Ting — Activity Log & Gap Analysis (Feb 13

Active Days

People Involved

~30

Queries / Tasks

Data Sources Used

Skills Created

Sites Deployed

📊 Data Sources Accessed

Source	Type	Used For	Status
Snowflake	Sales analytics	YTD sales, transactions, payment methods, customer segmentation	✅ Working
Gong	Call intelligence	CSM/Sales activity stats, call counts	✅ Working
Pendo	Product analytics	Software usage, active visitors, engagement	✅ Working (event aggregation limited)
Intercom	Support tickets	Ticket counts, status, issue themes	✅ Working
Google Sheets	Master data	Client lookup, ARPS, CSM, churn risk, hostnames	✅ Working
Treez API	Dispensary/Catalog	Products, invoices, distributors, inventory	✅ Working
Cloudflare Pages	Deployment	Hosting dashboards and reports	✅ Working

📅 Query Timeline

Feb 13 Day 1 — Setup & First Queries

John (HM)

"Tell me who you are, what you can do, all of your skills"

Introduced myself, listed all skills, explained memory architecture.

Setup

John (HM)

"Tell me the most active CSMs in the last week"

Pulled Gong activity stats for 19 users. Will K (22 calls), Bianca (20), Gregory Goldman (12) topped the list. John clarified Sales vs CSM roles.

GongAPI

Joey

"Can you identify who tags you or chats with you by name?"

Explained I see Slack display names and user IDs. Identified Joey from channel name. Gap: No Slack user directory access for full names/roles.

IdentityGap

John (HM)

"Create a simple page for the roster and upload to Cloudflare"

Built team roster page. First deploy failed (bad API upload format). Fixed with Wrangler CLI → treez-roster.pages.dev

CloudflareGap: Deploy API format

John (HM) — for David

"How is Purple Lotus doing? YTD sales, software usage, support tickets"

Cross-referenced 5 data sources: Snowflake ($2.92M YTD, 51.8K txns), Pendo (147 visitors, 80 active 7d), Intercom (37 tickets, 36 closed), Master Sheet ($18,423/mo ARPS, Brian Perlmutter CSM, no churn risk).

SnowflakePendoIntercomSheetsMulti-source

John (HM)

"Create a customer-facing QBR page with ecommerce and loyalty upsell"

Built full QBR at purple-lotus-qbr.pages.dev — KPIs, location breakdown, platform health, and two upsell cards (Ecommerce + Loyalty).

CloudflareSnowflakeSheets

Josh Lamb

"Which Loop customers haven't transacted in the last two hours?"

Found 105 Loop stores in master sheet, matched 27 to Snowflake. All idle (after hours). Gaps: Only 27/105 matched; Loop not identifiable in Snowflake payment data; ~6h data lag.

SnowflakeSheetsGap: Loop mappingGap: Data lag

Joey

"What's the latest timestamp for a sale in the payments data?"

~5h 46m stale. Led to new rule: always cite data freshness timestamp in PST on every Snowflake response.

SnowflakeNew Rule

Feb 14 Day 2 — API Deep Dive & Invoice Processing

John (HM)

Intercom MCP setup + Pendo API key update

Connected Intercom MCP server via mcporter. 6 tools available. Tested with Catalyst support tickets.

SetupIntercom

Joey

Treez Catalog API deep dive — product/variant data model

Discovered Catalog is source of truth (not Dispensary API). Documented ID mapping, productAttributes, search pagination bug. Major skill rewrite.

Treez APISkill UpdateGap: Search pagination broken

Joey

Invoice processing: Parse PDF, match products, create invoice in Treez

Created invoice processing skill. Tested with CAM Distribution invoice ($9,347.40, 12 items). First attempt WRONG (mapped to random products). Lesson learned: never map to random products — always match by name or create new. Second attempt correct: created 7 products + 12 variants + Invoice #218.

Treez APINew SkillGap: Initial wrong approach

Jeremy

Tested boundaries — asked to DM other users, Slack channel access

Correctly refused to DM people on others' behalf. Confirmed security boundaries working.

Security

Feb 15 Day 3 — Marketing Strategy & Ecom

Joey + Annabelle

Nevaeh Verde delivery analysis + marketing strategy

Full customer segmentation from Snowflake. Delivery customers: $76 AOV (2-3x other channels), 3.9 units/order. 77% of first-time delivery customers never reorder — biggest growth lever. Built 2-week email/SMS calendar. Created Strain of the Week framework.

SnowflakeMarketing Skill

Annabelle

Treez Ecom Prismic structure — where can custom content live?

Learned all custom content must go on /blog/ or /content/ page types. Brand/product/strain pages are POS-linked with limited customization. Created treez-ecom skill.

New SkillGap: Strain pages only support sativa/indica/hybrid

Joey

TICKET_TYPE clarification

"Express" = in-store kiosk, NOT online ordering. Updated Snowflake skill. CASHIER = employee name, not customer.

SnowflakeCorrection

Feb 17 Day 5 — Skills Architecture & Invoice v2

Joey

Split invoice processing into POS-agnostic parser + Treez-specific writer

Created invoice-processor (universal PDF parser → standardized JSON) and treez-invoice-writer (Treez-specific). Tested with Kikoko invoice ($4,016.85, 6 items) — all products matched after fixing product_configurable_fields bug.

