Meeting Title: AI-Default-Interlude-Insomnia-ABC Standup Date: 2025-10-17 Meeting participants: Robert Tseng, Uttam Kumaran, Samuel Roberts, Casie Aviles, Mustafa Raja, Rico Rejoso
WEBVTT
1 00:00:09.340 ⇒ 00:00:12.369 Uttam Kumaran: Oh yeah, I think… maybe let me make sure Amber isn’t this.
2 00:00:23.570 ⇒ 00:00:30.790 Uttam Kumaran: And let me check the sheet up… Okay, so basically, kinda same…
3 00:00:30.890 ⇒ 00:00:38.800 Uttam Kumaran: thing, I just wanted to go through… Wins, opportunities for every client.
4 00:00:38.990 ⇒ 00:00:45.900 Uttam Kumaran: I guess we can start by maybe just closing out the board, and then we have, as part of this
5 00:00:49.340 ⇒ 00:00:50.030 Uttam Kumaran: default.
6 00:00:50.350 ⇒ 00:00:53.140 Uttam Kumaran: Salunia ABC.
7 00:00:53.490 ⇒ 00:01:00.369 Uttam Kumaran: So while I’m doing this, Rico, do you mind just making sure that all of these clients have a,
8 00:01:00.840 ⇒ 00:01:02.860 Uttam Kumaran: a thing in that project reviews.
9 00:01:03.500 ⇒ 00:01:12.670 Uttam Kumaran: Notion, and then let’s just walk through, let’s walk through tickets…
10 00:01:15.690 ⇒ 00:01:17.300 Uttam Kumaran: Alright, I’ll zoom in.
11 00:01:19.920 ⇒ 00:01:24.420 Uttam Kumaran: Okay, cool. So, let’s talk about,
12 00:01:24.730 ⇒ 00:01:28.640 Uttam Kumaran: Default, so there is some updates to PDL that needs to happen.
13 00:01:29.010 ⇒ 00:01:32.829 Uttam Kumaran: You’re still working on this. This is…
14 00:01:33.160 ⇒ 00:01:40.210 Uttam Kumaran: In client review… well, actually, yeah, this client review, I’ve gone, and this is done… .
15 00:01:40.210 ⇒ 00:01:44.330 Mustafa Raja: Yeah, for the, 118, I would need a review.
16 00:01:44.710 ⇒ 00:01:47.289 Mustafa Raja: On the sheet that I added.
17 00:01:47.640 ⇒ 00:01:51.280 Uttam Kumaran: Oh, okay, so let me, do that today.
18 00:01:51.440 ⇒ 00:01:56.280 Uttam Kumaran: And then… Mother Duck instance, Sam, you… you handled this, right? So…
19 00:01:58.480 ⇒ 00:02:00.610 Samuel Roberts: Yeah, that was created,
20 00:02:00.850 ⇒ 00:02:04.459 Samuel Roberts: there was some data in there, too, I didn’t know what to do with that, like, if it was…
21 00:02:04.460 ⇒ 00:02:05.090 Uttam Kumaran: Okay.
22 00:02:05.090 ⇒ 00:02:10.219 Samuel Roberts: But you can only have 5 users, so I can’t add… we’ll have to use the… the… That’s fine, they…
23 00:02:10.220 ⇒ 00:02:12.020 Uttam Kumaran: I think they up… they updated…
24 00:02:12.260 ⇒ 00:02:15.569 Uttam Kumaran: They added their billing and everything, but that’s fine, okay.
25 00:02:15.700 ⇒ 00:02:20.720 Uttam Kumaran: And then… Anything else that’s gonna get done…
26 00:02:21.390 ⇒ 00:02:27.820 Uttam Kumaran: This week, Mustafa, so there were some updates That, Caitlin requested.
27 00:02:28.120 ⇒ 00:02:33.850 Uttam Kumaran: for… the sh… the, the vendor assessment?
28 00:02:36.150 ⇒ 00:02:40.329 Uttam Kumaran: Do you think you’ll have time to do that today, or should we push to next week? It’s not, like, a priority.
29 00:02:41.030 ⇒ 00:02:46.309 Mustafa Raja: is it, is it for PDM, or all of the.
30 00:02:46.310 ⇒ 00:02:47.310 Uttam Kumaran: All of them.
31 00:02:47.820 ⇒ 00:02:58.619 Mustafa Raja: That is… that is the fields, right? They want to add new fields and people. I guess I can only… for today, I can only do the sample set updates.
32 00:03:00.990 ⇒ 00:03:07.500 Mustafa Raja: I have the tickets. Create people, sample, set, and expand companies, sample set fields.
33 00:03:07.990 ⇒ 00:03:11.079 Uttam Kumaran: Okay, yeah, there were… and there were a couple other ones. There were,
34 00:03:13.250 ⇒ 00:03:16.600 Uttam Kumaran: Like, what were the other ones I mentioned?
35 00:03:21.080 ⇒ 00:03:27.110 Uttam Kumaran: Yeah, so they wanted to add, like.
36 00:03:28.430 ⇒ 00:03:31.980 Uttam Kumaran: What is unique about this vendor? Qualitative?
37 00:03:32.110 ⇒ 00:03:33.750 Mustafa Raja: I can handle that.
38 00:03:33.890 ⇒ 00:03:41.350 Uttam Kumaran: What are all possible fields that can get pulled by endpoint?
39 00:03:42.660 ⇒ 00:03:53.880 Uttam Kumaran: And… and then one spreadsheet tab that merges all… Fields into one for lookup.
40 00:03:54.940 ⇒ 00:03:56.820 Uttam Kumaran: by… vendor.
41 00:03:58.060 ⇒ 00:03:59.650 Mustafa Raja: Okay. By vendor…
42 00:04:01.860 ⇒ 00:04:04.350 Uttam Kumaran: And then Pricing.
43 00:04:04.810 ⇒ 00:04:07.420 Uttam Kumaran: And there is notes on pricing.
44 00:04:15.410 ⇒ 00:04:20.720 Uttam Kumaran: So, I’m gonna say, expand vendor assessment.
