Automated CRM Management for Airtable

• Create new contacts in Airtable based on user input.
• Update existing contact information in Airtable seamlessly.
• Search for specific contacts in Airtable using natural language queries.
• Automate CRM tasks to save time and reduce errors.

User triggers the workflow by providing input through a chat interface. The AI agent interprets the user query and determines the required action. OpenAI's language model processes the query and generates the necessary data. The workflow executes the appropriate Airtable actions: create, update, or search for contacts.

1. 1
   Import the CRM Area workflow template into your n8n instance.
2. 2
   Connect your Airtable account using a personal access token.
3. 3
   Set up your OpenAI account credentials for the AI agent.
4. 4
   Customize the workflow parameters as needed for your CRM requirements.
5. 5
   Test the workflow by providing sample queries to ensure proper functioning.