Meeting Title: Default Project Stand-Up Date: 2025-08-06 Meeting participants: Giselle Agot, Mustafa Raja, Uttam Kumaran


WEBVTT

1 00:01:10.610 00:01:12.140 Giselle Agot: Hi mustafa.

2 00:01:12.890 00:01:13.950 Mustafa Raja: Hey! How are you?

3 00:01:14.580 00:01:16.499 Giselle Agot: I’m doing great. How about you?

4 00:01:16.500 00:01:17.600 Mustafa Raja: Yeah. Good.

5 00:01:18.370 00:01:26.980 Giselle Agot: So I’m just looking at your schedule for Friday. I know that your Oh, yeah, Adam is here.

6 00:01:29.500 00:01:42.399 Giselle Agot: Yeah, I was just introducing myself autumn to Mustafa, and I was just messaging him earlier in slack, because I was trying to schedule with him like a 1 on one meet up, and then he said, He’s available this Friday. So yeah.

7 00:01:42.400 00:01:44.260 Uttam Kumaran: Cool. Yeah, no problem.

8 00:01:46.840 00:01:59.049 Uttam Kumaran: Okay, cool. So maybe I will sort of run this Giselle today. And you can kind of see how I’ve been running kind of these stand ups. And then we can, you know, hopefully. Next week I can sort of

9 00:01:59.210 00:02:07.029 Uttam Kumaran: start to pass things off. But today, let’s just go through linear for for default. So

10 00:02:07.310 00:02:10.210 Uttam Kumaran: let me just pull things up on my side.

11 00:02:12.900 00:02:15.300 Uttam Kumaran: Sorry my dog is just gonna get comfortable.

12 00:02:16.050 00:02:16.839 Mustafa Raja: Yeah, it’s cute.

13 00:02:20.750 00:02:22.330 Mustafa Raja: He’s he’s a chill guy.

14 00:02:22.980 00:02:28.870 Uttam Kumaran: Chill guy. Yeah. Doesn’t have any. Doesn’t have a job right?

15 00:02:28.870 00:02:30.630 Mustafa Raja: Living, the life.

16 00:02:32.700 00:02:42.230 Uttam Kumaran: Oh, okay, so let’s talk about what’s in progress right now? So

17 00:02:42.639 00:02:47.630 Uttam Kumaran: or let’s talk about what’s in review. So 2 things. There’s these Combos. So both of these are waiting for.

18 00:02:48.298 00:02:51.890 Uttam Kumaran: My review. So I think I left

19 00:02:53.144 00:03:07.080 Uttam Kumaran: just about setting an update. So that was fine. I left a comment just in the Channel yesterday about sending an update to the client. I think that’s great. I will. I will take a look at these and also provide some more specific feedback. But I think

20 00:03:07.370 00:03:13.350 Uttam Kumaran: the statuses are fine, so both of these, I think we should be able to

21 00:03:13.980 00:03:17.309 Uttam Kumaran: finish out by today, probably.

22 00:03:17.450 00:03:21.399 Mustafa Raja: Yeah. Stan also did watch the loom that I sent in the other channel.

23 00:03:22.260 00:03:23.430 Uttam Kumaran: Oh, nice. Okay.

24 00:03:27.360 00:03:28.360 Uttam Kumaran: Great.

25 00:03:31.100 00:03:33.800 Uttam Kumaran: Do you mind linking the loom here? Safa.

26 00:03:33.800 00:03:37.750 Mustafa Raja: Oh, yeah, let me just go ahead and grab that.

27 00:03:39.392 00:03:48.440 Uttam Kumaran: And then a couple of things that are in progress. So creating the salesforce custom signal properties next step on the go to market signal. So this is actually

28 00:03:48.570 00:03:49.430 Uttam Kumaran: done.

29 00:03:51.262 00:03:55.210 Uttam Kumaran: I did this 2 days ago.

