Data Collection Bot 1.0 - Project Smart

Added by Justin Sheehan Justin S.
Column
Done
Assigned to
Justin Sheehan Justin S. Upwork Upwork
Notes
Subtasks
Create project brief for ingestion bot *APP *APP, Justin Sheehan Justin S. May 14, 2025
Hire contractor to create bot *APP *APP, Justin Sheehan Justin S. May 15, 2025
Test ingestion bot *APP *APP, Justin Sheehan Justin S. May 18, 2025
Decide on naming structure for categories - where that connects *APP *APP, Justin Sheehan Justin S. Jun 2, 2025
Create categories spreadsheet from Project Smart Jan Fuentes Jan F. Jun 3, 2025
Create tags for bot to associate with content (tags based on mode, topic, etc.) *APP *APP, Justin Sheehan Justin S. Jun 3, 2025
Jeremy: create tagging key / prompts for the bot knows what content to tag what - figure process to do this (deep research, take actual page content) *APP *APP, Justin Sheehan Justin S., Upwork Upwork
Check in on data collection bot for Project Smart categories - follow-up with Jeremy *APP *APP, Justin Sheehan Justin S. Jun 18, 2025
Justin Sheehan
Justin Sheehan Chief Journey Officer
Figure out flow for new files and existing files in the Box.com account.
Justin Sheehan
Justin Sheehan Chief Journey Officer
Jan regarding "Create categories spreadsheet from Project Smart"
Jan Fuentes
Jan Fuentes Personify Assistant & Video Editor
Justin  done with the spreadsheet!