📇 CRM Contact Manager

A Slack bot that turns messages and business card photos into Monday.com contacts — powered by Claude AI.

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✨ How it works

Send a message (or photo) in Slack — the bot handles the rest.

You:  "Met Sarah Johnson, VP of Sales at TechCorp — sarah@techcorp.com, 555-1234"

Bot:  📋 Contact Found
      ─────────────────────────
      Name     Sarah Johnson
      Title    VP of Sales
      Company  TechCorp
      Email    sarah@techcorp.com
      Phone    555-1234
      ─────────────────────────
      Add to Monday.com? yes · no · edit

Under the hood:

Slack Message
     │
     ▼
API Gateway  ──▶  Lambda Function
                       │
          ┌────────────┼────────────┐
          ▼            ▼            ▼
       Bedrock      DynamoDB       S3
     (Claude AI)  (temp storage) (images)
          │
          ▼
      Monday.com

1. You send a message or upload a business card photo in Slack
2. Claude AI reads it and pulls out the contact details
3. The bot shows you a preview — approve, reject, or edit
4. On approval, the contact lands in your Monday.com board

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🚀 Getting started

Prerequisites

Tool	Notes
AWS CLI	Configured with aws configure
Node.js 22+	nodejs.org
AWS CDK	npm install -g aws-cdk
Slack workspace	With permission to create apps
Monday.com	With API access

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1 · Deploy to AWS

cd agents/crm-contact-manager/cdk
npm install
cdk bootstrap        # first time only — sets up CDK in your AWS account
npm run build
cdk deploy

💡 Save the API Gateway URL printed at the end — you'll need it in the next steps.

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2 · Set environment variables

In the AWS Lambda Console, find CrmContactManager-SlackHandler → Configuration → Environment variables:

Variable	Where to get it
SLACK_BOT_TOKEN	Slack app → OAuth & Permissions → Bot User OAuth Token
SLACK_SIGNING_SECRET	Slack app → Basic Information → Signing Secret
MONDAY_API_TOKEN	Monday.com → Avatar → Developers → My Access Tokens
MONDAY_BOARD_ID	The number in your board's URL: /boards/1234567890

Setting up Slack: Go to api.slack.com/apps → Create New App → add these bot token scopes: chat:write · files:read · channels:history · groups:history · im:history · mpim:history

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3 · Connect Slack to your API

In your Slack app settings → Event Subscriptions:

• Toggle Enable Events on
• Set the Request URL to your API Gateway URL + /slack/events
• Subscribe to bot events: message.channels · message.groups · message.im · message.mpim
• Save and reinstall the app when prompted

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4 · Try it out

/invite @CRM Contact Manager

Then drop a message with contact info. Reply yes to save, no to discard, or edit email to new@example.com to tweak a field before saving.

Business cards work too — just upload a photo and the bot will read it.

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🔧 Troubleshooting

Bot not responding?

aws logs tail /aws/lambda/CrmContactManager-SlackHandler --follow

Symptom	Likely cause
Invalid signature	Wrong SLACK_SIGNING_SECRET
No response at all	Missing env vars or Slack events not configured
Monday.com error	Token doesn't have board access, or wrong MONDAY_BOARD_ID
Lambda timeout	Increase timeout to 60s in the Lambda console

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