30 00:03:57.080 00:04:01.389 Uttam Kumaran: And then this is what I was asking, Henry, for, which was, what is the

31 00:04:01.590 00:04:06.859 Uttam Kumaran: roadmap for product analytics still haven’t gotten that from him.

32 00:04:07.535 00:04:14.070 Uttam Kumaran: So I I think that’s probably my question. But I see that there are some extra tickets.

33 00:04:14.070 00:04:20.250 Mustafa Raja: Oh, yeah, these a lot of these are Combos that we defined in the Google sheets.

34 00:04:20.592 00:04:23.500 Mustafa Raja: And so I created for you a ticket for each of them.

35 00:04:23.880 00:04:26.377 Uttam Kumaran: Okay, great. So I think, probably my only

36 00:04:27.180 00:04:30.749 Uttam Kumaran: comment, Giselle, if I can get your help just to

37 00:04:31.290 00:04:43.769 Uttam Kumaran: make sure that Henry can update all of feedback in this document and create any remaining tickets for default. We have 3 work streams. We have the

38 00:04:45.420 00:04:46.265 Uttam Kumaran: data.

39 00:04:47.660 00:05:04.409 Uttam Kumaran: architecture consulting. We also have these go to this, go to market revenue work. And we lastly, have product analytics. Have you been able to read through the project charter or the project plan for default. Yet.

40 00:05:06.058 00:05:08.049 Giselle Agot: With with me autumn.

41 00:05:08.350 00:05:09.190 Uttam Kumaran: Yes.

42 00:05:09.190 00:05:15.819 Giselle Agot: No. But is that the same call that I should have with Sid for the project, charter?

43 00:05:16.570 00:05:17.220 Giselle Agot: Or it’s.

44 00:05:17.535 00:05:32.670 Uttam Kumaran: No, I would say. The call with Sid is actually gonna be about like in the future. How does sales move stuff once things closes to the project management team. But I would encourage you to go read this. This is the basically outlines what we’re doing for

45 00:05:34.120 00:05:36.750 Uttam Kumaran: what we’re doing for default.

46 00:05:37.060 00:05:37.490 Giselle Agot: -

47 00:05:37.810 00:05:46.470 Uttam Kumaran: So this has everything around. What is the project plan? And you can go into notion and see all of the different documents that we’ve created for them.

48 00:05:46.470 00:05:46.940 Giselle Agot: Okay.

49 00:05:46.940 00:05:50.899 Uttam Kumaran: Additionally, there is one for for interlude as well. I believe.

50 00:05:53.400 00:05:59.139 Uttam Kumaran: So there’s there’s an interlude studio client, and you can see sort of the what we’re planning on

51 00:05:59.290 00:06:01.050 Uttam Kumaran: working on for them as well.

52 00:06:06.110 00:06:08.919 Uttam Kumaran: So I would encourage you to take a look at that

53 00:06:09.405 00:06:15.370 Uttam Kumaran: and then so if we go back to linear. So yeah, I think probably the biggest help I’ll need is just to make sure that Henry gets this done.

54 00:06:15.730 00:06:23.000 Uttam Kumaran: This is currently like overdue. So this I’m gonna I’m gonna move this now to urgent

55 00:06:23.536 00:06:27.700 Uttam Kumaran: I would like to see this get completed as soon as possible.

56 00:06:30.220 00:06:38.800 Uttam Kumaran: Moving ch conversations forward this progress for me. I sent a note yesterday, and so I’m gonna

57 00:06:38.970 00:06:39.850 Uttam Kumaran: I’m goodness.

58 00:06:40.660 00:06:43.029 Uttam Kumaran: Check back in on Friday and give a nudge

59 00:06:44.720 00:06:48.064 Uttam Kumaran: And then, yeah, I think,

60 00:06:50.220 00:06:53.909 Uttam Kumaran: you’re working on this one as well, I believe Mustafa right.

61 00:06:54.220 00:06:55.030 Mustafa Raja: Oh, yeah.

