BEGIN TRANSITION from PIPELINE_STAGE with CONVERSATION_ONGOING into REPLY_OR_REMINDER (at 2024-04-08 07:57:33)
Context
{
"events": [
{
"id": 23405,
"body": "Hi Marie-Agn\u00e8s and Riccardo,\n\nThank you for your patience. Attached is an overview of our services and the agreement for your review.\n\nHave a nice day,\n\nKlemen",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-16T13:01:21.055Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23446,
"body": "Hi Riccardo,",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T08:45:12.070Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23448,
"body": "Awesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T09:03:43.883Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23430,
"body": "Hi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T12:11:50.663Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23414,
"body": "Marie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T22:35:20.244Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1616,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-11T12:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23431,
"body": "Hi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T22:51:15.657Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Calico Biosystems",
"prospects": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
}
Entity
{
"id": 32012,
"deal": {
"id": 539,
"name": "Calico Biosystems",
"owner": 2,
"stage": 6,
"public_id": "4d4d9a0e-73e0-4f3f-a9d4-d9e324a86ab9",
"external_id": "17164079206",
"last_modified_in_crm": null
},
"vars": null,
"state": null,
"status": "INITIATED",
"next_task": null,
"events_hash": null,
"fingerprint": null,
"next_task_key": null
}
--- MODEL INVOCATION 'pipeline_stage 0 GPT_4' at cost $0.0615 (at 2024-04-08 07:57:33)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine into which sales pipeline stage this deal would need to be categorized. The deal is represented by the given communication and accompanying metadata.\n\nThe following pipeline stages are available: LEAD, EXPLORATORY, PROPOSAL, CLOSING, NOT_NOW, CLOSED_WON, CLOSED_LOST.\n\nThe following are the requirements that need to be met in order to categorize the conversation into one of the pipeline stages:\n\n* LEAD:\n\n- No meetings were yet scheduled between the seller and the buyer.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- The deal is not yet at the stage when a written proposal is suppose to be or was sent to the buyer.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* EXPLORATORY:\n\n- The introductory meeting was already scheduled.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- The deal is not yet at the stage when a written proposal is suppose to be or was sent to the buyer.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* PROPOSAL:\n\n- There is a clear indication that a written proposal needs to be sent to the buyer (but was not sent yet).\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* CLOSING:\n\n- There is a clear indication that a written proposal has been delivered to the buyer, or there is an explicit notion that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* NOT_NOW\n\n- There is an indication from the buyer that the timing is not right to proceed with the deal.\n- There is no indication that the buyer does not want to proceed in general.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* CLOSED_WON\n\n- There is a clear indication that the agreement was signed by the buyer.\n- IMPORTANT: It needs to be very clear and explicit that the agreement was signed. It is not good enough if the agreement is about to be signed. If the agreement is in the process of being signed but was not signed yet, you should classify the deal into \"CLOSING\".\n\n\n* CLOSED_LOST\n\n- There is a clear indication that the buyer does not want to proceed with deal (as in not being interested).\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nTake special care when classifying into CLOSED_WON and CLOSED_LOST categories. The deal is considered CLOSED_LOST if and only if the buyer expressed very explicitly that they do not want to receive any further emails or that they are not interested. The deal is considered CLOSED_WON if and only if it is clear that the agreement was already signed and that the deal has been successfully closed. If you are unsure whether the deal has already been closed or not, rather select one of the non-closed categories.\n\n---\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 07:57:33.553261."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
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"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
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"properties": {
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"enum": [
"LEAD",
"EXPLORATORY",
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"CLOSING",
"NOT_NOW",
"CLOSED_WON",
"CLOSED_LOST"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "chatcmpl-9BeAfA9kKLrJFMhe5NaTXCBMGiJRi",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1914,
"prompt_tokens": 1777,
"completion_tokens": 137
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"CLOSING\",\"explanation\":\"The deal should be categorized as CLOSING. This is because there is a clear indication that a written proposal has been delivered to the buyer, as evidenced by the email sent on 2024-01-29 where Klemen mentions that he just sent the agreement for signature via PandaDoc. This indicates that sufficient information about the offering was delivered to the buyer so that it is possible to move forward with closing. However, there is no explicit confirmation that the agreement has been signed by the buyer, which would be necessary to categorize the deal as CLOSED_WON. Therefore, the deal is in the CLOSING stage.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712563053,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_lead 0 GPT_4' at cost $0.0422 (at 2024-04-08 07:57:39)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* LEAD:\n\n- No meetings were yet scheduled between the seller and the buyer.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- The deal is not yet at the stage when a written proposal is suppose to be or was sent to the buyer.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 07:57:39.976885."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
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"required": [
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
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--- MODEL INVOCATION 'pipeline_stage_exploratory 0 GPT_4' at cost $0.0435 (at 2024-04-08 07:57:45)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* EXPLORATORY:\n\n- The introductory meeting was already scheduled.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- The deal is not yet at the stage when a written proposal is suppose to be or was sent to the buyer.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 07:57:45.675119."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
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}
}
],
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
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},
"logprobs": null,
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"created": 1712563065,
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}
--- MODEL INVOCATION 'pipeline_stage_proposal 0 GPT_4' at cost $0.0407 (at 2024-04-08 07:57:52)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* PROPOSAL:\n\n- There is a clear indication that a written proposal needs to be sent to the buyer (but was not sent yet).\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 07:57:52.483460."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
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"required": [
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
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"id": "chatcmpl-9BeAyf6VBzgYz0nyN7JWVMNTaOJDY",
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--- MODEL INVOCATION 'pipeline_stage_closing 0 GPT_4' at cost $0.0408 (at 2024-04-08 07:57:57)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* CLOSING:\n\n- There is a clear indication that a written proposal has been delivered to the buyer, or there is an explicit notion that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:'\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 07:57:57.820314."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
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"name": "format_response",
"parameters": {
"type": "object",
"required": [
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"properties": {
"category": {
"enum": [
"YES",
"NO"
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"type": "string",
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"type": "string",
"title": "Explanation"
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}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
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"request_timeout": 600
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "chatcmpl-9BeB4cSvXuUfVyD8XiH7388ZSu8J7",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1254,
