Meeting Title: Founder-Series-Automation Date: 2024-10-22 Meeting participants: Joshua De Veyra, Uttam Kumaran, Craig Foldes
WEBVTT
1 00:06:10.250 ⇒ 00:06:11.150 Craig Foldes: Yo.
2 00:06:14.480 ⇒ 00:06:15.440 Joshua de Veyra: Hey! Anna Craig.
3 00:06:16.110 ⇒ 00:06:17.459 Craig Foldes: How’s it going nice to meet you?
4 00:06:18.580 ⇒ 00:06:23.287 Joshua de Veyra: Hello! Hello! Yeah. Good to meet you, too. Sorry. 12. Midnight. My time.
5 00:06:23.650 ⇒ 00:06:24.580 Craig Foldes: Is it midnight?
6 00:06:24.880 ⇒ 00:06:26.569 Joshua de Veyra: Yeah, yeah. I’m in the Philippines.
7 00:06:26.810 ⇒ 00:06:28.620 Craig Foldes: Oh, wow! Dang!
8 00:06:30.300 ⇒ 00:06:31.730 Craig Foldes: That’s late. Sorry!
9 00:06:32.090 ⇒ 00:06:35.210 Joshua de Veyra: No, no, it’s fine, it’s fine. I usually work.
10 00:06:35.610 ⇒ 00:06:37.990 Craig Foldes: Do you typically work like evenings and stuff.
11 00:06:38.350 ⇒ 00:06:41.629 Joshua de Veyra: Yeah, yeah, it’s less, you know, less nice.
12 00:06:43.330 ⇒ 00:06:44.960 Joshua de Veyra: I’ve already pinged with them.
13 00:06:56.790 ⇒ 00:06:58.860 Craig Foldes: It’s a dog.
14 00:07:00.400 ⇒ 00:07:01.629 Joshua de Veyra: Where are you based? By the way.
15 00:07:02.890 ⇒ 00:07:04.130 Craig Foldes: I live in Colorado.
16 00:07:05.660 ⇒ 00:07:07.830 Joshua de Veyra: Wait, wait, sorry. Colorado. Us right. Not.
17 00:07:07.830 ⇒ 00:07:10.710 Craig Foldes: Yeah, us, the middle of the the Us.
18 00:07:11.070 ⇒ 00:07:11.930 Joshua de Veyra: Okay. Okay.
19 00:07:13.098 ⇒ 00:07:14.990 Craig Foldes: What’s up? How are you?
20 00:07:16.800 ⇒ 00:07:18.127 Joshua de Veyra: Come on! Joy!
21 00:07:21.420 ⇒ 00:07:24.509 Uttam Kumaran: Hey? Guys give me one second, just like getting set up.
22 00:07:24.790 ⇒ 00:07:25.400 Craig Foldes: Take your time.
23 00:07:25.400 ⇒ 00:07:26.457 Uttam Kumaran: How’s it going.
24 00:07:28.830 ⇒ 00:07:34.630 Craig Foldes: It’s great. Oh, Tom, I I texted you cool to like, just be direct and candid about all the other stuff.
25 00:07:34.870 ⇒ 00:07:36.222 Uttam Kumaran: Yeah. Yeah. Yeah. Totally.
26 00:07:38.930 ⇒ 00:07:44.949 Craig Foldes: Alright. I I guess, as you get set up like, and I’m I’m sort of can you hear me? I’m just sort of thinking out loud.
27 00:07:45.150 ⇒ 00:07:46.610 Craig Foldes: all right. So
28 00:07:46.660 ⇒ 00:08:04.810 Craig Foldes: high level like, I’ve built this founder series, right? So I’ve got this group of like 150 people, mostly doing like 5 to 20 million a year. And it’s it’s a very engaged community, right? And it’s pretty cool and like, I’m just trying to add value and be helpful to them as as I can be.
29 00:08:05.082 ⇒ 00:08:28.479 Craig Foldes: This idea of like automation, right? Just like, Hey, you’ve got a lot of problems in your business. We can come in and help to automate certain things and find problems and pain points and do cool shit. For you, you know, is great. So we’re gonna start to sort of like, roll that out with, these guys, have some conversation. Figure out what’s what. And I think, as a 1st step to that end. I’m just curious, as I learn, like, what sort of shit in the in
30 00:08:28.480 ⇒ 00:08:42.309 Craig Foldes: in my day to day can we automate so that I could sort of learn from, or I shouldn’t say in my day in my day to day, but more in like the founder series, day to day, and within the founder series sort of like operating model. I’m more or less using type form
31 00:08:42.400 ⇒ 00:08:43.600 Craig Foldes: zoom
32 00:08:44.041 ⇒ 00:08:52.499 Craig Foldes: Google sheets. And calendly. And so the thinking is like, how do we build some automation and connection, but between the 4 of those things to make things easier.
