Softr AI Tutorial: Build a No-Code CRM & Workflow Automation

Sponsored by Softr: Check out the link below to get started. 👉 https://get.softr.io/a9gl73jeb9xk #AI #Softr #WorkflowAutomation #CRM #NoCode #BusinessAutomation #Database #ArtificialIntelligence #Automation #SoftrAI #TechTutorial #Productivity In this video, sponsored by Softr, I’m showing you my favorite software feature of 2025: Softr Workflows. We are going to build a complete workflow automation system that takes incoming emails, uses AI to categorize them (Meetings, RFPs, Agentic requests), and automatically routes them into the correct CRM or database. I’ll walk you through setting up the email trigger, crafting the perfect AI prompt to categorize your data, and setting up branching logic. Finally, we will look at how to surface this data in the UI so your team can chat with the data using Softr AI. ## Chapters 00:00 Introduction and Sponsor Message 00:10 Setting Up Email Workflows 01:42 Creating and Using Triggers 02:20 Categorizing Emails with AI 04:26 Building Workflow Branches 05:29 Adding Records to the Database 08:06 Optimizing AI Models 11:05 Integrating AI with the User Interface 15:21 Final Thoughts and Sponsor Reminder