Meeting Title: Omni Dashboard Setup and Review Date: 2025-09-15 Meeting participants: Uttam Kumaran, Mustafa Raja, Scratchpad Notetaker, Caitlyn Vaughn
WEBVTT
1 00:00:24.190 ⇒ 00:00:27.920 Mustafa Raja: Do you like the new iPhone 17 Pro? I don’t like it.
2 00:00:28.710 ⇒ 00:00:30.180 Uttam Kumaran: I wanna get the air.
3 00:00:30.650 ⇒ 00:00:32.800 Mustafa Raja: Oh yeah, they’re… they’re schooling.
4 00:00:33.020 ⇒ 00:00:33.760 Uttam Kumaran: I want to get.
5 00:00:33.760 ⇒ 00:00:37.339 Mustafa Raja: This is the one camera that’s throwing me off.
6 00:00:37.680 ⇒ 00:00:40.129 Mustafa Raja: Everything else is really good about it, though.
7 00:00:41.570 ⇒ 00:00:42.540 Uttam Kumaran: Hey, Caitlin.
8 00:00:42.540 ⇒ 00:00:43.750 Caitlyn Vaughn: What’s up, kids?
9 00:00:43.990 ⇒ 00:00:47.260 Uttam Kumaran: I wanna get the new AirPods. I heard it’s really good.
10 00:00:47.530 ⇒ 00:00:48.509 Caitlyn Vaughn: Oh, really?
11 00:00:48.510 ⇒ 00:00:51.750 Uttam Kumaran: Yeah, AirPods 4, or AirPods 3, I think.
12 00:00:51.750 ⇒ 00:00:53.120 Caitlyn Vaughn: What’s so good about them?
13 00:00:53.330 ⇒ 00:00:57.479 Uttam Kumaran: There’s more noise canceling, I think, and then there’s more battery life.
14 00:00:57.480 ⇒ 00:01:04.840 Caitlyn Vaughn: Yeah, that’s a big one. My headphones died, my AirPods, when I was flying back from New York on Saturday.
15 00:01:04.840 ⇒ 00:01:05.340 Uttam Kumaran: Yeah.
16 00:01:05.340 ⇒ 00:01:08.320 Caitlyn Vaughn: And I had the last, like, hour of the flight without headphones, and it sucked.
17 00:01:09.820 ⇒ 00:01:15.540 Uttam Kumaran: Yeah, I wear… I usually… I wear them for, like, so long, and so they always run out of battery.
18 00:01:15.540 ⇒ 00:01:16.710 Caitlyn Vaughn: Yeah, me too.
19 00:01:16.710 ⇒ 00:01:19.300 Uttam Kumaran: And, yeah, so…
20 00:01:19.940 ⇒ 00:01:27.849 Caitlyn Vaughn: Well, we’re putting together some stuff for you, or just, like, trying to cobble it all together, but I have… but, like, I think this meeting, I actually want to, like.
21 00:01:27.880 ⇒ 00:01:31.249 Uttam Kumaran: You can use it more, like, work through and put together some views that you like.
22 00:01:32.130 ⇒ 00:01:38.669 Uttam Kumaran: So, a couple things that work. One, this is a tool called Omni. Probably, like, my favorite…
23 00:01:38.670 ⇒ 00:01:46.169 Caitlyn Vaughn: dashboarding tool that exists on the market right now, it’s, like, really, really nice to work with. It’s a mix of, like, Tableau and Looker.
24 00:01:46.200 ⇒ 00:01:47.470 Uttam Kumaran: Close to us.
25 00:01:47.580 ⇒ 00:01:56.359 Uttam Kumaran: So we should try this. We showed you RIL. It’s okay, it’s really flexible, but I can already tell that I think many people in your team are gonna wanna…
26 00:01:56.750 ⇒ 00:02:05.119 Uttam Kumaran: do stuff and query stuff, so… this is a little bit better. So I want to sort of, like, show you guys this, and then play around with it, and…
27 00:02:05.270 ⇒ 00:02:07.560 Uttam Kumaran: And see if this is something you guys like.
28 00:02:07.640 ⇒ 00:02:08.870 Caitlyn Vaughn: Cool.
29 00:02:09.130 ⇒ 00:02:15.470 Uttam Kumaran: So, one thing that I’m just gonna do now is I… Mustafa was working on this.
30 00:02:15.690 ⇒ 00:02:20.610 Uttam Kumaran: And I was just putting stuff together. Mustafa, can you… you still can’t add your stuff here, or…
31 00:02:21.250 ⇒ 00:02:23.569 Mustafa Raja: Yeah, let me…
32 00:02:23.570 ⇒ 00:02:29.770 Uttam Kumaran: You can log in and log in and see what happens. Otherwise, I’ll copy… I’ll copy my stuff to yours.
33 00:02:31.150 ⇒ 00:02:32.240 Mustafa Raja: Let me see…
34 00:02:33.990 ⇒ 00:02:35.559 Uttam Kumaran: I’m just gonna pull up…
35 00:02:51.090 ⇒ 00:02:52.210 Mustafa Raja: I still cannot…
36 00:02:52.560 ⇒ 00:02:53.250 Uttam Kumaran: Okay.
37 00:02:54.380 ⇒ 00:02:56.499 Uttam Kumaran: then I’ll just add mine to yours.
38 00:02:59.380 ⇒ 00:03:00.890 Uttam Kumaran: So…
39 00:03:15.830 ⇒ 00:03:17.939 Uttam Kumaran: How do I import this tab?
40 00:03:20.900 ⇒ 00:03:21.620 Uttam Kumaran: Hold on.
41 00:03:27.790 ⇒ 00:03:31.670 Uttam Kumaran: Workbook… No.
42 00:03:36.080 ⇒ 00:03:41.019 Uttam Kumaran: Okay, so that’s fine, so… That’s great.
43 00:03:45.050 ⇒ 00:03:46.670 Uttam Kumaran: So I’m going to…
44 00:03:51.940 ⇒ 00:03:56.129 Uttam Kumaran: the dashboard… Regan, I’m gonna bring in this.
45 00:04:01.640 ⇒ 00:04:03.100 Uttam Kumaran: Add a tile…
46 00:04:08.660 ⇒ 00:04:10.840 Uttam Kumaran: And…
47 00:04:15.990 ⇒ 00:04:16.760 Uttam Kumaran: Okay.
48 00:04:17.269 ⇒ 00:04:18.600 Uttam Kumaran: Vintage slides.
49 00:04:19.220 ⇒ 00:04:24.919 Uttam Kumaran: oh, and you want me to add my other one, right, Mustafo?
50 00:04:25.750 ⇒ 00:04:26.610 Mustafa Raja: Oh, yeah.
51 00:04:30.070 ⇒ 00:04:31.100 Mustafa Raja: Yeah, this one.
52 00:04:45.930 ⇒ 00:04:55.549 Uttam Kumaran: Okay, so Caitlin, do you want to see if you can actually log in and access this? So this is our, like, demo instance.
53 00:04:56.180 ⇒ 00:05:02.379 Uttam Kumaran: But we could keep using it until you guys like it, and we can… Yeah, set one up, just…
54 00:05:02.380 ⇒ 00:05:04.110 Caitlyn Vaughn: Yeah, this is Omni, right?
55 00:05:04.110 ⇒ 00:05:09.379 Uttam Kumaran: This is Omni, yeah. Are you guys talking to them about… have you talked to them for business, for default stuff?
56 00:05:09.530 ⇒ 00:05:10.340 Caitlyn Vaughn: -Oh.
57 00:05:12.270 ⇒ 00:05:17.550 Uttam Kumaran: That’d be a good conversation. I’ll tell them they have that installed default first to get through, so sign you guys up.
58 00:05:17.550 ⇒ 00:05:19.820 Caitlyn Vaughn: Is it on the analytics?
59 00:05:19.820 ⇒ 00:05:22.170 Uttam Kumaran: Omni.co, yeah, yeah.
60 00:05:22.490 ⇒ 00:05:24.450 Uttam Kumaran: Okay, and then.
61 00:05:24.740 ⇒ 00:05:26.100 Caitlyn Vaughn: Who do we log in as?
62 00:05:26.100 ⇒ 00:05:28.179 Uttam Kumaran: So I invo- I sent you an invite
63 00:05:28.560 ⇒ 00:05:32.660 Uttam Kumaran: Before this meeting, so maybe you should see that on your side.
64 00:05:43.910 ⇒ 00:05:45.489 Caitlyn Vaughn: I do not have it, let’s see.
65 00:05:46.430 ⇒ 00:05:47.580 Caitlyn Vaughn: There it is.
66 00:05:53.810 ⇒ 00:05:56.419 Caitlyn Vaughn: My brain is, like, melting right now.
67 00:05:56.420 ⇒ 00:05:57.999 Uttam Kumaran: Why? It’s only Monday.
68 00:05:58.150 ⇒ 00:06:01.680 Caitlyn Vaughn: I know, I’ve been on call since, like, 9.
69 00:06:01.710 ⇒ 00:06:04.549 Uttam Kumaran: Oh, okay, then this one… this one should be chill.
70 00:06:04.860 ⇒ 00:06:07.389 Caitlyn Vaughn: Yeah, but I’ve been, like, leading calls since 9.
71 00:06:07.390 ⇒ 00:06:09.090 Uttam Kumaran: Yeah, yeah, yeah, yeah.
72 00:06:09.090 ⇒ 00:06:15.580 Caitlyn Vaughn: Like, Nika’s like, I want you to do more leading. And he’s like, now you run all the meetings. I’m like, oh.
73 00:06:16.720 ⇒ 00:06:21.689 Uttam Kumaran: It’s… yeah. I’m also doing that now. I’m telling other people to lead.
74 00:06:21.950 ⇒ 00:06:22.650 Caitlyn Vaughn: But yeah.
75 00:06:22.650 ⇒ 00:06:29.230 Uttam Kumaran: Because I, like, can catch things as they fall, and I need to do that, versus, like, it’s hard for me to come prepared for all the meetings.
76 00:06:29.230 ⇒ 00:06:41.340 Caitlyn Vaughn: Yeah, that’s what Nico says, too. He’s like, you know what’s going on more than I know what’s going on. I’m like, I don’t know. Anyways, okay. I am logged in, which…
77 00:06:42.060 ⇒ 00:06:46.709 Uttam Kumaran: You can just see that link I sent in Zoom, if you can just open that dashboard.
78 00:06:51.130 ⇒ 00:06:51.860 Caitlyn Vaughn: Okay.
