev server, I noticed, is very slow with Next compared to the build.
27 00:03:31.520 ⇒ 00:03:32.490 Mustafa Raja: Yeah…
28 00:03:32.720 ⇒ 00:03:34.220 Samuel Roberts: What’s the console saying?
29 00:03:35.410 ⇒ 00:03:37.489 Mustafa Raja: Oh, no, it hasn’t even compiled.
30 00:03:37.490 ⇒ 00:03:38.340 Samuel Roberts: Not anything yet.
31 00:03:40.090 ⇒ 00:03:43.519 Mustafa Raja: It says that it’s compiled, I noticed a little bit.
32 00:03:43.520 ⇒ 00:03:44.620 Samuel Roberts: Age isn’t loading?
33 00:03:45.860 ⇒ 00:03:51.420 Mustafa Raja: Nope. It did work earlier, it really might just be my internet, to be honest.
34 00:03:51.420 ⇒ 00:03:55.060 Samuel Roberts: It should be local, really, so it shouldn’t matter, it should still hit that page.
35 00:03:55.530 ⇒ 00:03:58.000 Mustafa Raja: Yeah, yeah, that’s true.
36 00:03:58.330 ⇒ 00:04:01.480 Samuel Roberts: Maybe… kill it and restart it?
37 00:04:07.960 ⇒ 00:04:11.980 Samuel Roberts: And also open the, the dev tools will help for…
38 00:04:11.980 ⇒ 00:04:12.780 Mustafa Raja: Oh, yeah.
39 00:04:13.360 ⇒ 00:04:17.659 Samuel Roberts: Oh, cool, okay, we’re good then. It must have just been a weird… maybe it was a cache thing or something.
40 00:04:17.660 ⇒ 00:04:18.420 Mustafa Raja: Yeah.
41 00:04:18.670 ⇒ 00:04:24.940 Mustafa Raja: Okay, okay, yeah, so, so we see that… If we go to engineering…
42 00:04:27.960 ⇒ 00:04:35.339 Mustafa Raja: Yeah, so these are man… I manually, added those in our Superbase.
43 00:04:44.650 ⇒ 00:04:46.220 Mustafa Raja: Meeting record.
44 00:04:46.670 ⇒ 00:04:47.360 Mustafa Raja: Hmm.
45 00:04:47.520 ⇒ 00:04:52.730 Mustafa Raja: Yeah, so… Wait.
46 00:04:57.410 ⇒ 00:05:12.189 Mustafa Raja: Yeah, so some of the… I randomly picked up meetings and, added, filled up the arrays, to see if it’s going to work or not. I think, if we want, we’ll have to craft some, client hubs.
47 00:05:12.410 ⇒ 00:05:14.630 Mustafa Raja: Because this isn’t going to work.
48 00:05:15.880 ⇒ 00:05:17.140 Samuel Roberts: Boris, okay.
49 00:05:17.520 ⇒ 00:05:26.610 Mustafa Raja: Yeah, apart from that, yeah, so the logic, to get these working was…
50 00:05:31.510 ⇒ 00:05:32.280 Mustafa Raja: warm.
51 00:05:33.340 ⇒ 00:05:39.319 Mustafa Raja: Yeah, I think we wanted to, move this to master or something.
52 00:05:39.770 ⇒ 00:05:40.610 Samuel Roberts: Yeah.
53 00:05:41.200 ⇒ 00:05:47.789 Samuel Roberts: I really gotta spend some time digging into how the client hubs even work, and how the windmill works, and how the Zoom stuff works.
54 00:05:48.590 ⇒ 00:05:49.370 Mustafa Raja: Yeah.
55 00:05:50.570 ⇒ 00:05:56.310 Mustafa Raja: So… so yeah, this is the prompt. I guess we’ll have to…
56 00:05:56.680 ⇒ 00:06:01.160 Mustafa Raja: Graft a better one, because it didn’t work really well with
57 00:06:01.450 ⇒ 00:06:02.900 Mustafa Raja: The example that we were looking.
58 00:06:02.900 ⇒ 00:06:03.880 Samuel Roberts: Yeah.
59 00:06:05.400 ⇒ 00:06:09.750 Mustafa Raja: So, yeah, let me know, let me know how I should, pack.
60 00:06:09.750 ⇒ 00:06:10.180 Samuel Roberts: Because…
61 00:06:10.320 ⇒ 00:06:17.889 Mustafa Raja: Really, the step next is, adding this to windmill, and then… where is it?
62 00:06:18.250 ⇒ 00:06:23.280 Mustafa Raja: Yeah, adding this webhook to Windmill, and then the back fit, that’s all.
63 00:06:25.420 ⇒ 00:06:26.370 Samuel Roberts: Okay.
64 00:06:28.400 ⇒ 00:06:33.339 Mustafa Raja: And for the, for the deals one, what’s really happening is
65 00:06:33.470 ⇒ 00:06:41.099 Mustafa Raja: we sort of have two… two IDs for the same client, sometimes.
66 00:06:41.960 ⇒ 00:06:44.040 Samuel Roberts: -Oh, is that… How’s that happen?
67 00:06:44.040 ⇒ 00:07:04.450 Mustafa Raja: the HubSpot recognizes both of them via the URL, but via API, only one of them is recognizable. That is why for some of the deals, we are seeing that it’s not sending us back associated contacts.
68 00:07:04.450 ⇒ 00:07:05.080 Samuel Roberts: Okay, let’s…
69 00:07:05.080 ⇒ 00:07:05.770 Mustafa Raja: I assume.
