BEGIN TRANSITION from PIPELINE_STAGE with CONVERSATION_ONGOING into REPLY_OR_REMINDER (at 2024-04-08 08:03:10)
Context
{
"events": [
{
"id": 1628,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T21:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23428,
"body": "David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen",
"type": "email",
"title": "Front: David Sloan, PhD and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-26T06:52:10Z",
"message_id": null,
"recipients": [
"dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23471,
"body": "Hi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.",
"type": "email",
"title": "Front: Meetings.bio discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T22:05:14.654Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "RedShiftBio",
"prospects": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
},
"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": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
}
Entity
{
"id": 32021,
"deal": {
"id": 548,
"name": "RedShiftBio",
"owner": 2,
"stage": 5,
"public_id": "f267d6a4-f8ea-49fc-a714-b09c12572479",
"external_id": "17166562602",
"last_modified_in_crm": null
},
"vars": null,
"state": null,
"status": "INITIATED",
"next_task": null,
"events_hash": null,
"fingerprint": null,
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}
--- MODEL INVOCATION 'pipeline_stage 0 GPT_4' at cost $0.0588 (at 2024-04-08 08:03:10)
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 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 08:03:10.056906."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"LEAD",
"EXPLORATORY",
"PROPOSAL",
"CLOSING",
"NOT_NOW",
"CLOSED_WON",
"CLOSED_LOST"
],
"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
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
"id": "chatcmpl-9BeG6MJ4rHjegAxXjQt3xOCCsZJ7E",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1825,
"prompt_tokens": 1689,
"completion_tokens": 136
},
"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 because there is a clear indication that a written proposal has been delivered to the buyer. This is evidenced by the last email sent by Klemen to David and Marisa, where Klemen thanks them for their time and mentions that an overview of their standard process and business model is attached for their reference. This attachment likely contains sufficient information about the offering, allowing the buyer to move forward with closing. There is no indication that the buyer does not want to proceed or that it is bad timing, and there is no indication that an agreement has been delivered or signed by the buyer yet.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712563390,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_lead 0 GPT_4' at cost $0.0406 (at 2024-04-08 08:03:17)
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: 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 08:03:17.232854."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
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"explanation"
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"properties": {
"category": {
"enum": [
"YES",
"NO"
],
"type": "string",
"title": "Category"
},
"explanation": {
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"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
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"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
"id": "chatcmpl-9BeGDmzwtdpZDtXUwHirDQXp262nX",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1216,
"prompt_tokens": 1078,
"completion_tokens": 138
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"NO\",\"explanation\":\"The deal does not fulfill the given requirements because a meeting was indeed scheduled and took place between the seller, Klemen Hrovat, and the buyer, David Sloan, as indicated by the email sent on 2024-02-12 22:05:14.654000, where Klemen thanks David for his time and mentions it was a pleasure talking to him and Marisa. Additionally, there is an indication that sufficient information about the offering was delivered to the buyer, as Klemen attached an overview of their standard process and business model for David's reference. These points indicate that the deal has progressed beyond the initial lead stage.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712563397,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'pipeline_stage_exploratory 0 GPT_4' at cost $0.0384 (at 2024-04-08 08:03:25)
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 08:03:25.749024."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
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"enum": [
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"NO"
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"type": "string",
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}
}
],
"max_tokens": 1500,
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Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
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"created": 1712563405,
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}
--- MODEL INVOCATION 'pipeline_stage_proposal 0 GPT_4' at cost $0.0391 (at 2024-04-08 08:03:30)
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 08:03:30.309438."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"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": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
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"logprobs": null,
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"created": 1712563410,
"system_fingerprint": "fp_b77cb481ed"
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--- MODEL INVOCATION 'pipeline_stage_closing 0 GPT_4' at cost $0.0397 (at 2024-04-08 08:03:37)
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 08:03:37.445574."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
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}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
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"model": "gpt-4-0125-preview",
"usage": {
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}
},
"logprobs": null,
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"created": 1712563417,
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--- MODEL INVOCATION 'pipeline_stage_not_now 0 GPT_4' at cost $0.0387 (at 2024-04-08 08:03:44)
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 08:03:44.233826."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
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"functions": [
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}
}
],
"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: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
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"created": 1712563427,
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}
--- MODEL INVOCATION 'pipeline_stage_closed_won 0 GPT_4' at cost $0.0367 (at 2024-04-08 08:03:54)
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 08:03:54.463052."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"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": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
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"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1135,
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}
},
"logprobs": null,
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"created": 1712563435,