79 00:06:52.390 ⇒ 00:06:55.879 Uttam Kumaran: And you should see this, like, what I’m looking at, basically.
80 00:06:55.880 ⇒ 00:06:59.340 Caitlyn Vaughn: I can, and mine’s nice and, like, dark colored, which is nice.
81 00:06:59.340 ⇒ 00:07:16.739 Uttam Kumaran: Cool. So basically, I wanted to just work with you on producing some stuff, like, we have the core objects here. They kind of cut off, like, mid-August, though, so, like, if we’re okay to show data, like, August and before, I think we can actually show some interesting stuff.
82 00:07:18.170 ⇒ 00:07:26.829 Uttam Kumaran: But, like, to give you a sense of, like, what we, what we have in the… dataset,
83 00:07:27.470 ⇒ 00:07:34.380 Uttam Kumaran: We have everything around forums, around meetings, Members… queues…
84 00:07:35.140 ⇒ 00:07:38.899 Uttam Kumaran: Queue members, and then submissions, and teams.
85 00:07:39.600 ⇒ 00:07:42.670 Uttam Kumaran: So, a couple things that I’ve,
86 00:07:43.480 ⇒ 00:07:52.010 Uttam Kumaran: A couple things that we’ve started poking at is, like, looking at the top teams, looking at member growth, meeting growth.
87 00:07:52.640 ⇒ 00:07:54.460 Uttam Kumaran: But I’m kind of curious…
88 00:07:54.700 ⇒ 00:08:05.230 Uttam Kumaran: maybe we could just work together on this to start to, like, poke at a couple mores, and I can polish that. We could just get, like, them as basic tables, and I can polish the viz, and sort of put it in this dashboard for you.
89 00:08:05.810 ⇒ 00:08:12.289 Uttam Kumaran: So, like, I have some thoughts, like, for me, it was… I wanted to see, sort of, like.
90 00:08:12.570 ⇒ 00:08:24.379 Uttam Kumaran: new forms created over time. We wanted to look at, like, submissions, but is there anything that, like, jumps to mind that you would want to show tomorrow that we can…
91 00:08:25.310 ⇒ 00:08:26.770 Uttam Kumaran: Try to make happen.
92 00:08:28.420 ⇒ 00:08:31.900 Caitlyn Vaughn: Yeah, so… I’m trying to think, like…
93 00:08:32.770 ⇒ 00:08:37.650 Caitlyn Vaughn: what would be compelling? I mean, like, at this moment.
94 00:08:37.960 ⇒ 00:08:46.710 Caitlyn Vaughn: there’s obviously, like, very little observability, and I think the com- the company in general is, like, pretty pessimistic about our own product, and, like.
95 00:08:46.710 ⇒ 00:08:47.170 Uttam Kumaran: Okay.
96 00:08:47.170 ⇒ 00:08:48.220 Caitlyn Vaughn: customers.
97 00:08:48.460 ⇒ 00:08:48.900 Uttam Kumaran: Yes.
98 00:08:48.900 ⇒ 00:08:49.540 Caitlyn Vaughn: Well, I’m trying.
99 00:08:49.540 ⇒ 00:08:52.100 Uttam Kumaran: What is, like, what do people say, typically?
100 00:08:52.380 ⇒ 00:08:56.940 Caitlyn Vaughn: I mean, they’re basically like, our product is terrible, everybody’s gonna churn, like…
101 00:08:56.940 ⇒ 00:08:57.580 Uttam Kumaran: Correct.
102 00:08:57.580 ⇒ 00:09:01.369 Caitlyn Vaughn: You know, people hate our product, and they only use it because they have to.
103 00:09:01.370 ⇒ 00:09:02.610 Uttam Kumaran: Yeah.
104 00:09:02.610 ⇒ 00:09:13.019 Caitlyn Vaughn: Which is, I mean, it’s not true, right? Like, ultimately, all we do is spend time going through Slack, like, hammering down angry customers, which is, like, any company, right?
105 00:09:13.020 ⇒ 00:09:13.580 Uttam Kumaran: Yeah.
106 00:09:13.580 ⇒ 00:09:20.819 Caitlyn Vaughn: But I’ve been doing a bunch of, like, product calls and product feedback calls with some of our, like, biggest companies, like Cherry and.
107 00:09:20.820 ⇒ 00:09:21.250 Uttam Kumaran: tests.
108 00:09:21.250 ⇒ 00:09:27.240 Caitlyn Vaughn: properly and ample market, and they’re all stoked. Like, there’s certainly shit that needs to get fixed, which is why we’re.
109 00:09:27.240 ⇒ 00:09:27.689 Uttam Kumaran: Yeah, yeah, yeah.
110 00:09:27.690 ⇒ 00:09:31.370 Caitlyn Vaughn: But, like… They’re… they, like, love default, so…
111 00:09:32.140 ⇒ 00:09:35.169 Caitlyn Vaughn: I know it’s pretty broad, but I’m thinking…
112 00:09:35.350 ⇒ 00:09:38.280 Caitlyn Vaughn: I don’t think you’ll have this data, but I want to do, like.
113 00:09:38.370 ⇒ 00:09:45.149 Uttam Kumaran: retention, like, customer retention, like, year over year, which we don’t have a ton of, because we’re kind of new. I would love to do, like.
114 00:09:45.270 ⇒ 00:09:49.069 Caitlyn Vaughn: Workflow runs per month, probably?
115 00:09:49.200 ⇒ 00:09:51.319 Caitlyn Vaughn: Like, and then over time…
116 00:09:51.640 ⇒ 00:09:52.370 Uttam Kumaran: Okay.
117 00:09:52.650 ⇒ 00:09:59.609 Caitlyn Vaughn: I would love to do… maybe, like, average number of forms created per… per instance.
118 00:09:59.870 ⇒ 00:10:00.670 Uttam Kumaran: Okay.
119 00:10:00.860 ⇒ 00:10:02.960 Caitlyn Vaughn: I would love to do…
120 00:10:04.070 ⇒ 00:10:07.200 Caitlyn Vaughn: Average number of, like, workflows created, per instance.
121 00:10:09.620 ⇒ 00:10:11.939 Caitlyn Vaughn: I’m trying to think what else…
122 00:10:17.330 ⇒ 00:10:23.050 Uttam Kumaran: So, I don’t have… workflow data. I have forms.
123 00:10:23.710 ⇒ 00:10:33.570 Uttam Kumaran: So we can do, like, form created over time, kind of, like, cumulative, We can do… Like…
124 00:10:34.090 ⇒ 00:10:37.849 Uttam Kumaran: We’ll try to look at meetings or submissions over time as well.
125 00:10:37.850 ⇒ 00:10:39.340 Caitlyn Vaughn: Can you do meetings booked?
126 00:10:39.980 ⇒ 00:10:42.359 Uttam Kumaran: Yeah, so let’s go to meetings…
127 00:10:42.610 ⇒ 00:10:51.269 Uttam Kumaran: And this is where, like, I’m gonna… I’m gonna need some help to understand, like, what… what booked means versus, like, it’s Chris… is it just, like, if the meeting’s created?
128 00:10:51.270 ⇒ 00:10:52.770 Caitlyn Vaughn: Yeah, that’s fine.
129 00:10:53.960 ⇒ 00:10:55.619 Uttam Kumaran: Alright, so let’s just see the…
130 00:11:04.240 ⇒ 00:11:07.680 Uttam Kumaran: and I can make.
131 00:11:07.680 ⇒ 00:11:09.679 Caitlyn Vaughn: Oh, wow. Yeah, that’s awesome.
132 00:11:09.930 ⇒ 00:11:16.470 Uttam Kumaran: Yeah, so I’ll try to make this, like… Cumulative, if possible.
133 00:11:22.120 ⇒ 00:11:23.620 Uttam Kumaran: I’ve also muted.
134 00:11:25.240 ⇒ 00:11:31.170 Uttam Kumaran: to Omni as well. Okay, so then this is good. I think I want to make this… Weekly…
135 00:11:35.320 ⇒ 00:11:38.789 Uttam Kumaran: And then… do as, like, a bar…
136 00:11:39.390 ⇒ 00:11:41.999 Uttam Kumaran: And then I want to filter…
137 00:11:45.060 ⇒ 00:11:51.300 Uttam Kumaran: 10 middle… Before… I don’t agree.
138 00:11:55.890 ⇒ 00:11:58.399 Uttam Kumaran: A… I don’t know why this…
139 00:11:59.880 ⇒ 00:12:06.510 Uttam Kumaran: why it just falls off, maybe it’s the data we got, but it seems like it’s probably accurate until here.
140 00:12:07.050 ⇒ 00:12:09.629 Uttam Kumaran: But, roughly, meetings are…
141 00:12:09.990 ⇒ 00:12:15.089 Uttam Kumaran: going up. The meetings per day booked are going up, and this isn’t even, like, cumulative, so that’s really great.
142 00:12:15.710 ⇒ 00:12:17.279 Caitlyn Vaughn: Yeah, why the heck did it fall off?
143 00:12:17.280 ⇒ 00:12:17.819 Uttam Kumaran: Definitely don’t.
144 00:12:17.820 ⇒ 00:12:18.540 Caitlyn Vaughn: a lot.
145 00:12:18.540 ⇒ 00:12:21.109 Uttam Kumaran: Yeah, the data I got, sure.
146 00:12:21.110 ⇒ 00:12:22.180 Caitlyn Vaughn: Goddammit.
147 00:12:25.030 ⇒ 00:12:31.730 Uttam Kumaran: If I bug Thomas to give you, like, an updated… Yeah, I’ll just… we’ll just… we’ll just swap it out.
148 00:12:31.730 ⇒ 00:12:33.410 Caitlyn Vaughn: Is it easy to do, or no?
149 00:12:33.410 ⇒ 00:12:37.590 Uttam Kumaran: Yeah, so let me, let me just send you the drive that I got from Victor.
150 00:12:37.930 ⇒ 00:12:42.459 Uttam Kumaran: And it is very easy to do.
151 00:12:43.400 ⇒ 00:12:48.309 Caitlyn Vaughn: Yeah, because I’m in a chat now with Victor and Thomas. I think Thomas sent you.
152 00:12:49.320 ⇒ 00:12:53.379 Uttam Kumaran: So, I just… I just sent you this in Google Drive… I sent you this in the Zoom chat, this Google Drive.
153 00:12:54.100 ⇒ 00:12:58.580 Uttam Kumaran: Yes, Thomas did. Thomas Pilgr, yeah, so yeah, exactly. Sorry, I didn’t…
154 00:12:59.930 ⇒ 00:13:10.350 Uttam Kumaran: Yes, so if I could just get, like, literally whatever this is, an updated one, it would take me 2 minutes to swap it, but I’ll keep… we can keep working on charts and assume it’s gonna get, like.
