Meeting Title: Brainforge HubSpot Automation Sync Date: 2025-10-08 Meeting participants: Uttam Kumaran, Ryan Brosas
WEBVTT
1 00:00:32.860 ⇒ 00:00:36.040 Ryan Brosas: Hey, can you hear me? Yeah.
2 00:00:41.740 ⇒ 00:00:42.610 Uttam Kumaran: Hear me?
3 00:00:43.250 ⇒ 00:00:44.370 Ryan Brosas: Yeah, I can hear you now.
4 00:00:45.710 ⇒ 00:00:46.520 Uttam Kumaran: How’s everything?
5 00:00:47.230 ⇒ 00:00:54.470 Ryan Brosas: Yeah, I got lost, there’s, like, a lot of, like,
6 00:00:54.870 ⇒ 00:01:01.059 Ryan Brosas: what do you call this properties or attribution on… on HubSpot, and when you, like…
7 00:01:01.250 ⇒ 00:01:14.380 Ryan Brosas: picked the wrong stuff, it’s not working, so it’s… it’s really challenging, and I really enjoyed doing it, so… Nice. Well, yeah, tell me what automation you’re working on now.
8 00:01:15.360 ⇒ 00:01:22.899 Ryan Brosas: This is the one that you mentioned to, like, it’s not, you want, you want it to be, like.
9 00:01:23.030 ⇒ 00:01:39.829 Ryan Brosas: doesn’t run if a future call is booked. But, that is really, really hard, because all of them, all of the data is not really set on, on our CRM, so I think I, what I can do is, like.
10 00:01:39.830 ⇒ 00:01:45.200 Ryan Brosas: set it to, like… wait, I can show you.
11 00:01:45.200 ⇒ 00:01:46.100 Uttam Kumaran: Yeah, yeah, yeah.
12 00:01:51.460 ⇒ 00:02:11.189 Ryan Brosas: So, what, so there’s, like, a lot of stuff here. It’s real… and here it’s really straightforward, but here, you should… you need to have, like, you need to… you need to be much more detailed on what you want to get, because if it’s not…
13 00:02:12.760 ⇒ 00:02:27.819 Ryan Brosas: probably is the… the automation won’t work, or we can’t really progress on what we wanted. So, so I… what I did, was just what you said on Slack is to,
14 00:02:28.890 ⇒ 00:02:40.310 Ryan Brosas: what do they call this? Doesn’t run in a future call, it’s book, but some of the stuff that we have, or deal with that we have is… doesn’t have, like.
15 00:02:42.980 ⇒ 00:02:58.360 Ryan Brosas: for example, this, I guess, doesn’t have, like, details in here, call, emails, or, even notes. So, what I did was, is to visit on the last…
16 00:02:58.690 ⇒ 00:03:15.259 Ryan Brosas: the next due date, for example, this two, I… I can show you an example here. So, this will trigger because it’s, like, October 1, so it should trigger this… this, like, last three days.
17 00:03:15.760 ⇒ 00:03:19.840 Ryan Brosas: And I already, like,
18 00:03:20.540 ⇒ 00:03:36.919 Ryan Brosas: I already get this from here, next step here, and the next option would be the follow-up. And, yeah, it’s really hard… this is the really hard stuff because, you… the properties, it should be the value.
19 00:03:37.330 ⇒ 00:03:51.869 Ryan Brosas: not the timestamp, or the actual, like, property, so it’s now showing the, the output here, like, it’s 24 hours. Is this the correct one?
20 00:03:52.040 ⇒ 00:03:55.659 Ryan Brosas: That may be real, sorry.
21 00:03:56.480 ⇒ 00:03:58.790 Ryan Brosas: Okay,
22 00:04:05.750 ⇒ 00:04:06.490 Ryan Brosas: You’re fine.
23 00:04:15.260 ⇒ 00:04:17.170 Ryan Brosas: Okay.
24 00:04:19.050 ⇒ 00:04:19.740 Ryan Brosas: Yeah.
25 00:04:21.529 ⇒ 00:04:29.075 Ryan Brosas: Then it will be, let’s see if this…
26 00:04:30.080 ⇒ 00:04:34.690 Ryan Brosas: Then it will show the two, the two…
27 00:04:35.270 ⇒ 00:04:39.069 Ryan Brosas: deals here, which is, the Telebara and HelloFresh
28 00:04:39.490 ⇒ 00:04:45.189 Ryan Brosas: So, that’s what I did on, on this, on what you requested.