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"arguments": "{\"category\":\"NO\",\"explanation\":\"The conversation indicates that a written proposal, specifically an agreement, was sent to the buyer for signature via PandaDoc. This suggests that sufficient information about the offering was delivered to the buyer, allowing for the possibility to move forward with closing. However, the requirement that there is no indication an agreement has been delivered to the buyer or signed by the buyer is not met, as the message explicitly states the agreement was sent for signature. Therefore, this deal does not fulfill the given requirements.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712563078,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_not_now 0 GPT_4' at cost $0.0385 (at 2024-04-08 07:58:03)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* NOT_NOW\n\n- There is an indication from the buyer that the timing is not right to proceed with the deal.\n- There is no indication that the buyer does not want to proceed in general.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 07:58:03.428816."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"YES",
"NO"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "chatcmpl-9BeB9iP1awWcP9qeAIuOY1djx0ZmX",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1199,
"prompt_tokens": 1115,
"completion_tokens": 84
},
"object": "chat.completion",
"choices": [
{
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"message": {
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"arguments": "{\"category\":\"NO\",\"explanation\":\"The conversation indicates that the agreement has been sent for signature via PandaDoc, which suggests that the buyer is proceeding with the deal. There is no indication from the buyer that the timing is not right to proceed with the deal. Therefore, this deal does not fulfill the 'NOT_NOW' requirement as there is an indication that an agreement has been delivered to the buyer for signature.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712563083,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_closed_won 0 GPT_4' at cost $0.0388 (at 2024-04-08 07:58:07)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* CLOSED_WON\n\n- There is a clear indication that the agreement was signed by the buyer.\n- IMPORTANT: It needs to be very clear and explicit that the agreement was signed. It is not good enough if the agreement is about to be signed. If the agreement is in the process of being signed but was not signed yet, you should classify the deal into \"CLOSING\".\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 07:58:07.110971."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
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"properties": {
"category": {
"enum": [
"YES",
"NO"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "chatcmpl-9BeBDUVCVNDWQNFnMcZlsydYtYWMS",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1214,
"prompt_tokens": 1134,
"completion_tokens": 80
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"NO\",\"explanation\":\"The conversation does not provide a clear and explicit indication that the agreement was signed by the buyer. The last message indicates that the agreement was sent for signature via PandaDoc, but there is no follow-up confirmation or explicit mention that the agreement was indeed signed by the buyer. Therefore, the deal cannot be classified as CLOSED_WON based on the provided information.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712563087,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_closed_lost 0 GPT_4' at cost $0.0406 (at 2024-04-08 07:58:10)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the given conversation conforms to the given requirements. \n\nYou should categorize it into \"YES\" if the deal indeed fulfills the requirements, or into \"NO\" if it does not.\n\nThese are the requirements that need to be fulfilled:\n\n* CLOSED_LOST\n\n- There is a clear indication that the buyer does not want to proceed with deal (as in not being interested).\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nPlease examine the conversation carefully and categorize the deal either into \"YES\" (as in \"yes, the deal fulfills the given requirements\"), or \"NO\" (as in \"no, this deal does not fulfill the given requirements\").\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 07:58:10.812382."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"YES",
"NO"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "chatcmpl-9BeBHNxEPxFcBfGe8D8Clugqo2G0a",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1229,
"prompt_tokens": 1103,
"completion_tokens": 126
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"NO\",\"explanation\":\"The conversation indicates that the agreement was sent for signature via PandaDoc, which suggests that there was an intention to proceed with the deal. Furthermore, a later email from Klemen expresses excitement about starting to work together, indicating that the deal was moving forward. There is no clear indication that the buyer does not want to proceed with the deal, nor is there any indication that the agreement was not signed by the buyer. Therefore, the deal does not fulfill the CLOSED_LOST requirements as there is no clear indication of the buyer's disinterest or that the agreement was not delivered or signed.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712563091,
"system_fingerprint": "fp_b77cb481ed"
}
END TRANSITION from PIPELINE_STAGE with CONVERSATION_ONGOING into REPLY_OR_REMINDER (at 2024-04-08 07:58:16)
BEGIN TRANSITION from REPLY_OR_REMINDER with REMINDER into DEFAULT_OR_POSTPONED_REMINDER (at 2024-04-08 08:20:53)
Context
{
"events": [
{
"id": 23405,
"body": "Hi Marie-Agn\u00e8s and Riccardo,\n\nThank you for your patience. Attached is an overview of our services and the agreement for your review.\n\nHave a nice day,\n\nKlemen",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-16T13:01:21.055Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23446,
"body": "Hi Riccardo,",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T08:45:12.070Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23448,
"body": "Awesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T09:03:43.883Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23430,
"body": "Hi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T12:11:50.663Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23414,
"body": "Marie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T22:35:20.244Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1616,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-11T12:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23431,
"body": "Hi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T22:51:15.657Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Calico Biosystems",
"prospects": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
}
Entity
{
"id": 32012,
"deal": {
"id": 539,
"name": "Calico Biosystems",
"owner": 2,
"stage": 6,
"public_id": "4d4d9a0e-73e0-4f3f-a9d4-d9e324a86ab9",
"external_id": "17164079206",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": []
},
"state": "REPLY_OR_REMINDER",
"status": "IN_PROGRESS",
"next_task": null,
"events_hash": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"fingerprint": {
"events": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "bdb952bc0a33b604dc18bb01fa1a156eca9c0d16",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'reply_or_reminder 0 GPT_4' at cost $0.0467 (at 2024-04-08 08:20:53)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the next seller's action should be an immediate REPLY (category \"REPLY\") or whether the seller should schedule a follow-up REMINDER (category \"REMINDER\").\n\nNormally, if the buyer wrote the last email in the correspondence, the seller should REPLY to that, if nothing else, with a courteous one-liner. The only exception is when the buyer has sent the last email but that email does not carry any information goal or intent; it is merely a courteous one-liner saying \"thank you\" or something similar.\n\nAlso, if the seller wrote the last email, the seller should schedule a kind REMINDER. The only exception is when seller is not expecting any response from the buyer (because, for example, the conversation is undoubtedly concluded).\n\nIf there is an indication that the last event was a meeting or a similar interation in which both the buyer and the seller were able to discuss the deal, then the correct category is \"REPLY\" (because the seller should send a recap email and give information on next steps).\n\nBased on these instructions, classify the correspondence into one of the two categories:\n\n* REPLY - The seller should send a reply as the buyer is awaiting a response. This is also the case if the last event was a meeting or a similar interaction in which both the buyer and the seller were able to discuss the deal.\n* REMINDER - The seller is in the process of waiting for the buyer's message. The seller should thus schedule to send a kind reminder.\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:20:53.521327."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
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"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
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"properties": {
"category": {
"enum": [
"REPLY",
"REMINDER"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
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"request_timeout": 600
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "chatcmpl-9BeXFp2cxdaGakzTyKecElNdOzs54",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1423,
