Meeting Title: Uttam Kumaran <> Sam Roberts Date: 2025-10-21 Meeting participants: Uttam Kumaran, Samuel Roberts
WEBVTT
1 00:00:17.170 ⇒ 00:00:18.869 Samuel Roberts: How about now? There we go.
2 00:00:18.870 ⇒ 00:00:19.750 Uttam Kumaran: Yeah.
3 00:00:21.150 ⇒ 00:00:24.240 Samuel Roberts: Told ya, every time I change my setup, I’m back upstairs, and…
4 00:00:25.190 ⇒ 00:00:30.040 Samuel Roberts: Of course, it defaults to, like, the MacBook mic, which is clamshelled on my desk over here.
5 00:00:30.570 ⇒ 00:00:31.650 Uttam Kumaran: No problem.
6 00:00:32.290 ⇒ 00:00:33.090 Samuel Roberts: Ugh.
7 00:00:33.090 ⇒ 00:00:34.140 Uttam Kumaran: How’s the day going?
8 00:00:34.470 ⇒ 00:00:39.210 Uttam Kumaran: Good, it’s just been, just been,
9 00:00:39.420 ⇒ 00:00:44.599 Uttam Kumaran: some partnership work, and then I’ve been spending some time in Fig… FigJam, just on some, like, architecture.
10 00:00:45.280 ⇒ 00:00:48.620 Uttam Kumaran: Yeah, it’s been good. How about you?
11 00:00:51.610 ⇒ 00:00:58.419 Samuel Roberts: Yeah, I’m getting… I think it’s running now, so it’s unzipping all those files, it’s 13% of the way through.
12 00:00:58.760 ⇒ 00:01:07.969 Samuel Roberts: I… I got it working, and then immediately hit an error, because it’s… some of the files are named .zip, but are actually CSVs, as I just discovered.
13 00:01:08.140 ⇒ 00:01:11.980 Samuel Roberts: So… Who knows how that happened, but…
14 00:01:14.290 ⇒ 00:01:20.159 Samuel Roberts: I’m getting them all uploaded into the Brainforge folder with the same file structure and everything, but…
15 00:01:20.840 ⇒ 00:01:22.310 Samuel Roberts: It’s just chugging along.
16 00:01:22.640 ⇒ 00:01:24.160 Uttam Kumaran: Okay, great.
17 00:01:25.880 ⇒ 00:01:29.750 Uttam Kumaran: Cool. Well, I guess today, probably what I wanted to…
18 00:01:30.090 ⇒ 00:01:37.099 Uttam Kumaran: maybe do, and I’ll… maybe I actually have you drive, is just to… we can start on just creating, like, a fig jam
19 00:01:37.310 ⇒ 00:01:50.400 Uttam Kumaran: for the architecture for Insomnia, and I think our goal today is just for us to create a document that highlights the existing architecture for
20 00:01:50.750 ⇒ 00:01:59.449 Uttam Kumaran: the daily flash. I think, additionally, we will leverage this to start to look at the entire architecture for Insomnia data.
21 00:01:59.720 ⇒ 00:02:03.229 Uttam Kumaran: And we can start leveraging this doc for that.
22 00:02:03.520 ⇒ 00:02:06.620 Uttam Kumaran: One thing that I just…
23 00:02:07.240 ⇒ 00:02:11.599 Uttam Kumaran: One thing we can actually start by doing is… I don’t know how much time you spent
24 00:02:11.750 ⇒ 00:02:20.360 Uttam Kumaran: in, like, our Fig… FigJam, in our Figma project, but we can actually probably just go ahead, and if you want to drive, you can create a new…
25 00:02:20.700 ⇒ 00:02:26.980 Uttam Kumaran: I think there is… there is… looks like there is an Insomnia Cookies… Big jam already?
26 00:02:27.270 ⇒ 00:02:31.260 Uttam Kumaran: So maybe we can leverage that, because it looks like we’re…
27 00:02:31.750 ⇒ 00:02:37.670 Uttam Kumaran: We can, I mean, typically what we do is we just have one fig jam per client with, like, various views.
28 00:02:38.040 ⇒ 00:02:41.350 Uttam Kumaran: So, if you want to start there… Oh.
29 00:02:41.350 ⇒ 00:02:43.309 Samuel Roberts: Let’s see what I see here.
30 00:02:43.310 ⇒ 00:02:45.189 Uttam Kumaran: Yeah, I just slacked it to you.
31 00:02:45.190 ⇒ 00:02:47.780 Samuel Roberts: Oh, perfect, okay, that’s what I was trying to see what I could find in Figma, but…
32 00:02:49.220 ⇒ 00:02:50.030 Uttam Kumaran: And…
33 00:02:57.760 ⇒ 00:03:04.280 Samuel Roberts: Cool, yeah, it’s all… And then I have to edit, and this requested access.
34 00:03:05.360 ⇒ 00:03:06.660 Uttam Kumaran: Nice, okay, approved.
35 00:03:07.120 ⇒ 00:03:10.609 Samuel Roberts: Cool. Oh, look at that, reloading automatically, that’s so nice.
36 00:03:12.170 ⇒ 00:03:15.050 Samuel Roberts: Alright, cool. Do you want me to share this, or you wanna… you got it?
37 00:03:15.050 ⇒ 00:03:21.109 Uttam Kumaran: Yes, if you don’t mind sharing, and then I’m gonna bring into here a lot of…
38 00:03:21.420 ⇒ 00:03:25.239 Uttam Kumaran: So if you want to go ahead and create a new…
39 00:03:25.440 ⇒ 00:03:29.010 Uttam Kumaran: like, view within this, and I’ll just follow your…
40 00:03:29.220 ⇒ 00:03:32.419 Uttam Kumaran: User. On the top left, you can create a new page.
41 00:03:32.830 ⇒ 00:03:36.240 Samuel Roberts: Okay, good, I was gonna say, I haven’t done a ton in Figma, like…
42 00:03:36.240 ⇒ 00:03:36.880 Uttam Kumaran: All good.
43 00:03:37.110 ⇒ 00:03:39.460 Samuel Roberts: Oh, yeah, yeah. New…
44 00:03:40.970 ⇒ 00:03:44.150 Uttam Kumaran: Dude, you can just call, like, It’s called Data Architecture.