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--- MODEL INVOCATION 'pipeline_stage_closed_lost 0 GPT_4' at cost $0.0371 (at 2024-04-08 08:03:59)
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 08:03:59.707625."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
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"parameters": {
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"NO"
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}
}
],
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Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
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}
},
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],
"created": 1712563439,
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END TRANSITION from PIPELINE_STAGE with CONVERSATION_ONGOING into REPLY_OR_REMINDER (at 2024-04-08 08:04:04)
BEGIN TRANSITION from REPLY_OR_REMINDER with REMINDER into DEFAULT_OR_POSTPONED_REMINDER (at 2024-04-08 08:21:27)
Context
{
"events": [
{
"id": 1628,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
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],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T21:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23428,
"body": "David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen",
"type": "email",
"title": "Front: David Sloan, PhD and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-26T06:52:10Z",
"message_id": null,
"recipients": [
"dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23471,
"body": "Hi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.",
"type": "email",
"title": "Front: Meetings.bio discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T22:05:14.654Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "RedShiftBio",
"prospects": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
},
"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": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
}
Entity
{
"id": 32021,
"deal": {
"id": 548,
"name": "RedShiftBio",
"owner": 2,
"stage": 5,
"public_id": "f267d6a4-f8ea-49fc-a714-b09c12572479",
"external_id": "17166562602",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "REPLY_OR_REMINDER",
"status": "IN_PROGRESS",
"next_task": null,
"events_hash": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"fingerprint": {
"events": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "cf51706d87bb732b18d7adfa857591a7caac7623",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'reply_or_reminder 0 GPT_4' at cost $0.0443 (at 2024-04-08 08:21:27)
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: 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 08:21:27.531453."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"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"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
"id": "chatcmpl-9BeXnP04aHLe3mi263jESzRGHfEhT",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1339,
"prompt_tokens": 1202,
"completion_tokens": 137
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"REMINDER\",\"explanation\":\"The last event in the correspondence is an outbound email from the seller, Klemen Hrovat, to the buyer, David Sloan, following up after a meeting. In this email, Klemen thanks David for the meeting, shares an overview of their standard process and business model, and asks if David has any questions. Since this email is from the seller and it ends with a prompt for the buyer to respond if they have any questions, the seller should now wait for a response from the buyer. Therefore, the next action for the seller should be to schedule a kind REMINDER, as they are awaiting a response from the buyer.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712564487,
"system_fingerprint": "fp_b77cb481ed"
}
END TRANSITION from REPLY_OR_REMINDER with REMINDER into DEFAULT_OR_POSTPONED_REMINDER (at 2024-04-08 08:21:34)
BEGIN TRANSITION from DEFAULT_OR_POSTPONED_REMINDER with DEFAULT_SCHEDULE into CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 08:27:50)
Context
{
"events": [
{
"id": 1628,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T21:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23428,
"body": "David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen",
"type": "email",
"title": "Front: David Sloan, PhD and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-26T06:52:10Z",
"message_id": null,
"recipients": [
"dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23471,
"body": "Hi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.",
"type": "email",
"title": "Front: Meetings.bio discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T22:05:14.654Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "RedShiftBio",
"prospects": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
},
"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": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
}
Entity
{
"id": 32021,
"deal": {
"id": 548,
"name": "RedShiftBio",
"owner": 2,
"stage": 5,
"public_id": "f267d6a4-f8ea-49fc-a714-b09c12572479",
"external_id": "17166562602",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "DEFAULT_OR_POSTPONED_REMINDER",
"status": "IN_PROGRESS",
"next_task": null,
"events_hash": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"fingerprint": {
"events": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "cf51706d87bb732b18d7adfa857591a7caac7623",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'default_or_postponed_reminder 0 GPT_4' at cost $0.0354 (at 2024-04-08 08:27:50)
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 08:27:50.106927."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"DEFAULT_SCHEDULE",
"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: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
"id": "chatcmpl-9BedyV3X0GMaVGJsGGSUl8PZQpilu",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1098,
"prompt_tokens": 1016,
"completion_tokens": 82
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"DEFAULT_SCHEDULE\",\"explanation\":\"The last event in the correspondence is an email from Klemen to David Sloan, thanking him for his time and providing an overview of their standard process and business model. There is no mention or request from the buyer to postpone further discussions or to schedule a follow-up at a specific future time. Therefore, the seller should proceed according to their default follow-up strategy.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712564870,
"system_fingerprint": "fp_b77cb481ed"
}
END TRANSITION from DEFAULT_OR_POSTPONED_REMINDER with DEFAULT_SCHEDULE into CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 08:27:55)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 08:27:55)
Context
{
"events": [
{
"id": 1628,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T21:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23428,
"body": "David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen",
"type": "email",
"title": "Front: David Sloan, PhD and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-26T06:52:10Z",
"message_id": null,
"recipients": [
"dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23471,
"body": "Hi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.",
"type": "email",
"title": "Front: Meetings.bio discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T22:05:14.654Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "RedShiftBio",
"prospects": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
},
