Meeting Title: BF x OTR: Weekly Update Date: 2025-06-12 Meeting participants: Craig Foldes, Casie Aviles, Uttam Kumaran
WEBVTT
1 00:00:32.630 ⇒ 00:00:34.350 Craig Foldes: What’s up, Casey? How’s it going.
2 00:00:36.300 ⇒ 00:00:37.110 Casie Aviles: Hey? Craig?
3 00:00:38.340 ⇒ 00:00:39.530 Casie Aviles: Yeah. Doing? Good.
4 00:01:14.830 ⇒ 00:01:15.300 Uttam Kumaran: Hey!
5 00:01:15.300 ⇒ 00:01:16.660 Craig Foldes: Up. How are you.
6 00:01:16.990 ⇒ 00:01:18.100 Uttam Kumaran: Good! How are you?
7 00:01:19.450 ⇒ 00:01:22.289 Craig Foldes: Overwhelmed and working on a lot. But hit me. What’s the deal.
8 00:01:22.737 ⇒ 00:01:26.600 Uttam Kumaran: Cool, I think. We’re ready to show you a couple of things.
9 00:01:26.600 ⇒ 00:01:27.500 Craig Foldes: Dope.
10 00:01:28.180 ⇒ 00:01:34.499 Craig Foldes: Tomorrow we got manscaped, and I’ll do your required zoom thing. If if it doesn’t work, it would be super pissed. But oh.
11 00:01:34.500 ⇒ 00:01:39.470 Uttam Kumaran: I’ll be there. I’ll fill it out. Yeah, I.
12 00:01:39.710 ⇒ 00:01:40.590 Craig Foldes: I
13 00:01:40.760 ⇒ 00:01:50.210 Craig Foldes: so annoying that how we’ll see we’ll see how it goes. I like, I’m worried that like everyone’s gonna get logged out and the manscape guy won’t make it, but we’ll see.
14 00:01:51.153 ⇒ 00:01:56.009 Uttam Kumaran: Okay, cool. Casey, do you wanna
15 00:01:56.290 ⇒ 00:01:58.130 Uttam Kumaran: share stuff? We can go through things.
16 00:01:59.440 ⇒ 00:02:00.419 Casie Aviles: Yeah, sure.
17 00:02:02.790 ⇒ 00:02:04.950 Casie Aviles: Okay. So I guess the first, st
18 00:02:05.180 ⇒ 00:02:11.110 Casie Aviles: yeah, the 1st thing I want to share is also the clay video flows. So I’ve already
19 00:02:12.320 ⇒ 00:02:16.140 Casie Aviles: created separate flows for each
20 00:02:16.260 ⇒ 00:02:18.359 Casie Aviles: a segment that we have. Right?
21 00:02:20.080 ⇒ 00:02:22.350 Casie Aviles: let me just go here. So
22 00:02:22.910 ⇒ 00:02:25.251 Casie Aviles: yeah, we have the AI
23 00:02:25.920 ⇒ 00:02:28.960 Casie Aviles: we have AI and founder series. So I also created
24 00:02:29.210 ⇒ 00:02:35.269 Casie Aviles: separate flows for each. So yeah, that should be live. I guess the only thing that
25 00:02:35.610 ⇒ 00:02:37.140 Casie Aviles: we need from you. Craig is.
26 00:02:37.140 ⇒ 00:02:37.600 Craig Foldes: Copy.
27 00:02:37.600 ⇒ 00:02:39.119 Casie Aviles: The copy. Yes.
28 00:02:39.370 ⇒ 00:02:46.089 Craig Foldes: Oh, you copy. Okay, so I’ll send that copy to you, and then I’ll just assume it’s uploaded in.
29 00:02:46.260 ⇒ 00:02:48.070 Craig Foldes: They’re sending as people are, added.
30 00:02:48.960 ⇒ 00:02:50.010 Casie Aviles: Yes, yes, great.
31 00:02:51.610 ⇒ 00:02:53.580 Craig Foldes: Cool. Thank you.
32 00:02:54.780 ⇒ 00:02:58.240 Craig Foldes: And for the automation, there’s also the type form.
33 00:02:58.820 ⇒ 00:03:01.159 Casie Aviles: Yeah, the type form automation.
34 00:03:04.370 ⇒ 00:03:06.050 Casie Aviles: Me, just show this.
35 00:03:07.120 ⇒ 00:03:12.300 Casie Aviles: Yeah, also, this one’s live. So whenever someone
36 00:03:13.160 ⇒ 00:03:16.269 Casie Aviles: add. So that, yeah, I guess the only problem here is like.
37 00:03:16.820 ⇒ 00:03:22.630 Casie Aviles: I think you we need to update it every time we want to.
38 00:03:22.810 ⇒ 00:03:26.460 Casie Aviles: every time we have a new form, right? So
39 00:03:27.150 ⇒ 00:03:34.280 Casie Aviles: for that, we just need to replace this. So I I already streamlined this section here.
40 00:03:35.970 ⇒ 00:03:39.251 Casie Aviles: So all we need is to replace this all the time.
41 00:03:39.750 ⇒ 00:03:41.929 Casie Aviles: I do have a loom for that.
42 00:03:42.100 ⇒ 00:03:45.030 Casie Aviles: so I can send that over as well.
