AI Agent That Reads Your CRM and ERP and Recommends Next Actions
A scheduled AI agent pulls opportunities and activity from the CRM and orders, invoices and payment status from the ERP, compares progress against the monthly target, and posts prioritized, specific recommendations to Slack.
- ×CRM reports pulled by hand
- ×The ERP checked separately for open orders and unpaid invoices
- ×Contacts and past interactions cross-referenced manually
- ×Skipped entirely on busy weeks
- ✓A scheduled AI agent reads the CRM and the ERP
- ✓Deals to push for the monthly target identified
- ✓Accounts with overdue invoices or stalled orders flagged
- ✓A brief with named contacts posted to Slack
Stack
How It Works
Pull CRM and ERP data on schedule
The agent reads opportunities, contacts and activity from the CRM, and orders, invoices and payments from the ERP.
Compare against target
Current pipeline and booked revenue are measured against the monthly target to find the gap.
Reason over what matters
The agent picks the opportunities, contacts and at-risk accounts that matter most for closing that gap.
Post an actionable brief
Recommendations, named contacts, overdue follow-ups and accounts with unpaid invoices post to Slack.
Results
no manual report pulling
pipeline and cash in one view
delivery, no dashboard to check
The Workflows
The agent
- ✓Reads CRM and ERP data through tools instead of exports
- ✓Runs on a schedule, so the brief never depends on someone remembering
- ✓Pulls from several systems through their APIs
The Slack brief
- ✓The gap to target in plain numbers
- ✓Named contacts and next steps, not generic advice
- ✓Account-level advice for individual opportunities
FAQ
Which systems does it read?+
Airtable as the CRM in this build, plus ERP data for orders, invoices and payments. Any CRM or ERP with an API can be connected.
How often does it run?+
On a schedule, typically daily or weekly, and posts straight to Slack.
Does it change any records?+
No. It reads data and posts recommendations. Actions stay with the team.