155 00:13:11.570 ⇒ 00:13:13.700 Uttam Kumaran: it’ll get fixed once I load it in, so…
156 00:13:13.700 ⇒ 00:13:15.540 Caitlyn Vaughn: Yeah.
157 00:13:15.540 ⇒ 00:13:16.420 Uttam Kumaran: Okay, so this one…
158 00:13:16.420 ⇒ 00:13:19.729 Caitlyn Vaughn: I wonder if he can include workflow data, too.
159 00:13:19.730 ⇒ 00:13:20.510 Uttam Kumaran: Yeah.
160 00:13:24.270 ⇒ 00:13:26.050 Uttam Kumaran: Okay, so…
161 00:14:08.900 ⇒ 00:14:16.299 Caitlyn Vaughn: So all of this is just from the exported data, and not from, like, segment or amplitude?
162 00:14:16.300 ⇒ 00:14:19.180 Uttam Kumaran: No, it’s all from exported data.
163 00:14:19.180 ⇒ 00:14:22.240 Caitlyn Vaughn: Okay. So what we’re gonna find is the difference.
164 00:14:22.240 ⇒ 00:14:31.799 Uttam Kumaran: is gonna be… we’re not gonna be, like… a lot of these objects have timestamps, right? So, created at, deleted at, updated at.
165 00:14:31.930 ⇒ 00:14:37.290 Uttam Kumaran: But not… we don’t have the data, for example, like, when this button was pressed.
166 00:14:37.640 ⇒ 00:14:40.569 Uttam Kumaran: So we have, like, the start and finish line.
167 00:14:40.660 ⇒ 00:14:52.029 Uttam Kumaran: the stuff in the middle is where we have to get the data from Amplitude. So that’s sort of, like, what the main difference is, is, like, things like buttons are pressed, or different in-product activities.
168 00:14:52.090 ⇒ 00:15:05.599 Uttam Kumaran: But, like, for example, there’s a whole road before someone books a meeting where they have to click a bunch of things. And that is stuff that, like, it’s gonna get hard to track here, but as soon as it gets created in the database, it’ll be made available here.
169 00:15:05.770 ⇒ 00:15:10.670 Caitlyn Vaughn: Yeah, so, like, events… you can track events in here, but signals in amplitude.
170 00:15:10.670 ⇒ 00:15:22.679 Uttam Kumaran: Yeah, and then we’ll also bring… we can bring in the Amplitude data in here, so, like, it’s only one shop for reporting. But that’s where, like, Amplitude is a lot more flexible, because in the back end, you’re not going to track, like.
171 00:15:22.940 ⇒ 00:15:25.469 Uttam Kumaran: Every single object interaction.
172 00:15:25.470 ⇒ 00:15:25.880 Caitlyn Vaughn: Hmm.
173 00:15:25.880 ⇒ 00:15:29.299 Uttam Kumaran: You just want to sh… we’ll just shove into amplitude, basically.
174 00:15:30.080 ⇒ 00:15:33.169 Caitlyn Vaughn: Yeah, we also have equals. Have you heard of equals?
175 00:15:33.170 ⇒ 00:15:35.700 Uttam Kumaran: Yes, I have. What do you guys use equals for?
176 00:15:36.220 ⇒ 00:15:44.180 Caitlyn Vaughn: We’re using it right now for, like, financial data. So, all of our, like, Salesforce revenue…
177 00:15:44.180 ⇒ 00:15:44.640 Uttam Kumaran: Right, good.
178 00:15:44.640 ⇒ 00:15:45.240 Caitlyn Vaughn: F.
179 00:15:45.420 ⇒ 00:15:47.600 Caitlyn Vaughn: We’re, like, spinning it up right now, actually.
180 00:15:47.600 ⇒ 00:15:54.020 Uttam Kumaran: Cool, okay. So, I mean, yeah, I mean, I feel like Equals kind of does this, but I think they pivoted to just, like.
181 00:15:54.340 ⇒ 00:15:57.220 Uttam Kumaran: sales-focused. It’s not… it’s not like…
182 00:15:57.630 ⇒ 00:16:01.500 Uttam Kumaran: I don’t know still whether you can do… product.
183 00:16:02.220 ⇒ 00:16:03.160 Uttam Kumaran: reporting.
184 00:16:03.800 ⇒ 00:16:08.730 Uttam Kumaran: It’s, like, the most flexible, where you could just shove anything into here,
185 00:16:09.470 ⇒ 00:16:16.539 Uttam Kumaran: So, it’s pretty easy, and company has a lot of AI stuff, too, so once we get everything set up, you’ll easily be able to ask, like.
186 00:16:16.830 ⇒ 00:16:19.529 Uttam Kumaran: Some of these questions, and it’ll generate it pretty fast.
187 00:16:19.530 ⇒ 00:16:22.079 Caitlyn Vaughn: Yeah, let’s just keep it in here, then.
188 00:16:22.080 ⇒ 00:16:26.680 Uttam Kumaran: Okay, so… this is great, let me go back to the dashboard.
189 00:16:32.070 ⇒ 00:16:36.260 Uttam Kumaran: Okay, so we got members added… Meetings booked.
190 00:16:37.150 ⇒ 00:16:39.140 Uttam Kumaran: I have, like, top teams here.
191 00:16:39.510 ⇒ 00:16:44.839 Uttam Kumaran: This one, I want to make cumulative.
192 00:16:47.230 ⇒ 00:16:48.230 Uttam Kumaran: Yes.
193 00:17:19.349 ⇒ 00:17:20.819 Uttam Kumaran: Yay!
194 00:17:21.530 ⇒ 00:17:22.770 Uttam Kumaran: That looks nice.
195 00:17:23.250 ⇒ 00:17:24.510 Caitlyn Vaughn: Harriet, what is that?
196 00:17:24.880 ⇒ 00:17:28.759 Uttam Kumaran: This is, like, total… this is cumulative teams created over time.
197 00:17:29.660 ⇒ 00:17:34.660 Uttam Kumaran: the, like… I mean, you’re almost at 500 teams, basically, actually.
198 00:17:35.250 ⇒ 00:17:37.939 Uttam Kumaran: I guess I’ll filter for deleted teams, let me just do that.
199 00:17:41.000 ⇒ 00:17:41.690 Uttam Kumaran: -Oh.
200 00:17:45.710 ⇒ 00:17:46.830 Uttam Kumaran: Filtered…
201 00:17:52.530 ⇒ 00:18:04.060 Caitlyn Vaughn: Okay, I said, hey Thomas, can you send over updates? Also, can you include workflows table? And he said, sure, the workflows table hasn’t been used in a while, and workflows are in the column in the forms table.
202 00:18:04.250 ⇒ 00:18:07.810 Uttam Kumaran: Oh, that’s right. Yeah. Okay. Then I can get it.
203 00:18:09.620 ⇒ 00:18:11.690 Uttam Kumaran: Yeah, yeah, yeah, okay, great. Dope.
204 00:18:12.390 ⇒ 00:18:14.429 Uttam Kumaran: Then we can look at,
205 00:18:16.210 ⇒ 00:18:19.429 Uttam Kumaran: Well, I don’t know if I have a workflow created at…
206 00:18:25.490 ⇒ 00:18:28.450 Uttam Kumaran: Workflows are independent forms.
207 00:18:32.350 ⇒ 00:18:33.990 Caitlyn Vaughn: Let me look at the forms table.
208 00:18:33.990 ⇒ 00:18:37.149 Uttam Kumaran: Yeah, okay, so let’s just take a look. So let me go back to…
209 00:18:38.070 ⇒ 00:18:41.329 Caitlyn Vaughn: I can’t see the sheet that you sent over, by the way, the Google sheet.
210 00:18:42.610 ⇒ 00:18:47.249 Uttam Kumaran: oh, Karen, like, it’s just not… you don’t have access?
211 00:18:47.950 ⇒ 00:18:48.870 Caitlyn Vaughn: Yeah.
212 00:18:48.870 ⇒ 00:18:49.970 Uttam Kumaran: Okay, here.
213 00:18:52.420 ⇒ 00:18:56.680 Uttam Kumaran: It’s just a… it’s just a drive with… CSVs in it.
214 00:18:56.680 ⇒ 00:18:57.590 Caitlyn Vaughn: Yeah, yeah.
215 00:18:58.800 ⇒ 00:19:03.850 Uttam Kumaran: And then let me… okay, let’s try that. So, workflows over time…
216 00:19:15.510 ⇒ 00:19:16.530 Uttam Kumaran: forms…
217 00:19:20.640 ⇒ 00:19:22.590 Uttam Kumaran: Let’s just look at the data real quick.
218 00:19:29.340 ⇒ 00:19:34.360 Uttam Kumaran: Okay… Hello… Oops.
219 00:19:37.630 ⇒ 00:19:38.340 Uttam Kumaran: No.
220 00:19:39.700 ⇒ 00:19:42.280 Uttam Kumaran: Oh, okay, so I can get it out of this.
221 00:19:47.290 ⇒ 00:19:50.110 Uttam Kumaran: So this is the workflow itself.
222 00:19:52.620 ⇒ 00:19:54.219 Uttam Kumaran: It’s looking like a recent one.
223 00:20:01.900 ⇒ 00:20:05.699 Uttam Kumaran: Form, so form name, untitled workflow.
224 00:20:06.360 ⇒ 00:20:10.280 Uttam Kumaran: Website DN on the workflow. Okay, so this is, like…
225 00:20:20.250 ⇒ 00:20:24.740 Uttam Kumaran: So I don’t… it doesn’t look like I have a workflow created app, but…
226 00:20:25.120 ⇒ 00:20:27.500 Uttam Kumaran: I have a form created at…
227 00:20:27.960 ⇒ 00:20:30.859 Uttam Kumaran: And then I have the workflow attached to the form.
228 00:20:31.390 ⇒ 00:20:34.560 Uttam Kumaran: Like, helpful to look at… yeah, sorry, go ahead.
229 00:20:35.230 ⇒ 00:20:40.820 Caitlyn Vaughn: You know, that’s it. The, like, workflows have… well, most workflows are built on top of forms at this point.
230 00:20:41.590 ⇒ 00:20:50.039 Uttam Kumaran: So, could I… could we look at forms with workflows over time? Like, if a form doesn’t… basically, there will be some… can there be… there can be forms without workflows, right?