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"completion_tokens": 133
},
"object": "chat.completion",
"choices": [
{
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"message": {
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"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"REMINDER\",\"explanation\":\"The last event in the correspondence is an outbound email from Klemen to Riccardo, indicating that Klemen has sent the agreement for signature via PandaDoc and asking Riccardo to let him know if he didn't receive the link. Since this email is from the seller (Klemen) to the buyer (Riccardo) and there has been no response from the buyer since then, the next action for the seller should be to schedule a kind REMINDER. This is to ensure that Riccardo received the agreement and to follow up on any further actions or responses needed from the buyer's side.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712564453,
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END TRANSITION from REPLY_OR_REMINDER with REMINDER into DEFAULT_OR_POSTPONED_REMINDER (at 2024-04-08 08:20:59)
BEGIN TRANSITION from DEFAULT_OR_POSTPONED_REMINDER with DEFAULT_SCHEDULE into CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 08:28:12)
Context
{
"events": [
{
"id": 23405,
"body": "Hi Marie-Agn\u00e8s and Riccardo,\n\nThank you for your patience. Attached is an overview of our services and the agreement for your review.\n\nHave a nice day,\n\nKlemen",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-16T13:01:21.055Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23446,
"body": "Hi Riccardo,",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T08:45:12.070Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23448,
"body": "Awesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T09:03:43.883Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23430,
"body": "Hi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T12:11:50.663Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23414,
"body": "Marie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T22:35:20.244Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
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},
{
"id": 1616,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
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],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-11T12:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23431,
"body": "Hi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
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],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T22:51:15.657Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Calico Biosystems",
"prospects": [
{
"emails": [
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],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
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],
"industry": "",
"description": ""
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
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],
"industry": "",
"description": ""
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
}
Entity
{
"id": 32012,
"deal": {
"id": 539,
"name": "Calico Biosystems",
"owner": 2,
"stage": 6,
"public_id": "4d4d9a0e-73e0-4f3f-a9d4-d9e324a86ab9",
"external_id": "17164079206",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": []
},
"state": "DEFAULT_OR_POSTPONED_REMINDER",
"status": "IN_PROGRESS",
"next_task": null,
"events_hash": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"fingerprint": {
"events": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "bdb952bc0a33b604dc18bb01fa1a156eca9c0d16",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'default_or_postponed_reminder 0 GPT_4' at cost $0.0385 (at 2024-04-08 08:28:12)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the seller should respond according to their default follow-up strategy or whether the buyer requested to postpone the discussions and so the seller should get back to them at a specific time in the future.\n\nBased on these instructions, classify the correspondence into one of the two categories:\n\n* DEFAULT_SCHEDULE - The seller should respond according to their default follow-up strategy as some specific follow-up time is not evident from the discussion.\n* REQUESTED_TO_POSTPONE - The buyer requested to postpone the discussions and so the seller should get back to them at a specific time in the future.\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:28:12.906467."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
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"parameters": {
"type": "object",
"required": [
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],
"properties": {
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"REQUESTED_TO_POSTPONE"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "chatcmpl-9BeeL0WVI3JvHGkptBDFHlBjMiqk9",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1194,
"prompt_tokens": 1104,
"completion_tokens": 90
},
"object": "chat.completion",
"choices": [
{
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"message": {
"role": "assistant",
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"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"DEFAULT_SCHEDULE\",\"explanation\":\"The latest event in the correspondence is an outbound email from Klemen to Riccardo, confirming that the agreement was sent for signature via PandaDoc and asking Riccardo to notify him if the link was not received. There is no request from the buyer to postpone discussions or to follow up at a specific time in the future. Therefore, the seller should proceed according to their default follow-up strategy.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712564893,
"system_fingerprint": "fp_b77cb481ed"
}
END TRANSITION from DEFAULT_OR_POSTPONED_REMINDER with DEFAULT_SCHEDULE into CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 08:28:17)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 08:28:17)
Context
{
"events": [
{
"id": 23405,
"body": "Hi Marie-Agn\u00e8s and Riccardo,\n\nThank you for your patience. Attached is an overview of our services and the agreement for your review.\n\nHave a nice day,\n\nKlemen",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-16T13:01:21.055Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23446,
"body": "Hi Riccardo,",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T08:45:12.070Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23448,
"body": "Awesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T09:03:43.883Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23430,
"body": "Hi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
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],
"full_name": "Marie-Agn\u00e8s Doucey",
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}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T12:11:50.663Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23414,
"body": "Marie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T22:35:20.244Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1616,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-11T12:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23431,
"body": "Hi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T22:51:15.657Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Calico Biosystems",
"prospects": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
}
Entity
{
"id": 32012,
"deal": {
"id": 539,
"name": "Calico Biosystems",
"owner": 2,
"stage": 6,
"public_id": "4d4d9a0e-73e0-4f3f-a9d4-d9e324a86ab9",
"external_id": "17164079206",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": []
},
"state": "DEFAULT_OR_POSTPONED_REMINDER",
"status": "IN_PROGRESS",
"next_task": null,
"events_hash": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"fingerprint": {
"events": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "bdb952bc0a33b604dc18bb01fa1a156eca9c0d16",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0593 (at 2024-04-08 08:28:17)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n* body - The body of the email (the call-to-action). To write a the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:28:17.820838."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "chatcmpl-9BeeQwBrxupZc0GEf9ysN1MLdIKrI",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1854,
"prompt_tokens": 1732,
"completion_tokens": 122
