Meeting Title: Weekly Ops Meeting Date: 2025-01-23 Meeting participants: Mariane Cequina, Nicolas Sucari, Uttam Kumaran


WEBVTT

1 00:10:00.200 00:10:01.070 Mariane Cequina: Hello!

2 00:10:01.460 00:10:01.900 Uttam Kumaran: Hi.

3 00:10:02.330 00:10:03.360 Mariane Cequina: Hello! There!

4 00:10:04.750 00:10:05.800 Nicolas Sucari: Hi Marianne.

5 00:10:06.030 00:10:06.960 Mariane Cequina: Hello!

6 00:10:11.020 00:10:12.179 Uttam Kumaran: Okay. Cool.

7 00:10:15.390 00:10:29.540 Mariane Cequina: So actually, I actually finished the task. But the consolidate notion into Brainforge is something that’s pending, because Robert is quite busy, and he told me that.

8 00:10:31.030 00:10:35.039 Mariane Cequina: You told me that he will handle it end of the week.

9 00:10:35.150 00:10:39.130 Mariane Cequina: because it’s not urgent to him. So that’s what he told me.

10 00:10:40.310 00:10:41.139 Uttam Kumaran: That’s fine.

11 00:10:52.794 00:10:54.859 Uttam Kumaran: Should we go through the board.

12 00:10:55.820 00:10:56.480 Mariane Cequina: Okay.

13 00:10:59.330 00:11:00.050 Uttam Kumaran: You shouldn’t.

14 00:11:00.050 00:11:01.302 Mariane Cequina: Share my screen.

15 00:11:02.110 00:11:03.090 Uttam Kumaran: I can pull it up.

16 00:11:10.080 00:11:10.900 Mariane Cequina: I’m sorry.

17 00:11:11.585 00:11:13.160 Uttam Kumaran: Gonna pull it up on my side.

18 00:11:13.480 00:11:14.090 Mariane Cequina: Okay.

19 00:11:23.140 00:11:25.181 Uttam Kumaran: Great. So let’s look at

20 00:11:32.660 00:11:33.370 Uttam Kumaran: so

21 00:11:38.070 00:11:42.100 Uttam Kumaran: okay, urban stems client onboarding is on the plate.

22 00:11:42.340 00:11:47.430 Uttam Kumaran: Separate template for each role in Hr, what is this one?

23 00:11:48.650 00:11:53.658 Mariane Cequina: I think you mentioned before about it.

24 00:11:54.380 00:12:01.499 Mariane Cequina: for a different role in the hiring like, for example, if it’s a developer or I mean engineer, or

25 00:12:02.610 00:12:03.519 Mariane Cequina: something like that.

26 00:12:20.800 00:12:23.809 Uttam Kumaran: Okay, I think this is probably higher.

27 00:12:24.980 00:12:29.260 Uttam Kumaran: Or we also just change this. So I’m gonna change it here. Also.

28 00:12:29.450 00:12:32.990 Uttam Kumaran: we’re gonna start doing urgent and not urgent.

29 00:12:33.420 00:12:33.780 Mariane Cequina: Okay.

30 00:12:35.670 00:12:39.200 Uttam Kumaran: That way. It’s like most of the stuff should be not urgent.

31 00:12:40.240 00:12:43.990 Uttam Kumaran: And then you can basically prioritize the stuff that’s urgent.

32 00:12:44.510 00:12:45.260 Uttam Kumaran: Oh.

33 00:12:48.870 00:12:51.040 Uttam Kumaran: opposition channel database.

34 00:12:51.200 00:12:53.009 Uttam Kumaran: Okay, this is probably not that.

35 00:13:07.720 00:13:11.380 Uttam Kumaran: Yeah, I think this is done, though I just I already did this.

36 00:13:12.700 00:13:13.360 Mariane Cequina: Okay.

37 00:13:21.350 00:13:25.249 Uttam Kumaran: So this one, yeah, I know you’re blocked. So let’s just punt it to next week.

38 00:13:26.920 00:13:27.520 Uttam Kumaran: Okay?

39 00:13:27.630 00:13:30.290 Uttam Kumaran: So I wanna look at a couple of things.

40 00:13:32.020 00:13:35.360 Uttam Kumaran: Oh, priority.

