Auto-Update Your CRM From Your Phone

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.

A scheduled "Daily iMessage CRM Review" agent prompt that reads recent message threads and updates an Obsidian CRM

A scheduled "Daily Phone Call CRM Review" agent that reviews recent calls for business relevance and updates CRM records

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