`read.ai` Reports for "Communications Team" Management

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Integrate Read.AI Webhooks with Task Management System

Overview

Integrate Read.AI webhooks to automate action item tracking for the communications team. The goal is to ensure sales personnel are paid based on their performance, which includes:

1. Taking scheduled calls (and being on time)
2. Covering key points on the calls
3. Handling follow-up tasks

This integration focuses on managing investor relations associates who pitch high-level information about Ubiquity DAO Series A round to prospective investors.

Background

Our communications team consists of lead generation and investor relations associates. Investor relations associates take the first wave of investor candidates, pitch the high-level overview of Ubiquity, and loop in the technical team for detailed due diligence if the investors are interested. Associates follow a script regarding the investment opportunity while focusing on relationship building with the investors.

Read.AI records Zoom calls and generates summaries, including post-call action items. We aim to automate task assignment and management for salespersons by creating GitHub issues for follow-up tasks based on Read.AI's analysis.

1/3 Taking the Scheduled Calls

The basic function of their job is to make it to the scheduled calls. The lead generation team, familiar with setting up webhooks, can send information about when a call is booked and whose calendar it is on. They also monitor when bookings are rescheduled, which could be useful to capture.

By cross-referencing the call start and end times, we can easily determine if the associate attended the scheduled call.

2/3 Covering Key Points

Associates must communicate key points to qualify the investor candidate. Important points to cover include:

• Series A $10-$20m raise at $100-$200m valuation (explain the valuation strategy)
• Kernel-plugin architecture and the potential for an "Apple App Store" of agents
• MakerDAO partnership
• Card issuance
• Stablecoin history

Sales Team Key Points to Emphasize

From the Sales Team Handbook:

• Series A fundraising specifics and timeline
• Current financial status and previous seed round details
• Overview of the Ubiquity Operating System and its benefits
• Dynamic compensation system for improved productivity
• Potential revenue streams and current stage of monetization
• Commitment to open-source and efficient global team management
• Unique value proposition and competitive advantages
• Plans for partnerships and pilot programs
• Clear closing with an invitation for further engagement

Read.AI summarizes what points were covered, and we can run it through another ChatGPT prompt to identify any points that were not hit, according to the Read.AI payload.

3/3 Handling Follow-Up Tasks

Read.AI generates a bullet point list of follow-up tasks, including the Zoom username per task. We can extract these follow-up tasks and assign them to the associate on GitHub as separate issues. One issue per week with all the follow-up tasks could be created, with default priority and time levels set, so that when tasks are completed, associates can receive a reward.

