Projects

Automated CRM Updates

Email monitor automatically adds campaign respondents to CRM and adds them a new campaign

Using a combination of a workflow automation tool with an embedded step to reach out to an LLM (AI GPT), plus configuring an automation within the CRM platform, we developed a workflow that -

Monitors email for responses from Candidates to email outreach
Passed the email body to an LLM for sentiment analysis to categorize into one of 3 categories: Positive, Negative, Do Not Contact. Given the simple nature of the task, we were able to use a no cost frontier model.
For Positive responses, drafts an email response
For Negative responses (defined as not interested right now but may be in the future), updates Zoho Recruit (adding the candidate if not already a lead) and adds them to a drip campain to be contacted again in 3 months
- Configured Zoho Campaigns to automatically pull in new/updated candidates from Zoho Recruit
For Do Not Contact responses, updates Zoho Recruit (adding the candidate if not already a lead) and marks them as "Opt Out" so they are never contacted again and are never added to any campaigns.