45 00:04:21.209 ⇒ 00:04:23.580 Uttam Kumaran: Framework.
46 00:04:30.720 ⇒ 00:04:31.520 Uttam Kumaran: Okay.
47 00:04:32.040 ⇒ 00:04:33.910 Uttam Kumaran: And this one we can do complete.
48 00:04:35.790 ⇒ 00:04:39.919 Uttam Kumaran: Okay, cool. So, I will move this to the next cycle.
49 00:04:40.590 ⇒ 00:04:41.280 Uttam Kumaran: Great.
50 00:04:43.580 ⇒ 00:04:44.340 Casie Aviles: I’m alive.
51 00:04:44.340 ⇒ 00:04:45.359 Uttam Kumaran: What is this one?
52 00:04:46.170 ⇒ 00:04:46.930 Uttam Kumaran: Oh.
53 00:04:47.450 ⇒ 00:04:48.660 Mustafa Raja: The PDL one.
54 00:04:50.560 ⇒ 00:04:54.279 Uttam Kumaran: Okay, okay. So should I mark this as done, and you’re gonna work on these?
55 00:04:55.140 ⇒ 00:05:04.149 Mustafa Raja: I saw that, on the Notion document, the PTL Notion document, you have some comments, so I’ll, I’ll answer those and get this interview.
56 00:05:04.150 ⇒ 00:05:09.969 Uttam Kumaran: If they’re duplicates of, like, the vendor assessment stuff, then yeah, that’s fine, and then you can throw in a review. Okay, cool.
57 00:05:11.420 ⇒ 00:05:15.189 Uttam Kumaran: Interlude, I’m gonna… we’re gonna end up speaking with him,
58 00:05:15.490 ⇒ 00:05:22.369 Uttam Kumaran: next week. And I told him, like, stuff is all paused, so I’m just gonna kick… These, like, out.
59 00:05:22.770 ⇒ 00:05:24.810 Uttam Kumaran: For now, so this doesn’t show up.
60 00:05:25.370 ⇒ 00:05:31.960 Uttam Kumaran: Okay, and then talk to me about insomnia stuff. Robert, did you have a chance to take a look at anything?
61 00:05:32.550 ⇒ 00:05:43.159 Robert Tseng: Yeah, I reviewed the, the documentation. I… I think this… I mean…
62 00:05:43.740 ⇒ 00:05:45.680 Uttam Kumaran: Which one? The taxonomy?
63 00:05:45.910 ⇒ 00:05:46.760 Robert Tseng: Yeah.
64 00:05:46.760 ⇒ 00:05:47.330 Uttam Kumaran: Okay.
65 00:05:48.710 ⇒ 00:05:56.490 Robert Tseng: I think my feedback is just that, like, we basically created
66 00:05:56.670 ⇒ 00:06:00.249 Robert Tseng: Well, the one is, like, we created buckets that are, like.
67 00:06:00.650 ⇒ 00:06:12.160 Robert Tseng: X slash Y slash Z. It’s like, that’s not really a label, we should try to be a bit more precise. If it’s really loyalty or retention, you should just pick a word. I mean, just, like, so there’s, like, some…
68 00:06:12.590 ⇒ 00:06:28.179 Robert Tseng: stuff like that, where it’s like, I don’t know, it seems kind of confusing to, you know, talk about, hey, I’m referring to, like, the B2B slash catering slash corporate theme. It’s just like, I don’t know. So, I don’t know, it just… if you just look at it.
69 00:06:28.630 ⇒ 00:06:33.870 Robert Tseng: I mean, I’m not… I almost don’t know how to edit this, like, I…
70 00:06:34.410 ⇒ 00:06:41.869 Robert Tseng: I think what would be helpful is to get, like, a walkthrough of, like, how we came up with these themes, because my questions are, like.
71 00:06:42.060 ⇒ 00:06:57.900 Robert Tseng: how… how are these different from the existing categories that are already set up in Holistics? I kind of shared some of the tables where some of these themes are, so we don’t need to reinvent all of them. Like, I don’t really think B2B catering and corporate need to be a separate theme, but…
72 00:06:58.590 ⇒ 00:07:04.949 Robert Tseng: yeah, I guess… I… yeah, I just like the way that this is constructed. It’s helpful for…
73 00:07:05.100 ⇒ 00:07:18.010 Robert Tseng: like, I don’t know, we’re trying to help them rename their campaigns. That’s… that’s a big ask. You know, we’re gonna have to train their… train their team to basically adopt these conventions, and so I just want us to be, like, very…
74 00:07:18.250 ⇒ 00:07:22.250 Robert Tseng: Clear about, like, why we’re naming things the way they are, and, like.
75 00:07:22.400 ⇒ 00:07:31.439 Robert Tseng: you know, if we do include all of this, like, does it actually… like, how many are left uncategorized? Does this actually categorize, like, all the different campaigns?
76 00:07:32.170 ⇒ 00:07:36.820 Robert Tseng: Or not campaigns, but, I guess…
77 00:07:37.260 ⇒ 00:07:47.069 Robert Tseng: I don’t even know why we’re calling it themes and intents, because I think I was asking for product and customer categorization. So there’s just, like, there’s just a lot of, like, question marks for me on, like.
78 00:07:47.510 ⇒ 00:07:52.129 Robert Tseng: I under… I can see that we tried to cut it up, but I don’t really think it…
79 00:07:52.290 ⇒ 00:07:54.999 Robert Tseng: address what I asked for, so…
80 00:07:55.580 ⇒ 00:07:58.949 Uttam Kumaran: Yeah, Mustafa, do you wanna reply? What do you think?
81 00:07:59.930 ⇒ 00:08:07.579 Mustafa Raja: Yeah, so, we, we do see, the product categories and the segment that they would try to
82 00:08:07.650 ⇒ 00:08:23.510 Mustafa Raja: target with the campaign, although the campaign names that we have already, did include these sort of keywords, and, I tried to make sense of those, dividing them into, theme.
