Documentation › Create report presentations from CRM data, enhanced with enrichment API, and summarized with AI tools

Create report presentations from CRM data, enhanced with enrichment API, and summarized with AI tools

This guide shows how to start using AI to enhance CRM data and create reports automatically. We will walk you through a real example: pulling data from a CRM system, enriching it with publicly available information using APIs like Clearbit or Apollo, feeding the enhanced data into an AI tool (ChatGPT), and generating a PowerPoint report from a PPTX template using Plumsail Documents. We’ll connect all the tools through Power Automate, but the same approach can be applied with other integration platforms.

PPTX report from enrich data

Key Actions

  • Set up the process for PowerPoint report generation in Plumsail Documents

  • Create and configure a flow in Power Automate

  • Extract customer data from Dataverse within the flow

  • Enrich CRM data using Clearbit

  • Use Apollo or other alternatives to enrich CRM data

  • Save enriched data back to Dataverse

  • Analyze and summarize enhanced Dataverse data with ChatGPT

  • Generate a PowerPoint presentation from enriched Dataverse data using Plumsail Documents