Example Read.AI Payload

{
    "payload": {
        "session_id": "01HZJ1FY5RRM6NR0W87J5ZBHC1",
        "trigger": "meeting_end",
        "title": "Meet Meeting",
        "start_time": "2024-06-04T16:32:28+00:00",
        "end_time": "2024-06-04T17:47:25+00:00",
        "participants": [
            {
                "name": "アレクサンダー",
                "first_name": "アレクサンダー",
                "last_name": null,
                "email": null
            },
            {
                "name": "K77 Dewhales",
                "first_name": "K77",
                "last_name": "Dewhales",
                "email": null
            },
            {
                "name": "[redacted]",
                "first_name": "[redacted]",
                "last_name": null,
                "email": "[redacted]"
            }
        ],
        "owner": {
            "name": "[redacted]",
            "first_name": "[redacted]",
            "last_name": null,
            "email": "[redacted]"
        },
        "summary": "The meeting began with Alexander discussing his transition from a developer to focusing on fundraising, highlighting the challenges faced with existing investors and the strategy behind the previous seed round. K77 Dewhales inquired about the potential involvement of previous backers in the current round, and Alexander emphasized the importance of finding partners to help the company and discussed the approach of extending the round to existing investors as a courtesy. \n\nK77 Dewhales presented an in-depth overview of DeWales Capital, emphasizing its role as a crypto native organization operating at the intersection of an investment DAO and a VC. They detailed the collective decision-making process involving over 200 members with a combined portfolio of 350 million, the comprehensive VC structure, advisory services, liquidity provision capabilities, connections to portfolio companies and partners, and the meticulous voting and pledge phases for project approval and investment. \n\nAlexander provided insights into the fundraising strategy, highlighting the original window for fundraising and the need to refine pitch materials and onboard investor relations associates. He also delved into the potential partnership with Microsoft's fund for GitHub, emphasizing the importance of open source products in encouraging new developers to join the movement. Additionally, he explained the impact of the Bitcoin halving cycle on the fundraising timeline and the objective to secure partners unaffected by the price of Bitcoin.\n\nThe meeting also covered Ubiquity's future plans and funding strategy, including the development of an on-chain neobank with a stablecoin, aiming to build an ecosystem of useful applications and incentivize settlement in their stablecoin. Alexander elaborated on the plan to offer banking services, such as providing lines of credit based on users' income and offering prepaid Visa and Mastercards with no KYC requirements, which can be used for cashing out or making payments via mobile wallets. The discussion also touched on the challenges of working with card issuers and the prototype solution developed by Ubiquity to provide banking services.",
        "action_items": [
            {
                "text": "Alexander will develop and implement the XP system for governance within the Ubiquity platform."
            },
            {
                "text": "Alexander will research and select a company for smart contract audits and security assessments."
            },
            {
                "text": "Alexander will finalize the fundraising strategy and terms for the current round."
            },
            {
                "text": "Alexander will refine the go-to-market strategy for attracting developers to the Ubiquity platform and contributing to DAO tasks."
            },
            {
                "text": "K77 will pass the information gathered from the meeting to the members for voting."
            },
            {
                "text": "Alexander will send the developer onboarding document to K77."
            },
            {
                "text": "Alexander will identify and pursue additional strategic partnerships with DAOs beyond the current list."
            },
            {
                "text": "アレクサンダー will send the read AI report and await feedback from [K77 Dewhales]."
            },
            {
                "text": "Alexander will send the read AI report to K77."
            },
            {
                "text": "Alexander will keep in touch with K77 on Telegram for further discussions."
            }
        ],
        "key_questions": [
            {
                "text": "Which companies are being considered for smart contract audits and security assessments?"
            },
            {
                "text": "What is the developer onboarding process like at Ubiquity?"
            },
            {
                "text": "What is the go-to-market strategy for attracting developers to use the Ubiquity platform and contribute to DAO tasks?"
            },
            {
                "text": "Is the payment processing system fully reliant on human reviewers?"
            },
            {
                "text": "What is the jurisdiction of the company and the token issuer?"
            }
        ],
        "topics": [
            {
                "text": "Development of DAO Operating System"
            },
            {
                "text": "Fundraising Strategy and Objectives"
            },
            {
                "text": "Smart Contract Auditing and Security"
            },
            {
                "text": "Payment processing and bot review system"
            },
            {
                "text": "Company jurisdiction and token issuer"
            }
        ],
        "report_url": "https://app.read.ai/analytics/meetings/01HZJ1FY5RRM6NR0W87J5ZBHC1",
        "chapter_summaries": [
            {
                "title": "Fundraising Strategy and Investor Relations",
                "description": "Alexander shares his shift from a developer role to focusing on fundraising, the challenges faced with existing investors, and the strategy behind the previous seed round. K77 Dewhales asks about the potential involvement of previous backers in the current round and expresses understanding of the situation.",
                "topics": []
            },
            {
                "title": "Introduction to DeWales Capital",
                "description": "K77 Dewhales introduces DeWales Capital, highlighting its unique position as a crypto native organization combining an investment DAO and a VC. They outline the collaborative decision-making process, the comprehensive VC structure, advisory services, liquidity provision capabilities, connections to portfolio companies and partners, and the detailed voting and pledge phases for project approval and investment.",