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up: Meetings.bio Agreement Signature\",\"recipients\":[\"riccardo@calicobiosystems.com\"],\"greeting\":\"Hi Riccardo,\",\"opening_line\":\"I hope you've had a great start to your week.\",\"body\":\"Following up on our last communication, I wanted to check if you received the PandaDoc link for the agreement signature. We're keen to move forward and start working together on your campaign. Please let me know if there's anything you need from our end to facilitate this process.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712564898,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'fix_email_body 0 GPT_4' at cost $0.0476 (at 2024-04-08 08:28:24)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: A professional sales email writer wrote this email:\n\n--GREETING--\nHi Riccardo,\n--END OF GREETING--\n\n--OPENING LINE--\nI hope you've had a great start to your week.\n--END OF OPENING LINE--\n\n--BODY--\nFollowing up on our last communication, I wanted to check if you received the PandaDoc link for the agreement signature. We're keen to move forward and start working together on your campaign. Please let me know if there's anything you need from our end to facilitate this process.\n--END OF BODY--\n\n--CLOSING--\nLooking forward to your reply.\n--END OF CLOSING--\n\n--SIGNATURE--\nBest, Klemen\n--END OF SIGNATURE--\n\n-- END OF MESSAGE --\n\nIt is your task to examine the past conversation between the seller Klemen Hrovat and the buyer (prospect) and check the give email's BODY (and only BODY) against the following requirements:\n\n* The email body needs to remind your prospect (buyer) to respond to your last enquiry. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n* Do not mention the date of last communication explicitly, use relative time instead (last week, yesterday, two days ago...). \n* The length of the body should be between 50 and 120 words. Go straight to the point without too much fluff, but keep it kind and polite.\n\nThen, please reformulate this email's BODY so that it will conform to as many of these requirements as possible. Make minimal changes. Modify it only if it clearly violates one of the requirements. If the email body already conforms to the requirements, do not change it and simply copy-paste it to the output.\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 08:28:24.872203."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"fixed_email_body",
"explanation"
],
"properties": {
"explanation": {
"type": "string",
"title": "Explanation"
},
"fixed_email_body": {
"type": "string",
"title": "Fixed email body"
}
}
},
"description": "Reformulated or copied email body that conforms to the given requirements. Keep the changes to the absolute minimum."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "chatcmpl-9BeeX98fFwP0P8GorbRcIChP8f6W3",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1445,
"prompt_tokens": 1304,
"completion_tokens": 141
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"fixed_email_body\":\"Following up on our last communication, I wanted to check if you received the PandaDoc link for the agreement signature. We're keen to move forward and start working together on your campaign. Please let me know if there's anything you need from our end to facilitate this process.\",\"explanation\":\"The original email body already meets the requirements. It reminds the prospect to respond to the last enquiry without mentioning the exact date of the last communication, using \\\"our last communication\\\" as a relative time reference. The length of the body is within the specified range, and it is direct, polite, and to the point, with no unnecessary fluff. Therefore, no changes are needed.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712564905,
"system_fingerprint": "fp_21e53d6942"
}
END ACTION (at 2024-04-08 08:28:31)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 09:30:47)
Context
{
"events": [
{
"id": 23405,
"body": "Hi Marie-Agn\u00e8s and Riccardo,\n\nThank you for your patience. Attached is an overview of our services and the agreement for your review.\n\nHave a nice day,\n\nKlemen",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-16T13:01:21.055Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23446,
"body": "Hi Riccardo,",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T08:45:12.070Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23448,
"body": "Awesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T09:03:43.883Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23430,
"body": "Hi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T12:11:50.663Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23414,
"body": "Marie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T22:35:20.244Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1616,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-11T12:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23431,
"body": "Hi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T22:51:15.657Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Calico Biosystems",
"prospects": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
}
Entity
{
"id": 32012,
"deal": {
"id": 539,
"name": "Calico Biosystems",
"owner": 2,
"stage": 6,
"public_id": "4d4d9a0e-73e0-4f3f-a9d4-d9e324a86ab9",
"external_id": "17164079206",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": []
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 802,
"events_hash": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"fingerprint": {
"events": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "bdb952bc0a33b604dc18bb01fa1a156eca9c0d16",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0613 (at 2024-04-08 09:30:47)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words. Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar corny email openings.\n\n\n* body - The body of the email (the call-to-action). To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:30:47.875738."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "chatcmpl-9BfcuIzMqZft8MdyP2tLQW2iRb8JB",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1915,
"prompt_tokens": 1788,
"completion_tokens": 127
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up on Meetings.bio Agreement Signature\",\"recipients\":[\"riccardo@calicobiosystems.com\"],\"greeting\":\"Hi Riccardo,\",\"opening_line\":\"I wanted to ensure our last communication was received.\",\"body\":\"Following our recent exchange, I sent the agreement for signature via PandaDoc. It's crucial for us to move forward with the campaign planning. Could you please confirm if you've received the link and if there are any questions or further details needed? Your prompt response will greatly assist in keeping the timeline on track.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712568648,
"system_fingerprint": "fp_21e53d6942"
}
--- MODEL INVOCATION 'fix_email_body 0 GPT_4' at cost $0.0471 (at 2024-04-08 09:30:55)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: A professional sales email writer wrote this email:\n\n--GREETING--\nHi Riccardo,\n--END OF GREETING--\n\n--OPENING LINE--\nI wanted to ensure our last communication was received.\n--END OF OPENING LINE--\n\n--BODY--\nFollowing our recent exchange, I sent the agreement for signature via PandaDoc. It's crucial for us to move forward with the campaign planning. Could you please confirm if you've received the link and if there are any questions or further details needed? Your prompt response will greatly assist in keeping the timeline on track.\n--END OF BODY--\n\n--CLOSING--\nLooking forward to your reply.\n--END OF CLOSING--\n\n--SIGNATURE--\nBest, Klemen\n--END OF SIGNATURE--\n\n-- END OF MESSAGE --\n\nIt is your task to examine the past conversation between the seller Klemen Hrovat and the buyer (prospect) and check the give email's BODY (and only BODY) against the following requirements:\n\n* The email body needs to remind your prospect (buyer) to respond to your last enquiry. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n* Do not mention the date of last communication explicitly, use relative time instead (last week, yesterday, two days ago...). \n* The length of the body should be between 50 and 120 words. Go straight to the point without too much fluff, but keep it kind and polite.\n\nThen, please reformulate this email's BODY so that it will conform to as many of these requirements as possible. Make minimal changes. Modify it only if it clearly violates one of the requirements. If the email body already conforms to the requirements, do not change it and simply copy-paste it to the output.\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:30:55.128405."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
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"parameters": {
"type": "object",
"required": [
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"properties": {
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"type": "string",
"title": "Explanation"
},
"fixed_email_body": {
"type": "string",
"title": "Fixed email body"
}
}
},
"description": "Reformulated or copied email body that conforms to the given requirements. Keep the changes to the absolute minimum."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
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}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "chatcmpl-9Bfd1COttNFMEjUO1iAQGcKKVmyAm",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1439,
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"object": "chat.completion",
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"function_call": {
"name": "format_response",
"arguments": "{\"fixed_email_body\":\"Following our recent exchange, I sent the agreement for signature via PandaDoc. It's crucial for us to move forward with the campaign planning. Could you please confirm if you've received the link and if there are any questions or further details needed? Your prompt response will greatly assist in keeping the timeline on track.\",\"explanation\":\"The original email body already meets the requirements. It reminds the prospect to respond to the last enquiry without mentioning the exact date of the last communication, using \\\"recent exchange\\\" instead. The length of the body is within the specified range, and it is direct, polite, and to the point.\"}"
}
},
"logprobs": null,
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],
"created": 1712568655,
