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Update your CRM after a sales call

Stage, close date, amount, next step, tasks and new contacts from your call, saved to the deal after your OK.

  • You start it: When you start it
  • Asks you first
Use in CuiarRun from your AI agent

What it does

The task

Read my notes or the transcript of the call at notes url, and open the deal for company in HubSpot. Find what the call says about the budget, the decision makers, the need, the timeline, the competitors and the next step. Prepare these changes: the deal stage, the close date, the amount, the next step, a note with a summary of 5 lines, a task with a due date for each promise I made, and each new contact named in the call with their role. Show me each change next to the current value, and ask me before you save. Do not change a field that the call does not mention.

  • It works in HubSpot and Google Docs, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.
  • It stops for your approval before it sends, posts, pays, books or changes a record.

What you give it

BlankWhat to giveExample
notes urlA link to your call notes or the call transcripthttps://docs.google.com/document/d/1Fq3nRb8Vy/edit
companyThe company name of the deal in HubSpotMeridian Dental Group

What you get back

An example run with the example values above. Your run uses your own data.

Deal: Meridian Dental Group (HubSpot)

FieldNowNew
StageDemo donePilot
Close date15 December 202631 January 2027
Amount36,000 USD42,000 USD (3 more clinics)
Next stepNonePilot review call on 15 December

New contact: Omar Ruiz, IT Manager (owns the security review)

Tasks: security answers by 10 November; Lakeside Dental case study by 3 November

Note: 5-line summary. Competitor named: Chairly

Waiting for your approval to save.

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 2 blanks

    Type notes url and company. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Read my notes or the transcript of the call at https://docs.google.com/document/d/1Fq3nRb8Vy/edit, and open the deal for Meridian Dental Group in HubSpot. Find what the call says about the budget, the decision makers, the need, the timeline, the competitors and the next step. Prepare these changes: the deal stage, the close date, the amount, the next step, a note with a summary of 5 lines, a task with a due date for each promise I made, and each new contact named in the call with their role. Show me each change next to the current value, and ask me before you save. Do not change a field that the call does not mention."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Update your CRM after a sales call" template with notes url = https://docs.google.com/document/d/1Fq3nRb8Vy/edit; company = Meridian Dental Group.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Read my notes or the transcript of the call at https://docs.google.com/document/d/1Fq3nRb8Vy/edit, and open the deal for Meridian Dental Group in HubSpot. Find what the call says about the budget, the decision makers, the need, the timeline, the competitors and the next step. Prepare these changes: the deal stage, the close date, the amount, the next step, a note with a summary of 5 lines, a task with a due date for each promise I made, and each new contact named in the call with their role. Show me each change next to the current value, and ask me before you save. Do not change a field that the call does not mention."
  }
}

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