Meeting Title: Planning: AI-Default-Interlude-Insomnia-ABC Date: 2025-10-20 Meeting participants: Casie Aviles, Uttam Kumaran, Rico Rejoso, Samuel Roberts, king, Robert Tseng, mustafa


WEBVTT

1 00:00:13.580 00:00:14.640 Uttam Kumaran: Hey, Casey.

2 00:00:16.960 00:00:17.640 Casie Aviles: Dang.

3 00:00:21.240 00:00:22.200 Casie Aviles: Good morning.

4 00:00:22.540 00:00:23.300 Uttam Kumaran: Morning.

5 00:00:46.990 00:00:48.189 Uttam Kumaran: How was the weekend?

6 00:00:51.030 00:00:56.880 Casie Aviles: Yeah, it was just a slow weekend. I didn’t really do much, I just rested inside.

7 00:00:57.360 00:00:58.060 Uttam Kumaran: Okay.

8 00:01:00.190 00:01:02.129 Casie Aviles: Yeah, about you, how did you spend it?

9 00:01:04.140 00:01:08.599 Uttam Kumaran: For me, not much, just hanging out with some friends, and then…

10 00:01:08.910 00:01:11.719 Uttam Kumaran: Yeah, I was feeling sick again last week, so…

11 00:01:11.720 00:01:12.320 Casie Aviles: Oh…

12 00:01:12.320 00:01:15.009 Uttam Kumaran: Just trying to… Feel better.

13 00:01:15.880 00:01:16.670 Casie Aviles: Yeah…

14 00:01:38.860 00:01:39.840 Rico Rejoso: Morning, guys.

15 00:01:40.680 00:01:41.530 Uttam Kumaran: Morning.

16 00:01:45.560 00:01:46.759 Samuel Roberts: How’s everyone?

17 00:01:47.700 00:01:48.500 Uttam Kumaran: Good.

18 00:01:51.190 00:01:52.340 Samuel Roberts: Okay, good.

19 00:02:02.520 00:02:03.860 Samuel Roberts: Everyone have a good weekend?

20 00:02:05.290 00:02:07.379 Uttam Kumaran: Yeah, we were just talking about it. Pretty chill.

21 00:02:07.780 00:02:09.400 Samuel Roberts: Nice. How about you?

22 00:02:09.639 00:02:12.419 Samuel Roberts: Yeah, a little, a little busy. We had to…

23 00:02:12.600 00:02:16.250 Samuel Roberts: drive my mother-in-law back down to, Cincinnati.

24 00:02:16.490 00:02:22.390 Samuel Roberts: So we had a long day yesterday of driving there, like, recovering and driving back, and it’s like…

25 00:02:23.370 00:02:25.110 Samuel Roberts: 4 hours there…

26 00:02:26.240 00:02:30.970 Samuel Roberts: So it was, I guess it was a solid day. Not what I was anticipating for the weekend, but…

27 00:02:31.530 00:02:34.350 Samuel Roberts: it was good, it was good.

28 00:02:34.930 00:02:35.590 Uttam Kumaran: Okay.

29 00:02:37.600 00:02:38.520 Uttam Kumaran: Nice.

30 00:02:38.750 00:02:42.430 Uttam Kumaran: Well, let me pull… let me pull… tough up.

31 00:03:18.310 00:03:18.910 Uttam Kumaran: Okay.

32 00:03:19.150 00:03:22.420 Uttam Kumaran: Cool, every… seems like most people are here.

33 00:03:23.190 00:03:23.690 Robert Tseng: Hey, yeah.

34 00:03:23.690 00:03:24.490 Uttam Kumaran: I’m missing it.

35 00:03:24.870 00:03:25.700 Uttam Kumaran: Okay, cool.

36 00:03:26.070 00:03:26.459 Robert Tseng: Wait, who’.

37 00:03:27.340 00:03:27.970 Robert Tseng: Ape.

38 00:03:30.130 00:03:31.230 Uttam Kumaran: Yeah, who is King?

39 00:03:31.630 00:03:32.670 Uttam Kumaran: Okay, that’s what I thought.

40 00:03:32.670 00:03:34.820 Robert Tseng: Oh, it’s Demulati? Is that Demulati?

41 00:03:34.820 00:03:35.490 Uttam Kumaran: Yeah.

42 00:03:35.660 00:03:37.940 Uttam Kumaran: Because your username is Demi King, right?

43 00:03:38.890 00:03:40.810 king: Yeah, so I’m planning.

44 00:03:40.810 00:03:41.679 Samuel Roberts: That’s true.

45 00:03:41.680 00:03:42.060 Uttam Kumaran: Fair enough.

46 00:03:42.610 00:03:53.180 king: I have a dual identity, so, like, at home and, like, with family and friends, I’m called king, but, like, at work, school, like, professional settings, I just use my government name, which is Imlade, so…

47 00:03:53.810 00:03:57.380 Robert Tseng: Oh, I love that. My father-in-law’s name is also King.

48 00:03:58.230 00:03:59.330 Uttam Kumaran: Really? Yeah.

49 00:03:59.550 00:04:00.230 Robert Tseng: Yeah.

50 00:04:01.320 00:04:01.970 Uttam Kumaran: Wow.

51 00:04:01.970 00:04:05.490 Robert Tseng: He’s coming to New York today, so…

52 00:04:05.490 00:04:16.429 Uttam Kumaran: Is his personality, like… I mean, but… but, like, your personality, you’re not, like, some ruthless king, like, you’re pretty, like, Bill, like, so… what is your fa… is your… is your father-in-law, like…

53 00:04:17.029 00:04:19.869 Uttam Kumaran: Like a… like a monarch, or is it… is he…

54 00:04:19.870 00:04:22.140 Robert Tseng: Yeah, he’s got a big personality.

55 00:04:22.140 00:04:22.570 Uttam Kumaran: Okay.

56 00:04:22.570 00:04:26.549 Robert Tseng: He’ll like to introduce himself as king. He’s like.

57 00:04:26.550 00:04:26.979 Samuel Roberts: You can call.

58 00:04:26.980 00:04:28.140 Robert Tseng: me cake.

59 00:04:28.140 00:04:29.430 Uttam Kumaran: Hell yeah, he loves saying that.

60 00:04:31.880 00:04:33.040 Uttam Kumaran: That’s awesome.

61 00:04:36.980 00:04:37.810 Uttam Kumaran: Cool.

62 00:04:38.350 00:04:44.890 Uttam Kumaran: Great, so let’s talk about, insomnia cookies first.

63 00:04:45.010 00:04:53.270 Uttam Kumaran: So I guess let’s talk about things that were in review. So the first thing was the analysis outline that Casey did.

64 00:04:53.450 00:04:57.060 Uttam Kumaran: I’m wondering if you had a chance to look at that, Robert?

65 00:04:57.570 00:05:00.999 Robert Tseng: I actually did not. I will… I will look at it today. I’m sorry.

66 00:05:01.600 00:05:12.400 Uttam Kumaran: So that one is open. I mean, this is… I think we can talk in delivery planning about execution of that, but I do… I took a look at it, and I do think that it was a kind of a nice exercise to, like.

67 00:05:12.400 00:05:12.960 Robert Tseng: Okay.

68 00:05:12.960 00:05:14.489 Uttam Kumaran: Do that outline first.

69 00:05:14.610 00:05:25.439 Uttam Kumaran: I think kind of two things I’ll ask for is, one, of course, give feedback on this outline, and second, this is our first time doing some of these, so if you can also critique the format a bit.

70 00:05:25.770 00:05:35.559 Uttam Kumaran: I think this is, like, a nice way, a nice lightweight way for people to get their, sort of, hypothesis judged by you first for executing, so…

71 00:05:36.280 00:05:41.799 Uttam Kumaran: And it’s something that eventually we can start to get feedback from, like, the entire team on a client.

72 00:05:42.010 00:05:45.410 Uttam Kumaran: So, ideally, like, it’s more of a sign-off at the end. Okay, cool.

73 00:05:45.410 00:05:55.040 Robert Tseng: Yeah, no, I should be reviewing it same day. I think I’m trying to do better at that, so… I think when I let it go for more than a day, then it ends up just kind of getting stuck, so…

74 00:05:55.450 00:05:57.920 Uttam Kumaran: Casey, can you bump this in the… in the channel?

75 00:05:59.070 00:06:00.500 Casie Aviles: Sure.

76 00:06:01.710 00:06:06.159 Uttam Kumaran: Cool. And then, I guess talk to me, same thing about Mother Duck, I assume?

