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Building a Mini CRM with DUST: Seeking Tagging Strategies and Insights

Avatar of Damien LaborieDamien Laborie
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Happy New Year everyone šŸŽŠ, Iā€™m building a mini CRM using CODA. Currently, I have a single CODA ā€œdocumentā€ with common pages and a specific page for each prospect. Using DUSTā€™s API (document upsert), this translates into a DUST data source (a folder) containing multiple documents. My challenge is to create a DUST assistant that allows users to limit the scope to a specific prospect. Is this achievable using DUST tags? Or would I need to set up a separate data source per prospect? More generally, do you have any insights or experiences to share about using tags effectively? Thanks in advance for your help!

3 comments

  • Avatar of yutcam (Dust)
    yutcam (Dust)
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    Hey Damien Laborie! Happy new year āœØ Here are the two possible approaches for your CRM assistant with Coda data: 1. Create a Dust App using semantic search with dynamic tag filtering - better if your data set is large 2. Use table query assistant by upserting data as tables - simpler to implement but works best with smaller data sets that fit in the LLM context We are currently writing a guide regarding this topic. I'll share it with you once it is finished.

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  • Avatar of Damien Laborie
    Damien Laborie
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    Thanks, I appreciate it Looking forward to receiving the guidance for Solution 1.

  • Avatar of yutcam (Dust)
    yutcam (Dust)
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    you are welcome!