What to say to Quin
Learn effective ways to communicate with Quin to get the best results for tasks, updates, and follow-ups.
Quin works best when you communicate naturally, just as you would with a capable teammate. Here are some effective ways to share information with Quin:
After meetings:
- Share your key discussion points
- Note any follow-up items or commitments
- Mention specific deadlines or important dates
- Include contact information updates
For follow-ups:
- Specify any emails you need drafted
- Note who needs to receive updates
- Mention what materials or information to include
For record updates:
- Include the contact or company name
- Provide the specific information to update
- Note where the information should be stored
Example messages:
- "Just finished with Sarah from Acme Corp. Discussed Q2 projections and promised to send case studies by Friday. She also mentioned they're expanding to Dallas next month."
- "Need to follow up with Mark about the proposal. Remind him we need his feedback by Wednesday to meet the deadline."
- "Update Jason's contact info: new email is jason.smith@newcompany.com, title is now Director of Operations."
The more specific details you include, the better Quin can handle your requests. Don't worry about formatting—Quin understands natural language and can extract the important information.
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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?
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.
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.
Contact us
If you need further assistance, our support team is here to help. Please email us at help@heyquin.io for immediate support.