77 00:06:08.600 00:06:10.610 Robert Tseng: Yeah, same thing, same thing on the mother dot.

78 00:06:11.020 00:06:11.700 Uttam Kumaran: Okay, crap.

79 00:06:12.570 00:06:15.090 Uttam Kumaran: And then, yeah, tell me about the…

80 00:06:15.220 00:06:18.130 Uttam Kumaran: So we talked a little bit about the taxonomy stuff.

81 00:06:18.620 00:06:20.520 Uttam Kumaran: Last week.

82 00:06:23.540 00:06:29.900 Uttam Kumaran: right now, what Mustafa found is that, like, We can’t link any customer.

83 00:06:29.900 00:06:31.220 Robert Tseng: Yeah, I did see that.

84 00:06:31.220 00:06:31.810 Uttam Kumaran: Yeah.

85 00:06:33.540 00:06:40.419 Robert Tseng: Well, yeah, so I mean, I guess that’s… that’s a problem for us, the fact that, I mean, we can’t… we haven’t found a way to link those,

86 00:06:40.770 00:06:44.729 Robert Tseng: Yeah, I mean, that… that sucks, because then we don’t get to do…

87 00:06:44.890 00:06:48.950 Robert Tseng: Campaign by product, and we also don’t get to do,

88 00:06:49.850 00:06:56.090 Robert Tseng: Yeah, like, a direct customer… we don’t get to link customers to the campaigns that they… that they purchase.

89 00:06:56.090 00:07:01.579 Uttam Kumaran: Is this something that we should just flag to them? Like, or flag to that AWS guy?

90 00:07:04.970 00:07:22.379 Robert Tseng: Yeah, well, I mean, I guess if you guys looked in holistics and there wasn’t anything in there, and I haven’t seen such a report there. Yeah, they don’t have… they don’t have a report like that. So, I mean, I think this is a great data modeling opportunity for us, but we just have to kind of think through, like, how do we actually, like, make this link? If it’s not going to go through Braze?

91 00:07:22.380 00:07:36.050 Robert Tseng: I mean, surely we have every transaction from every customer. I don’t know how else we’re going to associate them to the, to a campaign, but if we’re not able to do that with raised data alone, then this might take longer, so…

92 00:07:39.870 00:07:44.200 Uttam Kumaran: So, in terms of next steps on this, like, Should we…

93 00:07:44.500 00:07:47.659 Uttam Kumaran: toss this into, like, a notion, or what do you think is helpful?

94 00:07:49.390 00:07:59.420 Robert Tseng: Yeah, well, I bumped the guy on, like, the… on the AWS access again today, so we’ll see. They were on an offsite late last week, so we didn’t hear back from him.

95 00:08:00.560 00:08:12.340 Robert Tseng: Yeah, I mean, if we’re just… maybe if we move this to blocked, like, I’m not really sure, like… I mean, I guess I’m just not gonna prioritize, this… this direction, we’ll just have to go in a different direction for now.

96 00:08:19.170 00:08:20.200 Uttam Kumaran: Okay, great.

97 00:08:20.460 00:08:23.030 Uttam Kumaran: And then… yeah, go ahead.

98 00:08:23.030 00:08:26.260 Robert Tseng: And it’s like, if we can’t link them to campaigns, then…

99 00:08:26.710 00:08:34.329 Robert Tseng: Yeah, because right now, in these weekly business reviews, what we do is we just… we talk about the campaigns, and then we’re looking at, like.

100 00:08:34.409 00:08:42.350 Robert Tseng: This… it’s basically like a transactions report, that drills down to the product, and we’re just, like, looking for

101 00:08:42.350 00:08:54.500 Robert Tseng: well, this campaign did, like, whatever happened this week, and if we look at this other table, like, it looks like some… some of these product transactions, like, whatnot, it must have impacted that product. Like, it’s a very, like.

102 00:08:55.060 00:09:10.189 Robert Tseng: it’s… it’s totally not, like, causal, and, like, we’re just… we’re just, like, eyeballing it, so… Yeah. I was hoping that we could be able to bring something that was a bit more rigorous into this process, but, if… if we’re kind of unable to see it right now, like, I…

103 00:09:10.350 00:09:14.179 Robert Tseng: I guess there’s just… that’s what they’re gonna default to going back to.

104 00:09:15.020 00:09:15.560 Uttam Kumaran: Okay.

105 00:09:19.810 00:09:20.470 Uttam Kumaran: Okay.

106 00:09:20.470 00:09:39.129 Robert Tseng: Okay, so, I mean, that just, like, that gives me a sense of, like, what segments that we can’t build out right now, which is okay. I think it’s more important than to do customer-level segmentation, so if we can ignore the campaign kind of part… piece of it, at least we should still be able to do

107 00:09:39.990 00:09:49.119 Robert Tseng: Have, like, like, you know, customer, product, the products that they’ve purchased, and be able to, like, val… like, kind of pressure test

108 00:09:49.160 00:09:58.990 Robert Tseng: the quote-unquote RFM segments that they’ve built. Like, I know that the… those segments are not great, and I wanted to redo them, or, like, basically

109 00:09:58.990 00:10:10.999 Robert Tseng: you know, figure out, like, what’s a better way to segment their customers. But yeah, I think that’s… that’s probably a different… that’s… that’s probably the different… the other direction I would take this in instead.

110 00:10:15.480 00:10:16.080 Uttam Kumaran: Okay.

111 00:10:16.310 00:10:19.009 Uttam Kumaran: I think this is something that we can talk…

112 00:10:19.270 00:10:30.500 Uttam Kumaran: I mean, I think, Demolade, like, the reason I included you here is I think we want to loop you into some stuff on Insomnia, as there is, like, some data modeling,

113 00:10:31.140 00:10:32.100 Uttam Kumaran: Coming up.

114 00:10:32.430 00:10:33.969 Uttam Kumaran: And I think, like, it’s…

115 00:10:34.330 00:10:39.569 Uttam Kumaran: I feel like we could talk about it in the delivery meeting, but just looking at everybody’s time, I feel like…

116 00:10:39.710 00:10:43.809 Uttam Kumaran: This should be possible for you, and it’s actually really, really low-level stuff.

117 00:10:43.970 00:10:48.320 Uttam Kumaran: So I think this is a great exercise, like, for Demolade to take on, which is just, like.

118 00:10:48.950 00:10:54.430 Uttam Kumaran: find out, like, how else we can segment these customers. And now that we also have the data in Mother Duck, it’s possible.

119 00:10:54.980 00:10:55.730 Robert Tseng: Yeah.

120 00:10:56.540 00:11:01.199 Uttam Kumaran: Okay, so I have products purchased, spend levels, like, I don’t know if we have geo…

121 00:11:01.800 00:11:02.480 Robert Tseng: Yeah.

122 00:11:03.060 00:11:04.929 Uttam Kumaran: Yeah,

123 00:11:08.520 00:11:10.259 Uttam Kumaran: I’m gonna say,

124 00:11:10.260 00:11:22.260 Robert Tseng: Whatever we have is just in that holistics environment. So, I guess, yeah, whatever you guys have found in there is probably what I’ve seen, too, so I don’t have any more than that.

125 00:11:33.010 00:11:38.290 Uttam Kumaran: Okay, and then, Demolat, I can get you access to… Everything and stuff today.

126 00:11:39.130 00:11:42.749 king: Oh, okay. Access and some contacts would be great, like…

127 00:11:42.750 00:11:43.470 Uttam Kumaran: Yes.

128 00:11:43.810 00:11:45.600 Uttam Kumaran: Yeah, we can meet today.

129 00:11:51.430 00:11:58.939 Robert Tseng: Yeah, the one thing that’s in progress I’m gonna move right now while you’re kind of doing this, is the campaign level segmentation. I finished that this morning, so…

130 00:11:59.140 00:12:07.009 Robert Tseng: I’ve basically categorized every campaign at this point, so I will be able to… I’m not blocked there, I can keep going there.

131 00:12:07.570 00:12:10.070 Robert Tseng: Yeah.

132 00:12:10.830 00:12:12.040 Robert Tseng: the…

133 00:12:12.860 00:12:25.070 Robert Tseng: I guess Casey’s updating daily impact scorecard. Just FYI, their CEOs joining the Weekly Business Review today, so I’m gonna jump off this call shortly to go and try to prepare a couple more things before he shows up.

