Meeting Title: Client Sheets Automation Sync Date: 2025-10-09 Meeting participants: Awaish Kumar, Casie Aviles


WEBVTT

1 00:00:43.260 00:00:44.260 Casie Aviles: Hi, Wish.

2 00:00:47.220 00:00:47.670 Awaish Kumar: No.

3 00:00:49.750 00:00:50.590 Casie Aviles: Yeah.

4 00:00:50.720 00:00:51.729 Casie Aviles: How are you doing?

5 00:00:52.280 00:00:53.779 Awaish Kumar: I’m good, how about you?

6 00:00:55.230 00:00:56.680 Casie Aviles: Yeah, doing good.

7 00:00:56.790 00:00:59.180 Casie Aviles: Alright, so, I know I don’t have…

8 00:01:00.160 00:01:04.240 Casie Aviles: A lot, so let me just, share my screen.

9 00:01:07.530 00:01:08.489 Awaish Kumar: Summer?

10 00:01:09.740 00:01:11.259 Casie Aviles: Oh, sorry, can you hear me?

11 00:01:12.030 00:01:15.810 Awaish Kumar: I can’t like to, I’m gonna… walked.

12 00:01:19.150 00:01:20.540 Casie Aviles: Okay, can you hear me now?

13 00:01:21.160 00:01:25.750 Awaish Kumar: I’m just showing you, I’m walking into my way to home.

14 00:01:26.020 00:01:27.339 Awaish Kumar: So, he can talk.

15 00:01:27.460 00:01:28.350 Awaish Kumar: That’s true.

16 00:01:29.520 00:01:31.170 Casie Aviles: Okay, sure.

17 00:01:32.130 00:01:35.800 Casie Aviles: So I’m also sharing my screen right now,

18 00:01:36.190 00:01:41.100 Casie Aviles: And I’m just going to give, like, a quick… Context, so…

19 00:01:41.780 00:01:46.610 Casie Aviles: Basically, we have this, we have, like, two sheets.

20 00:01:46.980 00:01:51.049 Casie Aviles: And, I believe the client just wants us to…

21 00:01:51.750 00:01:56.880 Casie Aviles: Link them somehow, so it’s more, like, it’s automated.

22 00:01:57.970 00:02:02.259 Casie Aviles: And I’ve partially, already prepared a solution.

23 00:02:02.690 00:02:04.250 Casie Aviles: So.

24 00:02:05.290 00:02:06.100 Awaish Kumar: Okay.

25 00:02:06.350 00:02:11.700 Casie Aviles: Yeah, and so… let me just go to the other sheet.

26 00:02:14.250 00:02:21.170 Awaish Kumar: Well, I could see the two feet, Robert’s room. One street is…

27 00:02:22.210 00:02:30.630 Awaish Kumar: One is just a normal Google Sheet with the data entries, as you are showing now. The other one was the…

28 00:02:30.780 00:02:37.100 Awaish Kumar: And more like the… Like, with some image, Oh, shit.

29 00:02:37.100 00:02:40.010 Casie Aviles: Yes, it’s this one over here.

30 00:02:41.090 00:02:42.060 Awaish Kumar: Cool.

31 00:02:44.060 00:02:45.240 Awaish Kumar: I,

32 00:02:49.730 00:02:53.700 Awaish Kumar: The one I’m seeing is the students… And,

33 00:02:55.850 00:02:58.749 Awaish Kumar: like, normal rows, right? Rows and columns…

34 00:03:00.280 00:03:02.879 Casie Aviles: Yeah, the other one is this one.

35 00:03:03.110 00:03:05.170 Casie Aviles: This is the source sheet.

36 00:03:05.170 00:03:09.109 Awaish Kumar: I… I’m not… I’m not able to see if you are trying something else.

37 00:03:09.540 00:03:12.089 Awaish Kumar: I can… I can only see your seat.

38 00:03:14.580 00:03:15.780 Casie Aviles: Oh, okay.

