Meeting Title: User Guide Setup Sync Date: 2026-05-11 Meeting participants: Amber Lin, Chi Quinn
WEBVTT
1 00:00:12.260 ⇒ 00:00:13.500 Amber Lin: Hello!
2 00:00:15.930 ⇒ 00:00:16.779 Chi Quinn: Can you hear me?
3 00:00:16.980 ⇒ 00:00:18.340 Amber Lin: Yeah, I can hear you now.
4 00:00:18.830 ⇒ 00:00:20.090 Chi Quinn: Can you quora.
5 00:00:21.060 ⇒ 00:00:21.950 Chi Quinn: Oh…
6 00:00:31.350 ⇒ 00:00:32.199 Chi Quinn: Can you hear me?
7 00:00:32.490 ⇒ 00:00:33.770 Amber Lin: Yeah, I can hear you.
8 00:00:33.770 ⇒ 00:00:34.640 Chi Quinn: Okay, perfect.
9 00:00:34.640 ⇒ 00:00:42.319 Amber Lin: Okay. Yay, there was nobody in the previous meetings except for me and Chris, so we were like, bye-bye!
10 00:00:42.320 ⇒ 00:00:55.039 Chi Quinn: Yeah, and then I came later, and then Chris mentioned that I saw the notes from Catherine that she was going to be pretty much busy today, or she wouldn’t be able to come, so yeah, I joined later, and I was like, where’s everybody?
11 00:00:56.090 ⇒ 00:01:06.539 Amber Lin: It’s okay. Like, the only thing I wanted to do today was to get the user guide done, and to get the support or login set up.
12 00:01:06.550 ⇒ 00:01:16.259 Amber Lin: I don’t think they have set up Trello yet, and I don’t think we’ve set up Slack… yet. Would you be able to set up Slack, or is that just Catherine?
13 00:01:16.260 ⇒ 00:01:23.110 Chi Quinn: That is a Catherine. I mean, I could, but we haven’t finalized the name, the official name.
14 00:01:23.110 ⇒ 00:01:23.870 Amber Lin: Okay, okay.
15 00:01:23.870 ⇒ 00:01:24.210 Chi Quinn: So.
16 00:01:24.210 ⇒ 00:01:25.770 Amber Lin: That’s all good, that’s all good.
17 00:01:26.020 ⇒ 00:01:28.850 Amber Lin: But you have access to Asana, right?
18 00:01:28.970 ⇒ 00:01:39.149 Chi Quinn: I do. I do have access to Asana, and that was actually going to be the… for the second part of the user guide for how can people request Asana, because…
19 00:01:39.480 ⇒ 00:01:43.140 Chi Quinn: was thinking was it was going to be through Slack.
20 00:01:43.280 ⇒ 00:01:49.959 Chi Quinn: Where they can request the, Asana form, so… because I was going to add a workflow.
21 00:01:50.560 ⇒ 00:01:54.149 Chi Quinn: Then the channel and pin it into the top of that channel.
22 00:01:54.150 ⇒ 00:01:57.170 Amber Lin: Oh, okay. That works, too.
23 00:01:57.170 ⇒ 00:02:07.019 Chi Quinn: Yeah, that’s what I was thinking, because initially, well, because later, I eventually just want to have the user add the forward slash data.
24 00:02:07.020 ⇒ 00:02:09.270 Amber Lin: Yeah, yeah, that would be easier.
25 00:02:09.270 ⇒ 00:02:13.690 Chi Quinn: Yeah, it would be, but apparently I don’t have admin privileges at the moment, so…
26 00:02:15.010 ⇒ 00:02:17.729 Chi Quinn: I mean, I won’t be able to get it done this week, but .
27 00:02:17.730 ⇒ 00:02:24.160 Amber Lin: Okay, sounds good. I’ll tag you in… In the user guide.
28 00:02:24.510 ⇒ 00:02:32.399 Amber Lin: Let me… share this file with you. I was just working on this this morning,
29 00:02:32.720 ⇒ 00:02:39.719 Amber Lin: And so, let me tag you in here as well. So, would people ever be logging into Asana at all?
