Meeting Title: Insomniac Cookies Handoff and Default Sync Date: 2025-08-11 Meeting participants: Giselle Agot, Casie Aviles, Amber Lin
WEBVTT
1 00:01:30.420 ⇒ 00:01:31.630 Amber Lin: Hello.
2 00:01:31.890 ⇒ 00:01:36.840 Amber Lin: Thanks for joining this meeting, it was quite a late notice. So…
3 00:01:36.950 ⇒ 00:01:49.130 Amber Lin: I want to hand off the manual fill test that Giselle is doing on insomniac cookies, and then after that, me and Giselle will talk about default, so…
4 00:01:49.580 ⇒ 00:01:53.320 Amber Lin: … Let’s see…
5 00:01:53.660 ⇒ 00:02:00.299 Amber Lin: Giselle, do you want to walk Casey through of the steps that you’re doing now, and what he can reference?
6 00:02:00.300 ⇒ 00:02:01.400 Giselle Agot: Yeah, sure.
7 00:02:01.700 ⇒ 00:02:03.680 Giselle Agot: Let me just…
8 00:02:04.450 ⇒ 00:02:12.719 Giselle Agot: First, share my screen. I just need to check with Casey first if he already has access to…
9 00:02:12.990 ⇒ 00:02:16.090 Giselle Agot: Microsoft, or….
10 00:02:16.090 ⇒ 00:02:18.520 Casie Aviles: Is it SharePoint? SharePoint?
11 00:02:19.390 ⇒ 00:02:22.649 Amber Lin: Yeah, were you able to open the spreadsheets?
12 00:02:23.110 ⇒ 00:02:25.350 Casie Aviles: Yes, … Yeah.
13 00:02:26.560 ⇒ 00:02:27.990 Amber Lin: That’s awesome.
14 00:02:28.490 ⇒ 00:02:29.400 Amber Lin: Corpores.
15 00:02:29.970 ⇒ 00:02:32.609 Casie Aviles: Marketing Performance Tracker, right?
16 00:02:33.010 ⇒ 00:02:38.780 Amber Lin: Yeah, that one, and also the daily KPI scorecard.
17 00:02:41.030 ⇒ 00:02:43.070 Casie Aviles: Daily KPI scoreline.
18 00:02:43.070 ⇒ 00:02:47.279 Amber Lin: Sorry, I’m not sure if that’s what it’s called. Daily Impact Scorecard.
19 00:02:47.660 ⇒ 00:02:48.220 Giselle Agot: Yep.
20 00:02:50.500 ⇒ 00:02:57.399 Casie Aviles: Oh, … I don’t have it yet, I think. I just have email, push, and SMS.
21 00:02:57.760 ⇒ 00:02:59.669 Casie Aviles: Content cards, yeah.
22 00:02:59.670 ⇒ 00:03:08.070 Amber Lin: I think it should be… you should be able to access this with the same… log in, …
23 00:03:09.510 ⇒ 00:03:14.580 Amber Lin: Do you mind opening the Notion that Giselle sent in the Zoom chat?
24 00:03:15.690 ⇒ 00:03:17.209 Casie Aviles: Yes, ….
25 00:03:18.020 ⇒ 00:03:25.960 Amber Lin: And then the link to the daily impact scorecard is in the… is in the Notion doc.
26 00:03:37.200 ⇒ 00:03:39.030 Casie Aviles: Okay, yeah, I can see it now.
27 00:03:39.640 ⇒ 00:03:43.690 Amber Lin: Oh, awesome, okay. I’ll let Giselle walk you through.
28 00:03:44.080 ⇒ 00:03:48.080 Giselle Agot: Yeah, and can you also open Breeze, this one?
29 00:03:49.150 ⇒ 00:03:53.519 Casie Aviles: Yes, I was able to, … logged in to Braze earlier.
30 00:03:53.520 ⇒ 00:03:54.380 Giselle Agot: Okay.
31 00:03:55.440 ⇒ 00:03:58.199 Giselle Agot: Alright, so, …
32 00:03:58.850 ⇒ 00:04:07.170 Giselle Agot: what I do first is I fill this out, which is the marketing performance tracker, and then…
33 00:04:07.300 ⇒ 00:04:09.190 Giselle Agot: I log into Breeze.
34 00:04:13.000 ⇒ 00:04:23.009 Giselle Agot: Actually, the instructions is here, so we need to go to Breeze and navigate Messaging, and then we go to Campaigns, so it’s here.
35 00:04:23.550 ⇒ 00:04:28.049 Giselle Agot: And then… When you check here in this
36 00:04:28.220 ⇒ 00:04:44.520 Giselle Agot: spreadsheet, the date here is the date from yesterday. So, I put in here August 10, because that’s last Sunday, because we’re already 11th today. So, for tomorrow, you will be doing August 11th.
37 00:04:45.360 ⇒ 00:04:49.989 Giselle Agot: So, you need to… Check here, …
38 00:04:50.430 ⇒ 00:04:54.020 Giselle Agot: the results for August 11, so we have 4.
39 00:04:55.600 ⇒ 00:04:55.960 Giselle Agot: solely.