"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": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
}
Entity
{
"id": 32021,
"deal": {
"id": 548,
"name": "RedShiftBio",
"owner": 2,
"stage": 5,
"public_id": "f267d6a4-f8ea-49fc-a714-b09c12572479",
"external_id": "17166562602",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "DEFAULT_OR_POSTPONED_REMINDER",
"status": "IN_PROGRESS",
"next_task": null,
"events_hash": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"fingerprint": {
"events": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "cf51706d87bb732b18d7adfa857591a7caac7623",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0579 (at 2024-04-08 08:27:55)
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: 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 08:27:55.095458."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"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: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
"id": "chatcmpl-9Bee3mDHaGkdji3Z2T40DEyGMc1Ln",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1787,
"prompt_tokens": 1644,
"completion_tokens": 143
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up: Next Steps with Meetings.bio\",\"recipients\":[\"dsloan@redshiftbio.com\"],\"greeting\":\"Hi David,\",\"opening_line\":\"I'm reaching out to follow up on our last conversation.\",\"body\":\"Since our discussion, I've been eagerly awaiting your thoughts or any questions you might have regarding our standard process and business model. Our goal is to ensure a seamless partnership that aligns with RedShiftBio's needs, especially in the absence of an inside sales team. Your feedback is crucial for us to move forward and tailor our services to best support your biopharma discovery and bioprocess analytics.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712564875,
"system_fingerprint": "fp_54b778f7c8"
}
--- MODEL INVOCATION 'fix_email_body 0 GPT_4' at cost $0.0496 (at 2024-04-08 08:28:02)
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 David,\n--END OF GREETING--\n\n--OPENING LINE--\nI'm reaching out to follow up on our last conversation.\n--END OF OPENING LINE--\n\n--BODY--\nSince our discussion, I've been eagerly awaiting your thoughts or any questions you might have regarding our standard process and business model. Our goal is to ensure a seamless partnership that aligns with RedShiftBio's needs, especially in the absence of an inside sales team. Your feedback is crucial for us to move forward and tailor our services to best support your biopharma discovery and bioprocess analytics.\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 08:28:02.408049."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"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: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
"id": "chatcmpl-9BeeAE0Ygmcr8vUrPSR8H86NhmXDO",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1446,
"prompt_tokens": 1239,
"completion_tokens": 207
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"fixed_email_body\":\"Since our discussion in February, I've been eagerly awaiting your thoughts or any questions you might have regarding our standard process and business model. Our goal is to ensure a seamless partnership that aligns with RedShiftBio's needs, especially in the absence of an inside sales team. Your feedback is crucial for us to move forward and tailor our services to best support your biopharma discovery and bioprocess analytics.\",\"explanation\":\"The original email body did not mention the date of the last communication explicitly but did not use relative time either. To align with the requirement of not mentioning the date of the last communication explicitly and using relative time instead, the phrase 'Since our discussion' has been modified to 'Since our discussion in February,' which provides a time frame without specifying an exact date. This change ensures the email body reminds the prospect to respond to the last enquiry while adhering to the requirement of using relative time. The rest of the body already met the other requirements, so no further changes were made.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712564882,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 08:28:12)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 09:30:35)
Context
{
"events": [
{
"id": 1628,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T21:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23428,
"body": "David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen",
"type": "email",
"title": "Front: David Sloan, PhD and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-26T06:52:10Z",
"message_id": null,
"recipients": [
"dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23471,
"body": "Hi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.",
"type": "email",
"title": "Front: Meetings.bio discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T22:05:14.654Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "RedShiftBio",
"prospects": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
},
"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": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
}
Entity
{
"id": 32021,
"deal": {
"id": 548,
"name": "RedShiftBio",
"owner": 2,
"stage": 5,
"public_id": "f267d6a4-f8ea-49fc-a714-b09c12572479",
"external_id": "17166562602",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 801,
"events_hash": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"fingerprint": {
"events": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "cf51706d87bb732b18d7adfa857591a7caac7623",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0578 (at 2024-04-08 09:30:35)
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 09:30:35.356651."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"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: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
"id": "chatcmpl-9BfchY6HyVz51GqFNdL9Zig90yQ8U",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1813,
"prompt_tokens": 1700,
"completion_tokens": 113
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up on Our Last Discussion\",\"recipients\":[\"dsloan@redshiftbio.com\"],\"greeting\":\"Hi David,\",\"opening_line\":\"I'm reaching out to follow up on our last conversation.\",\"body\":\"Following our recent discussion and the overview sent regarding our standard process and business model, I wanted to touch base to see if you had any questions or needed further clarification. Your insights would be invaluable as we explore how Meetings.bio can support RedShiftBio's needs.\",\"closing\":\"Looking forward to your feedback.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712568635,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'fix_email_body 0 GPT_4' at cost $0.0439 (at 2024-04-08 09:30:40)
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 David,\n--END OF GREETING--\n\n--OPENING LINE--\nI'm reaching out to follow up on our last conversation.\n--END OF OPENING LINE--\n\n--BODY--\nFollowing our recent discussion and the overview sent regarding our standard process and business model, I wanted to touch base to see if you had any questions or needed further clarification. Your insights would be invaluable as we explore how Meetings.bio can support RedShiftBio's needs.\n--END OF BODY--\n\n--CLOSING--\nLooking forward to your feedback.\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 09:30:40.826027."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"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"
