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, Justin S. May 14, 2025
Hire contractor to create bot *APP, Justin S. May 15, 2025
Test ingestion bot *APP, Justin S. May 18, 2025
Decide on naming structure for categories - where that connects *APP, Justin S. Jun 2, 2025
Create categories spreadsheet from Project Smart Jan F. Jun 3, 2025
Create tags for bot to associate with content (tags based on mode, topic, etc.) *APP, 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, Justin S., Upwork
Check in on data collection bot for Project Smart categories - follow-up with Jeremy *APP, 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!