Meeting Title: Default Team Ticket Review Sync Date: 2025-09-04 Meeting participants: Uttam Kumaran, Rico Rejoso, Mustafa Raja, Samuel Roberts, Henry Zhao


WEBVTT

1 00:00:41.430 00:00:42.660 Rico Rejoso: Hi, Tom.

2 00:00:45.840 00:00:46.720 Uttam Kumaran: Hey!

3 00:00:55.370 00:00:56.020 Mustafa Raja: Hey.

4 00:00:57.850 00:00:58.450 Rico Rejoso: ice.

5 00:00:58.820 00:00:59.680 Mustafa Raja: Hey…

6 00:01:06.510 00:01:08.550 Rico Rejoso: Things every… I think everyone’s here.

7 00:01:09.120 00:01:10.639 Rico Rejoso: Or should we wait for Henry?

8 00:01:10.970 00:01:13.109 Uttam Kumaran: Let’s get started.

9 00:01:14.120 00:01:14.710 Rico Rejoso: Okay.

10 00:01:15.020 00:01:16.359 Rico Rejoso: Let me just share my screen.

11 00:01:25.360 00:01:31.919 Rico Rejoso: Alright, so let’s first check the tickets that are due yesterday, and most of it are under internal review.

12 00:01:32.160 00:01:33.870 Rico Rejoso: See if everything’s done.

13 00:01:34.210 00:01:38.120 Rico Rejoso: Or do you still need further review from them, or from the team?

14 00:01:39.000 00:01:40.240 Rico Rejoso: How about for.

15 00:01:40.240 00:01:45.000 Mustafa Raja: Okay, so… so for the combos here, the signals are ready in clay.

16 00:01:46.580 00:01:47.920 Rico Rejoso: Okay, so this is done.

17 00:01:47.920 00:01:55.729 Mustafa Raja: Yeah, yeah, these are pretty much okay. We can move to… we’ll move them to Dana after the client’s meeting.

18 00:01:56.270 00:02:01.449 Rico Rejoso: Okay, and we were able to gather those API keys since you were able to… Yeah, yeah, yeah.

19 00:02:01.810 00:02:02.550 Rico Rejoso: Bartos.

20 00:02:02.940 00:02:04.000 Mustafa Raja: Yeah, be.

21 00:02:04.000 00:02:04.670 Rico Rejoso: invite.

22 00:02:04.670 00:02:10.339 Mustafa Raja: Yeah, yeah, this one can be marked as done. And browser-based instance was all, also moved.

23 00:02:10.690 00:02:13.490 Mustafa Raja: To their, their keys.

24 00:02:14.920 00:02:15.620 Rico Rejoso: Okay.

25 00:02:16.240 00:02:20.010 Mustafa Raja: Yeah, we can, done the… add people to Rail 1, too.

26 00:02:23.080 00:02:24.279 Rico Rejoso: Okay, how about for this one?

27 00:02:25.490 00:02:31.279 Mustafa Raja: Yeah, let’s keep these, until the clients meet. We can move this after that.

28 00:02:32.400 00:02:37.360 Rico Rejoso: This was done prior to the meeting, like, again, but it’s due today.

29 00:02:37.590 00:02:40.340 Rico Rejoso: Same goes, we’ll move this one after the meeting, right?

30 00:02:41.900 00:02:42.600 Rico Rejoso: Alrighty.

31 00:02:42.910 00:02:47.370 Rico Rejoso: Yeah, 58, Utam, are we… are we good to move 58?

32 00:02:48.920 00:02:51.350 Uttam Kumaran: Yes, you can mark that as done.

33 00:02:55.700 00:02:56.490 Rico Rejoso: Okay.

34 00:02:57.180 00:03:02.249 Rico Rejoso: This one’s blocked, this one’s from… for Henry, same goes with this.

35 00:03:02.830 00:03:06.050 Rico Rejoso: How are we on the progress for the 61 ticket?

36 00:03:06.560 00:03:20.609 Mustafa Raja: Yeah, it’s partially done. I need to update the script for browser base, which I’m going to do right after this meeting. Run it again. It’s going to take some time, the run takes, about 2 hours.

37 00:03:20.900 00:03:25.890 Mustafa Raja: Yeah, so, so goal is to have it done before the meeting.

