Updated all the notes so my script would pull them automatically without any errors. The script is almost done, but I can't seem to get it to merge all the dictionaries! Those were most of the changes for this commit.

CustomerNotes/4Pillars.md

@@ -1,5 +1,9 @@
 # 4Pillars
 
+## 05/20/2022
+
+### First Meeting
+
 Code igniter information
 RDS on AWS SQL database
 

CustomerNotes/Agriwebb.md

@@ -1,16 +1,16 @@
 # Agriwebb
 
+
+## 12/1/2022
+
+### Meeting with Leah re: points in courses
+
 Salesforce integration not working
 
 - [X] Check if they have run import
 
 Last time Eric ran import he got many many errors
 Import errors from the SFDC side
-
-## 12/1/2022
-
-### Meeting with Leah re: points in courses
-
 Denver Located
 She wants to try and drive engagement with new customers.
 New customers have a month to complete the Agriwebb Academy Courses. Say you complete them in the first month, you get 10% off your second year subscription.

CustomerNotes/Aiim.md

@@ -1,9 +1,9 @@
 # AIIM
 
-Workflows Demo
-
 ## 10/11/2022
 
+### Sync with Georgina
+
 * The user receiving the communications is an ex-employee and that should say it all
 * They are okay with losing the subscription of that person
 * Wants to explore workflows

CustomerNotes/Artsy.md

@@ -1,3 +1,5 @@
+# Artsy
+
 ## 10/19/2022
 
 * Ellen, Marketplace Support lead

CustomerNotes/Blacklane.md

@@ -1,11 +1,13 @@
 # Blacklane
 
-## Whos Who
+## 07/01/2022
+
+### Whos Who
 
     - Calum: Content, User journeys
     - Colin: Might be the same (has covid 7/5)
 
-## Tasks
+### Tasks
 
 - [X] Create Flow Chart of Roles, Courses, NP Definitions etc
 - [X] Lay out one course per role since we can't hide activities
@@ -15,11 +17,11 @@
 - [ ] Go through Master Course and look for holes
 - [ ] Review
 
-## Integrations
+### Integrations
 
     - Salesforce
 
-## Genzeral Notes
+### General Notes
 
 - currently hosting every module in survey gizmo and intercom
 - Need to break these down into activities

CustomerNotes/Bolt.md

@@ -2,6 +2,8 @@
 
 ## 10/03/2022
 
+### First Meeting Takeover from Travis
+
 * Engineering on Bolt side will have more time to in app experience
 * Goal for in app by 31 October
 * Vera to talk about another issue:

CustomerNotes/CIBC.md

@@ -1,6 +1,8 @@
 # CIBC
 
-## Categories and Flow
+## 07/01/2022
+
+### Categories and Flow
 
     - Should things be put into epics?
     - Examples of how something was laid out?
@@ -8,7 +10,6 @@
     - For instance, what are preferences. What are push notifications and alerts
     - Lots of clients are elderly and unaware of these terms
     - What are savings, checking, etc.
-    -
 
 [ ] - Find examples of search within the page only
 [ ] - Submit ticket with Figma files for design changes

CustomerNotes/CSMInterviews.md

@@ -1,241 +0,0 @@
-# Interview with Erika
-
-Tough admin, used enablement and creativity to make it work
-Created multiple workspaces for the users for that account
-Client's issue was didn't want to manage multiple accounts, had no bandwidth
-Used teaching to help the customer
-
-Needier customers were district contracts
-Gave her her phone number to client who wanted instant communication
-Setup regular checkins with these accounts 
-More frequent communication for larger clients 
-Tiered system, small team and each person handled almost 700 accounts
-Just taking the time explain
-
-Being an AM was her most enjoyable, creative time
-Tight knit group
-Constant communication 
-
-Project Question:
-Go to learning library, resources first
-See what's available first
-Try to connect with client and asking more questions 
-Align with them, is there a temporary fix
-Check in with peers and see if anyone else has faced this issue before
-Is there a bridge to solve this temporarily 
-Being honest and aligning with the customer 
-Offer to pushback 
-
-Catalyst for CS with client
-
-
-# Interview with Matt
-
-
-Works at Proliant
-The software "leaves a lot to be desired"
-Doesn't have good developers and it goes offline a few hours each day
-Service is really good, reps are good
-But they are always defending product
-Developers always leave after 3 months, high turn over
-All payroll companies have a lot of turn over
-UI/UX isn't great either 
-
-Strong relationship with director
-
-If Clients are pissed, how do you respond?
-Answers with a smile and never talks bad about the product or developers
-Takes on risk with approvals and 2-day turn around time 
-
-Says "I'm going to send you an email by 2pm"
-
-Has an answer to everything, speaks confidently
-
-
-Account manager @ ADP/Viventium - Dedicated for the contract length
-Implementation Specialist - just during implementaiton 
-
-He would try to get someone's attention on skype or zoom to see if someone is online
-He would apologize to client and say its after hours 
-Would see what he could do - review implementation guide (500 pages)
-Support Docs
-Said his current job is he has to figure it out himself
-He can't contact his manager for every small request
-Says he is self sufficient
-After that would contact Service Support Specialist, or his manager 
-"It's all about giving the client something to make some space"
-
-## Questions for me?
-One question - what would I say is the biggest challenge? - Punching above our weight class
-
-# Interview with Egypt
-
-Meeting at 4:30pm on 7/12/2022
-Showed up on time
-Opened with "I love that you have a sense of humor" and aligned
-Brought up her mother who taught her how to be better and help more people
-Ambitious, so went for the best hospital in NJ
-Was in control of success or failure of nurse candidates
-"It all comes down to the patient experience"
-Job was to make sure nothing fell through the cracks for the patients
-
-Now works in corporate and has a steady in-office job
-
-Accountability is so important, would apologize for the issue
-Ask if they have submitted tickets, if anything has already been done
-Actionable goals for the client 
-Fall back on the team
-** Needs some training on self-resources, google **
-Would troubleshoot in the manual
-Check scope of practice 
-
-Was thinking about going to law school
-She loves helping, which is why she went to healthcare
-Thinks she is a great facilitator and thrives in the background
-Found her niche in healthcare
-Good at communicating
-
-Wants more control of the customer experience
-
-## Questions for Me 
-
-Wants to know about the software - what tiers do we have available?
-What sorts of fires do we put out?
-How many clients do you manage?
-How have you or what have you learned is the best approach for when a client comes up for renewal?
-Curious to know about work life balance - am I satisfied?
-Looking back at the time on Northpass, what would have I told new hire me?
-
-# Anthony DeSena
-* Interview Phone Screen on 8/24/22 at 3:30 pm
-* Part time Real Estate, Rutgers 2019
-* BDM functions 
-* Team layoff, old manager brought him to Eden
-* Client Propspecting at Eden
-* Really liked relationship maintence, retention
-* AEE at Eden, going after new accounts or expansion accounts
-* Introducing Agreement and then helping be successful
-* Recently 40% of the company was laid off, everyone except him
-* Eden is going after a new business model
-
-Metrics:
-* Quote as Senior BDR - scaled off meetings set and meetings completed
-* Self-prospecting and pulling in business 
-* 12 meetings completed, 16 set
-
-Has been wanting to move towards a CS role for the past year. 
-Feels strongest skills are interpersonal skills and having a knack for working with people. 
-Didn't like cut throat and numbers oriented aspects sales 
-
-Clients were surprised when he reached out as they expected the broker and/or BCBS would reach out. Apprehensive clients didn't trust him at first. 
-This all sounds a lot more like Cold Calling
-
-Active listener, delievered on clients needs instead of barging through
-
-Eden is direct to employer concierge provider, 24/7 virtual platform
-Knowleldge of services
-
-Has been completely remote 
-Remote is perferrable, except for the right opportunity
-"Not a deal breaker for the right opportunity"
-Making calls all day in an office "just sucked"
-
-# Tyler Delao
-* Interview Phone Screen 8/25/2022 at 12:30pm
-* Born and Raised in Syracuse
-* Marketing Coordinator at Keller Williams, 12 agents, helping with agents branding
-* Only Marketing Employee
-* Social Chair on Campus
-* Managed a budget
-* Sales Associate at Michael's Kohrs
-* Wants to be prepared for his work, wants clear kpis and metrics
-* General atmosphere
-* 
-
-# Kallan Smith
-* Overview 
-    * Enterprise
-    * > $85k
-    * 21 Customers
-    * Discovery Call, Migrations and Configuration
-    * Contract Lifecycle Management system
-    * Custom dashboards and analytics
-    * Authentication SSO
-    * Roll into Onboarding phase - his favorite part 
-    * Steep Learning Curve
-    * Procurement and IT groups are next departs that need an account
-    * Has worked with his customers for 2 year +
-    * Lots of platform versions - supporting 5 versions
-    * Moving everyone to their Cloud Version
-* When he first started:
-    * Was in charge of automating communications
-    * NPS Surveys, Survey Monkey
-    * Automating Salesforce
-    * Improving knowledge transfer
-    * Renewal and New Feature Communications
-    * Intercom
-* What are you looking for?
-    * Moving away from Legal Tech
-    * Innovative Product 
-    * Spends a lot of time solving tickets
-    * Wants to be more proactive
-
-* Work Setup
-    * Office in NYC closed a few years ago
-    * WeWork that he goes to every other week
-    * If CCO is in town, he'll go in, if London team
-    * Is okay with in office
-
-* Timeline
-    * Third round with another few companies
-    * Needs 2 weeks notice
-    * Move in September
-
-* CS Team is the Support Team
-* Team has tripled in size, 12 total now
-* 2nd in US
-* Wants to be as responsive as possible
-* Lets them know and tries to jump on calls ASAP
-* Ask a few extra questions
-* Likes to Document as much as possible
-* If he can't figure out a quick workaround, will give a timeline and offer a down the road solution
-* Open lines of communication
-
-* What does he want to get better at?
-    * Sharper at coding
-    * 
-
-Favorite Projects:
-    * Getting Integrations setup
-    * Likes using API
-    * Did the first salesforce integration
-    * He is basically a DocuSign employee
-    * Did a lot of Javascript, HTML, CSS with EdEx Studio
-    * Inspect Element
-
-# Brittany Marques
-* Biggest standouts were how our website talks about employees & clients
-* Works with "Enterprise" clients. But this could be mom and pop shops (5-10 locations) and some businesses with 100s of locations (MassageEnvy, EuropeanWaxCenter).
-* Works more in onboarding/implementation than anything else
-* Is looking for a "new home" and doesn't like to jump around
-* Wants to do full-cycle, not just onboarding
-* Wants to see what their clients do in the future and work with them over a longer period of time. 
-* Current job doesn't have a CSM role, it is just Onboarding to Support. 
-* What has kept her there for 7 years?
-    * Has felt the limit of her grown which is why she is looking somewhere else
-    * Leadership cleared house
-    * Are fully remote, company sold the business
-    * Wants to be fully in person
-* How to find information you don't know
-    * Would research documentation
-    * Research Hubspot and or Slack for similar situations
-    * Look in Ticketing Software
-    * Would get on the phone and call the client
-    * Explain what is happening and say that she doesn't have the tools and will get back to them in the morning. 
-    * If the client isn't happy, letting them vent and talk it out
-    * Something listening is the best thing you can do
-* Bigger Life Goal? Trying to get PMP certified. Prepping for test. 
-* Went to school for Criminal Justice - Wanted to be FBI
-* At EWC learned the software that she is working for now. 
-* Fell in love with working with clients
-* MSI remote install of software - takes 3-4 hours

