Meeting Title: Omni Platform Training and Troubleshooting Date: 2026-04-14 Meeting participants: Greg Stoutenburg, Mat Schwarz, Chloe
WEBVTT
1 00:00:17.770 ⇒ 00:00:36.299 Greg Stoutenburg: Hey, Greg. Hey! Lily being able to play the piano will also be somewhat of a priority… Yep. …for practicing. She expressed yesterday she got a very cool new song. Okay. And she can’t play it, so just throw that out there. Okay. Not tonight! Okay, thank you.
2 00:00:49.400 ⇒ 00:00:50.550 Greg Stoutenburg: Hey, Matt!
3 00:00:50.760 ⇒ 00:00:52.820 Mat Schwarz: Hey man, where are you located?
4 00:00:52.820 ⇒ 00:00:58.109 Greg Stoutenburg: I’m in York, Pennsylvania, which is south of Harrisburg, north of Baltimore.
5 00:00:58.920 ⇒ 00:00:59.670 Mat Schwarz: Awesome.
6 00:00:59.890 ⇒ 00:01:01.829 Greg Stoutenburg: Yep. Yep. How about you?
7 00:01:02.970 ⇒ 00:01:05.080 Mat Schwarz: Good. I’m in Georgia.
8 00:01:05.379 ⇒ 00:01:06.599 Greg Stoutenburg: Okay. Alright.
9 00:01:06.600 ⇒ 00:01:09.959 Mat Schwarz: I had a quick question for you. I do not want to lose.
10 00:01:10.420 ⇒ 00:01:13.839 Mat Schwarz: So, I think I just figured out Omni.
11 00:01:14.270 ⇒ 00:01:15.110 Greg Stoutenburg: Okay.
12 00:01:15.620 ⇒ 00:01:16.510 Mat Schwarz: I like it.
13 00:01:16.910 ⇒ 00:01:17.520 Mat Schwarz: Yeah.
14 00:01:17.520 ⇒ 00:01:19.999 Greg Stoutenburg: It’s cool, I mean, you’ve been one of our power users since the beginning.
15 00:01:20.520 ⇒ 00:01:23.189 Mat Schwarz: I… I have a lot of questions.
16 00:01:24.400 ⇒ 00:01:28.470 Mat Schwarz: I need your help with two little things.
17 00:01:28.470 ⇒ 00:01:29.100 Greg Stoutenburg: Okay.
18 00:01:29.100 ⇒ 00:01:32.019 Mat Schwarz: And Chloe’s joining now. So, Chloe just started.
19 00:01:32.270 ⇒ 00:01:32.690 Greg Stoutenburg: Yep.
20 00:01:32.690 ⇒ 00:01:39.210 Mat Schwarz: So I’ve been, like, sharing my screen for a while. Let me… she’s… I’m trying to get her to join. Let me show you what was done.
21 00:01:39.370 ⇒ 00:01:41.130 Mat Schwarz: So here’s the challenge, right?
22 00:01:41.130 ⇒ 00:01:41.560 Greg Stoutenburg: Okay.
23 00:01:41.560 ⇒ 00:01:45.790 Mat Schwarz: The crazy challenge that marketing has, among many other challenges.
24 00:01:45.790 ⇒ 00:01:46.410 Greg Stoutenburg: Hey, Chloe.
25 00:01:46.410 ⇒ 00:01:49.230 Mat Schwarz: Hey, Chloe, meet Greg.
26 00:01:49.350 ⇒ 00:01:55.479 Mat Schwarz: I think you guys have a training on Friday, which I think we should add Destiny to it.
27 00:01:57.900 ⇒ 00:01:59.240 Mat Schwarz: I don’t know if you met Destiny.
28 00:01:59.340 ⇒ 00:02:05.399 Greg Stoutenburg: Yeah, I added her, like, a month ago. She’s had access for a while.
29 00:02:06.930 ⇒ 00:02:09.130 Mat Schwarz: I sort of want her to probably do it again.
30 00:02:09.370 ⇒ 00:02:10.000 Greg Stoutenburg: Okay.
31 00:02:10.009 ⇒ 00:02:10.999 Mat Schwarz: Oh, I’ll try to…
32 00:02:11.160 ⇒ 00:02:14.320 Greg Stoutenburg: She hasn’t been in in 27 days. I’m looking at users right now.
33 00:02:14.320 ⇒ 00:02:18.100 Mat Schwarz: Okay, so I’m pushing that. There is a lot of confusion, just so you know.
34 00:02:18.280 ⇒ 00:02:30.109 Mat Schwarz: Across the company, on… Northbeam, Omni, Platform, all this stuff. Yep. And… I told Zora about it.
35 00:02:30.750 ⇒ 00:02:38.520 Mat Schwarz: On a side note, we really have to look into email this week, too, because the CIO
36 00:02:39.020 ⇒ 00:02:48.109 Mat Schwarz: we need to… we can’t go based on CIO, let’s choose nuclear. So, this challenge, right? We need to relaunch
37 00:02:48.410 ⇒ 00:02:53.470 Mat Schwarz: So, some more than an AD, certain product sales this year.
38 00:02:53.580 ⇒ 00:02:55.810 Mat Schwarz: Year over year, compared to last year.
39 00:02:56.130 ⇒ 00:02:59.110 Mat Schwarz: have dropped by 60%, 70% in sales.
40 00:02:59.300 ⇒ 00:03:00.360 Mat Schwarz: Right. Okay.
41 00:03:00.590 ⇒ 00:03:09.719 Mat Schwarz: So, Chloe and I will be relaunching a lot of products, putting spend behind it. It’s gonna get crazy.