231 00:20:50.280 ⇒ 00:20:53.740 Caitlyn Vaughn: Yeah… Hmm…
232 00:20:54.640 ⇒ 00:20:57.960 Uttam Kumaran: Maybe not. Okay, so let’s find out. So if I look at, like.
233 00:20:57.960 ⇒ 00:21:03.780 Caitlyn Vaughn: Like, there can be, but I don’t know if that’s, like, helpful data for us, because we do have, like, probably a dozen triggers now.
234 00:21:03.780 ⇒ 00:21:04.800 Uttam Kumaran: Okay, okay.
235 00:21:05.290 ⇒ 00:21:10.229 Uttam Kumaran: So, forms… And then we’ll take a look at,
236 00:21:12.960 ⇒ 00:21:20.100 Uttam Kumaran: So some of these have a workflow, some of these… okay, so this is the actual… form name…
237 00:21:20.650 ⇒ 00:21:25.829 Uttam Kumaran: like, untitled form, for example, and then we want to bring up the published app, right? So…
238 00:21:27.690 ⇒ 00:21:31.440 Uttam Kumaran: So let’s take a look at everything that’s just published for now.
239 00:21:43.960 ⇒ 00:21:47.250 Uttam Kumaran: So, for example, these were just published…
240 00:21:47.530 ⇒ 00:21:54.920 Uttam Kumaran: Oh, yeah, sorry, this is August. Okay, so August. Ops, outreach, sequence triggers, this is the name of the form, it’s like…
241 00:21:55.270 ⇒ 00:22:01.340 Uttam Kumaran: Copy of untitled form… This is the workflow ID.
242 00:22:02.020 ⇒ 00:22:07.409 Uttam Kumaran: So some of these don’t have a workflow ID associated, but there is a workflow within it.
243 00:22:08.050 ⇒ 00:22:09.090 Caitlyn Vaughn: Hmm…
244 00:22:11.810 ⇒ 00:22:12.460 Uttam Kumaran: Oh.
245 00:22:13.660 ⇒ 00:22:14.970 Uttam Kumaran: Okay, so no.
246 00:22:15.860 ⇒ 00:22:19.350 Uttam Kumaran: Let’s see… Let’s see what else we got.
247 00:22:29.130 ⇒ 00:22:36.359 Uttam Kumaran: This is active… Workflow description, form, version…
248 00:22:38.810 ⇒ 00:22:45.670 Uttam Kumaran: So, I don’t think this workflow ID… means much.
249 00:22:49.150 ⇒ 00:22:50.570 Uttam Kumaran: But some of these…
250 00:22:52.340 ⇒ 00:22:58.419 Caitlyn Vaughn: Do you… can you append the data, or do you need the full data again? Like, up-to-date?
251 00:23:00.680 ⇒ 00:23:06.870 Uttam Kumaran: Is, like, can he get the… if I can get the whole thing, that’d be great.
252 00:23:07.280 ⇒ 00:23:08.330 Caitlyn Vaughn: Yeah, yeah, that’s fine.
253 00:23:08.330 ⇒ 00:23:12.749 Uttam Kumaran: Yeah, if I can just take, I’ll just do a… I’ll just do a straight replace versus a pending.
254 00:23:21.090 ⇒ 00:23:25.389 Uttam Kumaran: Do you care much about submissions? Because that’s the biggest file, is the submissions table.
255 00:23:26.460 ⇒ 00:23:29.970 Caitlyn Vaughn: Yeah, submissions would be great, like, form submissions.
256 00:23:29.970 ⇒ 00:23:30.590 Uttam Kumaran: Yeah.
257 00:24:04.740 ⇒ 00:24:07.020 Uttam Kumaran: So we can just look at, like, published…
258 00:24:10.050 ⇒ 00:24:12.020 Uttam Kumaran: Published forms, maybe?
259 00:24:14.430 ⇒ 00:24:17.860 Caitlyn Vaughn: Let’s look at… can we look at created forms?
260 00:24:18.450 ⇒ 00:24:19.600 Uttam Kumaran: Yeah, okay.
261 00:25:52.800 ⇒ 00:25:55.449 Caitlyn Vaughn: Perfect, just leave it chipmo.
262 00:25:55.790 ⇒ 00:26:02.240 Caitlyn Vaughn: Wait, hold on. Pulls it up to the company, here you guys go, they’re like… Nice.
263 00:26:02.480 ⇒ 00:26:05.660 Uttam Kumaran: They’re like, what am I even looking at? What am I looking at now? What is this?
264 00:26:06.310 ⇒ 00:26:08.099 Uttam Kumaran: I don’t created that link.
265 00:26:09.120 ⇒ 00:26:10.050 Uttam Kumaran: Oh.
266 00:26:14.590 ⇒ 00:26:15.400 Uttam Kumaran: Yeah.
267 00:26:18.340 ⇒ 00:26:29.499 Uttam Kumaran: I mean, there… yeah, I mean, things are… I mean, like, this is obviously gonna keep going, so, like, this is… it’s been pretty good. One thing we can do… so this is just forms created at… again, this isn’t cumulative.
268 00:26:29.880 ⇒ 00:26:36.130 Uttam Kumaran: So, I think… It’s powerful to look at cumulative…
269 00:26:36.890 ⇒ 00:26:39.300 Uttam Kumaran: So, if I were to show you that…
270 00:26:39.690 ⇒ 00:26:43.410 Uttam Kumaran: This is what it would look like, basically.
271 00:26:44.600 ⇒ 00:26:47.249 Uttam Kumaran: Which is in the wrong direction.
272 00:26:48.370 ⇒ 00:26:49.120 Uttam Kumaran: What?
273 00:26:52.690 ⇒ 00:26:57.440 Caitlyn Vaughn: Can we do, like, forms created, like, per month, and then we can see it change over time?
274 00:26:57.950 ⇒ 00:27:04.829 Uttam Kumaran: Yeah, so… This is… So this is the,
275 00:27:08.240 ⇒ 00:27:11.530 Uttam Kumaran: This is forms created by… Weak.
276 00:27:12.600 ⇒ 00:27:16.590 Uttam Kumaran: So, I can do… Month?
277 00:27:21.280 ⇒ 00:27:24.640 Uttam Kumaran: And then… We can add, like.
278 00:27:24.770 ⇒ 00:27:27.250 Uttam Kumaran: Tooltips or whatever about the change.
279 00:27:28.210 ⇒ 00:27:34.429 Uttam Kumaran: And so once you get the updated data, you should see August. And then also, like, you tell me if you think, like, it’s helpful to not…
280 00:27:35.210 ⇒ 00:27:39.089 Uttam Kumaran: Show data before some date, we can cut it, but…
281 00:27:39.370 ⇒ 00:27:40.330 Caitlyn Vaughn: No, I like this.
282 00:27:40.330 ⇒ 00:27:43.209 Uttam Kumaran: I think it’s helpful, like, it’ll be nice to see this.
283 00:27:43.440 ⇒ 00:27:44.130 Caitlyn Vaughn: Yeah.
284 00:27:46.630 ⇒ 00:27:50.869 Uttam Kumaran: And then, yeah, I’m gonna figure out how to do this, like, running count thing, I don’t know why, it’s,
285 00:27:52.710 ⇒ 00:27:55.730 Uttam Kumaran: It’s not on the right direction.
286 00:28:01.010 ⇒ 00:28:03.379 Uttam Kumaran: Okay, so that’s great.
287 00:28:03.650 ⇒ 00:28:06.090 Uttam Kumaran: So let’s go back to the dashboard.
288 00:28:07.110 ⇒ 00:28:09.960 Uttam Kumaran: And this one was…
289 00:28:15.030 ⇒ 00:28:17.229 Uttam Kumaran: So… okay, this one…
290 00:28:21.280 ⇒ 00:28:26.840 Uttam Kumaran: This is, great.
291 00:28:28.560 ⇒ 00:28:29.950 Uttam Kumaran: Thank you.
292 00:28:31.860 ⇒ 00:28:33.839 Caitlyn Vaughn: Okay, you’re just getting new data.
293 00:28:35.040 ⇒ 00:28:36.400 Uttam Kumaran: Oh, nice, okay, great.
294 00:28:38.290 ⇒ 00:28:39.879 Uttam Kumaran: Should’ve asked earlier.
295 00:28:41.390 ⇒ 00:28:44.270 Uttam Kumaran: I don’t know how challenged sometimes, I don’t know, I just don’t want to be nuisance.
296 00:28:44.660 ⇒ 00:28:50.020 Caitlyn Vaughn: That’s okay. Yeah, I think it’s probably better coming for me than from you, to be honest.
297 00:28:55.850 ⇒ 00:28:58.390 Uttam Kumaran: Okay, this one is submissions.
298 00:28:58.780 ⇒ 00:29:02.719 Uttam Kumaran: So… what I was looking at here…
299 00:29:02.990 ⇒ 00:29:13.290 Uttam Kumaran: was… I was trying to see, like, which… Forms have, like, the most… Submissions.
300 00:29:13.290 ⇒ 00:29:14.420 Caitlyn Vaughn: Yeah.
301 00:29:14.420 ⇒ 00:29:16.629 Uttam Kumaran: So, I don’t know, I was just, like, curious.
302 00:29:16.630 ⇒ 00:29:17.690 Caitlyn Vaughn: That’s cool.
303 00:29:17.930 ⇒ 00:29:20.160 Caitlyn Vaughn: Can you just leave that as a table, actually? That’s really.
304 00:29:20.160 ⇒ 00:29:21.040 Uttam Kumaran: Yeah.
305 00:29:21.210 ⇒ 00:29:30.110 Uttam Kumaran: So, like, there’s some with a lot of submissions, but I don’t know what… like, cherry demo booking is something we would expect, right? It’s probably, like, one of their main booking…
306 00:29:30.360 ⇒ 00:29:31.210 Caitlyn Vaughn: Yeah.
307 00:29:31.210 ⇒ 00:29:34.499 Uttam Kumaran: blows, but there’s some of these that are, like, untitled that I don’t know…
308 00:29:35.560 ⇒ 00:29:38.749 Uttam Kumaran: like, I guess I could look at, like, what team…
309 00:29:39.830 ⇒ 00:29:43.359 Caitlyn Vaughn: Oh, you know what it probably is? It’s probably a web form.
310 00:29:45.550 ⇒ 00:29:48.120 Uttam Kumaran: So, let me… let me bring, like, the team name.
311 00:29:48.240 ⇒ 00:29:52.700 Uttam Kumaran: Let’s see… Stack puts.
312 00:29:53.020 ⇒ 00:29:54.500 Uttam Kumaran: Backlust web form.