CustomerNotes/ChurnZero.md

@@ -8,9 +8,3 @@ Concerned with theming and liquid templates.
 Total customers with completed: ~31,000
 Total active: 259 active students
 Monthly: 750-800
-
-## 05/24/2023
-
-### Meeting with Peter
-
-

CustomerNotes/Crayon.md

@@ -1,5 +1,9 @@
 # Crayon
 
+## 10/01/2022
+
+### New Items
+
 As of tonight
     Crayon.co/Academy will no longer have a form
 Crayon.co/Academy/Activator-Course - Form to course url
@@ -23,7 +27,7 @@ Conor off this Friday
 
 November Launch of Last Course - Conor's goal
 
-## Meeting with Will regarding Data flow
+### Meeting with Will regarding Data flow
 
 Everything flows into Hubspot
 But not really into Salesforce

CustomerNotes/Dept.md

@@ -1,4 +1,7 @@
 # Dept Agency
+
+## 09/15/2022
+
 Thought Iorad was included, not an additional cost
 More than one person interpreted as included
 
@@ -9,7 +12,7 @@ Iorad was a decision factor
 
 They need it for at least this year
 
-## Unknown Notes
+### Unknown Notes
 
 Pilot Courses: we are working on multiple pilots for training courses on a broad spectrum of topics. As an example, we've started building out a 'PowerBI & Data Insights Introductory course' in our Northpass environment already
 
@@ -21,18 +24,21 @@ Learning paths and programs to support knowledge journeys, including New Hire On
 
 Opportunity to host content & events for Employee Resource Communities; to have a shared space for learning and collaborating.
 
-## 500 Errors
+### 500 Errors
-From Taylor: The most recent 500 error in the getting started was August 17th at 2pm
-* [ ] Look up DataDog logs for Talkspace
-* [ ] Use flashing continue button in the 1099 Getting Started Courses
-    * [ ] Color: FlashSpeed: Course: 
 
-## Onboarding with BambooHR
+From Taylor: The most recent 500 error in the getting started was August 17th at 2pm
-- Location is a filter in BBHR
+
-- Region is custom but not directly filterable, can pull analytics but can't filter 
+* [X] Look up DataDog logs for Talkspace
-- US employees have state-specific courses 
+* [X] Use flashing continue button in the 1099 Getting Started Courses
-- Based on location tag in everfi system 
+  * [X] Color: FlashSpeed: Course:
+
+### Onboarding with BambooHR
+* Location is a filter in BBHR
+* Region is custom but not directly filterable, can pull analytics but can't filter
+* US employees have state-specific courses
+* Based on location tag in everfi system
 -
+
 Global > Dept > regional > role
 
 Location based Onboarding
@@ -40,7 +46,8 @@ Role/Dept based Onboarding
 
 They have a mock up of their design for the page (Figma Mock up)
 
-## Original Agenda for Account
+### Original Agenda for Account
+
 * Events: workshops or presentations with a live audience (in two forms: with limited and unlimited seating)
 * Recordings: recorded videos from previous workshops or presentations that can be viewed at any moment
 Compliance: mandatory courses on topics like Data Security or Workplace Inclusivity through our provider Everfi. Regarding their output, I was able to find on their help-centre that they use SCORM 1.2 & SCORM 2004 (3rd edition).
@@ -49,19 +56,21 @@ Compliance: mandatory courses on topics like Data Security or Workplace Inclusiv
 * Onboarding: this learning path for new employees would be a combination of all of the elements above. New starters would walk through several courses on e.g. our Code of Conduct, watch recorded videos introducing them to several worklife aspects & sign-up for live workshops with other new starters
 * Learning paths and programs to support knowledge journeys, including New Hire Onboarding, New Agency Onboarding, New Leader Development, etc.
 * Opportunity to host content & events for Employee Resource Communities; to have a shared space for learning and collaborating.
-    * ERC Custom Page with categories for each department
+  * ERC Custom Page with categories for each department
-    * Sub pages of custom pages?
+  * Sub pages of custom pages?
 * Using ILTs dummy pre launch
 
 ## 10/13/2022
+
 * Adding people to Google event via Workato
-* Bas to create a fake google account (events@deptagency.com)
+* Bas to create a fake google account (<events@deptagency.com>)
 * Password is shared to Patrycja, she authenticates in Workato
 * Northpass will then auto create the events and add people
 * Accounts are "dedicated" and tied to his personal accounts
 * If there is no event in Google, but it exists in Northpass, Workato will create the event. Amazing enhancement.
 
 ### Updates for getting to launch
+
 * Bas is getting the ok for a pilot and to launch!
 * A specific country - Netherlands, 800 employees, the biggest - is willing to be the first to publish and work with a launch
 * Setting goals & resources
@@ -74,6 +83,7 @@ Compliance: mandatory courses on topics like Data Security or Workplace Inclusiv
 * No need to push people along, so we just need to wait on Netherlands HR.
 