33 00:08:54.580 ⇒ 00:08:55.360 Uttam Kumaran: Yeah. So
34 00:08:55.480 ⇒ 00:09:17.830 Uttam Kumaran: Miguel, and basically runs all of our AI projects. We’ve been working closely for a few months now and then starting to basically grow the team out on the AI side. I briefed him a little bit on, yeah, we’re using like klaviyo for stuff. We have type form with the Google sheets. Basically, Miguel, I don’t know. We can just start from basically where we left off yesterday. Like, it’s basically it’s pretty straightforward.
35 00:09:17.830 ⇒ 00:09:18.440 Joshua de Veyra: Oh.
36 00:09:18.700 ⇒ 00:09:20.690 Joshua de Veyra: oh, yeah. The email automations.
37 00:09:27.610 ⇒ 00:09:28.310 Craig Foldes: My wi-fi.
38 00:09:28.310 ⇒ 00:09:30.439 Joshua de Veyra: Oh, we oh, go ahead. Sorry. Yeah.
39 00:09:30.570 ⇒ 00:09:39.599 Joshua de Veyra: You have them on a Google sheet list, right? I think the main point that we kinda have to
40 00:09:40.080 ⇒ 00:09:43.309 Joshua de Veyra: look into this. I think, Utah, it’s the attendance right.
41 00:09:44.380 ⇒ 00:09:48.760 Uttam Kumaran: Yeah, we wanted to do also some triggers based on if people are attending rooms.
42 00:09:50.830 ⇒ 00:09:51.510 Craig Foldes: Though
43 00:09:52.000 ⇒ 00:09:57.979 Craig Foldes: right now. So I think for me like here, let me just give me one second to think through.
44 00:09:58.760 ⇒ 00:10:00.140 Craig Foldes: Can like.
45 00:10:00.320 ⇒ 00:10:04.840 Uttam Kumaran: Based on when they 1st get added when they 1st attend their
46 00:10:04.860 ⇒ 00:10:09.600 Uttam Kumaran: like 1st session, and then after the second one, were the triggers that I noted.
47 00:10:10.126 ⇒ 00:10:32.670 Uttam Kumaran: We also have a couple of of other ideas, which is basically like, as soon as they get added. Can we scrape a bunch of information about them, about their company and kind of give you like a 1 pager, basically sort of thing about who they are and like any talking points for you. And then, additionally, the other thing was like, Hey, you see, 2 people that are both working like Cpg beverage.
48 00:10:32.690 ⇒ 00:10:37.210 Uttam Kumaran: who are like in a similar revenue range. Those people should get connected. So those are kind of like.
49 00:10:37.220 ⇒ 00:10:47.269 Uttam Kumaran: from our last conversation, the things that I was thinking of. We can talk about more ideas there. We can also talk about probably like how to actually get this done. Pretty basically.
50 00:10:48.720 ⇒ 00:10:49.629 Craig Foldes: Can I
51 00:10:50.131 ⇒ 00:10:56.419 Craig Foldes: like? Can I show you the shit that I’m using now? And like the the main tools, and we can kind of go from there.
52 00:10:56.740 ⇒ 00:10:57.360 Uttam Kumaran: Yeah.
53 00:10:57.950 ⇒ 00:10:59.490 Joshua de Veyra: Yeah, I think that would be better, actually.
54 00:10:59.770 ⇒ 00:11:01.964 Craig Foldes: Alright, so give me one second.
55 00:11:16.760 ⇒ 00:11:19.209 Craig Foldes: I’m just pulling up type form.
56 00:11:20.130 ⇒ 00:11:22.270 Craig Foldes: This is annoying that it’s taking so long.
57 00:11:28.670 ⇒ 00:11:30.090 Craig Foldes: One more thing.
