Day 4: Generating CRM Notes with GPT-4 #AIAutomation #GPTCRM

npm install axios react-native-dotenv

import axios from 'axios';
import { OPENAI_API_KEY } from '@env';

const GPT_API_URL = 'https://api.openai.com/v1/chat/completions';

export const generateCRMNotes = async (transcriptionText) => {
    try {
        const response = await axios.post(
            GPT_API_URL,
            {
                model: 'gpt-4',
                messages: [
                    {
                        role: 'system',
                        content: "You are an AI assistant that formats sales meeting transcripts into structured CRM notes.",
                    },
                    {
                        role: 'user',
                        content: `Summarize this sales meeting: ${transcriptionText} \n\n Provide:
                        - Summary (2 sentences)
                        - Key discussion points
                        - Follow-up actions
                        - Next meeting suggestions`,
                    },
                ],
            },
            {
                headers: { Authorization: `Bearer ${OPENAI_API_KEY}` },
            }
        );

        return response.data.choices[0].message.content;
    } catch (error) {
        console.error('GPT API Error:', error);
        return 'Error generating CRM notes. Please try again.';
    }
};

import React, { useState } from 'react';
import { View, Text, Button, StyleSheet, ActivityIndicator, Alert } from 'react-native';
import VoiceRecorder from '../components/VoiceRecorder';
import { uploadAudio, transcribeAudio, getTranscriptionResult } from '../api/transcriptionService';
import { generateCRMNotes } from '../api/gptService';

export default function HomeScreen() {
    const [recordingUri, setRecordingUri] = useState(null);
    const [transcription, setTranscription] = useState('');
    const [crmNotes, setCrmNotes] = useState('');
    const [isLoading, setIsLoading] = useState(false);

    const handleRecordingComplete = (uri) => {
        setRecordingUri(uri);
        Alert.alert('Recording Saved', `Saved to: ${uri}`);
    };

    const handleTranscribe = async () => {
        try {
            setIsLoading(true);
            const audioUrl = await uploadAudio(recordingUri);
            const transcriptId = await transcribeAudio(audioUrl);

            let status = 'processing';
            let transcriptData = null;

            while (status === 'processing' || status === 'queued') {
                transcriptData = await getTranscriptionResult(transcriptId);
                status = transcriptData.status;

                if (status === 'completed') {
                    setTranscription(transcriptData.text);
                    break;
                } else if (status === 'failed') {
                    Alert.alert('Transcription Failed');
                    break;
                }
                await new Promise((resolve) => setTimeout(resolve, 3000)); // Poll every 3s
            }
        } catch (error) {
            console.error('Transcription Error:', error);
            Alert.alert('Error', 'Failed to transcribe audio');
        } finally {
            setIsLoading(false);
        }
    };

    const handleGenerateCRMNotes = async () => {
        if (!transcription) {
            Alert.alert('No Transcription', 'Please transcribe a voice memo first.');
            return;
        }

        try {
            setIsLoading(true);
            const formattedNotes = await generateCRMNotes(transcription);
            setCrmNotes(formattedNotes);
        } catch (error) {
            Alert.alert('Error', 'Failed to generate CRM notes');
        } finally {
            setIsLoading(false);
        }
    };

    return (
        <View style={styles.container}>
            <Text style={styles.title}>AI Sales Assistant</Text>
            <VoiceRecorder onRecordingComplete={handleRecordingComplete} />

            {recordingUri && <Button title="Transcribe Memo" onPress={handleTranscribe} />}
            {transcription && <Button title="Generate CRM Notes" onPress={handleGenerateCRMNotes} />}

            {isLoading && <ActivityIndicator size="large" color="#0000ff" />}
            
            {transcription ? <Text style={styles.text}>Transcription: {transcription}</Text> : null}
            {crmNotes ? <Text style={styles.text}>CRM Notes: {crmNotes}</Text> : null}
        </View>
    );
}

const styles = StyleSheet.create({
    container: { flex: 1, justifyContent: 'center', alignItems: 'center', padding: 10 },
    title: { fontSize: 24, fontWeight: 'bold', marginBottom: 20 },
    text: { marginTop: 10, fontSize: 16 },
});

npx expo start

📌 **Summary:**  
Discussed potential SaaS integration with ABC Corp. Awaiting IT team approval.

📌 **Key Points:**  
- Interest in SaaS solution  
- Needs a custom integration  
- IT team to review

📌 **Follow-up Actions:**  
- Check back in one week  
- Send integration details  

📌 **Next Meeting Suggestion:**  
- Schedule a call with ABC Corp’s IT team next Tuesday.