313 00:29:54.810 ⇒ 00:29:59.370 Caitlyn Vaughn: Can you, wait, what’s that form ID? Let me write it down really quick, because I can look.
314 00:30:00.190 ⇒ 00:30:02.200 Uttam Kumaran: 721924.
315 00:30:02.200 ⇒ 00:30:05.900 Caitlyn Vaughn: Here we go, what is it? 721924?
316 00:30:05.900 ⇒ 00:30:06.540 Uttam Kumaran: No.
317 00:30:08.330 ⇒ 00:30:12.999 Uttam Kumaran: 60 grand. I mean, yeah, 60K, they must be using it on, like, some main page.
318 00:30:14.330 ⇒ 00:30:16.770 Caitlyn Vaughn: Yeah, I’m wondering… let’s see…
319 00:30:33.070 ⇒ 00:30:34.210 Caitlyn Vaughn: Goddammit.
320 00:31:02.390 ⇒ 00:31:06.349 Uttam Kumaran: Bland AI Enterprising query, that’s sick, that’s nice to see, yeah.
321 00:31:07.430 ⇒ 00:31:08.909 Caitlyn Vaughn: Who told us, stop.
322 00:31:09.600 ⇒ 00:31:10.270 Uttam Kumaran: Why?
323 00:31:10.270 ⇒ 00:31:14.839 Caitlyn Vaughn: Oh, no, I mean, I’m sorry, I’m just like, this is good data.
324 00:31:15.080 ⇒ 00:31:17.789 Caitlyn Vaughn: You’re, like, you’re, like, bland, nice.
325 00:31:17.790 ⇒ 00:31:20.069 Uttam Kumaran: It’s just great data.
326 00:31:20.530 ⇒ 00:31:26.700 Caitlyn Vaughn: Okay, I’m gonna friend DA this. Actually, we do have an NDA, so I can tell you. We were using…
327 00:31:27.120 ⇒ 00:31:28.590 Caitlyn Vaughn: God, what was it?
328 00:31:28.970 ⇒ 00:31:32.889 Caitlyn Vaughn: sequence as a CPQ provider? Did I tell you about this?
329 00:31:32.890 ⇒ 00:31:33.710 Uttam Kumaran: No.
330 00:31:34.210 ⇒ 00:31:40.999 Caitlyn Vaughn: They started going through our closed one, like, invoices and reaching out to our customers.
331 00:31:41.000 ⇒ 00:31:41.650 Uttam Kumaran: What?
332 00:31:41.650 ⇒ 00:31:53.289 Caitlyn Vaughn: And being like, hey, I, like, I heard that you’re a customer of default, like, we work really well with default because we do XYZ. And it’s completely unrelated to us. It’s a CPU.
333 00:31:54.140 ⇒ 00:31:57.919 Uttam Kumaran: What the fuck? Did you see that people suing them? That’s pretty illegal, right?
334 00:31:57.920 ⇒ 00:32:00.270 Caitlyn Vaughn: Hell yeah, hell yeah, we’re gonna sue him.
335 00:32:00.940 ⇒ 00:32:04.209 Caitlyn Vaughn: I don’t know if we’re gonna show it, but we,
336 00:32:04.450 ⇒ 00:32:08.740 Caitlyn Vaughn: We obviously removed ourselves from them, from their platform.
337 00:32:09.730 ⇒ 00:32:14.599 Uttam Kumaran: Damn, that’s horrible. That’s actually very illegal. Yeah, we… we don’t do that at all.
338 00:32:14.600 ⇒ 00:32:15.770 Caitlyn Vaughn: Yeah, yeah, I know.
339 00:32:15.770 ⇒ 00:32:17.340 Uttam Kumaran: I’m like, who?
340 00:32:17.760 ⇒ 00:32:28.129 Uttam Kumaran: I called out Blend because I’m, like, I know you guys were telling it to them, and I like to say that we’re not gonna talk to… we’re not talking to Bland. We’re not talking to Bland related to this at all.
341 00:32:28.130 ⇒ 00:32:30.440 Caitlyn Vaughn: Like, PTSD, I’m like, oh god.
342 00:32:30.440 ⇒ 00:32:34.969 Uttam Kumaran: No, no, no, I know… well, some people, yeah, I know it can be nerve-wracking, because.
343 00:32:34.970 ⇒ 00:32:36.550 Caitlyn Vaughn: I trust you, I trust you, Tom.
344 00:32:36.550 ⇒ 00:32:43.480 Uttam Kumaran: We’re not, no, I was like, yeah, that sucks, that’s crazy, they should not… that’s…
345 00:32:43.630 ⇒ 00:32:45.440 Uttam Kumaran: Yeah, you cannot be doing that.
346 00:32:45.880 ⇒ 00:32:46.710 Caitlyn Vaughn: Sure.
347 00:32:49.220 ⇒ 00:32:52.849 Caitlyn Vaughn: Okay, I don’t actually know how many form submits they’ve had.
348 00:32:53.210 ⇒ 00:32:59.430 Uttam Kumaran: Okay, I mean, these are pretty good. I mean, this is basically, like, the top form, so I can create a…
349 00:33:00.100 ⇒ 00:33:02.959 Uttam Kumaran: A lot of the top forms, though, don’t have names, so…
350 00:33:02.960 ⇒ 00:33:06.109 Caitlyn Vaughn: Can you just hide the names and hide completed?
351 00:33:06.520 ⇒ 00:33:07.579 Uttam Kumaran: Oh, yeah, yeah, yeah.
352 00:33:16.850 ⇒ 00:33:20.170 Uttam Kumaran: Yes.
353 00:33:22.660 ⇒ 00:33:24.730 Uttam Kumaran: Well, do you care about,
354 00:33:25.430 ⇒ 00:33:27.480 Uttam Kumaran: You just want to see submissions by team, then?
355 00:33:28.490 ⇒ 00:33:32.479 Caitlyn Vaughn: Actually, I can’t see this. Oh, wait, what is it? 7…
356 00:33:33.020 ⇒ 00:33:38.429 Caitlyn Vaughn: Yes, submissions per… per… I guess, is this… this isn’t all…
357 00:33:38.430 ⇒ 00:33:46.719 Uttam Kumaran: This is just the… this is literally… like, I could also replace this with… this is the form ID, for example, so I could just do… this is the top… these are just the top forms.
358 00:33:46.720 ⇒ 00:33:54.600 Caitlyn Vaughn: Well, leave the names in, because I feel like I like to see who it is, but you could remove the actual name of the form.
359 00:33:55.690 ⇒ 00:34:02.009 Uttam Kumaran: Okay. Are you sure? I feel like it’s kind of nice, like, not… some of them are helpful, like, this is their enterprise inquiry, this is, like.
360 00:34:02.520 ⇒ 00:34:05.819 Caitlyn Vaughn: Okay, you can leave it in. I just, like, wonder why…
361 00:34:05.820 ⇒ 00:34:12.540 Uttam Kumaran: Well, I just think people aren’t probably made… maybe they just made one, or, like, they didn’t get around to editing it.
362 00:34:16.610 ⇒ 00:34:18.909 Caitlyn Vaughn: Yes.
363 00:34:19.500 ⇒ 00:34:21.650 Uttam Kumaran: It’s also, like, if you don’t require
364 00:34:22.800 ⇒ 00:34:27.990 Uttam Kumaran: Like, if you don’t… if it’s not a required step to edit it, people could just publish it, like, maybe that’s a product thing, too.
365 00:34:29.050 ⇒ 00:34:33.820 Caitlyn Vaughn: Yeah, it’s weird, because I’m going… I’m looking through StackBlitz, and I don’t… can’t find…
366 00:34:34.260 ⇒ 00:34:38.039 Uttam Kumaran: Oh, it may also be deleted, I can bring in… I could check.
367 00:34:43.630 ⇒ 00:34:45.080 Uttam Kumaran: Let’s see. Oh, no, it’s not…
368 00:34:45.080 ⇒ 00:34:51.440 Caitlyn Vaughn: I wonder if when they post a new version, if it changes the form number? I don’t think it should.
369 00:34:58.360 ⇒ 00:35:03.070 Caitlyn Vaughn: No, I don’t even see this form in their account, so that’s… Confusing.
370 00:35:04.030 ⇒ 00:35:07.379 Uttam Kumaran: I can look at, like, when the date of the last submission was.
371 00:35:09.440 ⇒ 00:35:10.200 Caitlyn Vaughn: Yeah.
372 00:35:11.640 ⇒ 00:35:12.960 Uttam Kumaran: Alright, let’s take a look.
373 00:35:25.300 ⇒ 00:35:26.030 Uttam Kumaran: No.
374 00:35:26.530 ⇒ 00:35:27.520 Uttam Kumaran: Watch this up.
375 00:35:39.520 ⇒ 00:35:42.339 Uttam Kumaran: Okay, so I’m just gonna filter to…
376 00:35:45.160 ⇒ 00:35:47.240 Uttam Kumaran: Oh, that’s converting his same signal.
377 00:35:49.220 ⇒ 00:35:49.890 Uttam Kumaran: I’m just…
378 00:36:30.940 ⇒ 00:36:31.860 Uttam Kumaran: filter…
379 00:36:40.000 ⇒ 00:36:43.609 Uttam Kumaran: Oh, it looks like, I mean, up till August they were, so…
380 00:36:44.800 ⇒ 00:36:48.260 Uttam Kumaran: It is an active thing, probably. I can look at the redirect URL.
381 00:36:49.130 ⇒ 00:36:50.040 Uttam Kumaran: Nothing.
382 00:36:53.150 ⇒ 00:36:56.899 Caitlyn Vaughn: So that was the last… Submission date?
383 00:36:59.410 ⇒ 00:37:07.230 Uttam Kumaran: Yes, but, like, again, the data cuts off here, so I assume it’s… I assume it’s still active.
384 00:37:10.460 ⇒ 00:37:12.230 Caitlyn Vaughn: We’ll just leave it in.
385 00:37:12.230 ⇒ 00:37:12.850 Uttam Kumaran: Yeah.
386 00:37:13.360 ⇒ 00:37:16.700 Caitlyn Vaughn: Yeah, I’ll suss it out later, I guess.
387 00:37:26.200 ⇒ 00:37:34.689 Caitlyn Vaughn: I’m also thinking, like, as I’m walking through this tomorrow, I probably don’t want to walk through, like, every single data point. Probably, like, a few compelling ones would be good.
388 00:37:34.690 ⇒ 00:37:40.139 Uttam Kumaran: Yeah, and then I also think it’s just, like, one, I think sharing that, like, you can start to look into some of this.