43 00:03:45.340 ⇒ 00:03:46.040 Craig Foldes: Okay.
44 00:03:47.610 ⇒ 00:03:49.210 Casie Aviles: Because I? Yeah.
45 00:03:49.540 ⇒ 00:03:53.399 Casie Aviles: So how how to show how it could be maintained. Moving forward. Yeah.
46 00:03:53.810 ⇒ 00:03:54.780 Craig Foldes: Okay. Great.
47 00:03:57.350 ⇒ 00:04:01.409 Uttam Kumaran: Yeah, basically, anytime, you have the new form, we can just swap it out in the.
48 00:04:01.410 ⇒ 00:04:03.800 Craig Foldes: And I’ll just follow out of yeah. Got it cool.
49 00:04:07.370 ⇒ 00:04:14.316 Casie Aviles: Yeah, so yeah, I get, yeah, those are the the main ones that I have live.
50 00:04:15.030 ⇒ 00:04:20.879 Casie Aviles: for these Blackpot. I think we we just need to.
51 00:04:21.260 ⇒ 00:04:22.279 Casie Aviles: Yeah, it’s it.
52 00:04:22.430 ⇒ 00:04:25.649 Casie Aviles: Any 10 is done, I think, I believe. But
53 00:04:26.690 ⇒ 00:04:29.270 Casie Aviles: yeah, we’ll keep working on the
54 00:04:29.820 ⇒ 00:04:35.420 Casie Aviles: yeah. And the questions for that there’s also like a nudge that we worked on.
55 00:04:37.571 ⇒ 00:04:40.519 Casie Aviles: So I’ll I’ll put that live next.
56 00:04:40.710 ⇒ 00:04:43.550 Casie Aviles: Yeah, and.
57 00:04:43.550 ⇒ 00:04:48.940 Uttam Kumaran: Yeah. So remember, we had the we had the nudge idea, Craig, where it’s like this person hasn’t.
58 00:04:49.190 ⇒ 00:04:49.830 Craig Foldes: Yeah, yeah.
59 00:04:49.830 ⇒ 00:04:52.599 Uttam Kumaran: Come to something or whatever. Yeah, so that we’ll put live.
60 00:04:55.920 ⇒ 00:04:59.369 Casie Aviles: Yeah. So I guess the only thing I.
61 00:05:00.260 ⇒ 00:05:05.580 Craig Foldes: Want to confirm. It’s like for the zoom attendance. So I have this data over here. But.
62 00:05:07.101 ⇒ 00:05:13.219 Casie Aviles: Right now. It’s only from April 4 until May 27.th
63 00:05:13.880 ⇒ 00:05:17.820 Casie Aviles: So this is just the the Zoom Meetings for Odr.
64 00:05:18.670 ⇒ 00:05:19.420 Casie Aviles: So do we.
65 00:05:19.420 ⇒ 00:05:20.790 Craig Foldes: Have we not done any in June?
66 00:05:21.500 ⇒ 00:05:22.420 Craig Foldes: Have we.
67 00:05:23.170 ⇒ 00:05:23.880 Uttam Kumaran: Did. I don’t.
68 00:05:23.880 ⇒ 00:05:24.280 Casie Aviles: Of course.
69 00:05:24.280 ⇒ 00:05:26.200 Uttam Kumaran: One in June was there one last week.
70 00:05:26.640 ⇒ 00:05:29.380 Craig Foldes: No, okay, so no, there hasn’t. So tomorrow will be the first, st
71 00:05:29.750 ⇒ 00:05:37.369 Craig Foldes: the 1st one, so we’ll require it, and theoretically so coming out of tomorrow. Then the hope would be
72 00:05:37.990 ⇒ 00:05:43.819 Craig Foldes: what like. So everybody comes tomorrow, and then do we have an automated type form that goes out to them
73 00:05:44.720 ⇒ 00:05:50.360 Craig Foldes: like what what’s in place after tomorrow? Once we capture everybody’s email address.
74 00:05:51.680 ⇒ 00:05:57.617 Casie Aviles: Yeah, there should be type as up here that we have an automation that would send out the
75 00:05:59.340 ⇒ 00:06:01.109 Craig Foldes: Yeah, the type form. But.
76 00:06:01.540 ⇒ 00:06:02.320 Casie Aviles: Right.
77 00:06:02.320 ⇒ 00:06:05.840 Casie Aviles: We also have like, do we already know which type form you want to send out.
78 00:06:05.840 ⇒ 00:06:09.599 Craig Foldes: No, I’ll have to do that, so I’ll send you an.
79 00:06:09.840 ⇒ 00:06:16.319 Uttam Kumaran: Yeah, if you can just tell us the name of it, or if you send us a screenshot or whatever, then we’ll swap it out, and then, exactly as soon as they land there
80 00:06:16.530 ⇒ 00:06:18.760 Uttam Kumaran: from the zoom, they’ll get sent to that form.
81 00:06:19.590 ⇒ 00:06:26.089 Craig Foldes: But what it they’ll get sent an email with a link to the type form. And then when they fill out the type form, I’ll get an alert that it’s been filled out.
82 00:06:26.510 ⇒ 00:06:27.069 Casie Aviles: Yes, yes.
