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AI Integration · Agents Case Study

AI Agents for Classification, Responses & Live Data

AI agents that classify and prioritise incoming records, draft personalised customer replies for human approval, and let Claude reason over live Airtable data through MCP.

Confidential US client · NDAAI integration engagement
AI Agents for Classification, Responses & Live Data project preview
Incoming requests categorised and prioritised by AI on arrival. Client details changed for confidentiality. Open full-size screenshot

Project scope at a glance

Triage

Category and priority on arrival

Approval

Human review before sending

MCP

Claude on live business data

The Challenge

What needed to be cleaned up

Incoming records needed to reach the right workflow quickly, customer replies needed to reflect each record, and the team wanted to ask questions of their business data without building a report each time.

Outcomes & Impact

  • Requests categorised and prioritised as they arrive
  • Personalised reply drafts with a human approval step
  • Questions answered from live data within existing permissions

Our Solution

What IllusionX Media built

  • Built an AI agent that reads incoming records in context, assigns a category and priority, and triggers the matching workflow for urgent or high-value items.
  • Developed a customer response agent with dynamic prompts that draw on the live record, with every draft reviewed and approved before it reaches a customer.
  • Integrated Claude with Airtable through MCP so the team can query and reason over live records using the connected user's own permissions.

IXM project summary

The agents work inside the tools the team already uses, and customer-facing messages always pass through a person first.

Tech Stack

Tools and systems involved

AirtableAirtable AIField AgentsDynamic PromptsClaudeMCPAutomations

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