Meeting Title: Eden Weekly Kick-Off Date: 2025-10-06 Meeting participants: Fireflies.ai Notetaker Joshua, Awaish Kumar, Katie Sullivan, Amber Lin, Cutter Streeby, Stuart Posternak, Demilade Agboola, Henry Zhao


WEBVTT

1 00:04:29.910 00:04:30.880 Amber Lin: Hi!

2 00:04:31.360 00:04:32.360 Cutter Streeby: Bye.

3 00:04:34.480 00:04:37.399 Cutter Streeby: I like your background. You’re on camera today? It’s happening?

4 00:04:37.400 00:04:40.090 Amber Lin: I know, what a surprise.

5 00:04:40.480 00:04:44.549 Cutter Streeby: I woke up earlier today, so right now I am fully awake.

6 00:04:45.570 00:04:46.530 Cutter Streeby: Cool.

7 00:04:47.730 00:04:52.660 Amber Lin: Is your background a painting, or is it, like, a virtual background? It looks really cool.

8 00:04:54.690 00:04:56.200 Amber Lin: Wow.

9 00:04:56.200 00:04:58.770 Cutter Streeby: The actual background, I just haven’t hung them up yet.

10 00:04:59.030 00:05:00.020 Amber Lin: Huh.

11 00:05:00.640 00:05:01.540 Stuart Posternak: Hello.

12 00:05:02.100 00:05:03.070 Amber Lin: Bye!

13 00:05:03.070 00:05:04.000 Stuart Posternak: Hey, Amber.

14 00:05:05.570 00:05:07.370 Stuart Posternak: Thanks, the first time I’ve seen you.

15 00:05:07.990 00:05:08.520 Stuart Posternak: Good to eat.

16 00:05:08.520 00:05:09.270 Amber Lin: immediately.

17 00:05:09.670 00:05:10.860 Cutter Streeby: Welcome, that’s what I said!

18 00:05:10.860 00:05:13.730 Amber Lin: Yeah, you’ve been like a…

19 00:05:13.730 00:05:15.059 Stuart Posternak: I really like it.

20 00:05:15.060 00:05:15.690 Cutter Streeby: A voice.

21 00:05:15.690 00:05:16.749 Stuart Posternak: in robot or something.

22 00:05:16.750 00:05:22.239 Amber Lin: Yeah, I’m hidden behind my… hidden behind Cutter’s images.

23 00:05:22.240 00:05:25.260 Stuart Posternak: Yeah, on his wall. Hi, Katie!

24 00:05:25.650 00:05:33.379 Cutter Streeby: Let’s… let’s let Katie kind of go first, Amber, because then she’s… I know she’s always got stuff to do. Yeah.

25 00:05:33.380 00:05:34.189 Amber Lin: Go ahead.

26 00:05:34.460 00:05:37.040 Amber Lin: Let me pull up the ticket for that.

27 00:05:39.360 00:05:47.019 Cutter Streeby: And I think the last that we were waiting, Katie, was we were waiting on you guys to add those columns for approved-denied, somehow.

28 00:05:47.020 00:05:53.700 Katie Sullivan: Yes, so we added check marks, so if it’s approved… let me find it, one sec.

29 00:05:56.150 00:05:59.169 Katie Sullivan: But does that work from a data perspective?

30 00:06:00.310 00:06:02.560 Cutter Streeby: Beats me. About to find out.

31 00:06:02.880 00:06:10.380 Amber Lin: Well, I need Henry to answer that, because I’m not developing the table. Let me check with him. He said he’ll come to this meeting.

32 00:06:13.180 00:06:19.049 Katie Sullivan: So, so yes, we added two columns, one for approved and one for a pending confirmation. That means it’s not…

33 00:06:19.450 00:06:31.889 Katie Sullivan: still in the works. We still are going back through it, because we’re having to manually double-check what was approved and what wasn’t, so we can kind of pull together information for the month of September, first week of October, but going forward, we should have that.

34 00:06:32.010 00:06:35.240 Katie Sullivan: Updated in real time.

35 00:06:36.290 00:06:37.080 Amber Lin: Okay.

36 00:06:37.740 00:06:39.679 Amber Lin: I have…

37 00:06:40.610 00:06:54.249 Amber Lin: what I have here is, to add a separate table for refund, and the deliverable is a new table that has refund amount, drug type, and date range. Is that what you would like to see, or is there any other thing that…

38 00:06:54.250 00:07:13.369 Cutter Streeby: There’s one more thing that we talked about this morning with Katie, and I don’t know how we’re going to be able to… to figure this one out, but we would like to have… maybe it has to be on your side, Katie, like… because right now, when we look at the table, like, if you want to open that table, what we’re trying to do is get, insight

39 00:07:13.740 00:07:17.539 Cutter Streeby: into… Why people are canceling.

40 00:07:17.800 00:07:21.429 Cutter Streeby: So right now, it’s an open field, an open text field in there.

41 00:07:21.500 00:07:23.470 Amber Lin: Can we use, like…

42 00:07:24.340 00:07:31.550 Cutter Streeby: some type of AI to classify those into relevant buckets, or do we have to physically go

43 00:07:32.110 00:07:35.760 Cutter Streeby: only give them 4 options, you know what I mean?

44 00:07:36.110 00:07:37.490 Stuart Posternak: They could be classified.

45 00:07:38.270 00:07:41.160 Cutter Streeby: I hope that an AI can classify it, because then we would…

46 00:07:41.160 00:07:41.780 Stuart Posternak: Of course.

47 00:07:41.780 00:07:43.969 Cutter Streeby: Then it would be weird, you know?

48 00:07:44.260 00:07:46.989 Stuart Posternak: That’s what AI is, largely, pattern recognition.

49 00:07:51.070 00:07:55.340 Amber Lin: Alright, so we’ll add one for insight into canceling.

50 00:07:55.340 00:08:03.749 Cutter Streeby: And that could just be at the bottom of the table, however they classify it, but what the real question we need today is, can we classify that

51 00:08:04.330 00:08:10.550 Cutter Streeby: sheet with AI, and then have an output underneath the table, with…

52 00:08:11.510 00:08:14.279 Cutter Streeby: You know, top reasons of cancellations.