83 00:06:27.070 ⇒ 00:06:27.730 Craig Foldes: Cool.
84 00:06:27.880 ⇒ 00:06:33.530 Craig Foldes: Alright, that’ll be that’d be great. So why don’t we? Cool? If if that happens tomorrow, that’ll be good.
85 00:06:34.190 ⇒ 00:06:34.890 Craig Foldes: and then.
86 00:06:34.890 ⇒ 00:06:35.669 Casie Aviles: Yeah, like.
87 00:06:35.670 ⇒ 00:06:42.910 Craig Foldes: And then I’ll be able to query the slack bot, and I’ll say, who attended this. What was the so cool? That’ll be a good use case.
88 00:06:43.610 ⇒ 00:06:48.700 Uttam Kumaran: Yeah, this is an example of like the last. At Harry’s we got all the participants.
89 00:06:50.730 ⇒ 00:06:54.750 Craig Foldes: So this this works is what you’re saying. All right. One person you have no
90 00:06:54.750 ⇒ 00:06:57.220 Craig Foldes: in but cool. Did they?
91 00:06:57.510 ⇒ 00:06:58.890 Craig Foldes: Okay, cool.
92 00:07:00.823 ⇒ 00:07:05.969 Uttam Kumaran: And then I guess, Casey, were you asking about like if we had data before April? Is that what you were going for?
93 00:07:06.999 ⇒ 00:07:12.109 Casie Aviles: Yeah, like, this is just what I have right now. I think Greg mentioned before that.
94 00:07:12.734 ⇒ 00:07:15.869 Casie Aviles: There, there were more before this. So I just want to make sure that
95 00:07:16.150 ⇒ 00:07:19.990 Casie Aviles: the attendances that we have are, I guess, updated or.
96 00:07:21.320 ⇒ 00:07:25.040 Uttam Kumaran: Yeah, Craig, do we wanna try to go before April 4? th And like.
97 00:07:25.390 ⇒ 00:07:27.260 Uttam Kumaran: I’m wondering even like, how we.
98 00:07:27.660 ⇒ 00:07:28.460 Craig Foldes: I would
99 00:07:28.830 ⇒ 00:07:38.430 Craig Foldes: I, if we can go back to the start of the year like Jan, one that that would be pretty good we could just export the zoom reports. You guys should have access to my zoom account. We just export attendance.
100 00:07:39.790 ⇒ 00:07:40.480 Casie Aviles: Okay.
101 00:07:41.420 ⇒ 00:07:55.440 Craig Foldes: Alright. So this is cool. So I’ll send an email like, literally right now. And I’ll be like, Hey, my understanding. Here’s all the information coming out of tomorrow. Here’s what I expect to be able to happen, and you’ll tell me what what can or can.
102 00:07:55.750 ⇒ 00:08:05.369 Uttam Kumaran: Yeah. And then so we’ll get, we’ll get notifications as well. As soon as the yeah, you’ll get emails as soon as the type form is getting sent out to people. Cool.
103 00:08:05.890 ⇒ 00:08:13.799 Uttam Kumaran: And then, yeah, I know. The the chat with Crm stuff is there? I know we haven’t seen much usage on your side like, what do you think about that, or is that like.
104 00:08:14.546 ⇒ 00:08:16.900 Craig Foldes: I think that the more. Hold on.
105 00:08:19.420 ⇒ 00:08:24.440 Craig Foldes: I’m using it. The the chat with Crm external client off the record, I think the more.
106 00:08:24.960 ⇒ 00:08:31.949 Craig Foldes: What I’m realizing is like the more automations that we could set in pace like the the better off like I don’t know. I need to.
107 00:08:31.950 ⇒ 00:08:33.169 Uttam Kumaran: Like pinging you.
108 00:08:33.179 ⇒ 00:08:34.449 Craig Foldes: Yeah, I think so.
109 00:08:34.450 ⇒ 00:08:39.200 Uttam Kumaran: Yeah. So tell me, like, if there’s what kind of nudges or what do you want? Top of mind?
110 00:08:39.854 ⇒ 00:08:44.119 Uttam Kumaran: To land in your inbox whether it’s once a week or like ad hoc.
111 00:08:44.445 ⇒ 00:08:51.970 Uttam Kumaran: and that’s what I want to kind of get past is like, I’m gonna just we’re gonna work on. Just try to get that to you. So then you could give us feedback on that.
112 00:08:52.370 ⇒ 00:08:53.679 Craig Foldes: I would say.
113 00:08:55.070 ⇒ 00:08:57.919 Uttam Kumaran: Think about if it’s something every day. What if it’s 1 thing in the morning.
114 00:08:58.690 ⇒ 00:09:01.866 Craig Foldes: I don’t need something every day, I think just
115 00:09:03.010 ⇒ 00:09:13.560 Craig Foldes: once a week like so and so has attended 2 sessions, but hasn’t brought somebody in right like that. That’s it, like, cause I’m just thinking about ways to grow this.
116 00:09:13.800 ⇒ 00:09:20.209 Uttam Kumaran: Okay, what about like? It’s like, Thursday is a good day, I think. Tell me, what day would you? What day is helpful for you to, then take action.
117 00:09:20.530 ⇒ 00:09:26.860 Craig Foldes: Probably Monday morning, because these are always on Fridays. So if I have like a whole week to send an email out to them, that would be. That would be good.
