Method for determining and notifying users of pending activities on crm data

Abstract

The disclosure describes various embodiments for determining emails that each need a response based on data from a customer relationship (CRM) system. In one embodiment, a method of determining such emails includes the operations of retrieving open tasks assigned to a user from a task database; determining one or more source email domains for one or more source contacts, and one or more target email domains for one or more target contacts; and determining one or more threads emails exchanged between the source contacts and the target contacts based on the source email domains and the target email domains. The method further includes the operations of creating an email list from the threads of emails, including a latest email from a group that was sent by a target contact; and generating a subset of the list of emails by analyzing contents of each of the list of emails using a machine learning model.