Short answer: Sam Nadler says a sales team blocker about running out of tool credits surfaced in the summary and he topped them off immediately. He plans to add permissions; Jordan suggests a seven-day look back.
Watch this answer from Episode 7 (starts at 9:13) · Episode 7 notes and transcript
From Episode 7: How Daily Check-Ins Fix Remote Work, starting at 9:13.
Jordan Metzner [9:13]: Any ideas for kind of, like, additional features or, like, where this is going?
Sam Nadler [9:16]: Yeah. The I definitely need to add some permissions. Some teams have sensitive information, and right now, I don't have those permissions, but I will layer those on. And I've just asked the teams to kinda withhold any super sensitive information for the time being. And we have some other tools where this may be a better fit integrated into those tools, so that would be kind of another phase to this project.
Jordan Metzner [9:48]: Cool. Yeah. Super cool. Great job. Yeah. And then another idea I thought of just listening to you out loud could be leveraging AI when it does the summaries to do a look back against the last, like, seven days of the work that that's been completed, or the forms that have been completed, just to see whether or not, kind of what they said yesterday has correlation to today, and etcetera, and if there's any kind of something that fell out of the mix or something like that.
Sam Nadler [10:15]: Yes. Yeah. That's a good point. Like, are we completing what we're prioritizing and have AI review that? But one, like, really quick thing that I do wanna bring up just as I as we're talking, This did work really well. Yesterday, one of our teams reported a blocker. So specifically right here, our sales team, and this popped up in our AI summary, ran out of credits for a tool we use. And I was immediately able to get in, top off the credits, to bridge the app for when our kinda plan renews, and that's exactly what I wanted it for. Previously, not saying this is, a huge deal, but maybe I would have read that form a little later in the day, but I got the summary. It was top of mind in the summary, and I was immediately able to jump in and fix the problem for her. Is it game changer? No. But I think it's always helpful when your team knows that you're that much faster to react to whatever's blocking them from doing their best work.
Jordan Metzner [11:17]: Well, great job. Honestly, I think it's really good. It's really cool. Alright. Let's jump in the tool of the week.