41 00:13:45.000 00:13:52.820 Uttam Kumaran: Okay, so we have one. Other one is, create view in data.

42 00:13:53.290 00:13:54.420 Uttam Kumaran: They were team.

43 00:13:57.720 00:14:01.850 Uttam Kumaran: What’s enjoyment?

44 00:14:02.900 00:14:10.169 Uttam Kumaran: So one of the things that I wanna work on is having a view of the following

45 00:14:12.650 00:14:20.190 Uttam Kumaran: engineer name number of tickets assigned, and then.

46 00:14:22.510 00:14:26.540 Nicolas Sucari: Could we focus like amount of tickets per week with them, or something like that?

47 00:14:26.920 00:14:31.680 Uttam Kumaran: Yeah. So we wanna look at like tickets assigned

48 00:14:32.830 00:14:40.729 Uttam Kumaran: by week, due tickets assigned by client by engineer.

49 00:14:42.640 00:14:45.669 Uttam Kumaran: So this is spy engineer.

50 00:14:53.340 00:15:03.880 Uttam Kumaran: It gets assigned by client tickets assigned by my priority.

51 00:15:12.480 00:15:16.970 Uttam Kumaran: Ideally, it would be great to see this in the data view, in the data.

52 00:15:19.960 00:15:22.700 Uttam Kumaran: in the data team, page.

53 00:15:23.080 00:15:26.279 Mariane Cequina: Okay, what do you mean by type? Again, like the tickets assigned.

54 00:15:26.590 00:15:29.580 Uttam Kumaran: By like, by the task type.

55 00:15:29.580 00:15:35.489 Mariane Cequina: Okay, got it week. J. Is like, for this week something like that.

56 00:15:37.337 00:15:39.099 Uttam Kumaran: For this one.

57 00:15:39.330 00:15:39.920 Mariane Cequina: Yeah.

58 00:15:40.621 00:15:43.360 Uttam Kumaran: Yeah, it’s either by not really by.

59 00:15:43.610 00:15:48.600 Uttam Kumaran: It’s it’s kind of like, you might need a formula.

60 00:15:56.810 00:15:58.030 Nicolas Sucari: Sorry I was on mute.

61 00:15:58.130 00:16:06.329 Nicolas Sucari: I think you will need a formula to get like, every task has a due date, and what I think what we’ve done is

62 00:16:06.440 00:16:10.240 Nicolas Sucari: once here is to understand how many tickets

63 00:16:10.650 00:16:19.760 Nicolas Sucari: for for a specific week has that due date assigned right like, if I have 5 tickets with due dates for this week. I want to see like 5 tickets.

64 00:16:20.620 00:16:21.509 Mariane Cequina: Okay, got it?

65 00:16:22.200 00:16:31.280 Nicolas Sucari: The idea is to understand the amount of tickets and work that each engineer is.

66 00:16:31.510 00:16:33.239 Nicolas Sucari: It’s gonna be having each week.

67 00:16:34.130 00:16:34.800 Mariane Cequina: Okay.

68 00:16:40.360 00:16:44.869 Nicolas Sucari: There is. Is there a maybe? Is there a new view? Let me see.

69 00:16:45.210 00:16:48.270 Uttam Kumaran: I think you’ll have to create a new like roll up, or something.

70 00:16:48.500 00:16:49.320 Mariane Cequina: Okay.

71 00:16:49.550 00:16:53.160 Uttam Kumaran: I’ll I’ll do that one. And then I’m just gonna show it.

72 00:16:55.420 00:16:56.000 Uttam Kumaran: Okay.

73 00:16:56.250 00:16:58.621 Mariane Cequina: When do you? When do you think?

74 00:16:59.400 00:17:00.890 Uttam Kumaran: This can be done by.

75 00:17:02.070 00:17:04.310 Mariane Cequina: I’ll try to show it by tomorrow. I think it’s pretty.

76 00:17:05.500 00:17:07.619 Uttam Kumaran: Okay, cool.

77 00:17:15.650 00:17:17.369 Uttam Kumaran: Is this possible?

78 00:17:18.250 00:17:23.519 Mariane Cequina: Actually, I’m still trying to look on it, but it seemed like it’s possible.

79 00:17:23.520 00:17:25.970 Uttam Kumaran: I can also ask the AI team to work on this.

80 00:17:26.410 00:17:27.069 Mariane Cequina: Okay.

