Few questions

Hi. I am real estate agent, and i have some work to do on my computer: crm(most of it), google calendar. For me, my work is really messy and chaotic. Bacouse when someone call i have to answear, and talk with him, after that make note in CRM etc….So i want to use AI to automation some on my tasks.

  1. I use my : phone, phone text messages, mail, my own notebook. I already have PLAUD NOTE, which will transcript my phone conversations. Have digital notepad(relevant) and mail and text messages are no problem. So i have this ground converted to text already.
  2. Second layer is my CRM, and google calendar. Maybee i will use also notion, or something like this. But informations i have i have to input in CRM, and google calendar.
  3. Context: my context is my CRM and google calendar. AI tool will have to work, as someone who “know” what already is in this two tools. Additional AI toll have to have “personality” which as i understand i can give him throu prompts.
  4. My plan is to use integrate this in one system. But how? Where should i start if i want to be efficent, dont waste time, and dont become overwelmed?