58 00:11:47.100 ⇒ 00:11:51.739 Craig Foldes: alright. So I’m gonna share my screen. These are the 3
59 00:11:53.170 ⇒ 00:11:55.860 Craig Foldes: main things that I’m using to
60 00:11:56.860 ⇒ 00:11:57.860 Craig Foldes: operate
61 00:11:57.880 ⇒ 00:12:15.949 Craig Foldes: kind of the the day to day. So the 1st is, this is just a list of everybody who is in the quote, unquote community, right? So these are all the founder Ceos. And what I’ve done is, I’ve asked people to start to introduce their friends. And so anything after here is more or less like
62 00:12:15.950 ⇒ 00:12:32.717 Craig Foldes: somebody that’s been introduced. And so you’ll see like, okay, this is the person this is who introduced them. And this is some of the information about the brand. Once a new person is added here it triggers a Klaviyo welcome series email. It’s just a really basic like, Hey, thanks for
63 00:12:33.040 ⇒ 00:12:46.109 Craig Foldes: you know. Thanks for joining. Here’s what you can expect. So there’s a zapier that connects this Google sheet to that. To that Klaviyo welcome series. That’s literally all the automation that we have in place right now any questions on this before I show some of the other stuff.
64 00:12:46.880 ⇒ 00:12:48.050 Uttam Kumaran: That makes sense.
65 00:12:48.690 ⇒ 00:12:49.540 Craig Foldes: All right.
66 00:12:49.950 ⇒ 00:12:56.040 Craig Foldes: some, some other things. So I’ve got. I’m I use a type form that is just like
67 00:12:56.630 ⇒ 00:13:08.154 Craig Foldes: it’s 1 off, just like, hey? What questions do you have or or stuff? This is a new type form that I created to to Utam’s point, as we start to introduce people to one another. I’ve started to
68 00:13:08.630 ⇒ 00:13:11.799 Craig Foldes: Just ask like, who do you want to talk to? More or less?
69 00:13:11.880 ⇒ 00:13:20.190 Craig Foldes: And so there’s a field within this type form. I just started sending it out this morning. Give me one second. My Wi-fi is not the best right now
70 00:13:20.940 ⇒ 00:13:25.149 Craig Foldes: that just asks like, who do you want to talk to right like it says,
71 00:13:25.730 ⇒ 00:13:27.179 Craig Foldes: I like.
72 00:13:27.690 ⇒ 00:13:34.320 Craig Foldes: if you’re gonna give someone advice, what are the areas where you’re most equipped to give advice. And if you’re gonna
73 00:13:34.380 ⇒ 00:13:41.970 Craig Foldes: talk to someone and get advice from someone, what are the areas you want to get advice from? So in theory, right? Like.
74 00:13:43.730 ⇒ 00:13:49.833 Craig Foldes: if this person, Rob was to say, Hey, I’m great at fundraising, and this person
75 00:13:51.464 ⇒ 00:14:00.559 Craig Foldes: whoever this is, says, Hey, I want advice on fundraising. I don’t know some way that just says like, All right, put these 2 people in touch like could be cool.
76 00:14:00.840 ⇒ 00:14:05.760 Craig Foldes: And then the last thing that I’ll say the other thing that I use is zoom.
77 00:14:05.800 ⇒ 00:14:16.369 Craig Foldes: And right now I am not logging attendance right like there’s just. I have no idea who comes to what or anything like that, and it would be pretty cool. I mean, this is pretty basic. But just some way
78 00:14:16.600 ⇒ 00:14:33.569 Craig Foldes: to log attendance this Friday, right? It’s like, all right. Who who came to this right? Like some sort of automated way of just saying, Hey, here! All the people that were there, and I think I can set that up in zoom like I can probably require Rsvps or something, but that’s more or less everything. And then I’ve got Klaviyo. That just sort of sends the email.
79 00:14:33.700 ⇒ 00:14:36.429 Craig Foldes: But those are the 4 tools that I’m in day to day.
80 00:14:37.600 ⇒ 00:14:50.549 Uttam Kumaran: So yesterday we talked about one. Yeah, we I mean, we’ve done a bunch of zoom automation internally, so we would just grab probably attendance. And then you already require people to be on video. But we probably just require people to
81 00:14:50.640 ⇒ 00:14:52.259 Uttam Kumaran: log in or like
82 00:14:52.290 ⇒ 00:14:58.893 Uttam Kumaran: Rsvp or something. And we just we can use some of the past meetings to just verify like
83 00:14:59.570 ⇒ 00:15:04.999 Uttam Kumaran: like, if we were to hit the Zoom Api and get back that data like what it would show
84 00:15:06.790 ⇒ 00:15:27.820 Craig Foldes: In terms of Rsvps like. So I don’t make this public to everybody who’s in the group. But I do like I have this, which is a people will either. Rsvp. Yes or no. This doesn’t mean that they’ll come like I’ll typically have like 75 Rsvps. Yes, but only you know, 40 are people show up, but I guess it’s on my question for you within. Zoom, how do I make people? Oh, go on.