38 00:03:26.870 00:03:31.649 Rico Rejoso: Okay, so, you’re trying to get this done before our meeting later with the default team, correct?

39 00:03:31.650 00:03:32.800 Mustafa Raja: Yeah, yeah.

40 00:03:32.800 00:03:37.709 Rico Rejoso: Wonderful. Keep us posted on this one later on if you need anything else as well.

41 00:03:38.090 00:03:44.160 Rico Rejoso: Okay. The same goes for 64, how about… how about for the… should we have this done prior to the meeting later?

42 00:03:46.280 00:03:48.810 Mustafa Raja: Yeah, this, this really should be…

43 00:03:50.870 00:03:57.310 Mustafa Raja: This, I guess, should be a protocol for every combo, rather than a separate ticket.

44 00:03:58.450 00:03:59.209 Rico Rejoso: Oh, okay.

45 00:04:01.750 00:04:02.490 Mustafa Raja: Yeah.

46 00:04:03.030 00:04:03.650 Rico Rejoso: Alrighty.

47 00:04:03.900 00:04:04.480 Rico Rejoso: So…

48 00:04:04.480 00:04:07.230 Mustafa Raja: Putnam, can we cancel this one, though?

49 00:04:12.410 00:04:15.649 Uttam Kumaran: 64, but were we able to do the linking, or no?

50 00:04:15.890 00:04:22.520 Mustafa Raja: Yeah, yeah, if you open the sheet, Rico, can you open the sheet for default signals?

51 00:04:23.780 00:04:25.750 Rico Rejoso: Let me just go through it one second.

52 00:04:29.340 00:04:30.250 Rico Rejoso: Sorry.

53 00:04:38.640 00:04:39.370 Rico Rejoso: logos in.

54 00:04:47.630 00:04:49.530 Rico Rejoso: Sorry, I don’t have it ready, I’m sorry.

55 00:04:50.000 00:04:51.219 Uttam Kumaran: No, no, you’re good. Take your time.

56 00:04:51.220 00:04:51.799 Mustafa Raja: you’re done.

57 00:04:54.830 00:04:56.350 Uttam Kumaran: This one, right, the combos.

58 00:04:56.600 00:05:03.849 Mustafa Raja: The… yeah, the other one, the signals, it’s going to be right beside combos in the sheet.

59 00:05:07.030 00:05:14.370 Mustafa Raja: Yeah, so in the reference link, we have the… we have the reference to the clay table the signal lives in.

60 00:05:19.540 00:05:21.929 Mustafa Raja: Yeah, the reference link column.

61 00:05:23.810 00:05:24.930 Rico Rejoso: Okay, this one.

62 00:05:24.930 00:05:29.469 Mustafa Raja: Yeah, so… so we are able to link the… link the signal with the… with the sheet.

63 00:05:31.360 00:05:33.810 Mustafa Raja: Uta? Is this good?

64 00:05:34.470 00:05:35.260 Uttam Kumaran: just perfect.

65 00:05:35.830 00:05:43.659 Mustafa Raja: Okay, so I guess we should mark that as done, and it should be a protocol for every combo.

66 00:05:43.920 00:05:45.339 Mustafa Raja: conversing that.

67 00:05:45.910 00:05:50.750 Rico Rejoso: Yeah, maybe I should, like, have it on all combo tickets as a checklist as well.

68 00:05:51.200 00:05:55.179 Mustafa Raja: Yeah, yeah, yeah. Yeah, as a checklist, would be good.

69 00:05:55.900 00:05:57.260 Rico Rejoso: Alright, I’ll do that later on.

70 00:05:58.370 00:06:01.480 Rico Rejoso: And the present and onboard team on to real.

71 00:06:01.680 00:06:03.540 Rico Rejoso: Will this be done, like, later?

72 00:06:04.180 00:06:05.639 Rico Rejoso: Oh, during the meeting, right?

73 00:06:06.890 00:06:10.680 Mustafa Raja: I guess that, would be able to provide this more context on this.

