{
  "$schema": "https://promptfoo.tech/schemas/workflow-template.json",
  "name": "Make.com: Airtable CRM Auto-Summarize Deal Notes",
  "slug": "make-airtable-crm-auto-summarize",
  "platform": "Make.com",
  "category": "make",
  "difficulty": "Intermediate",
  "tags": [
    "make",
    "airtable",
    "crm",
    "claude"
  ],
  "summary": "Roll up every note, call, and email against an Airtable deal into a live one-paragraph 'current state' summary that updates on any change.",
  "overview": "Airtable is a great DIY CRM until you have 40 notes on a deal and can't remember where you stand. This Make scenario watches the Notes table, gathers all notes for the parent deal, and updates a single 'Current state' field with a Claude-generated summary. Open any deal, know exactly where things stand in one paragraph.",
  "variables": {
    "WEBHOOK_URL": "<your webhook URL>",
    "API_KEY": "<your provider API key>",
    "ANTHROPIC_API_KEY": "sk-ant-..."
  },
  "steps": [
    {
      "order": 1,
      "name": "Add the field",
      "description": "Deal table: 'Current state' (long text, AI-generated). Not user-editable."
    },
    {
      "order": 2,
      "name": "Watch Notes creation",
      "description": "Trigger only on new notes, not edits. Batch-edit updates fire another module."
    },
    {
      "order": 3,
      "name": "Aggregate context",
      "description": "Pull last 20 notes for the deal, ordered by date. Include your own tags/labels."
    },
    {
      "order": 4,
      "name": "Prompt Claude",
      "description": "'Summarize the current state of this deal in one paragraph. Emphasize blockers, decision-maker sentiment, and the next step.'"
    },
    {
      "order": 5,
      "name": "Update the deal",
      "description": "Idempotent — always overwrite. Include a timestamp at the end."
    }
  ],
  "howItWorks": [
    "Trigger: any new row in the Notes table.",
    "Fetch all notes for the linked deal ordered by date.",
    "Claude summarizes: current status, blockers, next action, decision-maker sentiment.",
    "Write back to the deal's 'Current state' field."
  ],
  "benefits": [
    "Zero mental overhead to context-switch between deals.",
    "Handoffs to teammates are instant — the summary IS the briefing.",
    "Weekly reviews take minutes, not hours."
  ],
  "useCases": [
    "Founders / consultants running deals in Airtable.",
    "Agencies where account owners rotate.",
    "Recruiting teams tracking candidate pipelines."
  ],
  "example": "'Current state (updated 2026-06-13): Waiting on CFO sign-off after positive VP demo on 6/10. Blocker is procurement's SOC2 review — Alex asked us to send the report by Friday. Next: send SOC2 + set a check-in for 6/17.'",
  "faqs": [
    {
      "q": "What about token cost for 40+ notes?",
      "a": "Trivial — even 40 notes rarely exceed 8K tokens. About $0.02 per deal update."
    },
    {
      "q": "Can I trigger on stage change too?",
      "a": "Yes — add a second trigger on the deal table. Same downstream logic."
    },
    {
      "q": "Hubspot / Pipedrive alternative?",
      "a": "Same pattern with different modules. Both have native Make integrations."
    }
  ],
  "source": "https://promptfoo.tech/workflows/make-airtable-crm-auto-summarize",
  "updated": "2026-06-13",
  "license": "CC-BY-4.0"
}