Personal CRM build with AI NoCode
AI Summary
Summary of Video: Building a Custom CRM Part 2
- Objective:
- Build a custom CRM using a no-code AI tool called Data Button, focusing on personal organization.
- Current Features:
- Full dashboard created.
- Manage tasks with options to edit and create.
- Contact management included.
- Idea Hub feature for dumping ideas.
- Integration with OpenAI for idea transcription and organization.
- Project management similar to Trello with drag-and-drop functionality.
- Plan for Part Two:
- Task image upload functionality.
- Integration with ChatGPT API for enhanced idea management.
- Audio transcriptions for ideas.
- Define project management features based on Trello.
- Backend Setup:
- Built on Firebase with complete authentication and database setup.
- Current project website: Sane Flow, designed for personal use.
- Task Management:
- Tasks Feature: Create, edit, and prioritize tasks with images and links.
- New task creation includes options for due dates and recurrence (hourly, daily, etc.).
- Image Uploads and Security:
- Set up Firebase Storage for image uploads.
- Defined security rules to ensure proper access control.
- Ideas Management:
- Capture and process ideas using OpenAI’s audio-to-text capabilities.
- Organized idea submissions into clear, actionable insights.
- Project Pipeline Creation:
- Developed projects feature with card management based on Trello capabilities.
- Functionality to create, edit, and manage project lists and tasks.
- Future Developments:
- Continuation in Part 3 will include more features like notifications, user settings, and profile management.
- Community engagement encouraged for feedback and feature suggestions.