Summarize CRM Prospect Interactions with AI (Easy No-Code Workflow Tutorial) скачать в хорошем качестве

Summarize CRM Prospect Interactions with AI (Easy No-Code Workflow Tutorial)

In this expert tutorial, Guillaume Duvernay (Growth Marketer at Softr) walks you through building a "Magic Button" for your CRM: a single click that instantly reads every email, meeting note, and call log associated with a deal and generates a concise, 3-bullet-point summary. This workflow solves the problem of "context switching." Instead of sales reps spending 20 minutes reading through months of history before a call, they can get an up-to-the-second AI digest of exactly where the deal stands. We will build a custom workflow that: Triggers on Demand: Using a button in the interface to fire a specific backend automation. Aggregates Data: Automatically finding and fetching all related "Interaction" records linked to a specific Company/Deal. Contextualizes: Feeding those records + the original demo request into an AI model. Summarizes: Prompting the AI to output a structured status update (Progress, Current Status, Next Steps). Updates the UI: Writing the summary back to the Deal record and auto-refreshing the page so the user sees it instantly. This is the ultimate "catch-up" tool for busy sales teams. Get the Template: Copy the full Softr app template (Interface + Database) in one click: https://www.softr.io/templates/ai-crm ⏰ TIMESTAMPS: 0:00 - The Goal: One-Click Deal Status Updates 0:41 - Setting up the "Run Custom Workflow" Button 01:28 - Configuring the Loading Screen for UX 01:46 - Step 1: Fetching Deal Data via Record ID 02:13 - Step 2: Finding Related Interaction Records 02:40 - Step 3: The AI Summarization Prompt 03:07 - Step 4: Updating the Deal Record 03:29 - Final Step: Refreshing the Page to Show Results 03:56 - Manual Trigger vs. Automated Database Agents Learn more: Website: https://bit.ly/49d0I41 Help Docs: https://docs.softr.io/ Softr Community: https://bit.ly/3HC7uUN Softr blog: https://bit.ly/3ugAONV About Softr: Softr is the easiest, fastest no-code platform for building business apps, like portals and internal tools— without coding. Used by over 500,000 teams, and Fortune 500 brands like Google and Universal.