Solution
Emails in. CRM up to date. Automatically.
If your CRM depends on people copy-pasting from their inbox, your CRM is fiction. The fix is to make email and CRM one workflow instead of two chores.
The double-handling tax
Every enquiry handled twice — once in email, once in the CRM — costs minutes and invites errors. Under pressure, the CRM entry is the step that gets skipped, and each skipped entry makes the CRM less trustworthy, which makes people skip it more. It's a spiral, and willpower doesn't fix spirals. Wiring does.
What the wiring does
- New enquiry emails create CRM records automatically, with details extracted from the text
- Existing-client emails attach to the right record instead of vanishing into folders
- Requests become tasks with owners, not just unread messages
- Reply drafts are prepared for review on routine enquiry types
- Nothing is deleted or sent without a person in the loop
Works with what you have
Outlook or Gmail on the email side; your existing CRM — or a structured sheet — on the other; n8n, Power Automate or Apps Script in between. AI earns its spot in the extraction and drafting steps, where it saves real minutes per message.
Example workflows
What this looks like in practice.
Illustrative examples — not client claimsKeep exploring
Related workflows.
What is holding back your next stage of growth?
Bring us one real workflow. We will help you understand the constraint, estimate the opportunity and decide what is worth fixing. Free 45-minute assessment first.