389 00:37:40.790 ⇒ 00:37:43.389 Uttam Kumaran: And then… yeah, I mean, I think…
390 00:37:44.580 ⇒ 00:37:49.880 Uttam Kumaran: like, I mean, all this stuff, especially in the last few months, all point up, so…
391 00:37:50.430 ⇒ 00:37:55.710 Uttam Kumaran: meaning, like, Like, great form usage, like, things are growing.
392 00:37:56.070 ⇒ 00:38:01.640 Uttam Kumaran: And then, basically, it’s… you want to start to, like.
393 00:38:01.830 ⇒ 00:38:08.219 Uttam Kumaran: couple… couple ways that people typically use, like, these BI tools. One is, like, okay, I want to drill down into just one client health.
394 00:38:08.330 ⇒ 00:38:24.800 Uttam Kumaran: So let’s say you took StackBlitz. I want to see all the forms they created, all the members they had, in one, like, view, right? That’s a great use case. And then second, it’s, like, per product, so it’s like, of course, we can’t put in everything about forms into, like, one dashboard, but that could be helpful to start to look at as well.
395 00:38:25.430 ⇒ 00:38:30.370 Uttam Kumaran: Another thing that I was looking into today was,
396 00:38:30.940 ⇒ 00:38:36.789 Uttam Kumaran: Was, like, who… who… how many people have linked their various, like, external accounts?
397 00:38:37.050 ⇒ 00:38:42.080 Uttam Kumaran: So, this is an example, of…
398 00:38:42.380 ⇒ 00:38:46.600 Uttam Kumaran: Let me just go back to…
399 00:38:54.490 ⇒ 00:39:01.009 Uttam Kumaran: So I was looking at, like, how many people have linked their, their various, like, user IDs.
400 00:39:01.760 ⇒ 00:39:06.249 Uttam Kumaran: So you can Which one is, like, most used, right? So…
401 00:39:07.320 ⇒ 00:39:19.449 Uttam Kumaran: For example, like, if I want to bring in, like, a count of… Apollo user ID,
402 00:39:19.790 ⇒ 00:39:25.070 Uttam Kumaran: I want to bring in a count of… like, ATIO…
403 00:39:25.500 ⇒ 00:39:28.850 Uttam Kumaran: You should be able to start looking at, like, buy…
404 00:39:29.860 ⇒ 00:39:35.700 Uttam Kumaran: Created date, or you could… basically, you should start to just look at total numbers, of…
405 00:39:36.870 ⇒ 00:39:39.640 Uttam Kumaran: People that are using both of these.
406 00:39:39.700 ⇒ 00:39:40.650 Caitlyn Vaughn: full of…
407 00:39:40.650 ⇒ 00:39:43.080 Uttam Kumaran: There’s 97 Apollos, 60…
408 00:39:43.080 ⇒ 00:39:46.619 Caitlyn Vaughn: We could honestly do that with all of our integrations, that would be pretty cool.
409 00:39:46.620 ⇒ 00:39:53.379 Uttam Kumaran: Yeah, so all the integrations, I want to basically look at the count versus the total number of, like.
410 00:39:53.820 ⇒ 00:39:56.560 Uttam Kumaran: Non-deleted users, basically.
411 00:39:57.600 ⇒ 00:40:01.039 Uttam Kumaran: So, like, for example, if I was to just, like, keep going here…
412 00:40:01.500 ⇒ 00:40:08.340 Uttam Kumaran: I did count to stay here, we already did Slack, we did this… Distinct.
413 00:40:10.560 ⇒ 00:40:15.170 Uttam Kumaran: Alright, so Slack, Salesforce are all really high, and then if I was to do,
414 00:40:15.410 ⇒ 00:40:19.160 Uttam Kumaran: just like a general count distinct of IDs.
415 00:40:19.320 ⇒ 00:40:27.310 Uttam Kumaran: And then also, I’m gonna just… filter out… So that there’s no deleted…
416 00:40:30.350 ⇒ 00:40:33.319 Uttam Kumaran: And I’m gonna delete this.
417 00:40:33.940 ⇒ 00:40:35.520 Caitlyn Vaughn: We also do HubSpot.
418 00:40:35.840 ⇒ 00:40:36.560 Uttam Kumaran: Yeah.
419 00:40:41.300 ⇒ 00:40:43.779 Uttam Kumaran: Okay, and then HubSpot…
420 00:40:48.930 ⇒ 00:40:57.940 Uttam Kumaran: Yeah, so basically, you have, like, 3,000 non-deleted users, and then this is sort of, like, most people are working Slack, which makes sense.
421 00:40:58.310 ⇒ 00:41:01.409 Uttam Kumaran: And then it’s sort of Salesforce, then HubSpot.
422 00:41:02.860 ⇒ 00:41:03.610 Caitlyn Vaughn: Hmm.
423 00:41:04.460 ⇒ 00:41:05.700 Caitlyn Vaughn: than audio.
424 00:41:07.630 ⇒ 00:41:10.630 Uttam Kumaran: What’s… what’s the… is audio even, like, any better?
425 00:41:11.150 ⇒ 00:41:15.569 Uttam Kumaran: I feel like everybody… I hear a lot of chatter about it, and then I’m like…
426 00:41:16.680 ⇒ 00:41:20.689 Uttam Kumaran: But, like, is this all marketing? Like, I use HubSp… we use HubSpot, like, it’s…
427 00:41:21.590 ⇒ 00:41:23.549 Uttam Kumaran: It does everything we need.
428 00:41:23.550 ⇒ 00:41:28.829 Caitlyn Vaughn: Yeah. Can you remove Apollo? Because that’s probably, like, if we’re just gonna do CRMs.
429 00:41:29.470 ⇒ 00:41:30.130 Uttam Kumaran: Okay.
430 00:41:30.300 ⇒ 00:41:46.749 Caitlyn Vaughn: I mean, audio is fine. I thought it was, like, really cool and trendy at first, and then we, like, did this whole push to add them in, and we did a lot of partnership stuff… partnership stuff with them. But now, like, now that I’m working on product and having to deal with a lot of these…
431 00:41:47.320 ⇒ 00:41:53.230 Caitlyn Vaughn: Like, thinking through how we would actually build the product, audio sucks.
432 00:41:54.860 ⇒ 00:41:55.800 Uttam Kumaran: Okay.
433 00:41:55.920 ⇒ 00:41:56.860 Caitlyn Vaughn: Like…
434 00:41:57.040 ⇒ 00:42:04.770 Caitlyn Vaughn: You know, in HubSpot or Salesforce, you could do, like, account related to… or, like, opportunity related to X account.
435 00:42:05.000 ⇒ 00:42:05.660 Uttam Kumaran: Yeah.
436 00:42:05.960 ⇒ 00:42:07.680 Caitlyn Vaughn: You can’t do that in audio.
437 00:42:08.270 ⇒ 00:42:10.080 Uttam Kumaran: But what is the linkage, then?
438 00:42:10.080 ⇒ 00:42:12.360 Caitlyn Vaughn: It’s… their… their linkage is, like…
439 00:42:13.900 ⇒ 00:42:20.130 Caitlyn Vaughn: Like, whoever owns the account is the person that interacts, that has, like, the most activity on the account.
440 00:42:21.030 ⇒ 00:42:23.530 Uttam Kumaran: Oh, that’s right, someone told me this, yeah, yeah.
441 00:42:23.530 ⇒ 00:42:27.770 Caitlyn Vaughn: Yeah, and it’s like… Associated to, like.
442 00:42:28.860 ⇒ 00:42:37.620 Caitlyn Vaughn: a company, but not a con… I don’t know, they have, like, a really weird way of doing things, which it does make sense, it just doesn’t work with any other infrastructure, you know?
443 00:42:37.640 ⇒ 00:42:41.169 Uttam Kumaran: Yeah, and like, it’s also… it’s a new way of doing it, yeah, like…
444 00:42:41.170 ⇒ 00:42:43.160 Caitlyn Vaughn: But it’s also…
445 00:42:43.450 ⇒ 00:42:48.260 Uttam Kumaran: I don’t know, it’s, like, not something I want to innovate on, it’s, like, our CRM, so I just picked… Yeah. It’s decent.
446 00:42:48.430 ⇒ 00:42:49.640 Caitlyn Vaughn: Exactly.
447 00:42:50.510 ⇒ 00:42:56.089 Caitlyn Vaughn: Okay, and also probably total number of users over time would be cool, like…
448 00:42:56.980 ⇒ 00:42:59.800 Caitlyn Vaughn: Instead of just companies, actual users?
449 00:43:00.690 ⇒ 00:43:05.630 Uttam Kumaran: Okay, cool, so let’s… No, no.
450 00:43:07.720 ⇒ 00:43:10.110 Uttam Kumaran: I’m gonna just save this…
451 00:43:15.970 ⇒ 00:43:19.570 Uttam Kumaran: I guess from the chart, I’m gonna just make it a game.
452 00:43:20.590 ⇒ 00:43:22.070 Uttam Kumaran: Two round numbers.
453 00:43:36.310 ⇒ 00:43:39.759 Uttam Kumaran: So this is members added. Oh, wait, hold on.
454 00:43:40.930 ⇒ 00:43:42.289 Uttam Kumaran: Let me just make sure.
455 00:43:46.670 ⇒ 00:43:49.030 Uttam Kumaran: This is not Milton.
456 00:43:49.750 ⇒ 00:43:52.120 Caitlyn Vaughn: Wait, is that… this is companies added, though, right?
457 00:43:52.800 ⇒ 00:43:55.649 Uttam Kumaran: Yeah, no, this is not that.
458 00:43:58.710 ⇒ 00:44:00.189 Uttam Kumaran: Meetings booked.
459 00:44:00.330 ⇒ 00:44:02.790 Uttam Kumaran: This is a Slack users.
460 00:44:03.960 ⇒ 00:44:05.000 Uttam Kumaran: Yes, sir.
461 00:44:06.830 ⇒ 00:44:10.420 Uttam Kumaran: Oh, that’s interesting. Okay, so, yeah, let me change this to just…
462 00:44:15.930 ⇒ 00:44:18.799 Uttam Kumaran: Just total new members by created date.
463 00:44:21.280 ⇒ 00:44:27.110 Caitlyn Vaughn: Well, I feel like the first, most important data would probably be, like, new companies, like, new accounts.
464 00:44:27.110 ⇒ 00:44:28.110 Uttam Kumaran: Oh, okay.
465 00:44:28.110 ⇒ 00:44:29.360 Caitlyn Vaughn: And then the second.
