CRM Updater

User: Update my CRM with any Companies and Contacts that are missing.

First chat and connect Gmail and Granola as data to search. The agent can give you a report of companies and contacts in the chat for your initial review.

Next connect a CRM like Attio, or even a simple Google Sheet or Notion database of companies and contacts. The agent can help give you a report of differences for review.

Next have it do the updates, handling a bunch of manual data entry on your behalf.

Finally consider a daily job, including an email to you or the sales team with the new data applied.