Skip to Content
ExamplesCall notes → CRM

📝 Turn call notes into CRM updates and follow-ups

Stack — Trigger: paste notes / your app calls the agent API · Models: your choice · Tools: CRM API, calendar API · Mode: single agent + approval · Output: CRM update + drafted follow-up email

Who it’s for — reps who take good calls and then never update the CRM. What it does — takes raw call notes (or a transcript), extracts the next steps, updates the opportunity in the CRM, and drafts a follow-up email for the rep to approve before it sends.

Build it

  1. Connect the CRM (and your calendar API if you want it to propose times) via Connect API.
  2. Create the agent with: from these notes, extract action items, update the opportunity stage and next-step date, and draft a follow-up email in the rep’s voice.
  3. Constrain it — never advance a deal stage the notes don’t support; never invent a commitment — so the CRM stays honest.
  4. Draft, don’t send — the agent produces the email and calls request_approval so the rep edits and approves before anything leaves.
  5. Write back — on approval, it updates the CRM record and logs the activity.
  6. Trigger it — paste notes into the agent’s chat, or have your note-taking tool call the agent API when a call ends.

Make it yours

  • Feed it the transcript directly if you capture calls; it handles the summarization.
  • Skip approval for the CRM write and keep approval only on the outbound email.
  • Add memory so it remembers each account’s tone and past commitments.

Uses — Sales · CRM · Approvals

Enrich & route leadsTriage GitHub issues