40 00:04:55.960 ⇒ 00:04:56.330 Casie Aviles: Okay.
41 00:04:56.330 ⇒ 00:05:01.250 Giselle Agot: is I click on the most bottom part here.
42 00:05:01.980 ⇒ 00:05:05.900 Giselle Agot: And then I copy, first, this one.
43 00:05:06.560 ⇒ 00:05:09.130 Giselle Agot: And then I put it here.
44 00:05:09.750 ⇒ 00:05:12.399 Giselle Agot: And then this is when I know it’s email.
45 00:05:12.580 ⇒ 00:05:16.820 Giselle Agot: So, I put in email, …
46 00:05:17.500 ⇒ 00:05:21.519 Giselle Agot: the date, let’s say, this is for tomorrow, so…
47 00:05:22.000 ⇒ 00:05:32.130 Giselle Agot: Actually, I… Amber, I don’t have any idea, like, what to type in here. I just put in the time, like, the time that I am creating this, so…
48 00:05:32.450 ⇒ 00:05:42.899 Giselle Agot: let’s just say tomorrow, Casey, you’ll be working on this one, so you can put in Monday, and then at… let’s say you’re logging in at… or you’re doing this at
49 00:05:43.120 ⇒ 00:05:48.389 Giselle Agot: 8.50, 8.20 your time, something like that. 8.20 a.m, so….
50 00:05:49.450 ⇒ 00:05:49.960 Casie Aviles: Okay.
51 00:05:49.960 ⇒ 00:05:51.450 Giselle Agot: That’s what I do, so….
52 00:05:51.450 ⇒ 00:05:58.220 Casie Aviles: This, sorry, just a quick question. This, this sheet, did you make this, or was this already provided by the client?
53 00:05:59.810 ⇒ 00:06:01.769 Amber Lin: Yeah, this is from the client.
54 00:06:01.770 ⇒ 00:06:03.589 Casie Aviles: Okay, so we’re just upending.
55 00:06:03.820 ⇒ 00:06:04.460 Giselle Agot: Yes.
56 00:06:05.440 ⇒ 00:06:06.050 Casie Aviles: Okay.
57 00:06:07.000 ⇒ 00:06:14.140 Amber Lin: For… can we see the deploy date for Braze? Can you click on Braze?
58 00:06:14.630 ⇒ 00:06:23.370 Amber Lin: … I think we know the date that it’s created by, because it says… created by…
59 00:06:23.520 ⇒ 00:06:33.429 Amber Lin: This one, but… So… We can have that, we can… I don’t know, maybe we can…
60 00:06:34.940 ⇒ 00:06:39.770 Amber Lin: We can use this date… Or earlier.
61 00:06:40.370 ⇒ 00:06:50.700 Amber Lin: I think most states, they just need to know, like, the created by date, and then the time, I guess is less important, because I don’t know where to find it yet.
62 00:06:51.100 ⇒ 00:07:03.709 Giselle Agot: Yeah, that’s also the same with Robert’s Loom video, like, he just… in a time, but the date would be… yeah, that’s 8-11, so the day before.
63 00:07:05.980 ⇒ 00:07:20.210 Giselle Agot: And then, yeah, you just have to put in the details that you see here, so total audience. This may, be changed, so we cannot put this in for now, because it will change by tomorrow, so…
64 00:07:20.530 ⇒ 00:07:25.000 Giselle Agot: You just have to… Put in the details by tomorrow, not now, so I don’.
65 00:07:25.000 ⇒ 00:07:25.370 Casie Aviles: Okay.
66 00:07:25.370 ⇒ 00:07:28.670 Giselle Agot: Revenue, it’s $260.
67 00:07:28.940 ⇒ 00:07:32.380 Giselle Agot: And then… Let me first.
68 00:07:33.620 ⇒ 00:07:38.610 Giselle Agot: Open rate… this one.
69 00:07:39.270 ⇒ 00:07:43.900 Giselle Agot: That’s what you put in, and then for conversion rate.
70 00:07:44.260 ⇒ 00:07:48.330 Giselle Agot: It’s this one, so just put in 0 if it’s zero.
71 00:07:48.580 ⇒ 00:07:52.409 Giselle Agot: And then for total revenue, it’s this one.
72 00:07:54.530 ⇒ 00:07:59.650 Giselle Agot: So… so, everything that’s sedated
73 00:08:00.210 ⇒ 00:08:08.220 Giselle Agot: The campaigns that’s dated the day before, so it’s 8-11, so you have 1, 2, 3, 4, for now, so this is what you will be…
74 00:08:08.430 ⇒ 00:08:11.040 Giselle Agot: Updating here in the sheet.
75 00:08:13.120 ⇒ 00:08:20.240 Casie Aviles: Got it, got it, yeah. It’s pretty clear so far. And you also have the Notion doc as well, so this will be… yeah, I can reference this.
76 00:08:22.120 ⇒ 00:08:24.469 Amber Lin: Could we click on the spreadsheet?
77 00:08:25.830 ⇒ 00:08:26.780 Giselle Agot: This one?
78 00:08:27.250 ⇒ 00:08:32.919 Amber Lin: Yeah, I think we need to calculate for email, so column E.
