Skills

Let Quin take it from here

Explore the growing list of tasks, updates, and follow-ups Quin can handle automatically.

CRMTasksCalendarIntelligenceEmailDocumentsCommunications
CRM

CRM management

Update records, log activity, and keep client info fresh—automatically.

Create new contact records in CRM
Create TLDR summaries for sales notes fields
Upload PDFs to contact records
Update contact record types
Add notes to contacts and households
Identify and create opportunities from notes + transcripts
Update meeting events with follow-up details
Update any field in existing contact records
Process different meeting types
Create new deal from product lines
Create new opportunities
Add notes to opportunities
Create meeting note entries in Salesforce
Update meeting status
Default notes to Household
Search Salesforce notes
Delete CRM records
Update specific custom fields based on meeting content
Navigate CRM question series for new contacts
Add special instructions to contact records
Skills

Task & project management

Stay on top of priorities, progress, recurring tasks, and follow-ups without lifting a finger.

Schedule billing and operations reminders
Automate client check-in reminders
Trigger follow-up reminders after a delay
Send scheduled summaries and reports
Set up recurring tasks on a custom cadence
Schedule one-time tasks at a specific time
Process handwritten notes from photos
Send meeting summaries to teammates
Assign tasks to team members automatically
Create recurring task reminders
Set task and calendar reminders
Create and assign tasks from meeting notes
Skills

Calendar management

Manage invites, scheduling links, reschedules, and meeting prep without touching your calendar.

Send event prep briefings ahead of time
Receive a daily morning prep briefing
Simplify group scheduling
Share availability without back-and-forth
Create personalized scheduling links
Schedule events on behalf of others
Add context and background information to calendar events
Set up recurring reminders and events
Create meeting events in CRM
Create new calendar events with multiple invitees
skills

Intelligence & customization

Tailor Quin to your workflows with scheduled tasks, smart rules, and context-aware automations.

Receive end-of-day recaps automatically
Run pipeline check-ins on a set schedule
Auto-create accounts/ households in CRM
Search LinkedIn
Allow Quin to join your meetings
Detect transcripts
Allow for non-crm users
Save template preferences for recurring tasks
Search the web
Maintain consistent tone across communications
Remember specific assignment rules
Format informal notes into readable sentences
Reference conversation history and context
Set guidelines for any workflow
skills

Email management

Instant replies, proactive follow-ups, and polished nudges—auto-drafted from your conversations.

Send nudges at the right time
Schedule follow-ups
Auto-update email signatures
Learn your voice and tone from sent emails
Write any type of email (introductions, proposals, check-ins, etc.)
Draft follow-up emails
skills

Document Management

Pull the right files, summarize content, or generate docs on demand.

Extract key data
Summarize documents
Generate documents
Process uploaded PDFs for information extraction
Upload and attach files to contact records
skills

Communication channels

Sync across email, Slack, and more to keep every conversation connected.

In-app chat
Voice commands via Siri
Voice memos
Search email contacts
Email with Quin
Slack integration
Voice notes
In-app dictation
Text messaging (SMS)