62 00:06:55.980 00:06:57.570 Mustafa Raja: This. This just

63 00:06:59.100 00:07:05.829 Mustafa Raja: yeah, for this. We only need to update the props for account subject, right?

64 00:07:06.690 00:07:09.439 Uttam Kumaran: Yeah, I guess my question is, is this one like.

65 00:07:09.660 00:07:13.900 Mustafa Raja: Yeah, no, no, it. It should be related to the Combos. No.

66 00:07:14.410 00:07:16.579 Uttam Kumaran: Yeah, yeah, you’re right. You’re right. You’re right. You’re right.

67 00:07:17.970 00:07:19.089 Uttam Kumaran: Okay, cool.

68 00:07:19.310 00:07:23.990 Uttam Kumaran: So yeah, it’s related to Df, 28 and 2027.

69 00:07:39.880 00:07:43.330 Mustafa Raja: Let me know if I should move in any more Combos in the progress.

70 00:07:45.060 00:07:51.829 Uttam Kumaran: I think this is fine for now I wanna sort of I wanna I want us to get do the end to end 1st before moving on to the next Combos.

71 00:07:52.830 00:07:55.859 Mustafa Raja: So what should be the next steps for the 25.

72 00:07:57.237 00:08:00.419 Uttam Kumaran: Is, are the new properties created in salesforce.

73 00:08:00.727 00:08:14.259 Mustafa Raja: For the Combos that we did test yesterday, do? Those ones are, but the rest of the rest of them are are not yet, so let me know if I should go ahead and just create, create the create, the proper.

74 00:08:14.260 00:08:17.639 Uttam Kumaran: Can you link me where I can go? See that in salesforce here.

75 00:08:18.562 00:08:25.609 Mustafa Raja: Yeah. So you want to view which? Which fields? the account subject has right now, right.

76 00:08:26.550 00:08:30.839 Uttam Kumaran: Yes, so if you could show me the example. Account object.

77 00:08:30.840 00:08:36.620 Mustafa Raja: Yeah. The example account. I I show that in the loom that I’ve created.

78 00:08:36.620 00:08:37.530 Uttam Kumaran: Okay. Cool.

79 00:08:37.530 00:08:40.809 Mustafa Raja: That I need to, but I’ll I’ll add the link over here, too.

80 00:08:41.210 00:08:54.080 Uttam Kumaran: Okay, okay, great. So I can take a look at that. And then tomorrow I want to demo for Ryan the entire piece. So we pull stuff from salesforce into clay, we enrich it, we move it back.

81 00:08:54.210 00:08:59.670 Uttam Kumaran: The last piece is, can you create a can you end up? Can you actually create a

82 00:08:59.860 00:09:02.510 Uttam Kumaran: report in salesforce.

83 00:09:03.480 00:09:03.909 Mustafa Raja: Have to.

84 00:09:04.960 00:09:10.350 Mustafa Raja: Yeah, I’ll have to look into what a salesforce report is. First, st I’m not familiar with it.

85 00:09:10.580 00:09:14.610 Mustafa Raja: but let me know if I should look into that and prepare it beforehand.

86 00:09:15.322 00:09:19.570 Uttam Kumaran: Just send it to me. I’ll take a look. If it’s if it’s taking me too long, I’ll let you know.

87 00:09:19.908 00:09:23.840 Mustafa Raja: Like, just send me the. If you put the loom in, I’ll watch it, and I can try to make the report.

88 00:09:24.100 00:09:24.670 Mustafa Raja: Okay.

89 00:09:26.829 00:09:30.970 Uttam Kumaran: So I honestly think we’re we’re

90 00:09:31.200 00:09:36.630 Uttam Kumaran: good. I can’t again. I I think the only things that are blocked right now is.

91 00:09:36.740 00:09:46.550 Uttam Kumaran: are these 2. So I haven’t heard anything from Henry on product analytics. So

92 00:09:47.990 00:09:51.670 Uttam Kumaran: yeah, I think that’s I’m gonna send a note and basically ask, like.