42 00:03:12.100 ⇒ 00:03:16.329 Mat Schwarz: We have a lot of work to do. We did,
43 00:03:18.560 ⇒ 00:03:28.439 Mat Schwarz: We did some market research based on, hey, we are only a couple people across the company, we cannot relaunch 23 SKUs, and all that, so…
44 00:03:29.040 ⇒ 00:03:35.029 Mat Schwarz: We went into sales, right, and I pulled two… I’ll show you… I’ll share my screen now.
45 00:03:35.950 ⇒ 00:03:39.840 Mat Schwarz: I… Pulled two sources of truth.
46 00:03:42.040 ⇒ 00:03:44.969 Mat Schwarz: for this. We’re trying to assess what went wrong.
47 00:03:45.190 ⇒ 00:03:47.270 Mat Schwarz: Right? Like, why sales?
48 00:03:47.580 ⇒ 00:03:49.979 Mat Schwarz: are down, we’re down for the past…
49 00:03:51.570 ⇒ 00:03:55.639 Mat Schwarz: year, which I know that a lot of this is, like, Captain Obvious, right?
50 00:03:56.120 ⇒ 00:03:58.939 Mat Schwarz: Which, the answer is, hey, we stop spend.
51 00:03:59.240 ⇒ 00:04:05.569 Mat Schwarz: We know that, right? But still, I wanted to look into it a little more. So I pulled… I made a North Bean report.
52 00:04:05.870 ⇒ 00:04:09.649 Mat Schwarz: And we’re only focusing on NAD Plus and CERM, nothing else, right?
53 00:04:10.020 ⇒ 00:04:10.370 Greg Stoutenburg: Cut.
54 00:04:11.030 ⇒ 00:04:16.729 Mat Schwarz: And Meta. Again, we didn’t even have TikTok back then, so… anyway, so I looked into…
55 00:04:16.980 ⇒ 00:04:20.150 Mat Schwarz: across multi-platform, but NAD CIRM,
56 00:04:20.320 ⇒ 00:04:28.159 Mat Schwarz: And I remember, because I was already in the company, that it was insane. We were getting cacks. This is in… this is not pulling the right information, but…
57 00:04:28.800 ⇒ 00:04:37.999 Mat Schwarz: we spent, like, 400K or something, and we were getting some coax of, like, a thousand bucks, three times, which they should have been 200 bucks. So I remember all this, I was for all this.
58 00:04:38.130 ⇒ 00:04:43.250 Mat Schwarz: We’re taking all this data into account, so there was like, okay, let’s push our friend here.
59 00:04:43.960 ⇒ 00:04:45.230 Mat Schwarz: Omni, right?
60 00:04:45.230 ⇒ 00:04:45.770 Greg Stoutenburg: Yep.
61 00:04:45.940 ⇒ 00:04:47.789 Mat Schwarz: We did a lot of really good work.
62 00:04:48.360 ⇒ 00:04:50.430 Mat Schwarz: And there was a little thing that popped.
63 00:04:50.990 ⇒ 00:04:52.770 Mat Schwarz: And I sound like my dad.
64 00:04:53.380 ⇒ 00:04:54.140 Greg Stoutenburg: Thanks.
65 00:04:54.270 ⇒ 00:04:57.100 Mat Schwarz: But it said, create dashboard, right?
66 00:04:57.100 ⇒ 00:04:57.690 Greg Stoutenburg: Yeah.
67 00:04:57.690 ⇒ 00:04:58.770 Mat Schwarz: Disappeared.
68 00:04:59.500 ⇒ 00:05:07.609 Mat Schwarz: So, so how the hell do I… and this is my history. So, again, we did a lot of really good work. This is exactly what we needed.
69 00:05:07.610 ⇒ 00:05:10.180 Greg Stoutenburg: Okay. Do you think you did create the dashboard?
70 00:05:10.620 ⇒ 00:05:13.679 Mat Schwarz: Yeah, and I created a dashboard, which is this.
71 00:05:13.680 ⇒ 00:05:15.110 Greg Stoutenburg: This is what you want.
72 00:05:15.410 ⇒ 00:05:29.950 Mat Schwarz: No. So, like, we did it, like, halfway, because I clicked around, I still don’t know the tool. Yeah. So we’re like, oh, look, that looks cool, create a dashboard. Okay. And it did. And then I was like, oh, wait, what? Okay. And I spent, like, 2 hours on this.
73 00:05:30.270 ⇒ 00:05:36.160 Greg Stoutenburg: Okay, okay. Yeah. So… For any one of those where it’s showing you a chart.
74 00:05:36.360 ⇒ 00:05:41.910 Greg Stoutenburg: Yeah. If you hover over the top bar, it’ll show you these various tools. The one that looks like a compass…
75 00:05:43.450 ⇒ 00:05:48.690 Greg Stoutenburg: Yeah. If you click that, that’s gonna open up into, sort of like, dashboard view.
76 00:05:48.900 ⇒ 00:06:01.829 Greg Stoutenburg: This is also where you can customize, you can add additional fields, you can define things, you can look at the SQL, stuff like that. So, you could go here, and then up top in the right corner where it says plus dashboard.
77 00:06:02.010 ⇒ 00:06:04.649 Greg Stoutenburg: That’s gonna add this chart to a dashboard.
78 00:06:04.790 ⇒ 00:06:05.280 Greg Stoutenburg: Hey, you’ll.
79 00:06:05.280 ⇒ 00:06:13.719 Mat Schwarz: Yeah, so is there a way of grabbing every freaking graph we did and turn the whole chat into a dashboard?
80 00:06:19.030 ⇒ 00:06:20.660 Greg Stoutenburg: Sorry, I think my dog was gonna have an afternoon.
81 00:06:20.660 ⇒ 00:06:24.919 Mat Schwarz: Is there a way… we’ve made a million of them, they’re all awesome.
