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Library / CRM & Sales Pipeline

CRM & Sales Pipeline

Manage Airtable CRM Records with an OpenAI Sub-Agent

When called by another workflow, an OpenAI CRM agent reads the Airtable schema, lists records and creates opportunities, then retries if needed.

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The steps

  1. Response
  2. Try Again
  3. When Executed by Another Workflow
  4. get_schema
  5. CRM Assistant
  6. list_records
  7. Window Buffer Memory
  8. create_opportunity
  9. update_opportunity
  10. OpenAI Chat Model
  11. create_contact
  12. update_contact

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