Meeting Title: Sync on Klaviyo Date: 2026-02-03 Meeting participants: Bobby Palmieri, Pranav Narahari
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1 00:00:09.750 ⇒ 00:00:10.450 Bobby Palmieri: Alright.
2 00:00:11.530 ⇒ 00:00:12.509 Bobby Palmieri: Let’s see, Brett.
3 00:00:12.770 ⇒ 00:00:13.390 Bobby Palmieri: Please.
4 00:00:19.900 ⇒ 00:00:22.270 Bobby Palmieri: What’s it called? Hello, sir.
5 00:00:22.270 ⇒ 00:00:23.760 Pranav Narahari: Well, hello, good morning.
6 00:00:23.800 ⇒ 00:00:25.349 Bobby Palmieri: Good morning, how are ya?
7 00:00:25.350 ⇒ 00:00:26.639 Pranav Narahari: Pretty good, pretty good.
8 00:00:27.080 ⇒ 00:00:33.730 Pranav Narahari: I have a meeting coming up in 15 minutes, we’re just gonna have, like, our stand-up for Lilo.
9 00:00:33.730 ⇒ 00:00:36.299 Bobby Palmieri: I do, I have a 15 minute as well.
10 00:00:36.300 ⇒ 00:00:38.700 Pranav Narahari: Okay, perfect, perfect. So let’s get right into it, then.
11 00:00:38.860 ⇒ 00:00:44.050 Pranav Narahari: I want to share my screen to just, show you…
12 00:00:44.230 ⇒ 00:00:47.180 Pranav Narahari: It’ll be probably a little bit easier for me to explain certain things.
13 00:00:51.240 ⇒ 00:00:53.870 Bobby Palmieri: Oh, that’s the place I was just asking.
14 00:00:59.650 ⇒ 00:01:03.309 Pranav Narahari: Okay, so yeah, so this is just, like, a recording from our meeting where you kind of demoed
15 00:01:03.490 ⇒ 00:01:16.210 Pranav Narahari: The meta ads, dashboard actually is… I think I’m all set on that, if… like, while I’m, like, finalizing that, if I have any more questions, I’ll reach out to you, but let’s just focus on the Klaviyo tool.
16 00:01:26.820 ⇒ 00:01:32.330 Pranav Narahari: Yeah, so… Essentially, with, the Klaviyo tool.
17 00:01:32.490 ⇒ 00:01:39.130 Pranav Narahari: Is… this is, like, the first screen where we’re configuring the… the calendar, like, inputs.
18 00:01:39.170 ⇒ 00:01:39.980 Pranav Narahari: Right?
19 00:01:40.020 ⇒ 00:01:42.409 Pranav Narahari: And so there’s just…
20 00:01:42.450 ⇒ 00:02:02.049 Pranav Narahari: a few fields here, like emails per month, SMS per month, historical context. Those top two, you know, those are just set, don’t need any MCP server, context there. Historical context, we will need. I guess my first question for that is, what is that historical context?
21 00:02:05.620 ⇒ 00:02:07.459 Pranav Narahari: Like, what specific fields?
22 00:02:14.010 ⇒ 00:02:14.870 Pranav Narahari: Hello?
23 00:02:17.340 ⇒ 00:02:19.629 Pranav Narahari: I think you might be on mute if you’re talking.
24 00:02:20.530 ⇒ 00:02:24.510 Bobby Palmieri: I was. You can imagine all the smart things that I was saying.
25 00:02:25.740 ⇒ 00:02:43.959 Bobby Palmieri: Yeah, so, historical context, honestly, just, like, a system prompt of, like, please use the last however many months, for context as you, like, build the calendar, on, like, what has performed well in the past has worked really well in, like, just the MCP chat,
26 00:02:44.380 ⇒ 00:02:47.819 Pranav Narahari: Because what specific fields would you say that is, like, from Klaviyo?
27 00:02:47.820 ⇒ 00:03:07.639 Bobby Palmieri: Subject lines, audiences, send times, campaign content, things like that. Perfect. Kind of across the board, and then whether or not you want to use, you know, year over year as well. So, like, what did we do last February? It’s like, oh, we did a President’s Day sale, let’s do that again this year.
28 00:03:08.590 ⇒ 00:03:24.450 Bobby Palmieri: And then monthly context and goal is just, like, open-ended field to add to the prompt, like, hey, they have a new product launch coming out, please slate, you know, at least 3 of the emails focused on that around these dates. You know, their goal this month is to really
29 00:03:24.450 ⇒ 00:03:29.720 Bobby Palmieri: Drive adoption of this, like, whatever, you know, context we want to give it to create the calendar.
