Turn call notes into CRM updates
For reps who have good calls and then never update the CRM. Paste your notes (or a transcript) after a call. The assistant pulls out the next steps, updates the deal in your CRM, and drafts a follow-up email. Anything that leaves the company waits for your approval first.
“CRM” here means your own CRM connected through its API: almyty has no built-in CRM connector.
For a full walk-through with screenshots, see Sales assistant in Slack: it looks up an account before a call and writes the meeting notes back afterwards.
What you need
- Your CRM’s API (and, if it should send the email itself, your email service’s API).
How to build it
- Connect the CRM. Open APIs, click Connect an API, and connect your CRM. Its operations, such as “update deal” and “log activity”, become tools.
- Create the assistant. Open Agents, click Create agent and switch to Autonomous. In Instructions, write: “From these notes, list the action items, update the deal stage and next-step date, and draft a follow-up email in the rep’s voice.” Pick the CRM tools under Tools and APIs.
- Keep the CRM honest. On its Constraints tab, add “Never move a deal to a stage the notes don’t support” and “Never invent a commitment”.
- Approve before anything goes out. Add to its instructions: “Ask for approval before sending any email.” When it asks, the draft and the reason appear on the Approvals page; you approve or reject it.
- Use it. Paste the notes into its web chat or Slack (add the channel on its Channels tab), or have your note-taking tool send the notes to it when a call ends.
Ideas
- Only ask for approval on the outgoing email, and let the CRM update go through on its own.
- Turn on memory so it remembers each account’s tone and earlier promises.