 ## 10/25/2022
+
 * Bas leaving Dept
 * Last day is November 11th
 * Bas to intro Copita and other new PMs for this project.
@@ -85,6 +95,6 @@ Compliance: mandatory courses on topics like Data Security or Workplace Inclusiv
 * [ ] Norm to reach out to certain people to make our name known around the org. Bas may help us to make intros.
 * Treat Dept like a teenager.
 * Last two things Bas wants us to keep in mind:
-    * He has full access to the email & password for the Google Calendar integration. He is waiting on a confirmation from IT before handing it over. 
+  * He has full access to the email & password for the Google Calendar integration. He is waiting on a confirmation from IT before handing it over.
-    * How and when to roll Northpass out for smaller projects. How to treat access for managers and admins? 
+  * How and when to roll Northpass out for smaller projects. How to treat access for managers and admins?
-* Meeting for next week: can we move to 11am to accomodate Kopita, who is PST. 
+* Meeting for next week: can we move to 11am to accommodate Kopita, who is PST.

CustomerNotes/Doordash.md

@@ -1,5 +1,9 @@
+# DoorDash
+
 ## 11/14/2022
+
 ### Notes from Travis Meeting
+
 * Jonathan Coath, Dan R, Shawn master
 * Main goal is to brainstorm.
 * As DD goes into Annual Planning, they try to document the entire dasher flow as a one-source-of-truth document.
@@ -7,11 +11,11 @@
 * They will show us the entire flow and then go screen by screen, analyzing each portion.
 *Structure of signup flow*
 * App submit:
-    * Give their name & password plus info
+  * Give their name & password plus info
-    * Choose vehicle transport 
+  * Choose vehicle transport
-    * Confirm ID
+  * Confirm ID
-    * Background check 
+  * Background check
-    * Final step: active and can dash, they consume education
+  * Final step: active and can dash, they consume education
 * Open to any feedback, even if a "page is weird" or has strange formatting.
 * Dasher.doordash.com/en-us is the landing page to get them to dash.
 * Any education resources along the app submit process?

CustomerNotes/DoubleVerify.md

@@ -1,12 +1,16 @@
 # DoubleVerify
 
+## 07/01/2022
+
+### Data requests
+
 - google sheets formula to add True/False to a cell if previous cell has a DV email or not - =IF(REGEXMATCH(B4, "@doubleverify"), True, False)
 - Request from Rachel for Custom Report via Looker
 ·       Date Range: Last 30 Days
-·       Learner Name
+    ·       Learner Name
 ·       Learner Email (please exclude anyone with an @doubleverify.com email address – looking for non-DV team members only)
-·       Course Progress
+    ·       Course Progress
-·       Course Name
+    ·       Course Name
 
 ## 7/14/2022
 
@@ -139,4 +143,5 @@ DONE: Ask Charlie for Course CSV (Just like Walmart) - Do it for BOTH academies,
 ## 03/02/2023
 
 ### Data Extract Inquiry
+
 DONE: Can we export all quiz data - questions and answers?

CustomerNotes/DouglasElliman.md

@@ -1,5 +1,9 @@
 # Douglas Elliman
 
+## 08/15/2022
+
+### Odds and Ends
+
 Current Issues:
     * Videos would stop
     * Lots of people stuck at 17-18%
@@ -11,6 +15,8 @@ Current Issues:
 
 ## 9/27/2022
 
+### Analytics Questions & Completions
+
 * How many people are retaking courses?
 * Back in 2021, she hadn't completed mandatory courses
 * Left and came back, but had restricted access
@@ -27,6 +33,8 @@ Current Issues:
 
 ## 10/18/2022
 
+### Comms
+
 * Spent her PTO in Ireland. It was her 4th trip there and has ancestry for Ireland. Her mom has dual-citizenship.
 * Received an update regarding inacitivity nudge bug and that everything is working now.
 * She wants to setup specific inacitivity nudges for specific courses.
@@ -38,6 +46,8 @@ Current Issues:
 
 ## 11/29/2022
 
+### Incorrect Reporting
+
 Reports are not showing what she needs. Reuben Riviera says as not completed, but did complete it on Oct 4th.
 She wants to setup meeting today before 3pm, with Jeff. 1pm.
 She is trying to see everyone who hasn't completed the Cybersecurity Course so she can restrict their access.

CustomerNotes/Flink.md

@@ -1,6 +1,6 @@
 # Flink
 
-## Old Notes without Dates
+## 06/15/2022
 
 ### Tasks(old)
 
@@ -403,3 +403,4 @@ Main goal is to boost conversion but they have some limiting factors. They need
 stable experience.
 
 Timeline: the sooner the better. Everything *should* be ready before end of March.
+

CustomerNotes/G2.md

@@ -54,6 +54,8 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
 
 ## 10/03/2022
 
+### Design Changes
+
 * Make lessons on cards clickable - should enter course overview page.
 * [ ] CTA button on overview page - back to courses?
   * On homepage too: add sub navigation - home, dashboard, catalog
@@ -75,6 +77,8 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
 
 ## 10/02/2022
 
+### Best Practices
+
 * Wants to hear best practices on:
   * AppCues Cadence
   * Best time to share courses in product
@@ -94,6 +98,8 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
 
 ## 10/17/2022
 
+### Additional Reports
+
 * Erin needs reports by tomorrow 10/18
 * Wants to see:
   * Who has finished a course

CustomerNotes/H1.md

@@ -1,5 +1,9 @@
 # H1
 
+## 08/01/2022
+
+### General Check in & ongoing issues
+
 - Open Access might solve some of their issues
 - Reconsidering their relationship with Okta
   - Okta tripled their cost and doubled the per person cost
@@ -40,7 +44,7 @@ Data that's important:
 - Are ppl using a specific search more than others
 - Favorite trick - ask for time on a team meeting
 - Aggregate Support Article metrics
-- Divide stakeholder relatinoships -
+- Divide stakeholder relationships -
   - Tech team
   - Neuro team
 - Imp owns Tech relationship

CustomerNotes/HackerRank.md

@@ -30,6 +30,8 @@
 
 ## 11/15/2022
 
+### Jeremiah's Concerns with Internal Academy
+
 They haven't debuted the academy as a point of leverage for their customers
 Jeremiah has had to shut down conversations with customers because of this reporting.
 He can't even report on his own employees

CustomerNotes/HappyCulture.md

@@ -1,5 +1,9 @@
+# Happy Culture
+
 ## 11/4/2022
+
 ### Conversation with Justine regarding Contract
+
 * They are heavily funded by the Canandian Government
 * FY is April - March
 * Gov't was very forgiving during the pandemic
@@ -11,14 +15,13 @@
 * They need to prove to clients that within a year, they will reach their ROI for the training
 
 * What's covered and what isn't by the Government:
-    * 20 people in training
+  * 20 people in training
-    * HC charges 12 hours of online training, for example
+  * HC charges 12 hours of online training, for example
-    * The only way that is covered if the 20 people are together, watching together, providing feedback to each other. 
+  * The only way that is covered if the 20 people are together, watching together, providing feedback to each other.
-    * But that 12 hour could only be charged once. So it would have to be a 12 hour sitting. 
+  * But that 12 hour could only be charged once. So it would have to be a 12 hour sitting.
-    * Then each 20 would have to book with the instructors for 1:1 coaching 
+  * Then each 20 would have to book with the instructors for 1:1 coaching
-    * That would be a ton of hours per employee, a huge sunk cost
+  * That would be a ton of hours per employee, a huge sunk cost
 
 * How are they going to change their business model?
-    * 2k per head, minimum 10 people clients
+  * 2k per head, minimum 10 people clients
-    * Break that 2k into small chunks and charge x * 10 or *20 depending on the number of people
+  * Break that 2k into small chunks and charge x *10 or*20 depending on the number of people
-

CustomerNotes/HelloInsight.md

@@ -1,10 +1,12 @@
 # Hello Insight
 
+## 7/12/22
+
+### Kick off Call Notes
+
 Paula is main POC
 "Fastest purchase of a new platform"
 
-## 7/12/22 
-### Kick off Call Notes 
 - Paula: admin, poc, content and structure of groups. main admin
 - Tim: Product, overall strategy, creating space for Andres (Designer)
 - Andres: Product Designer, UI and design, aligns with brand guidelines, working without engineering team
@@ -55,7 +57,9 @@ Share some examples
 Include Andres with any Paula conversation
 
 ## 07/18/2022
+
 ### Content Creation
+
 - For today, how we need to think about how our sight looks and feels
 - Suggestions and best practices
 - Design should be full embed - the entire site into their app
@@ -69,12 +73,14 @@ Questions from Andres:
     - Trying to incentivize the users engagement in the learning center
     - Ideally show "another person completed this course" - can we pull from a table of names?
     - Mapping the content in the experience? Similar to Skuid Experience
+
 - [X] Send webSDKs, embed, webhook, and documentation
 
 ### Content And Creation
-* [ ] They want a recommendation engine 
+
-* [ ] Search bar is important to show first  
+- [ ] They want a recommendation engine
-* [ ] They want a saving mechanism - under your courses, there would be a "saved" option 
+- [ ] Search bar is important to show first
+- [ ] They want a saving mechanism - under your courses, there would be a "saved" option
 
 After onboarding experience, they will likely not enroll everyone into course. So enrolled would be the same as saved
 They also want "time left" in the page (not really possible)
@@ -90,7 +96,9 @@ Availability (Blocked, Active, Full/Invisible) should also be part of the course
 Pre-Requisites
 
 ## 8/22/22
+
 ### Content with Paula and Andres
+
     - Andres knows where everything will be embedded in the marketing sight
     - He presented a medium type prototype
     - Featured courses: want to show a current, last enrolled current
@@ -100,6 +108,7 @@ Pre-Requisites
     - They want to show how much time is left - can we change it to percentage?
 