30 00:03:30.520 ⇒ 00:03:36.730 Pranav Narahari: Okay, that’s perfect, that gives me a lot more information. Also just gonna bring up…
31 00:03:39.120 ⇒ 00:03:44.160 Pranav Narahari: Slack real quick. I’m gonna stop sharing and start again.
32 00:03:44.160 ⇒ 00:03:44.780 Bobby Palmieri: Yep.
33 00:03:44.910 ⇒ 00:03:50.560 Pranav Narahari: Yeah, in Slack, you showed… One second…
34 00:03:55.530 ⇒ 00:03:56.220 Pranav Narahari: Hmm.
35 00:04:02.960 ⇒ 00:04:04.199 Pranav Narahari: But let’s just do this.
36 00:04:04.230 ⇒ 00:04:06.699 Bobby Palmieri: You can see Slack, right? Yep.
37 00:04:06.700 ⇒ 00:04:12.300 Pranav Narahari: Okay, perfect. Yeah, so in Slack, you sent these 4 images, so…
38 00:04:12.590 ⇒ 00:04:18.750 Pranav Narahari: The content calendar that’s created, this view here.
39 00:04:19.149 ⇒ 00:04:21.540 Pranav Narahari: I guess this is…
40 00:04:21.930 ⇒ 00:04:23.669 Bobby Palmieri: Yeah, so if you go to the next one.
41 00:04:23.670 ⇒ 00:04:24.270 Pranav Narahari: Yeah.
42 00:04:25.050 ⇒ 00:04:31.730 Bobby Palmieri: So, basically, like, the output… and supposedly, according to Claude, this should all be set up once it’s connected to…
43 00:04:32.040 ⇒ 00:04:34.899 Bobby Palmieri: the MCP, but, like, once it’s created.
44 00:04:35.200 ⇒ 00:04:40.479 Bobby Palmieri: It’ll create something along the lines of this, which is, like, the content calendar.
45 00:04:40.480 ⇒ 00:04:41.210 Pranav Narahari: Gotcha.
46 00:04:41.420 ⇒ 00:04:45.470 Bobby Palmieri: Which has, you know, like, a campaign name and brief.
47 00:04:47.260 ⇒ 00:04:55.540 Bobby Palmieri: I think this is a little bit outdated, the screenshot, so there’s, like, another feature where you can, like, unlock and lock it, so, like, you can make edits to whatever you want.
48 00:04:55.540 ⇒ 00:04:56.240 Pranav Narahari: Okay.
49 00:04:56.500 ⇒ 00:05:09.770 Bobby Palmieri: And then, like, you can either, like, once this is good, you can generate a brief, which will do the copy for, you know, that email that can then be passed to a designer.
50 00:05:10.390 ⇒ 00:05:12.160 Pranav Narahari: Okay, and .
51 00:05:12.530 ⇒ 00:05:15.240 Bobby Palmieri: And that’s the… if you go back one slide…
52 00:05:16.210 ⇒ 00:05:16.800 Pranav Narahari: Yep.
53 00:05:16.800 ⇒ 00:05:18.179 Bobby Palmieri: That’s this, yeah.
54 00:05:18.180 ⇒ 00:05:26.620 Pranav Narahari: Okay, so when you click on Generate Brief, it pops up this, like, side panel. Okay.
55 00:05:26.760 ⇒ 00:05:31.179 Bobby Palmieri: And then here, what are the fields here? Okay, so generated subject A…
56 00:05:31.540 ⇒ 00:05:35.460 Pranav Narahari: B… Is there anything that needs to be filled out?
57 00:05:37.190 ⇒ 00:05:39.429 Bobby Palmieri: So I guess all of this is editable.
58 00:05:39.590 ⇒ 00:05:40.270 Pranav Narahari: Okay.
59 00:05:40.390 ⇒ 00:05:49.009 Bobby Palmieri: So, it will generate a… Oh, I see. Subject line, a preview text, and then, like, the actual email.
60 00:05:49.470 ⇒ 00:05:50.110 Pranav Narahari: Gotcha.
61 00:05:50.110 ⇒ 00:05:52.039 Bobby Palmieri: I mean, you can edit that if you want.
