Transcript-First CRM Automation

A walkthrough of our work-in-progress internal CRM built on Airtable that treats call transcripts as the primary data source rather than manual entry. I’ll show the technical pipeline: Granola captures calls → transcripts flow through chained prompts to extract client needs, generate proposal drafts, and update account health scores → GitHub integrations pull in delivery context → weekly summaries get auto-generated for account managers.

The interesting technical bits: prompt chaining architecture for going from raw transcript to structured proposal sections, how we handle context windows when stitching together multiple calls with the same client, and the surprisingly simple scoring system that flags accounts needing attention. This is held together with Airtable automations and API calls—I’ll show what’s working, what’s duct-taped, and what’s still broken.