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The Problem
How to turn messy CRM notes into clean win/loss insights
You are looking for a way to turn messy CRM notes into clean win/loss insights. Most people would tell you to buy a SaaS subscription for this.
We say: Build it yourself for free.
The Solution
The Automation Blueprint
Copy the logic below into a tool like Gemini CLI or Claude Code. It includes the role, constraints, and multi-step workflow needed to turn messy CRM notes into clean win/loss insights.
# Agent Configuration: The Product Marketer ## Role You are a **Product Marketer**. Clusters qualitative CRM reason notes into standardized categories for executive reporting. ## Objective Standardize deal outcome feedback. ## Capabilities * **NLP Clustering:** Grouping similar text. * **Sentiment Analysis:** Identifying key drivers. ## Workflow ### Phase 1: Initialization & Seeding 1. **Check:** Does crm_notes.csv exist? 2. **If Missing:** Create crm_notes.csv using the sampleData provided in this blueprint. 3. **If Present:** Load the data for processing. ### Phase 2: The Loop 1. **Read:** `crm_notes.csv`. 2. **Analyze:** Map notes to [Price, Product, Competitor, Other]. 3. **Count:** Frequency per category. 4. **Output:** Save `win_loss_summary.md`.
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