53 00:08:14.530 00:08:20.670 Cutter Streeby: 10.1 to 10.6R, and then it can show down there, date range. Gotcha.

54 00:08:20.670 00:08:24.339 Amber Lin: Okay, what kind of data do you have available right now?

55 00:08:24.340 00:08:25.889 Cutter Streeby: Click that spreadsheet.

56 00:08:26.200 00:08:29.450 Amber Lin: Okay, I will click that. Let’s see…

57 00:08:34.960 00:08:35.320 Cutter Streeby: Oh.

58 00:08:35.320 00:08:37.890 Amber Lin: Oh, I see, so you have comments.

59 00:08:38.520 00:08:42.590 Cutter Streeby: And it’s an open field where care team can respond.

60 00:08:43.299 00:08:44.619 Amber Lin: Mmm…

61 00:08:44.620 00:08:46.649 Katie Sullivan: So we can limit that.

62 00:08:46.780 00:08:48.940 Cutter Streeby: But… But… Yeah.

63 00:08:48.970 00:08:49.760 Katie Sullivan: Yeah.

64 00:08:49.760 00:08:51.709 Cutter Streeby: Ideally, we don’t limit it.

65 00:08:52.460 00:08:55.580 Amber Lin: But if we sold, say, top 5 or top 6.

66 00:08:56.090 00:09:03.019 Katie Sullivan: you know, reason for a refund from this, we… I mean, I don’t know. I don’t know how granular we want to get on that.

67 00:09:03.420 00:09:13.100 Amber Lin: So this column is filled in by the care team. Do they have standards of how they fill things in, or they just type in whatever they see here?

68 00:09:13.100 00:09:14.330 Cutter Streeby: and text fields, so.

69 00:09:14.330 00:09:15.060 Katie Sullivan: I think for this.

70 00:09:15.060 00:09:15.950 Amber Lin: they want.

71 00:09:16.110 00:09:17.659 Katie Sullivan: But we could change that.

72 00:09:18.400 00:09:19.100 Amber Lin: But I…

73 00:09:19.100 00:09:23.260 Cutter Streeby: Really, we can classify this column with AI,

74 00:09:24.000 00:09:29.060 Cutter Streeby: And then have an output, because maybe it changes over time, and then we don’t have… like, that…

75 00:09:29.460 00:09:31.929 Cutter Streeby: Automated selector is…

76 00:09:31.930 00:09:32.760 Awaish Kumar: Mike?

77 00:09:33.080 00:09:39.879 Awaish Kumar: My question here is, if we want to modify this text into something, do you have those categories?

78 00:09:40.110 00:09:45.070 Cutter Streeby: No, I would like AI to tell me the categories by reading them, you know what I mean? Like…

79 00:09:45.960 00:09:48.729 Awaish Kumar: Like, do you have any standard, like, we want to classify to these 8 categories.

80 00:09:48.730 00:09:49.280 Stuart Posternak: It will.

81 00:09:49.790 00:09:50.650 Awaish Kumar: Generally…

82 00:09:50.650 00:09:51.700 Stuart Posternak: AI will do it.

83 00:09:51.700 00:09:56.309 Awaish Kumar: Interesting kind of thing to… Group them together into some categories.

84 00:09:57.580 00:09:58.720 Cutter Streeby: We have…

85 00:09:59.530 00:10:04.779 Cutter Streeby: know. I mean, that’s what I’m trying to figure out, because I have all this data, I don’t wanna…

86 00:10:04.990 00:10:09.909 Cutter Streeby: have to go read 1,500 entries to figure it out.

87 00:10:09.910 00:10:14.459 Katie Sullivan: Click on the second tab there, because I did kind of try to do that on my own.

88 00:10:16.320 00:10:17.000 Amber Lin: Hmm.

89 00:10:19.470 00:10:19.940 Awaish Kumar: But…

90 00:10:19.940 00:10:25.170 Cutter Streeby: See what I mean? Like, we don’t know, is it too expensive? Are… did they… were they stuck waiting?

91 00:10:25.420 00:10:28.830 Cutter Streeby: Was there… we have order shipping delay, but, like.

92 00:10:29.510 00:10:33.699 Cutter Streeby: Efficacy, and if you look at the reasons that the care team is typing in.

93 00:10:34.020 00:10:37.769 Cutter Streeby: they are… they are the ones that we want, you know what I mean?

94 00:10:39.360 00:10:44.099 Cutter Streeby: Can you throw that in here, in… to this chat really quick, that doc?

95 00:10:45.780 00:10:49.829 Cutter Streeby: And I’ll just ask ChatGPT to classify and see what output it gives me.

96 00:10:49.830 00:10:51.420 Amber Lin: Yeah, I can send this link.

97 00:10:56.510 00:10:57.330 Awaish Kumar: Okay.

98 00:10:59.140 00:11:16.559 Amber Lin: Well, I think we can start out doing the same thing. We can have… we can test internally to see what character… categories it comes up with, because I think it’s better if we have set categories, so that you can have set actions based on each category, because if it comes up with another hundred

99 00:11:16.560 00:11:19.870 Amber Lin: scenarios, then it’s hard for you to action.

100 00:11:19.870 00:11:23.730 Stuart Posternak: Restrict. You can have the AI restrict to a certain number of categories.

101 00:11:23.730 00:11:27.490 Amber Lin: Yeah, how many would you… oh, sorry, wrong page. How many would you…

102 00:11:27.490 00:11:28.650 Stuart Posternak: Probably, what, 8?

103 00:11:28.850 00:11:29.560 Cutter Streeby: Yes.

104 00:11:29.560 00:11:30.210 Amber Lin: Okay.

105 00:11:30.210 00:11:33.050 Cutter Streeby: 8, like, whatever it is. But…

106 00:11:33.470 00:11:41.000 Cutter Streeby: As long as it can stay liquid and change, because, you know, if we look back to… August…

107 00:11:41.230 00:11:46.380 Cutter Streeby: 90% of those cancellation things are gonna be, I never got my drugs.