 ### Tim/Austin & Authentication Meeting
+
     * Everything will be delayed by a week.
     * Notion [Link](https://hello-insight.notion.site/NP-Proof-of-Concept-2357d6a1378a4dcdbe9bf77d95e73e6c) for proof of concept.
     * AAs & PAs are different users they have
@@ -108,20 +117,22 @@ Pre-Requisites
     * MAIN: Users should not be seeing any default Northpass pages (login, enrollment emails, etc)
 
 ## 09/13/2022
-* Hours Estimates 
-    * They want estimates of how long eerything will take to build it all for the MVP
-    * Then we will decide how everything should be split up 
-    * They don't want to burn through all 48 hours. 
-    * API work will also take some hours 
-    * Font Awesome icons via property to update on their own 
 
-    * HOURS NEEDED:
+- Hours Estimates
-        * Templates Design: 6 hours
+  - They want estimates of how long eerything will take to build it all for the MVP
-            * Properties & Logic (ie. static completions): 3 hours
+  - Then we will decide how everything should be split up
-        * LX Design: 8 with quiz styling 
+  - They don't want to burn through all 48 hours.
-        * LX Quiz:HARD NO SAYS KAITLYN TBD 
+  - API work will also take some hours
+  - Font Awesome icons via property to update on their own
+
+  - HOURS NEEDED:
+    - Templates Design: 6 hours
+      - Properties & Logic (ie. static completions): 3 hours
+    - LX Design: 8 with quiz styling
+    - LX Quiz:HARD NO SAYS KAITLYN TBD
 
 ### NP Proof of Concept
+
 As a software engineer, I want to implement a proof of concept integration of Northpass, so that I can better understand the effort level required to build the basic functionality necessary for Q1 2022/23 as well as test some functionality that will be implemented in Q2 and beyond.
 
 **[Prototype](https://www.figma.com/proto/TuxFyrXNmk7NnNy1SuWAJ0/LMS?page-id=113%3A859&node-id=158%3A3801&viewport=708%2C281%2C0.25&scaling=min-zoom)**
@@ -137,26 +148,32 @@ As a software engineer, I want to implement a proof of concept integration of No
 - NP components should be embeddable in other parts of Hello Insight, and users’ interaction with those components should be traced in NP and counted towards course completion as necessary.
 
 ## 09/21/2022
+
 ### Design Showcase Meeting 1
-* Their site is not mobile friendly 
+
-* No need to do mobile view code for the time being 
+- Their site is not mobile friendly
-* HI app is usable down to a portrait or landscape size 
+- No need to do mobile view code for the time being
-* Question about QA
+- HI app is usable down to a portrait or landscape size
-    * What system or process do we use for QA?
+- Question about QA
-    * We will use Notion via HI to get feedback during QA process 
+  - What system or process do we use for QA?
-* They will need a script to create each person who is in the HI app?
+  - We will use Notion via HI to get feedback during QA process
-    * No, we will let them create themselves so we have accurate representation of who is clicking on the academy on their own 
+- They will need a script to create each person who is in the HI app?
-* Austin has considerations:
+  - No, we will let them create themselves so we have accurate representation of who is clicking on the academy on their own
-    * Featured Courses & Learning Paths - Ask Paula and Andres 
+- Austin has considerations:
-        * In the future, featured courses will depend on data from the HI app 
+  - Featured Courses & Learning Paths - Ask Paula and Andres
-    * Is not mobile optimized just yet (no problem) 
+    - In the future, featured courses will depend on data from the HI app
-* Tim - consideration about next quarter
+  - Is not mobile optimized just yet (no problem)
-    * Does it make sense that when a user is logging in to HI, they click Academy, will it remember progress and users name? Yes. 
+- Tim - consideration about next quarter
-    * 
+  - Does it make sense that when a user is logging in to HI, they click Academy, will it remember progress and users name? Yes.
+  *
 
 ### NEW Launch
+
     * September 28th - Full Launch w/ Campaign
 
 ## 10/11/2022
-* How do others use company for marketing funnel? 
+
-* Expect a discussion in a month that talks about how to create users from HI, api calls, limited delays. etc. 
+### Marketing Discussion
+
+- How do others use company for marketing funnel?
+- Expect a discussion in a month that talks about how to create users from HI, api calls, limited delays. etc.

CustomerNotes/Humly.md

@@ -32,6 +32,8 @@ Status is they are mapping out and deciding what Northpass involvment should be
 
 ## 10/05/2022
 
+### Candidate Flow
+
 * Candidate should go into app and complete training and courses in NP
 * How to setup rules? Where?
 * Linda understood this was done in Hubspot
@@ -79,7 +81,7 @@ Status is they are mapping out and deciding what Northpass involvment should be
 
 * They are not sure about the Miro graphic
 
-# Feature Requests
+### Feature Requests
 
 |**Request**|**Date** | **Product/PM** |
 |---------|------|------------|

CustomerNotes/JJSV.md

@@ -1,6 +1,8 @@
 # JJSV
 
-## Todos
+## 06/18/2022
+
+### Todos
 
 - [X] Channel Cards should say 33% viewed not complete
 - [X] Add timing to activity titles (Melinda)
@@ -14,12 +16,12 @@
 - [X] Remove Zero_course function/codeblock
 - [X] Add copy and all contents to footer
 - [X] Check on viva code for legal
-- [X] Grey scale certain pictures that are not availble to non-logged in users
+- [X] Grey scale certain pictures that are not available to non-logged in users
 - [X] Add privacy links to reg page
-- [X] For non-logged in, Events and My Topics should not be availble
+- [X] For non-logged in, Events and My Topics should not be available
 - [X] Melinda to provide links to privacy policy, cookie, etc
 - [X] Name, Email, Company Practice Name, City, State, Country, Role Section, ADDITIONAL: Specialty,
-- [X] Ask Marek about newsletter communiciations and if we can segment by certain groups or people
+- [X] Ask Marek about newsletter communications and if we can segment by certain groups or people
 - [X] See if we can expand the number of Properties
 - [X] State, Region, City, are all needed Properties
 - [X] If we need to back off on card content properties (course properties, such as time)
@@ -55,7 +57,9 @@ Customer base: residents, fellows, surgeons, optometrists, ophthalmologists
 Chapter Content
 Registrations will be a link that Melinda will manager
 
-### 7/18/2022
+## 7/18/2022
+
+### Implementation Roles
 
 Role is what will decide what content they have more than region or location
 Content is by role
@@ -76,6 +80,8 @@ This is ONLY for the US
 
 ## 10/03/2022
 
+### Recent Tasks
+
 - [X] CREATE a storyboard PPT of the UX of the academy
 - [X] Remove all links along the top of the footer
 - [X] Cookie/Legal should link to Northpass' Policy
@@ -86,6 +92,8 @@ This is ONLY for the US
 
 ## 10/10/2022
 
+### Design Changes
+
 - [X] Footer - make red text NOT red
 - [X] Grey Footer, change 2021 to 2022
 - [X] Have Kaitlyn rearrange the tiles on the main page
@@ -121,6 +129,8 @@ This is ONLY for the US
 
 ## 10/24/2022
 
+### IT Discussion
+
 - Tigue and one of his bosses/co-workers, Sanjiv Kochar, Under Opti799 Comms (Contractor)
   - is "hammering" Melinda about dropping Northpass and using Vision Pro.
 - Vision Pro sucks (according to Melinda)

CustomerNotes/KeystoneRV.md

@@ -22,11 +22,11 @@
   * It won't be as large. Internal training. Maybe some external training.
 
