BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-11 12:35:44)
Context
{
"events": [
{
"id": 23500,
"body": "Hi Kevin,\n\nDid you manage to review the agreement?",
"type": "email",
"title": "Front: Re: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"kevin.mayo@valuegenome.com"
],
"full_name": "Kevin Mayo",
"last_name": "Mayo",
"first_name": "Kevin",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T21:00:45.194Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23427,
"body": "Hi Kevin,\n\nThank you for your time. Attached is an overview of our services and the agreement.\n\nI look forward to hearing back from you soon,\n\nKlemen",
"type": "email",
"title": "Front: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"kevin.mayo@valuegenome.com"
],
"full_name": "Kevin Mayo",
"last_name": "Mayo",
"first_name": "Kevin",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-25T21:48:54.290Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1624,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/84212084903?pwd=TmliU2NZakZtNUtDOVZUL05Vd0FUQT09</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>We are a Biopharma Market Access & Health Consulting firm. ValueGenome.com </br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"kevin.mayo@valuegenome.com"
],
"full_name": "Kevin Mayo",
"last_name": "Mayo",
"first_name": "Kevin",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-25T21:30:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
}
],
"offering": null,
"deal_name": "Value Genome",
"prospects": [
{
"emails": [
"kevin.mayo@valuegenome.com"
],
"full_name": "Kevin Mayo",
"last_name": "Mayo",
"first_name": "Kevin",
"organizations": [
{
"name": "Value Genome",
"domains": [
"valuegenome.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Value Genome is a proven leader in the health technology industry, specializing in market access, pricing, and health economic strategy for innovations in bio pharma. They have expertise in the US, Europe, Japan, and Asia. Value Genome helps companies ..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"kevin.mayo@valuegenome.com"
],
"full_name": "Kevin Mayo",
"last_name": "Mayo",
"first_name": "Kevin",
"organizations": [
{
"name": "Value Genome",
"domains": [
"valuegenome.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Value Genome is a proven leader in the health technology industry, specializing in market access, pricing, and health economic strategy for innovations in bio pharma. They have expertise in the US, Europe, Japan, and Asia. Value Genome helps companies ..."
}
]
},
"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": "Value Genome",
"domains": [
"valuegenome.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Value Genome is a proven leader in the health technology industry, specializing in market access, pricing, and health economic strategy for innovations in bio pharma. They have expertise in the US, Europe, Japan, and Asia. Value Genome helps companies ..."
}
}
Entity
{
"id": 32011,
"deal": {
"id": 538,
"name": "Value Genome",
"owner": 2,
"stage": 4,
"public_id": "60006c8f-9fef-4bb7-bb2b-207f2c18098b",
"external_id": "17154174357",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 1114,
"events_hash": "1d8e105d4da810ee481de00946712a44780a871b",
"fingerprint": {
"events": "1d8e105d4da810ee481de00946712a44780a871b",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "9e84b655b78ab1916fd334c52d2844a3fe60f012",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0535 (at 2024-04-11 12:35:44)
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: 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 2024-04-11 12:35:44.382970."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-20 21:00:45.194000+00:00\n\nBODY:\n\nHi Kevin,\n\nDid you manage to review the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-25 21:48:54.290000+00:00\n\nBODY:\n\nHi Kevin,\n\nThank you for your time. Attached is an overview of our services and the agreement.\n\nI look forward to hearing back from you soon,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-25 21:30:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/84212084903?pwd=TmliU2NZakZtNUtDOVZUL05Vd0FUQT09</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>We are a Biopharma Market Access & Health Consulting firm. ValueGenome.com </br></br>\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-25 21:30:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/84212084903?pwd=TmliU2NZakZtNUtDOVZUL05Vd0FUQT09</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>We are a Biopharma Market Access & Health Consulting firm. ValueGenome.com </br></br>\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Value Genome\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Kevin Mayo\nPROSPECT COMPANY: Value Genome"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-20 21:00:45.194000+00:00
BODY:
Hi Kevin,
Did you manage to review the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-01-25 21:48:54.290000+00:00
BODY:
Hi Kevin,
Thank you for your time. Attached is an overview of our services and the agreement.