45 00:03:44.150 ⇒ 00:03:47.110 Samuel Roberts: Let me do a quick refresh, because I did refresh, but I want to make sure I…
46 00:03:48.080 ⇒ 00:03:50.639 Samuel Roberts: The whole thing reloaded.
47 00:03:50.770 ⇒ 00:03:53.360 Samuel Roberts: Oh, I see what I’m doing here, never mind.
48 00:03:54.300 ⇒ 00:03:58.649 Samuel Roberts: So this is the page, there we go. Okay, let’s call it… what was that? Data architecture?
49 00:03:58.650 ⇒ 00:03:59.380 Uttam Kumaran: Yes.
50 00:04:02.420 ⇒ 00:04:03.080 Samuel Roberts: Cool.
51 00:04:03.830 ⇒ 00:04:16.040 Samuel Roberts: Okay. Yeah, I was going to, like, File New, and I was like, that doesn’t seem right. No, I got… okay. So yeah, this is something I’m not sure I fully understand, like, what the current status is, because it’s… I’ve been, like, on the edges of it a little bit, but…
52 00:04:16.660 ⇒ 00:04:23.769 Uttam Kumaran: Yeah, that’s no problem. I think today, I kind of… I think what I want to go through is just, like, how I would kind of break down.
53 00:04:23.770 ⇒ 00:04:24.220 Samuel Roberts: Yeah.
54 00:04:24.220 ⇒ 00:04:37.170 Uttam Kumaran: the data architecture for this, I think, and then I think once we sort of have a version of what exists, we can then talk through where we want it to go, and then this will set up Robert to kind of pitch
55 00:04:37.600 ⇒ 00:04:44.350 Uttam Kumaran: okay, what does the work entail here? So I think the first place to start is… I think what would be helpful here is…
56 00:04:44.560 ⇒ 00:04:57.650 Uttam Kumaran: Casey wrote up a great SOP, but I think you also have honestly been closer to me on the daily flash, but maybe we can start and just start with the end, which is just, like, if you want to paste in here, like, a screenshot of
57 00:04:57.820 ⇒ 00:04:59.709 Uttam Kumaran: like, the Daily Flash, or even just.
58 00:04:59.710 ⇒ 00:05:00.350 Samuel Roberts: Yeah…
59 00:05:00.350 ⇒ 00:05:06.459 Uttam Kumaran: something that represents that, we can kind of work… we can start there as the final output, and then we’ll kind of
60 00:05:07.040 ⇒ 00:05:11.390 Uttam Kumaran: Typically, what I do is I start there, and then I start from the sources side of things.
61 00:05:12.880 ⇒ 00:05:18.019 Samuel Roberts: Alright, let me find… Where that is…
62 00:05:21.810 ⇒ 00:05:27.709 Samuel Roberts: I think this is it. Let me actually go to the SOP and make sure I’m getting the right URL here. That’s in Notion, I believe.
63 00:05:30.100 ⇒ 00:05:34.419 Samuel Roberts: Too many things open, too many virtual desktops bouncing around here. Give me one sec…
64 00:05:44.010 ⇒ 00:05:45.200 Samuel Roberts: That one’s already open.
65 00:05:49.770 ⇒ 00:05:51.040 Samuel Roberts: Automated daily investment.
66 00:05:53.300 ⇒ 00:05:58.989 Samuel Roberts: Automation staging sheet, marketing performance tracker… oh, it’s been a minute since I looked through this when he was out.
67 00:05:59.530 ⇒ 00:06:01.810 Uttam Kumaran: Yeah, and even if we don’t know, we can literally
68 00:06:02.060 ⇒ 00:06:07.870 Uttam Kumaran: Whatever, if, like, the final things are, we can just paste screenshots of them, and we can keep iterating.
69 00:06:07.870 ⇒ 00:06:09.470 Samuel Roberts: Yeah, okay.
70 00:06:10.070 ⇒ 00:06:13.370 Samuel Roberts: So there’s the marketing performance tracker, and there’s the…
71 00:06:13.640 ⇒ 00:06:17.190 Samuel Roberts: Automation staging sheet. That’s where I’m losing… okay.
72 00:06:22.690 ⇒ 00:06:26.630 Samuel Roberts: Actually, you can’t see what I’m looking at here in Notion, can you? Because I only shared that one.
73 00:06:28.260 ⇒ 00:06:29.640 Samuel Roberts: Pop that book over.
74 00:06:30.210 ⇒ 00:06:35.800 Samuel Roberts: Alright, let me grab a screencap of this one, I guess? The staging sheet, maybe? Yeah.
75 00:06:38.040 ⇒ 00:06:45.400 Samuel Roberts: Why would that… there we go. Sorry, everything’s just being a little slow on my machine right now. Probably because it’s unzipping and uploading a whole bunch of files.
76 00:06:46.390 ⇒ 00:06:47.150 Uttam Kumaran: Oh, you’re good.
77 00:06:47.150 ⇒ 00:06:48.129 Samuel Roberts: in the background.
78 00:06:48.130 ⇒ 00:06:52.639 Uttam Kumaran: And Figma Web may be faster if you’re using desktop, but either way, it’s fine.
79 00:06:53.080 ⇒ 00:06:55.029 Samuel Roberts: Oh, that’s a good point, I do have…
80 00:06:55.420 ⇒ 00:06:57.440 Samuel Roberts: I think I got Figma on here, but you’re right.
81 00:06:59.480 ⇒ 00:07:03.370 Samuel Roberts: But who knows if that’s gonna open right now, so let’s let that chug away.
82 00:07:03.510 ⇒ 00:07:05.700 Samuel Roberts: Yeah, I might have been logged in, so let me get that going.
83 00:07:11.300 ⇒ 00:07:16.610 Samuel Roberts: Open Figma, that’s smart, okay, so then… I always…
84 00:07:17.000 ⇒ 00:07:22.039 Samuel Roberts: Yeah, it was funny, when my… at my last company, like, he was such a desktop app guy, and I was such a web app.
