I want to load GTM history from Amazon Redshift into Octave, and keep it current after that.
Start by working out the column mapping. Do not write any code until the mapping is
agreed.
## 1. Here is my data
Warehouse: Amazon Redshift, schema `gtm`
Tables and what they hold:
opportunities -> deals
email_log -> outbound sends and replies
Incremental column: modified_at (TIMESTAMP)
<PASTE YOUR SCHEMA AND 3-5 SAMPLE ROWS HERE, ONE BLOCK PER TABLE>
## 2. Where this needs to run
Runtime: AWS Lambda, Python 3.12, for the hourly incremental run
Trigger: EventBridge schedule
Secrets: Redshift credentials and the Octave API key in AWS Secrets Manager
Networking: the function sits in the VPC that can reach the cluster, and needs a
NAT path out to app.octavehq.com - include this in the infrastructure code
Watermark: DynamoDB, holding the last modified_at processed
Constraint: Lambda caps at 15 minutes, and a direct cursor funnels everything
through the leader node. For the initial multi-year backfill propose UNLOAD to S3
followed by an ECS Fargate task reading the Parquet, as a separate path.
## 3. Here is what Octave needs
Four event types. Every event carries a "type" discriminator.
CRM event - a deal:
{
"type": "crm",
"eventTimestamp": "2024-02-03T16:00:00.000Z",
"eventType": "opportunity_created",
"opportunityId": "opp_12345",
"opportunityName": "Acme Corp - Enterprise Plan",
"amount": "50000.00",
"currency": "USD",
"stage": "Qualification",
"stageCategory": "open",
"accountName": "Acme Corp",
"crmAccountId": "acct_67890",
"crmAccountDomain": "acme.com",
"contactEmail": "john@acme.com",
"contactEmails": ["john@acme.com", "priya@acme.com"],
"ownerEmail": "sarah@company.com",
"closeDate": "2024-03-31T00:00:00.000Z",
"crmLastModifiedAt": "2024-02-03T16:00:00.000Z",
"eventId": "<stable id derived from my row>"
}
Email event:
{
"type": "email",
"eventTimestamp": "2024-02-03T10:30:00.000Z",
"eventType": "sent",
"subject": "Follow up on our conversation",
"body": { "text": "Hi John, just wanted to follow up..." },
"from": { "email": "sarah@company.com", "name": "Sarah Johnson" },
"to": [{ "email": "john@acme.com", "name": "John Smith" }],
"crmOpportunityId": "opp_12345",
"eventId": "<stable id derived from my row>"
}
Call event:
{
"type": "call",
"eventTimestamp": "2024-02-03T14:00:00.000Z",
"eventType": "transcript",
"title": "Discovery Call - Acme Corp",
"transcript": [
{ "speaker": { "name": "Sarah Johnson", "email": "sarah@company.com", "role": "internal" },
"text": "Thanks for making the time. What pushed you to look at this now?" },
{ "speaker": { "name": "John Smith", "email": "john@acme.com", "role": "external" },
"text": "Our current process breaks down past about fifty reps." }
],
"participants": [
{ "name": "Sarah Johnson", "email": "sarah@company.com", "role": "internal" },
{ "name": "John Smith", "email": "john@acme.com", "role": "external" }
],
"crmOpportunityId": "opp_12345",
"eventId": "<stable id derived from my row>"
}
Social event:
{
"type": "social",
"eventTimestamp": "2024-02-03T11:00:00.000Z",
"eventType": "message_sent",
"body": { "text": "Thanks for connecting, John." },
"from": { "email": "sarah@company.com", "name": "Sarah Johnson" },
"to": [{ "email": "john@acme.com", "name": "John Smith" }],
"eventId": "<stable id derived from my row>"
}
Required fields - everything else is optional:
email: type, eventTimestamp, eventType, subject, body, from, to
call: type, eventTimestamp, eventType, title, transcript, participants
crm: type, eventTimestamp, eventType, opportunityId, opportunityName
social: type, eventTimestamp, eventType, body, from, to
eventType must be one of:
email: sent | reply | opened | clicked | bounced | unsubscribed
call: transcript | scheduled | completed | missed
crm: opportunity_created | deal_won | deal_lost | meeting_booked
social: connection_sent | connection_accepted | message_sent | message_received
Only email sent/reply and call transcript are analysed. All CRM and all social
types are analysed. Other email and call types are stored but produce nothing.
