Auto-Update Your CRM From Your Phone
With a Mac, an iPhone, a CRM, and a scheduled agent, you can keep your CRM current from your calls and texts—without any specialized tools.
If you have a mac, an iphone, and a crm, you can now auto update that crm with your phone calls and text messages without having to use any specialized tools.
I think the list of people who like making crm updates is not a big one. But also, a lot of business happens in your regular old phone and messaging apps in a way that's not always hooked into whatever tools your crm might have available to automatically track it.
Now, with Cowork or Codex, you can run a daily prompt and have it use your computer to fill in the details.
I personally prefer Codex because their computer use is better than Cowork's, but either one works.
Schedule it for a time when a robot using your computer at the same time isn't going to bother you, and add something else to your "never have to do this manually again" list.
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