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END ACTION (at 2024-04-08 09:31:00)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 09:43:36)
Context
{
"events": [
{
"id": 23405,
"body": "Hi Marie-Agn\u00e8s and Riccardo,\n\nThank you for your patience. Attached is an overview of our services and the agreement for your review.\n\nHave a nice day,\n\nKlemen",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-16T13:01:21.055Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23446,
"body": "Hi Riccardo,",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T08:45:12.070Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23448,
"body": "Awesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T09:03:43.883Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23430,
"body": "Hi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T12:11:50.663Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23414,
"body": "Marie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T22:35:20.244Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1616,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-11T12:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23431,
"body": "Hi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T22:51:15.657Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Calico Biosystems",
"prospects": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
}
Entity
{
"id": 32012,
"deal": {
"id": 539,
"name": "Calico Biosystems",
"owner": 2,
"stage": 6,
"public_id": "4d4d9a0e-73e0-4f3f-a9d4-d9e324a86ab9",
"external_id": "17164079206",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": []
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 828,
"events_hash": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"fingerprint": {
"events": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "bdb952bc0a33b604dc18bb01fa1a156eca9c0d16",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0622 (at 2024-04-08 09:43:36)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words. Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar corny email openings.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\". Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:43:36.592844."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "chatcmpl-9BfpJn81cotCY16jD7J7XzFA7GoLa",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1942,
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"completion_tokens": 133
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"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
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"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up: Meetings.bio Agreement Signature\",\"recipients\":[\"riccardo@calicobiosystems.com\"],\"greeting\":\"Hi Riccardo,\",\"opening_line\":\"I'm reaching out to ensure everything is clear regarding the PandaDoc link.\",\"body\":\"Since sending the agreement for signature via PandaDoc, I wanted to check in to see if you've had a chance to review and sign it. It's crucial for us to move forward with the planned campaign for Calico Biosystems. Please let me know if there are any questions or if further assistance is needed.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712569417,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'fix_email_body 0 GPT_4' at cost $0.0484 (at 2024-04-08 09:43:43)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: A professional sales email writer wrote this email:\n\n--GREETING--\nHi Riccardo,\n--END OF GREETING--\n\n--OPENING LINE--\nI'm reaching out to ensure everything is clear regarding the PandaDoc link.\n--END OF OPENING LINE--\n\n--BODY--\nSince sending the agreement for signature via PandaDoc, I wanted to check in to see if you've had a chance to review and sign it. It's crucial for us to move forward with the planned campaign for Calico Biosystems. Please let me know if there are any questions or if further assistance is needed.\n--END OF BODY--\n\n--CLOSING--\nLooking forward to your reply.\n--END OF CLOSING--\n\n--SIGNATURE--\nBest, Klemen\n--END OF SIGNATURE--\n\n-- END OF MESSAGE --\n\nIt is your task to examine the past conversation between the seller Klemen Hrovat and the buyer (prospect) and check the give email's BODY (and only BODY) against the following requirements:\n\n* The email body needs to remind your prospect (buyer) to respond to your last enquiry. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n* Do not mention the date of last communication explicitly, use relative time instead (last week, yesterday, two days ago...). \n* The length of the body should be between 50 and 120 words. Go straight to the point without too much fluff, but keep it kind and polite.\n\nThen, please reformulate this email's BODY so that it will conform to as many of these requirements as possible. Make minimal changes. Modify it only if it clearly violates one of the requirements. If the email body already conforms to the requirements, do not change it and simply copy-paste it to the output.\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:43:42.999453."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
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"explanation"
],
"properties": {
"explanation": {
"type": "string",
"title": "Explanation"
},
"fixed_email_body": {
"type": "string",
"title": "Fixed email body"
}
}
},
"description": "Reformulated or copied email body that conforms to the given requirements. Keep the changes to the absolute minimum."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
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"model": "gpt-4-0125-preview",
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"object": "chat.completion",
"choices": [
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}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712569423,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 09:43:51)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 09:52:09)
Context
{
"events": [
{
"id": 23405,
"body": "Hi Marie-Agn\u00e8s and Riccardo,\n\nThank you for your patience. Attached is an overview of our services and the agreement for your review.\n\nHave a nice day,\n\nKlemen",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
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}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-16T13:01:21.055Z",
"message_id": null,
"recipients": [],
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"bcc_recipients": []
},
{
"id": 23446,
"body": "Hi Riccardo,",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T08:45:12.070Z",
"message_id": null,
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},
{
"id": 23448,
"body": "Awesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
},
{
"emails": [
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],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T09:03:43.883Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23430,
"body": "Hi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T12:11:50.663Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23414,
"body": "Marie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T22:35:20.244Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1616,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-11T12:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23431,
"body": "Hi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T22:51:15.657Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Calico Biosystems",
"prospects": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
}
Entity
{
"id": 32012,
"deal": {
"id": 539,
"name": "Calico Biosystems",
"owner": 2,
"stage": 6,
"public_id": "4d4d9a0e-73e0-4f3f-a9d4-d9e324a86ab9",
"external_id": "17164079206",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": []
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 852,
"events_hash": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"fingerprint": {
"events": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "bdb952bc0a33b604dc18bb01fa1a156eca9c0d16",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0617 (at 2024-04-08 09:52:09)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words. Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar corny email openings.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:52:09.794296."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
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"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "chatcmpl-9BfxaQit7Yq7sQfq9654YtYDTOaKB",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1936,
"prompt_tokens": 1814,
"completion_tokens": 122