30 00:02:40.820 ⇒ 00:02:43.109 Chi Quinn: Mmm, I mean, people have.
31 00:02:43.150 ⇒ 00:02:51.669 Chi Quinn: various departments, I don’t know how they’re using it, but some are using it for their own personal projects, but in terms of how they want to reach to us.
32 00:02:51.700 ⇒ 00:03:05.730 Chi Quinn: Initially, we had a form, an Asana form, that they could just fill out, and then it would go straight to the board, the one that I sent you the link to, and it would go to the not started, column.
33 00:03:06.150 ⇒ 00:03:06.820 Amber Lin: Mmm.
34 00:03:06.820 ⇒ 00:03:10.560 Chi Quinn: And so, the… the problem… well, it’s not the problem, it’s like…
35 00:03:11.750 ⇒ 00:03:26.850 Chi Quinn: I guess the question is, what is the easiest, what is the easiest way that people can access us without someone emailing, someone word of mouth, whatnot? And so the Slack channel is just the best option, because everybody, all staff.
36 00:03:26.850 ⇒ 00:03:27.240 Amber Lin: Extremely.
37 00:03:27.290 ⇒ 00:03:40.439 Chi Quinn: uses it all the time. And so, when we have our dedicated channel for, you know, Snowflake or whatnot, or for anything data-related, I was thinking to have that pinned, at least for now.
38 00:03:40.440 ⇒ 00:03:40.880 Amber Lin: Hmm.
39 00:03:40.880 ⇒ 00:04:00.090 Chi Quinn: the end… end goal is to have the ability to just type in, you know, forward slash data help, and then the form, they would have access to the form, or the link to the form. So I just haven’t had a chance to test it out yet so I can get the specific directions, but I did test out the,
40 00:04:00.470 ⇒ 00:04:03.180 Chi Quinn: the link, the workflow that I created.
41 00:04:03.180 ⇒ 00:04:03.850 Amber Lin: Okay.
42 00:04:03.850 ⇒ 00:04:06.860 Chi Quinn: And so that’s something we can at least start right now.
43 00:04:06.860 ⇒ 00:04:08.720 Amber Lin: Cool. Yeah. And then build that.
44 00:04:08.720 ⇒ 00:04:09.340 Chi Quinn: later.
45 00:04:09.620 ⇒ 00:04:23.820 Amber Lin: Cool, let’s just put whatever we have, just a brief version, because I think things might change. Yeah. If you can drop that into the… let me share the doc with you.
46 00:04:24.380 ⇒ 00:04:35.420 Amber Lin: It just shared access, so you should have it as well. Okay. It’s under support, and I’ll just call it support.
47 00:04:36.010 ⇒ 00:04:38.220 Amber Lin: It’s under support, and then…
48 00:04:40.280 ⇒ 00:04:46.659 Amber Lin: I think we can just add some images and links of where things are, like, hey, submit here.
49 00:04:47.340 ⇒ 00:04:47.930 Chi Quinn: Yeah.
50 00:04:48.140 ⇒ 00:04:49.770 Amber Lin: Yeah, that should be good.
51 00:04:49.910 ⇒ 00:04:55.930 Amber Lin: Do you think we need a guide on what Streamlit apps…
52 00:04:56.160 ⇒ 00:05:07.630 Amber Lin: currently cover. Like, I can add the how to reach Streamlit apps, but if you want to teach people… well.
53 00:05:07.630 ⇒ 00:05:20.070 Amber Lin: tell them, hey, these are available, what was in Power BI is now here, what’s covered, and then if you want to create streamlined apps, maybe that’s a separate guide.
54 00:05:20.070 ⇒ 00:05:20.590 Chi Quinn: Yeah.
55 00:05:20.590 ⇒ 00:05:22.239 Amber Lin: Do you want to create that?
56 00:05:22.540 ⇒ 00:05:29.809 Chi Quinn: Yeah, I can create the, this is just more how to access the Streamlit apps, or is this.
57 00:05:30.170 ⇒ 00:05:44.430 Amber Lin: Is that what you’re saying? I can cover how to access Streamlit, but then I need your help on how this maps to Power BI, where should you find the reports, and how it’s… I’ll make a separate tab for sure.
