Integrating CRM Data for Natural Language Queries via Telegram Bot
Hi all, I’m working on a use case where I need to query a CRM-like dataset in natural language via a Telegram bot. The CRM data is split across multiple CSV files (companies, contacts, opportunities, contracts, etc.), all stored in Google Drive. I’d like to know if Lindy can support this setup by:
Creating a knowledge base that syncs automatically (e.g. daily) from CSV files in Google Drive.
Using this KB as the source for natural language queries.
Returning answers to Telegram users without having to manually re-upload the files.
Is this workflow supported today? Or would it require combining Lindy’s KB with Google Sheets actions / external vector DB? Any examples or best practices would be very helpful. Thanks in advance!