82 00:06:24.920 ⇒ 00:06:33.379 Greg Stoutenburg: Yeah, so what you can do, there’s not, like, a… there’s not, like, a command you can run on this whole chat thread, but what you can do is, for every chart, you can go into Explore.
83 00:06:33.630 ⇒ 00:06:36.220 Greg Stoutenburg: And click that plus dashboard button.
84 00:06:36.620 ⇒ 00:06:46.700 Greg Stoutenburg: And here, it’s not gonna create a new dashboard. What that plus dashboard button does is it adds this to a workbook. So, pick any workbook, you know, Matt’s workbook.
85 00:06:46.870 ⇒ 00:06:49.230 Greg Stoutenburg: You know, you can just, you know, call it
86 00:06:49.430 ⇒ 00:06:53.119 Greg Stoutenburg: Matt’s workbook, up in the top there where it says name.
87 00:06:53.120 ⇒ 00:06:59.659 Mat Schwarz: I wanted it to be this, NAD plus serum sale inquire. Why can’t I… Overwrite this one.
88 00:06:59.660 ⇒ 00:07:06.699 Greg Stoutenburg: And it might be a single chart, so… let’s start by making sure that you have a workbook by that name.
89 00:07:07.150 ⇒ 00:07:07.680 Mat Schwarz: Okay.
90 00:07:07.680 ⇒ 00:07:14.769 Greg Stoutenburg: And then for every one of these, you can open it in Explore View, and then you click that plus dashboard button, and then,
91 00:07:14.950 ⇒ 00:07:24.959 Greg Stoutenburg: Yeah, and then… and then take it in to the next thing. Actually, wait, let’s see. So this says save document, revenue, and transaction… I see, this is confusing. It says document, right? That’s… I think it’s.
92 00:07:24.960 ⇒ 00:07:25.990 Mat Schwarz: Yeah, that’s why.
93 00:07:25.990 ⇒ 00:07:30.530 Greg Stoutenburg: So actually, where it says Add Folder, I think, in My Documents.
94 00:07:30.530 ⇒ 00:07:32.869 Mat Schwarz: I was thinking about it, like, from a clock point of view.
95 00:07:33.090 ⇒ 00:07:36.020 Greg Stoutenburg: Yeah, so I think here, if you, you know, you do your, you know.
96 00:07:36.200 ⇒ 00:07:40.219 Greg Stoutenburg: NAD analysis, or, you know, yeah, there you go, and you hit save here.
97 00:07:52.340 ⇒ 00:07:54.540 Greg Stoutenburg: Yeah, cool. Now, click the folder.
98 00:07:54.910 ⇒ 00:07:58.160 Greg Stoutenburg: Yeah, and then you can… it should save right there, yep.
99 00:08:01.980 ⇒ 00:08:03.199 Greg Stoutenburg: Oh my gosh, there you go.
100 00:08:03.200 ⇒ 00:08:05.750 Mat Schwarz: Okay, cool, so we’re gonna go one by one.
101 00:08:06.470 ⇒ 00:08:07.730 Greg Stoutenburg: Yeah, I, I, I believe.
102 00:08:07.730 ⇒ 00:08:08.079 Mat Schwarz: I mean.
103 00:08:08.080 ⇒ 00:08:09.259 Greg Stoutenburg: You have to go one by one here.
104 00:08:09.260 ⇒ 00:08:15.149 Mat Schwarz: Is there a way… so I know that I can share this with her, right? This is easy. That’s the easy part.
105 00:08:15.330 ⇒ 00:08:15.680 Greg Stoutenburg: Yep.
106 00:08:15.680 ⇒ 00:08:18.769 Mat Schwarz: Wait, but this is the chart. I gotta share the whole project, right? This.
107 00:08:18.770 ⇒ 00:08:19.370 Greg Stoutenburg: Yeah.
108 00:08:19.370 ⇒ 00:08:20.209 Mat Schwarz: I gotta go up.
109 00:08:20.370 ⇒ 00:08:33.379 Greg Stoutenburg: Yeah, so you’ll share this, and this right now is just private only to you, but you can also do things like you can add it to, the hub, like where it says Shared Hub, and invite people there.
110 00:08:34.090 ⇒ 00:08:39.100 Greg Stoutenburg: Or you can just leave it in your personal space, like you’ve done, and add anyone to it that you want to.
111 00:08:39.100 ⇒ 00:08:43.649 Mat Schwarz: Right away, I’m gonna leave it… okay, so for now, I’m gonna share it with her.
112 00:08:43.659 ⇒ 00:08:47.239 Greg Stoutenburg: Yeah, right now it’s just in, you know, in your private documents.
113 00:08:49.340 ⇒ 00:08:52.580 Mat Schwarz: Okay, so this should be fine. It’s the same.
114 00:08:52.740 ⇒ 00:08:55.950 Mat Schwarz: Last question. So…
115 00:08:57.590 ⇒ 00:09:02.220 Mat Schwarz: There’s no way… you know how, like, usually you can share a thread, like, you can share a
116 00:09:02.400 ⇒ 00:09:04.769 Mat Schwarz: conversation. I can’t share this with her, right?
117 00:09:04.880 ⇒ 00:09:07.120 Greg Stoutenburg: I think you can. If you hover over it…
118 00:09:07.810 ⇒ 00:09:08.780 Mat Schwarz: Like, where, like.
119 00:09:08.780 ⇒ 00:09:13.270 Greg Stoutenburg: Sorry, no, over the bar, over the… the same bar that had the Explore button in it. I think there’s a…
120 00:09:14.180 ⇒ 00:09:18.130 Greg Stoutenburg: Isn’t… isn’t that one to the left copied? Yeah, you can definitely download.
