[question] CRM Entry Examples

[Sammindinventory]

Any suggestions on how to implement the use case you've shown for CRM Entry?

scenario:

you want to automatically enrich your crm (customer relationship management) system with data from your screen interactions.

workflow:

screen capture: screenpipe continuously monitors your screen activity.

ai analysis: an ai model analyzes the captured screen data in real-time.

crm enrichment: based on the ai analysis, relevant information is automatically added to your crm (e.g., salesforce, notion).

data organization: the ai categorizes and organizes the information within your crm for easy access and retrieval.

benefits:

save time on manual data entry.

ensure your crm is always up-to-date with the latest customer interactions.

improve the accuracy and completeness of your customer data.

[linear]

MED-309 [question] CRM Entry Examples

[Sammindinventory]

[louis030195]

this is more for product management, it updates your PM system based on your screen activity:

https://github.com/mediar-ai/screenpipe/tree/main/examples/typescript/pipe-llama32-comment-linear-while-you-work

and this find customers online while you work based on your screen:

https://github.com/mediar-ai/screenpipe/tree/main/examples/typescript/pipe-find-leads-with-exa-ai

for the CRM thing here's how you can do it, let's say you use notion as a CRM (because their API is simple, it would work with Salesforce and Google Sheets too):

1. you work and engage in sales calls, or sending email to customers (cold or not)
2. the pipe would query screenpipe data every 10 mins and feed the data to an LLM in addition to the CRM data and force it to return structured output which is used to update the CRM or do nothing (for example if the sales person started scrolling tiktok instead of working)
3. then you use the structured output to query the notion API

would work with salesforce, anything

to get started you can use cursor code editor and add as context the few pipes i gave you and ask to generate this workflow