118 00:09:27.180 ⇒ 00:09:39.349 Uttam Kumaran: Okay, Casey. Then let’s let’s Casey. I have, like, probably 2 or 3 use cases. Let’s work on it together where we can then land that in Craig’s inbox with like just a little summary of
119 00:09:40.140 ⇒ 00:09:48.349 Uttam Kumaran: be either PE people, basically, who have, who haven’t attended 2 of them, or just like I’ll come up with a couple, and then we’ll land that right in your email.
120 00:09:48.690 ⇒ 00:09:49.365 Uttam Kumaran: And
121 00:09:50.520 ⇒ 00:09:51.280 Casie Aviles: See what he thinks.
122 00:09:51.730 ⇒ 00:09:57.429 Craig Foldes: I would say, yeah. The the 2 things that come to mind are, you know. So in this instance it would be like
123 00:09:57.620 ⇒ 00:10:23.239 Craig Foldes: Utam, who was referred by Craig has not come to, you know. Excuse me, has now attended his second session, and hasn’t brought anyone, so then I’ll know, like all right. I need to reach out to Utam and be like, Hey, man, I’m so happy. Craig brought you into this, you know. Here’s what we have coming up would love it if you could bring a plus one, and then the other half would be like, you know, it’s been 3 months. And Ivana, who was referred by Utam, hasn’t attended a session, so I’ll know to reach out to her and be like, Hey, should should I clear this like? Should should I.
124 00:10:23.540 ⇒ 00:10:27.450 Uttam Kumaran: In that email? Is it helpful to have their like phone their email.
125 00:10:28.430 ⇒ 00:10:31.559 Craig Foldes: Who was referred to, just who who referred them.
126 00:10:32.250 ⇒ 00:10:37.469 Uttam Kumaran: I guess, for when you’re gonna take action on it, you’re just gonna go straight to Gmail and write something or text them. Okay.
127 00:10:38.050 ⇒ 00:10:39.620 Craig Foldes: Oh, yeah, I’ll go straight to Gmail.
128 00:10:40.250 ⇒ 00:10:44.689 Craig Foldes: cause people don’t give me. I don’t. I don’t have people’s numbers. We might have enriched it, but I don’t have. I don’t collect.
129 00:10:44.690 ⇒ 00:10:45.420 Uttam Kumaran: Okay.
130 00:10:45.520 ⇒ 00:10:46.190 Uttam Kumaran: Okay.
131 00:10:46.450 ⇒ 00:10:50.290 Craig Foldes: All right. So I will draft the type form for tomorrow.
132 00:10:50.450 ⇒ 00:11:03.299 Craig Foldes: And I will draft the email that I want to send the type form. We will require that people use zoom to log in, and then there will be some sort of automation that’d be dope man that that’ll save me like an hour hour and a half, so cool. Let me let me get going on that right now.
133 00:11:03.300 ⇒ 00:11:09.499 Uttam Kumaran: And then I’ll work with Casey on this thing, and let’s see if we can get something to you by Monday, where it is a summary of like
134 00:11:09.790 ⇒ 00:11:18.929 Uttam Kumaran: things you should. Action on which is people have not come to a couple of recent ones or people referred, and they haven’t referred anyone recently something like that couple of.
135 00:11:19.187 ⇒ 00:11:25.120 Craig Foldes: And if we can do it from year to date rather than just starting from April, that’d be great, but not not required.
136 00:11:25.280 ⇒ 00:11:30.539 Uttam Kumaran: So yeah, well, Casey, let’s go. I’ll I’ll let’s go check and see if we get the rest of the stuff from Zoom.
137 00:11:33.738 ⇒ 00:11:37.679 Craig Foldes: Alright, I’ll get going on sending you those emails. Any anything else.
138 00:11:38.470 ⇒ 00:11:42.330 Uttam Kumaran: I think that’s it. So there’s a big Google outage right now. So
139 00:11:42.640 ⇒ 00:11:47.479 Uttam Kumaran: like, I think his stuff should be back up. But like it’s impacting some of our stuff.
140 00:11:49.650 ⇒ 00:11:51.449 Uttam Kumaran: But that’s probably it. But there’s
141 00:11:51.720 ⇒ 00:11:54.230 Uttam Kumaran: there’s nothing to going on today. So I think we’re okay.
142 00:11:54.510 ⇒ 00:11:58.789 Craig Foldes: Alright! How have some of those calls gone? Have you talked to anybody that I put you in touch with.
143 00:11:59.020 ⇒ 00:12:10.790 Uttam Kumaran: Yes. Well, I’m gonna meet acid league on Monday. We’re gonna get, go grab some barbecue. Seems like a really cool guy. I actually went and bought some of the vinegar. It tasted good
144 00:12:11.540 ⇒ 00:12:15.439 Uttam Kumaran: and then I talked to provenance.
145 00:12:15.440 ⇒ 00:12:16.459 Craig Foldes: Oh, you did! You spoke with them.
146 00:12:16.460 ⇒ 00:12:18.230 Uttam Kumaran: I spoke with them today.
147 00:12:18.230 ⇒ 00:12:18.619 Craig Foldes: They want.
