The CRM updater
An AI assistant that updates your CRM from your email
Keeps the record true to what actually happened. Reads the week's mail, calls and meetings, and updates the record from what took place — rather than from what someone remembered to type in on Friday.
What you'd say
Update everything from this week's email before I look at the pipeline.
When it runs
Runs every evening.
What it uses
Gmail Calendar
Wants your mail and calendar.
Where it stops and asks
It updates the record from what took place and lists what it could not place. A new contact or a deal it is unsure about is a question, not a guess.
How it goes
The running order.
Every step lands in the record with a time and a source, so you can read what it did instead of asking.
- Read what happened
- Match it to the right record
- Update it
- List what it could not place
Questions
The ones that come up first.
Which CRM?
The one built into Hands: contacts, a pipeline, tasks and activities, kept in your own Hands account and exportable any time. If your system of record is elsewhere, it reads what it needs and writes the outcome where you would look for it.
Does it create contacts on its own?
It matches what happened to the people and deals already in the record. A new person it is confident about is added and marked as new; one it is unsure about is listed for you.
Why every evening?
So the pipeline is the current state when you open it in the morning, rather than what someone remembered to type in on Friday. You can change the schedule.
Who hands this over most
Popular with these businesses.
Write up Thursday's session from my notes in the format I use for Ardent.
One person cannot do the work and the work around the work. Two can.
Scope this brief against what we charged Kessler and tell me where we lost money last time.
Nothing goes to a client until you have read it.
Who has bought industrial in this submarket in the last two years?
Nothing goes to a client until you have read it.
Next to it on the list
Often handed over together.
Make it your first job.
Sign in, start a Hand, and paste the ask from the top of this page. Plans start at $20 a month, with work included.