121 00:09:18.270 ⇒ 00:09:20.649 Greg Stoutenburg: Explain… no. Sorry.
122 00:09:22.330 ⇒ 00:09:26.629 Mat Schwarz: Like, everything, because I talked to this thing for, like, almost 2 hours.
123 00:09:26.630 ⇒ 00:09:27.869 Greg Stoutenburg: Yeah, I understand.
124 00:09:27.870 ⇒ 00:09:30.709 Mat Schwarz: How do I pull this whole thing? It’s… I need all of it.
125 00:09:31.060 ⇒ 00:09:46.820 Greg Stoutenburg: So the whole thing exists, like, because I can get access to it. I can just go into analytics, and I’ll find this whole conversation you had. Oh, is that it right there? So, over to the left, at the bottom of the chat, there’s that little, you know, the two squares of copy. Like, like, from my screen, it’s, like, 2 inches straight above.
126 00:09:47.020 ⇒ 00:09:50.589 Greg Stoutenburg: Oh, that’s… I’m looking at my own mouse, that’s embarrassing.
127 00:09:50.710 ⇒ 00:10:01.850 Greg Stoutenburg: I’m like, you’re looking right at it. No. Look at the bottom of the chat, where it says, would you like me to help with anything else in this analysis, or explore follow-up questions? Yeah, there’s the copy button.
128 00:10:02.440 ⇒ 00:10:03.900 Greg Stoutenburg: Down… there.
129 00:10:04.970 ⇒ 00:10:06.569 Mat Schwarz: Coffee response?
130 00:10:06.570 ⇒ 00:10:10.410 Greg Stoutenburg: Yeah, let’s see how much of the thread that gets you. Sorry, sorry, I don’t know this part better.
131 00:10:10.750 ⇒ 00:10:13.060 Mat Schwarz: Sure, no worries. Kia, you guys try.
132 00:10:15.050 ⇒ 00:10:17.510 Mat Schwarz: How long is now I lost you? Okay.
133 00:10:19.880 ⇒ 00:10:22.070 Mat Schwarz: Also Zoom…
134 00:10:30.870 ⇒ 00:10:33.629 Mat Schwarz: I’m gonna stop sharing, because I lost you guys here.
135 00:10:34.010 ⇒ 00:10:35.900 Greg Stoutenburg: Yep, I could see you the whole time.
136 00:10:36.280 ⇒ 00:10:38.599 Mat Schwarz: Oh, yeah. No, it’s just a beast.
137 00:10:38.910 ⇒ 00:10:41.410 Mat Schwarz: Okay, it’s too long, but still short.
138 00:10:42.500 ⇒ 00:10:44.020 Mat Schwarz: I’ll show you now what it did.
139 00:10:45.070 ⇒ 00:10:50.810 Mat Schwarz: It’s too long for… It’s the… the last… Prompt.
140 00:10:52.280 ⇒ 00:10:56.379 Mat Schwarz: So I guess this chunk… oh, I stopped sharing… is the last prompt.
141 00:10:57.020 ⇒ 00:10:58.750 Greg Stoutenburg: Oh, we just created the last part.
142 00:10:59.040 ⇒ 00:11:03.060 Mat Schwarz: Yeah, it did this, it just grabbed this last piece.
143 00:11:04.710 ⇒ 00:11:14.510 Greg Stoutenburg: You know, you could try to save… you could try to say to, click the save button in the top right to preserve all 8 queries. Okay, it looks like it’s actually telling you how to grab the whole thing.
144 00:11:14.950 ⇒ 00:11:16.390 Mat Schwarz: What do I… do?
145 00:11:16.730 ⇒ 00:11:18.920 Greg Stoutenburg: I think probably scroll all the way to the top.
146 00:11:19.820 ⇒ 00:11:21.240 Greg Stoutenburg: Of the whole chat.
147 00:11:22.340 ⇒ 00:11:23.239 Mat Schwarz: This is it.
148 00:11:30.160 ⇒ 00:11:31.969 Greg Stoutenburg: Yeah, I don’t see where…
149 00:11:32.890 ⇒ 00:11:39.179 Greg Stoutenburg: It’s actually showing you that. So, chart is the next line down. That’s where you can save stuff and add it to a workbook.
150 00:11:39.180 ⇒ 00:11:40.650 Mat Schwarz: No, it’s just nuts.
151 00:11:40.650 ⇒ 00:11:46.139 Greg Stoutenburg: Yeah, it’s trying to tell you it wants to do everything all at once. You’re trying to do everything all at once, and it’s saying no.
152 00:11:46.330 ⇒ 00:11:50.239 Mat Schwarz: Well, because the thing is that also we refined things as we went.
153 00:11:50.240 ⇒ 00:11:51.000 Greg Stoutenburg: Right.
154 00:11:51.230 ⇒ 00:11:56.439 Mat Schwarz: like, now I know how to do it, so I guess as you go, you start dumping stuff, right?
155 00:11:56.880 ⇒ 00:11:57.260 Greg Stoutenburg: as you go.
156 00:11:57.260 ⇒ 00:11:58.770 Mat Schwarz: So, you save stuff.
157 00:11:59.050 ⇒ 00:12:05.590 Greg Stoutenburg: Yeah, well, you know what? Let’s… don’t end this session, and why don’t you grab… the URL.
158 00:12:06.140 ⇒ 00:12:07.369 Mat Schwarz: This one’s on the top?
159 00:12:07.370 ⇒ 00:12:13.759 Greg Stoutenburg: Yeah, cause… oh, this is a while ago, but you were invited to a… An Omni…
160 00:12:13.890 ⇒ 00:12:16.589 Greg Stoutenburg: partner, Slack channel.
161 00:12:16.970 ⇒ 00:12:19.460 Greg Stoutenburg: I’m gonna ping that channel.
