Session on Automation and CRM Integration

📅 2024-12-24 — Session: Session on Automation and CRM Integration

🕒 23:00–23:15
🏷️ Labels: Automation, CRM, Monitoring, Notification, Gamification
📂 Project: CRM
⭐ Priority: MEDIUM

Session Goal

The session aimed to explore and plan the integration of notification and monitoring systems into daily routines and business processes.

Key Activities

1. Integrating Notification System into Routine: Discussed implementing a notification system to remind the user at specific times, along with scheduling dedicated time blocks for focused tasks.
2. Implementing a Monitoring System for Conversations: Highlighted the importance of tracking interactions for future conversations, suggesting the use of a CRM or a simple document/database.
3. Practical Approach to Automation in Monitoring: Discussed automating monitoring processes to focus on important tasks, suggesting that integration can lead to a natural workflow.
4. Gamified Interface Concept for Learning: Proposed creating a game-like interface for learning, utilizing a digital card deck system to enhance user engagement.
5. Creating a Family Network: Proposed creating a network of the user’s relatives by listing close family members and gathering specific details.

Achievements

• Developed a plan for integrating notification and monitoring systems into routines and CRM processes.
• Conceptualized a gamified learning interface.
• Initiated the idea of a family networking system.

Pending Tasks

• Further development and implementation of the notification and monitoring systems.
• Design and prototype of the gamified learning interface.
• Collection of family details for networking.