RUN · SALESWaits for your yes
“Update the CRM after every sales call”
After each call it writes the notes, next steps and deal stage into HubSpot — and shows you the changes before they are saved.
It readsYour call recording and the deal in HubSpot
It makesNotes, next steps and a stage change
IT WAITS FOR YOUBefore sending anything
Watch it run
Update the CRM after every sales call.
- Read a 32-minute callThinking…Reading the call and the deal
- Wrote notes, 3 next stepsWorking…Writing notes and next steps
- Stage change fits your rulesChecking…Checking the stage against your rules
HUBSPOT · DEAL UPDATE
Globex — Discovery → Proposal
Notes: Budget approved for Q1. Needs company sign-in.
Next: send proposal by Fri · book security review · intro to IT.
Stage rule: budget confirmed → Proposal.
Waiting for you
Approved by you
Save these changes to HubSpot?
Saved to HubSpot.
Change something
Then make it an agent.
Keep it and every call is written up within minutes of hanging up.
CRM updater · After each callEvery evening at 18:00Only when I ask · asks before sending
What it costs
In our own test runs, most tasks use a few cents of model usage. Your spend cap always applies.
What it needs
HubSpot connected with its own sign-in.
Who sees it
Only you, until you share the agent with your team.