108 00:11:46.520 00:11:47.690 Cutter Streeby: You guys have chipped them?

109 00:11:47.690 00:11:48.400 Stuart Posternak: Hmm…

110 00:11:48.400 00:11:53.259 Cutter Streeby: But now, if we’re looking at it, maybe it’s like, this drug isn’t working, and now we’ve got

111 00:11:53.460 00:11:59.610 Cutter Streeby: you know, 15% more of those over last month when we switched to pharmacy, and now I can see that.

112 00:12:02.230 00:12:05.459 Amber Lin: I see, I see. So it’s both of…

113 00:12:05.800 00:12:14.510 Amber Lin: Having categories and having the main reason so you know what’s the number one priority that is causing these cancellations.

114 00:12:14.510 00:12:15.270 Cutter Streeby: Yes, ma’am.

115 00:12:15.270 00:12:15.920 Amber Lin: Okay.

116 00:12:16.200 00:12:20.970 Amber Lin: Hmm.

117 00:12:22.370 00:12:26.470 Amber Lin: Yeah, we have, I mean, we have the data, I can…

118 00:12:26.750 00:12:30.270 Amber Lin: I’ll ask my team to do it, I’ll ask the AI team to take a look.

119 00:12:32.180 00:12:47.960 Amber Lin: And then, with these items, when would you want this by? At least for the first 3? Because I need to double-check on the bottom ones. But for… at least for the first 3 main items, when would you need this by?

120 00:12:48.290 00:12:58.570 Cutter Streeby: I think Henry told me last week he could have it done this week, but the one that he’s really focused on is the Catalyst event for affiliates.

121 00:12:58.570 00:13:02.330 Amber Lin: So, if he’s already got a fix for that one, then he can get this one done.

122 00:13:02.670 00:13:03.260 Amber Lin: Okay.

123 00:13:03.550 00:13:10.210 Amber Lin: Yeah, so I’ll ask him… I would shoot for… Wednesday or…

124 00:13:10.600 00:13:18.160 Amber Lin: Friday, like, closer towards that range, because we have a few other ones. Cool. Unless this is, like, top urgent priority, I’ll mark it.

125 00:13:18.160 00:13:23.209 Awaish Kumar: Do we need… Do we wanna, like, have it in Tableau, or just a model?

126 00:13:23.630 00:13:24.660 Cutter Streeby: Tableau.

127 00:13:24.980 00:13:27.819 Awaish Kumar: Okay, so he needs to have, like, 2 tickets here.

128 00:13:29.640 00:13:32.169 Amber Lin: So we need to do modeling.

129 00:13:32.390 00:13:33.830 Amber Lin: Okay, gotcha.

130 00:13:35.570 00:13:36.160 Amber Lin: Alright.

131 00:13:36.160 00:13:46.330 Stuart Posternak: Then, there was another, request, Cutter, you can approve this, just, we, we have something, it’s in some sort of dashboard somewhere.

132 00:13:46.710 00:13:57.750 Stuart Posternak: That just measures the difference between the completed… or the orders that were created and the completed orders, meaning not cancel and abandoned, so that we can see the… That’s right.

133 00:13:57.750 00:14:04.919 Cutter Streeby: That’s what we’re working on, so that’s what is… we have a ticket into BASC to see if we can get it done. If not…

134 00:14:05.210 00:14:08.729 Stuart Posternak: We already have a way to do it using Northbeam and Tableau.

135 00:14:10.270 00:14:15.919 Stuart Posternak: if they can’t do it, because Northbeam, through the… or API.

136 00:14:15.920 00:14:18.289 Cutter Streeby: North Beam gets the same data, bro.

137 00:14:18.710 00:14:22.339 Stuart Posternak: I know, okay, so yeah, I mean, if Bass can do it, then that’s easier.

138 00:14:22.340 00:14:24.799 Cutter Streeby: No, but I mean, they can’t do it either.

139 00:14:26.010 00:14:27.010 Stuart Posternak: Oh, can’t.

140 00:14:27.010 00:14:28.200 Cutter Streeby: It’s still just showing.

141 00:14:28.200 00:14:28.610 Stuart Posternak: orders.

142 00:14:28.610 00:14:39.060 Cutter Streeby: completed order. It’s not removing cancels and abandons. That’s the issue, is we need to remove cancels and abandons from Catalyst before we pay them

143 00:14:39.440 00:14:39.930 Cutter Streeby: 600.

144 00:14:39.930 00:14:44.479 Stuart Posternak: Oh, for Catalyst, yes, but I’m talking about the Delta for company-wide, but if we just.

145 00:14:44.480 00:14:48.919 Cutter Streeby: And we’re gonna, like, what we’re gonna do is find how to do that.

146 00:14:49.470 00:14:49.830 Stuart Posternak: We’re gonna…

147 00:14:49.830 00:14:54.820 Cutter Streeby: Send it as an event to Google, so you can get your own Delta in there as a custom event.

148 00:14:55.250 00:15:00.520 Stuart Posternak: As a secondary event, right? Correct. Yeah. Okay, alright, alright.

149 00:15:02.340 00:15:10.740 Stuart Posternak: And then, make sure that when… I’ll create it in Google, so I… so it’s set the label and ID so it’s secondary, so nobody…

150 00:15:10.930 00:15:14.610 Stuart Posternak: Accidentally sets to primary, that would be really, really bad.

151 00:15:14.610 00:15:16.859 Cutter Streeby: We’ll tell you before it’s done, but…

152 00:15:17.090 00:15:17.589 Stuart Posternak: Yeah, I mean.

153 00:15:17.590 00:15:19.879 Cutter Streeby: It’s already an open ticket, Amber, so…

154 00:15:19.880 00:15:20.530 Stuart Posternak: Yeah.

155 00:15:20.530 00:15:26.510 Cutter Streeby: If there’s… If there’s, if we don’t have Henry, then we’re kind of… Host?

156 00:15:27.280 00:15:29.320 Henry Zhao: Yeah, let me know all the questions.

157 00:15:29.320 00:15:31.259 Amber Lin: you have? Oh, hi, Harry, great.

158 00:15:31.530 00:15:32.780 Cutter Streeby: Oh, what’s up, Penny?