81 00:17:28.960 00:17:29.987 Uttam Kumaran: So maybe I’ll

82 00:17:32.400 00:17:34.510 Uttam Kumaran: Maybe I’ll move this to the AI team.

83 00:17:58.120 00:18:05.140 Uttam Kumaran: Okay, that’s great. So the next one is, I want to. Also have a

84 00:18:08.530 00:18:14.160 Uttam Kumaran: like. How comfortable would you be for sending out contracts?

85 00:18:15.640 00:18:16.190 Uttam Kumaran: I think.

86 00:18:16.190 00:18:19.170 Mariane Cequina: It’s pretty. Simple. I’ll be.

87 00:18:20.150 00:18:23.049 Mariane Cequina: Yeah. I think it’s pretty simple. I think I’m I’m okay with that.

88 00:18:23.780 00:18:26.560 Mariane Cequina: But I, to be honest with you. Okay.

89 00:18:26.560 00:18:27.850 Uttam Kumaran: Yeah, go ahead! Go ahead! Go ahead!

90 00:18:28.290 00:18:38.209 Mariane Cequina: I I mean, I’m just. I gotta be honest with you, just a little bit confused. I need like I think, a clear instruction on how to do it. Something like that.

91 00:18:38.510 00:18:39.549 Uttam Kumaran: I don’t want.

92 00:18:39.720 00:18:43.780 Uttam Kumaran: Yeah, yeah, yeah, we have one contract that needs to go out.

93 00:18:44.040 00:18:44.720 Mariane Cequina: Okay.

94 00:18:45.856 00:18:47.880 Uttam Kumaran: Today. Maybe I can.

95 00:18:48.410 00:18:53.500 Uttam Kumaran: I can just walk like it’s basically I’m gonna go through the process that I sent in that loom

96 00:18:54.301 00:19:00.730 Uttam Kumaran: which is like turning the document into a Pdf. And then sending the Pdf. For signature.

97 00:19:01.670 00:19:02.330 Mariane Cequina: Okay.

98 00:19:05.730 00:19:08.969 Uttam Kumaran: But I can take this one, and then maybe you work on the next one.

99 00:19:09.770 00:19:10.390 Mariane Cequina: Yeah.

100 00:19:11.050 00:19:15.810 Uttam Kumaran: Basically, it’s like, if if you go to Pdf, you create the different fields for

101 00:19:16.840 00:19:19.909 Uttam Kumaran: signature things like that. So, okay, that’s fine.

102 00:19:20.837 00:19:27.179 Uttam Kumaran: I. Also, I want to start getting organized on having all of the

103 00:19:28.960 00:19:34.110 Uttam Kumaran: That’s kind of like this thing which is move all sales assets to documentation.

104 00:19:34.860 00:19:40.080 Uttam Kumaran: The goal. Here is all Sigma

105 00:19:40.720 00:19:52.740 Uttam Kumaran: pages and documents need to have corresponding links in notion, documentation.

106 00:19:53.590 00:19:54.870 Mariane Cequina: Actually, we

107 00:19:55.070 00:20:04.119 Mariane Cequina: one of the reason why we created a separate design database for them to have like a figma link. Would that be like, okay.

108 00:20:05.462 00:20:16.739 Uttam Kumaran: Design databases. Well, the design databases for tasks. This is like these are documents that are done. For example, like we have our template for a specific page.

109 00:20:17.060 00:20:18.459 Uttam Kumaran: That’s what this would be.

110 00:20:19.690 00:20:20.270 Mariane Cequina: Okay.

111 00:20:20.430 00:20:21.789 Uttam Kumaran: Does that make sense like?

112 00:20:22.230 00:20:24.309 Uttam Kumaran: I’ll give you an example. So.

113 00:20:24.310 00:20:25.030 Nicolas Sucari: Books up.

114 00:20:25.150 00:20:42.450 Nicolas Sucari: I, yeah, for example, like we, we need to find to have, like a a page in notion where, if I need like a Linkedin cover or Utam needs Linkedin cover. We can go into notion. See, like all of all of the assets that we have click on link, and that to takes me directly to figma.

115 00:20:42.710 00:20:44.489 Nicolas Sucari: like I think that’s the idea.