79 00:08:33.020 ⇒ 00:08:38.509 Amber Lin: We need to calculate the email cost to serve.
80 00:08:39.590 ⇒ 00:08:47.239 Amber Lin: Could you copy… say, click on the… … Click on this…
81 00:08:49.270 ⇒ 00:08:53.040 Amber Lin: Copy, and then paste it in the
82 00:08:54.850 ⇒ 00:08:59.359 Amber Lin: And here, it should copy the… Formula 2…
83 00:09:04.630 ⇒ 00:09:07.030 Amber Lin: Nope, that didn’t work.
84 00:09:07.740 ⇒ 00:09:11.400 Amber Lin: The… Delete it, and then let’s…
85 00:09:12.160 ⇒ 00:09:14.939 Amber Lin: Let’s click on it and copy the formula.
86 00:09:15.860 ⇒ 00:09:17.000 Amber Lin: Double click.
87 00:09:17.620 ⇒ 00:09:20.179 Casie Aviles: Yeah, there’s the formula up there, yeah.
88 00:09:21.120 ⇒ 00:09:21.710 Amber Lin: Yeah.
89 00:09:23.190 ⇒ 00:09:24.230 Casie Aviles: Yeah, this one.
90 00:09:35.550 ⇒ 00:09:36.910 Amber Lin: Hmm, for email.
91 00:09:37.670 ⇒ 00:09:41.610 Amber Lin: Okay. And then we need to update the cell.
92 00:09:41.920 ⇒ 00:09:43.260 Casie Aviles: Yeah, the row number.
93 00:09:43.550 ⇒ 00:09:44.200 Amber Lin: Yeah.
94 00:09:45.730 ⇒ 00:09:49.679 Amber Lin: Can you double-click on it, and double-click on the cell?
95 00:09:49.810 ⇒ 00:09:58.619 Amber Lin: And then… Delete change it to D1887.
96 00:10:00.700 ⇒ 00:10:02.140 Amber Lin: Yeah, that’s good.
97 00:10:03.950 ⇒ 00:10:12.239 Amber Lin: So we only need to do it for email, and I have it, I have it for the… in the Notion doc as well.
98 00:10:17.790 ⇒ 00:10:18.470 Casie Aviles: Okay.
99 00:10:18.760 ⇒ 00:10:21.519 Casie Aviles: And then ideally, we want to automate this as well.
100 00:10:23.430 ⇒ 00:10:24.480 Amber Lin: ….
101 00:10:24.800 ⇒ 00:10:28.840 Casie Aviles: Yeah, is this something we want to automate, or not yet?
102 00:10:29.390 ⇒ 00:10:40.290 Amber Lin: I don’t think so. This is a separate workstream than our automations. I think for automations, we’re creating our own intermediate, so it depends on what you can get from Braze.
103 00:10:40.290 ⇒ 00:10:49.810 Amber Lin: So, we’re just now filling in until we finish the automations, then they approve it, so we just have to do this until we get that done.
104 00:10:50.140 ⇒ 00:10:51.350 Casie Aviles: Okay, yeah.
105 00:10:53.840 ⇒ 00:11:04.270 Giselle Agot: Okay, so once you have everything, added here on this sheet, so we will move on to the tracker, or sorry, the daily impact scorecard.
106 00:11:04.610 ⇒ 00:11:13.589 Giselle Agot: And it’s actually here, the next step. So, we need to sum up the revenue across all channels, so email, push, SMS.
107 00:11:13.770 ⇒ 00:11:17.720 Giselle Agot: So… This is where I updated it.
108 00:11:17.940 ⇒ 00:11:21.470 Giselle Agot: So, let’s see, the date is…
109 00:11:22.800 ⇒ 00:11:25.849 Giselle Agot: Oh, it’s 10, so that’s going to be here.
110 00:11:32.160 ⇒ 00:11:35.430 Giselle Agot: 8, 9, 10, 11…
111 00:11:43.830 ⇒ 00:11:44.620 Giselle Agot: Here.
112 00:11:45.340 ⇒ 00:11:56.290 Giselle Agot: So, here, in Owned Marketing, SOP shows here that we need to sum up the revenue across all channels.
113 00:11:56.580 ⇒ 00:12:00.649 Giselle Agot: So, it’s for the email push and SMS for the date, so…
114 00:12:02.250 ⇒ 00:12:05.630 Giselle Agot: Let’s say for tomorrow, you have…
115 00:12:06.630 ⇒ 00:12:10.469 Giselle Agot: Two pushes, and two emails, so…
116 00:12:10.600 ⇒ 00:12:13.129 Giselle Agot: You just have to categorize that here.
117 00:12:13.840 ⇒ 00:12:20.759 Giselle Agot: for email, the sum for email, and then for push, and then SMS is zero.
118 00:12:23.390 ⇒ 00:12:24.090 Casie Aviles: Okay.
119 00:12:25.950 ⇒ 00:12:28.269 Giselle Agot: And then, after that.
120 00:12:33.330 ⇒ 00:12:39.770 Giselle Agot: This is what, for meta ads, Facebook, you have to skip this, because currently we don’t have any access.