29 00:04:45.300 ⇒ 00:04:53.940 Ryan Brosas: It’s not, ideal, but, it’s closer on what we want, but I will, apply this.
30 00:04:54.110 ⇒ 00:04:59.440 Ryan Brosas: too, also, the hyperlink to HubSpot deal, and the list of activities.
31 00:04:59.560 ⇒ 00:05:02.299 Ryan Brosas: I already added that here,
32 00:05:04.770 ⇒ 00:05:09.920 Ryan Brosas: On… latest marketing email and, latest activities.
33 00:05:10.200 ⇒ 00:05:12.890 Ryan Brosas: So, I will add that on the Slack.
34 00:05:12.890 ⇒ 00:05:18.659 Uttam Kumaran: Yeah, I guess what… I think… I just think that sometimes… this may get pretty noisy, so maybe we should just do, like.
35 00:05:19.970 ⇒ 00:05:27.830 Uttam Kumaran: I wonder if, like, every day we should just get a list of all active deals with, like, what is the next step we should take?
36 00:05:29.720 ⇒ 00:05:36.189 Ryan Brosas: all the… oh, yeah, I can work on that, like, on the screenshot.
37 00:05:38.020 ⇒ 00:05:42.270 Uttam Kumaran: Well, like, go… like, show me the example of the one that Brainforgebot is sending you.
38 00:05:42.810 ⇒ 00:05:43.480 Ryan Brosas: Oh, he…
39 00:05:43.480 ⇒ 00:05:45.860 Uttam Kumaran: Like, I guess my point is that, like.
40 00:05:46.220 ⇒ 00:05:53.330 Uttam Kumaran: I think… look, if you think about our sales channel, we’re gonna get, like, 100 of these, right? So, maybe it’s better that we just…
41 00:05:53.470 ⇒ 00:05:55.709 Uttam Kumaran: get… the deal?
42 00:05:56.070 ⇒ 00:05:58.900 Uttam Kumaran: And then, what the next step is.
43 00:05:59.680 ⇒ 00:06:00.690 Ryan Brosas: Deal as an expert.
44 00:06:00.690 ⇒ 00:06:03.130 Uttam Kumaran: Every day, we get it for all active deals.
45 00:06:03.620 ⇒ 00:06:07.520 Ryan Brosas: Oh, yeah, I can definitely do that. So there’s two lines?
46 00:06:07.520 ⇒ 00:06:09.390 Uttam Kumaran: And then it’s just one message.
47 00:06:09.960 ⇒ 00:06:21.759 Ryan Brosas: Okay, let me try that. So, yeah, I’m going to definitely, apply that, so, on this version.
48 00:06:21.870 ⇒ 00:06:22.760 Ryan Brosas: like…
49 00:06:24.250 ⇒ 00:06:36.060 Ryan Brosas: Yeah, that’s definitely the version of this. I will reiterate on the version that you want. I think that’s really, like, a quick fix, because that’s… it’s just so hard to follow.
50 00:06:36.060 ⇒ 00:06:41.670 Uttam Kumaran: There’s something more dynamic that’s like, oh, if we haven’t followed up in 3 days, but the better thing is just
51 00:06:42.130 ⇒ 00:06:47.949 Uttam Kumaran: every deal that’s active, just send the list. It could be even one line. It’s, like, the deal name.
52 00:06:48.130 ⇒ 00:06:51.660 Uttam Kumaran: What the next activity is, and then what the risk level is.
53 00:06:52.300 ⇒ 00:06:54.940 Uttam Kumaran: And then rank it by the risk level. That’s it.
54 00:06:55.700 ⇒ 00:06:57.440 Ryan Brosas: Okay, that’s… that’s noted.
55 00:06:57.670 ⇒ 00:07:00.769 Uttam Kumaran: So there should be 10 or 15 lines, be one message.
56 00:07:02.490 ⇒ 00:07:05.010 Ryan Brosas: And 15 lines in one message. Okay.
57 00:07:05.260 ⇒ 00:07:08.389 Uttam Kumaran: Right? Because it’s… we only have, like, 15 deals, right, in progress.
58 00:07:10.450 ⇒ 00:07:11.780 Ryan Brosas: Yeah, 13.