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up on Meetings.bio Agreement Signature\",\"recipients\":[\"riccardo@calicobiosystems.com\"],\"greeting\":\"Hi Riccardo,\",\"opening_line\":\"I wanted to ensure our last communication was received smoothly.\",\"body\":\"It appears the agreement sent via PandaDoc for signature might still be pending. We're keen to move forward and assist Calico Biosystems in achieving its goals. Could you please check if the document has reached you? Your prompt action will greatly help in initiating the campaign as planned.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712569930,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'fix_email_body 0 GPT_4' at cost $0.0472 (at 2024-04-08 09:52:16)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: A professional sales email writer wrote this email:\n\n--GREETING--\nHi Riccardo,\n--END OF GREETING--\n\n--OPENING LINE--\nI wanted to ensure our last communication was received smoothly.\n--END OF OPENING LINE--\n\n--BODY--\nIt appears the agreement sent via PandaDoc for signature might still be pending. We're keen to move forward and assist Calico Biosystems in achieving its goals. Could you please check if the document has reached you? Your prompt action will greatly help in initiating the campaign as planned.\n--END OF BODY--\n\n--CLOSING--\nLooking forward to your reply.\n--END OF CLOSING--\n\n--SIGNATURE--\nBest, Klemen\n--END OF SIGNATURE--\n\n-- END OF MESSAGE --\n\nIt is your task to examine the past conversation between the seller Klemen Hrovat and the buyer (prospect) and check the give email's BODY (and only BODY) against the following requirements:\n\n* The email body needs to remind your prospect (buyer) to respond to your last enquiry. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n* Do not mention the date of last communication explicitly, use relative time instead (last week, yesterday, two days ago...). \n* The length of the body should be between 50 and 120 words. Go straight to the point without too much fluff, but keep it kind and polite.\n\nThen, please reformulate this email's BODY so that it will conform to as many of these requirements as possible. Make minimal changes. Modify it only if it clearly violates one of the requirements. If the email body already conforms to the requirements, do not change it and simply copy-paste it to the output.\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 09:52:16.461624."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"fixed_email_body",
"explanation"
],
"properties": {
"explanation": {
"type": "string",
"title": "Explanation"
},
"fixed_email_body": {
"type": "string",
"title": "Fixed email body"
}
}
},
"description": "Reformulated or copied email body that conforms to the given requirements. Keep the changes to the absolute minimum."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "chatcmpl-9BfxgIvOL5zpJNAbw4u8vjvJaeJSr",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1439,
"prompt_tokens": 1304,
"completion_tokens": 135
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\n \"fixed_email_body\": \"It appears the agreement sent via PandaDoc for signature might still be pending. We're keen to move forward and assist Calico Biosystems in achieving its goals. Could you please check if the document has reached you? Your prompt action will greatly help in initiating the campaign as planned.\",\n \"explanation\": \"The original email body already meets the requirements. It reminds the prospect to respond to the last enquiry without mentioning the exact date of the last communication, using 'might still be pending' to imply recent communication. The length of the body is within the specified range, and it is direct, polite, and to the point.\"\n}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712569936,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 09:52:27)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 10:08:13)
Context
{
"events": [
{
"id": 23405,
"body": "Hi Marie-Agn\u00e8s and Riccardo,\n\nThank you for your patience. Attached is an overview of our services and the agreement for your review.\n\nHave a nice day,\n\nKlemen",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-16T13:01:21.055Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23446,
"body": "Hi Riccardo,",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T08:45:12.070Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23448,
"body": "Awesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T09:03:43.883Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23430,
"body": "Hi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T12:11:50.663Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23414,
"body": "Marie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T22:35:20.244Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1616,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-11T12:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23431,
"body": "Hi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T22:51:15.657Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Calico Biosystems",
"prospects": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
}
Entity
{
"id": 32012,
"deal": {
"id": 539,
"name": "Calico Biosystems",
"owner": 2,
"stage": 6,
"public_id": "4d4d9a0e-73e0-4f3f-a9d4-d9e324a86ab9",
"external_id": "17164079206",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": []
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 868,
"events_hash": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"fingerprint": {
"events": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
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"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0607 (at 2024-04-08 10:08:13)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 10:08:13.324029."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "chatcmpl-9BgD7Ay85l7ds3HXTda5P5KWemP9j",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1896,
"prompt_tokens": 1768,
"completion_tokens": 128
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-up on the Meetings.bio Agreement\",\"recipients\":[\"riccardo@calicobiosystems.com\"],\"greeting\":\"Hi Riccardo,\",\"opening_line\":\"I hope you've had a chance to review the PandaDoc link.\",\"body\":\"It's been a while since I sent the agreement for signature via PandaDoc. Could you please confirm if you've received the link and if there are any questions or further details needed from our side? We're keen to move forward and assist you in achieving your goals with Calico Biosystems.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712570893,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 10:08:18)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 10:45:27)
Context
{
"events": [
{
"id": 23405,
"body": "Hi Marie-Agn\u00e8s and Riccardo,\n\nThank you for your patience. Attached is an overview of our services and the agreement for your review.\n\nHave a nice day,\n\nKlemen",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-16T13:01:21.055Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23446,
"body": "Hi Riccardo,",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T08:45:12.070Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23448,
"body": "Awesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T09:03:43.883Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23430,
"body": "Hi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T12:11:50.663Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23414,
"body": "Marie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T22:35:20.244Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1616,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-11T12:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23431,
"body": "Hi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T22:51:15.657Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Calico Biosystems",
"prospects": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
}
Entity
{
"id": 32012,
"deal": {
"id": 539,
"name": "Calico Biosystems",
"owner": 2,
"stage": 6,
"public_id": "4d4d9a0e-73e0-4f3f-a9d4-d9e324a86ab9",
"external_id": "17164079206",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": []
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 907,
"events_hash": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"fingerprint": {
"events": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "bdb952bc0a33b604dc18bb01fa1a156eca9c0d16",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0605 (at 2024-04-08 10:45:27)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 10:45:27.200147."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "chatcmpl-9Bgn9VUMnigofyCxFWzZ4iEsPuL7L",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1892,
"prompt_tokens": 1768,
"completion_tokens": 124
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up on PandaDoc Signature for Meetings.bio Agreement\",\"recipients\":[\"riccardo@calicobiosystems.com\"],\"greeting\":\"Hi Riccardo,\",\"opening_line\":\"I hope you're doing well since our last interaction.\",\"body\":\"We sent the agreement for signature via PandaDoc a while ago and wanted to ensure you received the link. It's crucial for us to move forward with the campaign planning as discussed. Please check your inbox or spam folder and let us know if there are any issues or questions.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712573127,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 10:45:37)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 11:06:23)
Context
{
"events": [
{
"id": 23405,
"body": "Hi Marie-Agn\u00e8s and Riccardo,\n\nThank you for your patience. Attached is an overview of our services and the agreement for your review.\n\nHave a nice day,\n\nKlemen",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-16T13:01:21.055Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23446,
"body": "Hi Riccardo,",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T08:45:12.070Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23448,
"body": "Awesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T09:03:43.883Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23430,
"body": "Hi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T12:11:50.663Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23414,
