Your forecast is only as goodas your last update.
Deals go quiet in the CRM while the real news sits in your call notes. An agent lists every deal with no activity for two weeks, reads your notes and proposes a stage, a next step or a close-out for each. It changes nothing until you approve the batch, then leaves the follow-ups on your board.
One is lost, one has no notes at all. Allow the update when it asks.
Five deals with no activity for two weeks: the agent reads your call notes, proposes a stage and next step for each, asks once, updates the CRM and puts the follow-ups on the board.
Notes become fields
What you wrote after a call — “legal is reviewing”, “signed with a competitor” — ends up as the stage and next step on the deal.
One batch, one approval
The agent lists every change first; the whole batch waits for a single Allow.
No guessing
A deal with nothing in the notes is flagged for its owner instead of being moved on a hunch.
Follow-ups on the board
Every promised proposal and call lands on the task board, so nothing slips again.
From a stale pipeline to an honest one
One agent, three cards.
Works in the CRM you already use
More in CRM
Other live scenarios from the same shelf — and a few close relatives.
Lead triage
CRMNew leads checked against their company sites, scored in your CRM, with follow-ups you approve.
AgentBrowserNoteTask boardRenewal brief
CRMBefore a renewal call: account history from the CRM, usage from an export, one page of risks and offers.
AgentBrowserTerminalNoteAgents & email
Beyond codeTriage, answer from your docs, daily digests — sent only when you approve.
AgentBrowserNoteTo-do listTelegramDaily sales report
On a scheduleAt 08:00: yesterday’s numbers, the reason for the dip, three lines on Telegram.
AgentTerminalNoteTelegram
Let an agent keep the pipeline honest
It asks before it changes a single deal.
macOS and Linux are coming later.
The first-run wizard installs an agent CLI, Git and the dictation model for you — or skips each step.