121 00:12:39.930 ⇒ 00:12:46.950 Giselle Agot: So, you just have to move forward with Google Ads. So, you just have to click on this link.
122 00:12:49.750 ⇒ 00:12:59.190 Giselle Agot: And then… You select the… Current date, so… Just click on Apply.
123 00:12:59.470 ⇒ 00:13:05.769 Giselle Agot: And then you… the data here, the cost data.
124 00:13:06.030 ⇒ 00:13:07.579 Giselle Agot: You add that.
125 00:13:09.100 ⇒ 00:13:13.839 Giselle Agot: Here on the, … in Google.
126 00:13:14.680 ⇒ 00:13:15.500 Giselle Agot: Here.
127 00:13:15.620 ⇒ 00:13:16.640 Giselle Agot: On the top.
128 00:13:17.880 ⇒ 00:13:19.939 Giselle Agot: For me, I just leave this blank.
129 00:13:23.530 ⇒ 00:13:29.800 Giselle Agot: And then… So… that’s it, and then…
130 00:13:30.350 ⇒ 00:13:40.150 Giselle Agot: For the impact scorecard totals, so you need to log into the Outlook email, so I’m sure you have access to it already.
131 00:13:43.940 ⇒ 00:13:48.790 Giselle Agot: So this is when I look for Mark Gold’s email.
132 00:13:49.750 ⇒ 00:13:51.829 Giselle Agot: … here.
133 00:13:53.440 ⇒ 00:14:08.540 Giselle Agot: you look for Marcot’s email, it’s the daily sales flash, and it should be the, yesterday’s date, and you select the one that is not UK or Canada. So, example for that is…
134 00:14:08.800 ⇒ 00:14:15.639 Giselle Agot: say, for example, this one, it’s the first one, usually, because the second and third is Canada and US, so you just
135 00:14:16.030 ⇒ 00:14:17.599 Giselle Agot: Open this one.
136 00:14:21.080 ⇒ 00:14:24.580 Giselle Agot: And, … Here.
137 00:14:31.430 ⇒ 00:14:36.089 Giselle Agot: So this is where you put in the data for CY revenue.
138 00:14:38.350 ⇒ 00:14:46.159 Giselle Agot: So… The formula is also instructed here.
139 00:14:46.970 ⇒ 00:14:55.630 Giselle Agot: So you apply the formula of the two cells below it, so this is… if you can see, I have this one here.
140 00:14:56.530 ⇒ 00:15:03.110 Giselle Agot: So it’s… This one. So this is how I come up with this.
141 00:15:03.920 ⇒ 00:15:15.389 Amber Lin: Yeah, Casey, I think it’s just that these are in thousands units, and we just want to convert them to regular dollars. I think thousands? So….
142 00:15:16.000 ⇒ 00:15:21.739 Amber Lin: Oh, I don’t know if it’s thousands, but Robert added 100, so that’s what I… that’s what I did.
143 00:15:23.160 ⇒ 00:15:24.020 Giselle Agot: Okay.
144 00:15:25.770 ⇒ 00:15:31.440 Giselle Agot: So that’s what I placed in here for the revenue.
145 00:15:33.310 ⇒ 00:15:38.079 Giselle Agot: And then for LY revenue, this is the formula.
146 00:15:38.200 ⇒ 00:15:39.720 Giselle Agot: That you will follow.
147 00:15:41.980 ⇒ 00:15:45.920 Giselle Agot: And then you just copy the numbers in the LY revenue here.
148 00:15:48.850 ⇒ 00:15:52.759 Giselle Agot: Then it should come up with a total, like, same as this one.
149 00:15:54.440 ⇒ 00:15:55.140 Casie Aviles: Okay.
150 00:15:59.800 ⇒ 00:16:00.560 Amber Lin: ….
151 00:16:01.050 ⇒ 00:16:01.430 Giselle Agot: if….
152 00:16:01.430 ⇒ 00:16:02.510 Amber Lin: Is that everything?
153 00:16:05.010 ⇒ 00:16:07.639 Giselle Agot: Yeah, that’s… I think that’s all.
154 00:16:08.500 ⇒ 00:16:10.679 Casie Aviles: Kent, what?
155 00:16:10.830 ⇒ 00:16:15.119 Casie Aviles: Sorry, what’s the, one pass again for the Outlook? I don’t think I have….
156 00:16:16.020 ⇒ 00:16:18.900 Amber Lin: Oh, are you in the OnePass vault?
157 00:16:20.270 ⇒ 00:16:23.599 Casie Aviles: It’s also the… it’s also Microsoft, right? Like…
158 00:16:23.830 ⇒ 00:16:25.900 Casie Aviles: The one we used for the SharePoint.
159 00:16:26.340 ⇒ 00:16:33.899 Amber Lin: Yeah, but I think it will be easier if you log in directly via Outlook. Let me see…
160 00:16:34.390 ⇒ 00:16:38.880 Amber Lin: Let’s check… Okay, you’re in the vault.
