Sell this AI Client Intelligence System for $500/mo
AI Summary
Video Title: Build an AI Client Intelligence System
1. Introduction
- Most businesses waste hours on emails, websites, and notes.
- Goal: Create an AI client intelligence system using N8 and firecrawl.ai.
- Features:
- Chat with client websites.
- Recall any email from clients.
- Transcribe and store meeting notes.
2. Overview of the System
- Key Components:
- AI agent with memory.
- Vectorization of emails and meeting transcripts.
- Interaction with client websites via firecrawl.ai.
3. Demo
- Demonstration of technology integration with a demo of firecrawl.
- Use Case Examples:
- Finding the cheapest coffee on a website.
- Accessing a company’s mission statement.
4. Setting Up the System
- Step-by-Step Instructions:
- Start with N8N for automation and workflow management.
- Incorporate various tools to scrape websites intelligently.
- Setup an AI agent to manage interaction with the client databases.
- Using Firecrawl:
- Allows structured querying of websites, extracting specific information.
- Setting Up AirTable:
- Use it as a CRM to store client data, emails, and meeting details.
5. Vectorization Process
- Mechanism to store and retrieve relevant information from emails and transcripts.
- Regularly checks for new emails and meetings to update memory.
6. Testing the System
- End-to-end testing of workflow to ensure accurate data retrieval.
- Demonstrations of calculations like identifying the cheapest products and summarizing client interactions.
7. Conclusion
- Automated systems like this can save businesses significant time and improve efficiency.
- Highlighted the potential for selling the solution to other businesses.