59 00:07:12.110 ⇒ 00:07:19.599 Ryan Brosas: Yeah, definitely do that. I already have, like, a rough concept here, so I will just…
60 00:07:19.730 ⇒ 00:07:28.080 Ryan Brosas: Combine all of this, and get all of this, and send it, on… on this bot.
61 00:07:29.270 ⇒ 00:07:30.170 Uttam Kumaran: Okay, okay.
62 00:07:32.490 ⇒ 00:07:39.480 Ryan Brosas: I think that’s really, really, all of these. Yeah, I’m really excited on this because, kinda, like.
63 00:07:40.050 ⇒ 00:07:44.479 Ryan Brosas: really challenging, because it’s, HubSpot, and it’s really, like.
64 00:07:44.650 ⇒ 00:07:51.080 Ryan Brosas: A lot of details, like, a lot of, like, attribution here that we need to, like, Target.
65 00:07:51.190 ⇒ 00:07:57.099 Ryan Brosas: Instead of, like, you know, the usual, like, simple stuff. I’m really excited to do this.
66 00:07:57.660 ⇒ 00:07:59.259 Uttam Kumaran: Okay, okay, cool.
67 00:07:59.620 ⇒ 00:08:00.980 Ryan Brosas: Awesome.
68 00:08:01.130 ⇒ 00:08:06.439 Uttam Kumaran: Thanks, dude. And then, you want to share the properties spreadsheet? I… maybe we can talk about that briefly?
69 00:08:06.990 ⇒ 00:08:09.850 Ryan Brosas: Properties, yeah, next spot.
70 00:08:12.550 ⇒ 00:08:15.199 Uttam Kumaran: I think it’s in Google Sheet, yeah, yeah, the Google Sheet one.
71 00:08:15.940 ⇒ 00:08:16.860 Ryan Brosas: Here.
72 00:08:17.530 ⇒ 00:08:25.110 Ryan Brosas: So… For the property…
73 00:08:25.530 ⇒ 00:08:33.590 Ryan Brosas: Yeah, I think, the only thing that, I added on the property is the… what do you call this?
74 00:08:35.270 ⇒ 00:08:37.000 Ryan Brosas: Where is it?
75 00:08:45.260 ⇒ 00:08:53.130 Ryan Brosas: view source… But, I have, like, a, like, contact source, deal source, and, like.
76 00:08:53.250 ⇒ 00:08:55.970 Ryan Brosas: Lead source, because,
77 00:08:57.120 ⇒ 00:09:05.589 Ryan Brosas: I did, like, 3 attributes to each, like, level of, like, here in, in, what do you call this,
78 00:09:06.160 ⇒ 00:09:11.830 Ryan Brosas: Like, here in contacts, then we have, like, the deals, and then we have leads.
79 00:09:12.180 ⇒ 00:09:19.910 Ryan Brosas: So, what I will do is, like, do, a simple automation of, like,
80 00:09:20.900 ⇒ 00:09:24.020 Ryan Brosas: Giving the same attribute, like, where did.
81 00:09:24.020 ⇒ 00:09:32.869 Uttam Kumaran: Well, no, first, the first thing I just want to do is, like, I just need to go through, and we need to look at all of the properties, and make sure that all the properties
82 00:09:33.220 ⇒ 00:09:40.270 Uttam Kumaran: are either system properties, we can’t delete it, or if they aren’t system properties, should they be there or not? And, like, what’s the definition?
83 00:09:40.480 ⇒ 00:09:47.089 Uttam Kumaran: Right? So that’s the first thing. So if you can help me do that, that’s a great start. For example, some of these I put, like, I don’t know…
84 00:09:47.240 ⇒ 00:10:00.320 Uttam Kumaran: what this is. And we… there’s some… there’s, like, deal value comes up, like, 10 times, right? So we just have to have one. And the traffic source, for example, like, what is that, right? We should figure that out. So, that’s just kind of what I’m saying.
85 00:10:01.180 ⇒ 00:10:08.779 Uttam Kumaran: Because once we do that, we’ll go backfill for every past lead, we’ll backfill, make sure every past lead has all these properties.
86 00:10:10.630 ⇒ 00:10:23.619 Ryan Brosas: Yeah, I think this is one of the default, but we can, we can delete this as well, as we are, like, we already have, like, doing, like, the lead sources, which is more of, like.
87 00:10:23.900 ⇒ 00:10:29.660 Ryan Brosas: Much more, like, detailed, or in our preferred, what do you call this?