466 00:44:29.360 ⇒ 00:44:30.360 Uttam Kumaran: routines.
467 00:44:30.720 ⇒ 00:44:34.030 Caitlyn Vaughn: Yeah, new teams, and then new users.
468 00:44:37.010 ⇒ 00:44:39.169 Caitlyn Vaughn: Could you do both of them on a chart, and, like.
469 00:44:39.170 ⇒ 00:44:39.940 Uttam Kumaran: Yeah.
470 00:44:39.940 ⇒ 00:44:40.880 Caitlyn Vaughn: Cool.
471 00:44:40.880 ⇒ 00:44:45.559 Uttam Kumaran: So I’ll just do… we’ll assume… we’ll do the, users first.
472 00:44:55.100 ⇒ 00:44:59.559 Uttam Kumaran: And then… I will then go create…
473 00:45:01.080 ⇒ 00:45:06.690 Uttam Kumaran: Monally, he’ll treat it out spine, and then… 18 count…
474 00:45:14.610 ⇒ 00:45:15.450 Uttam Kumaran: Oh, yeah.
475 00:45:24.530 ⇒ 00:45:27.340 Uttam Kumaran: And then I’ll bring in the team count…
476 00:45:33.920 ⇒ 00:45:36.709 Uttam Kumaran: Yeah, so this is, like… this is…
477 00:45:38.690 ⇒ 00:45:41.290 Uttam Kumaran: Members and teams on one chart.
478 00:45:42.170 ⇒ 00:45:47.879 Uttam Kumaran: I don’t know why. I think a lot of teams maybe were bulk added, with, like, no…
479 00:45:49.420 ⇒ 00:45:51.040 Caitlyn Vaughn: Yeah, can you filter and old?
480 00:45:51.740 ⇒ 00:45:52.390 Uttam Kumaran: Yeah.
481 00:46:14.480 ⇒ 00:46:15.170 Uttam Kumaran: Cool.
482 00:46:16.480 ⇒ 00:46:20.610 Uttam Kumaran: Yeah, so this is Teams and… Numbers…
483 00:47:14.360 ⇒ 00:47:15.220 Uttam Kumaran: I just…
484 00:47:28.460 ⇒ 00:47:32.059 Uttam Kumaran: Great, okay, so that’s the meeting’s booked.
485 00:47:32.930 ⇒ 00:47:48.860 Uttam Kumaran: This is gonna be… Forms created… This is gonna be… Pop forms by submission count…
486 00:47:50.710 ⇒ 00:47:52.849 Uttam Kumaran: And I want to make this…
487 00:48:23.530 ⇒ 00:48:27.700 Caitlyn Vaughn: I just had to write down my full name, and I forgot to spell my middle name.
488 00:48:27.840 ⇒ 00:48:30.459 Caitlyn Vaughn: Just to look at my ID and double-check.
489 00:48:30.460 ⇒ 00:48:32.240 Uttam Kumaran: What?
490 00:48:37.310 ⇒ 00:48:38.300 Uttam Kumaran: That’s funny.
491 00:48:38.300 ⇒ 00:48:39.979 Caitlyn Vaughn: I, like, use it so little.
492 00:48:41.840 ⇒ 00:48:43.790 Uttam Kumaran: I saw the chart is down here.
493 00:48:44.540 ⇒ 00:48:45.929 Caitlyn Vaughn: What is this chart?
494 00:48:46.370 ⇒ 00:48:51.940 Uttam Kumaran: Well, I’m trying to get these big numbers, but I don’t know why it’s… No.
495 00:48:52.220 ⇒ 00:48:53.500 Uttam Kumaran: Squeezing in…
496 00:48:59.470 ⇒ 00:49:02.609 Uttam Kumaran: Okay, I’ll fix that. I’ll fix it later.
497 00:49:03.240 ⇒ 00:49:09.070 Uttam Kumaran: In the swamp of higher pronounce.
498 00:49:10.760 ⇒ 00:49:12.639 Uttam Kumaran: This one’s an interesting one.
499 00:49:13.040 ⇒ 00:49:15.289 Uttam Kumaran: Top user by meeting count.
500 00:49:17.660 ⇒ 00:49:18.690 Uttam Kumaran: Oh.
501 00:49:18.690 ⇒ 00:49:20.070 Caitlyn Vaughn: copied this chart.
502 00:49:20.070 ⇒ 00:49:21.620 Uttam Kumaran: You don’t need it? Absolutely.
503 00:49:21.780 ⇒ 00:49:23.079 Caitlyn Vaughn: You can delete this.
504 00:49:26.260 ⇒ 00:49:28.039 Uttam Kumaran: You don’t, you don’t, you don’t like it?
505 00:49:28.450 ⇒ 00:49:31.840 Uttam Kumaran: It doesn’t look good, but I was kind of, like, interested in who’s booking meetings.
506 00:49:31.840 ⇒ 00:49:34.000 Caitlyn Vaughn: Oh, you’re on there!
507 00:49:34.000 ⇒ 00:49:39.339 Uttam Kumaran: What is the… let me make it the other… let me make it the other way.
508 00:49:39.340 ⇒ 00:49:40.680 Caitlyn Vaughn: That’s George.
509 00:49:41.630 ⇒ 00:49:47.079 Uttam Kumaran: Let me rank… let me try to rank it, actually, by the meetings.
510 00:49:47.080 ⇒ 00:49:55.660 Caitlyn Vaughn: No, we really… we really don’t need this. This is for, like, ex… like, this is for, like, our companies that we are… like, this is product data.
511 00:49:56.060 ⇒ 00:49:57.109 Uttam Kumaran: Yeah, yeah, yeah.
512 00:49:57.670 ⇒ 00:50:01.949 Uttam Kumaran: But I guess it’s helpful if you want to see, like, who’s actually… who’s, like, power user.
513 00:50:02.360 ⇒ 00:50:04.460 Caitlyn Vaughn: This is our internal team.
514 00:50:04.630 ⇒ 00:50:07.340 Uttam Kumaran: Yeah, I gotta… I gotta filter out default from everything.
515 00:50:07.340 ⇒ 00:50:08.620 Caitlyn Vaughn: Oh, okay.
516 00:50:08.900 ⇒ 00:50:12.989 Caitlyn Vaughn: Oh, wait, then maybe that’s cool, yeah, just filter out… I see what you’re just saying.
517 00:50:12.990 ⇒ 00:50:14.490 Uttam Kumaran: That’s what I’m trying to get at.
518 00:50:14.490 ⇒ 00:50:15.600 Caitlyn Vaughn: Okay, yeah.
519 00:50:15.600 ⇒ 00:50:19.270 Uttam Kumaran: here, I can try to filter out the…
520 00:50:19.850 ⇒ 00:50:27.910 Caitlyn Vaughn: I go into Product All Hands tomorrow, and I’m like, okay, everybody, our product is actually fine, we’re doing great, here’s our meetings booked, and it’s just ourselves.
521 00:50:28.130 ⇒ 00:50:30.630 Uttam Kumaran: Yeah, you’re like, we’re just juicing all the metrics.
522 00:50:31.660 ⇒ 00:50:33.080 Uttam Kumaran: the first time.
523 00:50:34.510 ⇒ 00:50:36.369 Uttam Kumaran: Okay, I don’t think…
524 00:50:42.920 ⇒ 00:50:45.010 Caitlyn Vaughn: I’m gonna grab some coffee, I’ll be right back.
525 00:50:45.010 ⇒ 00:50:45.650 Uttam Kumaran: Okay.
526 00:51:22.950 ⇒ 00:51:28.150 Uttam Kumaran: Oh, so this is the whole report, and then these are all the views, okay.
527 00:51:40.380 ⇒ 00:51:41.720 Uttam Kumaran: I see.
528 00:51:50.960 ⇒ 00:51:56.689 Mustafa Raja: I created a spreadsheet, for people’s data labs fields we would need.
529 00:51:57.570 ⇒ 00:51:58.260 Mustafa Raja: Oh, no.
530 00:51:58.260 ⇒ 00:52:00.050 Uttam Kumaran: Okay, we can talk about that today.
531 00:52:00.830 ⇒ 00:52:01.690 Mustafa Raja: Yeah.
532 00:52:06.630 ⇒ 00:52:13.869 Mustafa Raja: And also, Lev said that, they don’t want to, what’s it called, connect Salesforce for now.
533 00:52:14.200 ⇒ 00:52:16.700 Mustafa Raja: Because it’s a lot of accounts to run.
534 00:52:16.930 ⇒ 00:52:19.289 Mustafa Raja: And they don’t want to bulk cost.
535 00:52:20.500 ⇒ 00:52:22.040 Uttam Kumaran: Okay, so what should we do?
536 00:52:22.850 ⇒ 00:52:29.509 Mustafa Raja: I mean, for, to create, further signals, I’ll use the backtest accounts.
537 00:52:29.980 ⇒ 00:52:34.080 Mustafa Raja: And we leave enrichment Ready 1.
538 00:52:34.210 ⇒ 00:52:38.469 Mustafa Raja: Until… They tell us to go ahead with it.
539 00:52:44.420 ⇒ 00:52:45.070 Uttam Kumaran: Okay.
540 00:52:55.030 ⇒ 00:52:56.160 Caitlyn Vaughn: Burn it back.
541 00:53:00.870 ⇒ 00:53:02.160 Uttam Kumaran: So…
542 00:53:02.830 ⇒ 00:53:10.579 Uttam Kumaran: I need to clean up a couple of these, but we have member and team growth, meetings booked, forms created, top forms by submission count.
543 00:53:10.880 ⇒ 00:53:15.049 Uttam Kumaran: This is also teams added, this is, like, a running total of teams created.
544 00:53:16.390 ⇒ 00:53:18.089 Uttam Kumaran: And again, I think this should…
545 00:53:18.290 ⇒ 00:53:19.480 Caitlyn Vaughn: Is this per month?
546 00:53:20.050 ⇒ 00:53:25.290 Uttam Kumaran: Yeah… Oh, this is a… per week.
547 00:53:25.670 ⇒ 00:53:28.089 Uttam Kumaran: So I can get everything into, like, bar charts.
548 00:53:28.770 ⇒ 00:53:29.980 Uttam Kumaran: That’s easiest.
549 00:53:30.970 ⇒ 00:53:32.370 Uttam Kumaran: Let me just do that.
550 00:53:33.720 ⇒ 00:53:36.430 Uttam Kumaran: This is Teams, but I created months.