58 00:05:44.430 ⇒ 00:05:53.830 Chi Quinn: Okay, yeah, sure. So just anything from… that was previously a Power BI report that’s basically just guiding what’s in the app, specifically what’s in… Yeah. Okay, yeah.
59 00:06:03.450 ⇒ 00:06:08.120 Chi Quinn: And do you want me to put this in… oh, okay, I see it, the stream.
60 00:07:14.650 ⇒ 00:07:15.460 Amber Lin: Okay.
61 00:07:16.040 ⇒ 00:07:19.660 Amber Lin: Alright.
62 00:07:20.340 ⇒ 00:07:27.050 Amber Lin: Anything you need my help on, I think you can probably also ask the sidebar.
63 00:07:27.200 ⇒ 00:07:31.030 Amber Lin: those questions, because it does have access to the Streama apps.
64 00:07:31.160 ⇒ 00:07:34.019 Amber Lin: Of, like, what’s currently in there.
65 00:07:34.550 ⇒ 00:07:39.659 Amber Lin: But you might need to write it out manually of, like, what’s in Power BI.
66 00:07:40.640 ⇒ 00:07:44.390 Chi Quinn: Right, right. I, I will, more than likely.
67 00:07:44.500 ⇒ 00:08:00.190 Chi Quinn: Because what I’m looking at, because that’s also what I’m… it’s funny, because I’m doing, like, 3 things all at the same time, because eventually what I’m trying to do is, I’m testing out a few things, like, especially for the Streamlip app. When somebody wants to create a report.
68 00:08:00.580 ⇒ 00:08:00.950 Amber Lin: Intention.
69 00:08:00.950 ⇒ 00:08:04.079 Chi Quinn: Create, like, a skills, basically, to…
70 00:08:04.080 ⇒ 00:08:04.720 Amber Lin: to your dresser.
71 00:08:04.720 ⇒ 00:08:08.070 Chi Quinn: Guide the user to the.
72 00:08:08.070 ⇒ 00:08:08.610 Amber Lin: Create the.
73 00:08:08.610 ⇒ 00:08:27.429 Chi Quinn: gaps, so that’s actually in the works as we speak right now. Okay. Yeah, and so what I will do… so what I will do definitely for today and this week, is to prioritize the user guide on how… what specific reports that were in Power BI that are now in Streamlit.
74 00:08:27.430 ⇒ 00:08:29.180 Chi Quinn: So I will work on that.
75 00:08:29.190 ⇒ 00:08:39.760 Chi Quinn: And I will also follow up, I think follow up with Catherine to kind of see what channel, what Slack channel we’re going to use, because I do want to
76 00:08:39.880 ⇒ 00:08:41.909 Chi Quinn: Test out.
77 00:08:42.570 ⇒ 00:08:45.909 Chi Quinn: I do want to test out, that as well for the support.
78 00:08:45.910 ⇒ 00:08:54.990 Amber Lin: Let’s see… can you create, like, a test one in our channel, or I think you can create your own, like, test Slack channel, and just do it there?
79 00:08:54.990 ⇒ 00:08:55.530 Chi Quinn: Yeah.
80 00:08:55.530 ⇒ 00:08:57.800 Amber Lin: The workflow down, you can just copy over.
81 00:08:58.210 ⇒ 00:09:09.440 Chi Quinn: Yeah, let me see… I can send… because I created the workflow, and I could just actually send the link, and maybe you could play, test it out, see how it looks on your end. Okay, let’s see…
82 00:09:14.150 ⇒ 00:09:14.960 Chi Quinn: Hmm.
83 00:09:27.660 ⇒ 00:09:30.199 Chi Quinn: Let me send it to the channel.
84 00:09:43.440 ⇒ 00:09:47.369 Chi Quinn: I wonder what… yeah, I wonder what happens. I added to the rainforest.
85 00:09:47.750 ⇒ 00:09:51.609 Amber Lin: Oh, I… yeah, I saw a start workflow.
