AI Assistant in GTG CRM: Virtual Assistant for Small Businesses

Overview

AI Biz Assistant is the intelligent assistant within GTG CRM, helping businesses query, synthesize, and understand data directly within the system. Instead of searching through individual reports, businesses can ask the AI questions directly and receive answers based on their actual business data.

Why Do Businesses Need AI Biz Assistant?

Current Situation

Many businesses face issues:

• Data is not lacking, but they don't know where to start analyzing
• Information is scattered across multiple locations, wasting time to synthesize
• Decisions are based on intuition rather than actual data
• No time to review every detailed report
• Creating Excel, PowerPoint reports takes many hours each week
• Drafting legally compliant contracts, articles of association, and power of attorney requires outsourcing or using old, unreliable templates

AI Biz Assistant Solution

AI Biz Assistant is built to solve these problems:

Faster Data Access - Ask and get answers instantly

Clear Operational Understanding - Synthesized from multiple data sources

Timely Decision Making - Based on AI insights

Time Saving - No need to review individual reports

Professional Report Generation - Automatic Excel, PowerPoint from real data

Standard Legal Documents - Vietnamese documents adhering to state standards, no need for old templates

Data Sources Used by AI

AI Biz Assistant collects and analyzes data from modules within GTG CRM and external sources:

1. Customer Management

• Lead, customer lists
• Interaction history
• Customer segmentation

2. Product Management

• Product lists
• Sales revenue
• Inventory

3. Marketing & Ads

• Facebook, Google advertising campaigns
• Effectiveness of each campaign
• Costs and conversions

4. Social Media

• Posts published
• Engagement levels
• Effective content

5. Revenue & Orders

• Revenue over time
• Number of orders
• Business trends

6. Google Drive

• Google Drive file and folder lists
• Read and extract document content
• Search files by name or content
• Retrieve video metadata from Drive

The AI can access your Google Drive (after connecting your Google account) and analyze, summarize, or integrate file content into responses - without leaving GTG CRM.

Automated Report & Document Generation

This is a brand new feature set of AI Biz Assistant, transforming data into actual files with just one request.

Automatic Excel File (XLSX) Generation

AI Biz Assistant can generate Excel files (.xlsx) directly from data within GTG CRM - no manual copying, no formatting adjustments needed.

What the AI can generate: - Monthly/Quarterly/Annual revenue summary tables - Customer lists with complete information - Advertising campaign performance reports (Facebook, Google) - Product inventory tables - Sales order reports by channel - Any data table your business needs

How to use: Simply request in Vietnamese:

"Create an Excel file summarizing May's revenue by product"

"Export a list of the top 50 most potential customers to an Excel file"

"Generate a report of last month's Facebook advertising costs in a table format"

The AI will fetch real data from the system, organize it into a clearly structured table, and export an .xlsx file for you to download immediately.

Automatic PowerPoint Slide (PPTX) Generation

AI Biz Assistant can create professional PowerPoint presentations (.pptx) from your data and content requirements - suitable for board meetings, partner reports, or investor pitches.

What the AI can generate: - Slides summarizing business results for a period - Marketing performance presentations - Sales status reports for management - Competitive analysis slides - Any presentation with described content How to use:

"Create slides summarizing May's business results with 5 main slides"

"Create a presentation report on Q2 advertising campaign performance"

"Create a monthly summary PowerPoint for the sales team"

The downloaded .pptx file is ready to be opened in Microsoft PowerPoint or Google Slides.

Drafting Standard Vietnamese Legal Documents

AI Biz Assistant can draft Vietnamese legal documents adhering to state standards: Times New Roman 13pt font, official letterhead templates, standard margins, official legal terminology and language.

24 document templates, covering 10 categories:

Category	Document
Business Establishment	LLC Articles of Association, Establishment Decision, Application for Business Registration Certificate
Personnel & Labor	Employment Contract, Appointment Decision, Dismissal Decision
Power of Attorney & Representation	Power of Attorney (individual, organization)
Meetings & Resolutions	Member Council Meeting Minutes, General Shareholders' Meeting Minutes
Contracts	Business Cooperation Contract, Service Contract
Dissolution & Termination	Company Dissolution Decision
Internal Rules & Regulations	Company Regulations, Operating Rules

How to use - AI will ask for the necessary information step-by-step:

"Create articles of association for ABC LLC"

The AI will ask step-by-step: company name, address, charter capital, member list, contribution ratios, legal representative… Once you provide all the information, the AI will output a .docx file in the correct Vietnamese state document format, ready to be printed and signed.