## 4. Map my columns onto those structures
Apply these rules:
- eventTimestamp accepts ISO 8601, epoch milliseconds (>= 1e12) or epoch seconds.
Pass my column straight through if it is already one of those. It must resolve
within 50 years past and 5 years future - flag sentinel dates (9999-12-31,
1900-01-01, epoch zero) as rows to drop rather than rows to send.
- Combine separate name and email columns into { "email": ..., "name": ... }.
Only email is required. Split comma-separated recipient strings into an array.
- Send "amount" as a STRING, not a number, so my decimal precision survives.
- Derive CRM "eventType" from my stage or status column, and set "stageCategory"
to open, won or lost explicitly rather than letting Octave infer it.
- ONE SOURCE ROW MAY BE SEVERAL EVENTS. A deal row with both a created date and a
closed date is an opportunity_created event AND a deal_won or deal_lost event,
each with its own eventTimestamp and its own eventId. Do not collapse them.
- Always send "crmLastModifiedAt" on CRM events. Without it an updated deal can
hash identical to the previous push and be dropped as a duplicate.
- Prefer a structured transcript array over a flat string. Decide speaker role by
email domain: my company's domain is "internal", everything else is "external".
- Set "eventId" (<= 255 chars) from the row's stable primary key. Where one row
expands into several events, suffix it per event so each one stays distinct.
- Populate "contactEmails" with every contact on the deal, not just the primary -
it is the biggest single lever on how much activity attaches to the opportunity.
Same for "crmAccountId", "crmAccountDomain" and "lossReason" where I have them.
- On email, call and social rows that already reference a deal, set
"crmOpportunityId" - it skips Octave's participant-matching inference.
- Omit keys whose source value is NULL. Do not send explicit nulls.
Show me the proposed mapping as a table - my column, Octave field, transformation.
List every Octave field you could not source, and every column of mine you ignored.
Wait for me to confirm the mapping before you write any code.
## 5. Then build and deploy it
Target: POST https://app.octavehq.com/api/v2/event/import
Header: api_key: <my Octave workspace key>
Body: { "events": [ ... ] } # max 1000 per request, mixed types allowed
Response: { "jobs": [ { "eventType", "jobOId", "accepted", "preSkipped",
"duplicatesInBatch" } ],
"totalAccepted", "totalPreSkipped" }
One job is created per event type present in the request. Poll each one:
GET https://app.octavehq.com/api/v2/event/import/status?jobOId=<jobOId>
every 5-10 seconds until status is COMPLETED (or FAILED / CANCELLED).
counts.ingested is the authoritative success count. counts.skipped covers
duplicates and non-processable event types and is not an error - alert on
counts.failed instead.
A 400 means NOTHING in that request was imported; the message lists the offending
zero-based indices. Retry 429 and 5xx with exponential backoff, and keep only a
few requests in flight.
Build this for the runtime I named in section 2, and give me:
- the handler code,
- infrastructure-as-code to deploy it - tell me which format you are using and why,
- the watermark held in a managed store rather than on local disk, so a cold start
resumes where the previous run finished,
- credentials read from the platform's secret manager, never baked into the code,
- structured logs carrying ingested / skipped / failed per batch, and an alert
condition worth paging on,
- a note on what happens if a run hits the runtime's execution limit, and what to
change if my history is too large to backfill in a single invocation.
Keep the column mapping in one dict at the top of the handler so I can correct it
without touching the transport or the deployment code.