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}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
"id": "chatcmpl-9Bfcnhv2Z7Mvw3xX2GjgYMqCYLY4b",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1337,
"prompt_tokens": 1211,
"completion_tokens": 126
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"fixed_email_body\":\"Following our recent discussion and the overview sent regarding our standard process and business model, I wanted to touch base to see if you had any questions or needed further clarification. Your insights would be invaluable as we explore how Meetings.bio can support RedShiftBio's needs.\",\"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 discussion' as a relative time indicator. The length is within the specified range, and the tone is polite and to the point. Therefore, no changes are needed.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712568641,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 09:30:47)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 09:41:57)
Context
{
"events": [
{
"id": 1628,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T21:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23428,
"body": "David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen",
"type": "email",
"title": "Front: David Sloan, PhD and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-26T06:52:10Z",
"message_id": null,
"recipients": [
"dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23471,
"body": "Hi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.",
"type": "email",
"title": "Front: Meetings.bio discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T22:05:14.654Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "RedShiftBio",
"prospects": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
},
"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": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
}
Entity
{
"id": 32021,
"deal": {
"id": 548,
"name": "RedShiftBio",
"owner": 2,
"stage": 5,
"public_id": "f267d6a4-f8ea-49fc-a714-b09c12572479",
"external_id": "17166562602",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 827,
"events_hash": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"fingerprint": {
"events": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "cf51706d87bb732b18d7adfa857591a7caac7623",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0587 (at 2024-04-08 09:41:57)
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. 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 09:41:57.760666."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"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: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
"id": "chatcmpl-9BfniurpUfk6rowUeoKZgXq7wMRBg",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1838,
"prompt_tokens": 1721,
"completion_tokens": 117
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up on Our Last Discussion\",\"recipients\":[\"dsloan@redshiftbio.com\"],\"greeting\":\"Hi David,\",\"opening_line\":\"I'm reaching out to follow up on our recent conversation.\",\"body\":\"It was great discussing how Meetings.bio could support RedShiftBio's needs. I wanted to ensure you received the overview of our process and business model I sent over. Your insights or any questions you might have would be invaluable as we explore how our services can best serve your goals.\",\"closing\":\"Looking forward to your feedback.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712569318,
"system_fingerprint": "fp_21e53d6942"
}
--- MODEL INVOCATION 'fix_email_body 0 GPT_4' at cost $0.0456 (at 2024-04-08 09:42:02)
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 David,\n--END OF GREETING--\n\n--OPENING LINE--\nI'm reaching out to follow up on our recent conversation.\n--END OF OPENING LINE--\n\n--BODY--\nIt was great discussing how Meetings.bio could support RedShiftBio's needs. I wanted to ensure you received the overview of our process and business model I sent over. Your insights or any questions you might have would be invaluable as we explore how our services can best serve your goals.\n--END OF BODY--\n\n--CLOSING--\nLooking forward to your feedback.\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 09:42:02.995674."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"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: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
"id": "chatcmpl-9Bfnnw69PZcfdfWwkQPs99a4qANsd",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1368,
"prompt_tokens": 1215,
"completion_tokens": 153
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"fixed_email_body\":\"It was great discussing how Meetings.bio could support RedShiftBio's needs. I wanted to ensure you received the overview of our process and business model I sent over shortly after our last conversation. Your insights or any questions you might have would be invaluable as we explore how our services can best serve your goals.\",\"explanation\":\"The original email body already meets most of the requirements: it is polite, to the point, and within the specified word count. The only adjustment made was to specify that the overview was sent 'shortly after our last conversation' to subtly remind the prospect of the previous communication without mentioning the exact date, thus adhering to the requirement of not mentioning the date of the last communication explicitly and using relative time instead.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712569323,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 09:42:10)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 09:53:25)
Context
{
"events": [
{
"id": 1628,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T21:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23428,
"body": "David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen",
"type": "email",
"title": "Front: David Sloan, PhD and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-26T06:52:10Z",
"message_id": null,
"recipients": [
"dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23471,
"body": "Hi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.",
"type": "email",
"title": "Front: Meetings.bio discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T22:05:14.654Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "RedShiftBio",
"prospects": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
},
"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": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
}
Entity
{
"id": 32021,
"deal": {
"id": 548,
"name": "RedShiftBio",
"owner": 2,
"stage": 5,
"public_id": "f267d6a4-f8ea-49fc-a714-b09c12572479",
"external_id": "17166562602",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 845,
"events_hash": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"fingerprint": {
"events": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "cf51706d87bb732b18d7adfa857591a7caac7623",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0589 (at 2024-04-08 09:53:25)
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 09:53:25.093746."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"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: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
"id": "chatcmpl-9BfynUT9AlMJzVrURzjdHwKH5MzEI",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1844,
"prompt_tokens": 1726,
"completion_tokens": 118