88 00:10:29.880 ⇒ 00:10:31.730 Ryan Brosas: way.
89 00:10:32.120 ⇒ 00:10:35.470 Ryan Brosas: We can definitely delete all of this.
90 00:10:37.270 ⇒ 00:10:37.900 Uttam Kumaran: Okay.
91 00:10:39.300 ⇒ 00:10:45.349 Ryan Brosas: Meeting book… I think this is a default one, so…
92 00:10:45.490 ⇒ 00:10:49.009 Ryan Brosas: Or, like, is there, like, additional one?
93 00:10:49.190 ⇒ 00:10:55.100 Ryan Brosas: So, there’s, like, do you want me to delete this also, Geek Creator?
94 00:10:56.240 ⇒ 00:11:01.529 Uttam Kumaran: Yeah, I guess we could put… maybe we add another thing, call it third party.
95 00:11:10.400 ⇒ 00:11:28.570 Uttam Kumaran: Yeah, third party, because, for example, we may have, like, for example, like, HayReach, for example, we should prob… like, we’ll do this… this is for deals, right? But we’re gonna end up doing contact properties and company properties, so that… this will… we’ll go through and make sure all of our HubSpot properties are… are fine.
96 00:11:33.290 ⇒ 00:11:38.190 Ryan Brosas: So, this should be, like, our default pipeline.
97 00:11:38.630 ⇒ 00:11:43.530 Ryan Brosas: So, as you mentioned, on… well,
98 00:11:43.740 ⇒ 00:11:57.250 Ryan Brosas: But, yeah, so, just to discuss, like, you said that you wanted to also, like, include, like, our equipment, so, are we going to, like, add additional pipelines, like, for equipment pipeline or something?
99 00:11:57.830 ⇒ 00:12:04.350 Uttam Kumaran: Yeah, but again, these are properties on the deals, right? So, we will end up having… recruitment
100 00:12:04.860 ⇒ 00:12:13.930 Uttam Kumaran: potentially in HubSpot, but, like, I wouldn’t worry about that now, like… So on the deal, there… on the deal, there’s not going to be any recruitment-related information.
101 00:12:14.640 ⇒ 00:12:15.260 Ryan Brosas: Oh, okay.
102 00:12:16.000 ⇒ 00:12:17.689 Uttam Kumaran: It’s just gonna be company.
103 00:12:20.550 ⇒ 00:12:24.650 Uttam Kumaran: Right, so deals are associated with companies and contacts and activities.
104 00:12:31.460 ⇒ 00:12:41.450 Ryan Brosas: So, here… this is our pipeline, mmm…
105 00:12:44.470 ⇒ 00:12:47.860 Ryan Brosas: associated… I think this is much,
106 00:12:48.770 ⇒ 00:12:54.269 Ryan Brosas: here all are, like, a default, like, HubSpot properties.
107 00:12:54.730 ⇒ 00:12:59.630 Ryan Brosas: But if you want, we can try to delete this,
108 00:12:59.840 ⇒ 00:13:03.940 Ryan Brosas: Associated, payment link, or do you want to include that also?
109 00:13:07.380 ⇒ 00:13:09.810 Uttam Kumaran: Well, I… that’s why I don’t know what this… I don’t know what these are.
110 00:13:11.230 ⇒ 00:13:11.820 Ryan Brosas: So…
111 00:13:11.820 ⇒ 00:13:13.209 Uttam Kumaran: Like, are these systems?
112 00:13:13.830 ⇒ 00:13:20.870 Ryan Brosas: Yeah, this is a system, so this is more of, like, here is payment… payment…
113 00:13:21.320 ⇒ 00:13:23.900 Ryan Brosas: A ticket, an invoice…
114 00:13:24.330 ⇒ 00:13:29.059 Uttam Kumaran: But, like, that’s what I’m saying, like, if these are all system, then we can’t do anything about it, right? So…
115 00:13:29.310 ⇒ 00:13:35.760 Uttam Kumaran: I think I just want you to confirm first, like, what… out of all these, which ones are system? Meaning, like, they can’t be deleted.
116 00:13:37.600 ⇒ 00:13:40.610 Ryan Brosas: Let me try, associated…
117 00:13:40.610 ⇒ 00:13:44.370 Uttam Kumaran: do later, like, I’m just saying that’s, like, kind of, like, what I want to see first.
118 00:13:45.090 ⇒ 00:13:45.690 Ryan Brosas: Okay.