39 00:03:16.960 00:03:19.519 Awaish Kumar: Notice you are not sharing the entire pool, yes.

40 00:03:20.620 00:03:21.570 Awaish Kumar: from dead.

41 00:03:22.250 00:03:25.289 Casie Aviles: Okay, wait, let me…

42 00:03:28.430 00:03:31.759 Casie Aviles: Alright, is that, is that visible now?

43 00:03:33.890 00:03:42.190 Awaish Kumar: I’ll just sh… I still can, yeah, now it’s… Okay. Bye! Yep.

44 00:03:43.060 00:03:53.299 Casie Aviles: So this is the… this is the source sheet, right? And this is what we are updating every day. So, like, for example, we would add, like, a new row.

45 00:03:53.680 00:03:55.310 Awaish Kumar: And that’s… that’s it.

46 00:03:56.960 00:04:03.579 Casie Aviles: And the idea is we want that to… Update these as well.

47 00:04:04.860 00:04:09.630 Casie Aviles: And, also these cells over here.

48 00:04:09.760 00:04:16.680 Casie Aviles: But, what I did for now is I created, like, a pivot table, because I believe that’s just more dynamic.

49 00:04:18.579 00:04:21.049 Casie Aviles: So this is pretty much the same…

50 00:04:21.729 00:04:27.519 Casie Aviles: Information that they want, except without the… without the images.

51 00:04:28.359 00:04:31.669 Casie Aviles: So this is… this is a pivot table, and…

52 00:04:32.209 00:04:34.749 Casie Aviles: Whenever I will click refresh.

53 00:04:35.329 00:04:38.309 Casie Aviles: when I refresh this, for example.

54 00:04:39.119 00:04:44.829 Casie Aviles: This should, like, update the pivot table as well, so that’s what I have so far.

55 00:04:45.279 00:04:52.539 Casie Aviles: But… Yeah, like, I’m open if you have any feedback, if you think this is,

56 00:04:53.069 00:04:58.739 Casie Aviles: You know, if there are rooms for… if there’s a room for improvement, you know? Because this is their main sheet.

57 00:05:00.310 00:05:06.869 Awaish Kumar: Yeah, what I… But I have done in the past regarding this custom shoots.

58 00:05:07.160 00:05:10.610 Awaish Kumar: Also, I’ll use, like, 5 summer scripts to do that.

59 00:05:11.380 00:05:12.179 Casie Aviles: Okay.

60 00:05:12.180 00:05:12.860 Awaish Kumar: artist.

61 00:05:13.230 00:05:17.889 Awaish Kumar: Probably just, receiving some… I actually write or something.

62 00:05:18.170 00:05:19.399 Awaish Kumar: Oh, I’m good.

63 00:05:21.560 00:05:22.830 Awaish Kumar: You’re gonna die.

64 00:05:22.960 00:05:29.719 Awaish Kumar: Or build a custom channel inside. Yes, and using that, you can mark sales, you can mark rows.

65 00:05:30.040 00:05:32.500 Awaish Kumar: I got 3 things.

66 00:05:32.570 00:05:34.520 Casie Aviles: Okay. Which, I’ll, like…

67 00:05:34.820 00:05:36.029 Awaish Kumar: We’re gonna call.

68 00:05:36.560 00:05:40.850 Awaish Kumar: And we can pretty much do anything. We can do… Oh.

69 00:05:41.050 00:05:43.959 Awaish Kumar: Manually, as a sheet, we can do it faster.

70 00:05:44.060 00:05:48.580 Awaish Kumar: Using that to… part of Nigeria as well.

71 00:05:48.770 00:05:51.089 Awaish Kumar: But it’s just that we may require…

72 00:05:54.860 00:05:57.300 Casie Aviles: Sorry, I think… I think you’re getting cut off.

73 00:06:07.390 00:06:10.940 Casie Aviles: Sorry, Oish, I don’t think I’m hearing anything.

74 00:06:12.570 00:06:13.910 Casie Aviles: Is it my internet?