85 00:07:22.040 ⇒ 00:07:22.830 Uttam Kumaran: Oh, okay.
86 00:07:22.830 ⇒ 00:07:29.870 Samuel Roberts: That he’d always, like… it was just really weird, I don’t know, like, we both, like, defaulted to other things, but this isn’t even updated. Okay, let’s just work here, then.
87 00:07:33.430 ⇒ 00:07:34.690 Samuel Roberts: So that’s that one.
88 00:07:34.790 ⇒ 00:07:36.280 Samuel Roberts: It’s not the right one that I’m looking for.
89 00:07:38.790 ⇒ 00:07:44.079 Samuel Roberts: Back to the SRP… Daily Impact Scorecard, that’s the one I’m looking for here.
90 00:07:48.810 ⇒ 00:07:52.619 Samuel Roberts: Oh, that’s in there. Oh, right, right, right, okay, well…
91 00:07:54.380 ⇒ 00:07:59.640 Samuel Roberts: I’m just gonna pull this screenshot in then, cause… I don’t have access to the scorecard, it looks like, in there.
92 00:08:01.970 ⇒ 00:08:05.540 Samuel Roberts: They’re, microsoft.
93 00:08:07.940 ⇒ 00:08:10.340 Samuel Roberts: Yeah, okay, I’m not gonna worry about that, I’m just gonna paste this in.
94 00:08:11.430 ⇒ 00:08:12.230 Samuel Roberts: Allow…
95 00:08:15.090 ⇒ 00:08:19.050 Samuel Roberts: So is this, is this, like, what we’re talking through right now? Like, the scorecard that he’s been doing?
96 00:08:19.050 ⇒ 00:08:26.290 Uttam Kumaran: Yes, exactly, and so basically what I want to do is, like, basically map out how end-to-end data gets into here.
97 00:08:26.310 ⇒ 00:08:27.140 Samuel Roberts: Perfect, okay.
98 00:08:27.140 ⇒ 00:08:31.390 Uttam Kumaran: So basically do a visual map of his SOP.
99 00:08:31.770 ⇒ 00:08:34.610 Samuel Roberts: That’s… okay, great, let me make sure I got this off the side here.
100 00:08:35.380 ⇒ 00:08:36.130 Samuel Roberts: Oops.
101 00:08:38.730 ⇒ 00:08:43.529 Samuel Roberts: Okay, cool, let’s figure this. Alright, so, let’s go back to the scorecard.
102 00:08:45.850 ⇒ 00:08:51.700 Samuel Roberts: That’s what he’s got… Give me a little more than probably assuming, right?
103 00:08:53.160 ⇒ 00:08:56.750 Samuel Roberts: Paid media, alright, they’re all highlighted here, did he reference them all here?
104 00:08:58.160 ⇒ 00:09:01.160 Samuel Roberts: Would it be better if I had the notion side-by-side with this? Do you want that?
105 00:09:01.160 ⇒ 00:09:06.580 Uttam Kumaran: Yeah, I literally… I think that’s fine. Yeah, you can… you can… I have it up on my screen.
106 00:09:06.730 ⇒ 00:09:07.440 Uttam Kumaran: like, so I’.
107 00:09:07.440 ⇒ 00:09:08.719 Samuel Roberts: Oh, okay, that’s fine, I…
108 00:09:09.010 ⇒ 00:09:10.000 Uttam Kumaran: Yeah, yeah, yeah.
109 00:09:10.210 ⇒ 00:09:15.329 Uttam Kumaran: I’m following… I’m following your Figma user.
110 00:09:15.650 ⇒ 00:09:21.349 Uttam Kumaran: Okay. So… so I’m following what you… but I have it on my left, on my screen, so yeah.
111 00:09:21.350 ⇒ 00:09:25.739 Samuel Roberts: Okay, yeah, he’s got them side-by-side here as well, so… Cool, we want to enter the values for the…
112 00:09:26.380 ⇒ 00:09:31.169 Samuel Roberts: FF… From Google Ads and Meta…
113 00:09:32.420 ⇒ 00:09:35.779 Samuel Roberts: Paid media… okay, so this paid media here…
114 00:09:36.460 ⇒ 00:09:41.939 Samuel Roberts: is… let’s see, sorry, my… this is where my Figma lack of experience is shining.
115 00:09:43.080 ⇒ 00:09:49.900 Samuel Roberts: Alright, so it’s just curve… alright, let’s just label this here. This is the… What?
116 00:09:51.790 ⇒ 00:09:56.170 Samuel Roberts: Google Ads and Meta is the paid media for both of these, I’m guessing, right?
117 00:09:57.390 ⇒ 00:09:59.099 Uttam Kumaran: Yeah, so what we can do…
118 00:09:59.100 ⇒ 00:10:03.270 Samuel Roberts: Yeah, tell me how you would do this, because I’m not really sure the best way. I’m just gonna start labeling things here for me, and then…
119 00:10:03.270 ⇒ 00:10:05.240 Uttam Kumaran: So what I’ll do is,
120 00:10:06.070 ⇒ 00:10:12.029 Uttam Kumaran: I’ll even try to get you some… Things around data flow, so…
121 00:10:12.140 ⇒ 00:10:18.829 Uttam Kumaran: One thing we can do is, if you… on the bottom right of your screen, you can actually bring in, like, templates, and so usually what I do here is I bring in, like, a…
122 00:10:19.100 ⇒ 00:10:20.839 Uttam Kumaran: Did I bring in, like, one of the…
123 00:10:20.960 ⇒ 00:10:25.390 Uttam Kumaran: just the date… the diagram basics template, so…
124 00:10:25.560 ⇒ 00:10:29.159 Uttam Kumaran: I’ll hit add template, and that way it gives you these, like, helpful…
125 00:10:29.470 ⇒ 00:10:30.859 Samuel Roberts: All things. Oh, okay.
126 00:10:31.380 ⇒ 00:10:36.560 Uttam Kumaran: So, I usually delete this, delete this, delete this… And…
127 00:10:36.840 ⇒ 00:10:40.419 Samuel Roberts: Oh, I didn’t even see where you were, okay. I’m, like, way out here.