161 00:16:39.010 ⇒ 00:16:43.640 Amber Lin: So, once you’re in the vault, …
162 00:16:44.060 ⇒ 00:16:52.850 Amber Lin: … oh, never mind. Okay, let me copy and paste the Outlook. Yeah, it’s the Microsoft account. Let me copy-paste the Outlook login link.
163 00:16:52.850 ⇒ 00:16:55.199 Casie Aviles: I was able to log in, no, I believe.
164 00:16:55.500 ⇒ 00:16:56.050 Amber Lin: Awesome.
165 00:16:56.050 ⇒ 00:16:57.789 Casie Aviles: I can see the inbox.
166 00:16:58.220 ⇒ 00:16:59.640 Amber Lin: Yay, okay.
167 00:16:59.980 ⇒ 00:17:06.579 Casie Aviles: So, I guess one question is, … and I have to do all of that, like, daily, right? And….
168 00:17:07.589 ⇒ 00:17:19.180 Amber Lin: Yeah, so, think… Let’s… Let’s do this… let’s complete this by… 10 a.m. EST.
169 00:17:19.510 ⇒ 00:17:22.339 Amber Lin: Is that… is that reasonable time for you?
170 00:17:22.569 ⇒ 00:17:24.350 Amber Lin: What time would that be for you?
171 00:17:24.630 ⇒ 00:17:27.999 Casie Aviles: I start… so when do I start, like, today or tomorrow’s?
172 00:17:28.590 ⇒ 00:17:33.080 Amber Lin: Yeah, today. So, we… you will fill in for…
173 00:17:33.840 ⇒ 00:17:39.120 Amber Lin: whatever happens today, and we’ll fill that by tomorrow’s 10 a.m. EST.
174 00:17:42.370 ⇒ 00:17:43.110 Casie Aviles: Okay.
175 00:17:48.070 ⇒ 00:17:54.120 Amber Lin: And I think I’ll try my best to… …
176 00:17:58.050 ⇒ 00:18:04.780 Amber Lin: check in tomorrow morning as well to do a QA before we hand this to the client.
177 00:18:05.370 ⇒ 00:18:12.519 Amber Lin: Casey, would you mind just recording a loom as you do it? And I can just go through…
178 00:18:12.700 ⇒ 00:18:14.040 Amber Lin: and check.
179 00:18:15.200 ⇒ 00:18:17.700 Casie Aviles: Yeah, sure, sure, I can, I can record the loop.
180 00:18:22.810 ⇒ 00:18:32.160 Amber Lin: Okay, yeah, let me know in the Insomnia channel if you have any questions. I think both me and Giselle can help answer them. I think this would also help
181 00:18:32.300 ⇒ 00:18:37.859 Amber Lin: Doing the automations, because then we’ll know what fields they’re looking at.
182 00:18:39.680 ⇒ 00:18:47.040 Casie Aviles: Okay, yeah. And, eventually, I think it would be great if we could also automate this process.
183 00:18:47.040 ⇒ 00:18:55.990 Amber Lin: Yeah, I would… I would love to. I think this is… I don’t know… I mean, this is why they hired us, so we’ll…
184 00:18:56.270 ⇒ 00:19:03.119 Amber Lin: Hopefully this is motivation for all of us to fill it. Do it automatically, because it’s a pain for everybody.
185 00:19:03.710 ⇒ 00:19:05.779 Casie Aviles: Okay, yeah, yeah, sure.
186 00:19:06.320 ⇒ 00:19:11.270 Amber Lin: Appreciate it. Yeah, let me know how the automation stuff goes as well, and if you have any questions.
187 00:19:12.510 ⇒ 00:19:13.230 Casie Aviles: Alright.
188 00:19:13.500 ⇒ 00:19:15.269 Amber Lin: Great. Thanks, Casey.
189 00:19:15.270 ⇒ 00:19:15.960 Casie Aviles: Thank you.
190 00:19:15.960 ⇒ 00:19:17.389 Giselle Agot: Thank you. I’ll hop off now.
191 00:19:17.540 ⇒ 00:19:18.060 Giselle Agot: Okay.
192 00:19:18.060 ⇒ 00:19:18.670 Amber Lin: Okay.
193 00:19:19.460 ⇒ 00:19:20.750 Amber Lin: Boom.
194 00:19:21.220 ⇒ 00:19:22.380 Amber Lin: Alright.
195 00:19:22.960 ⇒ 00:19:26.439 Amber Lin: Let’s talk about default real quick.
196 00:19:26.440 ⇒ 00:19:27.320 Giselle Agot: Okay.
197 00:19:27.510 ⇒ 00:19:35.450 Amber Lin: … Let me copy… Peace.
198 00:19:38.750 ⇒ 00:19:40.700 Amber Lin: Can you let me know what…
199 00:19:41.020 ⇒ 00:19:47.290 Amber Lin: what you have understood, and what’s spoken for you, so I can give you concrete steps to follow.
200 00:19:49.870 ⇒ 00:19:56.090 Giselle Agot: … What do you mean, like, what the project is about for default?
201 00:19:56.470 ⇒ 00:20:04.299 Amber Lin: What your… that, and also what your responsibilities are. Do you know what you need to do?