74 00:06:10.680 00:06:18.430 Uttam Kumaran: Yeah, this one, I need to… I mean, we met with…

75 00:06:18.780 00:06:29.000 Uttam Kumaran: it’s sort of… this is kind of, like, on… on Shreya’s plate, actually, right now, so I would just mark it as Shreya, and then I would just leave it here. Like, I would put it…

76 00:06:30.620 00:06:38.559 Uttam Kumaran: Yeah, I need to kind of message her and ask her about, like, how to coordinate on this, which is basically, like, starting to put together basic analysis.

77 00:06:38.780 00:06:43.199 Uttam Kumaran: I don’t know whether the team is gonna get onto Rill or not, it’s kind of a decision for her.

78 00:06:43.410 00:06:46.129 Uttam Kumaran: But let’s move this out of this sprint.

79 00:06:47.560 00:06:48.160 Rico Rejoso: Okay.

80 00:06:51.100 00:06:52.730 Rico Rejoso: I’m gonna move to the next typo.

81 00:06:57.570 00:07:06.029 Rico Rejoso: I don’t… And… Also, since everyone’s here, maybe as well discuss editing that,

82 00:07:07.560 00:07:11.260 Rico Rejoso: Or make sure that we’re prepared for the meeting later with the default team.

83 00:07:11.780 00:07:14.780 Rico Rejoso: Anything that, anyone needs to raise, anything?

84 00:07:15.090 00:07:16.300 Rico Rejoso: Prior to the meeting.

85 00:07:19.780 00:07:24.019 Uttam Kumaran: I think that’s fine. I think it would be great to just have an agenda of, like, what we’re gonna share.

86 00:07:24.370 00:07:24.780 Rico Rejoso: Yes.

87 00:07:24.780 00:07:31.049 Uttam Kumaran: And then also have a list of, like, what we’re gonna share, what… Decisions we need made.

88 00:07:31.630 00:07:35.980 Uttam Kumaran: Like, what the… yeah, and then we can take notes and then send out a summary.

89 00:07:37.330 00:07:39.739 Rico Rejoso: If you guys can let me know what…

90 00:07:40.100 00:07:44.070 Rico Rejoso: a relic that I’ll share later with the default team. I can create an agenda for you.

91 00:07:44.680 00:07:56.479 Mustafa Raja: Okay, so, for my plate, Ryan asked for 2 more combos. We have 3 more ready.

92 00:07:57.430 00:08:04.999 Mustafa Raja: So they asked for, the EF34 and 30, and 29 is also good to go.

93 00:08:05.200 00:08:15.850 Mustafa Raja: and the goal is to have 61 also, also done before, before the meeting, so we can also display that.

94 00:08:16.010 00:08:17.230 Mustafa Raja: In the meeting.

95 00:08:18.160 00:08:18.700 Rico Rejoso: Right.

96 00:08:19.160 00:08:22.520 Rico Rejoso: Let me just check the I… it’s 34 and 30.

97 00:08:23.450 00:08:31.370 Mustafa Raja: Yeah, 34 and 30 was, we decided on. Yeah, these ones. And… Twin 9 is also ready?

98 00:08:32.760 00:08:34.230 Rico Rejoso: So it’s this one, and this one.

99 00:08:34.230 00:08:34.960 Mustafa Raja: Yeah.

100 00:08:35.580 00:08:38.329 Mustafa Raja: The above two were already…

101 00:08:38.400 00:08:39.800 Rico Rejoso: What are you done?

102 00:08:39.830 00:08:40.590 Mustafa Raja: Yeah.

103 00:08:40.590 00:08:43.079 Rico Rejoso: Okay, so I’ll just take note of that one.

104 00:08:43.240 00:08:47.239 Rico Rejoso: And also to run the convos and Circle companies, correct?

105 00:08:48.220 00:08:49.839 Mustafa Raja: Can you say that again?

106 00:08:50.780 00:08:54.650 Rico Rejoso: And the other one is the 61 to, have this done later on in percent.

107 00:08:54.870 00:09:02.599 Mustafa Raja: Yeah, yeah, yeah, yeah. So, what this is, is actually update the… Salesforce properties.

108 00:09:05.520 00:09:06.130 Rico Rejoso: battle.

109 00:09:06.770 00:09:07.950 Rico Rejoso: Anything else?

110 00:09:09.350 00:09:10.780 Mustafa Raja: I guess this is it.

111 00:09:11.280 00:09:12.290 Mustafa Raja: for me.