                "topics": []
            },
            {
                "title": "Discussion on Fundraising and Potential Partnerships",
                "description": "Alexander outlines the fundraising plans, mentioning the original window for fundraising and the need to refine pitch materials and onboard investor relations associates. He also discusses the potential partnership with Microsoft's fund for GitHub and the importance of open source products in incentivizing new developers to join the open source movement.",
                "topics": []
            },
            {
                "title": "Development of DAO Operating System",
                "description": null,
                "topics": []
            },
            {
                "title": "Fundraising Strategy and Objectives",
                "description": null,
                "topics": []
            },
            {
                "title": "Project Overview and Partnerships",
                "description": "K77 Dewhales requests a quick intro about the project from Alexander, who then shares the backstory, highlighting the pilot phase and partnerships with Powerhouse and Yearn Finance. Alexander explains the focus on engineering and decentralized values, as well as the intention to work with a select few DAOs before going public with the project.",
                "topics": []
            },
            {
                "title": "Alexander's Experience with Self-Employment and Payroll Solution",
                "description": "Alexander discusses his transition from self-employment to founding a digital agency and later developing a payroll solution for his team. He details the use of time tracking software to create a productive work environment without a traditional clock-in, clock-out system, allowing team members to work on their own time while being compensated based on their productive hours.",
                "topics": []
            },
            {
                "title": "Operational Efficiency and DAO Solutions",
                "description": "Alexander shares his experiences with operational efficiency and the crypto world, emphasizing the importance of managing a global workforce in DAOs. He introduces the concept of dynamic compensation and discusses the AI manager for DAOs, which monitors work contributions and offers financial incentives across various platforms.",
                "topics": []
            },
            {
                "title": "Ubiquity's Ecosystem Expansion",
                "description": "Alexander outlines the revenue share model for projects using Ubiquity's plugin and the development of an on-chain neobank with a stablecoin. He emphasizes the goal of building an ecosystem of useful applications and incentivizing settlement in their stablecoin. Additionally, he discusses the prototype of prepaid Visa and Mastercards with no KYC requirements, which can be used for cashing out or making payments via mobile wallets.",
                "topics": []
            },
            {
                "title": "Governance and Auditing Discussion",
                "description": "Alexander presents the XP system for governance, highlighting the significance of contributors' influence based on their contributions. He also outlines the auditing process for smart contracts and the company's financial stability, expressing openness to strategic partnerships.",
                "topics": []
            },
            {
                "title": "Smart Contract Auditing and Security",
                "description": null,
                "topics": []
            },
            {
                "title": "Future Vision for Contributor Ecosystem and Matchmaking Market",
                "description": "Alexander presents the future vision for Ubiquity, envisioning a contributor ecosystem where developers and DAOs can efficiently find and work on tasks. He highlights the use of AI for matchmaking and the potential exposure through partnerships with large organizations, emphasizing the goal of creating a highly efficient marketplace for tasks.",
                "topics": []
            },
            {
                "title": "Payment Process and Workflow",
                "description": "アレクサンダー explained the system's process, where bot reviews and human reviewers play a crucial role in approving projects and generating payment permits. He also demonstrated how the system handles simultaneous submissions and assigns tasks to contributors, along with the allocation of rewards and bounties based on contributions and code reviews. K77 Dewhales expressed interest and noted the need to wrap up the discussion due to time constraints.",
                "topics": []
            },
            {
                "title": "Payment processing and bot review system",
                "description": null,
                "topics": []
            },
            {
                "title": "Presentation on Ubiquity's Future Plans and Funding Strategy",
                "description": "Alexander, representing Ubiquity, presents the company's future plans, focusing on deep vertical integration, user experience, and revenue strategies. He highlights the company's R&D efforts, treasury status, and the integration of DeFi and AI. Additionally, he addresses the jurisdiction of the company and token issuer, emphasizing compliance and transparency.",
                "topics": []
            },
            {
                "title": "Company jurisdiction and token issuer",
                "description": null,
                "topics": []
            }
        ]
    }
}

Implementation Details

• We need a webhook endpoint to receive these events from read.ai. These are transmitted as soon as the Zoom call ends.

Order of Implementation

1. I think for the first version, we can focus on "covering key points"
   • This will essentially automate training, which makes our recruiting efforts a lot easier.
2. Next would be "follow up tasks"
3. Last would be "taking the scheduled calls"
   • They should be terminated if they miss calls, which can be audited through other means.

[ubiquibot[bot]]

! action has an uncaught error

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@gentlementlegen rfc on this draft

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Contacted the team about more details to be included in the webhook:

Ben Hennessy (Read AI Support Center)Jun 7, 2024, 10:00 PDTHi Alexander, Thanks for reaching out to Read and sharing your feedback. We are planning to add transcripts and the meeting metrics to the webhooks payload later this year, as well as a REST API for more direct programmatic access to the data. Although I can't provide any more specific ETAs at this time, I have flagged your request for our Product Team, who values user input and takes it into account when prioritizing Read's development roadmap. Best,Ben - Support Team at Read