 *Notes:*
-    * They use Mambo as their analytics aggregator
+    *They use Mambo as their analytics aggregator
     * Just launched a Dearler Mgmt View
-    * Their dealers/clients get sales points for completing sales and then they can redeem swag for points.
+    *Their dealers/clients get sales points for completing sales and then they can redeem swag for points.
     * Something about multiple tokens. Has to do with UUID in their own system and APIs. She didn't explain more, just that it was an "issue".
-    * What is the token? It follows the user.
+    *What is the token? It follows the user.
     * Middleware - zaneray or mambo might create the token
 
 ## 04/25/2023
@@ -37,4 +37,3 @@ What is key for the additional registration page is:
 
 * What dealer they are part of - General RV of Okala, FL
 * City & State
-*

CustomerNotes/Mark43.md

@@ -1,5 +1,9 @@
 # Mark43
 
+## 07/01/2022
+
+### Technical Access & Issues
+
 We need Northapss to be able to parse the group id information in the JWT
 
 "We want Northpass to be able to support parsing a custom claim containing the Northpass group ID from the JWT used in SSO-based authentication. Mark43 (perhaps the TSE team) would be responsible for ensuring that new & existing SSO identity provider configurations (e.g., Azure AD) contain a custom property with the appropriate Northpass group ID for that customer."
@@ -15,23 +19,25 @@ If we used token-based authentication, how do we keep out competitors?
 What happens with empty values (no identity provider) users and token based auth?
 If non-value users are allowed in, how do we keep out competitors?
 
- * OAuth 2.0 would work best for passing groups and IDs
+* OAuth 2.0 would work best for passing groups and IDs
- * We built out an Okta integration, it uses our default SAML
+* We built out an Okta integration, it uses our default SAML
- * Okta provides group provisioning 
+* Okta provides group provisioning
- * Generically availble with anyone who uses OAuth 2.0
+* Generically availble with anyone who uses OAuth 2.0
- * For non-external IPs, there needs to be a single identity provider, such as Mark43 
+* For non-external IPs, there needs to be a single identity provider, such as Mark43
- * Charlie Question: Is there a centralized place where all the information lives? With minor dev resources, we could set up API calls to constantly update their Northpass people and accounts 
+* Charlie Question: Is there a centralized place where all the information lives? With minor dev resources, we could set up API calls to constantly update their Northpass people and accounts
- * Whenever something is changed in their system, auto updated (i.e. someone changes departments)
+* Whenever something is changed in their system, auto updated (i.e. someone changes departments)
 
-##  7/26/22 
+## 7/26/22
+
+### Meeting with Brian re: SSO
 
-Meeting with Brian re: SSO
 They have a lot of clients without SSO
 They are not an IDP, but are a service provider
 
 Non SSO users do a bulk upload into the Mark43 application which allows the user to sign in with an email/password and then sends them their 2FA code.
 
 In their ideal world, how would Mark43 like to access Northpass?
+
 * Ideally, non-SSO customers will have a username and account without Mark43 having to manage the users.
 * Accounts are then managed by their users in their application (sounds like customer application)
 * There would need to be a second instance for non-SSO users.
@@ -54,10 +60,10 @@ Partner instance and SSO expectations
 * [X] Provide Brian with Documentation on what's possible with SSO and what's required of them
 * [X] Let Brian know if we integrate with B2C - Charlie replied saying we haven't had issues integrating with Azure or any Microsoft product
 
-
 ## 9/23/2022
 
-* Meeting with Michelle, Larry (CISO), Ryan (Senior Dev)
+### Meeting with Michelle, Larry (CISO), Ryan (Senior Dev)
+
 * They are moving to Azure
 * Ryan to look into congregating users into Azure using OpenID Connect
 * Norm to set up Sandbox for Ryan

CustomerNotes/Nana.md

@@ -1,13 +1,14 @@
-# Meetings
+# Nana
-
 
 ## 10/04/2022
+
+### Takeover from Travis
+
 * Clone Courses from Nana Fountain Academy into Nana Academy
-    * Nana Support Resources
+  * Nana Support Resources
-    * Expectations for using Nana
+  * Expectations for using Nana
-    * Using Nana on Tutorials and Walkthroughs
+  * Using Nana on Tutorials and Walkthroughs
 * Setting up onboarding flow. Aaron's question is:
-    * If he sets up a group with 4 courses, can Fountain provision the group?
+  * If he sets up a group with 4 courses, can Fountain provision the group?
 * Copy over styling from Nana to Nana Fountain
 * Change Font too. Make sure everything matches
-

CustomerNotes/Netradyne.md

@@ -1,6 +1,9 @@
+# Netradyne
 
 ## 11/17/2022
+
 ### Enterprise Meeting
+
 * Danny owns SE, Sales Enablment, Marketing, etc
 * Abha works with documentation, Academy, etc
 * Abha is the one that advocated and got Northpass signed

CustomerNotes/Omnisend.md

@@ -1,13 +1,15 @@
 # Omnisend
 
-## Tasks
+## 10/15/2022
+
+### Tasks
 
 [X] Wistia Project, what access do they have?
 [X] Share button with /app/course within course viewer bright green 52 front
 [X] Expert led categories url not working
 [X] Change Enroll in Course to Watch Video
 
-## Notes
+### Notes
 
 Can they embed a video from the Wistia Project video into Omnisend's product?
 

CustomerNotes/PDF_Butler.md

@@ -1,6 +1,9 @@
-# Meetings
+# PDFButler
 
 ## 9/30/2022
+
+### Sales Demo
+
 * Salesforce ISV - Top 35, Crest Level
 * Document Electronic Signatures
 * All clients and partners are Salesforce SIs
@@ -9,9 +12,9 @@
 * 1/3 in Sales/CS/Support
 * 2/3 are backend and developers
 * Reason for reaching out:
-    * They have an "academy" which is really just a knowledge base
+  * They have an "academy" which is really just a knowledge base
-    * Need to help partners and clients 
+  * Need to help partners and clients
-    * Mostly for implementation, but want to expand into teaching people to resell 
+  * Mostly for implementation, but want to expand into teaching people to resell
 * Knows the toughest part is creating content
 * Reselling PDF Butler - they don't implement at all
 * They sell direct to enterprise and then connect SI
@@ -23,7 +26,7 @@
 * Leadership wants to protect some of the IP in knowledge base
 * 3 levels of course - Novice, Intermediate, Advanced
 * How to sell PDF Butler - Referrers and Resellers
-    * Direct KPI and correlation to course completion and resell revenue 
+  * Direct KPI and correlation to course completion and resell revenue
 * Internal Training as time goes on
 * Auth structure - invite intentionally
 * They have created a metric for segmenting partners - employees and revenue
@@ -33,6 +36,9 @@
 *
 
 ## 10/7/2022
+
+### Ongoing Questions
+
 * Is it truly unlimited users?
 * Can they enable salesforce integration during trial? Yes
 * How to ensure that the images fit in the course boxes? Make sure the ratio and size is correct.

CustomerNotes/Papa.md

@@ -2,6 +2,8 @@
 
 ## 8/30/2022
 
+### Implementation
+
 * Issues that may happen:
   * ADP is the brain - Integration
   * Transferring from LMS
@@ -37,6 +39,8 @@ Okta SSO - Ted, Security Team
 
 ## 10/03/2022
 
+### Training & Labor
+
 * Rebecca has been in Northpass a lot as the main creator
 * Needs some clarity on items
 * Not using the platform in an ideal manner

CustomerNotes/Pipedrive.md

@@ -176,7 +176,6 @@ User Profiles:
 
 * When you click users, they want something available to users. Wants to know the best way to setup.
 * Kaisa to send what she would like on this page.
-[](2023-04-04_.md)
 Design:
 
 * Can we change some elements in the non-Pipedrive academy? They would need more CTAs etc.
@@ -190,6 +189,8 @@ Start up weekly meetings with Kaisa for 10am on Tuesday
 
 ## 03/28/2023
 
+### Customer Emailing Platform
+
 GetVero is the customer emailing platform they currently use. They wanted to do it via Segment.
 Custom email domain needs to be setup first. Waiting on Kaisa to "get through security"
 
@@ -223,6 +224,8 @@ to app/courses, we will redirect him to sign_in page with 301. The browser will
 
 ## 05/16/2023
 
+### Search Results Issues
+
 Search results - can't click enough Northpass
 Only the title can be clicked when search results are returned. We need to be able to click the icon or description as well Not a problem - will get this started ASAP
 
@@ -230,6 +233,8 @@ DONE: Directly ask Chloe about the technical complications.
 