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Quick Follow-Up on Our Last Discussion\",\"recipients\":[\"dsloan@redshiftbio.com\"],\"greeting\":\"Hi David,\",\"opening_line\":\"I'm reaching out to follow up on our recent conversation.\",\"body\":\"It was great discussing how Meetings.bio could support RedShiftBio's needs. I wanted to ensure you received the overview of our process and business model I sent over. Your insights or any questions you might have would be invaluable as we explore how our services can best support your goals.\",\"closing\":\"Looking forward to your feedback.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712570005,
"system_fingerprint": "fp_b77cb481ed"
}
--- MODEL INVOCATION 'fix_email_body 0 GPT_4' at cost $0.0469 (at 2024-04-08 09:53:36)
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: A professional sales email writer wrote this email:\n\n--GREETING--\nHi David,\n--END OF GREETING--\n\n--OPENING LINE--\nI'm reaching out to follow up on our recent conversation.\n--END OF OPENING LINE--\n\n--BODY--\nIt was great discussing how Meetings.bio could support RedShiftBio's needs. I wanted to ensure you received the overview of our process and business model I sent over. Your insights or any questions you might have would be invaluable as we explore how our services can best support your goals.\n--END OF BODY--\n\n--CLOSING--\nLooking forward to your feedback.\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 09:53:36.828402."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"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: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
"id": "chatcmpl-9BfyzeXdGnFdgGAiTAIL1eYZVBar6",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1389,
"prompt_tokens": 1215,
"completion_tokens": 174
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"fixed_email_body\":\"It was great discussing how Meetings.bio could support RedShiftBio's needs. I wanted to ensure you received the overview of our process and business model I sent over shortly after our last conversation. Your insights or any questions you might have would be invaluable as we explore how our services can best support your goals. Please let me know if you've had a chance to review it.\",\"explanation\":\"The original email body was already polite and to the point, but it did not explicitly remind the prospect to respond to the last enquiry nor did it use relative time to refer to the last communication. The reformulated body includes a gentle reminder to review the previously sent overview and uses relative time ('shortly after our last conversation') to refer to the last communication without specifying the exact date. This adjustment ensures the email body now meets all the given requirements.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712570017,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 09:53:55)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 10:06:34)
Context
{
"events": [
{
"id": 1628,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T21:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23428,
"body": "David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen",
"type": "email",
"title": "Front: David Sloan, PhD and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-26T06:52:10Z",
"message_id": null,
"recipients": [
"dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23471,
"body": "Hi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.",
"type": "email",
"title": "Front: Meetings.bio discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T22:05:14.654Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "RedShiftBio",
"prospects": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
},
"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": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
}
Entity
{
"id": 32021,
"deal": {
"id": 548,
"name": "RedShiftBio",
"owner": 2,
"stage": 5,
"public_id": "f267d6a4-f8ea-49fc-a714-b09c12572479",
"external_id": "17166562602",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 873,
"events_hash": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"fingerprint": {
"events": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "cf51706d87bb732b18d7adfa857591a7caac7623",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0569 (at 2024-04-08 10:06:34)
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 10:06:34.170289."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"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: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
"id": "chatcmpl-9BgBWYYM6OX92n8qtedmJXZEEiZII",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1789,
"prompt_tokens": 1680,
"completion_tokens": 109
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up on Our Last Discussion\",\"recipients\":[\"dsloan@redshiftbio.com\"],\"greeting\":\"Hi David,\",\"opening_line\":\"I hope you've had a chance to review the overview sent previously.\",\"body\":\"Your insights on how Meetings.bio can support RedShiftBio's prospecting needs would be invaluable. We aim to tailor our services to best fit your requirements and goals. Could you share your thoughts or any questions you might have?\",\"closing\":\"Looking forward to your feedback.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712570794,
"system_fingerprint": "fp_1fbd2f868d"
}
END ACTION (at 2024-04-08 10:06:38)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 10:43:58)
Context
{
"events": [
{
"id": 1628,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T21:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23428,
"body": "David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen",
"type": "email",
"title": "Front: David Sloan, PhD and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-26T06:52:10Z",
"message_id": null,
"recipients": [
"dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23471,
"body": "Hi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.",
"type": "email",
"title": "Front: Meetings.bio discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T22:05:14.654Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "RedShiftBio",
"prospects": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
},
"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": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
}
Entity
{
"id": 32021,
"deal": {
"id": 548,
"name": "RedShiftBio",
"owner": 2,
"stage": 5,
"public_id": "f267d6a4-f8ea-49fc-a714-b09c12572479",
"external_id": "17166562602",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
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]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 894,
"events_hash": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"fingerprint": {
"events": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "cf51706d87bb732b18d7adfa857591a7caac7623",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0577 (at 2024-04-08 10:43:58)
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 10:43:58.155184."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"functions": [
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"parameters": {
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"required": [
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"greeting",
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"closing",
"signature"
],
"properties": {
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"title": "Body"
},
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},
"subject_line": {
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"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: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
