Using AI to eliminate months of tedious data entry work
Client: The Payments Association
Hubspot was the source and destination of company data.
Microsoft Bing was used to search for the “about us” page for use in categorisation.
OpenAI’s ChatGPT model was used to categorise the company based on text scraped from the company “about us” page.
N8N was used to build and execute the automation workflow.
""Being able to pass over research and analysis tasks to AI has been a game-changer for our team, freeing up thousands of hours of work.""
The Payments Association faced a formidable challenge: the need to reclassify their extensive database of 20,000 companies on HubSpot CRM by industry. The manual process was not only time-consuming but also prone to inaccuracies, affecting their marketing initiatives.
The goal was straightforward: automate the classification process to save time and enhance data quality. This, in turn, would enable more effective and targeted marketing campaigns.
Leveraging the capabilities of OpenAI, DCS Digital developed an innovative workflow.
The system autonomously connected to HubSpot CRM and fetched company data. It then navigated to each company’s ‘About Us’ webpage to scrape relevant content. This data is passed through OpenAI’s ChatGPT model for automatic classification based on pre-determined industry categories supplied by the client. Once categorised, the updated information is saved back into HubSpot CRM.
The implementation of this automation has not only solved the immediate problem but also opened doors for automating company categorisation using AI in the future. The Payments Association is now positioned to continue to save time, increase accuracy and see a return from their initial investment.
Interested in an automation like this for your business?
A project like this would take 1 – 2 weeks to complete. You can expect to invest between £1.5k – £3k depending on the number of records that need to be processed.