112 00:09:13.340 00:09:20.809 Uttam Kumaran: Yeah, I think this is it for now. So, Henry, we talked yesterday. Is there any tickets, Henry, we want to create from our meeting yesterday?

113 00:09:21.190 00:09:23.239 Henry Zhao: Not that I know of yet.

114 00:09:24.310 00:09:32.839 Uttam Kumaran: Yeah, we just have the light version analytics, yeah, and the DF46, I think that would be helpful to start to…

115 00:09:34.160 00:09:34.770 Henry Zhao: Oh, yeah.

116 00:09:34.770 00:09:36.440 Uttam Kumaran: What questions are being answered?

117 00:09:36.620 00:09:37.390 Uttam Kumaran: Okay.

118 00:09:37.620 00:09:38.260 Henry Zhao: Yeah.

119 00:09:39.830 00:09:47.440 Uttam Kumaran: And I can… as long as you… if you list down what KPIs need definitions, I can start to give my feedback, and then we can go to them for approval.

120 00:09:47.750 00:09:48.370 Henry Zhao: Okay.

121 00:09:49.950 00:09:51.340 Henry Zhao: Should be very few, actually.

122 00:09:51.940 00:09:52.690 Uttam Kumaran: Okay.

123 00:09:52.690 00:09:57.060 Henry Zhao: It’s like, active user, what counts as a team or a company, yeah, very… Perfect.

124 00:09:57.060 00:10:01.369 Uttam Kumaran: Yeah, that’s exactly it. And what we can do is we can put that in our data platform documentation.

125 00:10:02.180 00:10:04.589 Uttam Kumaran: That way it’s there.

126 00:10:05.140 00:10:06.180 Henry Zhao: Okay, sounds good.

127 00:10:08.180 00:10:16.539 Rico Rejoso: Yes, I also created the action item based on the meeting summary from Zoom platform, based on our meeting with Caitlin and Richelle yesterday.

128 00:10:17.420 00:10:19.289 Rico Rejoso: So you can also check that out, guys.

129 00:10:20.280 00:10:23.769 Rico Rejoso: And let me know if there’s any tickets that we need to grade based on it.

130 00:10:25.760 00:10:44.519 Uttam Kumaran: I guess my question, Rico, for this is, like, I… my… one point is, like, maybe we can… can we start sending, like, when we have these sorts of stand-up meetings… when we have these meetings with a client, can we start sending updates in Slack? I think maybe if you want to stay on the line with me, we can work on, like, what the format is going to be.

131 00:10:44.530 00:10:49.410 Uttam Kumaran: That way, for anything across interlude and default, I want to start sending

132 00:10:49.590 00:10:53.190 Uttam Kumaran: An update once we meet with a client with, like, what we talked about.

133 00:10:53.310 00:10:57.090 Uttam Kumaran: We can use AI for some of it, but if you want to stay on the line, maybe me and you can work on that.

134 00:10:57.640 00:10:58.460 Rico Rejoso: Definitely.

135 00:10:58.960 00:10:59.560 Uttam Kumaran: Okay.

136 00:11:01.620 00:11:02.390 Uttam Kumaran: Okay, guys.

137 00:11:02.390 00:11:02.920 Rico Rejoso: I think…

138 00:11:03.560 00:11:04.900 Uttam Kumaran: Yeah, I think that’s it.

139 00:11:05.320 00:11:05.869 Rico Rejoso: Yeah, quite a.

140 00:11:05.870 00:11:07.099 Mustafa Raja: Okay, thank you.

141 00:11:07.450 00:11:08.260 Mustafa Raja: Thank you.

142 00:11:08.510 00:11:09.240 Mustafa Raja: Bye.

143 00:11:09.240 00:11:09.800 Henry Zhao: Bye, guys.

144 00:11:09.800 00:11:10.450 Uttam Kumaran: Right.

145 00:11:13.960 00:11:22.409 Uttam Kumaran: Okay, so right now, are there… are there project management templates for, like, client meeting updates?

146 00:11:25.480 00:11:29.680 Rico Rejoso: Not that I’m aware of. I haven’t got all the templates yet.

147 00:11:31.930 00:11:35.580 Uttam Kumaran: Okay, you want me to… can I share really quick?

148 00:11:35.810 00:11:37.429 Rico Rejoso: Therefore, yes.

