Hotel sales: client meeting notes into the CRM automatically
Every evening, the summary and next steps of the day’s meetings sit with the right deal in the CRM.
- Trigger
- daily at 18:00
- Guide value
- ≈ 10 minutes per property and day (estimate)
- Systems
- Meetings
- CRM & leads
Today
After every client meeting, type up notes, copy them into the CRM and create follow-up tasks by hand.
Afterwards
Every evening, the summary and next steps of the day’s meetings sit with the right deal in the CRM.
How to set it up
- 01
Describe the task
In plain language, the way you would explain it to a new colleague. The description below is a starting point.
- 02
Review the first run
Discontinue shows you the result before anything runs on a schedule.
- 03
From then on it runs
On a schedule or when something happens. You can change it in chat at any time.
Every evening at 18:00, take the day’s recorded client meetings from our meeting tool. For each one, add a short note to the matching contact or deal in our CRM: occasion, rooms needed, dates, budget, open questions. Turn the agreed next steps into tasks for the person responsible. Meetings you can’t match to a deal: send them to me to clarify.
Step by step in the documentation: Create an agent in chat.
What the result looks like
The agent works from your description and reports what it did and what is open.
What stays with you
You check what was agreed with the client. Discontinue only writes to your CRM, never to clients.
- Processed
- 4 meetings
- Notes in the CRM
- 3 · with 5 tasks
- To clarify
- 1 · no matching deal
Sample data. Your output uses your property’s data.
Systems and permissions
| Software, any one of them | Access | What for |
|---|---|---|
| Meetings | read | Read transcripts, summaries and agreed next steps |
| CRM & leads | read and write | Find contact and deal, add a note and tasks |
| Team channels (optional) | write | Deliver the result to the team inbox or channel |
Demodesk
Fireflies.ai
Jamie
Modjo
Pipedrive
Attio
Close
Slack
TelegramWhich data and actions are available depends on each system’s interface. When you connect a system you decide what is granted; every run is logged.
Frequently asked questions
What if a meeting doesn’t match any deal?
Then Discontinue creates nothing and sends you the meeting to clarify. Your team creates new deals.
Which permissions does “Call notes into the CRM” need?
Meetings (Demodesk, Fireflies.ai, Jamie, or Modjo): read, Read transcripts, summaries and agreed next steps; CRM & leads (Pipedrive, Attio, or Close): read and write, Find contact and deal, add a note and tasks. When you connect a system you decide which areas and actions are granted. Everything else stays off-limits.
What happens when a rule does not apply?
Agents only work with the systems and actions you granted. Where a rule does not apply, a person decides, and every step is logged.