Standard Formatting Features: - Font: Times New Roman 13pt - Margins: Standard Vietnamese administrative document margins - Letterhead: SOCIALIST REPUBLIC OF VIETNAM - Independence - Freedom - Happiness - Signature and seal: correct positions according to templates - Legal language: uses official terminology, avoids slang or informal language

Google Drive Integration

AI Biz Assistant can now access your Google Drive (after connecting your Google account in Settings) and work with documents directly.

What the AI can do with Google Drive:

• List files: "List all files in the Q2 Reports folder"
• Search: "Find the contract file with customer Minh Hung"
• Read documents: "Summarize the content of contract file ABC in my Drive"
• Analyze videos: "Get information from the latest video in Drive"
• Integrate data: "Compare the figures in the Drive Excel file with actual revenue on GTG CRM"

Connect Google Drive once, use it forever. After linking your Google account in Settings → Integrations, the AI can access and work with Drive files whenever you request.

Types of Questions the AI Can Answer

Business Performance

• "How is the revenue today?"
• "How many new orders were there in the last 7 days?"
• "What percentage of revenue comes from new customers?"

Customers & Leads

• "How many leads are there this month?"
• "List the latest leads"
• "Which customers purchase the most?"

Marketing & Advertising

• "Which ad campaigns are generating the most leads?"
• "Which marketing channels are performing best?"
• "Suggest keywords for Google Ads"

Content & Social Media

• "What type of content has the highest engagement?"
• "Which post received the most likes?"

Products

• "Which products are selling best?"
• "Which products need restocking?"

Generate Excel & PowerPoint Reports (New)

• "Create an Excel file summarizing May's revenue by product"
• "Export a list of the top 50 customers to an Excel table"
• "Generate a 6-page Q2 business performance report slide deck"
• "Create a PowerPoint summarizing last month's Facebook campaign performance"

Draft Legal Documents (New)

• "Create an employment contract for the new employee"
• "Draft a power of attorney for the branch manager"
• "Create articles of association for my LLC"
• "Write the minutes of the June member council meeting"
• "Draft an appointment decision for the head of sales"

Google Drive (New)

• "List files in the Contracts folder on Drive"
• "Find the quote file sent to Binh Minh customer"
• "Summarize the content of document ABC in Google Drive"

Predictions & Suggestions

• "Which channel should I focus on?"
• "If things continue as they are, where are the risks?"
• "Suggest keywords for Google Ads for my industry"

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Key Benefits

Benefit	Description
Time Saving	No need to review individual reports, just ask AI for answers
Fast Decision Making	Based on real data, not intuition
Easy to Use	Simply ask questions in natural Vietnamese
Multi-Source Synthesis	AI combines data from multiple modules and Google Drive
Deep Insights	AI analyzes and provides actionable suggestions
Automated Report Generation	Export Excel, PowerPoint files from real data with just one sentence
Standard Legal Documents	24 Vietnamese document templates adhering to state standards, ready to sign
Ecosystem Integration	Read and analyze documents from Google Drive within the same interface

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Target Audience

• Business Owners - Quickly grasp the situation, view reports without opening Excel
• Marketing Managers - Evaluate campaign effectiveness, create instant report slides
• Sales Managers - Track leads and sales, export customer lists
• Accountants & Administrators - Draft legally compliant contracts, articles of association, powers of attorney
• Operations Staff - Retrieve information, generate periodic reports without IT support

Conclusion

With AI Biz Assistant in GTG CRM, businesses can not only view data but also understand it to act faster - and now they can also instantly create Excel reports, presentation slides, or standard Vietnamese legal documents, all within the same conversation.

AI Biz Assistant transforms complex data into easily understandable insights, professional documents, and standard legal texts, helping businesses make sound, timely decisions and operate more effectively every day.