New Skills (2)Treez API

Joey

Product image generation for Kikoko items

Generated 18 product images (3 options × 6 products) via gpt-image-1 with transparent backgrounds. Built custom image selector UI on Cloudflare Pages.

CloudflareOpenAI Images

Joey

Approval UI dashboard skill

Created treez-approval-ui — generic approval dashboard with 3 layouts (table/gallery/cards). shadcn-inspired design. Any skill can call it by formatting data into JSON spec.

New SkillCloudflare

Joey + Beth

Introduction to Beth — creative collaboration on catalog management

Met Beth (creative background). Set up for catalog enrichment work — brand mapping, descriptions, attributes, images.

Onboarding

Constantine

"Make me a site with a log of everyone's queries"

This page! 👋

Cloudflare

🔍 Data & Capability Gaps

Loop Payment Identification

"Loop" doesn't appear as a payment type in Snowflake. The only source of truth is the master Google Sheet (💳 Non Integrated TP tab). Only matched 27 of 105 Loop stores to Snowflake entity IDs due to naming mismatches.

Impact: Can't reliably monitor Loop transaction health

Snowflake Data Lag (~6 hours)

Payment data runs ~6 hours behind real-time. Not suitable for near-real-time monitoring (e.g., "who hasn't transacted in 2 hours").

Impact: Any alerting use case needs a different data source

Pendo Event-Level Aggregation

Integration key returns 0 for event-level aggregation queries. May need "full data access" enabled in Pendo settings. Visitor/account-level queries work fine.

Impact: Can't analyze feature adoption over time or page view trends

Treez Catalog Search Pagination

The /catalog/product/search endpoint always returns the same 10 products regardless of offset/page/limit parameters. Workaround: use Dispensary product list.

Impact: Can't search catalog at scale — must iterate through full product list

Entity Name Matching Across Sheets

Store names in the Non-Integrated TP tab don't consistently match Entity Names in Live & Onboarding or STORE_NAME in Snowflake. No shared unique key across tabs.

Impact: Cross-referencing payment processors to sales data is unreliable

Slack User Directory

Can see display names and user IDs but can't look up full names, roles, or departments for people I haven't been introduced to.

Impact: Can't auto-identify who's asking or route to the right person

Ecom Strain Page Limitations

Treez ecom /strain/ pages only support sativa/indica/hybrid categories — not individual strain pages. All custom content must live on /blog/ or /content/ page types.

Impact: SEO content strategy is constrained to blog/content paths

No Real-Time Transaction Feed

No webhook or streaming endpoint for live transaction events. All monitoring is poll-based with Snowflake's ~6h lag. PMS database might be more current but hasn't been tested for this.

Impact: Can't build real-time alerts (e.g., "store went dark")

👥 People Involved

Person	Role	Queries / Focus Areas
John (HM)	Admin	Setup, Gong stats, Purple Lotus QBR, roster, Cloudflare, Loop payment config
Joey	Product Expert	Treez API, invoice processing, catalog, marketing strategy, skill architecture, data freshness rules
Annabelle	Marketing/Ecom	Nevaeh Verde marketing, Prismic/ecom structure, SEO content planning
Josh Lamb	—	Loop payment monitoring
Jeremy	—	Security boundary testing
Beth	Creative	Catalog enrichment, product images (onboarded Feb 17)
Constantine	—	This activity log request
David	—	Purple Lotus telemetry (requested via John)
Hailey	CSM	Reacted 🤯 to Purple Lotus findings

🛠️ Skills Created This Week

Skill	Type	Description	Day
treez-invoice-processing	Workflow	End-to-end invoice processing (legacy monolith)	Feb 14
intercom-support	Integration	Intercom MCP for support ticket queries	Feb 14
treez-marketing-strategy	Strategy	Customer segmentation, campaigns, promotions	Feb 15
treez-ecom	Reference	Prismic CMS structure, page types, content rules	Feb 15
invoice-processor	Parser	POS-agnostic invoice PDF → standardized JSON	Feb 17
treez-invoice-writer	Integration	Treez-specific invoice writer (consumes parser output)	Feb 17
treez-approval-ui	UI Framework	Generic approval dashboard (table/gallery/cards)	Feb 17
treez-catalog-management	Workflow	Product enrichment — brands, descriptions, images	Feb 17

🌐 Sites Deployed

URL	Content	Requested By
treez-roster.pages.dev	Team roster (Sales, CSM, Leadership)	John
purple-lotus-qbr.pages.dev	Purple Lotus QBR with ecom/loyalty upsell	John (for David)
Kikoko image selector	Product image review/selection UI	Joey
This activity log	Query log & gap analysis	Constantine

🌲 Ting — Activity Log & Gap Analysis

📊 Data Sources Accessed

📅 Query Timeline

🔍 Data & Capability Gaps

Loop Payment Identification

Snowflake Data Lag (~6 hours)

Pendo Event-Level Aggregation

Treez Catalog Search Pagination

Entity Name Matching Across Sheets

Slack User Directory

Ecom Strain Page Limitations

No Real-Time Transaction Feed

👥 People Involved

🛠️ Skills Created This Week

🌐 Sites Deployed