Quin Support — Daily brief

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How to set up

First, connect your calendar in Account > Integrations so Quin can include your upcoming meetings.
Go to Account > Daily Brief.
Toggle the Daily Brief on.
Set your preferred delivery hour.
Add guidelines for what Quin should include (e.g., “Always include internal meeting prep”).

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What it can do

Deliver a daily email at your chosen time.
Summarize your schedule, tasks, and follow-ups.
Provide context for upcoming meetings (e.g., client background, last notes).
Adapt the content to your preferences with custom guidelines.

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Examples

A list of today’s meetings with client backgrounds pulled from the CRM.
Prep notes for a prospect call, including last conversation summary.
A reminder of tasks due today or overdue from earlier in the week.
A quick status on pipeline opportunities you need to follow up on.
A recap of yesterday’s meetings and any open items.
Birthdays or key client anniversaries noted from CRM data.
Travel reminders (e.g., “Flight to Denver at 3pm, leave by 1pm”).
A list of top-priority emails that need replies before noon.
Insights on new contacts added to the CRM since yesterday.
A “Top 3 priorities” section pulled from your task list.

Help articles

Guidelines

Customize how Quin works for you with preferences, rules, and workflows.

Billing and usage

Track your subscription, view usage, update your payment method, and adjust your plan at any time.

Your account

Adjust your profile and preferences to make Quin work just for you.

Scheduled tasks

Schedule tasks for Quin to complete at a specific time or on a recurring basis, so nothing slips through the cracks.

Manage your team

Add, remove, and manage team members in your Quin account. Assign roles to control access and permissions so your team can work more effectively together.

Tasks

A task is a single action Quin takes to complete your request—like sending a message, updating a record, or generating a brief. More complex requests use more tasks. This article explains how tasks work and what typical usage looks like.

Edit your profile

Manage your profile and connected accounts.

Manage your team

Add, remove, and manage team members in your Quin account. Assign roles to control access and permissions so your team can work more effectively together.

Scheduled tasks

Schedule tasks for Quin to complete at a specific time or on a recurring basis, so nothing slips through the cracks.

Tasks

What is Quin?

Quin transforms your notes into action by automatically creating tasks, drafting emails, and updating records. It handles the administrative work that follows your conversations so you can focus on what matters.

How much is Quin to get started?

Get started with Quin for just $29/mo. Quin is completely free for 14 days. You can fully explore all features during this period to experience how Quin fits into your workflow. After the trial, you'll need to select a plan to continue using Quin.

Does Quin replace my CRM?

No, Quin doesn't replace your CRM. It works alongside it to make your existing tools more valuable. While your CRM stores information, Quin handles the administrative work of creating and updating records, drafting follow-ups, and making sure nothing falls through the cracks.

How does Quin protect my data?

Quin is built on AWS and leverages their built-in security features including 256-bit encryption on all databases and data transfers, firewall protection, and access monitoring. All AWS access requires 2FA and only our team has access (no third-party contractors). Read our privacy policy at https://www.heyquin.io/privacy.

What is a task?

A task is a single unit of work completed by Quin—such as sending a message, updating a record, or performing an automated action behind the scenes.

How do I connect Quin to my phone?

Go to Account > My Profile in the Quin app, enter your mobile number, and complete the verification process. Save Quin's number (662) 439-7846 to your contacts, and you're ready to text notes and requests to Quin from anywhere.

Which CRMs does Quin integrate with?

Quin currently integrates with Salesforce, Redtail, and other major CRM platforms. We're continuously adding new integrations based on user feedback. Check the Integrations tab in your Account Settings for the most current list.

How accurate is Quin at understanding my notes?

Quin is designed to understand natural language in your notes. For best results, include specific details like names, companies, dates, and clear action items. You'll always have a chance to review what Quin creates before it's finalized..

Can my team use Quin together?

Yes! Teams can use Quin collaboratively to maintain consistent follow-up processes. Team members can share meeting notes and follow-ups, ensuring everyone stays aligned without duplicating administrative work.

What happens if Quin misunderstands something in my notes?

You'll always review what Quin creates before it's finalized. If something doesn't look right, you can easily edit it directly in the app or provide clearer instructions for Quin to update its work.

Can I use Quin on my mobile device?

Yes, Quin works seamlessly across desktop and mobile devices. You can access the full web application on your mobile browser, or use text messaging to send notes and requests when you're on the go.

How long does it take Quin to process my notes?

Quin typically processes notes within seconds. For longer or more complex notes, it may take slightly longer, but you'll still get results much faster than handling the administrative work manually.

Can I customize how Quin formats my notes and emails?

Yes, you can set preferences for how Quin formats meeting notes, follow-up emails, and task assignments. These settings can be adjusted in your account preferences.