 ## 06/13/2023
 
+### Tasks
+
 DONE: Push lang changes from Internal Sandbox to Main sandbox for James' testing.
 
 ## 07/14/2023

CustomerNotes/PsychiatryUK.md

@@ -1,12 +0,0 @@
-# Notes
-
-
-
-
-
-
-
-
-
-
-# Todo 

CustomerNotes/Quantuvos.md

@@ -1,14 +1,15 @@
 # Quantuvos
 
-## Main People
+## 8/22/2022
 
-    - Asia (Joanna)
+### Main People
-    - Chris Burns
-    - Technical - Chris Campbell & Developer
-    - Content/Admin - Asia Jarosz
-    - Design - Chris' team
 
-### 8/22/2022
+- Asia (Joanna)
+  - Chris Burns
+  - Technical - Chris Campbell & Developer
+  - Content/Admin - Asia Jarosz
+  - Design - Chris' team
+  -
 
 Chris Burns is a fractional CEO and will be leaving Quantuvos at the end of the month
 Folks are sick (Lukemia) in NJ and he can't manage both
@@ -16,27 +17,27 @@ Launching quickly is not realistic, moved back to November
 
 *Financial Situation:*
 
-* Certain old accounts recievable and not paying
+- Certain old accounts recievable and not paying
-* Don't have cash to pay the bill right now for Northpass
+- Don't have cash to pay the bill right now for Northpass
-* Lots of small issues in paying, banks not paying, clients not paying either
+- Lots of small issues in paying, banks not paying, clients not paying either
-* Were selling 250/month up until a month ago, now sales are not happening.
+- Were selling 250/month up until a month ago, now sales are not happening.
-* Chris asked for longer flexibility - Travis asked how much?
+- Chris asked for longer flexibility - Travis asked how much?
-* Gregg said November, Chris says ASAP, or change to a monthly payment.
+- Gregg said November, Chris says ASAP, or change to a monthly payment.
 
-## Tasks
+### Tasks
 
-* [X] Create Implementation Plan
+- [X] Create Implementation Plan
-* [X] End of August Launch
+- [X] End of August Launch
-* [X] Help Asia create course
+- [X] Help Asia create course
-* [X] Every Week Implementation, Wednesday @ 12:30pm (Tuesdays at 12:30 after next week)
+- [X] Every Week Implementation, Wednesday @ 12:30pm (Tuesdays at 12:30 after next week)
-* [X] SSO - Reach out to Chris ASAP
+- [X] SSO - Reach out to Chris ASAP
-* [ ] Provide Burns with a deck on competitive analysis of why NP is superior
+- [X] Provide Burns with a deck on competitive analysis of why NP is superior
-* [ ] Instructor page demo
+- [X] Instructor page demo
-* [ ] Create categories for each OS List
+- [X] Create categories for each OS List
 
 Asia off week of August 28th
 
-## Notes from Kick off
+### Notes from Kick off
 
 See Nick's implementation Plan
 Hold onto deadlines and connect people to the right others
@@ -49,7 +50,9 @@ Chris' team uses Figma pretty heavily
 Launch is August 29th (week of)
 Vegas Conference - 1st week of September - September 13th
 
-## Meeting with Chris Campbell
+## 08/25/2022
+
+### Meeting with Chris Campbell
 
 Full embed Ideally
 Either via API or embed
@@ -58,8 +61,7 @@ DONE: Requested an overview deck
 DONE: Has reviewed Developer Docs
 Quantuvos app, video session and can join to take it
 
-* SSO *
+- SSO Auth0 -
-Auth0 -
 They need to provide us with designs and he will reference other apps that have and he has been built
 Wants to align nomenclature and definitions between our company and theirs
 For Quantuvos, a program is a coaching application
@@ -87,24 +89,26 @@ Lists are curated in those categories
 From their own coaches - Proprietary Content
 The rest comes from Experts - experts in certain fields (time management, podcasts, have published a book, etc)
 
-## Meeting with Group + CEO
+## 09/05/2022
 
-* one group per customer
+### Meeting with Group + CEO
-  * A program is a subset within a customer
-  * Subscribers are the whole group
-* all courses for that customer will be in that group
 
-* There are also "subscribers" and "coachees"
+- one group per customer
-* Center for Coaching Effectiveness (CCE) Content
+  - A program is a subset within a customer
-* Can we share a specific activity and have the learner go straight there?
+  - Subscribers are the whole group
-* Course per coach? Or Course per topic?
+- all courses for that customer will be in that group
-* Can Auth0 use Groups? Why not?
 
-* Asia and Sources of Content -
+- There are also "subscribers" and "coachees"
-  * Right after coaching session, coach wants to send their own content to the client
+- Center for Coaching Effectiveness (CCE) Content
-  * But send it within Network-Q
+- Can we share a specific activity and have the learner go straight there?
-  * 1st marker for sending content - coaching path and client sends survey and what they want to be coached on
+- Course per coach? Or Course per topic?
-  * 2nd marker
+- Can Auth0 use Groups? Why not?
+
+- Asia and Sources of Content -
+  - Right after coaching session, coach wants to send their own content to the client
+  - But send it within Network-Q
+  - 1st marker for sending content - coaching path and client sends survey and what they want to be coached on
+  - 2nd marker
 
 ## 01/26/2023
 
@@ -117,7 +121,7 @@ What is left for launch? They need to communicate with us when things need to be
 
 Question about freelancer inquiry:
 
-* Asia is trying to understand everyone's point of view.
+- Asia is trying to understand everyone's point of view.
-* Imagine everyone is expecting something to be done. But it's not done yet.
+- Imagine everyone is expecting something to be done. But it's not done yet.
-* To speed things up and get it done, they might want to use a freelancer who is a little more "connected" to them.
+- To speed things up and get it done, they might want to use a freelancer who is a little more "connected" to them.
-* This goes into the original need for the meeting - Quantuvos feeling that we're not replying actively enough or getting their stuff done.
+- This goes into the original need for the meeting - Quantuvos feeling that we're not replying actively enough or getting their stuff done.

CustomerNotes/SPSCommerce.md

@@ -1,6 +1,8 @@
 # SPS Commerce
 
-## Todo Lists
+## 10/01/2022
+
+### Todo Lists
 
 [X] Check in on workflows in a few weeks
 
@@ -21,7 +23,9 @@ Enterprise Workflow, where do they want to connect it to externally?
 
 ## 10/12/2022
 
-- Include in analytics meeting: Kathleen Olson: kmolson@spscommerce.com
+### Catch up with Kayla
+
+- Include in analytics meeting: Kathleen Olson: <kmolson@spscommerce.com>
 - Norm to reach out
 - Question from Kayla:
   - Someone requested asking about the SCA and a specific course
@@ -101,10 +105,14 @@ Froala doesn't by default allow to hide borders on tables. Can Northpass add it?
 
 ## 01/04/2023
 
+### Feature Request
+
 FEAT: Add email filter for SCA report.
 
 ## 02/02/2023
 
+### Zoom Issue
+
 Zoom integration issue. It is unusable and affecting business.
 Driving down registrations.
 Kayla has made all the events discoverable and accessible, but it is restricting the full functionality of Northpass.
@@ -131,10 +139,11 @@ Borders in tables _can_ be hidden! Add this code to your table in HTML:
 
 ## 05/24/2023
 
+### Housekeeping
+
 Kayla on Vacation May 30th - June 2nd
 DONE: Send open academies for her to review.
 