83 00:08:24.380 ⇒ 00:08:30.850 Mustafa Raja: Intent is just, deriving from, theme, making… making it more concise.
84 00:08:33.830 ⇒ 00:08:35.049 Robert Tseng: Yeah, okay.
85 00:08:35.059 ⇒ 00:08:43.169 Uttam Kumaran: So, I think one thing is, should we… should we add to here, like, the before and after? Like, should we go into Holistics and see… put in here, like, what the thing…
86 00:08:43.659 ⇒ 00:08:44.899 Uttam Kumaran: segments are.
87 00:08:46.630 ⇒ 00:09:05.539 Robert Tseng: So you basically took… you created themes to base… to, like, recategorize the emails, or, like, the campaign… not the… not the emails, just the campaign types. I’m already doing email… like, campaign, like, segmentation, so I don’t really need… I didn’t really need that, like, I…
88 00:09:05.690 ⇒ 00:09:17.810 Robert Tseng: I was gonna get to it today, but, like, I’ve been working with Bertie, like, I’ve already recategorized, like, 60% campaigns. She gave some feedback on some, like, recent spreadsheet that I shared with her.
89 00:09:17.810 ⇒ 00:09:28.119 Robert Tseng: I’m gonna run it, see if it gets us to, like, 80, 90%, and that’s 5 for a campaign. So, I think I was asking more for product…
90 00:09:28.360 ⇒ 00:09:33.889 Robert Tseng: And, customer, so, like, I guess that…
91 00:09:34.220 ⇒ 00:09:46.300 Robert Tseng: Yeah, like, the intent table, like, I don’t really know what the purpose of that would be. So, yeah, I don’t know, I just… I feel like we just… we created categories, but I don’t know what these categories are for, is basically my point, I guess.
92 00:09:48.670 ⇒ 00:09:49.340 Mustafa Raja: Hmm.
93 00:09:50.340 ⇒ 00:09:51.230 Mustafa Raja: worth it.
94 00:09:51.500 ⇒ 00:09:52.659 Mustafa Raja: Like, it doesn’t tell me.
95 00:09:52.660 ⇒ 00:09:56.690 Robert Tseng: It doesn’t tell me anything more about the products, doesn’t tell me anything more about the customers.
96 00:09:57.320 ⇒ 00:10:15.150 Mustafa Raja: Yeah, so, so the, the product, so for products, I, I looked, looked at, Holistics table, and, it had product categories and then product, and the campaign names we have right now do include, sometimes product categories or products.
97 00:10:15.150 ⇒ 00:10:26.300 Mustafa Raja: And if we look into the, naming convention, I, I tried to normalize that by adding product categories.
98 00:10:26.310 ⇒ 00:10:39.729 Mustafa Raja: with delimiters, in the naming convention, so we would know, okay, which product category we are targeting, and if they are targeting specific product with it, we also know that product.
99 00:10:39.790 ⇒ 00:10:43.810 Mustafa Raja: Or if they are targeting multiple products within the category, we also know that.
100 00:10:45.420 ⇒ 00:10:49.470 Robert Tseng: Where is that? Like, I don’t see that in the…
101 00:10:49.470 ⇒ 00:10:50.669 Mustafa Raja: color category.
102 00:10:51.160 ⇒ 00:10:54.649 Mustafa Raja: Product category, and then a delimiter, and then product.
103 00:10:55.350 ⇒ 00:10:58.399 Robert Tseng: Oh, I see, like, you just put it as a… Okay, sure.
104 00:10:58.580 ⇒ 00:11:14.189 Mustafa Raja: And then, in the last, we have segment. This segment is RF, our RMF segment from Holistics, to see which customer segment they’re trying to target. And if they’re targeting multiple segments, we do have that also.
105 00:11:16.180 ⇒ 00:11:25.610 Mustafa Raja: I guess we can then, get rid of theme offer, and intent if you are already working on that, and just keep product category, product, and segment.
106 00:11:27.950 ⇒ 00:11:42.610 Robert Tseng: Yeah, not… I… we don’t have to delete all of this yet, I just… I don’t really know if this is, like, kind of, like, I don’t really want to tell them to change their campaign names right now, it just seems like it’s a battle I don’t really want to fight.
107 00:11:42.830 ⇒ 00:11:48.529 Robert Tseng: At this point, like, I… I… I think the product and product category still…
108 00:11:48.560 ⇒ 00:11:59.449 Robert Tseng: highest priority to me, like, I need to be able to link those to campaigns, and so if it’s a matter of, we cannot link them because the campaigns are not named with product categories and product.
109 00:11:59.450 ⇒ 00:12:12.450 Robert Tseng: Okay, that’s… that’s… you can share that blocker, and we can try to use your approach to backfill and, like, recategorize the campaigns by their product categories and product. Like, that’s… that’s important to me.
110 00:12:13.010 ⇒ 00:12:25.909 Robert Tseng: As far as, like, their built-in segments on RFM or whatever, if they’re using… like, I don’t particularly care about that, like, they already have the segments that are… so they label every…
111 00:12:26.110 ⇒ 00:12:35.249 Robert Tseng: every camp… every campaign with those, with those segments, so I don’t really… I think that’s… that’s kind of unnecessary, like, to have the brace labels already.
112 00:12:35.370 ⇒ 00:12:53.540 Robert Tseng: the intent is interesting, like, I could see that being useful, because we want to know, like, which, you know, banner ads are not necessarily driving conversions or driving awareness, but I don’t really think there are that many variations. It’s either conversion or awareness, like,
113 00:12:53.560 ⇒ 00:12:59.199 Robert Tseng: And then, like, reactivation, loyalty, stuff like that is not, like, I don’t know, I could…
114 00:12:59.470 ⇒ 00:13:10.020 Robert Tseng: you know, I don’t really know if there are that many intents, like, we cared to capture. Like, I think, so to me, that’s not even really, like, worth categorizing, because there’s only, like.
115 00:13:10.140 ⇒ 00:13:24.059 Robert Tseng: two or three I could think of off the top of my head. Like, I could… we could probably just run that, and then we could just make some assumptions during an analysis. So, like, I… yeah, that’s, like, my point is, like, we added stuff here that, like.