70 00:07:05.770 ⇒ 00:07:10.349 Samuel Roberts: let’s dig into that a little bit, because I think… I actually would love to spend some time with the
71 00:07:10.570 ⇒ 00:07:13.330 Samuel Roberts: like… The department stuff…
72 00:07:14.900 ⇒ 00:07:20.069 Samuel Roberts: I want to think through and, like, back up a little bit, because I think there’s some stuff we can figure out, like…
73 00:07:21.020 ⇒ 00:07:27.099 Mustafa Raja: Okay, okay, so the department, we don’t want to make urgent decisions, right? That’s what.
74 00:07:27.100 ⇒ 00:07:31.469 Samuel Roberts: You know, I’m thinking… I’m wondering, like, do we need an agent every time, you know?
75 00:07:33.850 ⇒ 00:07:38.219 Mustafa Raja: Yeah, so we see that this is the,
76 00:07:39.510 ⇒ 00:07:55.389 Mustafa Raja: what’s it called? The, this call… this was called by our HubSpot trigger via the call another… execute by another workflow, but let’s try what I did earlier.
77 00:07:57.000 ⇒ 00:08:00.770 Samuel Roberts: What else are we getting from HubSpot? We’re doing… so that’s deal creation.
78 00:08:01.700 ⇒ 00:08:04.719 Samuel Roberts: I think we are doing creation and deletion only for now.
79 00:08:04.870 ⇒ 00:08:06.949 Samuel Roberts: Okay, that’s what I’m wondering, cool.
80 00:08:07.570 ⇒ 00:08:10.070 Mustafa Raja: We should do updation also.
81 00:08:10.910 ⇒ 00:08:17.060 Samuel Roberts: Yeah, eventually… well, eventually we may just want to… have…
82 00:08:19.300 ⇒ 00:08:22.569 Samuel Roberts: it go to the API directly? Like.
83 00:08:22.980 ⇒ 00:08:24.130 Mustafa Raja: Oh yeah, vehicle…
84 00:08:24.130 ⇒ 00:08:24.530 Samuel Roberts: That’s a whole.
85 00:08:24.530 ⇒ 00:08:24.930 Mustafa Raja: Interesting.
86 00:08:24.930 ⇒ 00:08:30.270 Samuel Roberts: If we’re gonna add another feature, that might be the conversation then, but let’s, let’s figure out… okay.
87 00:08:32.450 ⇒ 00:08:32.909 Mustafa Raja: Yellow.
88 00:08:32.919 ⇒ 00:08:34.439 Samuel Roberts: Do you have HubSpot access?
89 00:08:35.580 ⇒ 00:08:38.290 Mustafa Raja: Yeah, I do. You should too.
90 00:08:38.429 ⇒ 00:08:39.040 Mustafa Raja: Yeah, I did.
91 00:08:39.049 ⇒ 00:08:40.319 Samuel Roberts: now.
92 00:08:40.320 ⇒ 00:08:40.929 Mustafa Raja: Okay.
93 00:08:41.500 ⇒ 00:08:43.080 Samuel Roberts: what I’m wondering is, like.
94 00:08:43.370 ⇒ 00:08:47.799 Samuel Roberts: Can we f- do we know how to figure out which ID is the right one to hit?
95 00:08:49.140 ⇒ 00:08:51.510 Mustafa Raja: Hmm…
96 00:08:54.800 ⇒ 00:08:56.850 Mustafa Raja: Wait, I love me.
97 00:08:57.650 ⇒ 00:09:00.089 Mustafa Raja: Why is it this one? This one?
98 00:09:01.610 ⇒ 00:09:08.719 Mustafa Raja: I can go to the other branch and show you an example that I did, stumble upon with.
99 00:09:08.720 ⇒ 00:09:09.770 Samuel Roberts: Yeah, that’s exactly what I’m.
100 00:09:09.770 ⇒ 00:09:10.190 Mustafa Raja: I’m done.
101 00:09:10.190 ⇒ 00:09:10.970 Samuel Roberts: Perfect.
102 00:09:11.320 ⇒ 00:09:14.120 Mustafa Raja: The rules.
103 00:09:14.590 ⇒ 00:09:17.340 Mustafa Raja: And then let’s go to deals.
104 00:09:17.530 ⇒ 00:09:18.190 Mustafa Raja: Nope.
105 00:09:19.740 ⇒ 00:09:22.950 Samuel Roberts: That’s Departments 1. Gotta go back, I think, probably.
106 00:09:22.950 ⇒ 00:09:24.249 Mustafa Raja: Oh, yeah, because…
107 00:09:24.250 ⇒ 00:09:24.670 Samuel Roberts: Yeah.
108 00:09:24.670 ⇒ 00:09:26.420 Mustafa Raja: No, it doesn’t.
109 00:09:26.420 ⇒ 00:09:27.959 Samuel Roberts: Yeah, exactly, exactly.
110 00:09:28.120 ⇒ 00:09:29.930 Mustafa Raja: Dean’s, bro.
111 00:09:33.710 ⇒ 00:09:34.179 Samuel Roberts: Oh, no.
112 00:09:34.180 ⇒ 00:09:35.080 Mustafa Raja: combining.
113 00:09:35.330 ⇒ 00:09:37.159 Samuel Roberts: It might be compu- yeah, it takes a second, it’s so…
114 00:09:37.560 ⇒ 00:09:44.669 Samuel Roberts: It’s so frustrating. That’s another thing we might want to look at from the UI standpoint, is, like, start the loading indicator early, but that’s a lot of it.
115 00:09:45.410 ⇒ 00:09:50.520 Mustafa Raja: Oh, yeah, I think it… they have a loading.js file which takes care of this.
116 00:09:51.010 ⇒ 00:09:57.190 Samuel Roberts: Yeah, it just… I think maybe it’s not compiling anyway, because it’s still taking a second, no matter what we do developing, but…
117 00:09:58.530 ⇒ 00:10:04.270 Mustafa Raja: Yeah, so, let’s look into this.