85 00:15:28.230 ⇒ 00:15:31.117 Uttam Kumaran: We? I don’t know if you can see that in the Ui, though.
86 00:15:31.390 ⇒ 00:15:34.189 Uttam Kumaran: we’ll have to get it from like the Api, basically
87 00:15:34.530 ⇒ 00:15:38.329 Uttam Kumaran: right, Miguel. I think we could just hit the Api for past meetings.
88 00:15:39.330 ⇒ 00:15:47.559 Joshua de Veyra: Yeah, there’s a meeting in Zapier in Zapier, actually, that basically, it shows you. It gives you a list of all the participants who attended the meeting.
89 00:15:48.440 ⇒ 00:15:58.550 Uttam Kumaran: Okay. So what we would do is like, basically, after every meeting ends, we just help. We just push that list to g sheets like, here’s a meeting. Here’s the attendees.
90 00:15:58.940 ⇒ 00:16:02.019 Uttam Kumaran: and then I feel like really easy. v. 1
91 00:16:03.070 ⇒ 00:16:04.459 Uttam Kumaran: on that like no.
92 00:16:04.990 ⇒ 00:16:07.170 Craig Foldes: Is there a way to
93 00:16:07.830 ⇒ 00:16:08.930 Craig Foldes: I don’t like.
94 00:16:10.040 ⇒ 00:16:11.340 Craig Foldes: for I don’t know.
95 00:16:16.260 ⇒ 00:16:17.339 Joshua de Veyra: Please stop in mind.
96 00:16:17.990 ⇒ 00:16:19.532 Uttam Kumaran: You’re cutting out a little bit.
97 00:16:27.140 ⇒ 00:16:29.099 Uttam Kumaran: Okay, you’re kind of you’re back now.
98 00:16:29.380 ⇒ 00:16:30.570 Craig Foldes: God damn! I’m sorry.
99 00:16:35.100 ⇒ 00:16:35.730 Uttam Kumaran: Alright.
100 00:16:35.970 ⇒ 00:16:38.886 Uttam Kumaran: You’re back now. It’s working.
101 00:16:40.358 ⇒ 00:16:52.229 Craig Foldes: I’ll turn my video off and hopes that that helps, but like it’d be cool to in their quote, unquote profile. Be like, all right. Jenna came to meeting XY. And Z. Right like we could just have columns that flags attendance, yes or no.
102 00:16:52.760 ⇒ 00:17:00.390 Uttam Kumaran: 100. So what I think what we can pretty easily do is we would just need access.
103 00:17:00.440 ⇒ 00:17:01.940 Uttam Kumaran: So Zapier.
104 00:17:02.010 ⇒ 00:17:19.800 Uttam Kumaran: and then I will have to think about how we’ll basically have you authorize zoom. And then what we’ll do is we’ll create another sheet, basically with like meeting attendees. And then in this sheet it’s pretty easy just to link them, and I can show I can show you which meetings they attended, and and just do that in the list. If you want to keep this as like the homepage, basically.
105 00:17:20.470 ⇒ 00:17:30.690 Craig Foldes: Yeah, I I don’t want to make any changes to this, but what I would like to do is like, maybe duplicate this sheet. And so, as things come as you get updated, that duplicate gets updated, and then we can kind of
106 00:17:31.248 ⇒ 00:17:33.240 Craig Foldes: match. All right. So
107 00:17:33.870 ⇒ 00:17:48.369 Craig Foldes: so what I’ll do is Utam, I’ll just email you like a very clear like, Hey, this is what I’m hoping we can accomplish to see what’s what I’ll give you. All the relevant access. Are you saying that you can query Zoom retroactively, to be like all right who came to the past meetings.
108 00:17:48.610 ⇒ 00:17:49.290 Uttam Kumaran: Yes.
109 00:17:49.820 ⇒ 00:17:50.810 Craig Foldes: Wow! Alright!
110 00:17:51.620 ⇒ 00:18:01.220 Uttam Kumaran: But it’s all like through the Api. So what we’ve done is we’ve done stuff where we interact Api directly. And then we’ve also Zapier has like zoom connections.
