Inbox-to-CRM Automation
Messy inbound email goes in; clean, routed CRM records come out. Each message is read by an LLM that extracts the contact, the intent and urgency, a one-line summary, the queue it should land in, and a drafted reply — then files it where it belongs.
This is a working demo on a seeded inbox (no real mail). Extraction runs server-side on claude-haiku-4-5; with no API key or once a rate limit is hit it serves pre-computed results of the identical shape, so it always works.
0 of 7 emails routed into the CRM.
Inbound — raw inbox
Before — raw email
- From
- Dana Whitfield <dana@westbrookdental.com>
- Subject
- do you do booking automation??
hi there — found you through a friend. we're a 3-location dental practice and our front desk is drowning. patients call, we miss half of them, and we're double-booking on the paper calendar lol. is this something you build? we'd want online booking + text reminders that actually sync to our system. ballpark we've got maybe $6-10k for it. how soon could you start? we're in Austin. thanks, Dana (office manager, Westbrook Family Dental)
After — CRM record
Hit Process this email to extract a structured record.
Mock CRM
routed by destinationNo records yet.
Process an email above and watch it land in the right queue here.
Want this wired to your real inbox and CRM? Get in touch.