118 00:10:05.610 ⇒ 00:10:13.080 Mustafa Raja: So we see that this is the… this is the ID that this, this deal sent it, right?
119 00:10:13.370 ⇒ 00:10:21.529 Mustafa Raja: This is the ID that this deal sent it, and if we go here, and go to deals…
120 00:10:21.650 ⇒ 00:10:23.020 Mustafa Raja: Where’s deals?
121 00:10:24.130 ⇒ 00:10:27.840 Mustafa Raja: deals… And open up any deal.
122 00:10:28.620 ⇒ 00:10:31.939 Mustafa Raja: And replace this ID with this one.
123 00:10:35.890 ⇒ 00:10:36.620 Mustafa Raja: Bro.
124 00:10:37.600 ⇒ 00:10:40.530 Mustafa Raja: It opened up the right one before.
125 00:10:41.870 ⇒ 00:10:42.680 Mustafa Raja: Okay.
126 00:10:42.680 ⇒ 00:10:45.459 Samuel Roberts: Is it… is… that’s con… what.
127 00:10:45.710 ⇒ 00:10:47.139 Mustafa Raja: So…
128 00:10:47.140 ⇒ 00:10:49.429 Samuel Roberts: Click on a deal again? Oh, that’s fine, yeah.
129 00:10:52.790 ⇒ 00:10:57.019 Mustafa Raja: Yeah, is it the same one? No. It’s a different one.
130 00:10:57.130 ⇒ 00:11:04.759 Mustafa Raja: Oh, no, no, oh, sorry. Yeah, this, yeah, this should, yeah, this is the correct one. And… Oh, this is the correct.
131 00:11:04.760 ⇒ 00:11:07.889 Samuel Roberts: company and a deal page. Is that what I’m finding here?
132 00:11:08.600 ⇒ 00:11:14.809 Mustafa Raja: What, so what happens is, we want to get these two contacts, right?
133 00:11:15.590 ⇒ 00:11:16.180 Samuel Roberts: B.
134 00:11:16.560 ⇒ 00:11:28.139 Mustafa Raja: Why do we need this? Because what we are going to do is we are going to, based on their names, see if they exist in any of our meetings, participants or not.
135 00:11:28.610 ⇒ 00:11:29.770 Samuel Roberts: Totally, okay.
136 00:11:29.880 ⇒ 00:11:31.250 Samuel Roberts: So, I guess my question is…
137 00:11:31.250 ⇒ 00:11:32.220 Mustafa Raja: We… we…
138 00:11:32.220 ⇒ 00:11:33.429 Samuel Roberts: Okay, keep going, keep going.
139 00:11:33.710 ⇒ 00:11:45.100 Mustafa Raja: The way we do this is we send the deal over here, and based on the deal, we try to see, we try to look for the company, and from the company, we go to the contacts.
140 00:11:45.100 ⇒ 00:11:54.449 Mustafa Raja: This is what’s happening over here. Now, we did send it the deal ID, which was correct. And then when it…
141 00:11:54.450 ⇒ 00:11:58.770 Mustafa Raja: when it gave it… when it gave the…
142 00:11:58.960 ⇒ 00:12:04.059 Mustafa Raja: when it tried to look up the company, it used this ID,
143 00:12:04.930 ⇒ 00:12:07.210 Mustafa Raja: Which throws us back to this one.
144 00:12:07.920 ⇒ 00:12:09.630 Samuel Roberts: Weird. Okay, okay.
145 00:12:09.630 ⇒ 00:12:12.390 Mustafa Raja: So, what I am feeling is…
146 00:12:12.680 ⇒ 00:12:16.479 Mustafa Raja: there must be some sort of 2ID thing going on.
147 00:12:16.480 ⇒ 00:12:20.650 Samuel Roberts: Yeah, can you Slack me that number? Or the two numbers, I guess? Or the one that…
148 00:12:21.130 ⇒ 00:12:23.069 Samuel Roberts: Doesn’t work, but works in the URL.
149 00:12:23.890 ⇒ 00:12:31.610 Mustafa Raja: Yeah, yeah, this is the one that works in the… works in the URL, but doesn’t work. This is the company ID.
150 00:12:32.780 ⇒ 00:12:33.660 Mustafa Raja: Company…
151 00:12:33.660 ⇒ 00:12:34.290 Samuel Roberts: Let me jump into.
152 00:12:34.290 ⇒ 00:12:36.829 Mustafa Raja: I might be getting it wrong, but this…
153 00:12:36.830 ⇒ 00:12:41.820 Samuel Roberts: That’s fine, I’m gonna try to figure this out, actually. I wanna see… I’m not super familiar with HubSpot’s, like.
154 00:12:41.820 ⇒ 00:12:45.369 Mustafa Raja: Now, there’s one more thing. There’s one more thing.
155 00:12:45.610 ⇒ 00:12:47.340 Samuel Roberts: And what that is…
156 00:12:48.040 ⇒ 00:12:51.060 Mustafa Raja: We can get contacts directly from
157 00:12:51.970 ⇒ 00:13:00.060 Mustafa Raja: deals. But you see that the deals only has one contact, whereas the company has both of them.
158 00:13:02.580 ⇒ 00:13:04.430 Samuel Roberts: Okay.
159 00:13:04.430 ⇒ 00:13:07.860 Mustafa Raja: And this is, this is true across all of the deans.
160 00:13:07.860 ⇒ 00:13:10.250 Samuel Roberts: Yeah, some people will be on the deal, some people will just be careful.
161 00:13:10.250 ⇒ 00:13:11.310 Mustafa Raja: Yeah, yeah, yeah.
162 00:13:11.630 ⇒ 00:13:12.010 Samuel Roberts: Okay.