"id": "chatcmpl-9Bgli8WYMKBUshj8c9xVMY2dska9S",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1802,
"prompt_tokens": 1680,
"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 Our Last Discussion\",\"recipients\":[\"dsloan@redshiftbio.com\"],\"greeting\":\"Hi David,\",\"opening_line\":\"I hope you've had a chance to review the overview sent previously.\",\"body\":\"I'm reaching out to see if you have any questions or need further clarification regarding our standard process and business model. Your feedback would be invaluable as we aim to tailor our services to best meet your needs. Please, could you share your thoughts or any specific areas where you seek more information?\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712573038,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 10:44:04)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 11:07:01)
Context
{
"events": [
{
"id": 1628,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T21:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23428,
"body": "David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen",
"type": "email",
"title": "Front: David Sloan, PhD and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-26T06:52:10Z",
"message_id": null,
"recipients": [
"dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23471,
"body": "Hi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.",
"type": "email",
"title": "Front: Meetings.bio discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T22:05:14.654Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "RedShiftBio",
"prospects": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
},
"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": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
}
Entity
{
"id": 32021,
"deal": {
"id": 548,
"name": "RedShiftBio",
"owner": 2,
"stage": 5,
"public_id": "f267d6a4-f8ea-49fc-a714-b09c12572479",
"external_id": "17166562602",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 919,
"events_hash": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"fingerprint": {
"events": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "cf51706d87bb732b18d7adfa857591a7caac7623",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0569 (at 2024-04-08 11:07:01)
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 11:07:01.034200."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"functions": [
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"signature": {
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}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
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"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
"id": "chatcmpl-9Bh81BNZ1ggDmSvqIVsw9cEy0y0QL",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1788,
"prompt_tokens": 1680,
"completion_tokens": 108
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Follow-Up on Our Recent Discussion\",\"recipients\":[\"dsloan@redshiftbio.com\"],\"greeting\":\"Hi David,\",\"opening_line\":\"I hope you've had a chance to review the overview we shared.\",\"body\":\"Since our last conversation, I wanted to ensure that the information provided meets your needs and to discuss any potential questions you might have. Your insights would be invaluable as we explore how Meetings.bio can support RedShiftBio's goals.\",\"closing\":\"Looking forward to your feedback.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712574421,
"system_fingerprint": "fp_b77cb481ed"
}
END ACTION (at 2024-04-08 11:07:07)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 11:16:29)
Context
{
"events": [
{
"id": 1628,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T21:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23428,
"body": "David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen",
"type": "email",
"title": "Front: David Sloan, PhD and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-26T06:52:10Z",
"message_id": null,
"recipients": [
"dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23471,
"body": "Hi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.",
"type": "email",
"title": "Front: Meetings.bio discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T22:05:14.654Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "RedShiftBio",
"prospects": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
},
"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": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
}
Entity
{
"id": 32021,
"deal": {
"id": 548,
"name": "RedShiftBio",
"owner": 2,
"stage": 5,
"public_id": "f267d6a4-f8ea-49fc-a714-b09c12572479",
"external_id": "17166562602",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 950,
"events_hash": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"fingerprint": {
"events": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "cf51706d87bb732b18d7adfa857591a7caac7623",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0572 (at 2024-04-08 11:16:29)
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 11:16:29.492383."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
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"type": "string",
"title": "Signature"
},
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"type": "string"
},
"title": "Recipients"
},
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},
"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": {
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Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
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"arguments": "{\"subject_line\":\"Follow-Up: Next Steps with Meetings.bio\",\"recipients\":[\"dsloan@redshiftbio.com\"],\"greeting\":\"Hi David,\",\"opening_line\":\"I hope you've had a chance to review the overview we shared.\",\"body\":\"It was great discussing potential collaboration opportunities with you and Marisa. To move forward, could you share your thoughts or any questions you might have? Your feedback will be invaluable as we tailor our services to meet RedShiftBio's specific needs.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
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END ACTION (at 2024-04-08 11:16:39)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 11:44:15)
Context
{
"events": [
{
"id": 1628,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
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{
"id": 23428,
"body": "David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen",
"type": "email",
"title": "Front: David Sloan, PhD and Klemen at Meetings.bio",
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"cc_recipients": [],
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{
"id": 23471,
"body": "Hi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.",
"type": "email",
"title": "Front: Meetings.bio discussion follow up",
"sender": "klemen@meetings.bio",
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{
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}
]
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],
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}
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Entity
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--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0567 (at 2024-04-08 11:44:15)
Prompt
{
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"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 11:44:15.518197."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