134 00:12:25.550 00:12:37.079 Robert Tseng: But yeah, I mean, it’s both, you know, good and bad news. Good news, getting more visibility into these kind of readouts. Bad news is, like, I don’t know, there’s probably gonna be more pressure, and I feel like we haven’t

135 00:12:37.230 00:12:44.910 Robert Tseng: Been able to, you know, get many more cuts of data between last week and now, so…

136 00:12:45.070 00:12:45.899 Robert Tseng: We’ll see how it goes.

137 00:12:45.900 00:12:56.810 Uttam Kumaran: Yeah, see if you can put some pressure on the AWS thing, and then, yeah, I think we’ll try to deliver something for you this week. So just… you can just brain dump as things come in from that meeting, and we can add it to the backlog here.

138 00:12:57.360 00:12:58.010 Robert Tseng: Okay.

139 00:12:58.660 00:12:59.650 Uttam Kumaran: Okay, cool.

140 00:13:00.420 00:13:06.620 Uttam Kumaran: Great. I don’t think there’s much else on Insomnia, then, like, I… I feel pretty good.

141 00:13:07.000 00:13:07.610 Robert Tseng: Yeah.

142 00:13:08.890 00:13:14.599 Robert Tseng: Other than that, just keep the… keep up business as usual. I know every time you saw something come in.

143 00:13:14.710 00:13:18.020 Robert Tseng: Bertie just wants, like, basically.

144 00:13:18.020 00:13:18.560 Uttam Kumaran: Yeah.

145 00:13:18.560 00:13:20.869 Robert Tseng: form from the fill-outs within Slack.

146 00:13:20.870 00:13:21.360 Uttam Kumaran: Yeah.

147 00:13:21.360 00:13:23.570 Robert Tseng: Yes, there’s that,

148 00:13:24.670 00:13:29.589 Robert Tseng: Yeah, and then hopefully after… once the day settles down a bit more, I’ll be able to…

149 00:13:29.950 00:13:34.150 Robert Tseng: Help structure, like, what segments we need to go after next.

150 00:13:36.430 00:13:47.990 Robert Tseng: Yeah, we’re basically capped at the, like, the depth of analysis we can do until we can produce better segments. So, I think that’s kind of where… that’s the overworking theme here.

151 00:13:48.350 00:13:50.789 Robert Tseng: Okay, alright, then I’m gonna jump off.

152 00:13:51.320 00:13:52.629 Uttam Kumaran: Thanks, Eric. See you guys.

153 00:13:53.980 00:14:02.869 Uttam Kumaran: And then for, default this week, I think I have some new stuff, so… one is,

154 00:14:03.520 00:14:07.460 Uttam Kumaran: We have, the PDL work?

155 00:14:08.360 00:14:14.259 Uttam Kumaran: Second is… So, I guess…

156 00:14:14.750 00:14:20.379 Uttam Kumaran: Mustafa, we talked last week about adding those new fields, as well as…

157 00:14:20.570 00:14:24.179 Uttam Kumaran: updating with people, right? So where are we on, like, the PDL?

158 00:14:24.550 00:14:25.410 Uttam Kumaran: buff.

159 00:14:26.090 00:14:35.149 mustafa: So, I need to update the sheets for that. And for that, do we need to also, redo the PDL report?

160 00:14:36.400 00:14:42.319 Uttam Kumaran: We don’t need to redo it, I just need to start to include, people there, and then they wanted, like.

161 00:14:43.030 00:14:45.559 Uttam Kumaran: Of deeper documentation on it.

162 00:14:46.550 00:14:49.750 mustafa: Okay, with the new fields, in the companies.

163 00:14:50.790 00:14:55.119 Uttam Kumaran: Yeah, so, couple things. Well, they also wanted,

164 00:14:56.000 00:15:02.079 Uttam Kumaran: like, basically a Google Sheet with all of the endpoints and what fields we would get from each.

165 00:15:03.420 00:15:04.340 mustafa: Yeah.

166 00:15:06.480 00:15:08.300 mustafa: Yeah.

167 00:15:09.060 00:15:14.679 Uttam Kumaran: So, I’m gonna make a couple of… Of tickets there this week.

168 00:15:15.820 00:15:20.189 Uttam Kumaran: Okay, that’s that one.

169 00:15:25.810 00:15:29.570 Uttam Kumaran: And then… yeah, I’m gonna make one that’s… Great.

170 00:15:30.780 00:15:38.400 Uttam Kumaran: Data documentation for each vendor… API…

171 00:15:41.250 00:15:46.410 Uttam Kumaran: Google Sheet with each vendor, API, fields.

172 00:15:48.790 00:15:51.560 Uttam Kumaran: One sheet per vendor.

173 00:15:51.840 00:15:56.860 Uttam Kumaran: can be field… Name and description.

174 00:15:58.030 00:15:58.760 Uttam Kumaran: Oops.

175 00:16:01.580 00:16:03.090 Uttam Kumaran: Let’s just hop in there.

176 00:16:05.730 00:16:07.260 Uttam Kumaran: What?

177 00:16:09.550 00:16:13.440 Uttam Kumaran: Okay, so there’s that one… And then…

178 00:16:14.130 00:16:19.729 Uttam Kumaran: The other one that’s coming up today is, Customer Health.

179 00:16:19.960 00:16:29.199 Uttam Kumaran: Dashboard… MVP… So that one… Oh, it shouldn’t be that bad.

180 00:16:31.690 00:16:38.800 Uttam Kumaran: I’m gonna put 3 points, but this is a medium. I’m gonna meet with them tomorrow to get… to finalize requirements, but…

181 00:16:39.050 00:16:41.190 Uttam Kumaran: If you get done with everything, we can work on it.

182 00:16:41.190 00:16:42.680 mustafa: That should be pretty chill.

183 00:16:42.920 00:16:44.590 mustafa: Thank you.

184 00:16:49.540 00:16:52.830 Uttam Kumaran: And then… let’s see, what else?

185 00:16:56.440 00:17:02.059 Uttam Kumaran: Create data augmentation, create the people sample set, expand company sample set fields…

186 00:17:06.280 00:17:10.470 Uttam Kumaran: This one… You already… we already have most of these, right?

187 00:17:11.849 00:17:14.569 mustafa: Yes, we have these.

188 00:17:14.569 00:17:15.279 Uttam Kumaran: All these, right?

189 00:17:15.280 00:17:21.630 mustafa: We need to, break down this, break down the… break down the location to city, state, and postcode.

190 00:17:21.819 00:17:28.610 mustafa: We do have revenue, we do not have funding right now, so… Funding one…

191 00:17:28.610 00:17:30.890 Uttam Kumaran: Yeah, okay, so for this, but you already have the address, right?

192 00:17:30.890 00:17:32.150 mustafa: Yeah, yeah, yeah.

193 00:17:32.150 00:17:34.179 Uttam Kumaran: Okay, so then I would ditch this.

194 00:17:34.710 00:17:38.450 Uttam Kumaran: So I would say the only thing you need is, like, is funding, right?

195 00:17:38.450 00:17:39.290 mustafa: Yeah.

196 00:17:40.400 00:17:41.000 Uttam Kumaran: Okay.

197 00:17:46.780 00:17:53.710 mustafa: For fun, do we need the, how much, how much money they got, and, which funding cycle they’re at, right?

198 00:17:54.250 00:17:54.980 Uttam Kumaran: Yeah.

199 00:17:56.900 00:17:57.950 Uttam Kumaran: Exactly.

200 00:18:03.990 00:18:05.710 Uttam Kumaran: Mmm… okay.

201 00:18:07.470 00:18:13.300 Uttam Kumaran: And then there were a couple other things, which was… Oh…

202 00:18:27.460 00:18:36.900 Uttam Kumaran: Okay… so, there was the last thing, which was, expand… Vendor analysis…

203 00:18:37.250 00:18:41.189 Uttam Kumaran: And then there was a… there’s a few more fields that I proposed, right?

204 00:18:43.200 00:18:45.030 Uttam Kumaran: Never aware that is.

205 00:18:48.180 00:18:54.319 mustafa: I think there were a few, comments and notion, for PBL. I included those.

206 00:18:54.970 00:18:57.199 mustafa: We can take a look at that.

207 00:18:58.490 00:18:59.660 Uttam Kumaran: Oh, yeah, okay.

208 00:19:08.570 00:19:10.960 Uttam Kumaran: Nice, okay, so basically this…

209 00:19:14.220 00:19:19.680 Uttam Kumaran: Should go into the… the platform docs?

210 00:19:21.280 00:19:23.760 Uttam Kumaran: And then this one… okay.

211 00:19:27.940 00:19:28.889 Uttam Kumaran: Okay, cool.