-
 ## 07/12/2023
 
 ### Redesign and Custom User Journey

CustomerNotes/Scenario.md

@@ -1,18 +1,22 @@
 # Scenario
 
+## 06/20/2022
+
+### Implementation
+
 * New order of cards:
-    * Scenario Basics 
+  * Scenario Basics
-    * Core Concepts
+  * Core Concepts
-    * Bulk Upload 
+  * Bulk Upload
-    * Leave Navigation & the last one
+  * Leave Navigation & the last one
 * LX Changes
-    * Make the viewer wider to fill screen
+  * Make the viewer wider to fill screen
-    * Mobile optimization is less important 
+  * Mobile optimization is less important
-    * Most clients will be on a computer 
+  * Most clients will be on a computer
 * Wistia and Quality?
-    * Would prefer higher quality even if it loads slower 
+  * Would prefer higher quality even if it loads slower
-    * Most likely learners will have high speed internet, they want higher quality 
+  * Most likely learners will have high speed internet, they want higher quality
 * Banner
-    * Dashboard & Events header text is lower than Home
+  * Dashboard & Events header text is lower than Home
-    * Home is how it should look
+  * Home is how it should look
 * URL: academy.scenariocloud.com

CustomerNotes/Skuid.md

@@ -28,11 +28,15 @@ How can we dynamically associate learning paths or "next course" based in learni
 
 ## 10/11/2022
 
+### Comms
+
 * Unsubscribe per message, not ALL messages
 * "Click here if you want to unsubscribe from this..."
 
 ## 10/17/2022
 
+### Legal Design Changes
+
 * Check box in Northpass
 * Marketing in Hubspot/Skuid
 * Where in Contact Record is this hubspot/opt options?

CustomerNotes/Stateserv.md

@@ -1,4 +1,11 @@
-## Meeting with StateServ re: PowerBI Integration
+# Stateserv
+
+## 08/10/2022
+
+### Random Meeting that Needed technical assistance
+
+Meeting with StateServ re: PowerBI Integration
+
     - Daniel is the owner/founder of StateServ
     - Mostly compliance training housed in NP
     - Cecilia and Daniel work with direct services part of the company
@@ -12,5 +19,6 @@
     - Original division of company is saas/software company
 
 Goal of this project:
-    * Provide on demand learning for new hires, continued training, assesments 
+
+    * Provide on demand learning for new hires, continued training, assessments
     * Cecilia creating master question banks

CustomerNotes/StopItSolutions.md

@@ -1,10 +1,16 @@
 # STOPIT Solutions
+
+## 08/01/2022
+
+### Meeting & Priorities
+
 Three most important things:
     1. Sandbox
     2. Certificates
     3. Self-Service e-commerce
 
-##Goal of Sandbox
+## Goal of Sandbox
+
 Non production instance
 StopIT admins and partner are managers
 Just QA and Internal
@@ -43,12 +49,19 @@ Student SEL -
 Educator - Teachers looking for PD requirements
 
 ## 10/18/2022
+
 ### Meeting with Cindy regarding Analytics?
+
 * Really just wants to know about new comms
 * Getting used to new reports - starting to dive into CS experience in onboarding wizard
 * Really want overall reports and high level with time frames
 * Understanding of when the reports are refreshed
 * The time delta is important because they use it to confirm that people trained
 * They might find out that someone completed training, but then go into NP and its not true
+
+## 08/01/2022
+
+### Meeting & Priorities
+
 * They have an onboarding dashboard wizard and shows when they complete training.
-* treuter@stopitsolutions.com 
+* <treuter@stopitsolutions.com>

CustomerNotes/SwiftMedical.md

@@ -1,5 +1,9 @@
 # Swift Medical
 
+## 07/02/2022
+
+### Technical Discussion
+
 Gabriel, back end questions
 
 * didn't know about developer docs
@@ -19,10 +23,7 @@ How can we link people to certain groups without self-selecting?
 Kaitlyn suggesting webhooks based on person activated
 Recieve response when someone is activated, and based on that mapping, add them to a group
 
-Gabriel
+Gabriel when someone clicks a link - what's the ideal - Norm?
-when someone clicks a link,
-
-What's the ideal - Norm?
 Kayla - they should have access to all the content when they first click a link
 Someone clicks a general swift academy button, and gets brought to
 
@@ -35,11 +36,13 @@ Gabriel's Final Example:
 * Best bet is to give them access to entire
 
 Questions to Kayla
-    *Why create after click? Why not activate someone when they sign on with Swift
+
+    * Why create after click? Why not activate someone when they sign on with Swift
     * Best course is webhook when activate
     * What other options do we have to activate people?
 
 Meeting with Kayla at 3:00pm 6/28/2022
+
     * Hasn't had time to go over some of the things she wanted to
     1. new templates wants turned on
     2. search bar toggled on
@@ -55,8 +58,7 @@ Can we pass variables into the end of course screen RTE?
 [Skilljar experience](https://verify.skilljar.com/c/mtond85h86ap) which adds to LinkedIn
 Coursera Plus certification?
 
-Gif not working
+Gif not working - (size <10mb)
-(size <10mb)
 
 Course order
 Subsections
@@ -69,15 +71,17 @@ Subsections
 Subheadings between them -
 Add progress filter
 
-Kayla personal email: klambie@sympatico.ca
+Kayla personal email: <klambie@sympatico.ca>
 
-## Manager Questions
+## 08/01/2022
+
+### Manager Questions
 
     * They want a manager to add or remove courses
     * A Wound Care Leader should be able to tell their employees and group to assign learners
     * A manager in that group should be able to manage the learners in group
 
-## New Use Case for Certificates
+### New Use Case for Certificates
 
     * Show that anyone has done a certain course
     * Check whether a certificate is expired and then have them retake the course

CustomerNotes/Talkspace.md

@@ -2,6 +2,8 @@
 
 ## 06/28/2022
 
+### Intro & First Dive
+
 Talkspace Call - 6/28/22
 Training Call for Madison & Marlene
 Invite Ummey
@@ -35,6 +37,8 @@ Molly should not have access to course Marketplace
 
 ## 7/12/2022
 
+### Errors from Providers
+
 500 errors tickets from people
 Test out the new learning paths from Ummey's email and check that they work
 August 1st goal of completeing the new courses
@@ -81,6 +85,8 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
 
 ## 9/21/2022
 
+### Changes & Improvements
+
 * Overall, things are going well!
 * Ensure the button color change gets changed
 * QMC Audit, training audit by third party for training completed
@@ -88,6 +94,8 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
 
 ## 10/11/2022
 
+### 2023 Rollout
+
 * No date set for rolling out 2023 - sometime in January
 * Molly will set up and then Test internally, possibly ask us to test as well?
 * Wants to know if we can combine Looks in Looker for data
@@ -102,6 +110,8 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
 
 ## 10/18/2022
 
+### Layoff Updates
+
 * Ummey was letgo with the current round of layoffs. Only two people joined our weekly sync... not everyone else was let go. But lots of fear.
 * Still no resolve with OpenSesame. They are very concerned that this will cause issues in 2023.
 * Nervous about job cuts and if this continues, Molly and her team will be on the chopping block.
@@ -111,6 +121,8 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
 
 ## 10/25/2022
 
+### Change in Personnel
+
 * Jenna, People Ops, has joined the call.Ummey was her manager.
 * Will be attending weekly meetings
 * Schedule an additional meeting for training
@@ -304,4 +316,3 @@ feb 17 - 1 course
 feb 21 - 3 courses
 
 No course progress data is showing up in BBHR.
-

CustomerNotes/Terminus.md

@@ -32,6 +32,8 @@ They use LeanData for checking for duplicates in their various systems. That's w
 
 ## 05/16/2023
 
+### General Tasks
+
 DONE: Remove Discover Catalog
 DONE: Add new header image that Cherrill will send.
 DONE: Make Footer similar to Terminus.com - at least the background as blue and text as white.

