Generate and draft email reports from Copilot CRM visit notes using ChatGPT and Gmail
Generate and draft email reports from Copilot CRM visit notes using ChatGPT and Gmail
Generate concise reports from customer visit notes in Copilot CRM, using ChatGPT to extract and format key information, and create a draft email in Gmail for clear communication, ensuring faster follow-ups and improved customer engagement.
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Overview
Generate concise reports from customer visit notes in Copilot CRM, using ChatGPT to extract and format key information, and create a draft email in Gmail for clear communication, ensuring faster follow-ups and improved customer engagement.