148 00:12:19.140 ⇒ 00:12:28.059 Uttam Kumaran: Anthony and Anton. They wanted they’re interested in something to help them speed up the sourcing process.
149 00:12:28.250 ⇒ 00:12:38.689 Uttam Kumaran: for, like new potential deals that they can do, and then also something to help them within their qualitative diligence, like recent news, recent funding, scraping, trustpilot, like
150 00:12:38.960 ⇒ 00:12:42.580 Uttam Kumaran: bunch of stuff that I think they probably go and spend hours like
151 00:12:42.760 ⇒ 00:12:59.360 Uttam Kumaran: getting and like coming up with like just looking. And then and then they want to form. They want to have some AI agent do a lot of that scraping and bring in the data I really kind of. And I haven’t even send you out of that meeting the meeting recording. But basically the way the way I tell them is like
152 00:12:59.740 ⇒ 00:13:12.649 Uttam Kumaran: for folks who who have these like ideas. I’m like you need to think of one thing that we can. I can show you what it’s like to work with brain force to go end to end on in 2 weeks. So like where it’s something you can time box. It’s like a very clear
153 00:13:12.850 ⇒ 00:13:13.840 Uttam Kumaran: I want.
154 00:13:14.010 ⇒ 00:13:28.239 Uttam Kumaran: I need this thing so I can produce this output. And here’s what the Roi on that is. And then also, the second thing is as the the initial things that we automate. I would love. If you have a couple of examples of what that looks like now, like the final version.
155 00:13:28.490 ⇒ 00:13:38.650 Uttam Kumaran: cause that way, I want to score our output right? I want to run evals over it. So I think that was really helpful. I think they’re gonna do a proof of concept with us. So I’m gonna put together.
156 00:13:38.998 ⇒ 00:13:46.450 Uttam Kumaran: A proposal for them like for something 2 weeks where I’m like, hey, think about a use case where we can go and deliver something to you on. And then
157 00:13:46.580 ⇒ 00:13:48.219 Uttam Kumaran: for us. It’s really helpful. Because
158 00:13:48.440 ⇒ 00:14:01.739 Uttam Kumaran: I bet on, hey, you’re gonna work with us. And you’re gonna realize, okay, this is like, these guys are legit. And yeah, they seem pretty cool. And also we have a lot of overlap in, like the types of clients like, we work with a lot of Cpg in that range as well. And so.
159 00:14:02.715 ⇒ 00:14:05.060 Craig Foldes: What about the real estate guys? David?
160 00:14:05.543 ⇒ 00:14:08.446 Uttam Kumaran: Yeah. So I talked to Darryl.
161 00:14:09.040 ⇒ 00:14:13.389 Uttam Kumaran: they were. They’re a little bit more all over the place, like they had, like
162 00:14:13.500 ⇒ 00:14:18.560 Uttam Kumaran: they had a couple of big use cases. I I actually gave them a lot of info. And I was like, Look.
163 00:14:19.080 ⇒ 00:14:22.390 Uttam Kumaran: you guys, are, you have like these fiver thing. Ideas, I said.
164 00:14:22.740 ⇒ 00:14:40.530 Uttam Kumaran: What I would recommend is, you can bring me in. I’ll do a 90 min like paid discovery. Where, like, I’ll help you guys literally pick one. And like, we can just talk about what what is like, just a small nugget of like proof of concept. We can work on there, and I think they’re like they give us a few weeks. We’re gonna try to figure that out. So.
165 00:14:40.810 ⇒ 00:14:44.040 Craig Foldes: Any others. I’m just asking, because I I can’t keep track. I.
166 00:14:44.040 ⇒ 00:14:51.320 Uttam Kumaran: Oh, that’s it! Those are the 3, those are the those are the 3. I’ll tell you. I’ll tell you how to acid leak goes the Providence one goes. I don’t think he’s.
167 00:14:51.320 ⇒ 00:14:57.170 Craig Foldes: He might have left Acid League to go build his. Another thing. I don’t know if he, if he started Acid League, but I don’t know the latest.
168 00:14:57.170 ⇒ 00:14:59.270 Uttam Kumaran: Oh, okay. Okay, cool. I’ll find.
169 00:14:59.270 ⇒ 00:14:59.840 Craig Foldes: Started it.
170 00:15:00.330 ⇒ 00:15:06.761 Uttam Kumaran: Yeah, I propose we go get pizza, and he’s like dude. I’m coming from Toronto. I want to get barbecue. I was like, Alright, let’s get barbecue.
171 00:15:07.290 ⇒ 00:15:07.579 Craig Foldes: I.
172 00:15:07.580 ⇒ 00:15:12.950 Uttam Kumaran: Okay, Barbecue, unless it’s like tourists coming into town, though, cause it’s speaking of.
173 00:15:12.950 ⇒ 00:15:13.829 Craig Foldes: The eating. Yeah.
174 00:15:13.830 ⇒ 00:15:19.620 Craig Foldes: need to email. Speaking of Austin, I I went. I drove to Aspen yesterday and hung out with holly from supergroup for like an hour and a half.
175 00:15:19.950 ⇒ 00:15:21.530 Craig Foldes: Oh, great! How is it?