128 00:10:40.420 ⇒ 00:10:47.550 Uttam Kumaran: from here. So, kind of, like, what we want to start with first is if we just start… so, one thing is I’ll just…
129 00:10:47.750 ⇒ 00:10:51.990 Uttam Kumaran: Let me try to, like, move all this closer so we can, like,
130 00:10:53.080 ⇒ 00:10:55.529 Uttam Kumaran: kind of zoom out a little bit, so…
131 00:10:55.530 ⇒ 00:10:56.970 Samuel Roberts: Okay, yeah, thank you.
132 00:10:57.340 ⇒ 00:11:01.970 Uttam Kumaran: One thing we can do to start… so I’ll actually… let me… let’s just move to the bottom here.
133 00:11:02.190 ⇒ 00:11:06.889 Uttam Kumaran: And then one thing I’m gonna do is I’m gonna put this, like, on the far right. So this is, like, kind of, like, what we’re trying to.
134 00:11:06.890 ⇒ 00:11:08.230 Samuel Roberts: Yep, okay.
135 00:11:08.230 ⇒ 00:11:12.730 Uttam Kumaran: So, I think the best place to start, and actually, like.
136 00:11:12.880 ⇒ 00:11:17.189 Uttam Kumaran: This is sort… this diagram above is actually sort of a good place
137 00:11:17.330 ⇒ 00:11:24.920 Uttam Kumaran: To sort of, like, use as a North Star for, like, how this whole diagram. So what we’ll basically start with is there’ll be sources on the left.
138 00:11:25.020 ⇒ 00:11:37.229 Uttam Kumaran: there’ll be, like, pipelines, there’ll be, like, somewhere to land data, and then somewhere, typically, to model it, and then the scorecard. Right now, we don’t have a lot of these middle grounds, so we’re moving directly from source…
139 00:11:37.230 ⇒ 00:11:37.870 Samuel Roberts: And…
140 00:11:37.870 ⇒ 00:11:52.370 Uttam Kumaran: So, like, a spreadsheet to here. So I think the first place where we can start is we can just start by labeling, like, data sources. So if I was to take the first copy, right, so the first place to start is we have
141 00:11:54.220 ⇒ 00:12:01.780 Uttam Kumaran: So it looks like, roughly, he’s broken it up to paid media, owned marketing, FDA promotion, non-cool, and then there’s… yeah.
142 00:12:01.920 ⇒ 00:12:09.859 Uttam Kumaran: So, basically, what we can… what we can start with is, one, like, let’s create, like, a new section. And so on the bottom,
143 00:12:09.990 ⇒ 00:12:13.300 Uttam Kumaran: On the bottom of your screen, there’s actually this little button to create a section.
144 00:12:14.670 ⇒ 00:12:18.920 Uttam Kumaran: So what we can do is we can create a section for paid media?
145 00:12:19.400 ⇒ 00:12:24.620 Uttam Kumaran: And then we can just put in these little pills that’ll represent both the paid media sources. So Facebook.
146 00:12:24.620 ⇒ 00:12:25.610 Samuel Roberts: Cool. Okay.
147 00:12:25.610 ⇒ 00:12:29.470 Uttam Kumaran: And then we can do one for…
148 00:12:29.700 ⇒ 00:12:34.000 Uttam Kumaran: Google Ads. So we’re not trying to make it look pretty, we just want to make sure everything’s here.
149 00:12:34.000 ⇒ 00:12:35.070 Samuel Roberts: Yeah, yeah.
150 00:12:35.070 ⇒ 00:12:44.239 Uttam Kumaran: come back. So, this is, like, our first thing. So this is paid media, right? So the second thing I would then do is put one below it, and then this one is called…
151 00:12:44.470 ⇒ 00:12:47.080 Uttam Kumaran: Owned marketing.
152 00:12:47.080 ⇒ 00:12:47.790 Samuel Roberts: Sure.
153 00:12:47.790 ⇒ 00:12:52.390 Uttam Kumaran: Right? And so this is just… Braze?
154 00:12:52.530 ⇒ 00:12:53.310 Uttam Kumaran: Blake?
155 00:12:53.310 ⇒ 00:12:54.929 Samuel Roberts: Yep, it looks like.
156 00:12:54.930 ⇒ 00:12:58.109 Uttam Kumaran: And then, what we can also do is change the color of this.
157 00:12:58.510 ⇒ 00:13:00.700 Uttam Kumaran: Right, so it’s a little bit distinct.
158 00:13:00.800 ⇒ 00:13:04.699 Samuel Roberts: And then do you want to do the next one? So this, that would be FDA?
159 00:13:05.380 ⇒ 00:13:07.719 Samuel Roberts: So if I just, yeah, cool.
160 00:13:07.870 ⇒ 00:13:09.770 Samuel Roberts: Oop, no, didn’t grab all that, okay.
161 00:13:09.920 ⇒ 00:13:13.320 Uttam Kumaran: And then I’m also gonna work on, sort of, sections for the output.
162 00:13:13.460 ⇒ 00:13:16.449 Uttam Kumaran: So I’m gonna work on one section.
163 00:13:16.820 ⇒ 00:13:23.190 Uttam Kumaran: This is for the… daily… Sales Flash?
164 00:13:23.870 ⇒ 00:13:25.380 Uttam Kumaran: And then we also have…
165 00:13:25.380 ⇒ 00:13:26.730 Samuel Roberts: Oh, I see you, okay, cool.
166 00:13:27.400 ⇒ 00:13:29.599 Uttam Kumaran: Yeah, so we have the daily sales flash.
167 00:13:30.110 ⇒ 00:13:31.460 Uttam Kumaran: And then there’s sort of, like.
168 00:13:31.780 ⇒ 00:13:37.409 Uttam Kumaran: And it looks like… again, I’m gonna… for me, my brain kind of… I hop back and forth between source and this.
169 00:13:37.590 ⇒ 00:13:41.080 Uttam Kumaran: Okay. So, for me, Daily Sail Flash is the final update.
170 00:13:41.240 ⇒ 00:13:46.370 Uttam Kumaran: We have, like, two… two sort of key, like,
171 00:13:46.550 ⇒ 00:14:00.149 Uttam Kumaran: sort of flows that need to happen, so let’s represent that with… with this, which is… we have one, which is the, like, daily update, and we also have, like, a 7-day backfill, it looks like.
