Model…Open Supplier Portal
Automations

Complete CRM Record

Fills missing account fields in the CRM from the Key Account Overview and recent emails.

Live / InteractiveAI detected: AI detects an incomplete CRM accountCRM · by Lena Hoffmann
Status
No runs
Next run
On demand
AI detects an incomplete CRM account
Runs
23
incl. history before this demo DB
Success rate
91.3%
Avg. duration
17.0 s
7 manual steps saved per run

Run history

Every run is stored with steps, inputs, results, screenshots and errors – an audit trail of the AI automation.

RunStartedDurationRuntimeTriggerTarget
No runs yet. Start one with a connector.

Steps

Runs in the employee's browser via the assistant – with the user watching and confirming.

  1. 1
    Read CRM account page
    Browserread_crm
  2. 2
    Search Customer Information
    Knowledgesearch_knowledge
  3. 3
    Fill missing account fields
    LLMfill_crm
  4. 4
    Save account
    Browsersave_crm

Runtimes

Live browserNot available
Background browserNot available
API workerNot available

Sensitive values (IBAN, credentials) are masked in logs and screenshots.