I look forward to hearing back from you soon,
Klemen
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-25 21:30:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/84212084903?pwd=TmliU2NZakZtNUtDOVZUL05Vd0FUQT09</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>We are a Biopharma Market Access & Health Consulting firm. ValueGenome.com </br></br>
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-25 21:30:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/84212084903?pwd=TmliU2NZakZtNUtDOVZUL05Vd0FUQT09</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>We are a Biopharma Market Access & Health Consulting firm. ValueGenome.com </br></br>
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Value Genome
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Kevin Mayo
PROSPECT COMPANY: Value Genome
Response
{
"id": "chatcmpl-9CnwX2tPS6hlS65FulxcOh7ZLgxQz",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1674,
"prompt_tokens": 1565,
"completion_tokens": 109
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\":\"Reminder: Agreement Review for Value Genome\",\"recipients\":[\"kevin@valuegenome.com\"],\"greeting\":\"Hi Kevin,\",\"opening_line\":\"I hope you're doing well.\",\"body\":\"In our last exchange, I shared an overview of our services and the agreement for your review. It would be great to hear your thoughts or any questions you might have. Your feedback is important to us as we aim to tailor our services to best meet your needs.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712838945,
"system_fingerprint": "fp_ab004a1a5b"
}
END ACTION (at 2024-04-11 12:35:49)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-11 12:42:20)
Context
{
"events": [
{
"id": 23500,
"body": "Hi Kevin,\n\nDid you manage to review the agreement?",
"type": "email",
"title": "Front: Re: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"kevin.mayo@valuegenome.com"
],
"full_name": "Kevin Mayo",
"last_name": "Mayo",
"first_name": "Kevin",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T21:00:45.194Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23427,
"body": "Hi Kevin,\n\nThank you for your time. Attached is an overview of our services and the agreement.\n\nI look forward to hearing back from you soon,\n\nKlemen",
"type": "email",
"title": "Front: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"kevin.mayo@valuegenome.com"
],
"full_name": "Kevin Mayo",
"last_name": "Mayo",
"first_name": "Kevin",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-25T21:48:54.290Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1624,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/84212084903?pwd=TmliU2NZakZtNUtDOVZUL05Vd0FUQT09</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>We are a Biopharma Market Access & Health Consulting firm. ValueGenome.com </br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"kevin.mayo@valuegenome.com"
],
"full_name": "Kevin Mayo",
"last_name": "Mayo",
"first_name": "Kevin",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-25T21:30:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
}
],
"offering": null,
"deal_name": "Value Genome",
"prospects": [
{
"emails": [
"kevin.mayo@valuegenome.com"
],
"full_name": "Kevin Mayo",
"last_name": "Mayo",
"first_name": "Kevin",
"organizations": [
{
"name": "Value Genome",
"domains": [
"valuegenome.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Value Genome is a proven leader in the health technology industry, specializing in market access, pricing, and health economic strategy for innovations in bio pharma. They have expertise in the US, Europe, Japan, and Asia. Value Genome helps companies ..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"kevin.mayo@valuegenome.com"
],
"full_name": "Kevin Mayo",
"last_name": "Mayo",
"first_name": "Kevin",
"organizations": [
{
"name": "Value Genome",
"domains": [
"valuegenome.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Value Genome is a proven leader in the health technology industry, specializing in market access, pricing, and health economic strategy for innovations in bio pharma. They have expertise in the US, Europe, Japan, and Asia. Value Genome helps companies ..."
}
]
},
"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": "Value Genome",
"domains": [
"valuegenome.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Value Genome is a proven leader in the health technology industry, specializing in market access, pricing, and health economic strategy for innovations in bio pharma. They have expertise in the US, Europe, Japan, and Asia. Value Genome helps companies ..."
