I am ready to streamline a few repetitive parts of my small business by building an agent with OpenAI’s Agent Builder. The goal is to have the agent run day-to-day workflows for CRM and scheduling so I no longer have to touch every record by hand. Here is what I need: • A working agent inside OpenAI that handles CRM data entry and updates on my behalf. • The same agent (or a companion flow) that can create, modify, and remind me of appointments and tasks. • Clear instructions—preferably a short Loom or written walkthrough—showing how you set everything up and how I can tweak prompts, actions, or webhooks later. Acceptance criteria • I can type or paste new lead details and watch them appear in the correct fields of my CRM without errors. • When I add or change a date, the agent automatically creates the matching calendar event or reminder. • All steps run inside the Agent Builder interface—no outside scripts unless we agree they are required, and if so I still manage everything from one place. If you already speak OpenAI tools fluently and have wired similar automations together, let’s get this running.