162 00:12:21.020 ⇒ 00:12:22.100 Greg Stoutenburg: And…
163 00:12:23.200 ⇒ 00:12:28.100 Greg Stoutenburg: And let’s just get their attention right here, if that sounds good. We can just… we’ll just get them to help us.
164 00:12:29.070 ⇒ 00:12:31.800 Mat Schwarz: Here, I’ll send you…
165 00:12:34.330 ⇒ 00:12:38.050 Mat Schwarz: Yeah, and thank you for doing this. It’s just, again, like, there’s so much, like…
166 00:12:38.330 ⇒ 00:12:40.350 Mat Schwarz: Yeah. So much has gone into this.
167 00:12:40.350 ⇒ 00:12:55.180 Chloe: I don’t know if this is… I know this is still not, like, ideal, but I think, like, at the end of each query, there’s that copy button, so I don’t know if that will work. At least you don’t have to, like, save individual graphs from each query.
168 00:12:55.560 ⇒ 00:12:56.230 Greg Stoutenburg: Yeah.
169 00:12:58.530 ⇒ 00:13:02.260 Mat Schwarz: So I’m gonna create… A simple Google Doc.
170 00:13:04.460 ⇒ 00:13:06.120 Mat Schwarz: So we don’t lose out.
171 00:13:06.600 ⇒ 00:13:11.139 Mat Schwarz: Yeah, and again, it’s just… Man, they gotta fix that, because the whole value…
172 00:13:11.550 ⇒ 00:13:16.299 Mat Schwarz: So, are you in a marketing channel, too? Like, are you in, like, the general marketing channel?
173 00:13:16.900 ⇒ 00:13:20.729 Greg Stoutenburg: I feel like I’m in all… I’m in all of these.
174 00:13:20.730 ⇒ 00:13:28.929 Mat Schwarz: Yeah, so, like, a couple months ago, I created Scout, which is a very custom GPT. It’s a simple custom GPT, but it’s trained on us.
175 00:13:29.080 ⇒ 00:13:36.629 Mat Schwarz: And it goes out, and it looks at the competition, specific, you know, competitors, and it pulls reports, and it tells you what to do, and all that.
176 00:13:36.820 ⇒ 00:13:45.920 Mat Schwarz: And I didn’t want to just generate an automated report. There’s no point in that. I wanted to create something that people would chat with.
177 00:13:46.080 ⇒ 00:13:46.700 Greg Stoutenburg: Right.
178 00:13:46.870 ⇒ 00:13:48.960 Mat Schwarz: Like, the whole point is that you keep working with it.
179 00:13:48.960 ⇒ 00:13:49.849 Greg Stoutenburg: Yep, that’s right.
180 00:13:49.850 ⇒ 00:13:57.999 Mat Schwarz: Nobody unders… yeah, but again, we… people think it’s like, oh, X report. Oh, look, 69 pages of strategy. You’re not gonna do anything with that.
181 00:13:58.470 ⇒ 00:13:59.090 Greg Stoutenburg: Right.
182 00:13:59.300 ⇒ 00:14:02.669 Mat Schwarz: So they need to fix this so you can keep talking to it.
183 00:14:02.670 ⇒ 00:14:11.049 Greg Stoutenburg: Right, yep, that’s right. Yeah, have you, I mean, since we’re talking about chatting with it, have you explored Omni’s MCP at all?
184 00:14:11.750 ⇒ 00:14:15.949 Mat Schwarz: So that’s the other thing that I told you I needed help with. I’m getting an error. I can’t…
185 00:14:16.250 ⇒ 00:14:18.050 Mat Schwarz: I’ll show you now, let me copy all this.
186 00:14:18.050 ⇒ 00:14:18.690 Greg Stoutenburg: Okay.
187 00:14:19.040 ⇒ 00:14:23.360 Mat Schwarz: I’m dumping all this, at least so we don’t lose the prompts, into a doc.
188 00:14:24.300 ⇒ 00:14:25.330 Mat Schwarz: Aww.
189 00:14:25.670 ⇒ 00:14:27.799 Mat Schwarz: And it’s giving me an error now.
190 00:14:28.690 ⇒ 00:14:31.049 Mat Schwarz: For my cloud, I cannot connect it.
191 00:14:36.670 ⇒ 00:14:38.590 Mat Schwarz: Okay, I saved it.
192 00:14:40.280 ⇒ 00:14:43.160 Mat Schwarz: Okay, so we have the conversation.
193 00:14:44.220 ⇒ 00:14:47.259 Mat Schwarz: I’ll share now, and let me show you what happens.
194 00:14:49.920 ⇒ 00:14:52.229 Mat Schwarz: So, this is…
195 00:14:55.280 ⇒ 00:14:56.310 Mat Schwarz: Zoom.
196 00:14:57.690 ⇒ 00:15:05.110 Mat Schwarz: Yeah, customize… Connector?
197 00:15:05.110 ⇒ 00:15:07.360 Greg Stoutenburg: Go to Connectors, and then.
198 00:15:07.360 ⇒ 00:15:11.929 Mat Schwarz: Why not take it out and redo it? I mean, I can do it with you, but this is my problem.
199 00:15:12.610 ⇒ 00:15:20.360 Mat Schwarz: Yeah, okay. I get this, I try… And I end up here.
200 00:15:20.880 ⇒ 00:15:23.980 Mat Schwarz: Which is weird, because I’m literally logged in.
201 00:15:24.690 ⇒ 00:15:29.290 Greg Stoutenburg: I know why. Okay. It redirected on you, so if you look at the URL here, it says…
202 00:15:29.290 ⇒ 00:15:29.960 Mat Schwarz: Right, either.
