Notes
- {{video https://www.youtube.com/watch?v=ws9zR-UzwTE}}
- Impressions
- He pitched it good. There’s gap between people who do hand programming and people who vibe code 100%. He still wants to use AI, but does not want to give 100% permission on coding agents like how claudecode does: grep and text edit all the time.
- https://media.secondbrain.lelouvincx.com/2026/03/442d453b9c1e9273d432c8d302e921bc.png
Listing pending issues from linear into logseq
- DAT-450 Census → HubSpot reverse ETL issue causing stale customer status (e.g., Telio) due to rejected updates.
- DAT-469 Call-booking data appears to stop after Nov 2024 in lead conversion analytics; needs investigation.
- DAT-510 Validate
holistics-customerslogic and add a dashboard tab for period-based customer movement metrics. - DAT-524 Exclude internal Zoho test accounts from churn metrics by fixing filters in Zoho events pipeline.
- DAT-155 Investigate why active users have censored emails in BigQuery customer dataset/report.
- DAT-163 Improve Prefect production secret management (currently manual), likely toward a vault/as-code workflow.
- DAT-219 Migrate deprecated Prefect
Stringusage toVariable. - DAT-259 Ensure
dim_sales_repskeeps historical/ex-rep records instead of nulling old emails. - DAT-268 Use Python
tempfilein Prefect flows to avoid persistent temp files and cleanup issues. - DAT-283 Expand Calendly ingestion to all call types (not only Demo/Onboarding).
- DAT-371 Investigate Census/HubSpot naming/status inconsistency around MoneySmart/Parts records.
- DAT-462 JSONB→STRING conversion in BigQuery breaks JSON parsing and impacts downstream logic/reports.
- DAT-463 Follow-up to identify other places impacted by the same root issue.
- DAT-504 Investigate mismatch between user list and active-user count in Pencil tenant health dashboard.
- DOC-36 Merge and simplify cross-model calculation docs into one clearer official guide.
- I will re-prioritize and complete them as soon as possible. They are all small tasks.
Tasks
Done
TODO Think about how would a normal data team adopt a BI chatbot
Candidates
DONE Check if with current API is it feasible to support the ticket for passthekeys
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DONE Reply them as well
- Test the built holistics skill to see with the well-defined task, can it solve quickly? What are the blockers?
- Is it possible for customers to self-serve just to install the current skill?
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