212 00:19:30.010 00:19:37.819 mustafa: Yeah, from here, the… only the spreadsheet one, I didn’t answer, because, you can give spreadsheet, then the rest are answered.

213 00:19:40.440 00:19:42.679 Uttam Kumaran: Okay, so I’m gonna put this as review…

214 00:19:42.960 00:19:48.810 Uttam Kumaran: what is unique about this vendor? So, you’re gonna move…

215 00:19:52.950 00:19:56.450 Uttam Kumaran: You’re gonna move this to the, spreadsheet.

216 00:19:59.860 00:20:00.940 Uttam Kumaran: This one, right?

217 00:20:03.780 00:20:06.299 mustafa: Okay, I’ll move that.

218 00:20:07.010 00:20:12.419 Uttam Kumaran: Yeah, so basically what they… what they would want is, like, a one table that’s just, like, PDL,

219 00:20:12.690 00:20:15.850 Uttam Kumaran: the API, and then the field.

220 00:20:16.690 00:20:19.380 Uttam Kumaran: And then if it’s easy, you can put in a sample.

221 00:20:20.990 00:20:25.349 mustafa: Ideally, if they have a description, that’s great. Yeah, like, it’s basically this, except, like, in a CSV.

222 00:20:26.310 00:20:27.080 mustafa: No.

223 00:20:28.000 00:20:28.760 mustafa: Okay.

224 00:20:29.770 00:20:30.530 Uttam Kumaran: Okay, cool.

225 00:20:31.080 00:20:35.519 Uttam Kumaran: Okay, so that should be this week for default, I feel pretty good.

226 00:20:37.370 00:20:41.160 Uttam Kumaran: Let’s talk about, AI team stuff.

227 00:20:41.730 00:20:46.019 Uttam Kumaran: So, maybe first, let’s talk about,

228 00:20:47.670 00:20:53.449 Uttam Kumaran: just stuff that’s moved… that’s from last week. Anything we need to… Bring in…

229 00:21:00.900 00:21:03.070 Samuel Roberts: I don’t think what.

230 00:21:03.070 00:21:05.539 Uttam Kumaran: Or this is what’s currently inside.

231 00:21:05.540 00:21:10.880 Samuel Roberts: Yeah. The AgentsMD is in, I think that’s definitely something to, like.

232 00:21:11.310 00:21:20.419 Samuel Roberts: ongoingly improve as we start using codecs more, but I added some stuff about UI stuff. Mostra, I also mentioned the… the,

233 00:21:21.920 00:21:30.289 Samuel Roberts: the… so the APIs are in, they’re usable now, and then I added some stuff to the codecs, or not the codecs, the AgentsMD about that, so…

234 00:21:30.290 00:21:30.900 Uttam Kumaran: Okay.

235 00:21:30.900 00:21:37.719 Samuel Roberts: it should be able to start using that, potentially. If we need more details of Maestra, or, like, links to docs or something, we can add that, but…

236 00:21:37.910 00:21:39.530 Samuel Roberts: Obviously, over time.

237 00:21:40.510 00:21:41.720 Uttam Kumaran: Okay, great.

238 00:21:43.890 00:21:51.750 Uttam Kumaran: for these ones… sorry, I should have started here, but maybe for these ones… so I’ll take a look at AgentsMD today. We’re finalizing these,

239 00:21:52.440 00:21:54.740 Uttam Kumaran: We’re finalizing these dashboards.

240 00:21:54.880 00:21:55.530 Uttam Kumaran: Which is great.

241 00:21:55.530 00:21:56.130 Samuel Roberts: Right.

242 00:21:56.500 00:21:58.350 Samuel Roberts: Is that what you guys were doing yesterday?

243 00:21:58.350 00:21:59.279 Uttam Kumaran: Yeah, and it’s.

244 00:21:59.280 00:22:00.349 Samuel Roberts: I saw the channel.

245 00:22:00.350 00:22:01.580 Uttam Kumaran: Almost done, yeah.

246 00:22:01.580 00:22:02.539 Samuel Roberts: Okay, cool, cool.

247 00:22:02.540 00:22:06.360 Uttam Kumaran: And then for these two, these… this one looks like it’s merged.

248 00:22:06.360 00:22:08.510 mustafa: Yeah, yeah, this is done.

249 00:22:09.680 00:22:11.219 Samuel Roberts: Yeah, I think that, yeah, that’s all I’m originally.

250 00:22:11.220 00:22:13.380 mustafa: And I think the above one is also down.

251 00:22:14.330 00:22:16.879 Samuel Roberts: Is this just showing the different ones?

252 00:22:20.650 00:22:22.810 Samuel Roberts: Yeah, the triggering field, yeah, that’s there now.

253 00:22:25.080 00:22:25.710 Uttam Kumaran: Great.

254 00:22:27.630 00:22:31.819 Uttam Kumaran: And then… how about this one?

255 00:22:33.970 00:22:37.969 Uttam Kumaran: Is this one? Oh, this is… okay, so this is, like, the global filter.

256 00:22:39.730 00:22:41.020 Uttam Kumaran: So…

257 00:22:41.810 00:22:47.550 Uttam Kumaran: What I’m gonna do is I’m gonna remove this parent issue and move it to ready, and then we can talk about it.

258 00:22:48.680 00:22:56.439 Uttam Kumaran: Okay, cool, so let me just make sure I didn’t… Look at default stuff, so…

259 00:23:00.700 00:23:02.990 Uttam Kumaran: Okay, this is all fine…

260 00:23:13.920 00:23:14.700 Uttam Kumaran: Great.

261 00:23:17.970 00:23:22.159 Uttam Kumaran: Okay, give me one second, just to send something to Robert.

262 00:23:23.150 00:23:24.610 Uttam Kumaran: For insomnia.

263 00:24:25.030 00:24:25.560 Uttam Kumaran: Okay.

264 00:24:25.730 00:24:27.610 Uttam Kumaran: Great.

265 00:24:28.170 00:24:32.020 Uttam Kumaran: So… If we look at,

266 00:24:32.570 00:24:37.179 Uttam Kumaran: stuff that we marked for next cycle, let me just see, and I can add some priority.

267 00:24:37.760 00:24:43.309 Uttam Kumaran: So this one… I don’t know, not so super important.

268 00:24:43.630 00:24:50.419 Uttam Kumaran: And also, like, not super… Important… Right now… Yeah, we have…

269 00:24:50.620 00:24:55.179 Samuel Roberts: I was wondering about that one, because there is the ability to, like, flip them active and inactive.

270 00:24:55.340 00:24:58.670 Samuel Roberts: It’s kind of already in there, so I don’t know if we just want to…

271 00:24:59.090 00:25:00.069 Uttam Kumaran: Yeah, it’s just like…

272 00:25:00.070 00:25:00.440 Samuel Roberts: Yeah.

273 00:25:00.440 00:25:02.619 Uttam Kumaran: They’re not doing it so often that…

274 00:25:02.840 00:25:03.980 Samuel Roberts: Yeah, exactly.

275 00:25:03.980 00:25:04.370 Uttam Kumaran: you know.

276 00:25:04.370 00:25:04.920 Samuel Roberts: Okay, good morning.

277 00:25:04.920 00:25:08.139 Uttam Kumaran: Okay, so…

278 00:25:16.930 00:25:17.580 Samuel Roberts: Yeah, what is…

279 00:25:17.580 00:25:25.330 Uttam Kumaran: So some of these I’m gonna move to… Ready… And then…

280 00:25:30.710 00:25:34.440 Uttam Kumaran: This is a chat with multiple meetings in the client hub, okay.

281 00:25:46.350 00:25:47.070 Samuel Roberts: Hmm.

282 00:25:53.440 00:25:56.540 Samuel Roberts: Yeah, I don’t know where your head’s at in terms of priority and stuff, but…

283 00:25:56.540 00:25:57.210 Uttam Kumaran: Yeah.

284 00:25:57.210 00:25:57.880 Samuel Roberts: status.

285 00:25:58.210 00:26:02.320 Samuel Roberts: Is related to eventually doing the role-based access stuff, potentially?

286 00:26:02.320 00:26:03.030 Uttam Kumaran: Okay.

287 00:26:03.630 00:26:04.890 Samuel Roberts: So that might be something that’s worth…

288 00:26:04.890 00:26:06.139 Uttam Kumaran: This is, like, a one point?