159 00:15:33.570 00:15:36.880 Amber Lin: You were summoned by Cutter’s calls. Yes.

160 00:15:40.420 00:15:44.600 Amber Lin: Yeah, okay, I’ll create this, and then…

161 00:15:45.670 00:15:53.710 Amber Lin: Well, I think cut our ass away, and then after you’re done, I’ll go do the weekly planning, but I want to hear from you guys first.

162 00:15:53.710 00:15:58.569 Cutter Streeby: So the first one is refunds and abandons. Henry, if…

163 00:15:58.570 00:15:59.140 Henry Zhao: Yep.

164 00:15:59.140 00:16:06.480 Cutter Streeby: Get that one done. I just ran… like, preliminary analysis in Claude.

165 00:16:07.280 00:16:15.470 Cutter Streeby: And… Billing, duplicated charges, Like, this is kind of what it’s coming up with in there.

166 00:16:15.980 00:16:21.600 Cutter Streeby: It’s still order cancellation. Why are they canceling? You know what I mean?

167 00:16:21.930 00:16:22.920 Henry Zhao: Yeah, exactly.

168 00:16:23.350 00:16:26.369 Cutter Streeby: Cool. And then the other one is Catalysts.

169 00:16:26.510 00:16:29.049 Cutter Streeby: So, you saw Ryan this morning?

170 00:16:29.320 00:16:30.970 Cutter Streeby: he requested…

171 00:16:31.250 00:16:38.239 Cutter Streeby: Basque to fire an event on the thank you screen, which would literally solve all of our problems.

172 00:16:38.570 00:16:40.349 Henry Zhao: Perfect, yeah, that’s what we wanted.

173 00:16:40.570 00:16:55.250 Cutter Streeby: If they can do that, great. If they… I mean, they’re going to at some point, but we still have to pay Catalysts, and we’re up to $100K a week on those ones, so we need a way to reconcile. So, you had a preliminary fix established, right?

174 00:16:56.740 00:16:59.819 Henry Zhao: Yeah, but that’s only looking at, PTM.

175 00:17:00.420 00:17:03.649 Henry Zhao: And you can already see there’s a few that we shouldn’t be paying, because they’re canceled.

176 00:17:04.310 00:17:09.909 Cutter Streeby: Yeah, because can you… can you put… like, that’s like code red, because we’re… that’s us paying…

177 00:17:10.550 00:17:14.960 Cutter Streeby: exponential amounts of money for not a real customer, you know what I mean?

178 00:17:14.960 00:17:15.530 Henry Zhao: Yep.

179 00:17:16.190 00:17:21.599 Cutter Streeby: So, just throw your current reconciliation wig in the analytics channel and tag Matt.

180 00:17:22.490 00:17:25.880 Cutter Streeby: and then I’ll get with Josh and…

181 00:17:27.180 00:17:36.399 Cutter Streeby: and see if they can get Basque to add that event on the thank you screen, which is that that’s the event that goes to Catalyst, you know what I mean?

182 00:17:36.800 00:17:37.999 Henry Zhao: Yeah, okay, I’m good.

183 00:17:38.490 00:17:41.609 Cutter Streeby: Cool, that’s all I had. Katie, anything else for you?

184 00:17:43.930 00:17:46.409 Amber Lin: Alright, I’m gonna jump. Thanks, guys. Thanks.

185 00:17:46.410 00:17:51.589 Henry Zhao: One quick question, though. After the prescription is sent, it should still cancel, after that, right? Or no?

186 00:17:51.760 00:17:55.300 Cutter Streeby: Katie, if the prescription is sent, they cannot cancel, correct?

187 00:17:55.300 00:17:59.100 Katie Sullivan: They… it depends.

188 00:17:59.450 00:18:02.700 Katie Sullivan: What… If it’s super…

189 00:18:02.700 00:18:04.940 Cutter Streeby: The prevalence would be lower than…

190 00:18:04.940 00:18:08.879 Katie Sullivan: Yes, so as a rule, we can say no, but sometimes.

191 00:18:09.460 00:18:10.830 Henry Zhao: Okay, alright, fair.

192 00:18:11.090 00:18:11.810 Katie Sullivan: Cool.

193 00:18:15.110 00:18:15.870 Cutter Streeby: Alright.

194 00:18:18.370 00:18:19.250 Katie Sullivan: Thank you.

195 00:18:19.250 00:18:19.980 Amber Lin: Thanks.

196 00:18:25.570 00:18:26.600 Amber Lin: Alright.

197 00:18:28.020 00:18:38.100 Amber Lin: Thanks. Stu, do you have any questions on… or concerns, or items you want us to work on?

198 00:18:38.400 00:18:40.550 Stuart Posternak: I am just going to…

199 00:18:41.190 00:18:53.790 Stuart Posternak: create the secondary event in, in Google for completed orders final with canceled and bandaged removed, but it needs to be secondary, so I’m gonna create it, and then give you guys the conversion label and ID.

200 00:18:53.990 00:18:55.100 Amber Lin: Okay.

201 00:18:59.120 00:19:07.569 Stuart Posternak: Okay, that is all, just gotta make sure that, like, nobody accidentally, adds it.

202 00:19:10.850 00:19:20.889 Stuart Posternak: So I’ll be the one to add it in Google, and then you guys will handle it in Google Tag Manager. Just make sure that our current actual primary event is not affected in any way.

203 00:19:21.900 00:19:23.170 Stuart Posternak: That’s clear, right?

204 00:19:24.330 00:19:31.529 Stuart Posternak: like, our Google Purchase event is not gonna be changed to remove canceled and abandons. There’s gonna be a completely separate event

205 00:19:32.250 00:19:34.930 Stuart Posternak: In Google Tag Manager, so… right?

206 00:19:35.210 00:19:36.740 Henry Zhao: Yeah, we’re not changing anything else.

207 00:19:37.480 00:19:51.320 Stuart Posternak: Yeah, so it’s a new, separate event. Our current purchase event is not changing at all, because we need Google to get all of that data. It will screw with everything, but we want to see it as a secondary metric, separate event.

