WorkerKitJoin the waitlistCRM Scribe
Logs your meetings and email threads into the CRM so records stay current without manual data entry.
Apps: Email, Granola, CRM
About this kit
Sales reps lose an hour a day to CRM data entry, and stale records are the price of skipping it. This kit reads your meeting notes and recent customer email, matches each conversation to the right CRM contact and deal, and logs a clean note summarizing what happened and what comes next. It can update basic record fields and deal stages when the conversation clearly moved, and it always says exactly what it changed. Scoped to records you own.
How it works
Read today's email threads with external contacts to find the conversations worth logging. Read-only — never sends, replies, or files anything.
Granola
Read today's meeting notes and transcripts as the raw material for each note.
CRM
Match each conversation to its CRM contact, company, and deal. Log a structured note on the right record. Update deal stage or key fields when the conversation clearly moved them.
App access
Visible fields
- Subject
- From
- Recipients
- Body
- Body preview
- Attachments
- Timestamp
- Labels
Allowed operations
- View email
- Search emails
- View thread
Granola
All notes
Visible fields
- Title
- Owner
- Attendees
- Calendar event
- Summary
- Transcript
- Folder membership
- Timestamps
- Web url
Allowed operations
- List notes
- Get note
- Get transcript
- List folders
- Search notes
CRM
Records you own
Visible fields
- Identity
- Contact info
- Ownership
- Lifecycle
- Financial
- Dates
- Associations
- Engagements
- Engagement body
- Custom properties
Allowed operations
- Search records
- Get record
- List associations
- List engagements
- List pipelines
- List owners
- Get schema
- Update record
- Add note
- Log call
- Update deal stage