119 00:13:54.340 ⇒ 00:14:01.290 Ryan Brosas: referral ID, also, associated contact, call.
120 00:14:09.570 ⇒ 00:14:10.990 Ryan Brosas: Into.
121 00:14:15.840 ⇒ 00:14:17.380 Ryan Brosas: Yeah. This is all…
122 00:14:28.180 ⇒ 00:14:32.490 Ryan Brosas: Not sure, do you use… This is…
123 00:14:42.220 ⇒ 00:14:43.010 Ryan Brosas: Peace.
124 00:14:44.390 ⇒ 00:14:45.990 Ryan Brosas: assist them.
125 00:14:54.200 ⇒ 00:15:00.960 Ryan Brosas: Properties, charge off… As booking, yep, this is system properties also.
126 00:15:03.120 ⇒ 00:15:08.190 Ryan Brosas: Time and current stage… Hmm…
127 00:15:14.740 ⇒ 00:15:15.520 Ryan Brosas: -Oh.
128 00:15:16.200 ⇒ 00:15:17.730 Ryan Brosas: Next activity date.
129 00:15:18.250 ⇒ 00:15:18.970 Ryan Brosas: Cheap?
130 00:15:22.470 ⇒ 00:15:30.359 Ryan Brosas: this, this stuff, we can definitely… I think we can, delete this event. This is, like, a, this…
131 00:15:30.920 ⇒ 00:15:35.380 Ryan Brosas: 3, we can definitely change this or delete this.
132 00:15:39.050 ⇒ 00:15:43.429 Uttam Kumaran: Okay, yeah, let’s mark… we can mark it, yeah.
133 00:15:43.880 ⇒ 00:15:45.869 Uttam Kumaran: So what is that… what is that from?
134 00:15:47.350 ⇒ 00:15:50.959 Ryan Brosas: It’s a default one, but…
135 00:15:50.960 ⇒ 00:15:51.280 Uttam Kumaran: Whoa.
136 00:15:51.280 ⇒ 00:15:51.910 Ryan Brosas: Okay.
137 00:15:51.910 ⇒ 00:15:53.120 Uttam Kumaran: Let’s get rid of it, then.
138 00:15:53.790 ⇒ 00:15:56.919 Uttam Kumaran: Because we’re gonna put source… we’re gonna put source…
139 00:15:57.100 ⇒ 00:15:59.260 Uttam Kumaran: And then probably, like, source, and then…
140 00:15:59.990 ⇒ 00:16:06.010 Uttam Kumaran: like, another source one, which is, like, for example, organic, and then something else. So, I just want, like, one
141 00:16:06.470 ⇒ 00:16:09.070 Uttam Kumaran: Basically, like, one source property, ideally.
142 00:16:10.300 ⇒ 00:16:10.960 Ryan Brosas: Okay.
143 00:16:18.240 ⇒ 00:16:19.810 Ryan Brosas: There’s sis…
144 00:16:24.830 ⇒ 00:16:30.310 Ryan Brosas: Yeah, I think that’s pretty much all. This is our, stuff.
145 00:16:31.160 ⇒ 00:16:31.800 Uttam Kumaran: Okay.
146 00:16:31.800 ⇒ 00:16:36.809 Ryan Brosas: still close… I think we are using this, right? Devils.
147 00:16:37.440 ⇒ 00:16:43.350 Uttam Kumaran: Another question I had is, I was wondering if I could get… if you could help me get the LinkedIns for a bunch of…
148 00:16:43.970 ⇒ 00:16:45.600 Uttam Kumaran: Upwork people?
149 00:16:45.860 ⇒ 00:16:50.550 Uttam Kumaran: like, what’s the best way I can do that? Like, do you have a… do you have a clay, or a…
150 00:16:51.000 ⇒ 00:16:54.510 Uttam Kumaran: Perplexity prompt for that, or how do you typically use that?
151 00:16:55.380 ⇒ 00:16:58.530 Ryan Brosas: Sorry, can you repeat?
152 00:16:58.980 ⇒ 00:17:02.780 Uttam Kumaran: I’m thinking about… I have a bunch of Upwork profiles.
153 00:17:03.580 ⇒ 00:17:06.320 Uttam Kumaran: that I’m trying to find their LinkedIns.
154 00:17:06.880 ⇒ 00:17:09.070 Uttam Kumaran: Because at Upwork, you can’t DM people.
