What to say to Quin

Quin works best when you talk to it like a capable teammate. The clearer you are about what you want, which records Quin should look at, and how you want the answer, the better the result. You don't need special commands or formatting.

Give Quin scope

Scope tells Quin where to look and how much to return. A request with scope gets a focused answer instead of a long, general one. When you ask Quin to find or list something, include as many of these as you can.

• Time frame - "this week", "in the last 30 days", "since my call with Sarah", "before Friday"
• Who or what - a contact, a company, a deal, or a type of meeting like "client calls" or "prospect meetings"
• Condition - "that are overdue", "who mentioned pricing", "that don't have a next step"
• Limit or order - "the top 10", "sorted by due date", "grouped by company"
• What to do next - "and draft a follow-up for each", "and create a task for each"

Compare "Show me my tasks" with "Give me a list of my tasks that are due this week, sorted by due date." The second request tells Quin exactly what you want to see.

Ask about your tasks

• "Give me a list of my tasks that are due this week."
• "Show me my overdue tasks, sorted by due date."
• "List the open tasks from my meetings yesterday and today."
• "Create a task to send the proposal to Sarah at Acme Corp by Friday."

Ask about contacts and clients

• "In the last 30 days, give me a list of clients who mentioned pricing in a meeting."
• "Which contacts at Acme Corp have I met with this quarter?"
• "Show me the last three meetings I had with Acme Corp and any open tasks tied to them."
• "Give me a list of prospects I haven't followed up with in the last two weeks, and draft a follow-up email for each."

Prepare for meetings

• "Prep me for my 2 p.m. meeting with Sarah. Include our last two conversations and any open tasks."
• "Summarize every prospect meeting I had last week."
• "What did Mark and I agree on in our last call?"

Share what happened after a meeting

Include the key discussion points, any commitments, and specific dates. Quin turns them into notes, tasks, and follow-ups.

• "Just finished with Sarah from Acme Corp. We discussed Q2 projections, and I promised to send case studies by Friday. She also mentioned they're expanding to Dallas next month."

Ask Quin to follow up

Say who should receive the message, what it should cover, and when you want it sent or reviewed.

• "Draft a follow-up email to everyone I met with yesterday. Mention the pricing discussion and offer a call next Tuesday."
• "Draft an email to Mark asking for his proposal feedback by Wednesday so we can hit the deadline."
• "Remind me on Wednesday morning to check whether Mark replied."

Update records

Include the contact or company name, the specific information to change, and where it should be saved.

• "Update Jason Smith's contact info in my CRM. His new email is jason.smith@newcompany.com and his title is now Director of Operations."
• "Add a note to Acme Corp that they're expanding to Dallas next month."

Common questions

Quin gave me too much, or the wrong set. What should I do?

Reply with a narrower time frame or another filter, like "Only the ones from Acme Corp" or "Just the last 14 days." Quin builds on what you already asked.

Quin can't find what I asked about. What should I check?

Add the full contact name, the company, or a date range so Quin knows where to look. Also confirm the related app is connected in Settings > Integrations.

Do I need to phrase things a certain way?

No. Quin understands natural language and pulls out the important details, so write the way you would talk to a teammate. The more specific you are, the better Quin can handle the request.