163 00:13:12.010 ⇒ 00:13:17.559 Mustafa Raja: So, the goal, I think the goal would be to not miss anyone, because we don’t know,
164 00:13:17.560 ⇒ 00:13:18.789 Samuel Roberts: Yeah, someone might hop on.
165 00:13:18.790 ⇒ 00:13:20.780 Mustafa Raja: To be on the meeting.
166 00:13:21.160 ⇒ 00:13:22.000 Samuel Roberts: Totally.
167 00:13:23.360 ⇒ 00:13:31.839 Mustafa Raja: Yeah, so this is the thing that is going on, on the deals side. So let me know what we want to do about
168 00:13:32.150 ⇒ 00:13:35.550 Mustafa Raja: Both of them, for the deals and for the departments.
169 00:13:35.550 ⇒ 00:13:38.520 Samuel Roberts: Yeah, let me jump into HubSpot real quick and just…
170 00:13:38.520 ⇒ 00:13:39.630 Mustafa Raja: Yeah, yeah, yeah, yeah.
171 00:13:39.630 ⇒ 00:13:43.420 Samuel Roberts: click that number, and I see a… Contacts?
172 00:13:43.420 ⇒ 00:13:46.980 Mustafa Raja: Do you want… do you want me to send this URL as a whole?
173 00:13:48.380 ⇒ 00:13:57.929 Samuel Roberts: Fine, yeah, it’s pretty good, so… This is… the… Company page.
174 00:13:58.520 ⇒ 00:14:00.360 Samuel Roberts: So that ID…
175 00:14:04.950 ⇒ 00:14:10.140 Mustafa Raja: And let’s open the deal in Superbase also, because…
176 00:14:10.140 ⇒ 00:14:10.470 Samuel Roberts: Yeah.
177 00:14:10.470 ⇒ 00:14:14.089 Mustafa Raja: This is our truth, in the development.
178 00:14:14.090 ⇒ 00:14:15.459 Samuel Roberts: Unfortunately, right now, yeah.
179 00:14:15.700 ⇒ 00:14:26.670 Mustafa Raja: Yeah, and if you go to the companies, we see that the ID that I’ve just sent you is the company ID over here. And some deals have multiple companies, too.
180 00:14:30.610 ⇒ 00:14:33.789 Samuel Roberts: Okay, so how did that get set to that number?
181 00:14:34.150 ⇒ 00:14:38.840 Mustafa Raja: We talk… we’re talking about this column, right?
182 00:14:39.510 ⇒ 00:14:42.070 Samuel Roberts: Yeah, so that gets set by…
183 00:14:42.160 ⇒ 00:14:44.130 Mustafa Raja: One of the… and it ends.
184 00:14:44.130 ⇒ 00:14:45.220 Samuel Roberts: The triggers, right?
185 00:14:45.220 ⇒ 00:14:53.170 Mustafa Raja: No, this one… wait, yeah, this one, this workflow.
186 00:14:53.500 ⇒ 00:14:59.329 Mustafa Raja: Okay. This is, this is setting, and deleting, the deals.
187 00:14:59.580 ⇒ 00:15:02.510 Mustafa Raja: And this was made about…
188 00:15:02.890 ⇒ 00:15:05.820 Mustafa Raja: 3… 2-3 months ago, I guess?
189 00:15:07.280 ⇒ 00:15:13.850 Samuel Roberts: Okay, so something… so that came from the HubSpot, webhook, right? Theoretically?
190 00:15:14.140 ⇒ 00:15:15.140 Mustafa Raja: Yeah.
191 00:15:16.000 ⇒ 00:15:17.200 Samuel Roberts: And then…
192 00:15:17.200 ⇒ 00:15:22.980 Mustafa Raja: Or it might have been a deals backfill, to be honest, because I don’t know when was the deal created.
193 00:15:23.340 ⇒ 00:15:24.749 Samuel Roberts: Mmm, okay, let’s look at that, actually.
194 00:15:24.750 ⇒ 00:15:29.350 Mustafa Raja: So… So a backfill, too. And then there is this ongoing one.
195 00:15:31.250 ⇒ 00:15:34.549 Samuel Roberts: So, let me just… okay, so I have the company page open.
196 00:15:35.330 ⇒ 00:15:38.820 Samuel Roberts: And then the other number was… where is it? You sent it to me.
197 00:15:39.280 ⇒ 00:15:48.310 Samuel Roberts: So which… if I replace the 1643 number… That’s the company ID.
198 00:15:49.600 ⇒ 00:15:52.750 Samuel Roberts: And it redirects. Fascinating.
199 00:15:53.030 ⇒ 00:15:55.429 Samuel Roberts: Okay, sorry, I’m just wrapping my head around it.
200 00:15:56.160 ⇒ 00:16:01.920 Samuel Roberts: a… Is there a way to view the ID besides the URL in…
201 00:16:02.080 ⇒ 00:16:05.090 Mustafa Raja: Yet this is something that I don’t know.
202 00:16:05.830 ⇒ 00:16:06.510 Samuel Roberts: Okay.
203 00:16:07.010 ⇒ 00:16:11.600 Mustafa Raja: Yeah, and if I, one other thing is, if I…
204 00:16:11.720 ⇒ 00:16:14.380 Mustafa Raja: Copy this and go over here.
205 00:16:14.480 ⇒ 00:16:17.259 Mustafa Raja: And then…
206 00:16:18.210 ⇒ 00:16:26.709 Mustafa Raja: I think I have already… yeah, if I… if I put this in company ID, and then test it.
207 00:16:26.820 ⇒ 00:16:29.400 Mustafa Raja: Test to fetch the…
208 00:16:29.550 ⇒ 00:16:37.609 Mustafa Raja: result about that company. It’s going to send… it’s going to identify the two, associates.