289 00:26:06.450 00:26:07.370 Uttam Kumaran: Or, like, how…

290 00:26:08.190 00:26:25.659 Samuel Roberts: This was just to figure out, like, what we can get out of Google. It wasn’t, like, actually implement anything. It was just kind of understanding, like, is it worth it for, you know, Rico to go in and start assigning people all kinds of things in Google that we can pull out, or is that something we’re gonna have to manage on our own? So yeah, it’s really just to explore. I don’t think it’s a big…

291 00:26:25.900 00:26:30.249 Samuel Roberts: You know, just see what… Okay, I think take a look at… I think take a look at it, that’s fine.

292 00:26:30.470 00:26:31.550 Samuel Roberts: Okay, yeah.

293 00:26:32.570 00:26:39.510 Uttam Kumaran: And then… hold on, one thing I’m gonna do is I’m just gonna… Well…

294 00:26:40.300 00:26:42.040 Uttam Kumaran: Let me just create a new one.

295 00:26:50.540 00:26:51.650 Samuel Roberts: Oh, that’s smart, yeah.

296 00:27:03.500 00:27:11.540 Uttam Kumaran: Well, I… I guess, did you have a chance to make any of the Mastra… migrations…

297 00:27:12.060 00:27:16.320 Samuel Roberts: No, I gotta… that… I mean, putting those together is definitely something I can do today, too.

298 00:27:17.120 00:27:20.499 Uttam Kumaran: Yeah, maybe that’s one thing I would like to see is, like,

299 00:27:20.660 00:27:22.289 Uttam Kumaran: Maybe I’ll just say, like, Mastra…

300 00:27:22.290 00:27:22.810 Samuel Roberts: summer.

301 00:27:22.810 00:27:23.719 Uttam Kumaran: migration plan?

302 00:27:24.370 00:27:26.680 Samuel Roberts: Yeah, I thought we had something there, but I don’t know.

303 00:27:26.850 00:27:28.100 Samuel Roberts: That’s fine, yeah.

304 00:27:28.600 00:27:36.140 Uttam Kumaran: Yeah, and ideally, like, like, one is, like, kind of all of…

305 00:27:36.630 00:27:45.919 Uttam Kumaran: the features… well, I would say master migration plan… okay, yeah, so let’s start with that. So all the features that are in N8N that…

306 00:27:47.400 00:27:50.129 Uttam Kumaran: You propose move…

307 00:27:50.680 00:27:51.340 Samuel Roberts: Yeah.

308 00:27:51.340 00:27:52.310 Uttam Kumaran: the Mastra.

309 00:27:52.420 00:28:00.949 Uttam Kumaran: Right? And then 2 is, like… Area for… Design… priority.

310 00:28:01.400 00:28:02.610 Samuel Roberts: Yep.

311 00:28:02.610 00:28:09.850 Uttam Kumaran: And then, ideally, features are broken down by… Department.

312 00:28:09.970 00:28:11.040 Uttam Kumaran: they affect.

313 00:28:14.140 00:28:18.750 Uttam Kumaran: And for Sam to assign… Effort.

314 00:28:19.510 00:28:20.180 Samuel Roberts: Yeah.

315 00:28:21.930 00:28:25.539 Uttam Kumaran: Okay, I… I… this would be… this would be amazing.

316 00:28:26.290 00:28:29.279 Samuel Roberts: Yeah, that’s definitely something I’m gonna get into, so I’m glad…

317 00:28:31.040 00:28:36.660 king: I was wondering about the whole, integrating oak.

318 00:28:37.510 00:28:38.300 king: an LPT.

319 00:28:38.300 00:28:41.969 Uttam Kumaran: Oh, yes. Oh, yes. Yeah, yeah, yeah, so let’s,

320 00:28:42.110 00:28:47.910 Uttam Kumaran: I’ll put in a… let me… let me put in something, and then I… we can get… come back to that. That’s a great reminder, thank you.

321 00:28:56.450 00:29:02.110 Uttam Kumaran: Yeah, and I did some digging, and I have some, some things for that… to explore that, so…

322 00:29:02.590 00:29:06.950 Uttam Kumaran: Okay, so… These ones are okay…

323 00:29:21.370 00:29:27.210 Uttam Kumaran: These are not as important. Some of these I can do now. Tool cost, workflow taken, blah blah…

324 00:29:27.980 00:29:32.430 Uttam Kumaran: Blah blah blah… Blah blah blah…

325 00:29:37.060 00:29:39.110 Uttam Kumaran: Okay, this is canceled.

326 00:29:39.320 00:29:40.440 Uttam Kumaran: Bear with this.

327 00:29:51.740 00:29:54.499 Uttam Kumaran: This one’s also canceled that…

328 00:29:59.880 00:30:00.670 Uttam Kumaran: Is that what?

329 00:30:39.700 00:30:40.450 Uttam Kumaran: Okay.

330 00:30:41.760 00:30:43.010 Uttam Kumaran: So…

331 00:30:46.640 00:30:48.920 Uttam Kumaran: Let me just make sure the next cycle…

332 00:30:49.140 00:30:52.979 Uttam Kumaran: Has it, and then we can talk. So, middleware accepts an API…

333 00:30:53.220 00:30:57.070 Uttam Kumaran: Enable chat with meetings, update suit-based meetings to require security.

334 00:30:57.460 00:30:59.259 Uttam Kumaran: Are these the same ones?

335 00:30:59.570 00:31:00.170 Uttam Kumaran: 526.

336 00:31:00.170 00:31:01.460 Samuel Roberts: What is,

337 00:31:03.460 00:31:10.279 Samuel Roberts: Update the supervisor’s meeting, welcome. No, what is 550? Can you click on that? Is there any more context in there?

338 00:31:11.160 00:31:12.680 Uttam Kumaran: Mmm, yeah.

339 00:31:14.050 00:31:16.419 Samuel Roberts: middle accent, I think I have.

340 00:31:17.260 00:31:18.050 Uttam Kumaran: Yeah, this was a…

341 00:31:18.050 00:31:18.380 Samuel Roberts: Someone was…

342 00:31:18.380 00:31:19.699 Uttam Kumaran: from… this is a Kodak.

343 00:31:19.700 00:31:20.060 Samuel Roberts: Okay.

344 00:31:20.060 00:31:21.259 Uttam Kumaran: that suggestion.

345 00:31:22.000 00:31:39.659 Samuel Roberts: Oh, okay, then it might be the same thing… yeah. I think the other one was just an idea that we give a key to Supabase so that only SuperBase can make this webhook request. The other one I know is definitely that. Superbase meeting webhook endpoint to require security is just putting a key in Superbase.

346 00:31:40.020 00:31:42.069 Uttam Kumaran: Okay, so I’m just gonna… I’ll keep one of them.

347 00:31:42.390 00:31:45.299 Samuel Roberts: Yeah, exactly. Sorry, I didn’t know what the other one by 15, so…

348 00:31:46.400 00:31:49.820 Uttam Kumaran: And then, how many… what’s the estimate on this, Mustafa?

349 00:31:49.820 00:31:50.890 mustafa: One poem.

350 00:31:51.610 00:31:52.860 Samuel Roberts: Yeah, I would think so.

351 00:32:01.370 00:32:04.050 Uttam Kumaran: Okay, so that’s… Janelle’s…

352 00:32:32.270 00:32:45.400 Uttam Kumaran: Okay. I feel good. Last week, I had negative time, so to ship any feature, or, like, except for what… I don’t even know what week I got anything done, but this week I do have some time, so what I’m gonna…

353 00:32:54.270 00:33:08.499 Uttam Kumaran: This week, I’m gonna try to get some more feature work done, but I think what’s helpful is if I can get some of these, like, universal search APIs and other stuff in Mastra, it’s just gonna help my development process a little bit. So, I think that’s probably…

354 00:33:08.740 00:33:12.100 Uttam Kumaran: The priority is, like, one, if,

355 00:33:13.260 00:33:21.990 Uttam Kumaran: One is a couple things. So one is, like, I think we should explore the Google Access. You can then kind of give me the lift on doing, like, role-based access control.

356 00:33:22.340 00:33:24.450 Uttam Kumaran: Like, that would be great.

357 00:33:24.600 00:33:30.110 Uttam Kumaran: This is something that I… I think we should… Like, try to do soon.

358 00:33:30.370 00:33:38.840 Uttam Kumaran: I agree. The other thing is, I think this one also, Mustafa, I’ll leave this in backlog, but ideally, I want to think through some type of, like.

359 00:33:39.140 00:33:47.849 Uttam Kumaran: global search, you may need to start to find out how we integrate Slack messages and HubSpot deals and stuff like that.

