GPT-Powered CRM Search for Music Production
AI-powered CRM search widget allowing music production teams across multiple studios to instantly access client history, project costs, and contact details through natural language queries.
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Measurable Results
Quantifiable business outcomes demonstrating the tangible value of our automation solutions
Reduced CRM search time from 3-6 minutes to instant natural language queries across all global studio locations
Strategic Impact
Significant time reduction creates a cascading effect throughout the organization, allowing teams to focus on high-value activities while maintaining operational excellence at scale.
Key Factor
Time Optimization
Business Value
Workforce productivity and strategic focus
Challenge & Solution
Real business challenges and our targeted automation solutions
Business Bottleneck
Squeak E. Clean Studios team of 15 people spent 3-6 minutes searching through thousands of Monday CRM records when starting new projects. Producers needed quick access to client history and project costs, but manually navigating multiple CRM boards to find previous campaign data, contact details, and calculate total project values was time-consuming and often incomplete, slowing down the creative process.
Solution Points
Built custom Retool widget integrated directly into Monday CRM interface providing seamless AI access across all studio locations
Implemented ChatGPT-powered search processing natural language queries from production teams worldwide
Created project-scoped security system limiting AI access to client-connected data through Monday board connections
Developed client selection workflow requiring new project creation and client assignment before AI search activation
Built cross-board search functionality aggregating data from connected client campaigns and contact databases
Implemented automated cost calculation allowing AI to sum project values across multiple client advertising campaigns
Created contact information retrieval accessing client details including personal information stored in contact database
Integrated Make automations for secure data processing and global CRM connectivity
“Project completed successfully, testimonial pending.”
Project Status
Verified Results
Technical Deep Dive
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