
Agent#048
CRM Auto-Update Agent
Agent that extracts call notes and updates CRM fields automatically
Compatibility
OpenaiAnthropic
Format: task agent Β· Delivered as Markdown and JSON files
What's included
πProduct manifest (JSON)Metadata
π€Agent manifest & configCore
πΊοΈWorkflow diagram (Markdown)Design
πSetup & deployment guideDocs
πAPI schema (JSON)Structure
Tags
salescrmnote takingautomation
License & delivery
License: Commercial use permitted under single-seat license. Redistribution and resale of raw files not permitted.
Delivery: Instant digital download via secure signed URL after checkout.
Updates: Includes current version. Opt into updates-feed subscription for future versions.