360 00:33:48.100 00:33:48.939 Uttam Kumaran: And we do.

361 00:33:48.940 00:33:50.019 mustafa: Like, we did it not.

362 00:33:51.150 00:33:54.820 Uttam Kumaran: Yeah, so… I’ll do a spike for this.

363 00:33:55.330 00:33:55.900 mustafa: Hmm.

364 00:33:57.270 00:34:03.639 Samuel Roberts: Yeah, I think that’ll definitely be aided once we start breaking things out of NAD and into Mastra tools and agents and workflows, because then you can make.

365 00:34:03.640 00:34:04.100 Uttam Kumaran: Yeah.

366 00:34:04.100 00:34:08.060 Samuel Roberts: like, a Slack search or something, like, using the embeddings that are already there.

367 00:34:09.060 00:34:10.040 Uttam Kumaran: Exactly.

368 00:34:10.280 00:34:14.530 Uttam Kumaran: So, for this week, I think the Maestro Migration Plan

369 00:34:14.889 00:34:21.030 Uttam Kumaran: this one, this one, so we do have… and then… I think this one is also interesting,

370 00:34:22.150 00:34:28.500 Uttam Kumaran: Basically, we want to go… we want to almost, like, backfill… HubSpot.

371 00:34:29.159 00:34:29.819 Samuel Roberts: Hmm.

372 00:34:30.320 00:34:32.869 Uttam Kumaran: emails and Zoom meetings.

373 00:34:33.060 00:34:37.810 Uttam Kumaran: For every single, like, ask, contact, or deal.

374 00:34:38.380 00:34:43.799 Uttam Kumaran: This one is a little bit tricky, like, I don’t know exactly how this is gonna happen.

375 00:34:43.909 00:34:53.519 Uttam Kumaran: But probably something, Casey, I think you may be best suited to do. The kind of the goal, like, kind of the problem here is that we recently…

376 00:34:53.730 00:35:00.559 Uttam Kumaran: established HubSpot, but… Past deals and contacts.

377 00:35:00.700 00:35:06.819 Uttam Kumaran: Are missing, related activity, like emails.

378 00:35:07.930 00:35:19.890 Uttam Kumaran: and Zoom meetings. Couple things that, like, would be great is, like, Zoom meetings, where the participant matches the…

379 00:35:20.570 00:35:23.060 Uttam Kumaran: Email for the contact.

380 00:35:23.450 00:35:27.460 Uttam Kumaran: like, gets linked to the platform Zoom meeting?

381 00:35:27.950 00:35:32.260 Uttam Kumaran: I don’t know, like, that could be something… Like,

382 00:35:33.210 00:35:37.230 Uttam Kumaran: Right, second, like, this could be as an activity.

383 00:35:37.450 00:35:44.700 Uttam Kumaran: or link. Second thing is… all past… emails from…

384 00:35:45.150 00:35:50.150 Uttam Kumaran: or Robert, get linked as activities.

385 00:35:50.810 00:35:54.090 Uttam Kumaran: To all past contacts.

386 00:35:54.790 00:36:02.559 Uttam Kumaran: And basically, once we have the contacts linked, it’s easier to create a deal, and then those activities will get linked.

387 00:36:02.720 00:36:05.869 Uttam Kumaran: This is something that, like, Ryan is the stakeholder for this.

388 00:36:06.780 00:36:07.650 Samuel Roberts: Okay.

389 00:36:11.390 00:36:11.900 Uttam Kumaran: Nope.

390 00:36:11.900 00:36:13.130 Casie Aviles: So…

391 00:36:13.300 00:36:14.410 Uttam Kumaran: Go ahead, Casey.

392 00:36:14.630 00:36:22.720 Casie Aviles: Well, I think I’ll need, like, access into your Gmail, is that… is that correct? To get… Okay, yes. You want to… Okay.

393 00:36:24.510 00:36:25.550 Casie Aviles: Yeah.

394 00:36:28.760 00:36:35.010 Samuel Roberts: One thing to think about with this, I think right now, participants are stored as a… just an array, string.

395 00:36:35.300 00:36:40.719 Samuel Roberts: on the meetings, we may want to move that into some…

396 00:36:41.480 00:36:47.310 Samuel Roberts: Other, like, another table of participants that we can more easily cross-reference into, like.

397 00:36:47.890 00:36:51.380 Samuel Roberts: by emails and by HubSpot and stuff.

398 00:36:52.060 00:36:53.829 Casie Aviles: Like, like a separate table?

399 00:36:54.260 00:36:55.229 Casie Aviles: For participants.

400 00:36:55.230 00:37:08.269 Samuel Roberts: Potentially. Yeah, because we may want to say, like, okay, that’s… this is gonna… because if we have their name, for example, we can tie it to their email, we can tie it to their HubSpot ID, and then that might make it just a little more robust, but that’s something…

401 00:37:08.510 00:37:26.860 Samuel Roberts: It may or may not need to happen for this, but it definitely is something that I think would make it a little more robust, because there’s also, like, aliases and things, like, I’m Sam Roberts and Samuel Roberts right now in a few different meetings, so that would be one way to try to alleviate some of that. But that’s maybe… maybe not needed for this, but if it is, it’s probably worth tackling.

402 00:37:28.360 00:37:29.050 Casie Aviles: Okay.

403 00:37:31.080 00:37:34.300 Uttam Kumaran: Yeah, so I think participants could be good, I mean…

404 00:37:35.080 00:37:38.230 Uttam Kumaran: Yeah, and participants ideally should have, like, HubSpot.

405 00:37:38.760 00:37:39.790 Casie Aviles: Exactly, yeah.

406 00:37:39.790 00:37:46.010 Uttam Kumaran: HubSpot, like, contact ID, email, name, company.

407 00:37:46.540 00:37:46.970 Samuel Roberts: Yeah.

408 00:37:46.970 00:37:48.510 Uttam Kumaran: Yeah.

409 00:37:51.070 00:37:57.789 Uttam Kumaran: So I’ll let you… take a poke at this, and then maybe, Casey, you can even adjust the estimate?

410 00:37:58.260 00:38:00.120 Uttam Kumaran: Or tell me, like, what you think.

411 00:38:00.640 00:38:07.760 Uttam Kumaran: And that one, again, is for, this one is for,

412 00:38:08.530 00:38:14.360 Uttam Kumaran: Ryan, but even, I think, higher priority…

413 00:38:14.940 00:38:18.020 Uttam Kumaran: But there’s two things for Ryan that I’ll just… I’m gonna toss in.

414 00:38:18.280 00:38:23.249 Uttam Kumaran: Actually, this is not,

415 00:38:24.480 00:38:27.180 Uttam Kumaran: This is not the one I was looking for.

416 00:38:27.290 00:38:28.350 Uttam Kumaran: for…

417 00:38:32.150 00:38:32.880 Uttam Kumaran: Hold on.

418 00:38:37.200 00:38:38.220 Uttam Kumaran: R…

419 00:38:42.850 00:38:46.070 Uttam Kumaran: Oh, this is the one I was looking for, okay.

420 00:38:46.260 00:38:47.830 Uttam Kumaran: So,

421 00:38:49.690 00:38:58.359 Uttam Kumaran: This is another one where, like, we may need to use browser use, but Ryan also wanted to see whether we could scrape

422 00:38:59.390 00:38:59.990 Samuel Roberts: Hmm.

423 00:39:00.700 00:39:05.450 Uttam Kumaran: LinkedIn engagements from my account and from Robert’s account.

424 00:39:06.250 00:39:12.260 Uttam Kumaran: Because one of the key workflows for… For that team is, like…

425 00:39:12.510 00:39:15.440 Uttam Kumaran: watching our LinkedIns and, like, starting to measure.

426 00:39:15.860 00:39:19.970 Uttam Kumaran: Here is really, like, the core problem.

427 00:39:21.130 00:39:29.179 Uttam Kumaran: So… This is another one where I think I think…

428 00:39:29.570 00:39:34.210 Uttam Kumaran: Casey, you and Sam can, like, maybe poke at and let me know, like, what’s possible. There’s a lot in here.

429 00:39:34.550 00:39:35.200 Casie Aviles: Yeah. Yeah.

430 00:39:35.200 00:39:41.899 Uttam Kumaran: But, again, Ryan is the stakeholder here, so… and this is a… this is a good ticket, so…

431 00:39:42.090 00:39:47.280 Uttam Kumaran: I would be interested to hear your thoughts before we kind of move it into… Into this cycle.