172 00:14:01.910 ⇒ 00:14:03.529 Samuel Roberts: Right, right, okay.
173 00:14:03.530 ⇒ 00:14:08.059 Uttam Kumaran: Right, and so both of these, and then the nice thing you can do is you can also click arrow.
174 00:14:08.200 ⇒ 00:14:11.230 Uttam Kumaran: And you can easily just add,
175 00:14:13.780 ⇒ 00:14:16.960 Uttam Kumaran: You can add arrows to this, so…
176 00:14:16.960 ⇒ 00:14:18.209 Samuel Roberts: Right, right, okay.
177 00:14:18.550 ⇒ 00:14:20.000 Uttam Kumaran: So that’s…
178 00:14:20.110 ⇒ 00:14:31.599 Uttam Kumaran: the one thing I’m gonna do is just make sure that these are the two things that we’re doing. This is, like, our… our actions, like, our daily actions, right? So I’m gonna put this here as, like…
179 00:14:31.960 ⇒ 00:14:36.979 Uttam Kumaran: Daily… Daily actions by, like, 10 AM.
180 00:14:37.340 ⇒ 00:14:42.799 Uttam Kumaran: And so you can see that what I’m just doing is trying to create a map of, like, visually, like, what the heck is going on here.
181 00:14:42.800 ⇒ 00:14:43.820 Samuel Roberts: No, that makes more sense.
182 00:14:44.310 ⇒ 00:14:47.329 Uttam Kumaran: Okay, so we have all of our… all of our sources.
183 00:14:47.330 ⇒ 00:14:59.580 Samuel Roberts: Yeah, that’s great. I was getting distracted, but… This is… This is, rans…
184 00:15:01.670 ⇒ 00:15:05.529 Samuel Roberts: This is… what was the last one? Uber Eats, which I guess is, yeah.
185 00:15:12.810 ⇒ 00:15:15.780 Samuel Roberts: This is where my OCD starts to be like, everything’s gotta line up, and…
186 00:15:15.780 ⇒ 00:15:17.149 Uttam Kumaran: Yeah, yeah, and then…
187 00:15:17.150 ⇒ 00:15:18.169 Samuel Roberts: Alright, so the next thing…
188 00:15:18.170 ⇒ 00:15:25.910 Uttam Kumaran: For paid media, it says, open the spreadsheet, search the same date, but for 2024, log into Facebook ads.
189 00:15:26.190 ⇒ 00:15:32.700 Uttam Kumaran: Login to Insomnia, export this. So, it looks like this is basically, like.
190 00:15:33.990 ⇒ 00:15:35.029 Samuel Roberts: Oh, there we go, yeah.
191 00:15:43.520 ⇒ 00:15:44.200 Uttam Kumaran: Oh…
192 00:16:05.910 ⇒ 00:16:07.850 Samuel Roberts: You’re… where are you in the ASOP?
193 00:16:08.040 ⇒ 00:16:15.509 Uttam Kumaran: I’m at the paid media meta ads and Google Ads, so it looks like… For the first one…
194 00:16:17.730 ⇒ 00:16:19.980 Uttam Kumaran: After login from Facebook.
195 00:16:21.430 ⇒ 00:16:22.410 Samuel Roberts: Oh, God.
196 00:16:22.600 ⇒ 00:16:25.789 Uttam Kumaran: Doesn’t look like there’s really, like, a step there.
197 00:16:26.850 ⇒ 00:16:29.289 Uttam Kumaran: So, let me see what is in his loom.
198 00:16:57.100 ⇒ 00:17:02.179 Uttam Kumaran: Okay, there’s some type of, like, process. I’m just gonna put this Loom video here.
199 00:17:02.250 ⇒ 00:17:06.839 Samuel Roberts: Oh, right. But it’s probably something for us to go down. So it looks like there’s some type of, like…
200 00:17:07.109 ⇒ 00:17:13.710 Uttam Kumaran: I’m gonna do one thing, which is… This is a process one.
201 00:17:13.940 ⇒ 00:17:19.310 Uttam Kumaran: I’m gonna say there is some type of, like, manual… export…
202 00:17:19.670 ⇒ 00:17:20.770 Samuel Roberts: Yeah, okay.
203 00:17:20.770 ⇒ 00:17:22.409 Uttam Kumaran: From Facebook, right?
204 00:17:27.130 ⇒ 00:17:32.159 Uttam Kumaran: And then, looks like Google Ads… There’s another…
205 00:17:36.240 ⇒ 00:17:37.690 Uttam Kumaran: Manual entry.
206 00:17:41.340 ⇒ 00:17:47.309 Samuel Roberts: This is where I don’t… I think… I think maybe, like, I’ll have you fill in the blank, so one thing I’ll do here is I’ll leave.
207 00:17:47.670 ⇒ 00:17:49.699 Uttam Kumaran: I’ll leave con- I can leave,
208 00:17:50.100 ⇒ 00:17:57.159 Uttam Kumaran: Like, maybe we can leave sticky notes, or… actually, maybe what’s better is, like, we should just have some type of call-out, so…
209 00:17:58.000 ⇒ 00:18:01.279 Uttam Kumaran: Let me see if I can add, like, a little call-out thing.
210 00:18:11.980 ⇒ 00:18:17.039 Uttam Kumaran: Okay, actually, here, how about this?
211 00:18:22.060 ⇒ 00:18:23.389 Samuel Roberts: Oh, nice, yeah, okay.
212 00:18:23.710 ⇒ 00:18:26.030 Uttam Kumaran: I just want, like, this block.
213 00:18:26.030 ⇒ 00:18:26.440 Samuel Roberts: Yeah.
214 00:18:26.440 ⇒ 00:18:31.500 Uttam Kumaran: So, maybe what I’ll do is I’ll just put the sticky, we can put red…
215 00:18:32.040 ⇒ 00:18:33.370 Samuel Roberts: And then basically…
216 00:18:34.320 ⇒ 00:18:42.319 Uttam Kumaran: what I want to figure out is, like, like… the Facebook…
217 00:18:42.530 ⇒ 00:18:45.059 Uttam Kumaran: That is not clear in BS.
