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read.ai
Reports for "Communications Team" Management
#19
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! action has an uncaught error |
@gentlementlegen rfc on this draft |
read.ai
Reports for "Growth Team" Managementread.ai
Reports for "Communications Team" Management
Contacted the team about more details to be included in the webhook:
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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:
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:
Sales Team Key Points to Emphasize
From the Sales Team Handbook:
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
Implementation Details
Order of Implementation
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