432 00:39:51.460 00:39:52.200 Casie Aviles: Okay.

433 00:39:54.120 00:39:57.549 Uttam Kumaran: And then the last one I want to talk about…

434 00:39:57.910 00:40:02.950 Uttam Kumaran: Which is… this is directly, I would say, supporting Demolade is…

435 00:40:03.120 00:40:11.720 Uttam Kumaran: Support for a lightweight, a lightweight, like, text-to-SQL.

436 00:40:12.490 00:40:17.770 Uttam Kumaran: And let me, let me, like, let me put some requirements here, and I have,

437 00:40:18.460 00:40:35.980 Uttam Kumaran: I have some notes… So, like, the goal is… Allow client engineers, to, query… Client…

438 00:40:36.560 00:40:41.060 Uttam Kumaran: databases using text-to-SQL frameworks.

439 00:40:42.730 00:40:52.279 Uttam Kumaran: and support… For using AI for simple data analysis and modeling tasks.

440 00:40:52.490 00:41:02.500 Uttam Kumaran: Right, so a couple of, like, Acceptance here… I think…

441 00:41:03.360 00:41:07.890 Uttam Kumaran: for this V1, we want to be able to support like.

442 00:41:08.240 00:41:10.820 Uttam Kumaran: Demolade wants to test this on Eden.

443 00:41:10.970 00:41:15.759 Uttam Kumaran: So the current… the first website… the first acceptance is BigQuery support.

444 00:41:16.850 00:41:25.260 Uttam Kumaran: Demolati, do you have, like, types of Questions… Think that we should, like.

445 00:41:25.790 00:41:34.329 Uttam Kumaran: it should be able to… to do, and then also, do you have any… do you have any suggestions on, like, what the output should look like? Like, if not, I can…

446 00:41:35.090 00:41:35.760 king: That’s right.

447 00:41:35.760 00:41:37.360 Uttam Kumaran: I’ve… yeah, go ahead.

448 00:41:37.580 00:41:42.899 king: I have some suggestions. I think we should be able to calculate things like revenue.

449 00:41:43.800 00:41:47.170 king: New order count, or, like, order count.

450 00:41:47.630 00:41:53.919 king: Over a certain time frame, so, like, over the last month, or last 30 days, or last 6 months.

451 00:41:55.450 00:41:59.470 king: Many new orders of this particular product have been gotten.

452 00:42:00.350 00:42:00.750 Uttam Kumaran: Okay.

453 00:42:00.750 00:42:07.940 king: So, we need timeframes, we need product categorization, so, like, it knows how to, like, filter by the different products we’re looking at.

454 00:42:08.880 00:42:17.450 king: Entrame products, revenue, order count. I think those are the level… frequent questions. Also, orders shipped

455 00:42:17.650 00:42:23.149 king: How many orders have we shipped of that product? These are the, like, frequent questions that people keep asking.

456 00:42:24.150 00:42:24.800 Uttam Kumaran: Okay.

457 00:42:25.210 00:42:26.020 Uttam Kumaran: So…

458 00:42:26.490 00:42:36.699 Uttam Kumaran: let me put some notes here on the architecture, and I think this is something that maybe the three of us can continue to flesh out today, or the… whoever’s working on this, but…

459 00:42:37.880 00:42:41.069 Uttam Kumaran: Kind of the way I was thinking about this is…

460 00:42:42.020 00:42:54.560 Uttam Kumaran: I did some chatting with our friends at, Wild, and basically what they, I was picking them, because they do some text SQL work, and I was like.

461 00:42:56.100 00:42:59.920 Uttam Kumaran: The first thing here is, like.

462 00:43:00.210 00:43:09.809 Uttam Kumaran: we have clients with multiple warehouse types. Like, some people are BigQuery, some people are Redshift, so ideally, we need to pick a Texas SQL framework that

463 00:43:10.420 00:43:12.670 Uttam Kumaran: Works, like, anywhere.

464 00:43:13.110 00:43:21.040 Uttam Kumaran: Which means it’s just the best at, like, doing text-to-SQL, which the suggestion I got… for Texas SQL…

465 00:43:27.750 00:43:34.030 Uttam Kumaran: was… I don’t know if it gave me…

466 00:43:36.280 00:43:39.929 Uttam Kumaran: I feel like they just said, like, use the default LLM.

467 00:43:40.580 00:43:43.670 Uttam Kumaran: for… SQL generation.

468 00:43:45.420 00:43:50.809 Uttam Kumaran: The other thing that I saw was this article, which was, like, building analytics agents with Mother Duck.

469 00:43:51.310 00:43:54.080 Uttam Kumaran: Which I will link here.

470 00:43:54.080 00:43:55.010 Samuel Roberts: Okay, cool.

471 00:43:55.300 00:44:00.600 Uttam Kumaran: There… I’ll let you… again, we’re gonna have to do some spike on, like, if the,

472 00:44:01.890 00:44:08.169 Uttam Kumaran: The kind of couple questions are, what is our text-to-SQL framework?

473 00:44:08.470 00:44:12.699 Uttam Kumaran: Should we just use the base LLMs?

474 00:44:13.290 00:44:27.549 Uttam Kumaran: The second question is, like, the hardest part of this that everybody’s described to me is giving… is giving context. Like, the thing can generate SQL, but the SQL is not going to be right without the context. So my other hypothesis

475 00:44:27.950 00:44:28.800 Uttam Kumaran: Right?

476 00:44:28.910 00:44:32.620 Uttam Kumaran: Is that we need an agent’s…

477 00:44:32.810 00:44:43.100 Uttam Kumaran: md, or, like, context.md, which gives the LLM context on each core table.

478 00:44:43.660 00:44:45.460 Casie Aviles: The business?

479 00:44:45.460 00:44:46.929 Uttam Kumaran: and schemas…

480 00:44:47.160 00:44:56.830 Uttam Kumaran: And how to query, right? So, my… my ask here is that for an acceptance, it’s like a perspective.

481 00:44:58.270 00:45:06.610 Uttam Kumaran: On how to structure the context, for use by the LLM.

482 00:45:07.280 00:45:13.070 Uttam Kumaran: To give you a sense why, is that this is what I will then ask the data team to produce.

483 00:45:13.560 00:45:15.469 Uttam Kumaran: in order to use the LLM?

484 00:45:15.760 00:45:21.560 Uttam Kumaran: And this is something, actually, that you can run a query over all of our past meetings and probably build this.

485 00:45:21.730 00:45:30.640 Uttam Kumaran: So, this is something that this team needs to have a very strong opinion on, is, like, how does that context get built for the LLM, and, like, what needs to be in there?

486 00:45:31.170 00:45:38.050 Uttam Kumaran: So there’s Texas SQL. The other thing is, like, like… the interface?

487 00:45:39.890 00:45:42.429 Uttam Kumaran: Like, I think this should just be in cursor.

488 00:45:43.260 00:45:43.880 Samuel Roberts: Okay.

489 00:45:45.930 00:45:46.740 king: Who did?

490 00:45:46.740 00:45:48.849 Uttam Kumaran: should be a cursor to start. Sorry, go ahead.

491 00:45:49.270 00:45:51.079 king: Okay, to start, okay.

492 00:45:51.260 00:45:56.760 king: I was thinking, like, long-term, the goal would be to have it in, like, Slack.

493 00:45:56.890 00:45:59.019 king: As an agent, so that…

494 00:45:59.510 00:46:05.800 king: all the ad hoc requests that we get, like, oh, can we see how many, blah blah blah, we’ve had of SEMA?

495 00:46:06.690 00:46:20.059 king: we can have it in, like, Slack, and then they just ask the agent, hey, can we see how many orders of SEMA we’ve had over the last 30 days? And then it churns out… so the idea is to turn out the SQL that it uses.

496 00:46:20.370 00:46:25.489 king: So that a human and supervised can just be sure that the SQL is right, and then also the answer.

497 00:46:27.150 00:46:36.900 Uttam Kumaran: Exactly, so I think… I think that I’m gonna… in order to just get something that’s working, I’m like, just get it working in cursor, and what does getting it working in cursor means?

498 00:46:37.100 00:46:41.120 Uttam Kumaran: This either has to be, like, an MCP?

499 00:46:41.810 00:46:43.509 Uttam Kumaran: Right? Like, so I think you guys have to.

500 00:46:43.510 00:46:44.130 Samuel Roberts: Right.

501 00:46:44.130 00:46:46.460 Uttam Kumaran: Is this an MCP?

502 00:46:46.870 00:46:50.270 Uttam Kumaran: is this something else?