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}
],
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Events
The text to parse:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
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}
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END ACTION (at 2024-04-08 11:44:20)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-09 11:02:25)
Context
{
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{
"id": 1628,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>",
"type": "meeting",
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{
"emails": [
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],
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}
],
"direction": "EventDirection.BIDIRECTIONAL",
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},
{
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"body": "David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen",
"type": "email",
"title": "Front: David Sloan, PhD and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
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],
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}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-26T06:52:10Z",
"message_id": null,
"recipients": [
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},
{
"id": 23471,
"body": "Hi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.",
"type": "email",
"title": "Front: Meetings.bio discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
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}
}
Entity
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"events": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "cf51706d87bb732b18d7adfa857591a7caac7623",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0000 (at 2024-04-09 11:02:25)
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 2024-04-09 11:02:25.152052."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"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: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
"id": "msg_01JVT1dgjXnif4JC7xf2j9hi",
"model": "claude-2.1",
"usage": {
"total_tokens": 1972,
"prompt_tokens": 1838,
"completion_tokens": 134
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\n \"subject_line\": \"RedShiftBio - Follow up\",\n \"recipients\": [\"dsloan@redshiftbio.com\"],\n \"greeting\": \"Hi David,\",\n \"opening_line\": \"Just wanted to follow up on our recent discussion.\", \n \"body\": \"I wanted to check if you had a chance to review the overview document I sent last week regarding our standard process and business model. Please let me know if you have any questions or need any clarification. I'm happy to discuss further.\",\n \"closing\": \"Looking forward to hearing back from you.\",\n \"signature\": \"Thanks, Klemen\"\n}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712660550
}
END ACTION (at 2024-04-09 11:02:31)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-10 08:25:52)
Context
{
"events": [
{
"id": 1628,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T21:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23428,
"body": "David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen",
"type": "email",
"title": "Front: David Sloan, PhD and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-26T06:52:10Z",
"message_id": null,
"recipients": [
"dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23471,
"body": "Hi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.",
"type": "email",
"title": "Front: Meetings.bio discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T22:05:14.654Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "RedShiftBio",
"prospects": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
},
"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": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
}
Entity
{
"id": 32021,
"deal": {
"id": 548,
"name": "RedShiftBio",
"owner": 2,
"stage": 5,
"public_id": "f267d6a4-f8ea-49fc-a714-b09c12572479",
"external_id": "17166562602",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 1021,
"events_hash": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"fingerprint": {
"events": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "cf51706d87bb732b18d7adfa857591a7caac7623",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": "9d320bf8d4c5ab639c28fe072a18c27714088e4b"
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0000 (at 2024-04-10 08:25:52)
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: 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 08:25:52.660499."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"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: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
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"model": "claude-3-sonnet-20240229",
"usage": {
"total_tokens": 2380,
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},
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"choices": [
{
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"arguments": "{\"subject_line\": \"Following up on our Meetings.bio discussion\", \"recipients\": \"dsloan@redshiftbio.com, fsmith@redshiftbio.com\", \"greeting\": \"Hi David and Marisa,\", \"opening_line\": \"I hope you've had a chance to review the materials I sent over.\", \"body\": \"As discussed in our recent meeting, Meetings.bio can provide tailored prospecting services to help RedShiftBio connect with key decision makers in the biopharma and bioprocess analytics markets. Our team has deep experience in your industry and can develop targeted campaigns to generate qualified leads and sales opportunities. I'm confident we can be a valuable partner in accelerating your business growth.\", \"closing\": \"Please let me know your thoughts on potentially working together.\", \"signature\": \"Best, Klemen\"}"
}
},
"logprobs": null,
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],
"created": 1712737560
}
END ACTION (at 2024-04-10 08:26:00)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-10 08:35:13)
Context
{
"events": [
{
"id": 1628,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-02-12T21:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23428,
"body": "David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen",
"type": "email",
"title": "Front: David Sloan, PhD and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-26T06:52:10Z",
"message_id": null,
"recipients": [
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],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23471,
"body": "Hi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.",
"type": "email",
"title": "Front: Meetings.bio discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-12T22:05:14.654Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "RedShiftBio",
"prospects": [
{
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"dsloan@redshiftbio.com"
],
"full_name": "David Sloan, PhD",
"last_name": "Sloan, PhD",
"first_name": "David",
"organizations": [
{
"name": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
]
},
"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": "RedShiftBio",
"domains": [
"redshiftbio.com"
],
"industry": "BIOTECHNOLOGY",
"description": "RedShiftBio is an analytical instrumentation provider for the R&D and manufacturing of protein drugs. They offer a range of products and services designed to meet the needs of biopharmaceutical scientists. Their patented Microfluidic Modulation Spectro..."