}
}
Entity
{
"id": 32011,
"deal": {
"id": 538,
"name": "Value Genome",
"owner": 2,
"stage": 4,
"public_id": "60006c8f-9fef-4bb7-bb2b-207f2c18098b",
"external_id": "17154174357",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 1137,
"events_hash": "1d8e105d4da810ee481de00946712a44780a871b",
"fingerprint": {
"events": "1d8e105d4da810ee481de00946712a44780a871b",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "9e84b655b78ab1916fd334c52d2844a3fe60f012",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 CLAUDE_3_SONNET' at cost $0.0099 (at 2024-04-11 12:42:20)
Prompt
{
"model": "claude-3-sonnet-20240229",
"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 2024-04-11 12:42:20.165998."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-20 21:00:45.194000+00:00\n\nBODY:\n\nHi Kevin,\n\nDid you manage to review the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-25 21:48:54.290000+00:00\n\nBODY:\n\nHi Kevin,\n\nThank you for your time. Attached is an overview of our services and the agreement.\n\nI look forward to hearing back from you soon,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-25 21:30:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/84212084903?pwd=TmliU2NZakZtNUtDOVZUL05Vd0FUQT09</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>We are a Biopharma Market Access & Health Consulting firm. ValueGenome.com </br></br>\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-25 21:30:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/84212084903?pwd=TmliU2NZakZtNUtDOVZUL05Vd0FUQT09</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>We are a Biopharma Market Access & Health Consulting firm. ValueGenome.com </br></br>\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Value Genome\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Kevin Mayo\nPROSPECT COMPANY: Value Genome"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
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"type": "string",
"title": "Body"
},
"closing": {
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"title": "Closing"
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"greeting": {
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"title": "Greeting"
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"signature": {
"type": "string",
"title": "Signature"
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"recipients": {
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"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
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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": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-20 21:00:45.194000+00:00
BODY:
Hi Kevin,
Did you manage to review the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-01-25 21:48:54.290000+00:00
BODY:
Hi Kevin,
Thank you for your time. Attached is an overview of our services and the agreement.
I look forward to hearing back from you soon,
Klemen
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-25 21:30:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/84212084903?pwd=TmliU2NZakZtNUtDOVZUL05Vd0FUQT09</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>We are a Biopharma Market Access & Health Consulting firm. ValueGenome.com </br></br>
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-25 21:30:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/84212084903?pwd=TmliU2NZakZtNUtDOVZUL05Vd0FUQT09</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>We are a Biopharma Market Access & Health Consulting firm. ValueGenome.com </br></br>
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Value Genome
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Kevin Mayo
PROSPECT COMPANY: Value Genome
Response
{
"id": "msg_01FyghXMMxRT7EjzWC1LT9sr",
"model": "claude-3-sonnet-20240229",
"usage": {
"total_tokens": 2241,
"prompt_tokens": 1977,
"completion_tokens": 264
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\": \"Checking in on the agreement\", \"recipients\": [\"kevin@valuegenome.com\"], \"greeting\": \"Hi Kevin,\", \"opening_line\": \"I wanted to follow up regarding the agreement we discussed previously.\", \"body\": \"I understand you may have been busy, but I'm hopeful we can move forward with finalizing the details soon. Could you please let me know your current thoughts or if you need any clarification on the agreement? I'm happy to explain further or provide any additional information that would be helpful.\", \"closing\": \"I look forward to your response.\", \"signature\": \"Best, Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712839347
}
END ACTION (at 2024-04-11 12:42:27)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-11 13:05:26)
Context
{
"events": [
{
"id": 23500,
"body": "Hi Kevin,\n\nDid you manage to review the agreement?",
"type": "email",
"title": "Front: Re: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"kevin.mayo@valuegenome.com"
],
"full_name": "Kevin Mayo",
"last_name": "Mayo",
"first_name": "Kevin",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T21:00:45.194Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23427,
"body": "Hi Kevin,\n\nThank you for your time. Attached is an overview of our services and the agreement.\n\nI look forward to hearing back from you soon,\n\nKlemen",
"type": "email",
"title": "Front: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"kevin.mayo@valuegenome.com"
],
"full_name": "Kevin Mayo",
"last_name": "Mayo",
"first_name": "Kevin",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-25T21:48:54.290Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1624,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/84212084903?pwd=TmliU2NZakZtNUtDOVZUL05Vd0FUQT09</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>We are a Biopharma Market Access & Health Consulting firm. ValueGenome.com </br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"kevin.mayo@valuegenome.com"
],
"full_name": "Kevin Mayo",
"last_name": "Mayo",
"first_name": "Kevin",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-25T21:30:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
}
],
"offering": null,
"deal_name": "Value Genome",
"prospects": [
{
"emails": [
"kevin.mayo@valuegenome.com"
],
"full_name": "Kevin Mayo",
"last_name": "Mayo",
"first_name": "Kevin",
"organizations": [
{
"name": "Value Genome",
"domains": [
"valuegenome.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Value Genome is a proven leader in the health technology industry, specializing in market access, pricing, and health economic strategy for innovations in bio pharma. They have expertise in the US, Europe, Japan, and Asia. Value Genome helps companies ..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"kevin.mayo@valuegenome.com"
],
"full_name": "Kevin Mayo",
"last_name": "Mayo",
"first_name": "Kevin",
"organizations": [
{
"name": "Value Genome",
"domains": [
"valuegenome.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Value Genome is a proven leader in the health technology industry, specializing in market access, pricing, and health economic strategy for innovations in bio pharma. They have expertise in the US, Europe, Japan, and Asia. Value Genome helps companies ..."