209 00:16:37.610 ⇒ 00:16:39.990 Samuel Roberts: Okay, so that does work. It just needs the writing.
210 00:16:39.990 ⇒ 00:16:41.540 Mustafa Raja: OneID does work.
211 00:16:41.750 ⇒ 00:16:44.710 Samuel Roberts: Okay, but not the other. Let me… let me do a quick Googling.
212 00:16:45.770 ⇒ 00:16:46.870 Samuel Roberts: HubSpot.
213 00:16:48.540 ⇒ 00:16:50.720 Samuel Roberts: Company has two items.
214 00:16:56.000 ⇒ 00:17:02.450 Mustafa Raja: Well, we can… Go to the workflow and see…
215 00:17:02.840 ⇒ 00:17:03.490 Samuel Roberts: what things…
216 00:17:03.490 ⇒ 00:17:05.269 Mustafa Raja: Are we identifying as.
217 00:17:05.270 ⇒ 00:17:06.970 Samuel Roberts: Yeah, keep looking through there, I’m gonna…
218 00:17:08.440 ⇒ 00:17:12.080 Samuel Roberts: Help with company records with multiple IDs. Here we go, let’s see if this helps.
219 00:17:27.490 ⇒ 00:17:34.340 Samuel Roberts: This is from July of last year, it says… Merge functionality was updated.
220 00:17:36.300 ⇒ 00:17:40.550 Mustafa Raja: Yeah, because I’m seeing that, we are only fetching by deal ID.
221 00:17:41.620 ⇒ 00:17:42.720 Samuel Roberts: Mmm…
222 00:17:46.320 ⇒ 00:17:51.620 Samuel Roberts: Which is fine, we don’t need every company in here right now, we want the deal, so that makes sense.
223 00:17:52.270 ⇒ 00:18:02.019 Samuel Roberts: But once we get the deal, we should be able to get the company. So, like, okay, let me… let me jump back over to the Zoom real quick. So you have… this code here is what?
224 00:18:03.670 ⇒ 00:18:04.920 Mustafa Raja: Oh, it’s…
225 00:18:08.200 ⇒ 00:18:10.400 Samuel Roberts: Over and create… okay, yeah.
226 00:18:10.650 ⇒ 00:18:13.590 Samuel Roberts: Can we also… For my sanity here.
227 00:18:14.530 ⇒ 00:18:16.740 Samuel Roberts: Update the names of some of these once we know what they do.
228 00:18:16.780 ⇒ 00:18:20.059 Mustafa Raja: Yeah, sorry.
229 00:18:20.060 ⇒ 00:18:25.810 Samuel Roberts: No, no, don’t worry about it, I just, like, you know, I get it, but this is one reason, like, some code and comments would be good.
230 00:18:25.810 ⇒ 00:18:35.240 Mustafa Raja: I’m keeping the current. So this is… what this is… what this does is it, compares our,
231 00:18:35.420 ⇒ 00:18:37.520 Mustafa Raja: Super-based table.
232 00:18:37.770 ⇒ 00:18:45.529 Mustafa Raja: And only lets, the new deals come in, not the old ones that we already have in the…
233 00:18:45.530 ⇒ 00:18:46.200 Samuel Roberts: Shit.
234 00:18:46.480 ⇒ 00:18:49.639 Mustafa Raja: table. So this is sort of a filter.
235 00:18:50.810 ⇒ 00:18:52.539 Samuel Roberts: filter out. Okay.
236 00:18:53.440 ⇒ 00:18:55.590 Mustafa Raja: The ones we already have.
237 00:18:59.110 ⇒ 00:19:00.140 Mustafa Raja: Oh, sorry.
238 00:19:01.010 ⇒ 00:19:01.620 Samuel Roberts: Very good.
239 00:19:05.020 ⇒ 00:19:06.350 Mustafa Raja: No worries.
240 00:19:06.960 ⇒ 00:19:08.180 Mustafa Raja: Moving on.
241 00:19:14.850 ⇒ 00:19:18.140 Samuel Roberts: Did this have happened before January? Probably not, right?
242 00:19:18.320 ⇒ 00:19:19.139 Mustafa Raja: No, no, no.
243 00:19:19.400 ⇒ 00:19:20.219 Mustafa Raja: Okay, that’.
244 00:19:20.220 ⇒ 00:19:21.729 Samuel Roberts: That’s when they… that’s when they made the change.
245 00:19:21.730 ⇒ 00:19:22.130 Mustafa Raja: that should.
246 00:19:22.130 ⇒ 00:19:23.420 Samuel Roberts: merge IDs.
247 00:19:23.940 ⇒ 00:19:27.519 Mustafa Raja: This should be June… June, yeah.
248 00:19:27.830 ⇒ 00:19:28.660 Samuel Roberts: Okay.
249 00:19:29.710 ⇒ 00:19:30.809 Mustafa Raja: June or July?
250 00:19:34.990 ⇒ 00:19:35.910 Samuel Roberts: Okay.
251 00:19:40.730 ⇒ 00:19:42.240 Samuel Roberts: Oh, what? Hold on.
252 00:19:42.640 ⇒ 00:19:47.930 Samuel Roberts: With the change, would it be possible to restore previously merged records since the original IDs would both be retained?
253 00:19:48.430 ⇒ 00:19:49.879 Samuel Roberts: And, of course, that link.
254 00:19:50.010 ⇒ 00:19:51.440 Samuel Roberts: Don’t work. Okay.
255 00:19:57.490 ⇒ 00:20:02.789 Mustafa Raja: I’m also going to try the HubSpot node on both of these IDs.
256 00:20:06.610 ⇒ 00:20:15.689 Mustafa Raja: Because the only way the data is going to be filled in this table is these nodes did return it.
