Stories

Use voice commands to capture work insights and update your CRM hands-free when you're driving, exercising, or spending time with family.

Turn meeting recordings into actionable summaries with automatic CRM updates, task assignments, and drafted follow-ups instead of just getting another transcript to process.

Automatically organize client documents by attaching them to the right contact records based on conversation context and file content, eliminating manual filing and search time.

Generate context-appropriate emails for introductions, project updates, check-ins, and proposals that match your writing style and adapt to different recipients and situations.

Generate targeted meeting updates for different team members based on their roles and what information they need to stay aligned and move projects forward.

Set up contextual reminders for client commitments and follow-up timing mentioned during conversations, ensuring important deadlines surface at the right time with relevant background information.

Update your CRM and create follow-up tasks directly from Slack channels and DMs, keeping team communication flowing while business systems stay current.

Send voice notes to Quin for automatic transcription and processing into CRM updates, follow-up tasks, and scheduled meetings while you move to your next appointment.

Convert handwritten meeting notes into organized CRM updates and follow-up tasks by sending photos of your notebook pages to Quin for automatic processing.

Automatically populate custom CRM fields with information mentioned during client conversations, ensuring compliance tracking and specialized data requirements stay current without manual form-filling.

Add relevant context and background information to calendar events automatically, so every meeting starts with the relationship history and current priorities you need for productive conversations.

Automatically assign meeting follow-ups and client tasks to the right team members based on established patterns, eliminating coordination delays that slow project momentum.

Transform one-time client communication promises into reliable recurring reminders that maintain relationship context and ensure consistent follow-through.

Turn the key information you find in contracts and documents into organized CRM updates and follow-up tasks without manual data entry.

Maintain consistent communication tone and style across all client interactions, regardless of when emails are written or how busy your day becomes.

Access relevant conversation history and context to create seamless interactions that build on previous discussions without requiring clients to repeat background information.

Transform detailed meeting histories into strategic 4-sentence summaries that provide instant context for sales calls and outreach decisions.

Turn casual mentions of future projects and expansion plans into tracked opportunities in your CRM automatically, without stopping to handle data entry tasks.

Set your workflow preferences once and have them applied automatically to all future tasks, eliminating the need to repeat instructions for email tone, task assignments, and formatting standards.

Update client records and capture important changes using voice notes when you're away from your computer, eliminating the backlog of information that typically gets lost between conversations and data entry.

Transform your meeting notes into polished follow-up emails automatically, eliminating the blank page problem and keeping your communications moving.

Send quick text messages to update contact records, create tasks, and schedule meetings instantly, eliminating the delay between learning something and acting on it.

Automatically extract action items from meeting notes and create properly assigned tasks with deadlines, eliminating the manual work of turning conversations into trackable commitments.

Schedule meetings on behalf of executives with automatic availability checking, attendee coordination, and preparation materials, eliminating the back-and-forth of calendar management.

Create complete calendar invites with multiple attendees, agendas, and follow-up communications automatically, eliminating the administrative work of meeting coordination.

Quin automatically identifies and captures business opportunities mentioned casually in conversations, turning them into trackable pipeline records before they get forgotten.

Contact information changes constantly during conversations, but updating CRM records typically means stopping your workflow to log in and make manual changes, so this feature lets you update any contact field by simply describing what needs to change.

Adding new contacts to Salesforce typically means stopping your workflow to fill out forms, but this feature lets you create complete contact records immediately by describing the person and how you met them.

Email drafting tools typically sound robotic and templated, creating disconnect with clients who notice the shift from your natural voice. This approach learns from your sent messages to maintain authentic tone that clients recognize as genuinely yours.