208 00:19:52.690 00:19:54.730 Henry Zhao: Yeah, I’ll double-check with Zoran, just to make sure.

209 00:19:55.520 00:19:59.150 Stuart Posternak: Okay. Alright, cool. Yes, please do.

210 00:19:59.560 00:20:03.589 Henry Zhao: Can you ticket that for me, Amber? Yeah, I’ll add that to you.

211 00:20:06.260 00:20:06.920 Amber Lin: Yeah.

212 00:20:07.440 00:20:09.530 Amber Lin: Sounds good. Thanks, Stuart.

213 00:20:10.130 00:20:13.849 Amber Lin: Absolutely, thank you. Thank you all. Talk to you soon. Bye.

214 00:20:14.210 00:20:14.760 Stuart Posternak: Right.

215 00:20:15.700 00:20:21.230 Amber Lin: Okay, Henry, question on… Is this one still valid?

216 00:20:22.570 00:20:25.209 Amber Lin: Is this still a ticket we want to do?

217 00:20:25.210 00:20:25.940 Henry Zhao: Yes.

218 00:20:26.250 00:20:26.950 Amber Lin: Okay.

219 00:20:27.080 00:20:30.520 Amber Lin: Has he… done it? I can go nudge him.

220 00:20:30.520 00:20:32.929 Henry Zhao: Yeah, I’ll check, or you can check.

221 00:20:34.370 00:20:36.800 Amber Lin: Alright.

222 00:20:39.690 00:20:44.090 Amber Lin: This is getting resolved. Allison responded.

223 00:20:44.400 00:20:53.840 Amber Lin: And then… I am going to move that out, just in case we can pull that back in. And then, migrate sale email sends.

224 00:20:54.530 00:20:56.690 Amber Lin: Okay, are we doing this this cycle?

225 00:20:59.080 00:21:03.049 Henry Zhao: Yeah, we can.

226 00:21:04.600 00:21:07.919 Henry Zhao: We don’t have to, we can make it next time. I don’t think… this is not urgent, so…

227 00:21:07.920 00:21:08.580 Amber Lin: Okay.

228 00:21:10.080 00:21:15.249 Amber Lin: And then… On Demulade’s side.

229 00:21:15.460 00:21:17.159 Amber Lin: That is still missing.

230 00:21:17.570 00:21:23.869 Amber Lin: I… This one… has it been merged? Who’s reviewing it?

231 00:21:25.570 00:21:32.919 Demilade Agboola: So I have the PRs in… I guess I wish I could review them, both two PRs in right now.

232 00:21:35.150 00:21:35.670 Amber Lin: Okay.

233 00:21:36.350 00:21:37.270 Amber Lin: Sounds good.

234 00:21:38.620 00:21:41.399 Amber Lin: And then once we do, we can unblock the other one.

235 00:21:43.180 00:21:46.200 Amber Lin: And then… this is from last week.

236 00:21:46.560 00:21:54.250 Amber Lin: And this one… I think we’ll need… requirements, is it?

237 00:21:54.660 00:21:57.210 Demilade Agboola: Oh, we do promise that we’re able for refunds, though.

238 00:21:58.780 00:21:59.350 Amber Lin: Huh?

239 00:21:59.350 00:22:00.590 Henry Zhao: We do what?

240 00:22:01.160 00:22:03.029 Demilade Agboola: We have a table for refunds, though.

241 00:22:04.160 00:22:05.319 Henry Zhao: The order summary?

242 00:22:06.420 00:22:08.929 Demilade Agboola: No, we have… give me one second.

243 00:22:10.190 00:22:12.999 Demilade Agboola: But we do have a table for refunds.

244 00:22:14.510 00:22:17.630 Awaish Kumar: Yeah, like, some fields are available in… Yeah.

245 00:22:18.110 00:22:21.530 Demilade Agboola: Yeah, but, like, we have, like, there’s an auto-refund table.

246 00:22:21.850 00:22:22.670 Awaish Kumar: Okay.

247 00:22:23.300 00:22:28.480 Demilade Agboola: Yeah, so we might need to just add some… some of these details, but we have… we already have a table for…

248 00:22:28.660 00:22:29.670 Demilade Agboola: their funds.

249 00:22:30.470 00:22:31.860 Henry Zhao: Okay.

250 00:22:33.040 00:22:33.720 Henry Zhao: Would that be fair?

251 00:22:33.720 00:22:40.420 Amber Lin: Can you send that to Henry so he can check it’s what he needs, and if yes, then we can cancel this ticket.

252 00:22:40.420 00:22:41.699 Henry Zhao: Yeah, that’ll be great.

253 00:22:42.880 00:22:43.430 Demilade Agboola: Excellent.

254 00:22:43.880 00:22:44.430 Amber Lin: Yep.

255 00:22:53.880 00:22:57.700 Henry Zhao: Man, this felt like it was gonna be a chill week. It’s Monday, it’s already so busy.

256 00:22:57.700 00:23:07.169 Amber Lin: You know, it’s like, this, this, this, and I’m looking at your points, it’s crazy. And then product, sales, summary, we can get to that if we have, if we have time.

257 00:23:07.460 00:23:08.739 Amber Lin: Okay.

258 00:23:09.260 00:23:11.239 Amber Lin: The main cleanup is here.

259 00:23:11.680 00:23:14.159 Amber Lin: Is this one? Is this one done?

260 00:23:14.160 00:23:17.880 Henry Zhao: It should be done, but let me just double check. I just want to see what Awish did.

261 00:23:18.280 00:23:19.270 Awaish Kumar: Booted.

262 00:23:19.400 00:23:20.100 Amber Lin: Okay.

263 00:23:22.830 00:23:25.400 Amber Lin: Oh, he said he approved it, so I guess we can…

264 00:23:25.400 00:23:28.330 Henry Zhao: Yeah, I saw. Okay. Just wanted to check what happens. Okay.

265 00:23:28.330 00:23:29.380 Amber Lin: Alright, I agree.

266 00:23:29.380 00:23:31.100 Henry Zhao: This is my first CBT.