176 00:15:21.760 ⇒ 00:15:23.160 Craig Foldes: It was great. It was great, just like
177 00:15:23.160 ⇒ 00:15:27.150 Craig Foldes: life advice, type stuff. I owe her an email. All right, I’ll get you all this stuff.
178 00:15:27.450 ⇒ 00:15:28.120 Uttam Kumaran: Okay.
179 00:15:28.120 ⇒ 00:15:28.550 Craig Foldes: Cool.
180 00:15:28.550 ⇒ 00:15:29.280 Uttam Kumaran: Casey, we can say.
181 00:15:29.280 ⇒ 00:15:30.910 Craig Foldes: Some other stuff to fill you in on later.
182 00:15:30.910 ⇒ 00:15:33.399 Uttam Kumaran: Okay, okay, perfect. Alright. I’ll see you soon.
183 00:15:37.960 ⇒ 00:15:40.220 Uttam Kumaran: You, seeing any of the history.
184 00:15:42.387 ⇒ 00:15:45.959 Casie Aviles: Yeah, these are the ones he has. So I’m just expecting.
185 00:15:45.960 ⇒ 00:15:47.440 Uttam Kumaran: Anything before that, though.
186 00:15:49.030 ⇒ 00:15:52.600 Casie Aviles: Oh, yeah, it’s like.
187 00:15:52.600 ⇒ 00:15:54.350 Uttam Kumaran: From January. Yeah.
188 00:15:55.540 ⇒ 00:15:58.769 Casie Aviles: This one, but it’s it’s found for founder series. But.
189 00:15:59.210 ⇒ 00:16:01.019 Uttam Kumaran: No, that’s let’s bring that to.
190 00:16:01.620 ⇒ 00:16:02.350 Casie Aviles: Okay.
191 00:16:05.970 ⇒ 00:16:09.370 Uttam Kumaran: The other thing you could do is you could hook into his Api and bring it. If you want.
192 00:16:12.010 ⇒ 00:16:13.950 Casie Aviles: Oh, I already downloaded them!
193 00:16:13.970 ⇒ 00:16:15.399 Uttam Kumaran: Oh, okay. Okay. Okay.
194 00:17:04.670 ⇒ 00:17:09.609 Casie Aviles: Yeah. Yeah. One of the challenges, I think for me is just, you know, getting the names here.
195 00:17:12.609 ⇒ 00:17:13.439 Uttam Kumaran: Cleaning it up.
196 00:17:14.010 ⇒ 00:17:14.690 Casie Aviles: Yeah.
197 00:17:14.920 ⇒ 00:17:16.900 Uttam Kumaran: But we can do a 1 time cleanup right?
198 00:17:18.020 ⇒ 00:17:18.820 Casie Aviles: Yeah, yeah.
199 00:17:22.910 ⇒ 00:17:25.439 Uttam Kumaran: Okay, maybe put it there, and I can help clean it up.
200 00:17:27.550 ⇒ 00:17:28.200 Casie Aviles: Okay.
201 00:17:28.660 ⇒ 00:17:36.190 Uttam Kumaran: Cause a lot of these people will do. We have like a a firm sheet with everybody like anybody who’s ever attended or no.
202 00:17:38.260 ⇒ 00:17:38.820 Casie Aviles: No.
203 00:17:38.820 ⇒ 00:17:39.490 Uttam Kumaran: And basically I’m.
204 00:17:39.490 ⇒ 00:17:40.040 Casie Aviles: Yes, or she.
205 00:17:40.040 ⇒ 00:17:48.009 Uttam Kumaran: Okay? Cause I wanna create. I’m gonna create a master Crm sheet which has their their name, aliases or email and could start filling it in.
206 00:17:49.720 ⇒ 00:17:57.440 Casie Aviles: Okay. But this is the Crm that, and that this is the list of the names that attendance. Yeah.
207 00:20:01.950 ⇒ 00:20:03.830 Casie Aviles: yeah, that should be the last one.
208 00:20:04.710 ⇒ 00:20:05.370 Uttam Kumaran: Okay.
209 00:20:58.980 ⇒ 00:21:02.379 Uttam Kumaran: alright. Thank you for helping on your day off. Appreciate it.
210 00:21:02.380 ⇒ 00:21:04.219 Casie Aviles: Oh, yeah, it’s fine.
211 00:21:11.630 ⇒ 00:21:14.279 Casie Aviles: Tomorrow I’ll be. I’ll be hosting the
212 00:21:16.250 ⇒ 00:21:21.126 Casie Aviles: demo. But I don’t think anyone has any anything to demo.
213 00:21:21.790 ⇒ 00:21:23.389 Uttam Kumaran: I have something to demo.
214 00:21:30.440 ⇒ 00:21:34.790 Uttam Kumaran: I’ll be demoing some I think some financial stuff.
215 00:21:35.660 ⇒ 00:21:36.510 Casie Aviles: Okay.
216 00:21:47.850 ⇒ 00:21:54.350 Casie Aviles: So like a faster way to kind of to move these around. Like I, I think these are different columns.
217 00:21:57.765 ⇒ 00:21:59.439 Uttam Kumaran: Hold on, let me open it on my side.
218 00:22:05.340 ⇒ 00:22:11.820 Uttam Kumaran: So are we, are we gonna use this sheet, or are we also gonna use the off the record.
