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Log your e-mails and meetings in the CRM

Each sales e-mail and meeting of the day added as an activity to the right contact and deal.

  • On a schedule: Every weekday at 18:00
Use in CuiarRun from your AI agent

What it does

The task

Read the e-mails that I sent and received today in Gmail, and today's meetings in Google Calendar. Skip messages and meetings with people at my domain, newsletters and personal messages. Keep only those with people at companies in Pipedrive. For each one, add an activity to the right contact and deal with the date, the subject and a summary of 2 lines. Do not create contacts, and do not change or delete existing records. Send me the list of what you logged and what you could not match.

  • It works in Gmail, Google Calendar and Pipedrive, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • As a routine it runs every weekday at 18:00 (cron 0 18 * * 1-5).

What you give it

BlankWhat to giveExample
my domainYour company's e-mail domain, to skip internal mailtallyhq.app

What you get back

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

Logged today, 29 October 2026: 14 activities

E-mails: 11 (Talvi Foods 4, Kestrel Analytics 3, Morrow Print 2, others 2)

Meetings: 3 (Talvi Foods demo, Morrow Print price call, Ashgrove Retail intro)

Not matched: 2

  • E-mail from a person at lindenmed.com: no contact in Pipedrive
  • Meeting 'Coffee with Sam': no company found

Skipped: 9 internal, 3 newsletters

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 the blank

    Type my domain. Tab moves to the next blank.

  3. 03

    Run it, then repeat it

    Run sends it once. To run it every weekday at 18:00, make a routine on cuiar.com/routines or with the CLI below.

As a routine, from the terminal

cuiar routines create "Log your e-mails and meetings in the CRM" --schedule "0 18 * * 1-5" --time-zone Europe/Berlin \
  "Read the e-mails that I sent and received today in Gmail, and today's meetings in Google Calendar. Skip messages and meetings with people at tallyhq.app, newsletters and personal messages. Keep only those with people at companies in Pipedrive. For each one, add an activity to the right contact and deal with the date, the subject and a summary of 2 lines. Do not create contacts, and do not change or delete existing records. Send me the list of what you logged and what you could not match."

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 create_routine 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 create_routine to run my "Log your e-mails and meetings in the CRM" template with my domain = tallyhq.app.

Setup for other agents: AI agents.

The tool call

{
  "name": "create_routine",
  "arguments": {
    "name": "Log your e-mails and meetings in the CRM",
    "task": "Read the e-mails that I sent and received today in Gmail, and today's meetings in Google Calendar. Skip messages and meetings with people at tallyhq.app, newsletters and personal messages. Keep only those with people at companies in Pipedrive. For each one, add an activity to the right contact and deal with the date, the subject and a summary of 2 lines. Do not create contacts, and do not change or delete existing records. Send me the list of what you logged and what you could not match.",
    "schedule": "0 18 * * 1-5",
    "time_zone": "Europe/Berlin"
  }
}

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