CRM Entity Extraction

Standard Operating Procedure (SOP) that bridges extraction logic to CRM append operations via atomic nodes.

Lean Philosophy (Principles)

• Kaizen (改善): This workflow relies entirely on discrete, single-responsibility atomic nodes rather than a monolithic loop.
• Standardized Work (Hyojun Sagyo): This node represents a strict, step-by-step Standard Operating Procedure (SOP) for data extraction and persistence.
• Jidoka (自働化): Includes autonomous self-healing loops with hard verification stops between every step.

CRM Entity Extraction SOP

This procedure guides the agent to extract structured data and append it to a CRM spreadsheet using explicitly defined atomic nodes.

Cognitive Directives

WHEN [A business-related email or note containing CRM data is received] THEN [ Follow this strict Standard Operating Procedure:

Step 1: Entity Extraction

• Execute the LLM-Extract-JSON atomic skill to extract structured entities (name, org, date).
• Jidoka Stop: Check if the sub-agent returns a valid JSON object matching the requested schema. IF it returns unstructured text, instruct the skill to format correctly and retry. Do NOT proceed until valid JSON is acquired.

Step 2: Append to CRM

• Execute the Google Sheets Append Row (or equivalent) atomic node, passing the extracted JSON row.
• Jidoka Stop: Verify the atomic node returns a successful JSON confirmation. IF the API request fails, retry up to 3 times with the exact error output. IF it still fails, report the error and STOP. ]

Expected Output

A JSON summary of the extracted data and the successful append confirmation.