TripleSeat new notes. Finished the Anthology mappings script and have uploaded it workato.
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@ -330,3 +330,12 @@ Create Google Form for Amit to submit new domains
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All the small bug work is paying off! 100 people added without any tickets or issues!
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TODO: Add 's' to "previous platform" and update email to "Campus or Work Email Address"
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## 11/08/2023
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### Unannounced meeting with KC & Katie
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Notes:
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* Rachel and KC to discuss the search and filtering stuff again. They needed clarity on categories vs properties, etc.
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* I let them know that we would be changing their workflow.
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@ -74,3 +74,35 @@ There needs to be some deviation between departmental training.
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In Brian's Mind: Upload the document to Northpass.
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Theory: How do you make internal training applicable to every employee? Finance
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and Engineering, etc.
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## 11/08/2023
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### New teams introduction
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Attendees:
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* James D - Hotel team
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* Troy Kasting - Attendees side
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* Sureena - Troy's team
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* Amelia, Katie, Holly
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Notes:
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* New partnership with the attendees
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* James working on some draft courses
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* Troy to speak about CS plans.
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* Troy: "since the acquisition"... TS acquired someone?
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* New products being rolled out - JustReg, Ticketing Product
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* Need a low or no-touch onboarding
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* Self-education
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* Launch: Feb 2024 (approximately)
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* Time to onboard is roughly the same
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* Sureena's question: how can we send triggers to our CRM?
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* 4 different plans based on feature set
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* This would likely be different groups
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* Existing Triple Seat University can't be used cause "Attendees" is a very different -
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* It is Attendease and that's who TripleSeat just acquired! [Link to article](https://tripleseat.com/blog/tripleseat-announces-strategic-acquisition-of-attendease-for-unparalleled-event-management-solutions/)
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* Tech Stack:
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* Hubspot - CRM, but likely moving to Salesforce
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* Onboarding - TBD but sort of using Totango
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* They really need a separate instance but want to try and jam it into a single instance. Designs will be an issue.
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Scripts/workato-antho-2.py
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