Case study · AI automation
Astro Tex
A Houston company connects its CRM, accounting and day-to-day operations to ChatGPT, so the team gets answers from live business data in plain language.
CRM
Connected to ChatGPT
Books
Accounting data in ChatGPT
1
Place to ask about the business
Challenge
Where they started.
Astro Tex ran its sales pipeline in a CRM and its finances in a separate accounting system, with the rest of the operation spread across spreadsheets and inboxes. Answering a simple question such as which customers had open invoices and active deals meant pulling reports from several tools and reconciling them by hand.
Approach
What we actually did.
- 01
Mapped the data first
We documented which systems held customers, deals, invoices and payments, who owned each one and which questions the team asked every week. - 02
Built secure connectors
We connected the CRM and the accounting platform to ChatGPT through authenticated connectors with read access scoped to what each role needs. - 03
Automated the handoffs
n8n workflows keep records in sync between systems and trigger follow-up when a deal closes or an invoice goes unpaid. - 04
Trained the team
We ran working sessions in Houston so staff could ask ChatGPT about pipeline, receivables and customer history and verify the answers against the source systems.
Outcome
What it looks like today.
Astro Tex now asks business questions in ChatGPT and gets answers built from its live CRM and accounting data, instead of exporting and stitching reports together. The same connections power the automations that keep both systems aligned.
Services in play