111 00:18:01.579 ⇒ 00:18:04.269 Uttam Kumaran: Miguel, do we want to do this on our
112 00:18:04.730 ⇒ 00:18:07.800 Uttam Kumaran: zapier? I assume you’re on like the free plan.
113 00:18:08.320 ⇒ 00:18:09.660 Craig Foldes: Yeah, and I’m
114 00:18:09.780 ⇒ 00:18:12.559 Craig Foldes: yes, it’s not awesome. I’d be happy to put shit on yours.
115 00:18:12.830 ⇒ 00:18:20.569 Uttam Kumaran: Okay, maybe. Miguel, let’s just do it on ours. Let’s just create a new space. We’ll invite Craig to off the zoom.
116 00:18:20.930 ⇒ 00:18:28.859 Uttam Kumaran: And then we let’s just we’ll just do our. Let’s just create our own. I’ll create a dupe of this Google Sheet. And let’s just build it in there.
117 00:18:31.040 ⇒ 00:18:34.519 Uttam Kumaran: And then, yeah, let’s just start. Maybe let’s just start with just the attendance stuff.
118 00:18:34.590 ⇒ 00:18:39.870 Uttam Kumaran: What do you think I like? Let’s okay. If if you have time, we could still go through the other things. Cause
119 00:18:39.960 ⇒ 00:18:41.089 Uttam Kumaran: I know that we’re gonna get
120 00:18:41.320 ⇒ 00:18:43.570 Uttam Kumaran: okay. Okay. Cause we we also.
121 00:18:43.600 ⇒ 00:18:44.968 Uttam Kumaran: we talked about like
122 00:18:45.730 ⇒ 00:18:49.609 Uttam Kumaran: like the email series stuff that you’re doing through Olivia.
123 00:18:50.080 ⇒ 00:19:07.860 Craig Foldes: Yes, but since we’ve talked, I’ve I wasn’t getting a lot of replies to those automated emails. And now, as I do like one to one outreach, like everybody’s getting back to me. Everybody’s Rc. Just kind of changed my head. And like, all right, if the thing here is intimacy and authenticity. Then, like it’s a pain in the ass. But I’ll just do one to one stuff.
124 00:19:08.370 ⇒ 00:19:08.990 Uttam Kumaran: Okay.
125 00:19:09.100 ⇒ 00:19:14.690 Uttam Kumaran: So let’s just let’s just start with the attendance stuff. And then, yeah, I’m gonna just kind of keep
126 00:19:14.750 ⇒ 00:19:25.719 Uttam Kumaran: a little running list of stuff. Just send me, whether through text or email, any ideas. And then I’m gonna just throw everything into that notion, because that’s where we’re just using to kind of keep things organized.
127 00:19:27.730 ⇒ 00:19:28.600 Craig Foldes: That’s about it.
128 00:19:29.260 ⇒ 00:19:33.460 Craig Foldes: This part, right? Like this, because I know typeform has a lot of like stuff like.
129 00:19:33.640 ⇒ 00:19:38.590 Craig Foldes: what is the type form of it all. How have you guys used type, form and automation there
130 00:19:40.510 ⇒ 00:19:41.460 Craig Foldes: like.
131 00:19:41.810 ⇒ 00:19:46.539 Uttam Kumaran: No, you wanna go ahead. You form building. We basically can put triggers on different things like.
132 00:19:46.870 ⇒ 00:19:52.479 Uttam Kumaran: after they fill this form out, they can get an email or basically this type form response.
133 00:19:52.620 ⇒ 00:20:00.930 Uttam Kumaran: we want to pipe to Google sheets and use for information. The nice thing is you’re collecting a lot of info. I think the the ask for you is like, How do you want to use this?
134 00:20:02.780 ⇒ 00:20:04.189 Joshua de Veyra: I think we don’t necessarily.
135 00:20:05.570 ⇒ 00:20:10.090 Joshua de Veyra: Oh, yeah. Cause I think what we could do here. I think this is a good application of an identity.
136 00:20:10.310 ⇒ 00:20:11.730 Joshua de Veyra: Remember the water.
137 00:20:11.750 ⇒ 00:20:26.600 Joshua de Veyra: This is a perfect application of that, because basically what Craig mentioned is if this person wants to talk to this person, you know to this type of person about fundraising. That’s the perfect. I think. Use case for the any 10 super based stuff.
138 00:20:27.470 ⇒ 00:20:29.700 Uttam Kumaran: So then what? What would? What’s like your pitch?