267 00:23:31.100 00:23:32.610 Amber Lin: Oh, I see. Connect…

268 00:23:32.610 00:23:34.749 Henry Zhao: Close it, move it to… Yeah, you can.

269 00:23:35.390 00:23:36.230 Amber Lin: Okay.

270 00:23:36.230 00:23:37.799 Henry Zhao: I flagged it in Slack, so I’ll remember.

271 00:23:37.800 00:23:39.000 Amber Lin: Okay, gotcha.

272 00:23:41.690 00:23:43.770 Amber Lin: The map session replays can be next cycle.

273 00:23:43.770 00:23:44.230 Henry Zhao: It’s not original.

274 00:23:44.230 00:23:45.810 Amber Lin: Breathe back, sir.

275 00:23:45.810 00:23:47.650 Henry Zhao: No, I’m just going down from the top.

276 00:23:47.650 00:23:51.060 Awaish Kumar: 995, why… why do we want to add macros?

277 00:23:54.450 00:23:56.349 Amber Lin: This one, the 995.

278 00:23:57.460 00:24:03.039 Henry Zhao: No, this is from last week, I’m just making a Google macro for the missed SLA orders.

279 00:24:03.960 00:24:06.480 Awaish Kumar: That’s my question, like, we… like, I would…

280 00:24:07.260 00:24:10.169 Awaish Kumar: I would like we should avoid using any macros.

281 00:24:10.300 00:24:13.219 Awaish Kumar: Instead, have it in our Dexter pipeline.

282 00:24:13.470 00:24:15.690 Henry Zhao: No, not dbt. Not a dbt macro.

283 00:24:15.970 00:24:18.500 Awaish Kumar: No, no, it’s… I understand what you’re saying.

284 00:24:18.500 00:24:19.230 Henry Zhao: Okay.

285 00:24:19.230 00:24:22.480 Awaish Kumar: It will be something… some automation in Google Sheet macros.

286 00:24:22.480 00:24:23.100 Henry Zhao: Yeah.

287 00:24:23.100 00:24:36.220 Awaish Kumar: But we already had some pipelines in the Google Sheets, which we moved over to Dagster. That is Python-based automation. If you can list the requirement, I can build the pipeline.

288 00:24:36.510 00:24:36.900 Amber Lin: Hmm.

289 00:24:36.900 00:24:38.400 Henry Zhao: Okay, okay, thank you.

290 00:24:39.410 00:24:42.250 Henry Zhao: And then, and then I want to see your code, I wish, because I want to learn.

291 00:24:43.300 00:24:45.080 Henry Zhao: Yes, I wanna see how you do it.

292 00:24:45.080 00:24:47.960 Awaish Kumar: Yeah, you can obviously see it in GitHub.

293 00:24:47.960 00:24:50.659 Henry Zhao: Yeah, yeah. Yeah, that would be wonderful, thank you.

294 00:24:51.050 00:24:53.319 Amber Lin: Okay, awesome, so I will cancel this.

295 00:24:53.600 00:24:55.390 Amber Lin: And then…

296 00:24:55.390 00:24:55.750 Awaish Kumar: Nope.

297 00:24:55.750 00:24:56.680 Henry Zhao: Make it for, like.

298 00:24:56.680 00:24:58.909 Amber Lin: Yeah, I’m gonna… I’m just gonna make one.

299 00:25:01.910 00:25:03.580 Awaish Kumar: But we… Yeah.

300 00:25:05.630 00:25:09.300 Henry Zhao: Great. Yeah, good, because I couldn’t figure out how to do it in Google Sheets, so this saves me.

301 00:25:09.560 00:25:10.640 Henry Zhao: Awesome.

302 00:25:12.930 00:25:13.510 Amber Lin: Yeah.

303 00:25:13.830 00:25:17.509 Amber Lin: Honey, once you do it, assign a tuition, then.

304 00:25:17.760 00:25:20.349 Amber Lin: And then you can also add the…

305 00:25:20.350 00:25:21.580 Henry Zhao: Yeah, show him the requirements.

306 00:25:23.240 00:25:26.199 Amber Lin: Okay. So, I will just put one point.

307 00:25:27.470 00:25:29.060 Henry Zhao: Definitely think there’ll be more points, but yeah.

308 00:25:29.370 00:25:31.300 Amber Lin: Yeah, just to…

309 00:25:31.300 00:25:32.120 Henry Zhao: Possibly.

310 00:25:32.120 00:25:35.440 Amber Lin: Yeah, I will… I will just make another ticket.

311 00:25:35.700 00:25:41.970 Amber Lin: For that. But let’s go look here… Yeah.

312 00:25:42.400 00:25:44.459 Henry Zhao: That one could be next cycle for Atom Mixpanel.

313 00:25:44.690 00:25:47.459 Henry Zhao: Because he hasn’t pushed me on this, so… I don’t think it’s urgent.

314 00:25:47.580 00:25:48.140 Amber Lin: Okay.

315 00:25:49.600 00:25:55.280 Henry Zhao: Duplicate product… yeah, product, duplicate product… wait, right now we recycle 17 or 18?

316 00:25:55.620 00:25:58.179 Amber Lin: We are in 18.

317 00:25:58.180 00:26:00.300 Henry Zhao: Okay, oh, you moved that one to 17, got it, okay.

318 00:26:00.530 00:26:09.119 Henry Zhao: So, duplicate, I just, am waiting for them to ask to tell me if they need a drop-down or as rows, so I will double-check when they respond.

319 00:26:10.090 00:26:11.290 Awaish Kumar: Okay.

320 00:26:11.290 00:26:11.780 Amber Lin: Nice.

321 00:26:11.780 00:26:14.860 Henry Zhao: Filter will be difficult, I’ll have to keep filtering by every pharmacy.

322 00:26:14.990 00:26:20.370 Henry Zhao: Attribution stitching, I’m continuing to work on that. One thing I’ll need to do is understand the attribution events.

323 00:26:21.490 00:26:23.990 Henry Zhao: So there’s a checklist of things I need to do there.

324 00:26:28.050 00:26:29.319 Amber Lin: So that one is blocked.

325 00:26:29.460 00:26:30.279 Amber Lin: Which one…

326 00:26:30.280 00:26:31.560 Henry Zhao: We can move that to the next cycle.