116 00:13:24.120 ⇒ 00:13:33.970 Robert Tseng: if I were putting myself in the shoes of the campaign manager, yeah, I could, like, increase… I could adopt this taxonomy, but, like, not all of it is that,
117 00:13:34.370 ⇒ 00:13:40.629 Robert Tseng: like, useful. So, I… yeah, that’s why I was, like, unsure how to… what to do with this.
118 00:13:43.520 ⇒ 00:13:46.400 Uttam Kumaran: So, what is next steps? Like, should we…
119 00:13:46.560 ⇒ 00:13:50.440 Uttam Kumaran: like, Mustaf, and to, like, try to do it in the past.
120 00:13:53.350 ⇒ 00:14:01.820 Robert Tseng: I… I think the con… like, the… I mean, my gut is, like, I think the segmentations need to come, or the categorization probably needs to come from…
121 00:14:02.070 ⇒ 00:14:15.189 Robert Tseng: like, I’ll… like, maybe I’ll just kind of do it. I’d rather him just focus on linking, like, the… get… get… kind of getting to the data set that I… I want, like, linking campaigns to products, so…
122 00:14:15.310 ⇒ 00:14:30.450 Robert Tseng: and if this work is blocking us from doing that, because we literally cannot link campaigns to products, because they don’t have product categories and product names, then I think we can flag that, and I’ll… I guess I’ll have to…
123 00:14:32.120 ⇒ 00:14:39.389 Uttam Kumaran: So, is there… is the best thing here to just, like, produce a spreadsheet of all the campaigns, and then try to run a thing that shows…
124 00:14:40.210 ⇒ 00:14:42.660 Uttam Kumaran: Clearly, like, can we link this to a product?
125 00:14:44.360 ⇒ 00:14:45.199 Uttam Kumaran: Are you ready?
126 00:14:45.200 ⇒ 00:14:49.710 Robert Tseng: I’ve seen all the campaigns, like, they don’t have product name in them most of the time. Like.
127 00:14:49.710 ⇒ 00:14:50.260 Mustafa Raja: Yeah.
128 00:14:50.520 ⇒ 00:14:52.000 Robert Tseng: Yeah, so…
129 00:14:52.000 ⇒ 00:14:57.069 Mustafa Raja: The categories, would be sometime in the products would really be there.
130 00:14:57.700 ⇒ 00:15:04.859 Robert Tseng: Yeah, sometimes there are categories, there are definitely no products. What we do is, if there’s a way to link campaigns to users.
131 00:15:05.130 ⇒ 00:15:09.230 Robert Tseng: Then you look at the user, and there should be, like, a…
132 00:15:09.520 ⇒ 00:15:12.779 Robert Tseng: at least in Braze, it has, like, a first product purchase
133 00:15:13.120 ⇒ 00:15:27.819 Robert Tseng: last product purchase field. That’ll tell you what product they purchased, so you can tell… you can… you can extrapolate what product was in the campaign based off of their last purchase, but that only applies for recent campaigns.
134 00:15:28.050 ⇒ 00:15:42.000 Robert Tseng: So I was wondering, well, we have all these other tables and holistics, I haven’t, like, tried to, like, actually stitch it together, but maybe there’s another way that, from the way that they’ve already modeled, kind of, Bray’s data to
135 00:15:42.090 ⇒ 00:15:52.629 Robert Tseng: Are they… are they storing, like, a history of, like, products purchased that are linked to campaigns at the user level? Like, I think that’s… that’s the missing link.
136 00:16:05.750 ⇒ 00:16:06.720 Uttam Kumaran: Okay, so what is.
137 00:16:06.720 ⇒ 00:16:13.319 Robert Tseng: I guess Awish is not on this call, but, like, I guess in Eden, like, and probably Urban Stamps too, we just…
138 00:16:13.650 ⇒ 00:16:32.709 Robert Tseng: well, I don’t know if we do any marketing stuff on other steps. I’ll just speak for Eden, like, we have marketing campaigns, and then we’re able to extrapolate, like, product names from it, because we have changed their naming conventions, but for the campaigns that they were running before that didn’t have product name.
139 00:16:32.710 ⇒ 00:16:49.269 Robert Tseng: we had to use, like, some… we have, yeah, we built a whole model that’s just, like, a bunch of assumptions of, like, okay, if a campaign was had, you know, was named this way, like, we, you know, it was probably for X product, or whatever. So, like, we do have to kind of run through something similar here, yeah.
140 00:16:49.710 ⇒ 00:16:53.069 Uttam Kumaran: So, is the next… is the best thing here to just, like.
141 00:16:53.330 ⇒ 00:16:59.029 Uttam Kumaran: Why don’t we create… why don’t we just have a spreadsheet with all past campaigns, see how many we can…
142 00:17:00.080 ⇒ 00:17:06.830 Uttam Kumaran: categorize, and then give you that. I mean, you said… you mentioned, like, are able to do 60% of it. Are you doing that already somewhere?
143 00:17:07.030 ⇒ 00:17:17.720 Robert Tseng: Yeah, I can reshare it with the team, but I already shared that with, with Bertie, so she gave me back her feedback, which I haven’t gotten around to, but
144 00:17:20.210 ⇒ 00:17:29.310 Robert Tseng: I’m gonna just pat you, Tom. This is where we got… 2 for campaign.
145 00:17:29.850 ⇒ 00:17:31.600 Robert Tseng: Categorization…
146 00:17:35.520 ⇒ 00:17:36.540 Robert Tseng: I’m gonna…
147 00:17:39.860 ⇒ 00:17:40.780 Robert Tseng: Okay.
148 00:17:40.960 ⇒ 00:17:44.810 Robert Tseng: So, do you have my sample, of…
149 00:17:46.090 ⇒ 00:18:02.690 Robert Tseng: of campaigns that didn’t get categorized. Okay, actually, I only categorized, like, 40%, I guess. So, and then she came back and, like, manually labeled some, and was just like, here are some other things you should consider. It’s like, she didn’t define what it should be, she just gave me a few more, kind of.