202 00:20:05.250 ⇒ 00:20:09.819 Giselle Agot: Yeah, based on my understanding, I…
203 00:20:10.970 ⇒ 00:20:21.039 Giselle Agot: was able to sit in the call, the client calls last week, and also the internal calls. And, that’s when I get to assign the tasks.
204 00:20:21.180 ⇒ 00:20:25.320 Giselle Agot: to involve Mustafa, and… Henry.
205 00:20:25.540 ⇒ 00:20:33.519 Giselle Agot: And also some tasks that I had to catch up from Henry, because, he was, I think he was behind from last week.
206 00:20:33.520 ⇒ 00:20:34.810 Amber Lin: And….
207 00:20:35.240 ⇒ 00:20:39.809 Giselle Agot: In my understanding, the role is
208 00:20:40.340 ⇒ 00:20:42.809 Giselle Agot: to make sure that I create
209 00:20:43.090 ⇒ 00:20:47.219 Giselle Agot: Appropriately to the ticket, and then make sure that
210 00:20:47.550 ⇒ 00:20:53.540 Giselle Agot: I add that on linear, and then… I have to… …
211 00:20:54.110 ⇒ 00:21:00.920 Giselle Agot: Be updated with how the tickets are, or where it’s at, if it’s still pending, the timeline.
212 00:21:01.540 ⇒ 00:21:13.339 Giselle Agot: So… Yeah, that was… and also, I’ll be attending the meetings that’s already plotted for this project.
213 00:21:13.460 ⇒ 00:21:14.100 Giselle Agot: So I….
214 00:21:14.100 ⇒ 00:21:14.570 Amber Lin: Oh my god.
215 00:21:14.570 ⇒ 00:21:26.089 Giselle Agot: an understanding, like, the time of delivery, what the AI team has already prepared, what is still missing, what we need to do in the following days, so, yeah.
216 00:21:26.380 ⇒ 00:21:35.070 Amber Lin: Okay, yeah, sounds good. Do you think we should run weekly sprints, one-week sprints, or two-week sprints?
217 00:21:36.770 ⇒ 00:21:39.969 Giselle Agot: Mmm… for this project, since it’s new.
218 00:21:40.660 ⇒ 00:21:43.319 Giselle Agot: I would suggest to have it a weekly sprint.
219 00:21:43.860 ⇒ 00:21:44.770 Amber Lin: Okay.
220 00:21:44.910 ⇒ 00:21:51.140 Amber Lin: Okay, we’ll do that then. We can always adjust in the future, so… oh, I’m not sharing my screen.
221 00:21:51.640 ⇒ 00:22:01.730 Amber Lin: Here is… I’m just working on the default project management plan. Let me copy this link and share it in our chat.
222 00:22:02.790 ⇒ 00:22:04.670 Amber Lin: Nope, not this fellow.
223 00:22:08.900 ⇒ 00:22:24.050 Amber Lin: And I’ll put some to-dos… Here, so… we have… One week spent… well… So, we’ll have one-week sprints…
224 00:22:24.430 ⇒ 00:22:29.369 Amber Lin: And then we’ll have a weekly planning at Retro.
225 00:22:30.070 ⇒ 00:22:35.879 Amber Lin: And then just pull up your calendar and see what it’s like.
226 00:22:37.250 ⇒ 00:22:44.330 Amber Lin: Okay… Wait, do you have the default weekly meetings?
227 00:22:44.500 ⇒ 00:22:50.939 Giselle Agot: Yeah, we have… this week, we have, when… Wednesday. It’s…
228 00:22:51.190 ⇒ 00:22:55.990 Giselle Agot: We have the pre-meeting, and then we also have the product analytics sync.
229 00:22:55.990 ⇒ 00:23:04.720 Amber Lin: Oh, I see. Let me… let me scoot that… the PM… sorry, let me scoot my PM meeting away so it’s out of your way.
230 00:23:05.230 ⇒ 00:23:09.580 Amber Lin: … And… okay.
231 00:23:10.020 ⇒ 00:23:12.970 Amber Lin: So, how many stand-ups per week?
232 00:23:16.010 ⇒ 00:23:18.890 Amber Lin: Sounds like we still need to book planning.
233 00:23:19.960 ⇒ 00:23:23.269 Amber Lin: Doesn’t look like this. It exists yet.
234 00:23:23.940 ⇒ 00:23:25.560 Giselle Agot: Status is….
235 00:23:25.700 ⇒ 00:23:33.620 Amber Lin: Oh, I see. It exists, but it’s not weekly, it’s every two weeks right now. Yep. So, change planning…
236 00:23:34.600 ⇒ 00:23:38.090 Amber Lin: Into weekly cadence…
237 00:23:38.370 ⇒ 00:23:47.119 Amber Lin: I would recommend combining retro and planning, because it’s a small project, maybe just take 10 minutes to ask people to do a retro. Do you think that’s okay?
238 00:23:47.120 ⇒ 00:23:48.530 Giselle Agot: Yeah, I agree.
239 00:23:53.080 ⇒ 00:24:02.849 Amber Lin: Okay, and stand-ups, we have one on Thursday, I think we can… we can keep that, if that’s sufficient.
