Classify action items from Microsoft Teams to CRM

• Automatically classify tasks from team discussions in Microsoft Teams.
• Integrate action items directly into a CRM for better tracking.
• Reduce manual data entry by automating task management.
• Enhance team productivity by streamlining communication and task assignment.

Triggers when a new message is received in Microsoft Teams. Fetches relevant data from Microsoft Teams for processing. Uses AI to classify action items from the fetched data. Sends the classified action items to a CRM for tracking and follow-up.

1. 1
   Import the workflow template into n8n.
2. 2
   Configure the Microsoft Teams webhook to receive messages.
3. 3
   Set up the HTTP request to fetch data from Microsoft Teams.
4. 4
   Connect the AI classification node with the appropriate model.
5. 5
   Configure the CRM endpoint for sending classified action items.