149 00:11:38.010 00:11:42.610 Uttam Kumaran: So I’ll kind of show you what I’m working on, and then I think this is something that you can also start to use.

150 00:11:42.820 00:11:44.060 Rico Rejoso: Yes.

151 00:11:44.560 00:11:50.679 Uttam Kumaran: So, I went into here, and I noticed that there are templates.

152 00:11:51.040 00:11:54.880 Uttam Kumaran: But there’s no template here for, like.

153 00:11:55.090 00:12:06.429 Uttam Kumaran: Oh, I guess there are, so this is, like, Sprint Start… Sprint Wrath, Slack… New Workstream kickoff, release note…

154 00:12:08.790 00:12:11.440 Uttam Kumaran: Yeah, but some of these are…

155 00:12:14.270 00:12:17.240 Uttam Kumaran: And these are, like, a little bit too much.

156 00:12:30.800 00:12:34.049 Uttam Kumaran: I just want to try, like, a basic update.

157 00:12:34.490 00:12:45.260 Uttam Kumaran: So… One thing that I did is I worked with ChatGPT, To create this, like… Project manager… Prompt.

158 00:12:45.500 00:12:47.739 Uttam Kumaran: the delivery and PMO leader.

159 00:12:48.370 00:12:50.599 Uttam Kumaran: So what I’m gonna do now is I’m gonna…

160 00:12:50.740 00:12:55.179 Uttam Kumaran: I’ll send this to you in, in the chat.

161 00:12:55.470 00:13:00.720 Uttam Kumaran: If you want it, or… Here, I’ll put it in the prompt library.

162 00:13:03.870 00:13:06.900 Rico Rejoso: Yeah, I also looked into that, I didn’t see the address one.

163 00:13:07.650 00:13:10.629 Uttam Kumaran: Okay, so, yeah, I’m gonna put this here.

164 00:13:16.200 00:13:32.910 Uttam Kumaran: So what I want is just, like, a basic update. Like, hey, we met with you guys, here’s what we talked about, here’s the action items, here’s what, like… so we can start to communicate more. Right now, like, it’s… it’s so sporadic that the PM team needs to be communicating, like, what we met, what we talked about, like.

165 00:13:33.060 00:13:37.190 Uttam Kumaran: much more, and I want to make it easy for you guys. So…

166 00:13:37.660 00:13:42.819 Uttam Kumaran: I’m gonna put this into a new project here.

167 00:13:43.240 00:13:52.280 Uttam Kumaran: called Head of PMO Leader, I’m gonna go get this prop now…

168 00:13:57.030 00:14:02.240 Uttam Kumaran: And I’m gonna go here, I’m gonna paste this in, I’m gonna save it, and I’m gonna say…

169 00:14:04.530 00:14:14.440 Uttam Kumaran: I want, Template… Or a simple meeting summary.

170 00:14:15.130 00:14:18.830 Uttam Kumaran: And next steps, Slack message.

171 00:14:19.100 00:14:26.319 Uttam Kumaran: this… Should come after we meet with the client.

172 00:14:26.970 00:14:32.300 Uttam Kumaran: For a generic subject.

173 00:14:32.840 00:14:39.430 Uttam Kumaran: And we want to just share what conclusions we came to.

174 00:14:39.650 00:14:48.090 Uttam Kumaran: Next steps… And what else… what other… another thing I’m gonna do right now… is I’m gonna send…

175 00:14:48.320 00:14:52.980 Uttam Kumaran: The, the meeting that we did have.

176 00:14:53.470 00:14:57.490 Uttam Kumaran: So we did have this, we had this,

177 00:15:00.570 00:15:05.369 Uttam Kumaran: weekly product analytics sync, so I’m gonna take this transcript, copy it.

178 00:15:05.960 00:15:07.830 Uttam Kumaran: And I’m gonna put it here.

179 00:15:18.470 00:15:21.440 Uttam Kumaran: And then it should give me, like, a basic summary.

180 00:15:56.280 00:15:59.630 Uttam Kumaran: And… yeah, I liked the first one more.

181 00:16:03.430 00:16:06.880 Uttam Kumaran: So, like, this looks good. I’m gonna go back to Notion.

182 00:16:07.220 00:16:08.880 Uttam Kumaran: Gonna go back to here.