116 00:20:44.810 00:20:53.032 Uttam Kumaran: Yeah, like, exactly. So if I’ll show you, I actually created one of these in here. So if you go to documentation and

117 00:20:54.020 00:21:00.570 Uttam Kumaran: if you search for Linkedin Linkedin Banner. So, oh, looks like, maybe.

118 00:21:02.230 00:21:07.010 Uttam Kumaran: Okay, we have this one here branding materials.

119 00:21:08.430 00:21:13.299 Uttam Kumaran: branding materials, brain forge, logo and Linkedin cover. And see, it’s linked here as a figma file.

120 00:21:15.350 00:21:17.200 Uttam Kumaran: So we want to do this for

121 00:21:18.166 00:21:21.420 Uttam Kumaran: a co, all the all the core materials

122 00:21:22.220 00:21:25.860 Uttam Kumaran: which. I’ll just list them out here.

123 00:21:29.640 00:21:38.810 Nicolas Sucari: Do you think that documentation database is like the best place to have everything? Or should we have, like a different.

124 00:21:39.570 00:21:40.310 Uttam Kumaran: I think.

125 00:21:40.310 00:21:44.590 Uttam Kumaran: Keep it all there, and then we’ll have the views. We’ll have the views for each thing.

126 00:21:45.760 00:21:51.170 Uttam Kumaran: cause I don’t wanna create several document. I just wanted to be like, any sort of documentation is there?

127 00:21:51.450 00:21:57.780 Uttam Kumaran: And then you basically can tag it. For now, I think that’s better than yeah. It’s.

128 00:21:58.060 00:21:58.760 Nicolas Sucari: Okay.

129 00:21:58.760 00:22:08.109 Uttam Kumaran: Pretty good, and then each individual, each like. For example, in the sales page there’ll be the documentation associated with sales will be there, you know, so.

130 00:22:08.890 00:22:09.530 Nicolas Sucari: Okay.

131 00:22:09.830 00:22:19.909 Uttam Kumaran: So examples is the sow, the statements, work, templates, opera letter templates.

132 00:22:24.950 00:22:29.470 Uttam Kumaran: What else do we have in there like the deck templates?

133 00:22:58.180 00:23:00.869 Uttam Kumaran: So I think you’ll probably have to work with Ann on this.

134 00:23:01.420 00:23:02.060 Mariane Cequina: Yes.

135 00:23:03.880 00:23:06.899 Uttam Kumaran: She’ll have a good idea of what all of them are.

136 00:23:19.350 00:23:20.240 Uttam Kumaran: This one.

137 00:23:20.240 00:23:34.070 Nicolas Sucari: Tom, for the contract stuff. Do you think like creating a form where where every time you need a new contract, you can fill in the details will help Marianne like to have all of the information needed to create those ones.

138 00:23:34.070 00:23:37.350 Uttam Kumaran: Yeah, that’s I. That’s that would be ideal.

139 00:23:38.915 00:23:41.749 Mariane Cequina: And also, I’d also like to add.

140 00:23:42.070 00:23:52.309 Mariane Cequina: if I’ll be using my own gmail, I mean in the brain forge. So of course, I still have to like. Tell them who I am like every I’m sending them contract.

141 00:23:52.490 00:23:53.649 Mariane Cequina: etc. I think.

142 00:23:53.650 00:23:57.700 Uttam Kumaran: Yeah, no, you would. You would use your yeah, your brain for Gmail.

143 00:23:58.900 00:23:59.650 Mariane Cequina: Okay.

144 00:24:00.310 00:24:10.659 Uttam Kumaran: So maybe that’s 1 thing I can add here is like, create a form or new, for, like new

145 00:24:11.390 00:24:14.320 Uttam Kumaran: contract signature, request.

146 00:24:16.600 00:24:17.230 Nicolas Sucari: Yeah.

147 00:24:19.630 00:24:20.350 Uttam Kumaran: And

148 00:24:25.510 00:24:37.680 Uttam Kumaran: What I’ll do is like pull sales team can submit requests for documents to be sent.

149 00:24:37.790 00:24:39.400 Mariane Cequina: For signature.

150 00:24:39.950 00:24:43.840 Uttam Kumaran: So what you’ll need. Orange fields.

151 00:24:43.970 00:24:51.230 Uttam Kumaran: One company name Company Hq.

152 00:24:51.780 00:24:58.970 Uttam Kumaran: Dates of active dates.

