AI 化 CRM 客户管理系统！连接 AI 智能体完全教程！Notion 腾讯文档 飞书连接Workbuddy Codex

Free Notion templates and various resources. Systematically learn Notion, Obsidian, Artificial Intelligence, and the Apple ecosystem. Welcome to visit my website: theshikilab.com We offer paid template trials and system course previews. Bundle purchases also come with discounts! For payment issues, please contact me directly: WeChat: shiki066 Telegram: shiki035 Email: [email protected] BGM: https://dova-s.jp ❤️🧡💛💚💙 To let AI help you manage your customers, you only need two things: 1. A logically clear customer management table to store all data. 2. A smart AI agent to read and manipulate your customer management table. I've already built a usable CRM system using online spreadsheets like Notion, Tencent Docs, and Lark. So, the next step is to connect them with AI software to truly transform your customer management system into an AI-powered CRM. Today I'll share how to connect Notion, Tencent Docs, and Lark using WorkBuddy, Codex, Hermes Agent, and OpenClaw. Once connected, and with the right skills, you can gradually implement features like automatically adding customers, reminding for follow-ups, and generating follow-up scripts.