93 00:09:52.520 00:09:56.909 Uttam Kumaran: when can I expect something? Or I’m gonna I’m basically gonna have to probably take this over.

94 00:09:57.825 00:10:02.289 Uttam Kumaran: So yeah, okay, so that’s all I probably had for

95 00:10:02.580 00:10:07.149 Uttam Kumaran: for stand up today like anything else. We want to talk through.

96 00:10:07.870 00:10:10.020 Mustafa Raja: Yeah, in, go ahead. Sorry.

97 00:10:12.016 00:10:18.750 Mustafa Raja: I feel that 23 is also is also related to 25, creating properties. No.

98 00:10:19.790 00:10:23.990 Uttam Kumaran: Yes, so as soon as you. If you created the properties, then we can close this out.

99 00:10:23.990 00:10:24.620 Mustafa Raja: Okay.

100 00:10:25.800 00:10:26.609 Uttam Kumaran: But it’s just.

101 00:10:26.610 00:10:27.110 Mustafa Raja: This is.

102 00:10:27.110 00:10:28.940 Uttam Kumaran: For for the.

103 00:10:28.940 00:10:29.680 Mustafa Raja: Signals.

104 00:10:29.850 00:10:31.010 Uttam Kumaran: For these ones.

105 00:10:31.590 00:10:32.720 Mustafa Raja: Yeah. The Combos, right?

106 00:10:32.930 00:10:33.380 Uttam Kumaran: Yeah.

107 00:10:34.860 00:10:40.339 Mustafa Raja: This also says that the properties need to be created for contact subject.

108 00:10:40.500 00:10:41.170 Mustafa Raja: Just let me know.

109 00:10:41.170 00:10:45.190 Uttam Kumaran: Oh, no, yeah. I don’t think we need to do contact. It’s just to the account.

110 00:10:45.190 00:10:45.770 Mustafa Raja: Okay?

111 00:10:47.140 00:10:50.190 Mustafa Raja: Let’s update the title. Also, it has contact over there.

112 00:10:50.190 00:10:51.449 Uttam Kumaran: Oh, yeah. Nice.

113 00:10:56.130 00:10:59.269 Mustafa Raja: Okay, yeah, I’ll I’ll have this done after the meeting.

114 00:11:02.660 00:11:03.670 Uttam Kumaran: Go ahead, Michelle!

115 00:11:05.629 00:11:13.019 Giselle Agot: I heard you like asking for mustafa a sales report. Do we add that as a you know

116 00:11:13.380 00:11:16.080 Giselle Agot: a ticket, a task here or.

117 00:11:16.700 00:11:28.380 Uttam Kumaran: Yeah, as part of as part of this. Yeah. So maybe what I’m I’ll create a ticket here called create salesforce report to display signals.

118 00:11:28.815 00:11:34.710 Uttam Kumaran: I’m gonna go ahead and take this because I think it’ll be pretty simple for me to do so. I’ll make market as 1 point

119 00:11:35.197 00:11:39.730 Uttam Kumaran: and I actually should have this by tomorrow by the meeting tomorrow.

120 00:11:40.300 00:11:41.080 Giselle Agot: Okay.

121 00:11:42.500 00:11:48.459 Mustafa Raja: And are we going to run the clay workflows or clay tables? In the meeting tomorrow.

122 00:11:49.500 00:11:50.960 Uttam Kumaran: You already ran it just for the top 5.

123 00:11:51.520 00:11:52.079 Mustafa Raja: Yeah.

124 00:11:52.080 00:11:58.190 Uttam Kumaran: That’s fine like. If anything, we can ask him if he wants to run one live for another account. But.

125 00:11:58.190 00:11:58.929 Mustafa Raja: Yeah, yeah.

126 00:11:58.930 00:12:00.250 Uttam Kumaran: For now that’s fine.

127 00:12:00.250 00:12:00.840 Mustafa Raja: Okay?