62 00:05:52.790 ⇒ 00:06:00.140 Pranav Narahari: Oh, okay, perfect. And then… It’s using the… the context from…
63 00:06:01.510 ⇒ 00:06:09.389 Pranav Narahari: like, when you’re creating the calendar, so we talked about, like, yeah, subject lines, copy from previous months, etc.
64 00:06:09.390 ⇒ 00:06:14.899 Bobby Palmieri: And I think we’re gonna upload a, like, email copywriting skill for each brand.
65 00:06:14.900 ⇒ 00:06:15.740 Pranav Narahari: Oh, okay.
66 00:06:15.740 ⇒ 00:06:18.049 Bobby Palmieri: That we will use to create this brief.
67 00:06:18.430 ⇒ 00:06:26.700 Pranav Narahari: Right, yeah, actually, that’s, that reminds me, you did mention something about, like, the Claude skill, and so that’s not currently uploaded yet, but it will be.
68 00:06:27.050 ⇒ 00:06:29.660 Bobby Palmieri: I actually think there is a Newton Golf one.
69 00:06:29.970 ⇒ 00:06:33.009 Pranav Narahari: Okay, so we can use that for… for this week.
70 00:06:33.180 ⇒ 00:06:34.790 Bobby Palmieri: Yes. Perfect.
71 00:06:36.200 ⇒ 00:06:44.179 Pranav Narahari: Right, okay. I think there might be one other screenshot. So this… I guess, one other thing is just, like, the…
72 00:06:44.530 ⇒ 00:06:51.080 Pranav Narahari: the user flow. So, say we are on… Kind of just…
73 00:06:51.820 ⇒ 00:07:02.769 Pranav Narahari: yeah, like, you can kind of see in the background here, just, like, the platform, and then we click on the Klaviyo tool. What is the first page that you see? Would it be…
74 00:07:03.060 ⇒ 00:07:04.709 Bobby Palmieri: So if you go back…
75 00:07:05.000 ⇒ 00:07:05.750 Pranav Narahari: Oh, okay.
76 00:07:07.030 ⇒ 00:07:10.450 Bobby Palmieri: Or I guess forward. It’s that one with the inputs.
77 00:07:11.080 ⇒ 00:07:11.680 Pranav Narahari: right here.
78 00:07:11.680 ⇒ 00:07:15.469 Bobby Palmieri: Yeah, so, like, if you’re… if you’re on a month that hasn’t been generated yet.
79 00:07:16.000 ⇒ 00:07:16.600 Pranav Narahari: Yep.
80 00:07:16.600 ⇒ 00:07:23.999 Bobby Palmieri: You would see this, and then, like, once you generate it, it would be, like, either the timeline, and you can toggle back between timeline and client.
81 00:07:24.550 ⇒ 00:07:28.650 Pranav Narahari: Gotcha, so you should only be able to do this once per month.
82 00:07:31.010 ⇒ 00:07:39.760 Bobby Palmieri: Yeah, I think. Well, I guess for V1, yeah, so, like, if you…
83 00:07:39.880 ⇒ 00:07:43.270 Bobby Palmieri: Click over. Actually, could you go back to the…
84 00:07:43.530 ⇒ 00:07:48.790 Bobby Palmieri: Do you have this pulled up in… In Claude, or no?
85 00:07:49.340 ⇒ 00:07:51.459 Pranav Narahari: I don’t have it set up right now.
86 00:07:51.460 ⇒ 00:07:54.280 Bobby Palmieri: Okay, if you go to the timeline view.
87 00:07:55.080 ⇒ 00:07:55.520 Pranav Narahari: time.
88 00:07:55.520 ⇒ 00:08:08.030 Bobby Palmieri: There should be, one more. Yeah, this one. There should be a feature where you can, like, unlock it, and then you can edit these fields. If you’re like, hey, we don’t want to do a New Year new, like, new swing.
89 00:08:08.210 ⇒ 00:08:08.910 Pranav Narahari: Yeah.
90 00:08:08.910 ⇒ 00:08:14.780 Bobby Palmieri: you could, like, change it. You know, I think future state, maybe, like, you can re-prompt it, or whatever.
91 00:08:14.780 ⇒ 00:08:21.090 Pranav Narahari: Gotcha. Maybe there’s an edit field here that can bring you back to a screen that looks like this. Yeah, exactly. Perfect.
92 00:08:21.260 ⇒ 00:08:23.559 Pranav Narahari: Yeah, that can… we can do that.
93 00:08:24.200 ⇒ 00:08:26.180 Pranav Narahari: Cool.
