Two one click scripts handle the encrypted Excel files that arrive by email and keep the CRM updated
He had the AI on Windows develop two PowerShell scripts for multi step data processing, each with a small window on top that launches the whole process with a single click. Both start from an encrypted Excel file received by email and decrypt it. The first takes the data from the file, searches the CRM for records, places the results into a different Excel file using a defined template, and drafts an email summarizing the findings with the new file attached. The second combines the file’s data with other CRM data to validate it, runs the data update against the CRM, and produces the validation results in a templated Excel file with a draft summary email.
How it works
- Decrypt the emailed Excel file
- Search or validate against the CRM
- Write results into a templated Excel report
- Draft a summary email with the report attached
- Launch the whole chain with one click
Why it’s worth knowing
Nothing here is an app. It is the glue work between an inbox and a CRM that used to be somebody’s afternoon.
Where it’s from
Summarized from a public post on reddit.com. See the original ↗