139 00:20:30.510 ⇒ 00:20:34.709 Joshua de Veyra: So what’s gonna happen is every response here, it’s gonna be stored into a
140 00:20:35.120 ⇒ 00:20:36.769 Joshua de Veyra: Google sheet, right?
141 00:20:36.850 ⇒ 00:20:40.449 Joshua de Veyra: And then it’s all standard and it and super based stuff.
142 00:20:40.500 ⇒ 00:20:43.269 Joshua de Veyra: And then we’ll have a Ui, of course, or maybe a Zap.
143 00:20:43.520 ⇒ 00:20:47.449 Joshua de Veyra: or maybe an interface or relevance agent that he can use.
144 00:20:47.710 ⇒ 00:20:50.289 Joshua de Veyra: But yeah, I think this is a perfect use case for that.
145 00:20:50.540 ⇒ 00:20:53.310 Uttam Kumaran: Like Greg to ask questions over the data set.
146 00:20:53.780 ⇒ 00:20:54.470 Joshua de Veyra: Yeah.
147 00:20:56.190 ⇒ 00:21:01.789 Uttam Kumaran: So I guess, Craig, it depends like, one thing that we’ve done is like, you can shove all this into like a simple
148 00:21:01.890 ⇒ 00:21:12.160 Uttam Kumaran: like vector database and like, who should I match up? Who does this? Who does that like? You can chat over this really easily. That’s something that we can set up pretty easily, too.
149 00:21:13.330 ⇒ 00:21:19.389 Craig Foldes: Yeah, that’d be dope like is that you could just put a you know. If I just if I’m understanding correctly.
150 00:21:19.490 ⇒ 00:21:29.909 Craig Foldes: all of this information fuels into some database to your point that I can query. And I’m just like, Hey, like, you know, who wants to chat with people and fundraising, and then it would spit all that out. Now, okay, cool.
151 00:21:30.130 ⇒ 00:21:46.719 Uttam Kumaran: 100 like basic. We just create a knowledge base for all the information you have. And again, we can also type the attendance information if we want to scrape, we want to get there like Linkedin and all that stuff. And then basically, you just have a chat interface. We could even start there before talking through like other specific
152 00:21:46.940 ⇒ 00:22:04.219 Uttam Kumaran: like integrations, because that’ll get. That’ll be really, really easy for us to set up. You can chat with it and basically be like, who should I match up? It’s just gonna have this data for now. And then, maybe you could just play around with that. And that’ll also I want. I want you to kind of see that capability to see. Get your perspective on.
153 00:22:04.886 ⇒ 00:22:22.289 Craig Foldes: All right. And then my my last question that would be really helpful is, I’m starting to introduce a lot of people like all right, like Jj. From formula fig is talking to like Leslie at Haney, and Danielle at clear stem like, but I, fucking forget about that like a minute after I make the introduction, because I’m on to the next
154 00:22:23.180 ⇒ 00:22:26.339 Craig Foldes: like, how do I, log? Who I’ve introduced to one another.
155 00:22:27.680 ⇒ 00:22:31.649 Uttam Kumaran: Yeah, I mean Miguel one. We could. CC,
156 00:22:31.790 ⇒ 00:22:37.320 Uttam Kumaran: like a bot. We could automate the way you do the introduction. I don’t know.
157 00:22:38.870 ⇒ 00:22:40.389 Joshua de Veyra: How do you usually do it?
158 00:22:41.110 ⇒ 00:22:42.040 Craig Foldes: Email.
159 00:22:42.040 ⇒ 00:22:43.180 Joshua de Veyra: 2 emails.
160 00:22:44.260 ⇒ 00:22:48.899 Joshua de Veyra: I let them again. Just put everything into an attendant so he can chat later on.
161 00:22:50.450 ⇒ 00:22:50.970 Craig Foldes: I mean.
162 00:22:51.110 ⇒ 00:22:57.300 Craig Foldes: it’s literally just like this, right? So I say, give me a second. I know this is recording, but
163 00:22:58.120 ⇒ 00:23:04.790 Craig Foldes: so like, I’ll say to Jj. Like, there are 2 people in the group that I think you could learn a lot from Leslie who runs handy, and
164 00:23:04.870 ⇒ 00:23:10.329 Craig Foldes: this woman who runs this, do you want to talk with them? And she’s like, Yeah, I’m really eager to talk to them. And so I just
165 00:23:10.470 ⇒ 00:23:13.289 Craig Foldes: then I write an email like this.
