Using files from Zoho CRM in Gemini/ChatGPT/Claude

Using files from Zoho CRM in Gemini/ChatGPT/Claude

Hi all,

I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc.

In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents — typically shared via WorkDrive or uploaded through a file upload field in CRM. As part of our automation, I’m looking to streamline this:
  1. Automatically download the shared file (from WorkDrive or CRM).
  2. Push it to Gemini/Claude, where I’ve set up predefined templates to process the document and extract relevant insights.
  3. Once processed, capture the AI response and update it back to the relevant CRM record.
All of this would be triggered through a single automation setup.

Let me know if you have any ideas, suggestions, or input on how best to streamline or implement this. Main concern is how to pass the file from Zoho to the AI tool. Any APIs or methods?


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