240 00:24:03.100 ⇒ 00:24:07.910 Amber Lin: So, we’ll do stand-up… once…
241 00:24:12.300 ⇒ 00:24:13.470 Amber Lin: per week.
242 00:24:16.630 ⇒ 00:24:22.870 Amber Lin: on Thursday, so you wanted to… Whoa.
243 00:24:23.970 ⇒ 00:24:26.810 Amber Lin: Third email on Monday.
244 00:24:28.270 ⇒ 00:24:32.079 Amber Lin: You can do a bi-weekly grooming, which I think still exists.
245 00:24:32.380 ⇒ 00:24:32.990 Giselle Agot: Yeah.
246 00:24:32.990 ⇒ 00:24:35.490 Amber Lin: So we’ll keep that.
247 00:24:36.210 ⇒ 00:24:39.519 Amber Lin: Sounds like something that it stays for now.
248 00:24:39.890 ⇒ 00:24:52.490 Amber Lin: And then… this is with… Client… demo… And creamy… maybe 4.
249 00:24:53.030 ⇒ 00:24:55.330 Amber Lin: So, ownership…
250 00:24:59.870 ⇒ 00:25:03.470 Amber Lin: Run this meeting, Giselle.
251 00:25:04.390 ⇒ 00:25:07.780 Amber Lin: Whoa… Make sure…
252 00:25:08.240 ⇒ 00:25:18.030 Amber Lin: team is prepared. Which, honestly, all you need to do is to ask at the pre-meeting, or ask at the stand-up, hey, what are we gonna do?
253 00:25:18.510 ⇒ 00:25:23.069 Amber Lin: Are we ready? Can we prepare it if not ready? So it’s… maybe ask.
254 00:25:23.280 ⇒ 00:25:27.309 Amber Lin: You can ask in the channel, just to make sure that people aren’t prepared.
255 00:25:27.800 ⇒ 00:25:28.830 Giselle Agot: Okay.
256 00:25:29.200 ⇒ 00:25:38.849 Amber Lin: Yeah. So those are the rituals. Seems like the only thing we need to do is to change planning into weekly cadence. …
257 00:25:39.170 ⇒ 00:25:42.970 Amber Lin: And then… Okay.
258 00:25:43.580 ⇒ 00:25:48.750 Amber Lin: And I updated… 3 minutes left.
259 00:25:49.260 ⇒ 00:25:50.720 Amber Lin: …
260 00:25:52.920 ⇒ 00:26:05.350 Amber Lin: This one. So, I think the source of different tickets is meeting with clients, any Slack messages, or what the team says about… says during…
261 00:26:06.180 ⇒ 00:26:15.620 Amber Lin: rituals and meetings. So any… any of those could be sources of… Tickets.
262 00:26:18.130 ⇒ 00:26:18.480 Giselle Agot: Okay.
263 00:26:18.480 ⇒ 00:26:20.909 Amber Lin: That’s our responsibilities.
264 00:26:21.260 ⇒ 00:26:22.410 Amber Lin: ….
265 00:26:24.490 ⇒ 00:26:33.519 Giselle Agot: So, it served as my guide, right? Like, what I need to, … the information that I need to have as an update.
266 00:26:34.010 ⇒ 00:26:35.850 Giselle Agot: Is that correct?
267 00:26:36.060 ⇒ 00:26:36.889 Giselle Agot: For this one.
268 00:26:36.890 ⇒ 00:26:43.549 Amber Lin: Sorry. What does that mean? Oh, yeah, this is where… where it might happen.
269 00:26:43.700 ⇒ 00:26:46.520 Amber Lin: So that it can be helpful.
270 00:26:46.690 ⇒ 00:26:47.610 Giselle Agot: Okay.
271 00:26:55.170 ⇒ 00:27:02.660 Amber Lin: I think when we say running rituals, I mean, it… Coordinating.
272 00:27:03.180 ⇒ 00:27:21.410 Amber Lin: As in, okay, these are the items you can talk about, hey, this team… team member A, what are you… what are you doing? Team member B, so you’re gonna be the host of the meeting. So I think that’s what Uta means when he says, can you own this? Is that…
273 00:27:21.900 ⇒ 00:27:27.359 Amber Lin: You should lead the talking, and then he will get his advice, but he shouldn’t run the meeting.
274 00:27:28.360 ⇒ 00:27:29.240 Giselle Agot: Okay.
275 00:27:29.680 ⇒ 00:27:30.280 Amber Lin: Yeah.
276 00:27:34.770 ⇒ 00:27:48.160 Giselle Agot: Update that Adam was asking earlier, like, he wanted to have something in the designated channel, let’s say for a default. Does he want all the responses to these added in the channel, or…?
277 00:27:49.270 ⇒ 00:27:50.520 Amber Lin: What do you mean?
278 00:27:50.700 ⇒ 00:27:51.180 Giselle Agot: like….
279 00:27:51.210 ⇒ 00:27:52.600 Amber Lin: Responses to what?