219 00:22:12.750 ⇒ 00:22:17.440 Uttam Kumaran: We have the automation platform, and then we also have.
220 00:22:23.490 ⇒ 00:22:24.250 Casie Aviles: Oh, this way!
221 00:22:24.480 ⇒ 00:22:26.619 Uttam Kumaran: We have the Master Spreadsheet also.
222 00:22:31.630 ⇒ 00:22:36.401 Casie Aviles: And this one’s a little messy. But I was. I mainly use this for just
223 00:22:37.620 ⇒ 00:22:43.620 Casie Aviles: and for testing, and I eventually just moved it here, because it’s the one that Craig uses.
224 00:22:45.230 ⇒ 00:22:47.690 Uttam Kumaran: Should I? Should we just archive this.
225 00:22:49.210 ⇒ 00:22:51.140 Casie Aviles: This one? The old one. Yeah.
226 00:22:51.780 ⇒ 00:22:53.329 Uttam Kumaran: Do you need anything from it?
227 00:22:54.530 ⇒ 00:23:00.320 Casie Aviles: No, not not really. I’m not using it anymore. This one, I guess I’ll just copy this part.
228 00:23:02.900 ⇒ 00:23:03.600 Uttam Kumaran: Okay.
229 00:23:09.730 ⇒ 00:23:11.930 Uttam Kumaran: then I’m just gonna remove everybody.
230 00:23:13.897 ⇒ 00:23:16.919 Uttam Kumaran: Actually, can you trash it? You’re the owner.
231 00:23:18.530 ⇒ 00:23:19.190 Casie Aviles: Okay.
232 00:24:35.290 ⇒ 00:24:41.079 Uttam Kumaran: So in this spreadsheet. Wait, ask, wait, tell me again. So we want to fix this.
233 00:24:46.690 ⇒ 00:24:48.370 Uttam Kumaran: Which sheet do we want to work on.
234 00:24:52.520 ⇒ 00:24:53.250 Casie Aviles: There’s
235 00:24:55.800 ⇒ 00:24:57.200 Casie Aviles: Yeah, this one.
236 00:24:58.000 ⇒ 00:25:00.340 Uttam Kumaran: Oh, can you also give me edit access.
237 00:25:20.790 ⇒ 00:25:21.930 Casie Aviles: Okay, yeah.
238 00:31:09.630 ⇒ 00:31:16.280 Casie Aviles: yeah. Alright. I just clean to the meeting names and the meeting topics and the dates. So I guess the next thing is.
239 00:31:18.050 ⇒ 00:31:25.329 Casie Aviles: yeah, these names. Yeah, the the people’s names. Yeah, we need to fix that.
240 00:31:41.290 ⇒ 00:31:42.510 Uttam Kumaran: One second.
241 00:32:21.207 ⇒ 00:32:24.780 Uttam Kumaran: Wait! Can you show me one more time? Oh, so sheet 16.
242 00:32:25.790 ⇒ 00:32:32.800 Uttam Kumaran: The sheet. 16. 0, this is just our platform sheet. Okay? So I’m just gonna say, okay.
243 00:32:32.960 ⇒ 00:32:38.460 Uttam Kumaran: So oh, we’re looking at the 4, 28 off the record. Crm.
244 00:32:42.024 ⇒ 00:32:46.309 Casie Aviles: Yeah, this is where the this is the list of people.
245 00:32:47.460 ⇒ 00:32:48.120 Uttam Kumaran: Okay.
246 00:32:50.020 ⇒ 00:32:54.740 Casie Aviles: And then over. Here is the zoom attendance.
247 00:33:02.070 ⇒ 00:33:03.090 Casie Aviles: this one.
248 00:33:09.950 ⇒ 00:33:11.399 Uttam Kumaran: Which one is zoom attendance.
249 00:33:12.950 ⇒ 00:33:14.609 Casie Aviles: It’s over to the right.
250 00:33:15.060 ⇒ 00:33:17.440 Casie Aviles: This one otr zoom attendance.
251 00:33:19.440 ⇒ 00:33:22.679 Uttam Kumaran: Okay, can we clean up a couple of these? So what is sheet? 12.
252 00:33:24.660 ⇒ 00:33:25.370 Casie Aviles: Let me see.
253 00:33:25.700 ⇒ 00:33:26.970 Casie Aviles: Sheet 12.
254 00:33:29.970 ⇒ 00:33:30.850 Casie Aviles: Oh, I know.
255 00:33:31.139 ⇒ 00:33:36.640 Uttam Kumaran: Just gonna move it to the Crm sheet and put at the bottom. So we don’t just in case
256 00:34:04.750 ⇒ 00:34:07.540 Uttam Kumaran: can I change the name of the sheet. Otr zoom attendance.
257 00:34:08.699 ⇒ 00:34:09.649 Casie Aviles: Yes, yes.
258 00:34:31.679 ⇒ 00:34:35.198 Casie Aviles: Oh, this one’s the pivot table for the count
259 00:34:37.569 ⇒ 00:34:39.319 Casie Aviles: this one. I’m gonna move it.
260 00:34:39.320 ⇒ 00:34:42.000 Uttam Kumaran: Oh, otr, zoom! Attendance. Oh, okay, okay, okay.
261 00:34:45.600 ⇒ 00:34:46.549 Uttam Kumaran: alright. Hold on.