166 00:23:15.430 ⇒ 00:23:16.659 Uttam Kumaran: Connecting both of them.
167 00:23:17.100 ⇒ 00:23:20.404 Craig Foldes: Where I just inter introduce them, and I don’t know where it is. But
168 00:23:20.860 ⇒ 00:23:22.390 Uttam Kumaran: I get what you mean? Yeah, so.
169 00:23:22.390 ⇒ 00:23:23.559 Craig Foldes: Yeah, but I didn’t send it.
170 00:23:23.730 ⇒ 00:23:26.400 Craig Foldes: So I I write an email like this. But I
171 00:23:26.440 ⇒ 00:23:30.609 Craig Foldes: then I lose it right? It’s like, I have no idea who I put in touch with one another, and I don’t know if they talk.
172 00:23:31.900 ⇒ 00:23:44.519 Uttam Kumaran: Okay, let’s take Miguel. Let’s take this back. Either you could draft this and Nan, and then we could save that record somewhere or use relevance. And like, update this in a Google sheet. Basically, these people are got introduced.
173 00:23:46.820 ⇒ 00:23:51.470 Uttam Kumaran: okay, let’s talk about that today, too. So let’s work on. We’ll work on the intros.
174 00:23:51.550 ⇒ 00:24:00.749 Uttam Kumaran: the intro. We’ll kind of like work on this intro idea. We’ll kind of set up this little like chat base. That’ll be very easy for us to do, and then we’re gonna work on the Zapier for attendance.
175 00:24:00.860 ⇒ 00:24:03.889 Uttam Kumaran: and then we’re let’s try to get that done this week and see where we go.
176 00:24:03.890 ⇒ 00:24:08.730 Craig Foldes: But the the Zapier for attendance would update a historical log
177 00:24:08.760 ⇒ 00:24:11.059 Craig Foldes: like this. Right? We would just add columns.
178 00:24:11.060 ⇒ 00:24:20.330 Uttam Kumaran: Yeah, Zapier for me. Meaning like, we’re gonna set up some way to, we’re gonna basically get the attendance logs from past meetings. And when the meeting ends
179 00:24:20.672 ⇒ 00:24:24.329 Uttam Kumaran: on future meetings. That’ll all get shoved into a Google sheet.
180 00:24:24.802 ⇒ 00:24:26.740 Uttam Kumaran: And that’ll be like the deliverable.
181 00:24:27.210 ⇒ 00:24:33.239 Craig Foldes: But I haven’t. I haven’t required attendance like nobody. Rsvps. Yes or no, but it’s still captured.
182 00:24:33.921 ⇒ 00:24:37.999 Uttam Kumaran: Yeah, no, no, it’s actually like who is in the meeting. It’s actually like, who
183 00:24:38.070 ⇒ 00:24:49.079 Uttam Kumaran: in the meeting with you like, for example, this would be the 3 of us. It doesn’t matter whether someone Rsvp to the calendar or anything else it’s actually like who participated in the meeting itself gets logged.
184 00:24:49.490 ⇒ 00:25:02.630 Craig Foldes: Cool. Alright, I’ll send a quick like recap of just of my understanding of stuff. But that makes sense. 1 1 last question, just a cool use case for me. Is there any way to under like get a a trigger when somebody
185 00:25:02.750 ⇒ 00:25:11.620 Craig Foldes: completes this like I’d love like a text message or an email or something like that. That’s just like, Hey, like Cassie filled her, filled out the questionnaire.
186 00:25:11.930 ⇒ 00:25:17.449 Uttam Kumaran: Yeah, let’s let’s also, we’ll also get you to give us your type form.
187 00:25:17.470 ⇒ 00:25:20.470 Uttam Kumaran: And then I think, Miguel, we can just do that in Zapier, too.
188 00:25:22.290 ⇒ 00:25:24.550 Joshua de Veyra: Yeah, yeah, I think this doesn’t take you to be honest.
189 00:25:24.750 ⇒ 00:25:32.450 Uttam Kumaran: Okay, so we’ll we’ll we’ll we’ll set up a zapier environment. We’ll get your zoom and your type form, and then we’ll just set up that trigger, too.
190 00:25:32.470 ⇒ 00:25:37.050 Uttam Kumaran: Is this already you already sent this type form out to everybody, or are you sending it like.
191 00:25:37.380 ⇒ 00:25:38.760 Craig Foldes: I’m sending it one on one.