86 00:09:51.610 ⇒ 00:09:54.919 Chi Quinn: Yeah, because it’s funny, because it was saying, oh, if you click start…
87 00:09:54.920 ⇒ 00:09:57.979 Amber Lin: permissions to run this workflow. Huh.
88 00:09:57.980 ⇒ 00:09:59.909 Chi Quinn: Because external. That makes sense.
89 00:10:00.450 ⇒ 00:10:01.270 Amber Lin: Yeah.
90 00:10:01.270 ⇒ 00:10:01.780 Chi Quinn: Great garden.
91 00:10:01.780 ⇒ 00:10:04.980 Amber Lin: Maybe tag Chris for him to try?
92 00:10:05.110 ⇒ 00:10:05.910 Chi Quinn: Yeah.
93 00:10:07.520 ⇒ 00:10:08.250 Chi Quinn: I see.
94 00:10:47.290 ⇒ 00:10:48.200 Chi Quinn: Chris.
95 00:10:48.550 ⇒ 00:10:53.400 Chi Quinn: Oops. Then I… can you try something? I added,
96 00:10:53.790 ⇒ 00:11:03.969 Chi Quinn: I added, like, a comment in the Brainforce channel. It says to start workflow. I’m just trying to see if you can… if it will send, like, a private message to you to…
97 00:11:04.650 ⇒ 00:11:17.510 Chi Quinn: open link. It’s for… I’m trying to see, basically, if… how people can send us. Yeah. It should be in the brain portion. I just put it in there, so it makes sense. Yeah. Thanks.
98 00:11:22.650 ⇒ 00:11:24.440 Chi Quinn: Okay, let’s see…
99 00:11:24.750 ⇒ 00:11:38.279 Chi Quinn: Because, let me see, I’m gonna test it out myself. I tested out myself, and it gave me a message, but of course, it’s like, you know, it’s me. I just sent a word. I sent something. Oh, okay. Did it send you a message?
100 00:11:40.340 ⇒ 00:11:48.820 Chi Quinn: Is this something, like, an email or phone? No, like a Slack… like a Slack message to your personal… or I think it should be under the apps.
101 00:11:49.170 ⇒ 00:11:49.900 Chi Quinn: bump.
102 00:11:50.120 ⇒ 00:11:54.159 Chi Quinn: Oh, here it is, yeah. Oh, okay, yep, yep.
103 00:11:54.460 ⇒ 00:11:57.359 Chi Quinn: And then you just click Submit a Data Request.
104 00:11:59.720 ⇒ 00:12:05.230 Chi Quinn: No, you don’t have to. It shows you the form, basically? Okay, perfect. Thanks.
105 00:12:06.680 ⇒ 00:12:07.880 Chi Quinn: So, yeah.
106 00:12:09.410 ⇒ 00:12:15.370 Chi Quinn: So basically what happens is… When you press that button, it,
107 00:12:16.900 ⇒ 00:12:27.189 Chi Quinn: it will send you, like, the app will send you, like, a little message, and then you open that message, and it will say, well, actually, I’ll send this, like, just a little screenshot, just kind of…
108 00:12:27.970 ⇒ 00:12:34.559 Amber Lin: Yeah, if you can add it to the user guide, that will probably be all we need, essentially.
109 00:12:34.870 ⇒ 00:12:35.820 Chi Quinn: Got it.
110 00:13:18.300 ⇒ 00:13:19.050 Chi Quinn: Okay.
111 00:13:24.590 ⇒ 00:13:30.840 Chi Quinn: Because I guess I could put it… okay, because I see from here where to ask questions.
112 00:13:31.690 ⇒ 00:13:32.730 Chi Quinn: sauna.
113 00:13:34.180 ⇒ 00:13:38.950 Chi Quinn: Just gonna put the screenshot just right under.
114 00:13:50.370 ⇒ 00:13:54.070 Amber Lin: So how would a user get there?
115 00:13:54.270 ⇒ 00:13:57.210 Chi Quinn: So, that’s what… ideally.
116 00:13:57.340 ⇒ 00:14:14.460 Chi Quinn: the channel we’re going to have, the channel, I guess the support channel, it should be pinned. I’m thinking it will be pinned to the top of that page, so then the user can see that once it gets to the channel, they will at least know that it’s right there on top of the page.
