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Document our Invoices and Contracts airtable #698

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merged 4 commits into from
Apr 4, 2023
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This PR updates our documentation regarding invoices and contracts, and cleans up some more of our accounting and sales information.

Major changes:

  • Documents two synced AirTable tables that we now pull directly from CS&S.
  • Documents an "interface" (dashboard) that we use to summarize this AirTable data
  • Removes most of our "leads and sales pipeline" information because it is out of date. (@colliand please update this section with the latest process that you have developed.)

@choldgraf choldgraf requested a review from colliand April 4, 2023 12:15
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@colliand can you please review this and let me know if the explanations there are clear? I think it's important that you have a strong understanding / regular interaction with these tables moving forward so make sure that it makes sense to you.

@pnasrat this is the AirTable data I was describing in Slack, in case you'd like to take a look and provide feedback. In particular I'm curious if you think this is a reasonable "source of truth" for this data for the purposes of 2i2c-org/infrastructure#2431

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colliand commented Apr 4, 2023

I will review and report back.

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pnasrat commented Apr 4, 2023

Added #699 in relation to the account part of this.

@choldgraf edit: updated issue here since this discussion had already started a while ago: #183

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Quick update: Joe at CS&S said that they can get us the "raw data" accounting information so we can use that as well for our airtable once they expose it.

Issues arose with sharing documents with grants collaborators when using the CS&S owned shared folder. Grants are now tracked in a shared folder inside the 2i2c Team Drive. Some content is simlinked back to the prior CS&S-owned shared drive.
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These are excellent improvements to our documentation on single-source-of-truth usage of data from CS&S via AirTable. Thanks @choldgraf!

I note that the text on the sales process needs to be refactored (by @colliand) and merged with work done earlier this year in the Partnerships section of the team-compass.

@colliand colliand merged commit 96ecfaf into main Apr 4, 2023
@damianavila damianavila deleted the document-airtable branch April 10, 2023 14:01
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3 participants