75 00:06:18.910 00:06:19.920 Casie Aviles: Okay, chat.

76 00:07:23.370 00:07:23.990 Awaish Kumar: -Oh.

77 00:07:26.170 00:07:27.100 Casie Aviles: Hello.

78 00:07:29.970 00:07:33.019 Casie Aviles: Yeah, I… I think I… Yeah, I can hear you.

79 00:07:33.900 00:07:34.540 Awaish Kumar: Okay.

80 00:07:34.870 00:07:37.620 Awaish Kumar: So, have you heard? I was asking… I was thinking about…

81 00:07:40.480 00:07:41.329 Casie Aviles: Yeah, I agree.

82 00:07:41.330 00:07:42.140 Awaish Kumar: Library.

83 00:07:42.610 00:07:48.250 Casie Aviles: I heard about, using Python, and then I think it got cut off after that.

84 00:07:49.230 00:08:01.320 Awaish Kumar: Yeah, using Python, there are some libraries. Basically, using that, they are pretty, like, heavy. I can send you links, but it’s, like, we can pretty much do everything.

85 00:08:01.510 00:08:05.260 Awaish Kumar: That needs to be done on this sheet. So basically, what we will be…

86 00:08:05.430 00:08:12.010 Awaish Kumar: Doing is, you will need to be using code, to basically… Populate a…

87 00:08:13.060 00:08:19.449 Awaish Kumar: like, one day, kind of, for ticket. Like, we have one function, which is basically taking the one day as a…

88 00:08:20.050 00:08:24.990 Awaish Kumar: As in this sheet… And, like, the time of send.

89 00:08:25.440 00:08:30.859 Awaish Kumar: And at that time, basically, will be the one Column here, and…

90 00:08:31.040 00:08:34.010 Awaish Kumar: And we can define the role…

91 00:08:34.200 00:08:36.630 Awaish Kumar: Length of the column, like, the size.

92 00:08:36.809 00:08:41.190 Awaish Kumar: We can, also define the… You know, different,

93 00:08:42.620 00:08:46.290 Awaish Kumar: Like, how the text is… it should be in one line or multiple lines.

94 00:08:47.040 00:08:47.840 Casie Aviles: Okay.

95 00:08:47.840 00:08:53.850 Awaish Kumar: After that is done for one column, we can basically

96 00:08:54.160 00:09:00.919 Awaish Kumar: Just increase the… go to the next scene, go to the next sale, go to the next scene, and in the loop, we can do, basically.

97 00:09:01.370 00:09:03.300 Awaish Kumar: regenerate everything.

98 00:09:03.470 00:09:05.820 Awaish Kumar: From the start, like, we just have to…

99 00:09:06.000 00:09:10.289 Awaish Kumar: have this data somewhere? This… this can’t be the source.

100 00:09:10.630 00:09:14.100 Awaish Kumar: So, we have assumed maybe another sheet sourced.

101 00:09:14.300 00:09:26.660 Awaish Kumar: source data, and read data from there, just… and… but our HP will just populate it in this format, and yeah, these images also, if we have Python schema, obviously we can

102 00:09:26.970 00:09:33.099 Awaish Kumar: Straw these images somewhere, in the Google… in the repository itself, or…

103 00:09:33.280 00:09:38.119 Awaish Kumar: If it’s more dynamic, then we have to read it from database, and it’s, like, the same

104 00:09:38.810 00:09:42.570 Awaish Kumar: I mean, these returns, and then I can just store it in my eye.

105 00:09:42.740 00:09:43.979 Awaish Kumar: The developers, okay.

106 00:09:44.660 00:09:45.940 Casie Aviles: Okay.

107 00:09:46.260 00:09:50.650 Awaish Kumar: And using the library, we can… Basically, do that.

108 00:09:50.750 00:09:56.380 Awaish Kumar: So, what that means is… Once done, it is pretty easy.

109 00:09:56.710 00:10:03.200 Awaish Kumar: Do… Make adjustments, and also, like, it will be automated, like, fully automated.

