Capture a meeting in one go
Just met with Alex Tan at Banana Legal. Trademark pilot, follow up next week.The assistant calls
upsert_crm_bundle once. It creates or updates the company and contact, then adds the meeting, a note, a deal and a follow-up task, all linked together in one transaction. Companies are matched by name and contacts by email, so repeating the request does not create duplicates.
Find and update records
Work the pipeline
What is in my pipeline, and which deals have gone quiet?The assistant uses
search_deals, report_pipeline_summary and report_stale_deals. To change a deal, it first calls list_pipelines so it uses your exact stage names, then move_deal_stage.
Import contacts
Import these 80 contacts.For pasted rows the assistant uses
bulk_create_contacts. For a CSV or XLSX file it uses import_contacts_from_file, and get_import_job shows what happened afterwards.
Source new prospects
Find 20 patent attorneys in pharma.The assistant calls
find_prospects and shows you the people. Revealing emails spends credits, so it waits until you confirm who you want, then calls reveal_prospect_emails and save_prospects.
Run a campaign
Create a follow-up campaign called Q3-Roche and add the Roche prospects.The assistant calls
create_campaign, which always creates a draft, then add_contacts_to_campaign. Sending needs a clear instruction from you, a workspace setting and a confirmation flag. See Security.
Read email
Did Anna reply to my pitch?The assistant calls
search_emails and, if needed, get_email_thread.
Look up patent activity
What patent moves happened for my clients this month?The assistant calls
ip_moves and get_ip_profile for companies in your workspace that are linked to the IP register.
Remember preferences
Remember that I prefer short emails with no greeting.The assistant calls
remember_fact and uses recall_facts in later conversations.