Automated Email Generation for Construction CRM

The primary objective is to streamline and automate the process of generating emails based on the status of deals within monday.com. These emails are to be created using data extracted from CSV attachments associated with deals. The generated emails are saved as draft templates within the client's Gmail account, allowing for convenient review and timely sending.

Problem Statement

Automated Email Generation for Construction CRM -The client faces the challenge of manually composing emails to correspond with the status of deals managed through monday.com. This manual process is time-consuming and prone to errors, leading to delays in communication with potential clients and affecting the efficiency of the construction business. Additionally, organizing and retrieving relevant data from CSV attachments is a cumbersome task.

Our Solution

To address these challenges, we propose an integrated solution. We will develop a custom application that connects monday.com, Gmail, and a CSV parsing mechanism. This application will automatically monitor the status of deals on monday.com

• Monday.com
• Gmail API
• CSV Parsing Library
• Zapier