94 00:08:27.680 ⇒ 00:08:33.279 Pranav Narahari: Yeah, I just… yeah, I was realizing I was just lacking a little bit of clarity on this, so…
95 00:08:33.289 ⇒ 00:08:37.589 Bobby Palmieri: Like, when you pull it up in your dev environment?
96 00:08:38.730 ⇒ 00:08:47.680 Bobby Palmieri: Like, what… what it shows. So, I had gotten it… like, I had obviously vibe-coded this.
97 00:08:48.130 ⇒ 00:09:01.979 Bobby Palmieri: got it to a point where it said it was functional, but we needed to, like, publish to Railway to, like, connect it to the MCP server, which obviously I either… I don’t know if I had permission to or not, but wasn’t comfortable doing whatever it was telling me to do.
98 00:09:01.980 ⇒ 00:09:02.830 Pranav Narahari: Yeah.
99 00:09:02.830 ⇒ 00:09:09.280 Bobby Palmieri: So then I had it populate with, like, sample data, just so I could see the functionality.
100 00:09:09.280 ⇒ 00:09:09.640 Pranav Narahari: Yup.
101 00:09:09.640 ⇒ 00:09:14.869 Bobby Palmieri: That worked great, like, or at least the UI and, like, functionality looked great.
102 00:09:14.870 ⇒ 00:09:20.929 Pranav Narahari: Yep. And then I was like, alright, I’m gonna pass this to the dev, like, can you remove the sample data and make sure that this is active?
103 00:09:20.930 ⇒ 00:09:26.419 Bobby Palmieri: I’d be curious, once… once you have it connected to MCP, like, how close it is, or isn’t.
104 00:09:27.050 ⇒ 00:09:30.710 Pranav Narahari: Yeah, so there’s a few other steps that we’ll need to do.
105 00:09:30.710 ⇒ 00:09:32.070 Bobby Palmieri: Oh, I’m sure, yeah.
106 00:09:32.070 ⇒ 00:09:38.939 Pranav Narahari: Yeah, so… Probably right now, since there’s no sample data, I won’t be able to see…
107 00:09:39.680 ⇒ 00:09:51.269 Pranav Narahari: anything in the… I probably won’t even be able to generate the calendar, and I think that’s what I remember seeing when you were demoing it as well, like, since it’s not connected to any.
108 00:09:51.270 ⇒ 00:09:51.740 Bobby Palmieri: Correct.
109 00:09:51.740 ⇒ 00:10:10.530 Pranav Narahari: it’s actually not going to trigger, like, the API route to create the content. So that’s one thing we’ll need to do. We’ll have to also do, like, a database schema change, basically, a place to save all of these, like, all of the stuff in the timeline view.
110 00:10:10.530 ⇒ 00:10:11.050 Bobby Palmieri: Yup.
111 00:10:11.990 ⇒ 00:10:18.849 Pranav Narahari: Yeah, so there’s just a few things there, and so after I do that, I think it should wire up pretty well.
112 00:10:18.850 ⇒ 00:10:26.249 Bobby Palmieri: Yeah, I figured there was a handful of steps to get it, like, into wherever, but yeah, I’m curious, like, how close it is.
113 00:10:26.700 ⇒ 00:10:32.730 Pranav Narahari: Yeah, I would say it’s pretty close, at least for a dev version, which we’ll… we’ll show, like, this Friday.
114 00:10:32.730 ⇒ 00:10:33.790 Bobby Palmieri: Sweet.
115 00:10:33.820 ⇒ 00:10:37.119 Pranav Narahari: Yeah, we’ll have something to demo here for sure by Friday.
116 00:10:37.710 ⇒ 00:10:38.450 Bobby Palmieri: Awesome.
117 00:10:38.590 ⇒ 00:10:39.190 Pranav Narahari: Yeah.
118 00:10:39.650 ⇒ 00:10:42.290 Pranav Narahari: Cool, alright. Productive 10 minutes.
119 00:10:42.290 ⇒ 00:10:43.970 Bobby Palmieri: Yes, look at that, that’s all we needed.
120 00:10:44.030 ⇒ 00:10:46.970 Pranav Narahari: Alright, cool, Bobby, I’ll talk to you later.
121 00:10:46.970 ⇒ 00:10:48.289 Bobby Palmieri: Alrighty, chat soon.
122 00:10:48.430 ⇒ 00:10:49.020 Pranav Narahari: Yep.