AI Call Summary & Automated Follow-Up Email Workflow (Make + Air
Enterprise Resource Planning (ERP)
My role. Automation Specialist & AI Workflow Developer
Task:
Build an AI-driven workflow to turn long client calls into clear, actionable follow-ups for a realtor.
Solution:
The system transcribes each call, extracts key insights and next steps, and generates a polished email draft while automatically syncing all details to Airtable.
Result:
After a quick review, the approved email is sent automatically—saving hours of manual work, keeping the CRM updated, and ensuring fast, professional client communication.
Task:
Build an AI-driven workflow to turn long client calls into clear, actionable follow-ups for a realtor.
Solution:
The system transcribes each call, extracts key insights and next steps, and generates a polished email draft while automatically syncing all details to Airtable.
Result:
After a quick review, the approved email is sent automatically—saving hours of manual work, keeping the CRM updated, and ensuring fast, professional client communication.