110 00:10:03.480 00:10:10.780 Awaish Kumar: But, the only initial development time might be… Might take longer, because…

111 00:10:11.020 00:10:11.730 Casie Aviles: Yeah.

112 00:10:11.730 00:10:13.100 Awaish Kumar: That’s my concern.

113 00:10:13.780 00:10:18.320 Awaish Kumar: So, yeah, you can, like, that’s not… me, like, I…

114 00:10:18.550 00:10:22.480 Awaish Kumar: I could probably tell, like, okay, maybe this is…

115 00:10:22.700 00:10:25.870 Awaish Kumar: Using AI, we can generate something.

116 00:10:26.150 00:10:28.820 Awaish Kumar: But then… maybe you still…

117 00:10:29.320 00:10:34.089 Awaish Kumar: on being the safe side, I can say it will take… 5 hours.

118 00:10:35.050 00:10:36.259 Awaish Kumar: To do that.

119 00:10:36.900 00:10:37.640 Casie Aviles: Yeah.

120 00:10:38.280 00:10:41.840 Awaish Kumar: That’s… that’s a… If that team…

121 00:10:42.210 00:10:45.919 Awaish Kumar: like the PM or Robert is okay.

122 00:10:46.210 00:10:48.880 Awaish Kumar: Spending, like, 5-6 hours.

123 00:10:49.160 00:10:52.480 Awaish Kumar: Build on something like that, fully automated.

124 00:10:52.780 00:10:54.910 Casie Aviles: Then that’s the thing.

125 00:10:55.800 00:10:56.400 Casie Aviles: Okay.

126 00:10:57.440 00:10:58.139 Casie Aviles: Yeah, that’s…

127 00:10:58.140 00:11:05.850 Awaish Kumar: Otherwise, otherwise, you are… maybe, like, you have to build this. How much time do you think you have to spend?

128 00:11:06.160 00:11:08.809 Awaish Kumar: To move data, data from other sheep to this ship.

129 00:11:10.420 00:11:18.910 Casie Aviles: If I have to, like, build, like, the automation, the Python script, then that’ll definitely take more time. What I’m doing right now is just…

130 00:11:19.940 00:11:26.550 Casie Aviles: Using the built-in You know, data syncing of… Excel.

131 00:11:27.480 00:11:28.599 Casie Aviles: So, which, which was…

132 00:11:28.600 00:11:33.369 Awaish Kumar: I know, like, you have room table, table, right?

133 00:11:33.370 00:11:33.770 Casie Aviles: Yeah.

134 00:11:34.190 00:11:38.520 Awaish Kumar: But that’s… that’s not giving us an exact format, right?

135 00:11:39.750 00:11:42.780 Casie Aviles: Yeah, it’s not exactly this, same…

136 00:11:43.160 00:11:46.280 Casie Aviles: What the client did say is they’re open to…

137 00:11:47.020 00:11:53.549 Casie Aviles: They’re not… they’re not strict with just this format. They’re open to having us, you know,

138 00:11:54.170 00:11:58.100 Casie Aviles: Change it depending on what’s faster or what’s easier, but…

139 00:11:58.610 00:12:04.839 Awaish Kumar: I understand, but the problem is that the solution we proposed could be better than this, not worse.

140 00:12:07.140 00:12:11.399 Awaish Kumar: So what, like, do you think the way you are showing the pivot table

141 00:12:11.760 00:12:13.720 Awaish Kumar: Like, can you show me again?

142 00:12:15.110 00:12:16.490 Casie Aviles: Yeah, it’s.

143 00:12:17.840 00:12:19.649 Awaish Kumar: As will the time of sin.

144 00:12:21.170 00:12:25.029 Casie Aviles: We have it here. This is the deployed date.

145 00:12:25.140 00:12:26.430 Casie Aviles: Third time?