257 00:20:16.180 ⇒ 00:20:20.729 Samuel Roberts: Right. If these nodes didn’t return the data, there’s no way we could get it at all.
258 00:20:21.300 ⇒ 00:20:27.610 Samuel Roberts: Right, so we gotta kinda back that out, probably, but… Okay.
259 00:20:27.720 ⇒ 00:20:32.090 Samuel Roberts: I’m gonna say… This seems like a little bit of a rabbit hole.
260 00:20:32.480 ⇒ 00:20:33.180 Mustafa Raja: Yeah.
261 00:20:33.870 ⇒ 00:20:38.639 Samuel Roberts: Don’t… I would say fix the ones you find.
262 00:20:41.290 ⇒ 00:20:44.119 Samuel Roberts: just fix them in Superbase and make sure it works.
263 00:20:44.730 ⇒ 00:20:48.150 Mustafa Raja: What you can also do is, delete.
264 00:20:48.370 ⇒ 00:20:49.640 Mustafa Raja: All of them.
265 00:20:49.820 ⇒ 00:20:52.719 Mustafa Raja: And, backfill again.
266 00:20:58.250 ⇒ 00:21:02.449 Samuel Roberts: Yeah, I suppose that’s… that would work. It just makes me nervous.
267 00:21:03.270 ⇒ 00:21:04.130 Mustafa Raja: Oh, yeah.
268 00:21:04.740 ⇒ 00:21:05.490 Mustafa Raja: If it doesn’t…
269 00:21:05.490 ⇒ 00:21:06.110 Samuel Roberts: See?
270 00:21:06.910 ⇒ 00:21:09.640 Samuel Roberts: Are there… Is there a way to test?
271 00:21:11.100 ⇒ 00:21:11.860 Samuel Roberts: Hmm.
272 00:21:12.670 ⇒ 00:21:15.759 Samuel Roberts: I’m wondering if we write a little script to test
273 00:21:16.240 ⇒ 00:21:19.780 Samuel Roberts: all the IDs and see which ones return no… Companies.
274 00:21:19.780 ⇒ 00:21:23.789 Mustafa Raja: Yeah, this ID says that it doesn’t exist.
275 00:21:24.560 ⇒ 00:21:28.569 Mustafa Raja: in HubSpot, which is the one that is redirecting.
276 00:21:29.330 ⇒ 00:21:30.770 Samuel Roberts: Okay, so the other one…
277 00:21:31.380 ⇒ 00:21:37.369 Mustafa Raja: Let’s do that. Yeah, that does work with the HTTP request, I was just checking the notes, too.
278 00:21:37.740 ⇒ 00:21:40.789 Samuel Roberts: Okay, cool. I just want to make sure it’s still consistent here.
279 00:21:44.800 ⇒ 00:21:45.640 Mustafa Raja: Hmm…
280 00:21:46.780 ⇒ 00:21:49.209 Samuel Roberts: Click the other error details, what does it say?
281 00:21:49.790 ⇒ 00:21:52.030 Mustafa Raja: Oh, it doesn’t really give much.
282 00:21:52.310 ⇒ 00:21:53.470 Samuel Roberts: Hey, what is it? Hold on.
283 00:21:54.950 ⇒ 00:21:58.419 Samuel Roberts: Reading… oh, I said we don’t know the code, though, of course, of course.
284 00:21:59.710 ⇒ 00:22:01.270 Samuel Roberts: Ugh.
285 00:22:01.820 ⇒ 00:22:09.880 Mustafa Raja: We can change account… Let me see what… No response.
286 00:22:12.810 ⇒ 00:22:15.229 Samuel Roberts: Wait, go back to that for a second? I’m sorry.
287 00:22:18.230 ⇒ 00:22:21.219 Samuel Roberts: get a deal, it’s looking for the deals by ID,
288 00:22:22.320 ⇒ 00:22:25.039 Samuel Roberts: But then we’re also asking for something specific there, right?
289 00:22:25.860 ⇒ 00:22:27.739 Samuel Roberts: You’re asking to filter by things?
290 00:22:28.090 ⇒ 00:22:29.199 Mustafa Raja: No, no, no, we are not…
291 00:22:29.630 ⇒ 00:22:32.530 Samuel Roberts: Oh, I thought there was filters I saw, never mind. Must have been the other one.
292 00:22:33.430 ⇒ 00:22:36.289 Mustafa Raja: Oh, yeah, it’s this one.
293 00:22:39.080 ⇒ 00:22:43.349 Mustafa Raja: Is this working? Because I don’t think it is working.
294 00:22:44.360 ⇒ 00:22:48.210 Samuel Roberts: Okay, well, this is… I would say… I gotta run.
295 00:22:48.340 ⇒ 00:22:49.840 Samuel Roberts: In a minute or two.
296 00:22:50.100 ⇒ 00:22:51.100 Mustafa Raja: Yeah. But…
297 00:22:52.410 ⇒ 00:22:55.720 Samuel Roberts: Definitely check and see if these are still operating, because that’s a good thing to know.
298 00:22:55.720 ⇒ 00:22:57.840 Mustafa Raja: This is operating…
299 00:22:58.720 ⇒ 00:23:04.699 Samuel Roberts: Okay, what I’m gonna do… is… Process a quick script.
300 00:23:04.810 ⇒ 00:23:07.619 Samuel Roberts: 2. How many deals are in the table?
301 00:23:08.270 ⇒ 00:23:10.049 Mustafa Raja: About 2,000.
302 00:23:10.520 ⇒ 00:23:14.559 Samuel Roberts: Okay. I’m gonna run a script that will pull all those, and…
303 00:23:14.850 ⇒ 00:23:19.479 Samuel Roberts: make a bunch of calls to the database, or to HubSpot, rather.