117 00:14:14.460 ⇒ 00:14:28.989 Chi Quinn: And then they would just select… and, well, and I haven’t tried that yet, so once we get the channel, because right now, what, like, what I just posted on the, on the DataForge channel, it’s pretty much just showing,
118 00:14:28.990 ⇒ 00:14:29.830 Amber Lin: a form.
119 00:14:29.830 ⇒ 00:14:40.319 Chi Quinn: Yeah, it’s a link, and then it pops up… this pops up, so my… that’s what my question is, like, well, if we have it in a channel, a specific channel, how does that look to the end user?
120 00:14:40.320 ⇒ 00:14:41.310 Amber Lin: Oh, okay.
121 00:14:41.690 ⇒ 00:14:45.440 Chi Quinn: I’m not sure at the moment. I might have to test it out, like, in a…
122 00:14:45.440 ⇒ 00:14:46.020 Amber Lin: Okay.
123 00:14:46.790 ⇒ 00:14:47.930 Chi Quinn: Personal.
124 00:14:47.930 ⇒ 00:14:57.670 Amber Lin: Yeah, that’s okay. Would you be able to add the direct link as well? Because I assume, because people will use this guide, they might just click in here as well.
125 00:14:57.670 ⇒ 00:15:03.020 Chi Quinn: Yeah, because, yeah, I could just send the form. Yeah, let me send the link.
126 00:16:11.390 ⇒ 00:16:14.840 Chi Quinn: Yeah, because I can see for the… I mean, it’s a… it will be,
127 00:16:15.710 ⇒ 00:16:22.130 Chi Quinn: simple step, to… well, definitely for Link, if they use the guide, they could just,
128 00:16:22.130 ⇒ 00:16:22.690 Amber Lin: So…
129 00:16:22.690 ⇒ 00:16:26.099 Chi Quinn: So, like, the link up there, but then…
130 00:16:26.240 ⇒ 00:16:29.219 Chi Quinn: Yeah, so, and at least we want to…
131 00:16:30.030 ⇒ 00:16:35.790 Amber Lin: Yeah, let’s add the link first, and I think Catherine might have to create a Slack channel tomorrow.
132 00:16:35.790 ⇒ 00:16:36.220 Chi Quinn: Yeah.
133 00:16:36.220 ⇒ 00:16:43.129 Amber Lin: Because I don’t think she has time today. And then we’ll… we’ll add the other paths, but I just want to make sure they have at least one.
134 00:16:44.520 ⇒ 00:16:45.820 Chi Quinn: Yes, absolutely.
135 00:16:47.150 ⇒ 00:17:05.390 Amber Lin: Cool. Yeah. Feel free to add any instructions of, hey, this is what it looks like in the form, here’s what you should… best practices to submit, like, whatever you think will be helpful, put it there. Otherwise, like, I think we’re good. I’ll… let me know when you have
136 00:17:05.540 ⇒ 00:17:17.049 Amber Lin: a brief version for the stream of the apps ready, and the guide ready, and I can go review it, and otherwise, I’m online, today. I’ll just be working on this guide.
137 00:17:17.430 ⇒ 00:17:19.209 Chi Quinn: Okay, sounds good.
138 00:17:19.210 ⇒ 00:17:19.900 Amber Lin: Cool.
139 00:17:19.900 ⇒ 00:17:20.700 Chi Quinn: Alright.
140 00:17:20.700 ⇒ 00:17:23.580 Amber Lin: Thank you, I’ll see you tomorrow.
141 00:17:24.130 ⇒ 00:17:26.020 Amber Lin: 3. Yeah.
142 00:17:26.819 ⇒ 00:17:27.299 Amber Lin: Alrighty.
143 00:17:27.300 ⇒ 00:17:28.720 Chi Quinn: See you soon. Alright, bye.
144 00:17:28.720 ⇒ 00:17:29.460 Amber Lin: Bye.
145 00:17:29.460 ⇒ 00:17:30.260 Chi Quinn: Bye.