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Day 11 of 60: I Built a Script That Reads Raw Client Intake Text and Creates Clean CRM Records Automatically
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Day 11 of 60: I Built a Script That Reads Raw Client Intake Text and Creates Clean CRM Records Automatically

DEV Community·Cess Mbugua·6 months ago
#jft7MrFF
#python#automation#ai#airtable#intake
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Every agency hits the same wall. A potential client fills out an intake form. What comes back is a block of unstructured text. Someone has to read it, extract the budget buried in the prose, assess urgency, and manually create a CRM record.

For five clients a week that's an annoyance. For fifty it becomes a part-time job. For a hundred it breaks the business.

So I automated it.

What I Built

A Python script that:

Reads raw intake text exactly as a client types it

Sends it to Claude with a structured extraction prompt

Receives a clean JSON object back

Validates every field with Pydantic

Saves the complete record to Airtable automatically

No human reads the intake. No human creates the CRM entry.…

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