304 00:23:19.850 ⇒ 00:23:23.509 Samuel Roberts: And the ones that don’t return well, we will go in and fix manually.
305 00:23:23.730 ⇒ 00:23:24.650 Samuel Roberts: if it’s…
306 00:23:25.960 ⇒ 00:23:37.310 Samuel Roberts: good enough. If it’s 1,000, we’re not doing that, we’ll figure something else out. But if it’s 10, we’ll just do it and hope it works going forward. At some point, we want to steal all this up into…
307 00:23:37.660 ⇒ 00:23:43.400 Samuel Roberts: Code, is there… there’s not really agent stuff, this is just automation, right?
308 00:23:43.400 ⇒ 00:23:47.919 Mustafa Raja: Yeah, this is pure… But we can definitely…
309 00:23:48.940 ⇒ 00:23:55.170 Samuel Roberts: Yeah, so we’ll… we’ll… You, at some point, kind of…
310 00:23:57.060 ⇒ 00:24:01.020 Samuel Roberts: I know NAN is kind of a diagram in and of itself, but just…
311 00:24:01.780 ⇒ 00:24:07.150 Samuel Roberts: like, list out all the things we’re doing with HubSpot right now, And kind of, like.
312 00:24:07.390 ⇒ 00:24:22.950 Samuel Roberts: just, like, a high-level view, like an architectural view of, like, what’s in N8N, what’s it doing, where’s it going, for those flows, and we can kind of map out some code that could do this, but we also will probably focus on the API at some point, because
313 00:24:23.060 ⇒ 00:24:26.089 Samuel Roberts: I don’t love having this middleman of the Subabase.
314 00:24:26.090 ⇒ 00:24:27.200 Mustafa Raja: Yeah, yeah.
315 00:24:27.200 ⇒ 00:24:30.539 Samuel Roberts: But I don’t know what their API limits are, so we might have to for a while, I don’t know.
316 00:24:30.860 ⇒ 00:24:37.829 Mustafa Raja: I see here, over here, that it did add, these These ones yesterday.
317 00:24:37.980 ⇒ 00:24:38.759 Mustafa Raja: Yeah, good.
318 00:24:38.760 ⇒ 00:24:40.060 Samuel Roberts: And those IDs are good?
319 00:24:40.060 ⇒ 00:24:42.669 Mustafa Raja: It’s working. Yeah, the IDs are…
320 00:24:42.880 ⇒ 00:24:44.779 Mustafa Raja: Oh, yeah, they need to work out.
321 00:24:46.190 ⇒ 00:24:53.120 Mustafa Raja: Let’s actually see if it’s… Going to redirect, or no? Yeah, no, this is working, this is good.
322 00:24:53.570 ⇒ 00:24:59.440 Samuel Roberts: Okay, cool. I will, yeah, I’ll just make a quick script with cursor.
323 00:24:59.440 ⇒ 00:25:00.230 Mustafa Raja: Yeah. Hold on.
324 00:25:00.230 ⇒ 00:25:01.610 Samuel Roberts: Fetch those.
325 00:25:01.610 ⇒ 00:25:02.260 Mustafa Raja: Yeah, just…
326 00:25:02.260 ⇒ 00:25:03.249 Samuel Roberts: It might be the…
327 00:25:05.570 ⇒ 00:25:08.920 Samuel Roberts: How do we access the API? Like, what credentials do we have for that? Do I have to.
328 00:25:08.920 ⇒ 00:25:09.269 Mustafa Raja: make the money.
329 00:25:09.270 ⇒ 00:25:09.940 Samuel Roberts: myself.
330 00:25:10.090 ⇒ 00:25:20.259 Mustafa Raja: Yeah, yeah, because I’m using the predefined ones, and it’s a hustle connecting to HubSpot, to be honest. But I think the…
331 00:25:20.380 ⇒ 00:25:27.449 Mustafa Raja: But I assume, via code, it’s… it might be a little easier, but…
332 00:25:27.450 ⇒ 00:25:32.800 Samuel Roberts: Yeah, I’m just trying to figure out if I have the, ability to…
333 00:25:32.800 ⇒ 00:25:39.840 Mustafa Raja: we need HubSpot developer… developer account, and I made one, but…
334 00:25:40.530 ⇒ 00:25:48.130 Mustafa Raja: If you do connect with that, if you do connect a trigger or something with that, the trigger we have over here is going to
335 00:25:48.310 ⇒ 00:25:49.610 Mustafa Raja: discard.
336 00:25:49.610 ⇒ 00:25:52.839 Samuel Roberts: I wasn’t looking to create a trigger, I was actually just gonna call the API.
337 00:25:53.020 ⇒ 00:25:55.030 Mustafa Raja: Hmm. Yeah, then you can use it.
338 00:25:55.110 ⇒ 00:25:59.690 Samuel Roberts: Okay. Can you share that key, or whatever it is, for the developer account with me?
339 00:26:01.620 ⇒ 00:26:03.150 Mustafa Raja: I’ll have to see, let me see.
340 00:26:04.070 ⇒ 00:26:07.180 Samuel Roberts: Or, Jimmy, is there a login for that developer account I can pull in?
341 00:26:07.180 ⇒ 00:26:08.550 Mustafa Raja: And there’s going to be a login.
342 00:26:08.550 ⇒ 00:26:10.700 Samuel Roberts: Okay, just share that on,
343 00:26:11.230 ⇒ 00:26:14.120 Samuel Roberts: Either send me a link to 1Password or share to 1Password.
344 00:26:14.350 ⇒ 00:26:18.330 Samuel Roberts: And I can take care of that. So… .
