u/plants_brokenstrings

Sending tasks into a 3rd party CRM?

Been spending more time with building agents recently (but definitely not an expert). I currently have an agent and a python script to complete the below, but struggling with finding the best way to get it into a single workflow that I can share with my team.

First, my agent is used to extract a list of tasks from call recordings or notes, structured in a JSON format that our third party CRMs API accepts. I then input this to a python script that ingests this as tasks to the CRM.

I've tried building as both an agent and a flow but struggling with the copilot studio UI.

Any pointers from the community? Or even suggestions for technical guides to support this?

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u/plants_brokenstrings — 4 days ago