327 00:26:32.240 00:26:32.980 Amber Lin: Okay.

328 00:26:33.490 00:26:36.180 Henry Zhao: Because for now, Awashi’s gonna work on that, Daxter.

329 00:26:38.050 00:26:42.129 Henry Zhao: And then Awash also agreed that we can ask Bath to add something for us.

330 00:26:43.100 00:26:44.320 Amber Lin: Gotcha, okay.

331 00:26:46.460 00:26:47.949 Amber Lin: Oh, B…

332 00:26:48.160 00:26:51.020 Awaish Kumar: Yeah, we have to ask for that. It’s not in…

333 00:26:51.020 00:26:54.129 Henry Zhao: So, Demolat, I’m gonna ping you to ask who to talk to at, Basque.

334 00:26:55.190 00:26:56.080 Henry Zhao: Fantastic.

335 00:26:56.930 00:26:57.500 Henry Zhao: Okay.

336 00:26:57.500 00:26:58.850 Demilade Agboola: Okay, sounds good.

337 00:27:00.390 00:27:03.220 Amber Lin: Alright.

338 00:27:04.680 00:27:07.369 Awaish Kumar: Apart from that…

339 00:27:08.190 00:27:11.320 Amber Lin: There is… This one?

340 00:27:11.320 00:27:12.060 Awaish Kumar: Boom.

341 00:27:13.580 00:27:18.270 Amber Lin: It’s blocked by… Right.

342 00:27:18.550 00:27:24.339 Henry Zhao: Yeah, it’s blocked by that modeling on the bottom right.

343 00:27:24.340 00:27:24.870 Amber Lin: Okay.

344 00:27:24.870 00:27:27.640 Henry Zhao: Oh, perfect! Thanks, Latin.

345 00:27:27.640 00:27:31.940 Amber Lin: Okay, so once it’s… once the PR is reviewed, we can do that well.

346 00:27:31.940 00:27:34.070 Henry Zhao: Nice! We’re already, chugging along, this is great.

347 00:27:34.070 00:27:34.680 Amber Lin: here.

348 00:27:36.990 00:27:45.619 Henry Zhao: What’s next? Okay, this I need to just test the intake form and look at all the segment events firing. It’s a prerequisite for the attribution stitching.

349 00:27:45.620 00:27:46.739 Amber Lin: Okay.

350 00:27:47.920 00:27:50.260 Amber Lin: Blocking…

351 00:27:53.800 00:27:58.969 Henry Zhao: To the continue, yeah, 103. That’s cool that we already got past the 1000 mark.

352 00:27:59.220 00:28:09.459 Amber Lin: I know, it’s… I can’t believe it. We have 9… we… I think I saw one that’s 900, and I saw one that’s 1,000, both in one sprint.

353 00:28:09.460 00:28:10.539 Henry Zhao: So my livelihood.

354 00:28:10.540 00:28:10.989 Amber Lin: Got the lucky one.

355 00:28:10.990 00:28:16.299 Henry Zhao: Alright, anyway. And then that one, I’ll… No question, gentlemen.

356 00:28:16.680 00:28:19.630 Amber Lin: But it’s high for now.

357 00:28:19.920 00:28:20.430 Henry Zhao: This one?

358 00:28:20.430 00:28:32.330 Amber Lin: Then… this is what they just talked about. They also want to see if we can do, like, AI classifications for the cancellation reasons. What do you guys think about that?

359 00:28:32.330 00:28:33.420 Henry Zhao: I can test it.

360 00:28:35.070 00:28:39.390 Amber Lin: how would you… how would you do that? Would you connect the model into…

361 00:28:39.800 00:28:44.850 Amber Lin: Like, the Tableau table? Like, how are we gonna do…

362 00:28:44.850 00:28:45.179 Henry Zhao: No, no.

363 00:28:45.180 00:28:47.630 Amber Lin: Obviously, these are very good.

364 00:28:48.420 00:28:52.559 Henry Zhao: Usually these are not very good, so I’m… I don’t have a confidence on that, but I can test it.

365 00:28:52.770 00:29:04.630 Amber Lin: Yeah, I can… because we can also have the AI team give insight on that, because I know they wanted to do something with the self-serve queries of, oh, pull this data for this time.

366 00:29:04.630 00:29:04.980 Henry Zhao: Let me…

367 00:29:04.980 00:29:05.369 Amber Lin: Let me talk.

368 00:29:05.370 00:29:08.599 Henry Zhao: to Sam already, because I… let me just get his idea on that.

369 00:29:08.870 00:29:09.400 Amber Lin: Okay.

370 00:29:09.920 00:29:10.330 Henry Zhao: Yeah.

371 00:29:10.330 00:29:12.510 Amber Lin: Speak to Sam on…

372 00:29:15.730 00:29:19.870 Henry Zhao: Yeah, because Sam and I have an AI call today or tomorrow. Tomorrow, I think.

373 00:29:19.870 00:29:20.610 Amber Lin: Great.

374 00:29:26.650 00:29:28.020 Henry Zhao: Make that zero points.

375 00:29:33.170 00:29:33.940 Henry Zhao: Whatever.

376 00:29:39.280 00:29:41.770 Amber Lin: And specifically, I think they wanted to…

377 00:29:42.490 00:29:56.540 Amber Lin: be able to change each month, but more so, I think they… it just means that they want to know… they won’t… if a new scenario comes up that’s never documented before, they want it to be captured, rather than it just sticks with the old four scenarios.

378 00:29:56.540 00:30:10.569 Henry Zhao: We probably, eventually, yeah, we probably eventually just want to categorize what are the possible cancellation reasons, like price, etc, and then the rep would need to basically select it in order to process the cancellation. I think that’s pretty normal.

379 00:30:11.140 00:30:11.590 Amber Lin: Yeah.

380 00:30:11.590 00:30:19.740 Demilade Agboola: Just… Sorry to interrupt, but Zach just responded to your request about these, pending requests.