345 00:26:19.580 ⇒ 00:26:23.249 Mustafa Raja: Yeah, well, yeah, this one is… this one is developer account.
346 00:26:25.400 ⇒ 00:26:26.219 Samuel Roberts: Okay, cool.
347 00:26:26.380 ⇒ 00:26:30.350 Mustafa Raja: Okay, so let me know what do we need to… or what do we want to do with the…
348 00:26:30.670 ⇒ 00:26:31.190 Mustafa Raja: Let me show you.
349 00:26:31.190 ⇒ 00:26:34.950 Samuel Roberts: I just… I want to be able to, like, hit the API… I’m sure they have a REST API, right?
350 00:26:35.650 ⇒ 00:26:38.220 Mustafa Raja: Yeah, they do have a REST API.
351 00:26:38.220 ⇒ 00:26:43.240 Samuel Roberts: That’s all… that’s for the… for my purposes right now, I think I just need to… .
352 00:26:44.080 ⇒ 00:26:54.939 Mustafa Raja: Yeah, this should be able to give you the credentials. I did it a long time ago, so I’ve forgotten what the process was, but I know that it’s going to be here.
353 00:26:54.940 ⇒ 00:26:57.620 Samuel Roberts: That’s fine. Do I need a login for this, besides the link you sent?
354 00:26:57.620 ⇒ 00:27:05.910 Mustafa Raja: No, this is the… you should be able to log in with your HubSpot, normal HubSpot account that you have.
355 00:27:05.910 ⇒ 00:27:09.509 Samuel Roberts: I’m not a user on that account, it says here.
356 00:27:09.510 ⇒ 00:27:15.450 Mustafa Raja: Then this, OnePass has… let me show you…
357 00:27:15.460 ⇒ 00:27:18.629 Samuel Roberts: a sales account that I… Sales login?
358 00:27:18.990 ⇒ 00:27:19.700 Mustafa Raja: Yeah.
359 00:27:20.300 ⇒ 00:27:20.990 Samuel Roberts: Okay.
360 00:27:21.440 ⇒ 00:27:24.520 Mustafa Raja: So, I am mostly on there. Both.
361 00:27:24.880 ⇒ 00:27:27.769 Mustafa Raja: I forget the password.
362 00:27:27.960 ⇒ 00:27:28.739 Samuel Roberts: Oh, no.
363 00:27:29.680 ⇒ 00:27:34.529 Mustafa Raja: Yeah, yeah, sales. And Utum’s account is there, but…
364 00:27:34.530 ⇒ 00:27:34.860 Samuel Roberts: Okay.
365 00:27:34.860 ⇒ 00:27:36.999 Mustafa Raja: I’m currently logged in with Sage.
366 00:27:38.310 ⇒ 00:27:39.329 Samuel Roberts: Okay, I’ll log in with.
367 00:27:39.330 ⇒ 00:27:39.700 Mustafa Raja: lens.
368 00:27:39.700 ⇒ 00:27:40.240 Samuel Roberts: See if I can…
369 00:27:40.240 ⇒ 00:27:43.750 Mustafa Raja: Yeah, let me know what we need to do with departments before you go.
370 00:27:44.900 ⇒ 00:27:54.090 Samuel Roberts: departments… Basically, my thought, really quick, is… If we can filter by…
371 00:27:55.560 ⇒ 00:28:01.850 Samuel Roberts: Well, I’m wondering what signals we’re really gonna use, and if we need to put a little more thought into it before we just pass it into the agent.
372 00:28:04.220 ⇒ 00:28:18.070 Mustafa Raja: Yeah, that’s true. Because, I guess we, we, we really need to think about that, too. How, how are we classifying which depart… which meeting is which?
373 00:28:18.070 ⇒ 00:28:23.230 Samuel Roberts: Yeah, I think for now, my thought is… by participants. So, like.
374 00:28:24.710 ⇒ 00:28:29.749 Samuel Roberts: If I’m on a call, it’ll go to that department. If you’re on a call, it’ll go to that department.
375 00:28:30.210 ⇒ 00:28:33.910 Samuel Roberts: That’s maybe too much?
376 00:28:35.110 ⇒ 00:28:41.920 Samuel Roberts: So I would say, here, instead of making any changes right now, can you, like, either talk through or write through it yourself?
377 00:28:42.080 ⇒ 00:28:46.860 Samuel Roberts: or, like, use ChatGPT to brainstorm some ideas,
378 00:28:47.050 ⇒ 00:28:52.789 Samuel Roberts: Ideally, like, the less AI we need, the less, like, mistakes it’ll make.
379 00:28:53.280 ⇒ 00:28:55.930 Samuel Roberts: Fewer mistakes it’ll make.
380 00:28:57.070 ⇒ 00:29:09.350 Mustafa Raja: I guess, to be… to be purely dependent on the, participants, we can only identify finance department… department.
381 00:29:09.970 ⇒ 00:29:16.500 Mustafa Raja: For the rest, I feel we… we do need to have more… Fantastic.
382 00:29:16.500 ⇒ 00:29:32.259 Samuel Roberts: Yeah, I would say, like, spike on that, and send me something, and we can talk about it then, because this is… I don’t want to just be, like, do this fix kind of thing, because it makes me nervous. So, I would say spike on that, talk it through with AI if you need, and then we’ll reconvene tomorrow sometime to address it.
383 00:29:32.740 ⇒ 00:29:33.370 Mustafa Raja: Okay.
384 00:29:34.110 ⇒ 00:29:37.160 Samuel Roberts: Cool. Sorry, I can’t be more helpful right now, but I gotta bounce.
385 00:29:37.340 ⇒ 00:29:38.400 Mustafa Raja: Okay, okay, thank you.
386 00:29:38.400 ⇒ 00:29:39.619 Samuel Roberts: Okay, thank you.