150 00:18:02.690 ⇒ 00:18:12.099 Robert Tseng: pointers on, like, how I could categorize it. I haven’t applied it across a dataset, but I’m assuming that it will help me get farther. So, that’s kind of where we left off.
151 00:18:12.490 ⇒ 00:18:15.939 Uttam Kumaran: So I guess what we’re trying to do here is basically…
152 00:18:16.360 ⇒ 00:18:21.240 Uttam Kumaran: we’re trying… so we’re gonna solve this, like… you’re gonna try to solve this in, like, SQL, basically.
153 00:18:21.240 ⇒ 00:18:22.160 Robert Tseng: Yeah, totally.
154 00:18:22.160 ⇒ 00:18:25.789 Uttam Kumaran: Okay, okay, and… but there’s no opportunity to have them adjust.
155 00:18:26.780 ⇒ 00:18:37.569 Robert Tseng: No, there is, I just… they literally just adjusted, like, I don’t know, 2 months ago, so, like, I… I think it’s hard to ask them to adjust before we really know what it is.
156 00:18:37.570 ⇒ 00:18:43.539 Uttam Kumaran: So the ask here, instead, in this, is, Mustafa, we need a view of their existing taxonomy.
157 00:18:44.400 ⇒ 00:18:45.040 Mustafa Raja: Okay.
158 00:18:45.420 ⇒ 00:18:51.630 Uttam Kumaran: Does that make sense? Like… Go through this, like…
159 00:18:51.920 ⇒ 00:18:59.140 Uttam Kumaran: what Robert and Bertie are working on here, and what this sheet needs to be is a view of the existing taxonomy to the best
160 00:18:59.440 ⇒ 00:19:00.960 Uttam Kumaran: Way we understand it.
161 00:19:01.040 ⇒ 00:19:12.170 Uttam Kumaran: Right? So we’re not gonna… we’re not proposing a new version. We are actually just, like, composing documentation about their existing taxonomy, and in this, we can flag
162 00:19:12.240 ⇒ 00:19:23.509 Uttam Kumaran: some of these… these types of campaigns, we still don’t know these types… like, we could put the scenarios here, similarly, but it… I would say the framing here is actually
163 00:19:23.620 ⇒ 00:19:26.760 Uttam Kumaran: Not what we should do, it’s just, like, what exists right now.
164 00:19:26.760 ⇒ 00:19:27.430 Mustafa Raja: Okay, okay.
165 00:19:27.430 ⇒ 00:19:29.549 Uttam Kumaran: So I would say, like.
166 00:19:29.690 ⇒ 00:19:34.350 Uttam Kumaran: Some of these, like, I will kind of say, just move to a category of, like.
167 00:19:35.060 ⇒ 00:19:41.419 Uttam Kumaran: potential, but some of these will be actuals. So we want a clear view of all the actual
168 00:19:41.710 ⇒ 00:19:44.580 Uttam Kumaran: Campaign taxonomies that exist.
169 00:19:44.620 ⇒ 00:19:45.440 Mustafa Raja: And…
170 00:19:45.440 ⇒ 00:19:50.940 Uttam Kumaran: This thread is… Here, and I’ll… I’ll… I can get this stuff to you.
171 00:19:51.510 ⇒ 00:19:51.960 Mustafa Raja: Okay.
172 00:19:51.960 ⇒ 00:20:05.469 Robert Tseng: Yeah, we don’t have to delete the sheet, we can keep it, it’s just, yeah, it’s probably not… like, I don’t… we can’t share this anytime soon, like, this is, like, a little bit too… yeah, we need to get something that’s more representative of what they currently have.
173 00:20:05.920 ⇒ 00:20:12.840 Uttam Kumaran: Yeah, I’m just gonna put existing… campaign… product tax on it.
174 00:20:13.820 ⇒ 00:20:19.519 Uttam Kumaran: So, that’s what I want, is view of, like… basically, I want to structure to this conversation that’s happening.
175 00:20:20.820 ⇒ 00:20:35.980 Uttam Kumaran: Which is… it’s clear, Birdie has a bunch of tribal knowledge, Robert has a good idea about… he’s starting to do some analysis. So eventually, this is gonna be the document that… that is the output of that work, which is, like, what is the state of the world for Exxon?
176 00:20:36.570 ⇒ 00:20:38.940 Uttam Kumaran: Is that a good… is that, like, a good thing, Robert?
177 00:20:39.330 ⇒ 00:20:40.839 Uttam Kumaran: That’s a good place to land.
178 00:20:40.970 ⇒ 00:20:52.460 Robert Tseng: Yeah, I mean, I… where I was going was just on campaigns, but, like, yeah, if we’re gonna… it’s… it’s fine to… I mean, we do want to be able to bring in products, ultimately, so, like, if…
179 00:20:52.760 ⇒ 00:21:00.710 Robert Tseng: like, I think there’s kind of 3 tables, like, or, like, 3 fields. Like, there’s, like, labeling of, like, existing campaign, like…
180 00:21:00.710 ⇒ 00:21:13.049 Robert Tseng: you’re labeling… you’re trying to categorize existing campaigns by campaign types. That’s… that’s the… that’s what I was focused on with Birdie. There’s, like, the categorization by product, whatever degree we can, and then
181 00:21:13.050 ⇒ 00:21:22.760 Robert Tseng: I guess, like, the segments, I don’t really care about. They only have RFM segments, and there’s… it’s already… it’s already labeled there. They just don’t have the labels for the other… for the other two.
182 00:21:24.980 ⇒ 00:21:36.810 Robert Tseng: All they currently have is date and channel. Those are the only two universal, like, things across all the campaign names. After that, the naming conventions are kind of like spaghetti. Like, it’s clear that they’ve changed, like, 3 or 4 times over the past year.
183 00:21:39.700 ⇒ 00:21:43.080 Uttam Kumaran: Okay, cool. So, I think, Mustafa, your next steps are pretty clear.
184 00:21:43.590 ⇒ 00:21:44.190 Mustafa Raja: Hmm.