218 00:18:45.060 ⇒ 00:18:46.090 Samuel Roberts: Right.
219 00:18:46.440 ⇒ 00:18:52.360 Uttam Kumaran: Right, so that’s one item, but looks like there is something that happens here between this.
220 00:18:52.730 ⇒ 00:18:58.249 Uttam Kumaran: the Google Ads step… Open the spreadsheet, search the same date.
221 00:19:01.140 ⇒ 00:19:02.970 Samuel Roberts: Wait, I’m not sure, wait, hold on, hold on…
222 00:19:03.910 ⇒ 00:19:07.500 Uttam Kumaran: There’s, like, getting it from a… Looker Report.
223 00:19:08.000 ⇒ 00:19:09.740 Samuel Roberts: That’s what I’m seeing here is the Looker, yeah.
224 00:19:12.650 ⇒ 00:19:16.270 Uttam Kumaran: So, there’s, like, some type of, like, Looker report?
225 00:19:17.250 ⇒ 00:19:23.080 Uttam Kumaran: So this is where, like, I don’t know…
226 00:19:23.700 ⇒ 00:19:27.099 Uttam Kumaran: I’m just gonna put here, like, there is a Looker report.
227 00:19:27.100 ⇒ 00:19:28.430 Samuel Roberts: Sure, sure, okay.
228 00:19:28.430 ⇒ 00:19:30.890 Uttam Kumaran: This is gonna be something also to, like, figure out.
229 00:19:32.150 ⇒ 00:19:32.870 Samuel Roberts: Right.
230 00:19:32.890 ⇒ 00:19:34.240 Uttam Kumaran: This thing, right?
231 00:19:34.610 ⇒ 00:19:41.030 Uttam Kumaran: So, there’s, like, manual… So this is, like, export… From Looker…
232 00:19:41.030 ⇒ 00:19:43.009 Samuel Roberts: That’s what I was just thinking of. Yeah.
233 00:19:43.320 ⇒ 00:19:48.779 Uttam Kumaran: And then… Okay, so there’s some process there. Okay, so, like, that’s fine, let’s…
234 00:19:49.560 ⇒ 00:19:51.240 Samuel Roberts: Let’s see…
235 00:19:51.240 ⇒ 00:19:57.820 Uttam Kumaran: So, I’m gonna leave, like, a question mark here, and then… Let’s move on to Braze.
236 00:19:58.120 ⇒ 00:20:02.479 Uttam Kumaran: So, Braze, Dashboards, Campaign, Excel and SharePoint.
237 00:20:03.540 ⇒ 00:20:06.930 Uttam Kumaran: Braze Dashboard Campaigns to Marketing Performance Tracker.
238 00:20:08.340 ⇒ 00:20:12.210 Uttam Kumaran: Updating the aggregate values in the daily impact scorecard.
239 00:20:12.640 ⇒ 00:20:15.040 Uttam Kumaran: Okay, so there’s some type of, like…
240 00:20:17.120 ⇒ 00:20:24.009 Uttam Kumaran: Open required spreadsheets, Daily Impact Scorecard, and Marketing Performance Tracker. Okay, so there’s two spreadsheets.
241 00:20:24.900 ⇒ 00:20:25.690 Uttam Kumaran: Right.
242 00:20:25.970 ⇒ 00:20:26.940 Samuel Roberts: Yeah…
243 00:20:26.940 ⇒ 00:20:37.840 Uttam Kumaran: It looks like… There’s this, and there’s another one, which is… Marketing Performance Tracker.
244 00:20:39.090 ⇒ 00:20:43.300 Uttam Kumaran: So this one, we’re gonna need…
245 00:20:44.040 ⇒ 00:20:47.540 Uttam Kumaran: Neat screenshot. If you want to get a screenshot or link that here, that’d be great.
246 00:20:47.540 ⇒ 00:20:49.139 Samuel Roberts: Yeah, just pulling that up.
247 00:20:49.350 ⇒ 00:20:50.819 Samuel Roberts: Or trying to, at least, it’s…
248 00:20:53.520 ⇒ 00:20:58.270 Samuel Roberts: Yeah, I don’t know if I’ve got access to that. Make sure to log into his Microsoft account.
249 00:20:59.450 ⇒ 00:21:00.999 Samuel Roberts: Let me do that real quick.
250 00:21:14.750 ⇒ 00:21:16.549 Samuel Roberts: Oh, cool, I have that PC.
251 00:21:18.350 ⇒ 00:21:23.120 Samuel Roberts: Who knows if it’s gonna let me in, but… Suspicious activity, oh boy.
252 00:21:24.590 ⇒ 00:21:28.630 Samuel Roberts: Use a verification code, please be… Cool, okay.
253 00:21:29.520 ⇒ 00:21:31.780 Samuel Roberts: Man, 1Password having those is so good.
254 00:21:31.780 ⇒ 00:21:32.560 Uttam Kumaran: I know.
255 00:21:33.510 ⇒ 00:21:38.330 Samuel Roberts: I hate… and honestly, I’ve been trying to use it more and more on my own, too, because having that authentication app is…
256 00:21:38.330 ⇒ 00:21:39.870 Uttam Kumaran: Yeah. So tedious. I agree.
257 00:21:39.870 ⇒ 00:21:43.990 Samuel Roberts: It’s, like, why I wasn’t using two-factor auth, more places.
258 00:21:44.330 ⇒ 00:21:48.440 Samuel Roberts: Okay, so, is that this… this is the marketing performance tracker?
259 00:21:48.440 ⇒ 00:21:49.180 Uttam Kumaran: Yes.
260 00:21:49.730 ⇒ 00:21:56.410 Samuel Roberts: Okay, go to our staging Google Sheets for the Brace Campaign sheet here. Are we looking at the same SOP?
261 00:21:56.710 ⇒ 00:21:59.089 Uttam Kumaran: I’m looking at daily impact scorecard SOP.
262 00:21:59.150 ⇒ 00:22:01.830 Samuel Roberts: Oh, I’m looking at automated daily impact scorecard SOP.