146 00:12:28.390 00:12:33.299 Casie Aviles: Essentially, this means that, these… these are the three… these have the same…

147 00:12:34.020 00:12:37.739 Casie Aviles: Deployed date, and then this is, like, the name of the email.

148 00:12:38.320 00:12:40.500 Casie Aviles: This is, like, the subject line.

149 00:12:41.500 00:12:47.280 Casie Aviles: So it’s really just, like, the format or visual… Visual change, differences.

150 00:12:47.860 00:12:48.899 Awaish Kumar: I’m not sure what you mean

151 00:12:49.270 00:12:53.150 Awaish Kumar: And then it… I think that looks okay, like, to me.

152 00:12:55.420 00:13:02.680 Casie Aviles: Yeah, because, this is just getting from the main sheet, and literally it’s just a pivot table, so this is what

153 00:13:03.030 00:13:07.469 Casie Aviles: what we’re getting, you know? These are the same fields.

154 00:13:07.570 00:13:09.880 Casie Aviles: It’s just a different visual look.

155 00:13:10.480 00:13:15.359 Casie Aviles: And then here. This is, this is just… don’t find this, but…

156 00:13:15.360 00:13:16.010 Awaish Kumar: Period.

157 00:13:17.270 00:13:19.940 Casie Aviles: Delete that row. But it’s just this.

158 00:13:20.960 00:13:23.640 Casie Aviles: Essentially. It’s the… it should be the same.

159 00:13:23.640 00:13:26.619 Awaish Kumar: So is it not possible to bring in images as well?

160 00:13:28.190 00:13:32.669 Casie Aviles: Image, no, right now we don’t really have it.

161 00:13:32.820 00:13:35.790 Casie Aviles: The client mentioned that they will be

162 00:13:35.930 00:13:41.590 Casie Aviles: Handling, like, pasting it here, but definitely that’s, like, a very… that’s not very efficient.

163 00:13:42.080 00:13:49.939 Casie Aviles: But then again, like, I think they’re just getting it from their creative team, and they’re just pasting it to the sheet, so…

164 00:13:50.740 00:13:51.819 Casie Aviles: That’s… Okay.

165 00:13:52.980 00:13:54.599 Casie Aviles: That’s as much as I know.

166 00:13:54.600 00:13:59.380 Awaish Kumar: But why… but why we having the two… why we have two… Wow.

167 00:14:00.340 00:14:02.550 Awaish Kumar: Can you go back to the seat.

168 00:14:03.450 00:14:04.890 Casie Aviles: Which, which…

169 00:14:05.130 00:14:07.430 Awaish Kumar: And then you… yeah.

170 00:14:07.540 00:14:10.260 Awaish Kumar: Why are we having the two, like, different…

171 00:14:12.630 00:14:13.500 Casie Aviles: tables.

172 00:14:13.630 00:14:20.019 Awaish Kumar: Tables here, we are, like… Like, the top one, maybe we just skip the top one.

173 00:14:20.180 00:14:22.840 Awaish Kumar: And they can just see retirement.

174 00:14:23.570 00:14:29.620 Awaish Kumar: time, and… Okay, so that’s the date, and… but when’s the time?

175 00:14:30.910 00:14:32.109 Casie Aviles: Here, this one.

176 00:14:34.940 00:14:41.049 Awaish Kumar: I wonder if… Okay, so… The shoulder foot.

177 00:14:41.220 00:14:45.489 Awaish Kumar: So you are, like, for each day, you will have similar kind of table.

178 00:14:45.970 00:14:53.690 Awaish Kumar: And, then all the, basically, Like, my question is that…

179 00:14:53.860 00:15:01.160 Awaish Kumar: Like, we have two papers, one at the top, like, until it’s a row number, 15, members.

180 00:15:01.310 00:15:05.780 Awaish Kumar: Then from 19 to 30. This one…

181 00:15:06.140 00:15:13.429 Casie Aviles: It’s, their last year, so they want to compare this year, which is 2025,

182 00:15:13.800 00:15:16.370 Casie Aviles: And last year, per week.