128 00:12:04.470 00:12:09.239 Mustafa Raja: For interlude. I have some updates in the Channel.

129 00:12:09.380 00:12:11.119 Mustafa Raja: If you can look into that.

130 00:12:11.620 00:12:14.440 Uttam Kumaran: Okay, yeah. I know. That’s what that’s next on my list. Right now.

131 00:12:20.030 00:12:23.990 Uttam Kumaran: Okay, anything else.

132 00:12:25.280 00:12:34.509 Giselle Agot: So the purpose of this meeting autumn is, let’s say, for example, we have a scheduled meeting with a client. We have this pre meeting to discuss on some updates, right?

133 00:12:36.610 00:12:48.719 Uttam Kumaran: Yeah. So so the purpose of this meeting was, yeah, we typically today, we would have had. But we moved it to tomorrow. But it’s kind of a just a stand up to make sure we’re prepared on what we’re gonna present. And we update

134 00:12:49.120 00:12:50.310 Uttam Kumaran: our tickets.

135 00:12:51.200 00:12:52.879 Giselle Agot: Okay. Alright. Got it.

136 00:12:53.770 00:13:04.360 Uttam Kumaran: so kind of like a stand up. But also typically before any client, demo demos. We like to do like at least 15 min of like, what are we, gonna Demo? Who’s leading things like that?

137 00:13:05.910 00:13:07.850 Giselle Agot: Okay, got it. And the

138 00:13:08.000 00:13:17.819 Giselle Agot: format like, how you present the meeting is just presenting this dashboard. Or do you have a running document for the meeting agenda. I think that was what you were asking me earlier.

139 00:13:17.820 00:13:23.839 Uttam Kumaran: Yeah, it would be great to actually have a running document. We don’t have one. It would be great if we can

140 00:13:24.300 00:13:29.709 Uttam Kumaran: create one and use it for the for all of our demos with the client.

141 00:13:30.330 00:13:31.460 Giselle Agot: Okay, got it?

142 00:13:33.600 00:13:37.050 Uttam Kumaran: Yeah, like for default.

143 00:13:40.450 00:13:42.630 Uttam Kumaran: Yeah, we. I mean, we have a

144 00:13:43.240 00:13:54.370 Uttam Kumaran: yeah, we don’t. I? I that would be great. Actually, like, we don’t have one for basically, for for all, for all of the meeting notes it would be great to have for all the different. We have 3 work streams right so for each of them

145 00:13:55.080 00:13:56.699 Uttam Kumaran: it would be great to have

146 00:13:56.830 00:14:00.270 Uttam Kumaran: some ability to prepare agenda and the meeting so.

147 00:14:01.240 00:14:01.990 Giselle Agot: Okay.

148 00:14:05.860 00:14:06.540 Uttam Kumaran: Cool.

149 00:14:07.010 00:14:12.439 Uttam Kumaran: And then, yeah, when you have a chance. The past meetings, the default, have all been recorded, are and are in the platform.

150 00:14:12.990 00:14:22.809 Giselle Agot: Yeah, I I was reviewing it earlier. So yeah, the the call that you had with the client last July 30.th I think it was the latest one. So I was able to

151 00:14:23.185 00:14:27.859 Giselle Agot: look into that as well. But I’ll also be reviewing the other calls you’ve had just for

152 00:14:27.960 00:14:32.550 Giselle Agot: need to know how you format the calls, how you present them to the clients. So yep, all good.

153 00:14:33.510 00:14:34.190 Uttam Kumaran: Okay.

154 00:14:34.840 00:14:37.560 Uttam Kumaran: Alright. Well, appreciate it, guys. Thank you so much.

155 00:14:37.990 00:14:38.600 Mustafa Raja: Thank you.

156 00:14:38.970 00:14:40.760 Mustafa Raja: Thank you. Have a good day. Bye, bye.

157 00:14:40.950 00:14:41.760 Giselle Agot: Bye.