263 00:22:01.830 ⇒ 00:22:02.480 Uttam Kumaran: Oh.
264 00:22:03.570 ⇒ 00:22:04.710 Uttam Kumaran: I don’t know what that is.
265 00:22:04.710 ⇒ 00:22:09.050 Samuel Roberts: Yeah, I don’t know… let me find that one, too. I don’t know why there’s two, then.
266 00:22:09.450 ⇒ 00:22:12.839 Uttam Kumaran: Automated Daily Impact Scorecard SOP.
267 00:22:15.920 ⇒ 00:22:16.890 Uttam Kumaran: Oh.
268 00:22:17.540 ⇒ 00:22:21.559 Samuel Roberts: That’s why I was a little confused when you started reading some things. I’m, like, searching around this file for it.
269 00:22:24.370 ⇒ 00:22:24.950 Uttam Kumaran: Well…
270 00:22:24.950 ⇒ 00:22:29.370 Samuel Roberts: What was this one? This one is… I don’t see when this was created.
271 00:22:31.420 ⇒ 00:22:32.520 Samuel Roberts: Let me get that in.
272 00:22:41.120 ⇒ 00:22:43.140 Samuel Roberts: Oh, I see, okay.
273 00:22:44.500 ⇒ 00:22:45.620 Samuel Roberts: Okay, let’s…
274 00:22:45.620 ⇒ 00:22:48.680 Uttam Kumaran: Yeah, I don’t know which one is still valid, or which one.
275 00:22:48.680 ⇒ 00:22:49.710 Samuel Roberts: Yeah.
276 00:22:50.260 ⇒ 00:22:57.109 Samuel Roberts: This looks like it’s the… original, and then… SOP.
277 00:22:57.110 ⇒ 00:22:58.570 Uttam Kumaran: And this is the new one.
278 00:22:58.570 ⇒ 00:23:02.819 Samuel Roberts: Yeah, I think the automated one is the one that… Casey must have put together…
279 00:23:03.970 ⇒ 00:23:08.780 Samuel Roberts: For… when he was out, at least, or just Desman keeping up to date, maybe?
280 00:23:11.130 ⇒ 00:23:12.270 Samuel Roberts: Yeah.
281 00:23:17.880 ⇒ 00:23:19.170 Samuel Roberts: Interesting, okay.
282 00:23:19.630 ⇒ 00:23:22.740 Uttam Kumaran: Okay, I’ll maybe let you go deeper on this.
283 00:23:22.740 ⇒ 00:23:23.950 Samuel Roberts: Yeah, it’s fine, yeah.
284 00:23:23.950 ⇒ 00:23:29.420 Uttam Kumaran: So, the only thing I know is, like, it looks like there’s, like, some type of… For the marketing…
285 00:23:31.060 ⇒ 00:23:34.380 Uttam Kumaran: For the marketing performance tracker, there is…
286 00:23:49.390 ⇒ 00:23:53.790 Uttam Kumaran: I mean, looks like there’s something for email push and SMS.
287 00:23:59.900 ⇒ 00:24:01.339 Uttam Kumaran: Okay…
288 00:24:07.520 ⇒ 00:24:09.090 Uttam Kumaran: And looks like there’s some data there.
289 00:24:09.090 ⇒ 00:24:11.820 Samuel Roberts: Yeah, that goes from Braze…
290 00:24:17.920 ⇒ 00:24:19.629 Samuel Roberts: Log into Braze.
291 00:24:19.970 ⇒ 00:24:23.110 Samuel Roberts: Fill in the marketing performance tracker. Okay, I see, okay.
292 00:24:28.990 ⇒ 00:24:32.749 Uttam Kumaran: Okay, this is where it’s getting a little bit more confusing for me.
293 00:24:32.750 ⇒ 00:24:33.800 Samuel Roberts: Yeah.
294 00:24:34.370 ⇒ 00:24:35.000 Uttam Kumaran: Yeah, yeah.
295 00:24:35.010 ⇒ 00:24:35.700 Samuel Roberts: Nathan.
296 00:24:44.150 ⇒ 00:24:51.180 Uttam Kumaran: And so then it looks like there’s also this, like, FDA… Projections… The third one.
297 00:24:52.400 ⇒ 00:24:54.949 Uttam Kumaran: So I’m gonna add a third output here.
298 00:24:57.100 ⇒ 00:25:00.500 Uttam Kumaran: Called FDA Projections.
299 00:25:07.410 ⇒ 00:25:09.849 Samuel Roberts: Oh, interesting. Yeah, okay, I see that here. OneDrive file.
300 00:25:09.850 ⇒ 00:25:13.790 Uttam Kumaran: And then this is… yeah, and then this is, like, where these go.
301 00:25:15.720 ⇒ 00:25:22.220 Uttam Kumaran: And then there’s some specific process for Uber ads… Uber Eats… DoorDash…
302 00:25:25.450 ⇒ 00:25:27.400 Samuel Roberts: Yep, okay, I see those here, yeah, okay.
303 00:25:29.130 ⇒ 00:25:30.830 Samuel Roberts: mock scorecard?
304 00:25:34.540 ⇒ 00:25:39.980 Uttam Kumaran: And then there’s daily imp… there’s Daily Sales Flash and Daily Impact Scorecard.
305 00:25:40.430 ⇒ 00:25:46.740 Uttam Kumaran: I guess this is another one… Daily impact… scorecard…
306 00:26:03.120 ⇒ 00:26:07.979 Uttam Kumaran: And so there looks like he developed some type of Braze automation.
307 00:26:08.110 ⇒ 00:26:12.360 Samuel Roberts: Yeah, that I remember hearing about. I think that’s a browser automation that he’d got running.
308 00:26:13.780 ⇒ 00:26:14.530 Uttam Kumaran: Okay.
309 00:26:14.730 ⇒ 00:26:21.430 Uttam Kumaran: I know we’re… I have to jump to a next meeting, but I think what’s helpful, like, maybe if we just put, like, a couple of, like.
310 00:26:21.660 ⇒ 00:26:24.840 Uttam Kumaran: basically, like, to-dos?