192 00:25:39.050 ⇒ 00:25:47.160 Uttam Kumaran: Okay. So what we’ll do is we’ll just run a test with us, like, I’ll try to fill it out. And we’ll yeah. Let’s try. Let’s aim for text or email as like a hey. This person said it.
193 00:25:47.690 ⇒ 00:25:49.070 Uttam Kumaran: submit a response.
194 00:25:49.570 ⇒ 00:25:51.870 Craig Foldes: Alright, and then I’ve just got one
195 00:25:52.130 ⇒ 00:26:03.409 Craig Foldes: ask like I’ll give you all the access you need like. I you know I’m I’m super easy. Just please don’t reach out individually to anybody who’s like. Don’t be like, hey, Cassie, I saw you’re doing 5 million a year in revenue. I can help you with this like
196 00:26:03.440 ⇒ 00:26:04.680 Craig Foldes: I just don’t do that.
197 00:26:05.250 ⇒ 00:26:08.749 Uttam Kumaran: Yeah, you have my word, but happy to sign whatever.
198 00:26:08.750 ⇒ 00:26:11.665 Craig Foldes: No, no, no, you don’t have to sign anything. Alright. Cool.
199 00:26:12.570 ⇒ 00:26:17.170 Uttam Kumaran: And then, yeah, I wanted to talk about I mean, we didn’t get to talk about the croc stuff.
200 00:26:17.736 ⇒ 00:26:20.670 Uttam Kumaran: I was gonna follow up on the intros.
201 00:26:22.390 ⇒ 00:26:28.380 Craig Foldes: Let let me text you on that like. The more we work together, the more I realize like it probably wouldn’t be smart to like.
202 00:26:28.450 ⇒ 00:26:32.709 Craig Foldes: spin up a conflict of interest potentially at Crocs. But let me I’ll text you.
203 00:26:32.900 ⇒ 00:26:35.500 Uttam Kumaran: Talk to me about that, and then I didn’t give you.
204 00:26:35.550 ⇒ 00:26:47.040 Uttam Kumaran: I didn’t let you know about who to talk to. I also want to get like we should. I want to talk a little bit more this week and kind of get your perspective on like now that once you see how we work and kind of stuff we’re able to do.
205 00:26:47.595 ⇒ 00:26:51.449 Uttam Kumaran: Who’s best to talk to? We have some case studies that line up with
206 00:26:51.480 ⇒ 00:26:55.009 Uttam Kumaran: people on that list, and I can give you some people that that looked interesting. But
207 00:26:55.660 ⇒ 00:26:57.410 Uttam Kumaran: I want to get your perspective, too.
208 00:26:57.780 ⇒ 00:27:07.779 Craig Foldes: All right, Rad. I mean, there’s a couple of things right. There’s just like helping you with brain forge and introducing you to these guys. As you know, you could be a customer, they should work for you separately. But then there’s the other piece, which is like.
209 00:27:07.980 ⇒ 00:27:29.060 Craig Foldes: Okay, you know, I built up this relationship with these folks over the last year year and a half. I want to have an honest conversation around this idea of like a cheap automation officer, and it’s kind of like pain point discovery to then build shit again. So it’s 2 separate things. I’m happy to make as many intros that’ll help your core business as possible, and then do some hand to hand combat together and just start to interview these guys and build cool shit.
210 00:27:29.410 ⇒ 00:27:32.980 Uttam Kumaran: Okay. Alright, then let’s keep texting then, and then we’ll work on this this week.
211 00:27:33.955 ⇒ 00:27:35.909 Craig Foldes: Awesome. I’ll just send like a
212 00:27:36.000 ⇒ 00:27:39.019 Craig Foldes: quick recap email, my understanding of everything. But this is dope.
213 00:27:39.590 ⇒ 00:27:40.240 Uttam Kumaran: Cool.
214 00:27:40.430 ⇒ 00:27:41.690 Uttam Kumaran: Alright, later. Guys, thanks.
215 00:27:42.080 ⇒ 00:27:42.770 Uttam Kumaran: Yeah.
216 00:27:42.770 ⇒ 00:27:48.322 Craig Foldes: Will will you request the au authentication from me? Will I get a note that’s like Utah has asked for.
217 00:27:48.600 ⇒ 00:27:57.240 Uttam Kumaran: Once you set up Zapier, I’ll you’ll get an email that to be added, and then I’ll just send you a little loom or something of like where to go to click, basically to give off
218 00:27:58.260 ⇒ 00:28:00.150 Uttam Kumaran: later. Alright, thanks.