You need an agentic CRM

How to Build an Agentic CRM for Your Life and Business

Step 1: Identify Input Surfaces

• Begin by identifying all the input surfaces from which you interact with people daily, such as Slack, Gmail, or any custom software used in your business.

Step 2: Choose an Agentic Tool

• Select an agentic tool that suits your needs. Options include Claude Code, Codex, the Claude desktop app, or a custom tool like Cortex OS.

Step 3: Connect External Services

• Integrate external services with your chosen agentic tool using an MCP server or similar tool. This will help create a custom CRM that centralizes data about important contacts.

Building a Centralized Database

• The system allows you to pull meeting transcripts, email histories, and chat logs into a structured database linked to each person of interest. This facilitates tracking interactions and preparing for future meetings.

Infinite Memory System

• With this setup, you can maintain extensive records of interactions with individuals. It helps store action items and ensures commitments are met without missing details.

Automating Deliverables

• Connect actionable deliverables from interactions to AI automations that execute tasks automatically. This reduces manual work while enhancing productivity in business operations.

Community Learning Opportunity

• For those interested in learning more about using agentic tools for automation in business contexts, additional resources are available through the speaker's school community; link provided in bio.