203 00:15:29.960 ⇒ 00:15:30.650 Greg Stoutenburg: dot omni app.
204 00:15:30.650 ⇒ 00:15:32.559 Mat Schwarz: I don’t know how to stop that, so…
205 00:15:32.560 ⇒ 00:15:32.950 Greg Stoutenburg: Changes.
206 00:15:32.950 ⇒ 00:15:34.080 Mat Schwarz: iPad, I was like…
207 00:15:34.080 ⇒ 00:15:37.989 Greg Stoutenburg: So, force it to EdenHealth.omniapp. Yep.
208 00:15:37.990 ⇒ 00:15:39.559 Mat Schwarz: This, and it didn’t work.
209 00:15:40.810 ⇒ 00:15:42.909 Greg Stoutenburg: Okay, now go Settings.
210 00:15:43.520 ⇒ 00:15:44.130 Greg Stoutenburg: Bottom line?
211 00:15:44.130 ⇒ 00:15:44.760 Mat Schwarz: Where?
212 00:15:45.280 ⇒ 00:15:46.190 Greg Stoutenburg: Bottom left.
213 00:15:48.490 ⇒ 00:15:52.120 Greg Stoutenburg: And… That’s not what we want, either.
214 00:15:52.640 ⇒ 00:15:56.390 Mat Schwarz: It’s super bare. Like, my… I have no…
215 00:15:57.030 ⇒ 00:16:01.000 Greg Stoutenburg: Yeah… I mean, you should be able to do this directly from Claude, so…
216 00:16:02.130 ⇒ 00:16:05.959 Mat Schwarz: And I can’t do it, there’s nothing to input, I looked everywhere.
217 00:16:06.640 ⇒ 00:16:08.910 Mat Schwarz: Can I add it? Is it a model? No.
218 00:16:09.360 ⇒ 00:16:10.080 Greg Stoutenburg: No.
219 00:16:10.610 ⇒ 00:16:11.810 Mat Schwarz: Everything’s blocked out.
220 00:16:11.810 ⇒ 00:16:17.229 Greg Stoutenburg: It’s gonna be, like, yeah, Connector, not gonna be that…
221 00:16:17.640 ⇒ 00:16:19.100 Mat Schwarz: And I went back…
222 00:16:19.550 ⇒ 00:16:21.529 Greg Stoutenburg: MCP is connected.
223 00:16:21.820 ⇒ 00:16:23.160 Mat Schwarz: and I deleted it.
224 00:16:26.010 ⇒ 00:16:28.279 Mat Schwarz: Right? I can’t remove it.
225 00:16:31.780 ⇒ 00:16:37.160 Mat Schwarz: And I tried to… and Monday’s another issue, but I think that’s just because Adam never gave, you know…
226 00:16:37.610 ⇒ 00:16:38.290 Greg Stoutenburg: Yeah.
227 00:16:39.450 ⇒ 00:16:40.240 Greg Stoutenburg: a soup house.
228 00:16:40.240 ⇒ 00:16:41.640 Mat Schwarz: Sort of like this.
229 00:16:41.980 ⇒ 00:16:43.569 Mat Schwarz: What if I just put…
230 00:16:45.020 ⇒ 00:16:50.339 Greg Stoutenburg: Omni will have instructions that will help us with that. Omni, MCP,
231 00:16:51.570 ⇒ 00:16:54.469 Greg Stoutenburg: Custom connector… let me find their docs on this.
232 00:16:54.470 ⇒ 00:16:55.080 Mat Schwarz: Permanent.
233 00:16:56.720 ⇒ 00:16:57.810 Mat Schwarz: I’ll drop it.
234 00:16:57.810 ⇒ 00:16:58.160 Greg Stoutenburg: here.
235 00:16:58.520 ⇒ 00:16:59.430 Mat Schwarz: Somewhere…
236 00:17:00.550 ⇒ 00:17:05.880 Greg Stoutenburg: That’s the one that’s specifically about Claude Desktop, but I think… Further down…
237 00:17:10.410 ⇒ 00:17:14.269 Greg Stoutenburg: There’ll be the stuff that’s like, here’s what you type in for a custom connector.
238 00:17:20.230 ⇒ 00:17:23.529 Greg Stoutenburg: Let’s just try it again using the Claude connector.
239 00:17:24.650 ⇒ 00:17:26.670 Mat Schwarz: Okay, yeah, hold on.
240 00:17:26.900 ⇒ 00:17:27.969 Mat Schwarz: Oh, sure.
241 00:17:29.430 ⇒ 00:17:31.280 Mat Schwarz: And it didn’t let me, like…
242 00:17:31.520 ⇒ 00:17:36.519 Mat Schwarz: I don’t know if it’s my Chrome… I even deleted
243 00:17:36.650 ⇒ 00:17:39.560 Mat Schwarz: So you know how, like, Chrome suggests
244 00:17:40.170 ⇒ 00:17:44.279 Mat Schwarz: Like, it remembers a URL, and it suggests it when you type.
245 00:17:45.200 ⇒ 00:17:48.150 Mat Schwarz: how do I clear that up? Where is that…
246 00:17:48.150 ⇒ 00:17:50.479 Greg Stoutenburg: your cache. Yeah, I think it’s probably clear your cache.
247 00:17:50.480 ⇒ 00:17:51.560 Mat Schwarz: I’m gonna lose everything.
248 00:17:51.560 ⇒ 00:17:55.800 Greg Stoutenburg: I know, I hate that. I really wish that that’s not what browsers did.
249 00:17:55.800 ⇒ 00:18:00.510 Mat Schwarz: Because I went in and I X’d out everything that said Try Eden at Omni.
250 00:18:00.510 ⇒ 00:18:01.210 Greg Stoutenburg: Yeah.