155 00:17:09.280 ⇒ 00:17:19.090 Uttam Kumaran: So I find them on Upwork, and then I DM them on LinkedIn. I was wondering if you… I think I asked you once before, but, like, how did you typically search for their profile?
156 00:17:19.889 ⇒ 00:17:30.569 Ryan Brosas: Typically, for example, I just give you, like, as an example here, like, marketing, huh?
157 00:17:30.799 ⇒ 00:17:33.089 Ryan Brosas: Or…
158 00:17:33.699 ⇒ 00:17:41.389 Ryan Brosas: For example, like, for Anvu, what I do is, like, just put their name in.
159 00:17:41.789 ⇒ 00:17:52.819 Ryan Brosas: put, like, man, and, if you know the, the, what do you call this, the name and, like, their position, for example, a product owner, you can
160 00:17:53.150 ⇒ 00:17:55.670 Ryan Brosas: I would, like, search it there.
161 00:17:56.540 ⇒ 00:18:00.050 Ryan Brosas: And go here… So.
162 00:18:00.050 ⇒ 00:18:03.649 Uttam Kumaran: I sent some in Slack, for example, do you want to check it out? Maybe we can try one.
163 00:18:04.430 ⇒ 00:18:05.170 Ryan Brosas: Yes, sir.
164 00:18:05.350 ⇒ 00:18:07.919 Ryan Brosas: Okay, so for here…
165 00:18:17.720 ⇒ 00:18:19.450 Ryan Brosas: PM.
166 00:18:25.960 ⇒ 00:18:28.070 Ryan Brosas: You can just say that he’s…
167 00:18:28.240 ⇒ 00:18:34.999 Ryan Brosas: project management, and… if you want to, like, I can do this for you.
168 00:18:36.000 ⇒ 00:18:39.390 Uttam Kumaran: Yeah, I’m thinking, like, maybe we could have a simple clay table or something.
169 00:18:41.180 ⇒ 00:18:42.660 Ryan Brosas: PMP…
170 00:18:46.970 ⇒ 00:18:48.120 Ryan Brosas: Very scary.
171 00:18:50.020 ⇒ 00:18:53.649 Uttam Kumaran: Like, can’t we build, like, a very simple, like, clay table to find this?
172 00:18:55.570 ⇒ 00:19:01.189 Ryan Brosas: Yeah, we can definitely do that, certificate project management.
173 00:19:01.490 ⇒ 00:19:02.450 Ryan Brosas: Alright.
174 00:19:05.280 ⇒ 00:19:06.170 Ryan Brosas: Yes.
175 00:19:10.890 ⇒ 00:19:13.380 Uttam Kumaran: Oh, okay, I found this person, yeah.
176 00:19:13.590 ⇒ 00:19:14.170 Uttam Kumaran: It’s okay.
177 00:19:14.170 ⇒ 00:19:14.870 Ryan Brosas: Here.
178 00:19:15.820 ⇒ 00:19:19.640 Ryan Brosas: Done… For this one…
179 00:19:23.620 ⇒ 00:19:30.559 Uttam Kumaran: So, also, maybe the best thing is, like, I can find their LinkedIns and put them into a AREACH campaign, or should I just DM them directly?
180 00:19:31.940 ⇒ 00:19:43.609 Ryan Brosas: Yeah, I think you can put it to, like, a CSV or something, then you can, like, import them on, on HeyRitch, so you can.
181 00:19:43.610 ⇒ 00:19:45.590 Uttam Kumaran: What do you need in the CSV?
182 00:19:47.130 ⇒ 00:19:48.330 Ryan Brosas: They’re…
183 00:19:48.330 ⇒ 00:19:49.210 Uttam Kumaran: URLs.
184 00:19:49.700 ⇒ 00:19:51.040 Ryan Brosas: Yeah, the URLs.
185 00:19:51.440 ⇒ 00:19:54.259 Ryan Brosas: their first name and last name, then URLs.
186 00:19:56.520 ⇒ 00:20:00.540 Ryan Brosas: Okay. This is 18W…
187 00:20:08.370 ⇒ 00:20:10.350 Ryan Brosas: Project Manager…
188 00:20:22.180 ⇒ 00:20:25.600 Uttam Kumaran: Let’s see, you can look at her location, right? So this is her Gainesville.
189 00:20:28.720 ⇒ 00:20:29.420 Ryan Brosas: Fair?