153 00:25:03.070 00:25:06.429 Nicolas Sucari: Do you have like a contract ending date, too, in the contract.

154 00:25:06.710 00:25:14.499 Uttam Kumaran: Yeah, so contract and date and the ongoing.

155 00:25:18.650 00:25:20.820 Uttam Kumaran: And then basically the documents.

156 00:25:21.120 00:25:23.269 Uttam Kumaran: So the sales team will prepare the Doc.

157 00:25:24.000 00:25:24.320 Mariane Cequina: Okay.

158 00:25:24.320 00:25:26.279 Uttam Kumaran: That way. You have this information.

159 00:25:35.240 00:25:36.810 Nicolas Sucari: People to send.

160 00:25:37.120 00:25:39.070 Mariane Cequina: Yeah, email, the email of the person.

161 00:25:53.350 00:25:54.719 Nicolas Sucari: Client. Sign. Up. Yeah.

162 00:25:55.910 00:25:57.260 Mariane Cequina: In that way.

163 00:26:02.280 00:26:05.860 Uttam Kumaran: So we’re sent. So we’re sending documents for our clients to sign.

164 00:26:06.520 00:26:07.180 Mariane Cequina: And.

165 00:26:13.250 00:26:17.079 Uttam Kumaran: And then in the documents will be all the information about rates, and like.

166 00:26:17.720 00:26:20.400 Uttam Kumaran: sort of like what the services are, they’ll fill that out.

167 00:26:20.710 00:26:25.799 Uttam Kumaran: And then basically, you’ll create. And this will be like a and then it’ll be files. So

168 00:26:26.120 00:26:27.769 Uttam Kumaran: I guess documents.

169 00:26:31.410 00:26:34.100 Uttam Kumaran: Well, actually, maybe I can just have this as like a.

170 00:26:37.090 00:26:40.890 Uttam Kumaran: because I don’t want these files living in notion.

171 00:26:40.890 00:26:41.669 Nicolas Sucari: Hey? Not a place.

172 00:26:41.670 00:26:43.210 Uttam Kumaran: They don’t go anywhere, so.

173 00:27:07.131 00:27:13.809 Nicolas Sucari: Autumn. I think we can. We with the contract. When we send the contract we can add like

174 00:27:17.870 00:27:20.309 Nicolas Sucari: like a date when the contract like

175 00:27:20.440 00:27:23.100 Nicolas Sucari: it’s not valid anymore if they don’t sign.

176 00:27:23.270 00:27:27.090 Nicolas Sucari: I think that information can be also right.

177 00:27:27.940 00:27:33.450 Uttam Kumaran: Yeah, yeah, let me let me let me put that somewhere here.

178 00:27:34.720 00:27:37.140 Nicolas Sucari: Sometimes it’s a week, sometimes it’s less.

179 00:27:39.310 00:27:40.080 Nicolas Sucari: I don’t know.

180 00:27:49.580 00:27:53.139 Uttam Kumaran: Send this to the sales team to review.

181 00:27:53.410 00:27:53.980 Nicolas Sucari: Yeah.

182 00:28:16.800 00:28:20.266 Uttam Kumaran: Okay, cool. I think that’s all I had.

183 00:28:22.780 00:28:27.480 Mariane Cequina: I think I think we should add as well like, who should I send it to? Like the email of the person.

184 00:28:28.710 00:28:33.659 Uttam Kumaran: That’s how that’s this this. But I guess I’ll just do email, oh, I can just do email and name.

185 00:28:33.890 00:28:34.700 Mariane Cequina: Okay.

186 00:28:44.020 00:28:44.860 Mariane Cequina: Okay.

187 00:28:47.580 00:28:48.210 Nicolas Sucari: Yeah.

188 00:28:49.150 00:28:53.843 Uttam Kumaran: That way. We can also start keeping track of like, how many contracts are getting sent out.

189 00:28:54.830 00:28:57.656 Uttam Kumaran: And then can we do like also, like

190 00:29:01.450 00:29:02.890 Uttam Kumaran: related lead.

191 00:29:08.920 00:29:09.409 Mariane Cequina: So once.

192 00:29:09.410 00:29:10.639 Nicolas Sucari: What do you mean by relation.

