AI Automation

Gmail AI Extractor Automated Email-to-CRM Data Pipeline

Turn raw customer emails into structured CRM records automaticallyno manual re-typing, no missed details.

Gmail AI Extractor – Automated Email-to-CRM Data Pipeline case study
Meridian Sales Partners · AI Automation
Meridian Sales Partners logo
Client

Meridian Sales Partners

Product Overview

Sales and support teams lose hours each week manually re-typing details from customer emails into a CRM. Built for Meridian Sales Partners, Gmail AI Extractor is an AI-powered Gmail automation platform that converts unstructured customer emails into structured CRM data automatically, removing that re-typing step entirely.

The core mechanism securely connects a user's Gmail account through OAuth 2.0, monitors CRM-related emails as they arrive, and uses Google Gemini 2.5 Pro to extract important customer and deal information from the raw email text. Extracted fields are then used to automatically create CRM records in Monday.com in real time so reps spend their time on follow-up, not data entry, and the CRM stays current without anyone touching a keyboard.

Tech stack
  • n8n
  • Google Gemini
  • Gmail API
  • Google OAuth 2.0
  • PostgreSQL
  • Supabase
  • Monday.com
  • Next.js
  • Vercel

What we delivered

  • Gmail OAuth 2.0 connection that securely links a user's inbox without manual export/import steps.

  • Inbox monitoring flow that watches for CRM-related emails as they arrive.

  • Gemini 2.5 Pro-powered extraction pulling structured customer and deal fields out of raw email text.

  • Automated CRM record creation in Monday.com, triggered directly from the extracted email data.

  • Real-time sync keeping Monday.com records current the moment a relevant email lands.

  • n8n and Supabase/Postgres pipeline handling the extraction-to-CRM flow end to end.

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