183 00:15:16.370 00:15:24.580 Awaish Kumar: Then writing in our first sheet, in their sheet, they do have one day.

184 00:15:24.760 00:15:31.830 Awaish Kumar: And then multiple times of send, and then one day, and then multiple times of send. How are we handling that?

185 00:15:34.190 00:15:37.710 Casie Aviles: Oh, well, for that,

186 00:15:38.540 00:15:41.389 Casie Aviles: It’s not super clear, I guess, here.

187 00:15:41.500 00:15:43.699 Casie Aviles: That these are grouped under the same…

188 00:15:44.210 00:15:44.590 Awaish Kumar: Yeah.

189 00:15:44.590 00:15:51.020 Casie Aviles: same time, right? So… but that’s what this table means, is they are grouped under the same

190 00:15:51.810 00:15:58.689 Casie Aviles: Monday, 5-10 PM, these were all sent at that same time. And if you go over here…

191 00:15:59.130 00:16:05.590 Casie Aviles: Then there are… there are other times as well, like 12.30pm, And then Wednesday…

192 00:16:05.720 00:16:11.239 Casie Aviles: to 10 PM, so that’s what… how this table… Works… right now.

193 00:16:11.240 00:16:14.749 Awaish Kumar: Okay, so is it possible to change your colors?

194 00:16:15.560 00:16:16.670 Awaish Kumar: Alright.

195 00:16:18.030 00:16:20.280 Awaish Kumar: Tell the people that this is the subgroup.

196 00:16:20.470 00:16:21.470 Awaish Kumar: If something.

197 00:16:21.960 00:16:27.199 Casie Aviles: Okay, yeah, I think that that should be possible. I’ll have to take a look.

198 00:16:28.700 00:16:31.470 Awaish Kumar: I think we can go propose that, like.

199 00:16:31.640 00:16:39.809 Awaish Kumar: It looks okay to me, it’s, like, really, without spending any extra time, we can… we are showing the same information.

200 00:16:39.810 00:16:40.540 Casie Aviles: Yeah.

201 00:16:40.880 00:16:46.199 Awaish Kumar: And, just say… maybe change the color a little bit for the group, and…

202 00:16:46.910 00:16:50.550 Awaish Kumar: And create a permanent loom, like, for Robert, right?

203 00:16:50.970 00:16:51.520 Casie Aviles: Yeah, yeah.

204 00:16:51.520 00:16:56.699 Awaish Kumar: Give him a demo, and… And, maybe after that.

205 00:16:56.850 00:17:01.509 Awaish Kumar: would be good if Robert then, say,

206 00:17:01.690 00:17:05.670 Awaish Kumar: If he wants to beautify it, then we might go for custom

207 00:17:06.150 00:17:12.650 Awaish Kumar: I think script creation, but otherwise, I think it’s… it’s sharing the same information.

208 00:17:13.650 00:17:14.329 Casie Aviles: Yeah.

209 00:17:14.880 00:17:15.359 Awaish Kumar: Okay.

210 00:17:15.369 00:17:15.979 Casie Aviles: Okay.

211 00:17:16.119 00:17:23.399 Casie Aviles: Yeah, I think that’s… yeah, that’s… that’s helpful. Okay, so I’ll just work on figuring out What’s the best…

212 00:17:23.649 00:17:26.199 Casie Aviles: Way to present this, like, visually, so…

213 00:17:26.560 00:17:27.190 Awaish Kumar: Nope.

214 00:17:27.190 00:17:34.919 Casie Aviles: That should be… yeah, I’ll just take a look at the design, and then after that, yeah, I’ll create a loom, and then I’ll also just tag you for visibility.

215 00:17:36.040 00:17:37.170 Awaish Kumar: Okay.

216 00:17:37.500 00:17:39.719 Casie Aviles: Alright, thank you very much, Elise.

217 00:17:40.150 00:17:40.620 Awaish Kumar: Hmm.

218 00:17:40.620 00:17:41.529 Casie Aviles: That should be it.