193 00:29:10.640 00:29:16.659 Mariane Cequina: I also would like to ask if, after I send it, should I keep track of it?

194 00:29:17.853 00:29:21.860 Mariane Cequina: When should I expect like like response from them. For example.

195 00:29:22.000 00:29:23.169 Uttam Kumaran: Yeah, you should.

196 00:29:25.620 00:29:29.200 Uttam Kumaran: I wonder if it’s best that we send. Send it from like

197 00:29:29.920 00:29:35.190 Uttam Kumaran: legal@brainforge.ai or something that way we can all be in that group.

198 00:29:36.550 00:29:39.720 Uttam Kumaran: Maybe I’ll let me think about that like

199 00:29:50.380 00:29:54.830 Nicolas Sucari: Maybe that’s a little bit better. Just not if because if we

200 00:29:55.220 00:30:02.810 Nicolas Sucari: I mean the contract signed, even though it’s we are doing it through a platform. We are. Gonna receive them. You can access that right with them.

201 00:30:03.810 00:30:04.470 Uttam Kumaran: Yeah.

202 00:30:06.650 00:30:13.389 Mariane Cequina: I mean, I can also keep track about about like if they already respond. And I wanted to know.

203 00:30:13.780 00:30:18.199 Mariane Cequina: how long should I wait for it something like that, like, for example.

204 00:30:18.200 00:30:19.090 Nicolas Sucari: Extended.

205 00:30:19.090 00:30:26.149 Mariane Cequina: Like the the response will be like, for after a week or something whatever, if there’s any deadline for the the signer.

206 00:30:26.790 00:30:28.907 Uttam Kumaran: Oh, okay, yeah. That’s the number 10.

207 00:30:30.460 00:30:33.779 Nicolas Sucari: Yeah, exactly. The valid duration of the contract.

208 00:30:34.480 00:30:35.479 Mariane Cequina: Okay, got it?

209 00:30:38.950 00:30:42.559 Uttam Kumaran: Okay, maybe we should just put this put this one for next week sometime.

210 00:30:42.720 00:30:43.700 Mariane Cequina: Okay.

211 00:30:45.630 00:30:47.130 Uttam Kumaran: How’s that? Next Wednesday?

212 00:30:48.460 00:30:50.299 Mariane Cequina: We can do Monday, actually.

213 00:30:51.030 00:30:51.690 Uttam Kumaran: Okay.

214 00:30:53.600 00:30:57.169 Mariane Cequina: Hey? You’re you’re you actually have a dog. It’s actually the kid. There.

215 00:30:58.543 00:31:01.459 Uttam Kumaran: I actually have 3 dogs.

216 00:31:01.680 00:31:04.180 Uttam Kumaran: Oh, really, yeah, he’s just sleeping all day.

217 00:31:05.300 00:31:08.349 Nicolas Sucari: Change the the decision right now. So, yeah.

218 00:31:11.480 00:31:14.313 Uttam Kumaran: I need to take him out after this.

219 00:31:20.140 00:31:23.509 Uttam Kumaran: Okay? And you’re still working on this sort of Ui design right?

220 00:31:24.310 00:31:28.449 Mariane Cequina: Yeah, cause it’s actually okay, is that urgent? Okay? I’m.

221 00:31:28.450 00:31:33.240 Uttam Kumaran: No, no, no, well, I would say, not urgent.

222 00:31:49.480 00:31:53.399 Uttam Kumaran: I just want to move everything in plan where we like. We already talked about everything.

223 00:31:58.700 00:32:01.039 Uttam Kumaran: Okay, I think this is good.

224 00:32:08.150 00:32:09.490 Uttam Kumaran: Just move this document.

225 00:32:10.250 00:32:12.089 Uttam Kumaran: Okay, what do we think.

226 00:32:12.840 00:32:14.510 Mariane Cequina: Okay. Good.

227 00:32:15.830 00:32:18.549 Uttam Kumaran: Okay, cool. Alright, that’s all I had.

228 00:32:22.250 00:32:23.339 Mariane Cequina: Okay. Thank you.

229 00:32:23.990 00:32:25.100 Uttam Kumaran: Thanks. Everyone.

230 00:32:25.100 00:32:26.390 Nicolas Sucari: Thanks, guys. Bye-bye.

231 00:32:26.390 00:32:26.860 Mariane Cequina: Exactly.