503 00:46:51.180 00:46:51.710 Samuel Roberts: My initial thoughts?

504 00:46:51.710 00:46:53.769 Uttam Kumaran: Yeah, go ahead.

505 00:46:54.340 00:47:13.419 Samuel Roberts: I was gonna say, my initial thought as just, like, a slash command, because you can… you can write commands that will, like, preload some context into Cursor, and that would make, the first version quick to iterate on, and then I would imagine, like, an MCP server would make it so that we could then keep testing in Cursor, and then move it to Slack eventually.

506 00:47:14.470 00:47:25.260 Uttam Kumaran: Yeah, and Mother Duck has MCP, I think BigQuery does as well, yeah, like…

507 00:47:25.580 00:47:28.979 Uttam Kumaran: I’m gonna put this here… Boom.

508 00:47:29.710 00:47:30.780 Uttam Kumaran: So…

509 00:47:32.130 00:47:43.109 Uttam Kumaran: I think the… the rough thing is just… we need to have something that structures and is able to hit a query. I think the other, like, interface and, like, the… kind of the, like, UX is, like.

510 00:47:44.220 00:47:49.910 Uttam Kumaran: Like, check out… Be Omni, ask over data.

511 00:47:50.600 00:47:52.889 Samuel Roberts: Yeah, so this is exactly what it’s thinking me.

512 00:47:52.890 00:47:56.130 Uttam Kumaran: Yeah, like, basically, Sam, since you have contacts.

513 00:47:56.950 00:47:59.460 Uttam Kumaran: like, some of our clients aren’t on Omni.

514 00:47:59.730 00:48:05.870 Uttam Kumaran: And so, we need some way to support basic text-to-SQL for those situations.

515 00:48:06.390 00:48:17.670 Uttam Kumaran: if I can move them to Omni, I will, but, like, I can’t… like, we just don’t have that… that… it’s just not possible sometimes, so… Sure, sure. I think the journey here is, like, we need to be able to…

516 00:48:17.960 00:48:25.899 Uttam Kumaran: give our data team some support, but I think I’ll let you guys think about what the UX… for example, check out Omni over data.

517 00:48:26.130 00:48:32.609 Uttam Kumaran: Do we want the agent to… Bring back the data.

518 00:48:33.080 00:48:42.409 Uttam Kumaran: Analyze… summarize with thinking mode, like, I’ll let you guys decide, like, how it works. Simply bringing

519 00:48:43.760 00:48:47.929 Uttam Kumaran: like, bringing the CSV is not enough.

520 00:48:48.530 00:48:57.790 Uttam Kumaran: Yeah. Like, it should, at minimum, bring back a CSV, summarize, and propose, like, new things to ask. The Omni interface is probably, like, our North Star here.

521 00:48:58.250 00:49:01.519 Samuel Roberts: Definitely. That’s… it’s really nice to use.

522 00:49:02.390 00:49:03.030 Uttam Kumaran: Cool.

523 00:49:03.030 00:49:05.380 Samuel Roberts: And it does take this, so, yeah.

524 00:49:05.700 00:49:06.970 Uttam Kumaran: I, I guess, like…

525 00:49:07.620 00:49:12.979 Uttam Kumaran: Do you… what do you guys feel? I think this one, like, it’ll be kind of you two, Casey and Sam.

526 00:49:13.150 00:49:16.389 Samuel Roberts: Like, what do you guys think? Do you guys want to do a spike for this?

527 00:49:16.390 00:49:19.409 Uttam Kumaran: And then we work on it, do you guys just want to take a crack at stuff?

528 00:49:20.480 00:49:27.379 Samuel Roberts: I think there’s some stuff to… well, we probably need to do a little bit of a spike, but I don’t necessarily want to, like, model it as… or, like.

529 00:49:28.080 00:49:30.569 Uttam Kumaran: I would say, like, I just do it quick. Yeah.

530 00:49:30.570 00:49:38.739 Samuel Roberts: Yeah. Proof of concept. That’s quick research. Yeah, quick research on some tools, and then try… try a few… try a few out, rather than, like, really go too deep into, like…

531 00:49:38.740 00:49:39.120 Uttam Kumaran: Okay.

532 00:49:39.120 00:49:45.630 Samuel Roberts: at what everything’s out there. I think the one thing I’m wondering about is… So…

533 00:49:45.830 00:49:49.169 Samuel Roberts: Eden is the, like, the first test of this, is that what you were saying?

534 00:49:49.410 00:49:50.010 Uttam Kumaran: Yeah.

535 00:49:50.600 00:49:53.910 Samuel Roberts: Okay, and they’re on BigQuery, is that what it was?

536 00:49:54.050 00:49:54.860 Uttam Kumaran: Yeah.

537 00:49:55.420 00:49:56.460 king: Yes, BigQuery.

538 00:49:57.100 00:50:03.379 Samuel Roberts: Okay, I’m just wondering, because, like, for the, you know, AgentsMD or ContactMD you can talk about, I’m wondering.

539 00:50:03.740 00:50:04.520 Samuel Roberts: I don’t have a.

540 00:50:04.520 00:50:05.280 Uttam Kumaran: We have a repo.

541 00:50:05.280 00:50:07.550 Samuel Roberts: what’s already there. Okay, that’s what I… that’s what I’m wondering.

542 00:50:07.550 00:50:08.509 Uttam Kumaran: There’s a data repo.

543 00:50:08.510 00:50:09.610 Samuel Roberts: something. Perfect.

544 00:50:09.610 00:50:10.070 Uttam Kumaran: That’s all.

545 00:50:12.390 00:50:15.910 Samuel Roberts: That’ll help. Okay. At least, you know, we can look at that.

546 00:50:16.470 00:50:21.090 Samuel Roberts: get a sense of, like, what’s there, and what the LLM will need, and start playing around, I guess, yeah.

547 00:50:22.140 00:50:27.719 Uttam Kumaran: Okay, perfect. So I’m gonna send this in Slack, and then let’s… maybe our group, we can keep

548 00:50:28.120 00:50:29.730 Uttam Kumaran: Putting suggestions there.

549 00:50:29.880 00:50:32.570 Uttam Kumaran: And then this is something that I would love to see, like.

550 00:50:32.950 00:50:38.059 Uttam Kumaran: Even if we can get a proof of concept going by, like, end of day tomorrow, that would be…

551 00:50:38.600 00:50:52.110 Uttam Kumaran: Like, perfect. And again, I just… I wanna… this… there’s just so much here that I wanna just see what’s possible, and then we can start to critique, because I’ll have more questions I can go find out answers from us for once we hit some roadblocks, but…

552 00:50:52.550 00:50:53.490 Samuel Roberts: Sure, sure.

553 00:50:54.010 00:50:56.590 Uttam Kumaran: Okay, alright, I have to… I’m late to the next stand-up, so…

554 00:50:56.590 00:50:58.250 Samuel Roberts: Oh, yeah, yeah, jump. Okay, cool.

555 00:50:58.250 00:50:59.590 Uttam Kumaran: Okay, okay. Alright, thanks, guys.

556 00:50:59.590 00:51:02.349 Samuel Roberts: So, like, is this… is this the highest prior one, then?

557 00:51:02.350 00:51:05.079 Uttam Kumaran: This is the… this is the Ice Pryo one.

558 00:51:05.440 00:51:06.830 Samuel Roberts: Okay Cool.

559 00:51:07.060 00:51:10.559 Uttam Kumaran: Yeah, this is the highest prior one. This one, and then…

560 00:51:10.560 00:51:10.970 Samuel Roberts: once again.

561 00:51:10.970 00:51:15.579 Uttam Kumaran: Google and role-based asset control. So you can see, there’s not much feature development.

562 00:51:16.280 00:51:16.710 Samuel Roberts: Yeah.

563 00:51:16.710 00:51:23.699 Uttam Kumaran: as long as we get, like, if we start getting Mastra and stuff in there, then Cursor will start to have enough context on how to build new stuff.

564 00:51:23.840 00:51:25.809 Uttam Kumaran: That it’ll go smooth, so…

565 00:51:26.880 00:51:27.400 Samuel Roberts: Cool, okay.

566 00:51:27.670 00:51:28.839 Samuel Roberts: Sounds good. Thank you, guys.

567 00:51:29.150 00:51:29.680 Uttam Kumaran: Yeah.

568 00:51:29.680 00:51:30.190 Samuel Roberts: Thanks.

569 00:51:30.490 00:51:31.200 Samuel Roberts: Bye.