CustomerNotes/TripleSeat.md

@@ -1,7 +1,9 @@
-# Meeting Notes
+# TripleSeat
 
 ## 9/21/2022
 
+### Iorad Interest
+
 * Iorad tried selling them "live" features
 * Their own domain or Iorad on top of their app
 * Good at delivering first time training

CustomerNotes/Untitled.canvas

@@ -1,9 +0,0 @@
-{
-	"nodes":[
-		{"id":"85f6396de3784552","x":-180,"y":120,"width":250,"height":60,"type":"text","text":"This is a test\n"},
-		{"id":"4e559da8c83034f9","x":216,"y":114,"width":250,"height":60,"type":"text","text":"Weird!"}
-	],
-	"edges":[
-		{"id":"d23a8b4629f4de06","fromNode":"85f6396de3784552","fromSide":"right","toNode":"4e559da8c83034f9","toSide":"left"}
-	]
-}

CustomerNotes/Walmart.md

@@ -2,6 +2,8 @@
 
 ## 10/11/2022
 
+### Transfer to Norm
+
 * Cam back on Monday
 * He will send Figma file with all the screens so that Walmart can review and ensure they are up to date.
 * Cam may also be able to provide a process to make this approval sequence even more
@@ -99,6 +101,8 @@ _Request from Krystal on 10/10/2022_
 
 ## 11/21/2022
 
+### Content Screens
+
 * Screens of telling the story of "how to get there"
 * Open app, click resource center, pick random resource --> walk through the resource itself
 * This will be embedded into a PPT deck
@@ -282,6 +286,8 @@ Can we get a CSV of all activity names and body content
 
 ## 01/11/2023
 
+### Design & CSV Items
+
 Design:
 
 * Clean up CSV with Courses, Activities, and Body Copy.
@@ -314,7 +320,7 @@ For big decisions, we will need people from each quadrant to give their input.
 Early on, we might have a lot of conversations with engineers about non-engineering topics to help build their buy-in and optimism with the project.
 
 Stephanie - Business Lead
-Jessica Lynn - Jessica.Segura@walmart.com
+Jessica Lynn - <Jessica.Segura@walmart.com>
 Eric Wynn
 Johnny - Engineering team committed through Feb to another project. So a lot of prep work will have to be done ahead of time. A content drive may need to start first.
 

CustomerNotes/Walmart_Luminate.md

@@ -133,6 +133,8 @@ Jessica isn't aware of how detailed we can customize things. Maybe send her scre
 
 ## 05/25/2023
 
+### Modal Discussion
+
 Needs for modal on entry: Property Boolean, info?
 
 Design:

CustomerNotes/Wildhealth.md

@@ -1,4 +1,6 @@
-## Old Notes
+# WildHealth
+
+## 07/01/2022
 
 ### June/July until September notes
 
@@ -185,7 +187,7 @@ DONE: Ask Product about custom certs for Enterprise. Wild Health needs it for ac
 Education Portal > PM Fundamentals Group > Must complete all courses.
 Date for custom cert: end of month, if possible. If not 2-3 months.
 
-WHAcademy: Abby fixed an embed issue but is trying to embed a different website, but it is showing Northpass. www.wildhealth.com\education. It is not working, it is just showing the
+WHAcademy: Abby fixed an embed issue but is trying to embed a different website, but it is showing Northpass. <www.wildhealth.com\education>. It is not working, it is just showing the
 DONE: Ask about embeds not working - not loading or just showing the current Northpass page in the iFrame.
 
 WHAcademy again:

CustomerNotes/WoundCareAdvantage.md

@@ -1,14 +1,18 @@
+# WoundCareAdvantage
+
 ## 11/4/2022
+
 ### Analytics for Q4
+
 * For individual activities:
-    * The Webhook Sheet, is good to go. 
+  * The Webhook Sheet, is good to go.
 * For x center she needs # of courses started, # completed. Filtered MCA?
-    * In numbers not percentages
+  * In numbers not percentages
-    * Centers are Groups 
+  * Centers are Groups
-    * It is hard to pull by group because other people add nurses but don't put them into a specific group. 
+  * It is hard to pull by group because other people add nurses but don't put them into a specific group.
-    * She needs to add certain people into their group 
+  * She needs to add certain people into their group
-    * They have SSO, through Okta 
+  * They have SSO, through Okta
-    * Ideally, she will have people in groups AND with their position
+  * Ideally, she will have people in groups AND with their position
-    * And she needs this for every single group in the school. 
+  * And she needs this for every single group in the school.
-    * If someone isn't active, no need to pull them in. 
+  * If someone isn't active, no need to pull them in.
 * Her numbers are due in December. She did it manually for Q3. They send out the numbers in the first weeks of the new quarter.

CustomerNotes/Zenjob.md

@@ -1,3 +1,4 @@
+# Zenjob
 
 ## 11/11/2022
 
@@ -14,7 +15,7 @@ _Some Feedback She's collected and changes they want to see:_
     * They have contacted their marketing for new badges.
     *Integration with Shopify?
     * They have a shopify shop where talents can get equpiment
-    *Only should be availble to some talents. Their backend has a tag which allows or not allows them to see Shopify
+    *Only should be available to some talents. Their backend has a tag which allows or not allows them to see Shopify
     * Only with a specific link can you access shopify
     *Sophie needs to talk with Viky, but she just had the idea to integrate. Wanted to be sure it was possible.
     * Language switching - English/German button
@@ -55,5 +56,3 @@ Ideal information in Salesforce:
 
 DONE: Added a new group to homepage's access.
 DONE: Submit tickets from [this page](https://docs.google.com/spreadsheets/d/1kV93XzZuXTbIrh4HfqhZoFwGvBhNxCRZTC36eBqxaV0/edit#gid=0). Specifically: Static Banner (140), Popup (120), And Embed the Website (124).
-
-

Scripts/Todo_reorg/parse_for_gstimeline.py

@@ -1,26 +1,36 @@
 from pathlib import Path
 import requests
+import pandas as pd
 import itertools
 
 ndir = Path("/Users/normrasmussen/Documents/Work/CustomerNotes/")
 
 
 def get_files():
+    list_of_lists = []
+    merge = pd.DataFrame()
+    merge3 = pd.DataFrame()
+    merged = pd.DataFrame()
     files = list(ndir.glob("**/*.md"))
     for company in files:
         # This Section gets the Company name for the payload.
         company = str(company)
         company_file = company.split("/")[-1]
         company_name = company_file[:-3]
-        if company_name == "Bolt":
+        # if company_name == "Bolt":
-            get_data(company_file, company_name)
+        list_of_dicts = get_data(company_file, company_name)
+        dic = pd.DataFrame.from_records(list_of_dicts)
+        dict_copy = dic.copy()
+    merge = pd.concat([dict_copy, merge], ignore_index=True)
+    print(merge)
 
 
 def get_data(company_file, company_name):
-    sdir = "/Users/normrasmussen/Documents/Work/CustomerNotes/"
     notes = []
     line_num_array = []
     text_array = []
+    list_of_dicts = []
+    pay_dict = {"company_name": company_name}
     company_path = Path(
         f"/Users/normrasmussen/Documents/Work/CustomerNotes/{company_file}"
     )
@@ -52,30 +62,43 @@ def get_data(company_file, company_name):
         # Now we are cleaning it up.
         # Removing the hashes from the dates and titles.
         for note in notes:
-            date = note[0][2:]
+            date = note[0][3:]
-            if note[2].startswith("### "):
-                note_title = note.pop(2)[3:]
             copy = " ".join(note[1:])
+            pay_dict["date"] = date
+            pay_dict["copy"] = copy
+            pay_dict["type"] = "Meeting"
+            if note[2].startswith("### "):
+                note_title = note.pop(2)[4:]
+                pay_dict["title"] = note_title
+            else:
+                pay_dict["title"] = f"Meeting Notes from {date}"
+            list_of_dicts.append(pay_dict.copy())
+    # print(list_of_dicts)
+    return list_of_dicts
 
 
-def add_to_payload(date, note_title, copy, company_name):
+def add_to_payload(pay_dict):
     payload = {
         "records": [
             {
                 "Author": "nrasmussen@gainsight.com",
-                "ContextName": company_name,
+                "ContextName": pay_dict["company_name"],
                 "TypeName": "Meeting",
                 "ExternalId": "WHAT IS THIS?",
-                "Subject": note_title,
+                "Subject": pay_dict["title"],
-                "Notes": copy,
+                "Notes": pay_dict["copy"],
-                "ActivityDate": date,
+                "ActivityDate": pay_dict["date"],
                 "companyName": "AAR Corp Hardware Abscoa Division",
                 "internalAttendees": ["Norm Rasmussen"],
                 "externalAttendees": [""],
             },
         ]
     }
-    send_to_gs(payload)
+    print(payload)
+
+
+"""
+    # send_to_gs(payload)
 
 
 def send_to_gs(payload):
@@ -86,7 +109,7 @@ def send_to_gs(payload):
         "Accesskey": APIKEY,
     }
     response = requests.post(url=url, headers=headers, json=payload)
-
+"""
 
 if __name__ == "__main__":
     get_files()