Date: 2026-04-05
Attendees: Mark Hope, Karly Oykhman
Client: [1]
Mark and Karly reviewed four areas: (1) a newly automated monthly website tracking audit system now posting to Slack, (2) papertube.pro domain and DNS setup in Cloudflare for email sending via Account Engagement, (3) an AI agent generating deep research reports for PaperTube's 256 ABM target companies, and (4) initial Salesforce API configuration to enable programmatic campaign creation. The API work is blocked pending SSO enablement for Mark's user account.
papertube.pro was selected as the sending domain (over papertube.co) to separate marketing email reputation from the primary domain.A monthly audit pipeline is now live and automated. For each client it:
Example — Bluepoint audit findings:
- All forms tracked ✓
- Social media outbound clicks from footer: not tracked
- Chat widget: absent
- Duplicate GTM tags found and cleaned
- A third-party tag (3gates) was found and removed
- Recommendation: Switch Google Ads campaigns from Max Clicks → Max Conversions (click volume now sufficient to support conversion optimization)
Action: Karly to email Gilbert re: Bluepoint Max Conversions switch.
Additional audits planned: SEO audit, Google Ads audit.
Domain: papertube.pro purchased via Porkbun (~$3 on sale), transferred to Cloudflare (free plan).
DNS records added in Cloudflare:
- SPF record (TXT, root)
- Sending domain validation key (TXT, root) — from Account Engagement
- DKIM / domain key (TXT, subdomain) — from Account Engagement
- Salesforce verified the setup successfully
Email alias: sam@papertube.pro → forward to parag@papertube.co
- Cannot be a simple alias because the domains differ; Mark will configure this separately (likely via a mailbox with forwarding rule).
Open issue — SSL error on go.papertube.co:
- The existing tracker domain shows "SSL status error" in Account Engagement (HTTPS status is OK, but SSL cert status is flagged).
- This predates today's work; Karly to contact Jess (Salesforce support) with a screenshot.
Remaining DNS task: Find the IP address of papertube.co and add an A record for papertube.pro so the domain resolves rather than returning an error page.
Context: PaperTube has ~256 unique target companies (de-duplicated from ~350 rows in a ZoomInfo-sourced Google Sheet). Karly built a sales playbook; the first step is "deep account research" per company.
What was built:
- An AI agent (running in Mark's local MCP workspace with ~100 MCP servers) reads the company list, de-duplicates it, then iterates through each company performing web research.
- Output: one Markdown (.md) file per company saved to a PaperTube Research folder.
- Each report includes: company overview, recent product launches/rebrands, sustainability commitments, packaging/distribution strategy, growth signals, and decision-making unit (names, roles).
- Time per company: ~2 minutes vs. hours manually.
Using the Markdown output:
- Open the .md file → Select All → Copy
- In Google Docs: Edit → Paste from Markdown → clean, formatted document with tables, headers, checkmarks
- Markdown is also the preferred format for feeding back into Claude for downstream tasks (faster parsing than .docx)
Downstream step demonstrated live:
- Fed the first company's research report to Claude with a prompt to generate an ABM campaign sequence for PaperTube.
- Output included: primary/secondary contact targeting rationale, a 4-touch sequence (Day 0 email, Day 3 LinkedIn, Day 7 email, Day 14 email), full draft copy for each touch, and rules of engagement (e.g., "if contact engages, go conversational").
Next step: Automate campaign creation in Salesforce so these sequences don't have to be entered manually (256 campaigns × campaign + folder + emails = significant manual effort).
Goal: Programmatically create Salesforce campaigns (which sync to Account Engagement) via API.
Steps completed during call:
| Step | Detail |
|---|---|
| Enable Connected Apps | Setup → External Client Apps → Settings → Allow Creation of Connected Apps |
| Create Connected App | Named Asymmetric API Integration; contact email = Mark's |
| OAuth callback URL | https://auto.asymmetric.pro |
| OAuth scopes | managed_pardot_services, refresh_token (offline access) |
| Consumer Key & Secret | Retrieved from Manage Consumer Details |
| Staged credentials | Generated and applied (Salesforce's credential rotation mechanism) |
| Business Unit ID | Retrieved from Marketing Setup → Pardot Account Setup |
| Security Token | Generated from Mark's user profile (Personal Settings → Reset Security Token) |
Blocker: Mark's Salesforce user account requires SSO to be enabled for Account Engagement before the OAuth connection can be completed. Karly needs to request this from the Salesforce admin.
API approach confirmed by Claude:
- With Connected Campaigns enabled, use the Salesforce REST API to create Campaign objects → they sync automatically to Account Engagement.
- Campaign creation fields: Name, Type, Status, etc.
- A Postman collection is available for testing.
sam@papertube.pro mailbox; configure forwarding to parag@papertube.co — @Markpapertube.co IP address; add A record for papertube.pro in Cloudflare — @Markgo.papertube.co tracker domain — @Karly