251 00:18:01.500 ⇒ 00:18:03.049 Mat Schwarz: And it still didn’t do it.
252 00:18:05.110 ⇒ 00:18:07.210 Mat Schwarz: Okay, so add…
253 00:18:12.600 ⇒ 00:18:13.890 Greg Stoutenburg: Yeah, let’s just try this.
254 00:18:14.210 ⇒ 00:18:15.700 Greg Stoutenburg: And let’s just say OK.
255 00:18:15.700 ⇒ 00:18:17.479 Mat Schwarz: Is this connector URL?
256 00:18:18.040 ⇒ 00:18:23.919 Greg Stoutenburg: Yeah, that’s relevant. Go ahead and grab that, because I think I had to do this for cursor, so just grab that, but hit… just hit connect first.
257 00:18:24.490 ⇒ 00:18:27.940 Greg Stoutenburg: And let’s just… see what it says. Alright.
258 00:18:27.940 ⇒ 00:18:29.760 Mat Schwarz: We went to try it. Damn it.
259 00:18:30.860 ⇒ 00:18:31.560 Greg Stoutenburg: Because…
260 00:18:31.560 ⇒ 00:18:33.940 Mat Schwarz: Do I need to use, like, Safari or something?
261 00:18:34.110 ⇒ 00:18:35.420 Greg Stoutenburg: Hit sign out.
262 00:18:36.120 ⇒ 00:18:39.569 Greg Stoutenburg: Oh wait, but then you might… Let’s just see.
263 00:18:39.680 ⇒ 00:18:41.040 Greg Stoutenburg: Okay.
264 00:18:41.040 ⇒ 00:18:42.859 Mat Schwarz: this. I gotta lose this guy.
265 00:18:43.340 ⇒ 00:18:44.910 Greg Stoutenburg: We gotta get rid of that, yeah.
266 00:18:47.010 ⇒ 00:18:49.230 Greg Stoutenburg: So what if you log in at Eden Health.
267 00:18:52.090 ⇒ 00:18:53.310 Mat Schwarz: I mean, I am logged in.
268 00:18:53.310 ⇒ 00:18:57.979 Greg Stoutenburg: Oh, wait, oh, wait, yeah, yeah, okay, right, that makes sense. Okay, so try the connector again.
269 00:19:00.820 ⇒ 00:19:05.710 Mat Schwarz: I, I, I… I did… I went in this, like, rabbit hole for, like, 30 minutes.
270 00:19:05.710 ⇒ 00:19:06.849 Greg Stoutenburg: I’m sure, yeah.
271 00:19:09.380 ⇒ 00:19:12.439 Mat Schwarz: Wait, I gotta take it out first, right? Just in case?
272 00:19:13.220 ⇒ 00:19:14.529 Greg Stoutenburg: Yeah, let’s take it out.
273 00:19:14.760 ⇒ 00:19:16.200 Mat Schwarz: What about view details?
274 00:19:16.570 ⇒ 00:19:18.010 Mat Schwarz: Oh, here, connect.
275 00:19:18.010 ⇒ 00:19:18.660 Greg Stoutenburg: Sure.
276 00:19:21.310 ⇒ 00:19:21.860 Greg Stoutenburg: Cool.
277 00:19:21.860 ⇒ 00:19:23.990 Mat Schwarz: and I do this, and I copy this…
278 00:19:25.070 ⇒ 00:19:27.519 Mat Schwarz: And it still didn’t work. That, right?
279 00:19:27.520 ⇒ 00:19:36.329 Greg Stoutenburg: Yeah, that should be your organization ID. It’s the subdomain, for example. I would enter my… okay, so for you, you just need to enter
280 00:19:36.720 ⇒ 00:19:37.800 Greg Stoutenburg: Eden Health.
281 00:19:38.670 ⇒ 00:19:39.390 Greg Stoutenburg: That’s it.
282 00:19:40.070 ⇒ 00:19:42.199 Greg Stoutenburg: - yep. Just eating health.
283 00:19:43.520 ⇒ 00:19:44.860 Mat Schwarz: And I delete this.
284 00:19:44.880 ⇒ 00:19:46.790 Greg Stoutenburg: Yep, and then hit continue.
285 00:19:49.400 ⇒ 00:19:50.740 Mat Schwarz: Do you think it was that easy?
286 00:19:51.260 ⇒ 00:19:51.900 Greg Stoutenburg: Maybe.
287 00:19:51.900 ⇒ 00:19:52.620 Mat Schwarz: Who else?
288 00:19:53.020 ⇒ 00:19:55.870 Mat Schwarz: But the sound… what it was showing you was not…
289 00:19:55.870 ⇒ 00:19:59.149 Greg Stoutenburg: It’s not your fault, man. You got it too far.
290 00:19:59.150 ⇒ 00:20:02.289 Mat Schwarz: Yeah, but I’m saying it was showing the entire URL, like, you saw that, right?
291 00:20:02.290 ⇒ 00:20:03.399 Greg Stoutenburg: I did, yeah, I did.
292 00:20:03.400 ⇒ 00:20:03.800 Mat Schwarz: thing.
293 00:20:03.800 ⇒ 00:20:10.650 Greg Stoutenburg: And it was definitely redirecting you, so somehow it’s like… I don’t know why. So now it’s like it was redirecting, and then in addition,
294 00:20:11.110 ⇒ 00:20:15.890 Greg Stoutenburg: Including too much of the URL. Alright, so I think you’re in now. Okay, perfect.
295 00:20:15.890 ⇒ 00:20:26.729 Chloe: trying to connect, but I got a message, even just in Connector, it just says, ask the organization owner to add this for your team, so I’m not really sure who I need to reach out to.