"body": "Marie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T22:35:20.244Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1616,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-11T12:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23431,
"body": "Hi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T22:51:15.657Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Calico Biosystems",
"prospects": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
}
Entity
{
"id": 32012,
"deal": {
"id": 539,
"name": "Calico Biosystems",
"owner": 2,
"stage": 6,
"public_id": "4d4d9a0e-73e0-4f3f-a9d4-d9e324a86ab9",
"external_id": "17164079206",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": []
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 932,
"events_hash": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"fingerprint": {
"events": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "bdb952bc0a33b604dc18bb01fa1a156eca9c0d16",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0605 (at 2024-04-08 11:06:23)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 11:06:23.080781."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
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"functions": [
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}
],
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
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"model": "gpt-4-0125-preview",
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"choices": [
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"arguments": "{\"subject_line\":\"Follow-Up: Meetings.bio Agreement Signature\",\"recipients\":[\"riccardo@calicobiosystems.com\"],\"greeting\":\"Hi Riccardo,\",\"opening_line\":\"I hope you've had a great start to your week.\",\"body\":\"We sent the agreement for signature via PandaDoc a while ago and wanted to ensure it didn't miss your attention. Could you please check and let us know if there are any issues or if you need further assistance? Your prompt response will greatly help us move forward with the planned activities.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
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],
"created": 1712574383,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 11:06:29)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 11:16:57)
Context
{
"events": [
{
"id": 23405,
"body": "Hi Marie-Agn\u00e8s and Riccardo,\n\nThank you for your patience. Attached is an overview of our services and the agreement for your review.\n\nHave a nice day,\n\nKlemen",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-16T13:01:21.055Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23446,
"body": "Hi Riccardo,",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T08:45:12.070Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23448,
"body": "Awesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T09:03:43.883Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23430,
"body": "Hi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T12:11:50.663Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23414,
"body": "Marie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T22:35:20.244Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1616,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-11T12:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23431,
"body": "Hi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T22:51:15.657Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Calico Biosystems",
"prospects": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
}
Entity
{
"id": 32012,
"deal": {
"id": 539,
"name": "Calico Biosystems",
"owner": 2,
"stage": 6,
"public_id": "4d4d9a0e-73e0-4f3f-a9d4-d9e324a86ab9",
"external_id": "17164079206",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": []
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 945,
"events_hash": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"fingerprint": {
"events": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "bdb952bc0a33b604dc18bb01fa1a156eca9c0d16",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0610 (at 2024-04-08 11:16:57)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 11:16:57.351223."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
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"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
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"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
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"arguments": "{\"subject_line\":\"Follow-Up: Meetings.bio Agreement Signature\",\"recipients\":[\"riccardo@calicobiosystems.com\"],\"greeting\":\"Hi Riccardo,\",\"opening_line\":\"I hope you're doing well since our last interaction.\",\"body\":\"I noticed we haven't finalized the agreement process that was initiated via PandaDoc. It's crucial for us to move forward with the campaign planning and execution. Could you please check if you received the PandaDoc link and let us know if there are any issues or questions? Your prompt response will greatly help in keeping the timeline on track.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
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END ACTION (at 2024-04-08 11:17:02)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 11:44:36)
Context
{
"events": [
{
"id": 23405,
"body": "Hi Marie-Agn\u00e8s and Riccardo,\n\nThank you for your patience. Attached is an overview of our services and the agreement for your review.\n\nHave a nice day,\n\nKlemen",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
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],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-16T13:01:21.055Z",
"message_id": null,
"recipients": [],
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"bcc_recipients": []
},
{
"id": 23446,
"body": "Hi Riccardo,",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T08:45:12.070Z",
"message_id": null,
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},
{
"id": 23448,
"body": "Awesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T09:03:43.883Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
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},
{
"id": 23430,
"body": "Hi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
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],
"full_name": "Marie-Agn\u00e8s Doucey",
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],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T12:11:50.663Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23414,
"body": "Marie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T22:35:20.244Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1616,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-11T12:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23431,
"body": "Hi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T22:51:15.657Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
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}
],
"offering": null,
"deal_name": "Calico Biosystems",
"prospects": [
{
"emails": [
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],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
}
Entity
{
"id": 32012,
"deal": {
"id": 539,
"name": "Calico Biosystems",
"owner": 2,
"stage": 6,
"public_id": "4d4d9a0e-73e0-4f3f-a9d4-d9e324a86ab9",
"external_id": "17164079206",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": []
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 971,
"events_hash": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"fingerprint": {
"events": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "bdb952bc0a33b604dc18bb01fa1a156eca9c0d16",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0607 (at 2024-04-08 11:44:36)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 11:44:36.024171."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
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"signature": {
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},
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"items": {
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},
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},
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},
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}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
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}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "chatcmpl-9BhiOTo86zpBgOdQAXWZrABD8eqNY",
"model": "gpt-4-0125-preview",
"usage": {
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"completion_tokens": 127
},
"object": "chat.completion",
"choices": [
{
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"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up on PandaDoc Signature Request\",\"recipients\":[\"riccardo@calicobiosystems.com\"],\"greeting\":\"Hi Riccardo,\",\"opening_line\":\"I hope you've had a great start to your week.\",\"body\":\"We sent the agreement for signature via PandaDoc a little over two months ago and wanted to ensure you received the link. It's crucial for us to move forward with the campaign planning as discussed. Please check your inbox, and if you haven't received it, I'll resend the link right away.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
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}
],
"created": 1712576676,
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}
