← Desk
coop-dev · 2026-09-21 · 1m26s

09-21 Meeting: Enriching Service and Trade Vehicle Data

id of_de5be0eace8d4fb3b335820e1b851ce7spoken

> Meeting Information > Date: 2026-09-21 > Location: [Insert Location] > Participants: [Lance]

Meeting Notes

Enriching Service and Trade Vehicle Data

  • Chad aims to enrich service and trade vehicle data from VEN Solutions to provide more customer information.
  • A proposal was made to build a large customer data file export to achieve this.
  • Technical aspects like data handling, storage locations, and inbox management need discussion.

    • * This includes processes for moving data from inboxes to a dedicated drive to prevent them from getting full. Specific Data Enrichment Ideas

  • Chad suggested two main enhancements for service and trade vehicles:

    • * Integrate a "click to Carfax" link to pull vehicle history reports directly. * Provide more situational awareness about the vehicle, such as the purchase date and ownership duration.

Next Arrangements

  • [ ] Determine which file in VEN Solutions can be used to export customer data and outline the export format.
  • [ ] Discuss and decide on data handling procedures, including storage locations and inbox management.
  • [ ] Define the process to move files from inboxes to a dedicated drive to prevent capacity issues.
  • [ ] Investigate the feasibility and technical approach for adding a "click to Carfax" link for service and trade vehicles.
  • [ ] Explore how to include additional vehicle information, such as purchase date and ownership length, and identify data sources.

AI Suggestions

> AI Suggestions > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. The technical implementation for exporting a large customer data file was mentioned as an idea but lacks a concrete plan or assigned owner. > 2. Specific details on data handling, such as where to store the data and how to manage inboxes, were raised for future discussion, but no decisions were made.

No device highlights on this take.
0:00
In case you didn't catch it from my meeting with Audi, what Chad wants to see if we can do is enrich the service vehicle slash trade vehicle data. So we have to figure out what file in the VEN Solutions we would use to give you basically more customer data. I'm thinking that I just need to build a fucking export for a giant customer data file. I don't think it's that big a deal, but at one point we do have to start talking about.
0:30
Data handling, where we store it, what do we do with the inboxes so they don't get full? That kind of thing, like you pull it off and stick it on a certain drive somewhere instead of it staying in the inbox. That kind of thing. Talk to me about that. But the point is, the note that I'm trying to leave is, Chad had an idea and I like it. He wants to basically see, can we do two things? Can we provide a click to a Carfax link? So that, like, if they're looking at a service vehicle, if he clicks it, can it pull the Carfax? Then also, a trade that's coming in from a lead, can we click and see the Carfax? And then also, can we have some more situational awareness about the service slash trade vehicle? Like, when did they buy it? Do we have information on that? How long have they had it? That kind of thing.