296 00:20:26.730 ⇒ 00:20:30.139 Greg Stoutenburg: Do you have… I just want to be super clear, so…
297 00:20:32.830 ⇒ 00:20:35.009 Greg Stoutenburg: your URL should begin with that.
298 00:20:36.010 ⇒ 00:20:43.530 Greg Stoutenburg: It used to be when… during the pilot of Omni for Eden, we used
299 00:20:44.780 ⇒ 00:20:54.809 Greg Stoutenburg: tryEden.ommniapp, and they… they changed it to Eden Health. So, a lot of people were temporarily, like, locked out. They were like, I think my privileges were revoked. It’s like, no, they just…
300 00:20:54.990 ⇒ 00:20:56.860 Greg Stoutenburg: ELT wanted to change the URL.
301 00:21:00.540 ⇒ 00:21:03.670 Mat Schwarz: Okay, perfect. Okay, so now I just need to, like…
302 00:21:05.700 ⇒ 00:21:08.349 Mat Schwarz: Go back and add one by one, right?
303 00:21:10.450 ⇒ 00:21:11.200 Greg Stoutenburg: Oh, I thought.
304 00:21:12.400 ⇒ 00:21:16.359 Mat Schwarz: All right, alright, so now we know that we need to…
305 00:21:17.200 ⇒ 00:21:22.279 Mat Schwarz: We need to do this as you go in the chat, like, add, add, as you create charts.
306 00:21:22.450 ⇒ 00:21:31.909 Mat Schwarz: So the challenge that we’re having, too, obviously there’s… I don’t think there’s anything you can do about it, but it’s… Yeah. The sheer volume of unattributed sales is just crazy.
307 00:21:32.350 ⇒ 00:21:33.410 Greg Stoutenburg: So…
308 00:21:33.610 ⇒ 00:21:40.070 Mat Schwarz: We don’t know. If you can Google that, it’s impossible to calculate anything to happen with anybody else.
309 00:21:40.070 ⇒ 00:21:44.839 Greg Stoutenburg: Right, I understand, yeah. I think, I mean, I think it’s something that Ryan and Zaran and Mitesh have been working on.
310 00:21:44.840 ⇒ 00:21:45.480 Mat Schwarz: No.
311 00:21:45.480 ⇒ 00:21:50.840 Greg Stoutenburg: So, yeah, I mean, and Zoran is definitely more expert than I am in any of that stuff, so I would just defer to him.
312 00:21:54.010 ⇒ 00:22:00.909 Mat Schwarz: Okay, cool. So, next up this week, a lot of things also, just so you know, Josh is like, oh, Dr. Robert.
313 00:22:01.020 ⇒ 00:22:01.870 Mat Schwarz: So…
314 00:22:02.180 ⇒ 00:22:09.180 Mat Schwarz: it’s a bit hard… I know that this is your, like, your Omni, right? Zoran, though we were told that he is marketing.
315 00:22:09.850 ⇒ 00:22:10.300 Greg Stoutenburg: Yeah.
316 00:22:10.300 ⇒ 00:22:17.239 Mat Schwarz: But, for example, like, the email… like, I need to… I need you guys to meet with Jazz from the email agency.
317 00:22:18.920 ⇒ 00:22:22.469 Mat Schwarz: Do you want to be in it? Should I just put Zoran in it?
318 00:22:22.830 ⇒ 00:22:41.869 Greg Stoutenburg: put Zoran in that. I know this is confusing, because… so first, I was, you know, I was doing one work stream, and then that changed at the end of the quarter. And even actually going forward for Omni… Omni stuff, or dashboard discrepancies, or things like that, it’ll start going to Jasmine, who started at Brainforge last week. I’ll be taking on an experimentation,
319 00:22:41.870 ⇒ 00:22:48.290 Greg Stoutenburg: And, what am I trying to say? Cro project this work stream… this quarter.
320 00:22:48.290 ⇒ 00:22:48.950 Mat Schwarz: Okay.
321 00:22:49.430 ⇒ 00:22:50.000 Greg Stoutenburg: Yeah, so…
322 00:22:50.000 ⇒ 00:22:50.520 Mat Schwarz: Oh, for that.
323 00:22:50.520 ⇒ 00:22:53.160 Greg Stoutenburg: Jazz thing, tag Zoran on that.
324 00:22:53.400 ⇒ 00:22:56.229 Mat Schwarz: We need also the Eden Plus thing that I was telling you about.
325 00:22:56.230 ⇒ 00:23:00.239 Greg Stoutenburg: Yeah, yeah, I asked Saran about that, if he did any other. I pinged him.
326 00:23:00.240 ⇒ 00:23:04.109 Mat Schwarz: He didn’t know anything, that’s what he told me, that he was not involved and he had no data.
327 00:23:04.350 ⇒ 00:23:17.049 Greg Stoutenburg: Okay. Well, I’m… Betty’s right about that. The only reporting I ever saw from Judd was just one particular spreadsheet, and then, you know, the CIO thing, where I said I created a couple of, I created a couple of cohorts for him.
328 00:23:18.380 ⇒ 00:23:19.670 Mat Schwarz: Okay, cool.
329 00:23:19.670 ⇒ 00:23:20.330 Greg Stoutenburg: Yeah.
330 00:23:22.580 ⇒ 00:23:23.400 Greg Stoutenburg: Okay.
331 00:23:24.990 ⇒ 00:23:26.759 Greg Stoutenburg: Alright. Well, cool.
332 00:23:26.760 ⇒ 00:23:27.460 Mat Schwarz: so much.
333 00:23:27.460 ⇒ 00:23:30.169 Greg Stoutenburg: Yep, happy to, happy to talk. Alright, see you guys.
334 00:23:30.170 ⇒ 00:23:31.319 Mat Schwarz: Thank you. Bye.