183 00:16:12.710 00:16:15.610 Uttam Kumaran: And I’m gonna go paste it here.

184 00:16:20.060 00:16:21.629 Uttam Kumaran: And this is the example.

185 00:16:31.560 00:16:33.240 Uttam Kumaran: See how nice this is?

186 00:16:33.620 00:16:34.320 Rico Rejoso: Yeah.

187 00:16:35.050 00:16:44.850 Uttam Kumaran: So, this would be great. So, kind of the workflow that I would like to see is, one, if you… if you can create these, send them into our internal channel.

188 00:16:45.250 00:16:48.470 Uttam Kumaran: And then I can approve, and then you can send them to the client.

189 00:16:49.300 00:16:50.690 Rico Rejoso: Okay, got it, that’s input.

190 00:16:51.510 00:16:55.619 Uttam Kumaran: Do you want me to send you this right now, or do you want to go try to do this on your own?

191 00:16:55.620 00:16:57.289 Rico Rejoso: I’ll try to do it on my own to see if.

192 00:16:57.290 00:16:58.260 Uttam Kumaran: Okay, cool.

193 00:16:58.260 00:16:58.719 Rico Rejoso: Great to try.

194 00:16:58.720 00:17:03.670 Uttam Kumaran: So you can just see this is all I said, but what you can actually do now is, now that this template exists.

195 00:17:04.000 00:17:04.529 Rico Rejoso: Huh.

196 00:17:04.530 00:17:08.839 Uttam Kumaran: what I would suggest is, you don’t… do you know how to create, like, these projects in ChatGPT?

197 00:17:09.250 00:17:10.530 Rico Rejoso: Yeah, I have a lot of…

198 00:17:10.980 00:17:15.209 Uttam Kumaran: Cool. So, I would just go create your own project, and then.

199 00:17:15.210 00:17:15.540 Rico Rejoso: -H.

200 00:17:15.540 00:17:20.289 Uttam Kumaran: Use this, paste this in the transcript, and then send me an update of what you get.

201 00:17:20.859 00:17:22.979 Rico Rejoso: Okay, okay. Thank you so much for that.

202 00:17:23.479 00:17:24.839 Rico Rejoso: Okay, perfect. I didn’t need those.

203 00:17:25.099 00:17:33.229 Uttam Kumaran: Yeah, yeah, yeah, this is perfect. So, this is one example, and then, yeah, let’s continue to iterate on these, because some of these are not that great.

204 00:17:33.579 00:17:37.919 Uttam Kumaran: some of these updates, so I just want to make sure that we’re able to do this really, really easily.

205 00:17:38.760 00:17:41.420 Rico Rejoso: Yeah, I was asking for,

206 00:17:41.590 00:17:45.449 Rico Rejoso: feedback from Amber yesterday as well, but she’s so busy, so…

207 00:17:45.790 00:17:50.820 Uttam Kumaran: No, yeah, send it to me, or send it somewhere, you know, I’ll review if you send it to me, so…

208 00:17:51.300 00:17:54.499 Rico Rejoso: Yes, definitely, I’m sorry. Yeah, I’ll send it to you moving forward.

209 00:17:54.740 00:18:06.729 Uttam Kumaran: Yeah, yeah, no problem. Okay, cool. So yeah, let’s get that update out, and then that way, next time we can send it out same day, and then let’s also plan… I want to plan to do this for, you know, any client meetings that we have, basically.

210 00:18:06.730 00:18:07.360 Rico Rejoso: Yes.

211 00:18:08.500 00:18:11.240 Rico Rejoso: After everything, after all meetings, yes, I’ll create one.

212 00:18:11.640 00:18:19.289 Uttam Kumaran: Perfect, yeah, and if, again, like, send it to me internally, I can review it for maybe a week or two, and then we can start… you can start sending it directly after that.

213 00:18:20.000 00:18:21.869 Rico Rejoso: Alright, got it. Thank you so much, Tom.

214 00:18:22.060 00:18:24.129 Uttam Kumaran: Okay, perfect. Alright, I’ll talk to you soon.

215 00:18:24.400 00:18:25.690 Rico Rejoso: Alright, thank you, have a good one.

216 00:18:25.690 00:18:26.810 Uttam Kumaran: Okay, bye.