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Day 11 of 60: I Built a Script That Reads Raw Client Intake Text and Creates Clean CRM Records Automatically

DEV Community·Cess Mbugua·19 days ago
#jft7MrFF
#python#automation#ai#airtable#intake#record
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Every agency hits the same wall. A potential client fills out an intake form. What comes back is a block of unstructured text. Someone has to read it, extract the budget buried in the prose, assess urgency, and manually create a CRM record. For five clients a week that's an annoyance. For fifty it becomes a part-time job. For a hundred it breaks the business. So I automated it. What I Built A Python script that: Reads raw intake text exactly as a client types it Sends it to Claude with a structured extraction prompt Receives a clean JSON object back Validates every field with Pydantic Saves the complete record to Airtable automatically No human reads the intake. No human creates the CRM entry. A clean lead appears in Airtable ready for follow-up — in seconds. New Skills This Introduced Structured extraction prompting Telling Claude to return only JSON with specific fields, making AI output predictable and parseable.…

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