185 00:21:44.610 ⇒ 00:21:49.299 Uttam Kumaran: Is this an urgent thing? Like, Robert, you want to have this today?
186 00:21:49.580 ⇒ 00:22:00.300 Robert Tseng: Well, the campaign one, I will… I will finish today. Like, I just don’t think it’s that hard to finish. And then, like, the product stuff, yeah, like, once again, like, linking campaigns to products is still the biggest priority.
187 00:22:00.620 ⇒ 00:22:04.550 Uttam Kumaran: Okay. Like, Mustafa, do you want to take a first crack at this today?
188 00:22:05.500 ⇒ 00:22:06.609 Mustafa Raja: Yeah, I don’t.
189 00:22:06.610 ⇒ 00:22:11.060 Uttam Kumaran: And then I’m gonna put… I’ll put Monday… As a due date.
190 00:22:11.780 ⇒ 00:22:17.910 Uttam Kumaran: But, like, you should already have, like, 90… like, 80% of the way through with the work that Robert’s done here.
191 00:22:18.180 ⇒ 00:22:20.139 Uttam Kumaran: If we can supplement with this.
192 00:22:20.690 ⇒ 00:22:23.890 Uttam Kumaran: Basically, Robert, I want to move your… your, like…
193 00:22:24.030 ⇒ 00:22:27.919 Uttam Kumaran: Conversation to, like, editing this doc, basically.
194 00:22:28.390 ⇒ 00:22:28.780 Robert Tseng: Yeah.
195 00:22:28.780 ⇒ 00:22:31.570 Uttam Kumaran: forms into, is, like, Okay.
196 00:22:32.690 ⇒ 00:22:33.520 Uttam Kumaran: Okay, cool.
197 00:22:35.430 ⇒ 00:22:43.459 Uttam Kumaran: Alright, we decided not to do, or… What did we decide about?
198 00:22:44.840 ⇒ 00:22:49.249 Uttam Kumaran: Yeah, so this is… did you have a chance to take a look at this? This is all loaded and ready for, like, querying.
199 00:22:49.970 ⇒ 00:22:51.560 Robert Tseng: I haven’t looked at the mother deck yet.
200 00:22:51.560 ⇒ 00:22:52.270 Uttam Kumaran: Okay.
201 00:22:52.270 ⇒ 00:22:53.510 Robert Tseng: I can look at that today.
202 00:22:53.510 ⇒ 00:22:55.899 Uttam Kumaran: Okay, and then anything else?
203 00:22:57.550 ⇒ 00:22:58.959 Uttam Kumaran: We want to talk through.
204 00:23:00.800 ⇒ 00:23:09.560 Robert Tseng: Yeah, no, so finished campaign level segmentation is in there and in progress, so that’s… I’m still expecting that to be done today. The…
205 00:23:10.380 ⇒ 00:23:22.350 Robert Tseng: lifecycle data strategy audit? Well, yeah, I mean, I already know, like, what the blockers are, so the fact that we can’t link the campaigns to users, that prevents me from finishing, kind of, like, being able to do the driver analysis there.
206 00:23:23.610 ⇒ 00:23:27.109 Robert Tseng: Yeah, I… I mean, those are the two main… those are the two…
207 00:23:27.250 ⇒ 00:23:32.399 Robert Tseng: urgent things that I’m gonna try to at least get some progress on before Monday.
208 00:23:33.760 ⇒ 00:23:34.370 Uttam Kumaran: Okay.
209 00:23:34.760 ⇒ 00:23:35.400 Robert Tseng: Yeah.
210 00:23:35.710 ⇒ 00:23:39.629 Robert Tseng: So, I’m hoping that if I at least do the campaign one, I can…
211 00:23:39.990 ⇒ 00:23:55.780 Robert Tseng: I can analyze the campaigns and at least have something to share on that for… for Monday. If I can’t do products, then I can’t speak about that. If I can’t really… and then, if I have time, I might… I might go in to actually do… look into the RFM stuff a bit close… a bit more closely, but yeah.
212 00:23:56.400 ⇒ 00:24:03.390 Uttam Kumaran: And then Casey produced an outline for his analysis proposal for… this question.
213 00:24:03.650 ⇒ 00:24:06.830 Robert Tseng: Okay, yeah, I can… I’ll review that today.
214 00:24:06.830 ⇒ 00:24:09.159 Uttam Kumaran: So I’m gonna move this to also end up review.
215 00:24:10.000 ⇒ 00:24:10.620 Robert Tseng: Yeah.
216 00:24:11.420 ⇒ 00:24:22.900 Uttam Kumaran: Cool, so yeah, two things for reviews is the Mother Duck stuff, and Casey’s proposal, and then, Mustafa, you’re clear on your next steps. And then, yeah, basically, I think Monday morning, we’ll try to get
217 00:24:23.240 ⇒ 00:24:27.179 Uttam Kumaran: We can try to get organized so that Robert can prep for his meeting.
218 00:24:27.360 ⇒ 00:24:37.939 Robert Tseng: Yeah, I did ask for all the access or whatever. Apparently, they have some on-site or whatever, so they didn’t do it. I’m expecting it not to be done next week. We can just keep pushing next week.
219 00:24:37.940 ⇒ 00:24:38.920 Uttam Kumaran: Okay, okay.
220 00:24:38.920 ⇒ 00:24:39.590 Robert Tseng: Yeah.
221 00:24:40.960 ⇒ 00:24:42.150 Uttam Kumaran: Okay, great.
222 00:24:42.470 ⇒ 00:24:47.989 Uttam Kumaran: Cool. And then AI team, we already talked about, so maybe we have 3 minutes?
223 00:24:48.200 ⇒ 00:24:53.040 Uttam Kumaran: One thing that I wanted to do… is…
224 00:24:53.420 ⇒ 00:24:57.099 Uttam Kumaran: And then, I guess, like, you tell me, like, what is the, like.
225 00:24:57.520 ⇒ 00:25:03.100 Uttam Kumaran: how should we, like, communicate, Robert? I don’t know, you may have already told this to other folks, but, like.