381 00:30:20.630 00:30:22.199 Amber Lin: And he said he…

382 00:30:22.600 00:30:32.550 Demilade Agboola: that Basque. He’s saying that he’s aiming for October 10th for a release of these things. If it’s released, that would help us with pharmacy SLAs, as well as.

383 00:30:32.550 00:30:34.520 Amber Lin: But it’s not released yet.

384 00:30:34.620 00:30:38.399 Demilade Agboola: It’s not, unfortunately. Actually, he just… he just literally responded.

385 00:30:38.400 00:30:39.160 Amber Lin: buddy.

386 00:30:41.860 00:30:45.580 Amber Lin: Okay, Amy, who October 10th, alright. And then also…

387 00:30:45.580 00:30:46.780 Henry Zhao: Brad and Katie.

388 00:30:46.780 00:30:47.330 Amber Lin: Yeah.

389 00:30:48.050 00:30:49.960 Amber Lin: Sounds good. Oops.

390 00:30:50.310 00:30:51.030 Amber Lin: Okay.

391 00:30:52.080 00:30:53.779 Amber Lin: Back here…

392 00:30:54.080 00:31:01.280 Henry Zhao: Alright, forecasting plan, I just need to make the plan for this week. Forecasting you can make next cycle, the forecasting plan is what I’ll finish this week.

393 00:31:01.280 00:31:04.239 Amber Lin: Oh, okay, so you’re meeting with them, you’re meeting with them.

394 00:31:04.240 00:31:05.000 Henry Zhao: that, yeah.

395 00:31:05.330 00:31:10.169 Amber Lin: Wednesday. Oh, I think I booted out the forecasting plan.

396 00:31:10.450 00:31:11.220 Henry Zhao: No, no, it’s there.

397 00:31:11.830 00:31:13.030 Henry Zhao: Is that one of the answer?

398 00:31:13.600 00:31:14.970 Henry Zhao: 1002 is there.

399 00:31:15.710 00:31:16.420 Amber Lin: Oh.

400 00:31:16.610 00:31:23.340 Henry Zhao: Make that two Wednesday. No, I think it flew out to the next cycle because it was a sub-issue. Let me go grab it. Oh, okay, gotcha.

401 00:31:24.840 00:31:27.350 Amber Lin: Current… Okay.

402 00:31:33.010 00:31:33.700 Amber Lin: Alright.

403 00:31:34.510 00:31:36.979 Henry Zhao: Okay, like we just set up.

404 00:31:37.330 00:31:38.140 Amber Lin: 2…

405 00:31:44.410 00:31:50.190 Amber Lin: And then… New affiliate for Catalyst… Are we…

406 00:31:53.240 00:31:54.410 Amber Lin: Block white map.

407 00:31:55.600 00:31:57.179 Amber Lin: So, is this blocked?

408 00:31:58.170 00:32:00.049 Henry Zhao: No, it’s not blocked. I can do it already.

409 00:32:00.050 00:32:00.880 Amber Lin: Oh, okay.

410 00:32:01.620 00:32:08.290 Amber Lin: So… This is the one where Matt needs to do his affiliates, is that okay?

411 00:32:08.760 00:32:11.680 Henry Zhao: Yeah, it doesn’t… it doesn’t really block it anymore. I can do it now.

412 00:32:13.560 00:32:18.440 Amber Lin: Gotcha. So I’ll put it into… to-do. Seems like this is the top priority for them.

413 00:32:21.990 00:32:28.680 Henry Zhao: You know, this is something else. This is, like, they want to just be able to… this is very low pri- I would make this low priority.

414 00:32:29.230 00:32:34.139 Henry Zhao: Yeah, this we can push eventually if we need to, but I can… I can set it up at least.

415 00:32:34.330 00:32:34.940 Amber Lin: Okay.

416 00:32:36.630 00:32:37.200 Awaish Kumar: Hmm.

417 00:32:39.930 00:32:41.580 Amber Lin: Forecasting plan…

418 00:32:42.270 00:32:43.499 Henry Zhao: That one we already went through.

419 00:32:44.360 00:32:50.160 Amber Lin: Yeah, the… Stuart, that’s a… We’ll check with Zoran.

420 00:32:52.060 00:32:56.210 Amber Lin: This, I think, is the message, I’ll also say, on point.

421 00:32:57.250 00:33:10.749 Amber Lin: That’s also a message. I remember, like, the verification dashboard of helping them do their monthly affiliate verification.

422 00:33:10.750 00:33:11.890 Henry Zhao: I already did that last week.

423 00:33:11.890 00:33:12.610 Amber Lin: Oh!

424 00:33:12.710 00:33:13.500 Amber Lin: Great.

425 00:33:13.850 00:33:14.380 Henry Zhao: Yep.

426 00:33:14.580 00:33:17.850 Henry Zhao: And this is… this is it. I think this is a better…

427 00:33:17.870 00:33:22.010 Amber Lin: Workload, and then… do you know any updates on Zoran’s side?

428 00:33:22.010 00:33:23.489 Henry Zhao: I haven’t met with Zaron this week, so…

429 00:33:23.720 00:33:28.870 Amber Lin: Gotcha. I met with him earlier, but also I only checked about another project.

430 00:33:29.030 00:33:33.029 Henry Zhao: Okay, I’ll schedule a call with him tomorrow, actually, because I do want to also keep up to date.

431 00:33:33.030 00:33:33.890 Amber Lin: Yeah, okay.

432 00:33:33.890 00:33:35.340 Henry Zhao: with the life of Zoran.

433 00:33:35.770 00:33:41.779 Amber Lin: Yeah, okay, it… you can put me as optional if you want, so I can help take notes.

434 00:33:42.040 00:33:43.170 Henry Zhao: That would be great, actually.

435 00:33:43.170 00:33:44.349 Amber Lin: Yeah, that’s all.

436 00:33:44.540 00:33:45.790 Amber Lin: Thanks, everyone!

437 00:33:45.790 00:33:47.070 Henry Zhao: Alright, thank you, you guys.

438 00:33:47.340 00:33:48.460 Demilade Agboola: I can’t reply.

439 00:33:48.460 00:33:48.960 Amber Lin: Right?

440 00:33:48.960 00:33:49.690 Henry Zhao: Right.