END ACTION (at 2024-04-08 11:44:42)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-10 08:26:16)
Context
{
"events": [
{
"id": 23405,
"body": "Hi Marie-Agn\u00e8s and Riccardo,\n\nThank you for your patience. Attached is an overview of our services and the agreement for your review.\n\nHave a nice day,\n\nKlemen",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-16T13:01:21.055Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23446,
"body": "Hi Riccardo,",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T08:45:12.070Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23448,
"body": "Awesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T09:03:43.883Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23430,
"body": "Hi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T12:11:50.663Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23414,
"body": "Marie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T22:35:20.244Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1616,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-11T12:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23431,
"body": "Hi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T22:51:15.657Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Calico Biosystems",
"prospects": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
}
Entity
{
"id": 32012,
"deal": {
"id": 539,
"name": "Calico Biosystems",
"owner": 2,
"stage": 6,
"public_id": "4d4d9a0e-73e0-4f3f-a9d4-d9e324a86ab9",
"external_id": "17164079206",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": []
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 997,
"events_hash": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"fingerprint": {
"events": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "bdb952bc0a33b604dc18bb01fa1a156eca9c0d16",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0000 (at 2024-04-10 08:26:16)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-10 08:26:16.704511."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "msg_01XWrqWxy6WLDpHX9gAZBiDg",
"model": "claude-3-sonnet-20240229",
"usage": {
"total_tokens": 2457,
"prompt_tokens": 2162,
"completion_tokens": 295
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\": \"Following up on Meetings.bio agreement\", \"recipients\": [\"riccardo@calicobiosystems.com\"], \"greeting\": \"Hi Riccardo,\", \"opening_line\": \"I wanted to follow up regarding the Meetings.bio agreement you received a couple of weeks ago.\", \"body\": \"We haven't received the signed copy back from you yet. I want to reiterate how excited we are to work with Calico Biosystems and help you connect with more customers in the oncology space. Please let me know if you need any clarification or have any other questions about the agreement. I'm happy to walk through it with you.\", \"closing\": \"Looking forward to your response.\", \"signature\": \"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712737584
}
END ACTION (at 2024-04-10 08:26:24)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-10 08:35:21)
Context
{
"events": [
{
"id": 23405,
"body": "Hi Marie-Agn\u00e8s and Riccardo,\n\nThank you for your patience. Attached is an overview of our services and the agreement for your review.\n\nHave a nice day,\n\nKlemen",
"type": "email",
"title": "Front: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-16T13:01:21.055Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23446,
"body": "Hi Riccardo,",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T08:45:12.070Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23448,
"body": "Awesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
},
{
"emails": [
"urska.rauter@meetings.bio"
],
"full_name": "Urska TEST",
"last_name": "TEST",
"first_name": "Urska",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T09:03:43.883Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23430,
"body": "Hi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T12:11:50.663Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23414,
"body": "Marie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T22:35:20.244Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1616,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-11T12:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23431,
"body": "Hi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.",
"type": "email",
"title": "Front: Re: Meetings.bio agreement",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-29T22:51:15.657Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Calico Biosystems",
"prospects": [
{
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"marieagnes.doucey@calicobiosystems.com"
],
"full_name": "Marie-Agn\u00e8s Doucey",
"last_name": "Doucey",
"first_name": "Marie-Agn\u00e8s",
"organizations": [
{
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Calico Biosystems",
"domains": [
"calicobiosystems.com"
],
"industry": "",
"description": ""
}
}
Entity
{
"id": 32012,
"deal": {
"id": 539,
"name": "Calico Biosystems",
"owner": 2,
"stage": 6,
"public_id": "4d4d9a0e-73e0-4f3f-a9d4-d9e324a86ab9",
"external_id": "17164079206",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": []
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 1027,
"events_hash": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"fingerprint": {
"events": "a35dbd385b06bdbc3f3860e12dda8e47b7d7050f",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "bdb952bc0a33b604dc18bb01fa1a156eca9c0d16",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0000 (at 2024-04-10 08:35:21)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-10 08:35:21.786958."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-02 09:03:43.883000+00:00\n\nBODY:\n\nAwesome, thanks.\n\nWelcome aboard, we are excited to start working with you. My colleague Ur\u0161ka will follow up with the next steps soon.\n\nHave a nice weekend,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 12:11:50.663000+00:00\n\nBODY:\n\nHi Riccardo,\n\nNice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?\n\nIf you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:35:20.244000+00:00\n\nBODY:\n\nMarie-Agn\u00e8s and Riccardo,\n\nDid you manage to review the agreement? Is there anything I can help you with?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-11 12:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Meetings.bio agreement\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-29 22:51:15.657000+00:00\n\nBODY:\n\nHi Riccardo,\n\nThanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Calico Biosystems\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Marie-Agn\u00e8s Doucey\nPROSPECT COMPANY: Calico Biosystems"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-02-02 09:03:43.883000+00:00
BODY:
Awesome, thanks.
Welcome aboard, we are excited to start working with you. My colleague Urška will follow up with the next steps soon.
Have a nice weekend,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 12:11:50.663000+00:00
BODY:
Hi Riccardo,
Nice to hear from you. In terms of the timeline, it typically takes us about a month after we have the agreement in place to initiate the campaign. How does that align with your expectations?
If you send me the agreement with your company details, I can send it fo eSignature via PandaDoc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:35:20.244000+00:00
BODY:
Marie-Agnès and Riccardo,
Did you manage to review the agreement? Is there anything I can help you with?
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-11 12:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/81330341118?pwd=eHJWcmg4OVBDanV4YVJJcVIzQ05Udz09</br></br><strong>Contact's Time Zone: </strong>Central European Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Calico Biosystems is a service provider in Oncology that tests and predicts the efficacy of cancer therapeutics on patient tumor specimens. We are looking for an effective approach to gain customers and would like to understand better how your services can help us.</br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Meetings.bio agreement
SENDERS: klemen@meetings.bio
TIME: 2024-01-29 22:51:15.657000+00:00
BODY:
Hi Riccardo,
Thanks, I just sent it for signature via PandaDoc. Let me know in case you didn't get the link.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Calico Biosystems
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Marie-Agnès Doucey
PROSPECT COMPANY: Calico Biosystems
Response
{
"id": "msg_01LuLmwE142YbMWY1wLK6UwW",
"model": "claude-3-sonnet-20240229",
"usage": {
"total_tokens": 2472,
"prompt_tokens": 2162,
"completion_tokens": 310
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\": \"Following up on Meetings.bio agreement\", \"recipients\": [\"marie-agnes@calicobiosystems.com\", \"riccardo@calicobiosystems.com\"], \"greeting\": \"Hi Marie-Agn\\u00e8s and Riccardo,\", \"opening_line\": \"I wanted to follow up regarding the Meetings.bio agreement I sent a few weeks ago.\", \"body\": \"It looks like the agreement is still pending signature on your end. As mentioned previously, once we have the agreement finalized, it will take around a month to kick off the marketing campaign. Please let me know if you need any clarification or have any other questions about the agreement or process. I'm happy to hop on a quick call as well.\", \"closing\": \"I look forward to hearing from you soon.\", \"signature\": \"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712738132
}
END ACTION (at 2024-04-10 08:35:32)