226 00:25:03.100 ⇒ 00:25:03.810 Robert Tseng: Yeah.
227 00:25:03.810 ⇒ 00:25:05.509 Uttam Kumaran: Well, for insomnia, like.
228 00:25:06.070 ⇒ 00:25:22.360 Uttam Kumaran: what’s helpful, like, give me a sense of, like, I guess, yeah, maybe we talk about insomnia, like, what’s the culture in terms of us trying to be communicative in Slack? Like, would it help to post something every day? Would it help today to post, like, a review of the week? On Monday to post, like, what we planned this week?
229 00:25:22.690 ⇒ 00:25:25.259 Uttam Kumaran: I’m gonna… that’s my baseline.
230 00:25:25.600 ⇒ 00:25:28.150 Uttam Kumaran: Yeah. At least? I think I should send it as an email.
231 00:25:28.920 ⇒ 00:25:29.670 Uttam Kumaran: Okay.
232 00:25:29.940 ⇒ 00:25:33.559 Uttam Kumaran: So, do we have an Insomnia one?
233 00:25:34.290 ⇒ 00:25:38.940 Uttam Kumaran: Rico… Okay.
234 00:25:38.940 ⇒ 00:25:48.439 Robert Tseng: So even if it’s just, like, re-summarizing the kind of back and forth we had on Slack, the stuff, yeah, the wins, obviously, the stuff that’s in progress, waiting on review, whatever, like, there’s… this kind of…
235 00:25:48.440 ⇒ 00:25:51.210 Uttam Kumaran: Send… send via email, do you… is this… do you want this to be a deck?
236 00:25:51.820 ⇒ 00:25:55.349 Robert Tseng: No, it can just be an email summary, yeah. Yeah, yeah.
237 00:25:55.720 ⇒ 00:25:56.109 Uttam Kumaran: So if I.
238 00:25:56.110 ⇒ 00:26:01.069 Robert Tseng: We’re gonna be linking out to some of the… yeah, I mean, I’m gonna link out to the deck that I shared, like.
239 00:26:01.070 ⇒ 00:26:01.520 Uttam Kumaran: Okay.
240 00:26:01.980 ⇒ 00:26:14.179 Robert Tseng: And then obviously, we reference, you know, I’m gonna probably link… I’m gonna probably reshare, you know, these are the things that we’re waiting on from the… from the other Robert IT guy, like, you know, stuff like that. It’s just gonna be…
241 00:26:14.180 ⇒ 00:26:15.909 Uttam Kumaran: Basically, I want to give you, like.
242 00:26:16.170 ⇒ 00:26:18.570 Uttam Kumaran: 60% of it, or 80% of it.
243 00:26:18.570 ⇒ 00:26:19.170 Robert Tseng: Yeah.
244 00:26:19.170 ⇒ 00:26:26.319 Uttam Kumaran: And then, that way, it’s really easy for you to fire out and link and stuff. Yep. So, if we talk about… can we just, like, rattle off…
245 00:26:26.520 ⇒ 00:26:28.429 Uttam Kumaran: Like, wins this week?
246 00:26:30.330 ⇒ 00:26:40.739 Robert Tseng: Yeah, well, I think, the… yeah, the analysis deck that I put out was probably the main analysis deliverable, and then…
247 00:26:41.470 ⇒ 00:26:43.680 Robert Tseng: Other things, I think we can…
248 00:26:43.940 ⇒ 00:26:49.210 Robert Tseng: I’d like to share out the campaign categorization stuff, and
249 00:26:49.670 ⇒ 00:27:02.849 Robert Tseng: there is, I don’t know, the weekly snapshot automation, of, like, for the creatives that Casey put together. I’d shared a loom there, but maybe we should just reshare that, like, we should reshare the loom.
250 00:27:02.850 ⇒ 00:27:09.599 Uttam Kumaran: Basically, one thing I want to do here is, like, wins, and then also, like, a why it matters. That’s what’s gonna end up in a deck eventually, is, like.
251 00:27:09.600 ⇒ 00:27:10.010 Robert Tseng: Yeah.
252 00:27:10.010 ⇒ 00:27:18.539 Uttam Kumaran: here are the five things, here’s, like, why these are important, so I can… I know why these two are. Can you give me, like, the gist for this one?
253 00:27:19.300 ⇒ 00:27:24.240 Robert Tseng: Or the email snapshot? Yeah. Yeah, well…
254 00:27:24.560 ⇒ 00:27:32.029 Robert Tseng: They’re… they built a new sheet that shows the visuals of the creatives for the emails that they’re sending.
255 00:27:32.350 ⇒ 00:27:37.240 Robert Tseng: It’s basically like a different… like, it’s like the same… it’s similar to the…
256 00:27:39.270 ⇒ 00:27:50.610 Robert Tseng: It’s similar to the daily scorecard output, it just has, like, actual visuals of the ad or whatever that was, like, the.
257 00:27:50.610 ⇒ 00:27:52.380 Uttam Kumaran: Yeah, yeah, I’ve seen that, yeah.
258 00:27:52.380 ⇒ 00:27:59.860 Robert Tseng: And so we’re just… We’re just dumping the data in this new sheet as well, so, like…
259 00:28:00.020 ⇒ 00:28:07.069 Robert Tseng: Yeah, like, it matters because they’re able to see…
260 00:28:07.470 ⇒ 00:28:15.589 Robert Tseng: They’re actually… they’re able to see the creative that went along with the performance of the… of that, of that campaign.
261 00:28:15.790 ⇒ 00:28:16.720 Uttam Kumaran: Okay, great.
262 00:28:16.890 ⇒ 00:28:17.620 Robert Tseng: Yeah.
263 00:28:20.470 ⇒ 00:28:31.210 Uttam Kumaran: And then new things are, like, getting access to AWS for direct Phrase, export…
264 00:28:32.010 ⇒ 00:28:40.390 Uttam Kumaran: The other thing we’re working on is this, like, multi… Oh, yeah.