190 00:20:29.880 ⇒ 00:20:30.480 Ryan Brosas: Oh, okay.
191 00:20:30.480 ⇒ 00:20:31.230 Uttam Kumaran: I think so.
192 00:20:32.540 ⇒ 00:20:34.370 Uttam Kumaran: Or, no, Caitlin W.
193 00:20:35.430 ⇒ 00:20:36.010 Ryan Brosas: Mmm…
194 00:20:36.010 ⇒ 00:20:37.119 Uttam Kumaran: But, I don’t know.
195 00:20:43.380 ⇒ 00:20:45.490 Ryan Brosas: Yeah, definitely that’s a good idea.
196 00:20:46.600 ⇒ 00:20:53.889 Uttam Kumaran: Okay, but can… but I don’t want… I can’t… I don’t want to do this right now, but, like, you can… any chance you can build, like, a pretty simple clay table for this?
197 00:20:54.640 ⇒ 00:20:55.999 Ryan Brosas: Sure, I can do that.
198 00:20:56.000 ⇒ 00:20:58.909 Uttam Kumaran: Or I can ask the AI team to build, but…
199 00:21:00.540 ⇒ 00:21:03.200 Ryan Brosas: I just want to make it very, very easy.
200 00:21:05.080 ⇒ 00:21:16.520 Ryan Brosas: Yeah, so the thing is… yeah, we can definitely do that, I can… I can do, like, a simple clay agent that, we can…
201 00:21:16.720 ⇒ 00:21:32.220 Ryan Brosas: get all the information here. For example, he is, like, a PMP, and, we can put that on the bio or description, then a client will get all of the, what do you call this,
202 00:21:32.240 ⇒ 00:21:39.770 Ryan Brosas: So, the agent will, like, search on LinkedIn and will get the, URL that is aligned.
203 00:21:39.900 ⇒ 00:21:45.119 Ryan Brosas: To this, or much more closer, but we’ll stick on the name.
204 00:21:47.050 ⇒ 00:21:47.720 Uttam Kumaran: Okay.
205 00:21:49.840 ⇒ 00:21:57.350 Ryan Brosas: Yeah, we can definitely do that. I can, But, like, a simple clean.
206 00:22:00.240 ⇒ 00:22:03.380 Uttam Kumaran: So I sent a note in the AI team, like, I think…
207 00:22:03.610 ⇒ 00:22:16.580 Uttam Kumaran: maybe… this is where, like, I just want to make sure you’re not spending 8 hours in N8N, because we have an AI team, like, so I just want to make sure that you are… are you… did you call any of them today to get help with anything, or you’ve just been working on it yourself?
208 00:22:17.390 ⇒ 00:22:24.469 Ryan Brosas: Yeah, I did ask, Casey for, like, the credential,
209 00:22:24.620 ⇒ 00:22:27.839 Ryan Brosas: That’s also asking for some stuff here, so yeah.
210 00:22:27.840 ⇒ 00:22:28.520 Uttam Kumaran: Okay.
211 00:22:28.680 ⇒ 00:22:29.490 Uttam Kumaran: Okay.
212 00:22:31.100 ⇒ 00:22:42.880 Uttam Kumaran: Okay, cool. Yeah, I would just rely on them, because I… I definitely… we want to… I wanna use your time wisely on more sales stuff, so… try to build some automations, and if it gets too heavy, like, I want to pass it to the AI team, so…
213 00:22:44.080 ⇒ 00:22:45.029 Ryan Brosas: Yeah, definitely.
214 00:22:45.030 ⇒ 00:22:51.670 Uttam Kumaran: And then is this… so yeah, let’s take… we can take a… you can have Ray, you can have Rico ticket both of these, and that’s… that’s perfect.
215 00:22:57.070 ⇒ 00:23:00.899 Uttam Kumaran: Okay, alright, I’m gonna jump to work on a couple things. I’ve sent all the…
216 00:23:01.210 ⇒ 00:23:04.030 Uttam Kumaran: all the Upwork profiles in the recruiting channel, by the way.
217 00:23:04.940 ⇒ 00:23:12.079 Ryan Brosas: Okay, great. I will definitely, like, send this later, so… Okay. …you can review all the links.
218 00:23:12.310 ⇒ 00:23:13.720 Ryan Brosas: Thank you. Awesome.
219 00:23:14.230 ⇒ 00:23:15.700 Uttam Kumaran: Thank you, dude. Talk soon.