}
]
},
"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": "Value Genome",
"domains": [
"valuegenome.com"
],
"industry": "PROFESSIONAL_TRAINING_COACHING",
"description": "Value Genome is a proven leader in the health technology industry, specializing in market access, pricing, and health economic strategy for innovations in bio pharma. They have expertise in the US, Europe, Japan, and Asia. Value Genome helps companies ..."
}
}
Entity
{
"id": 32011,
"deal": {
"id": 538,
"name": "Value Genome",
"owner": 2,
"stage": 4,
"public_id": "60006c8f-9fef-4bb7-bb2b-207f2c18098b",
"external_id": "17154174357",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "CLOSING",
"pipeline_stage_binary": [
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 1160,
"events_hash": "1d8e105d4da810ee481de00946712a44780a871b",
"fingerprint": {
"events": "1d8e105d4da810ee481de00946712a44780a871b",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "9e84b655b78ab1916fd334c52d2844a3fe60f012",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 CLAUDE_3_OPUS' at cost $0.0771 (at 2024-04-11 13:05:27)
Prompt
{
"model": "claude-3-opus-20240229",
"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 2024-04-11 13:05:26.999173."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-02-20 21:00:45.194000+00:00\n\nBODY:\n\nHi Kevin,\n\nDid you manage to review the agreement?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-25 21:48:54.290000+00:00\n\nBODY:\n\nHi Kevin,\n\nThank you for your time. Attached is an overview of our services and the agreement.\n\nI look forward to hearing back from you soon,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-25 21:30:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/84212084903?pwd=TmliU2NZakZtNUtDOVZUL05Vd0FUQT09</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>We are a Biopharma Market Access & Health Consulting firm. ValueGenome.com </br></br>\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: meeting (Bidirectional)\nSUBJECT: Calendly: Intro to Meetings.bio\nSENDERS: None\nTIME: 2024-01-25 21:30:00+00:00\n\nBODY:\n\n<strong>Location: </strong>https://us02web.zoom.us/j/84212084903?pwd=TmliU2NZakZtNUtDOVZUL05Vd0FUQT09</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>We are a Biopharma Market Access & Health Consulting firm. ValueGenome.com </br></br>\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Value Genome\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Kevin Mayo\nPROSPECT COMPANY: Value Genome"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-02-20 21:00:45.194000+00:00
BODY:
Hi Kevin,
Did you manage to review the agreement?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-01-25 21:48:54.290000+00:00
BODY:
Hi Kevin,
Thank you for your time. Attached is an overview of our services and the agreement.
I look forward to hearing back from you soon,
Klemen
-- END OF MESSAGE --
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-25 21:30:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/84212084903?pwd=TmliU2NZakZtNUtDOVZUL05Vd0FUQT09</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>We are a Biopharma Market Access & Health Consulting firm. ValueGenome.com </br></br>
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: meeting (Bidirectional)
SUBJECT: Calendly: Intro to Meetings.bio
SENDERS: None
TIME: 2024-01-25 21:30:00+00:00
BODY:
<strong>Location: </strong>https://us02web.zoom.us/j/84212084903?pwd=TmliU2NZakZtNUtDOVZUL05Vd0FUQT09</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>We are a Biopharma Market Access & Health Consulting firm. ValueGenome.com </br></br>
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Value Genome
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Kevin Mayo
PROSPECT COMPANY: Value Genome
Response
{
"id": "msg_01LwJ41RjjkFs9BvMqWJUE1a",
"model": "claude-3-opus-20240229",
"usage": {
"total_tokens": 2801,
"prompt_tokens": 2216,
"completion_tokens": 585
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\": \"Re: Discussion follow up\", \"recipients\": [\"Kevin Mayo\"], \"greeting\": \"Hi Kevin,\", \"opening_line\": \"I wanted to check in regarding the agreement I sent over.\", \"body\": \"It's been a few weeks since I shared the overview of our services and the agreement, following our intro meeting. I know you likely have a lot on your plate, but I wanted to see if you had a chance to review the materials yet. Please let me know if you have any questions or feedback. I'm happy to jump on a quick call to discuss further or clarify anything.\", \"closing\": \"Looking forward to hearing back from you.\", \"signature\": \"Best,\\nKlemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712840754
}
END ACTION (at 2024-04-11 13:05:54)