280 00:27:52.600 ⇒ 00:28:01.600 Giselle Agot: Yeah, he was asking earlier, like, he didn’t… he was looking for, like, … Not an output, but…
281 00:28:02.340 ⇒ 00:28:10.390 Giselle Agot: something that he can, like, look at if that’s already in place, let’s say the rituals, … he…
282 00:28:10.630 ⇒ 00:28:14.919 Giselle Agot: Yeah, that wasn’t my understanding, like, that was what he was looking for.
283 00:28:16.780 ⇒ 00:28:17.510 Amber Lin: Okay.
284 00:28:17.790 ⇒ 00:28:18.830 Amber Lin: …
285 00:28:20.130 ⇒ 00:28:34.179 Amber Lin: That’s not the most clear to me. I remember he said he wants you to own Rituals, which we just addressed, so I’m gonna report… we’ll report that back to him. I think the other thing he wants was to have…
286 00:28:35.060 ⇒ 00:28:36.330 Amber Lin: clear….
287 00:28:36.490 ⇒ 00:28:40.800 Giselle Agot: So that tickets are created, which we also just talked about.
288 00:28:40.800 ⇒ 00:28:46.300 Amber Lin: And that he knows what’s… He doesn’t have to chase after people.
289 00:28:46.530 ⇒ 00:28:47.040 Amber Lin: Okay.
290 00:28:47.500 ⇒ 00:29:07.190 Amber Lin: So that’s essentially every day, like, team member, ABC, like, here’s your 5 tickets, tell me what you’re doing about them. If they don’t respond, well, ping again, like, team member, what are you doing? And then, if anything’s past due, or if nobody responds, we say, hey, Utam.
291 00:29:07.390 ⇒ 00:29:09.720 Amber Lin: I talked about this 2 times.
292 00:29:09.880 ⇒ 00:29:22.919 Amber Lin: I haven’t got a response, or this is gonna be late, I need to let… I need to let you know, like, okay. And then he go chase… he goes, team member A, Giselle has talked to you two times about this, what’s happening?
293 00:29:23.050 ⇒ 00:29:35.790 Amber Lin: So, like, keep him posted on anything that’s going wrong, so that it’s not your responsibility. If you don’t tell him, it’s gonna be our fault.
294 00:29:35.960 ⇒ 00:29:39.130 Amber Lin: But if you tell him, then he can take action.
295 00:29:39.950 ⇒ 00:29:41.220 Giselle Agot: Okay, got it.
296 00:29:41.220 ⇒ 00:29:41.830 Amber Lin: Yep.
297 00:29:42.450 ⇒ 00:29:50.490 Amber Lin: So… Let me… I will update this.
298 00:29:54.370 ⇒ 00:29:55.100 Amber Lin: Right.
299 00:29:56.690 ⇒ 00:30:00.769 Amber Lin: for… Each team member.
300 00:30:01.390 ⇒ 00:30:02.510 Amber Lin: What?
301 00:30:03.990 ⇒ 00:30:10.650 Amber Lin: R… There’s, … Just says no tickets.
302 00:30:11.260 ⇒ 00:30:16.990 Amber Lin: If anything’s late… Hango.
303 00:30:17.850 ⇒ 00:30:21.490 Amber Lin: If… It’s late.
304 00:30:24.160 ⇒ 00:30:26.979 Amber Lin: Food days. Hanging bone.
305 00:30:27.480 ⇒ 00:30:31.300 Amber Lin: And at… hotel.
306 00:30:41.430 ⇒ 00:30:42.620 Amber Lin: …
307 00:30:47.900 ⇒ 00:31:03.580 Amber Lin: Let’s say if… If team member says… I’m blocked by… … get… Ask.
308 00:31:03.730 ⇒ 00:31:08.230 Amber Lin: Who can un… blocked this.
309 00:31:09.640 ⇒ 00:31:10.960 Amber Lin: And then…
310 00:31:14.040 ⇒ 00:31:16.269 Amber Lin: Make it a ticket.
311 00:31:16.710 ⇒ 00:31:18.230 Amber Lin: or tag.
312 00:31:18.860 ⇒ 00:31:19.880 Amber Lin: Tom.
313 00:31:29.080 ⇒ 00:31:29.920 Amber Lin: Okay.
314 00:31:30.420 ⇒ 00:31:32.810 Amber Lin: thing. I hope that’s more clear.
315 00:31:33.220 ⇒ 00:31:36.430 Amber Lin: And then, the weekly updates…
316 00:31:36.790 ⇒ 00:31:44.340 Amber Lin: I will sync with you on Thursday on that a bit more. I need to hop now.
317 00:31:46.030 ⇒ 00:31:47.849 Amber Lin: I hope this is more clear.
318 00:31:56.860 ⇒ 00:31:57.720 Amber Lin: Okay.
319 00:31:57.940 ⇒ 00:32:12.919 Amber Lin: I know it’s pretty late. I’ll send an update to Utam. I need to use this meeting room. Let me know if you have any questions, just… you can DM me if you don’t want to send it in the channel, and then I’ll do my best to answer them. I know things are… there’s a lot of stuff going on.
320 00:32:13.530 ⇒ 00:32:15.590 Giselle Agot: Okay, sure. Thank you so much, Amber.
321 00:32:15.970 ⇒ 00:32:18.199 Giselle Agot: Yeah, of course. Bye. Bye.