311 00:26:24.840 ⇒ 00:26:26.170 Samuel Roberts: Sure.
312 00:26:28.720 ⇒ 00:26:34.350 Uttam Kumaran: The one is, like… Confirm these are all sources.
313 00:26:34.710 ⇒ 00:26:38.210 Uttam Kumaran: I also want to… and then, basically.
314 00:26:39.400 ⇒ 00:26:42.629 Uttam Kumaran: what I want to find out is,
315 00:26:44.160 ⇒ 00:26:51.899 Uttam Kumaran: Like, if… for… we just basically need to know, like, what each of the actions are from each of the sources.
316 00:26:52.060 ⇒ 00:26:58.230 Uttam Kumaran: And what that’ll allow us to do is say, great, like, I see that we have data from Facebook, Google Ads, Braze.
317 00:26:58.380 ⇒ 00:27:05.879 Uttam Kumaran: Like, the alternative is we hook into their APIs, we drop into a warehouse, and then we produce whatever report they need.
318 00:27:06.010 ⇒ 00:27:06.880 Uttam Kumaran: Right? So…
319 00:27:06.880 ⇒ 00:27:07.470 Samuel Roberts: Right, right.
320 00:27:07.470 ⇒ 00:27:10.580 Uttam Kumaran: Ideally, what I want to understand is…
321 00:27:10.720 ⇒ 00:27:16.070 Uttam Kumaran: Do we have a concise list of dimensions and measures?
322 00:27:17.170 ⇒ 00:27:22.660 Uttam Kumaran: For final and intermediary reports.
323 00:27:24.510 ⇒ 00:27:28.070 Uttam Kumaran: To give, the reason being is, like,
324 00:27:31.130 ⇒ 00:27:35.240 Uttam Kumaran: This final, like, reports, these are just columns and…
325 00:27:35.910 ⇒ 00:27:36.590 Samuel Roberts: Yeah.
326 00:27:36.590 ⇒ 00:27:45.909 Uttam Kumaran: dimensions and measures, right? So, ideally, what we want to do is break this down into, like, constituent tables. Like, where is all this data coming from? What are the transformations that are happening?
327 00:27:47.030 ⇒ 00:27:52.270 Uttam Kumaran: And then we can promote, okay, there’s probably a way for us to move this entire thing into something with dbt.
328 00:27:52.430 ⇒ 00:27:52.970 Uttam Kumaran: Or we can…
329 00:27:52.970 ⇒ 00:27:53.600 Samuel Roberts: Yeah.
330 00:27:53.600 ⇒ 00:27:57.129 Uttam Kumaran: land the data in, model in SQL, and then produce these reports.
331 00:27:57.680 ⇒ 00:27:58.320 Samuel Roberts: Okay.
332 00:27:58.320 ⇒ 00:28:01.359 Uttam Kumaran: So that’s, like, my goal. So I think what’s… what would be helpful is…
333 00:28:01.540 ⇒ 00:28:04.870 Uttam Kumaran: Maybe see how far you can get on this today.
334 00:28:04.870 ⇒ 00:28:05.960 Samuel Roberts: Yeah.
335 00:28:05.960 ⇒ 00:28:09.319 Uttam Kumaran: And then also leave comments. I would say leave…
336 00:28:09.610 ⇒ 00:28:15.829 Uttam Kumaran: notes directly in here, because then we can have Casey come in and basically… Like, help complete this?
337 00:28:15.830 ⇒ 00:28:16.480 Samuel Roberts: Yeah, of course.
338 00:28:16.480 ⇒ 00:28:19.839 Uttam Kumaran: And then also leave comments in the SOP where it’s not clear.
339 00:28:19.960 ⇒ 00:28:23.599 Samuel Roberts: Okay. Because even the SOP, I don’t think it’s, like, super clear, now that we’re going through it.
340 00:28:23.600 ⇒ 00:28:27.650 Uttam Kumaran: And then, hopefully by the end of this week, we can kind of come up with a proposed, like.
341 00:28:27.880 ⇒ 00:28:35.370 Uttam Kumaran: what could this look like in a more automated… right? So our goals are, like, automation for two reasons.
342 00:28:36.380 ⇒ 00:28:40.340 Uttam Kumaran: Juan is, like, resiliency?
343 00:28:41.170 ⇒ 00:28:45.080 Uttam Kumaran: Current… and also, it’s, like, like, it’s really fragile right now, depending…
344 00:28:45.080 ⇒ 00:28:45.790 Samuel Roberts: Yes.
345 00:28:45.790 ⇒ 00:28:49.110 Uttam Kumaran: on one person… Daily?
346 00:28:49.110 ⇒ 00:28:49.850 Samuel Roberts: Yeah.
347 00:28:49.850 ⇒ 00:28:56.990 Uttam Kumaran: And then also, it’s also, like, I prone to error.
348 00:28:58.540 ⇒ 00:29:00.960 Uttam Kumaran: And then also, it’s, like, redundancy.
349 00:29:01.310 ⇒ 00:29:06.209 Uttam Kumaran: this data… Can’t get used for analysis at the moment.
350 00:29:07.240 ⇒ 00:29:10.750 Uttam Kumaran: Right, right. So this is, like, our goals of trying to automate this thing.
351 00:29:12.900 ⇒ 00:29:16.799 Uttam Kumaran: Okay, cool, I gotta jump to the next thing, but yeah, maybe let me know how far you get.
352 00:29:17.000 ⇒ 00:29:21.470 Samuel Roberts: Yeah, oh, take a stab and see how far I can… much I can understand here, and…
353 00:29:21.590 ⇒ 00:29:22.720 Samuel Roberts: I can do. Cool.
354 00:29:22.720 ⇒ 00:29:23.380 Uttam Kumaran: Okay.
355 00:29:23.490 ⇒ 00:29:24.619 Uttam Kumaran: Thank you, dude.
356 00:29:24.620 ⇒ 00:29:25.869 Samuel Roberts: Alright, yeah, no problem, thank you.
357 00:29:25.870 ⇒ 00:29:27.000 Uttam Kumaran: Okay, bye.
358 00:29:27.260 ⇒ 00:29:27.840 Samuel Roberts: Bye.