262 00:35:03.820 ⇒ 00:35:05.550 Uttam Kumaran: And I’m gonna lock this one.
263 00:35:08.620 ⇒ 00:35:11.689 Uttam Kumaran: Oh, I’ll just set permission. So that says, show one
264 00:35:40.620 ⇒ 00:35:43.630 Uttam Kumaran: the can I change type form responses the name.
265 00:35:46.490 ⇒ 00:35:47.780 Casie Aviles: Yeah. Go ahead.
266 00:36:13.580 ⇒ 00:36:17.930 Uttam Kumaran: So what I’m gonna do is I’m gonna put all the raw data at the end. Here.
267 00:36:24.690 ⇒ 00:36:25.749 Uttam Kumaran: see what I mean.
268 00:36:27.160 ⇒ 00:36:27.850 Casie Aviles: Okay.
269 00:36:28.800 ⇒ 00:36:33.379 Uttam Kumaran: And then we’re gonna also create couple of things. So we’re gonna create like a
270 00:36:40.970 ⇒ 00:36:42.829 Uttam Kumaran: and create a Crm section.
271 00:36:43.400 ⇒ 00:36:46.436 Uttam Kumaran: So this is gonna have this, we’re gonna create a
272 00:36:52.930 ⇒ 00:36:54.540 Uttam Kumaran: analysis section.
273 00:36:55.550 ⇒ 00:36:58.250 Uttam Kumaran: And then we’re gonna also create a schedule section.
274 00:37:16.060 ⇒ 00:37:18.080 Casie Aviles: I’m sorry. Just grouping them.
275 00:37:18.720 ⇒ 00:37:19.450 Uttam Kumaran: Yes.
276 00:37:20.600 ⇒ 00:37:25.830 Uttam Kumaran: So the other thing I’m gonna do here is I’m gonna change the color of this one to green.
277 00:37:26.020 ⇒ 00:37:31.269 Uttam Kumaran: Change the color of this one to blue.
278 00:37:34.940 ⇒ 00:37:37.789 Uttam Kumaran: change the color of this one to red
279 00:38:03.390 ⇒ 00:38:04.060 Uttam Kumaran: cool.
280 00:38:11.130 ⇒ 00:38:14.789 Uttam Kumaran: And then the other thing I’m gonna do is I’m just gonna change sort of how this
281 00:38:15.130 ⇒ 00:38:18.010 Uttam Kumaran: Crm sheet looks a bit. So
282 00:38:19.570 ⇒ 00:38:22.420 Uttam Kumaran: 1st thing I’m going to do is
283 00:38:29.020 ⇒ 00:38:32.280 Uttam Kumaran: I’m going to make these a bit smaller.
284 00:38:33.260 ⇒ 00:38:37.619 Uttam Kumaran: I’m also going to edit the formatting a bit. Show the grid lines.
285 00:38:38.240 ⇒ 00:38:44.019 Uttam Kumaran: I’m going to remove the alternating colors.
286 00:38:53.110 ⇒ 00:38:54.420 Uttam Kumaran: This row.
287 00:39:05.350 ⇒ 00:39:06.180 Uttam Kumaran: Okay?
288 00:39:07.590 ⇒ 00:39:11.079 Uttam Kumaran: Okay? I think for this one.
289 00:39:27.150 ⇒ 00:39:31.529 Uttam Kumaran: Oh, I can’t. I can’t edit this. Okay? Well, I’m gonna leave this here for now.
290 00:39:33.598 ⇒ 00:39:36.101 Uttam Kumaran: Okay, cool. So then what I’m gonna do is
291 00:39:36.870 ⇒ 00:39:38.960 Uttam Kumaran: I’ll I’ll create some.
292 00:39:50.530 ⇒ 00:39:54.440 Uttam Kumaran: I’m gonna create some summary tables that just show every all the data in one place.
293 00:39:56.490 ⇒ 00:39:57.100 Casie Aviles: Okay.
294 00:39:57.640 ⇒ 00:39:58.900 Uttam Kumaran: So I can work on that.
295 00:40:41.090 ⇒ 00:40:43.039 Uttam Kumaran: Okay, cool, that’s all. I had.
296 00:40:45.220 ⇒ 00:40:45.720 Casie Aviles: Okay.
297 00:40:45.720 ⇒ 00:40:50.079 Uttam Kumaran: You know what like. There’s a huge outage right now. So our N. 8 N. Was down for a bit.
298 00:40:50.920 ⇒ 00:40:56.816 Casie Aviles: Yeah, I did notice I was checking out the
299 00:40:57.440 ⇒ 00:41:00.390 Casie Aviles: and aiden earlier. And I saw this error.
300 00:41:02.010 ⇒ 00:41:02.690 Uttam Kumaran: Okay.
301 00:41:06.620 ⇒ 00:41:09.789 Casie Aviles: Okay? Yeah, I guess that’s it. Also for my end.
302 00:41:10.870 ⇒ 00:41:11.630 Uttam Kumaran: Okay.
303 00:41:12.330 ⇒ 00:41:13.250 Casie Aviles: Thanks O’don.
304 00:41:13.860 ⇒ 00:41:15.290 Uttam Kumaran: Thank you. Talk soon.