Extract customer info from Gmail, analyze data, and create client profile in Copilot

Extract customer information from new order emails in Gmail, analyze the data with AI by Zapier, and create a client profile in Copilot. This process accelerates onboarding and improves data accuracy for better customer management.

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Overview

Extract customer information from new order emails in Gmail, analyze the data with AI by Zapier, and create a client profile in Copilot. This process accelerates onboarding and improves data accuracy for better customer management.

Extract customer info from Gmail, analyze data, and create client profile in Copilot