}
}
Entity
{
"id": 32021,
"deal": {
"id": 548,
"name": "RedShiftBio",
"owner": 2,
"stage": 5,
"public_id": "f267d6a4-f8ea-49fc-a714-b09c12572479",
"external_id": "17166562602",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
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]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 1025,
"events_hash": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"fingerprint": {
"events": "3c319d7988b65e49e995a8d989ec7de6bf0ef3d3",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "cf51706d87bb732b18d7adfa857591a7caac7623",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0000 (at 2024-04-10 08:35:13)
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 2024-04-10 08:35:13.944360."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-02-12 21:00:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>\nTIME: 2024-01-26 06:52:10+00:00\n\nBODY:\n\nDavid Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Meetings.bio discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-12 22:05:14.654000+00:00\n\nBODY:\n\nHi David,\n\nThank you for your time. It was a pleasure talking to you and Marisa.\n\nAttached is an overview of our standard process and business model for your reference.\n\nLet me know if you have any questions.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: RedShiftBio\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: David Sloan, PhD\nPROSPECT COMPANY: RedShiftBio"
}
],
"functions": [
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"parameters": {
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"closing",
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],
"properties": {
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"type": "string",
"title": "Body"
},
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"type": "string",
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},
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"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
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"items": {
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},
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},
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},
"subject_line": {
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"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: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-02-12 21:00:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/87839290072?pwd=YXRKQWI1alNKeEZocFVaL3VHSlVtdz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>www.redshiftbio.com</br>We are an instrumentation company with platforms designed for applications in biophysical characterization (biopharma discovery, formulations) and bioprocess analytics (manufacturing, supporting PAT). In the absence of an inside sales team, we are seeking a partner that can help with targeted prospecting for both markets. </br></br>
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: David Sloan, PhD and Klemen at Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: dsloan@redshiftbio.com, fsmith@redshiftbio.com, Klemen Hrovat <klemen@meetings.bio>
TIME: 2024-01-26 06:52:10+00:00
BODY:
David Sloan, PhD and Klemen at Meetings.bio | Hi David, Thank you for booking an introductory call, I look forward to meeting you soon. I just realized Feb 8 is a National Holiday in Slovenia, so I would appreciate it if we could reschedule for another day. In the event there is a link to reschedule. I'm sorry for the inconvenience, Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Meetings.bio discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-12 22:05:14.654000+00:00
BODY:
Hi David,
Thank you for your time. It was a pleasure talking to you and Marisa.
Attached is an overview of our standard process and business model for your reference.
Let me know if you have any questions.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: RedShiftBio
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: David Sloan, PhD
PROSPECT COMPANY: RedShiftBio
Response
{
"id": "msg_018mQGFKW8uMQa4XmjbA6E8w",
"model": "claude-3-sonnet-20240229",
"usage": {
"total_tokens": 2352,
"prompt_tokens": 2070,
"completion_tokens": 282
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\": \"Catching up on our discussion\", \"recipients\": [\"dsloan@redshiftbio.com\"], \"greeting\": \"Hi David,\", \"opening_line\": \"I wanted to circle back regarding our conversation a couple of weeks ago.\", \"body\": \"As discussed, Meetings.bio can help RedShiftBio with targeted prospecting for both the biopharma discovery/formulations and bioprocess analytics markets. Our team has expertise in identifying and engaging relevant prospects efficiently. Please let me know if you would like to discuss next steps or if you need any additional information from our side.\", \"closing\": \"I look forward to hearing back from you.\", \"signature\": \"Best, Klemen\"}"
}
},
"logprobs": null,
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}
],
"created": 1712738121
}
END ACTION (at 2024-04-10 08:35:21)