551 00:53:40.030 ⇒ 00:53:41.950 Uttam Kumaran: And I don’t want…
552 00:53:45.490 ⇒ 00:53:46.850 Uttam Kumaran: It is running total.
553 00:53:56.980 ⇒ 00:53:59.260 Uttam Kumaran: little names…
554 00:54:20.220 ⇒ 00:54:21.840 Uttam Kumaran: Competeans…
555 00:54:48.840 ⇒ 00:54:54.780 Uttam Kumaran: Number of people by… How many have filled out the various…
556 00:54:55.920 ⇒ 00:55:00.880 Uttam Kumaran: Enrichment, so I’ll go fix that, and I’ll get this job eased by meeting count.
557 00:55:02.030 ⇒ 00:55:05.379 Uttam Kumaran: Okay, so I have a couple things that I can fix.
558 00:55:06.210 ⇒ 00:55:11.650 Uttam Kumaran: But upon this, you have forms created, meetings booked, member and team growth.
559 00:55:12.210 ⇒ 00:55:16.960 Uttam Kumaran: The other thing is, maybe I can walk you through also just, like, adding more here if you want.
560 00:55:17.900 ⇒ 00:55:21.450 Uttam Kumaran: You can go in here, and then if you open up this…
561 00:55:22.780 ⇒ 00:55:26.180 Uttam Kumaran: report, if you just click on Edit in the right side.
562 00:55:27.390 ⇒ 00:55:30.089 Uttam Kumaran: And you can click on Add Tile.
563 00:55:30.620 ⇒ 00:55:34.060 Uttam Kumaran: You can just basically click on chart and start going from there.
564 00:55:34.770 ⇒ 00:55:39.769 Uttam Kumaran: You can also see, like, all the card charts available and toggle things on and off.
565 00:55:40.240 ⇒ 00:55:43.319 Uttam Kumaran: So if I was to go in and click Add Chart…
566 00:55:43.710 ⇒ 00:55:52.320 Uttam Kumaran: you’ll get into this, like, kind of like… what you’ll see is here just has one year, and you can click Edit in Workbook. Workbook is a collection of…
567 00:55:52.930 ⇒ 00:55:54.120 Uttam Kumaran: the charts.
568 00:55:54.120 ⇒ 00:55:55.420 Caitlyn Vaughn: Cool.
569 00:55:55.420 ⇒ 00:55:58.949 Uttam Kumaran: As you can see here, like, we’re gonna just start with the product topic.
570 00:55:59.050 ⇒ 00:56:15.149 Uttam Kumaran: topic is a collection of, like, tables joined together, so what we’ve done is I’ve told Omni how all these relationships work. Like, meetings and teams are many to one, and, like, kind of all that, so now you can go in here and kind of
571 00:56:15.760 ⇒ 00:56:19.730 Uttam Kumaran: basically just come in and start selecting. The,
572 00:56:20.440 ⇒ 00:56:28.709 Uttam Kumaran: I’m pretty sure the, AI thing works a little bit, so, like, if I was to say, like, how many submissions perform…
573 00:56:31.840 ⇒ 00:56:35.319 Uttam Kumaran: It, like, may or may not figure it out. Yeah, not bad.
574 00:56:35.320 ⇒ 00:56:35.980 Caitlyn Vaughn: Whoa.
575 00:56:36.520 ⇒ 00:56:41.199 Uttam Kumaran: So, that’s a nice way to start it. As we add more descriptions and…
576 00:56:41.860 ⇒ 00:56:45.909 Uttam Kumaran: basically the reason I like Omni is they’re doing a lot on AI, where you can have, like.
577 00:56:46.270 ⇒ 00:56:48.639 Uttam Kumaran: Dashboard level, system prompts.
578 00:56:48.780 ⇒ 00:57:01.579 Uttam Kumaran: and, like, various things, so I can… we’ll give it a lot more context. Hopefully, a lot of… more people can come in and just, like, without having to know the exact fields, can start asking questions. And so what you can do is you can just select, like, the different
579 00:57:02.060 ⇒ 00:57:05.140 Uttam Kumaran: columns you want, you can go to Chart, and then chart it.
580 00:57:05.570 ⇒ 00:57:11.119 Uttam Kumaran: This is a weird table to chart, but… Kind of get the point.
581 00:57:11.250 ⇒ 00:57:16.039 Uttam Kumaran: And then… you can… I mean, it’s created here, it’s queried.
582 00:57:16.170 ⇒ 00:57:20.489 Uttam Kumaran: So now, when you go back to the dashboard, you’ll see that we’ve just edited that one
583 00:57:21.790 ⇒ 00:57:26.739 Uttam Kumaran: tab, basically, so I can rename this something new. You click save.
584 00:57:27.410 ⇒ 00:57:31.270 Uttam Kumaran: Go back to Dashboard, and it’s now here at the bottom.
585 00:57:34.310 ⇒ 00:57:36.919 Caitlyn Vaughn: Okay, cool. Yeah, I used to build, like, Tableau reports.
586 00:57:36.920 ⇒ 00:57:41.289 Uttam Kumaran: Oh, okay, this is, like, better… this is, like, easier than that. It’s, like, Tableau is a little bit easier.
587 00:57:41.290 ⇒ 00:57:47.689 Caitlyn Vaughn: Okay, cool. Yeah, I feel like I could probably, probably figure it out, or I’ll probably have more questions when I actually try to figure it out.
588 00:57:47.910 ⇒ 00:57:48.710 Uttam Kumaran: Cool.
589 00:57:48.710 ⇒ 00:57:55.810 Caitlyn Vaughn: But this is a good start. I’m, like, stoked that we have this. As soon as I get, like, the updated data pieces here, I’ll…
590 00:57:55.810 ⇒ 00:57:56.190 Uttam Kumaran: Yep.
591 00:57:56.190 ⇒ 00:58:02.120 Caitlyn Vaughn: Hopefully he’ll just send it straight to you, but if you don’t get it in the next, like, couple of hours, will you let me know?
592 00:58:02.120 ⇒ 00:58:02.810 Uttam Kumaran: Yes.
593 00:58:03.630 ⇒ 00:58:04.279 Caitlyn Vaughn: Okay, awesome.
594 00:58:04.280 ⇒ 00:58:06.859 Uttam Kumaran: So when’s the meeting… when is the… when’s your meeting tomorrow?
595 00:58:07.170 ⇒ 00:58:09.960 Caitlyn Vaughn: It’s at 12 o’clock.
596 00:58:10.710 ⇒ 00:58:11.440 Uttam Kumaran: Okay.
597 00:58:12.310 ⇒ 00:58:15.860 Uttam Kumaran: So then maybe, like, poke at this, or, like.
598 00:58:15.980 ⇒ 00:58:21.990 Uttam Kumaran: Let me know if we can add more. I hope… now that I have a sense of what we talked about, I’ll keep adding more…
599 00:58:22.250 ⇒ 00:58:23.430 Uttam Kumaran: Stuff here and there.
600 00:58:24.240 ⇒ 00:58:28.459 Uttam Kumaran: And then… Yeah, kind of let me know what else you want to see.
601 00:58:29.000 ⇒ 00:58:40.600 Caitlyn Vaughn: Yeah, I think this is, like, some good jumping-off points. I know we also have some stuff added inside of Amplitude, so maybe a little look in there as well. Yeah. And see more event data, but…
602 00:58:40.850 ⇒ 00:58:43.299 Caitlyn Vaughn: Coming together, I’m pretty excited about it.
603 00:58:43.300 ⇒ 00:58:56.549 Uttam Kumaran: Yeah, and just send… if you’re like, hey, this is getting close, or like, can we… is there any chance we can see this? Just send those, because we’ll… we’ll hustle. Same with the product… the amplitude stuff. And then I’ll do some… I’ll do some, like, cleanup of the dashboard, so…
604 00:58:56.550 ⇒ 00:59:06.040 Uttam Kumaran: Ideally, maybe you can just share this, or if you screenshot it, you can put it in. Change the colors, and… you guys are… you guys have, like, a color palette, or is it all just, like…
605 00:59:06.040 ⇒ 00:59:09.079 Caitlyn Vaughn: Yeah, we do. First we do. I’ll send it over to you.
606 00:59:09.080 ⇒ 00:59:11.639 Uttam Kumaran: Okay, great. I didn’t know if it was just black and white.
607 00:59:11.640 ⇒ 00:59:14.249 Caitlyn Vaughn: No, no, it’s, like, purple and…
608 00:59:14.250 ⇒ 00:59:17.940 Uttam Kumaran: Oh, great, okay, yeah, yeah, yeah, perfect. I’ll upload that, so that’ll be here.
609 00:59:17.940 ⇒ 00:59:21.750 Caitlyn Vaughn: And then I talked to Victor about the live data thing.
610 00:59:21.950 ⇒ 00:59:22.580 Uttam Kumaran: Yes.
611 00:59:22.580 ⇒ 00:59:27.370 Caitlyn Vaughn: I think that he’s, like, not super keen on it. He was asking, like.
612 00:59:27.630 ⇒ 00:59:33.159 Caitlyn Vaughn: what specifically we would need live, basically, which…
613 00:59:34.010 ⇒ 00:59:43.579 Caitlyn Vaughn: it’s… if we’re talking about, like, this data, it’s gonna be, like, form submits, workflow, created, so on and so forth. Is there that we can capture that in segment and push it into amplitude, or no?
614 00:59:45.590 ⇒ 00:59:47.190 Uttam Kumaran: We could.
615 00:59:48.360 ⇒ 00:59:56.559 Uttam Kumaran: But it’s… it’s like, we might as well get it. But honestly, the one thing that could be helpful is, like, if they could even give us a CSV export, like, once a day.
616 00:59:57.460 ⇒ 00:59:58.520 Caitlyn Vaughn: Once a day.
617 00:59:58.930 ⇒ 01:00:02.939 Uttam Kumaran: But, like, but they could do that in an automated way, like, not… someone doesn’t have to go click that.
618 01:00:03.040 ⇒ 01:00:03.520 Caitlyn Vaughn: Okay.
619 01:00:03.820 ⇒ 01:00:05.080 Caitlyn Vaughn: That’s possible.
620 01:00:05.080 ⇒ 01:00:10.319 Uttam Kumaran: We can do an export, so is Vishal so the best… I can just… Had a message, or…
621 01:00:10.830 ⇒ 01:00:21.420 Caitlyn Vaughn: Yeah, we’re, pivoting over to Thomas, I’m gonna stop recording here… Are you recording?
622 01:00:21.420 ⇒ 01:00:24.489 Uttam Kumaran: I am… let me… well, let’s get rid of this.