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[Use-case] CRM data extractor from inbound emails #37

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dnlkwak opened this issue Nov 3, 2023 · 0 comments
Open

[Use-case] CRM data extractor from inbound emails #37

dnlkwak opened this issue Nov 3, 2023 · 0 comments

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@dnlkwak
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dnlkwak commented Nov 3, 2023

  • Context: Company gets a lot of inbound emails and chats from interested leads that provide a varying amount of info about themselves and their use-cases
  • Problem: Inbound has to manually enter this info into their CRM and takes hundreds of hours + accuracy is poor
  • Workflow:
    • Email comes in markdown / HTML
    • Extract the following:
      • First name:
      • Last name:
      • Role:
      • Email:
      • Company:
      • Date Inbounded:
      • Painpoint:
      • Urgency: (low, medium, high, none)
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