265 00:28:40.810 ⇒ 00:28:50.929 Uttam Kumaran: what variables… yeah, so, like… multi-variable… revenue analysis beyond email sends.
266 00:28:51.930 ⇒ 00:28:59.170 Uttam Kumaran: We have… taxonomy for… Product…
267 00:28:59.680 ⇒ 00:29:01.719 Uttam Kumaran: And… what was the last one?
268 00:29:04.030 ⇒ 00:29:05.190 Uttam Kumaran: Product category?
269 00:29:08.030 ⇒ 00:29:08.680 Robert Tseng: Yeah.
270 00:29:08.940 ⇒ 00:29:15.879 Robert Tseng: I thought we were with the Duck… I haven’t reviewed the DuckDB stuff, but if I can say one more thing there, like, I thought we were,
271 00:29:16.090 ⇒ 00:29:25.140 Robert Tseng: looking at holistics, looking at all the tables that I had kind of shared that are relevant to Bray’s products, campaigns, and then being able to, like.
272 00:29:25.410 ⇒ 00:29:34.829 Robert Tseng: look at the schema and try to, like, model out, like, what we think we can build as an underlying data set, right? Pretty sure that’s what you did, right, Casey?
273 00:29:35.540 ⇒ 00:29:44.289 Casie Aviles: What I did here is I just pulled, basically, the campaign data and the segments data that I exported from Braze UI.
274 00:29:44.350 ⇒ 00:29:51.119 Robert Tseng: Yeah, so… Yeah. It doesn’t look like anybody looked at holistics, like I… yeah, I mean, anyway, so…
275 00:29:51.320 ⇒ 00:29:57.560 Uttam Kumaran: So you’re basically saying, like, take a look and see if we can match, or at least we match what’s in there, versus if there’s anything else in there.
276 00:29:57.940 ⇒ 00:30:07.990 Robert Tseng: Yeah, because if those are… you could just view that as, like, that’s, like, he just extracted stuff out of there, like, it’s probably not everything, but, you know, that’s… if we could… if we could use that as the…
277 00:30:08.220 ⇒ 00:30:14.340 Robert Tseng: foundation, that should be easy, right? Where we’re just, you know, it’s just SQL transformation to build the data set that we want.
278 00:30:15.510 ⇒ 00:30:21.600 Uttam Kumaran: Okay. I mean, the only problem with holistic is, like, I don’t know if you have admin access to, like, see any of the underlying modeling.
279 00:30:22.150 ⇒ 00:30:27.670 Robert Tseng: Yeah, I can run queries. I was looking at the tables, that’s how I even sent those screenshots.
280 00:30:27.670 ⇒ 00:30:32.439 Uttam Kumaran: Can you… can you see, like, underneath those tables? Because Fallistics is, like, they have, like, modeling…
281 00:30:33.060 ⇒ 00:30:34.890 Uttam Kumaran: It’s like.
282 00:30:34.890 ⇒ 00:30:49.869 Robert Tseng: Oh, no, yeah, like, I would just, like, run each… I would just run, like, a select star, a limited, or whatever on every one, and I would just export it, and just kind of cobble together that… that… what that… like, all the different… to figure out what the schemas are for all the tables.
283 00:30:50.110 ⇒ 00:30:54.059 Uttam Kumaran: So the ask here is just double-check what we got here versus what’s…
284 00:30:55.270 ⇒ 00:31:05.489 Robert Tseng: Yeah, I mean, because it sounds like… I mean, I’ll review Casey’s work, but it sounds like he just exported from Braze, which I’m gonna be like, that’s not… it’s gonna be the same thing that I did in the cleaned… in the cleaned Google Sheet.
285 00:31:05.490 ⇒ 00:31:09.660 Uttam Kumaran: Well, no, the benefit here is that you can run SQL, like, you can do all your…
286 00:31:12.290 ⇒ 00:31:23.079 Robert Tseng: Okay, yeah, so we just, like, moved it into a SQL environment, but we didn’t actually, like, we didn’t enrich it with any additional data, is basically what I’m gonna find. Yeah. Okay, so basically, I think then…
287 00:31:23.160 ⇒ 00:31:29.310 Uttam Kumaran: one, I think, Casey, if you could spend a minute and just look in holistics on what else… What?
288 00:31:29.450 ⇒ 00:31:32.560 Uttam Kumaran: Other data is available that we keep going.
289 00:31:34.340 ⇒ 00:31:40.419 Casie Aviles: Okay. Yeah, I also exported something from Braze, which I think is…
290 00:31:40.770 ⇒ 00:31:49.120 Casie Aviles: a way to link the users and the campaigns, although… Great, yeah. I did run into a limitation there, like.
291 00:31:49.350 ⇒ 00:31:57.539 Casie Aviles: it only gives us, like, past 60 days data, so I think we’ll need to look at how we can get the historical data.
292 00:31:59.080 ⇒ 00:32:03.359 Uttam Kumaran: Okay, cool. So, I mean, a similar ask, so I’m gonna put the ask here.
293 00:32:05.480 ⇒ 00:32:11.410 Uttam Kumaran: And then, is there anything else, I know we have to jump to the next thing, anything else on… on these, or any opportunities?
294 00:32:11.580 ⇒ 00:32:13.469 Uttam Kumaran: Robert, that you want to, like, highlight?
295 00:32:14.320 ⇒ 00:32:19.310 Robert Tseng: Yeah, no, I haven’t thought about this since Wednesday, really, so I… Okay. Yeah.
296 00:32:19.460 ⇒ 00:32:28.810 Uttam Kumaran: Okay, so I’m gonna… I’ll round this out, and then have this for you to shoot an email. I mean, like, I’m gonna push to see if we can get, like, we should just get an email out today with stuff.
297 00:32:29.210 ⇒ 00:32:30.040 Robert Tseng: Yeah, we should.
298 00:32:30.040 ⇒ 00:32:34.970 Uttam Kumaran: That’d be great. Okay, cool. Alright, let’s… Folks that are there.
299 00:32:35.570 ⇒ 00:32:36.940 Robert Tseng: Okay, thanks.