Weekdays · 17:00
Keep your CRM notes tidy
Turns email and call notes into clean update rows you approve.
Call notes to CRM agentLog the call while it is fresh.
Give it your notes from a call. It finds the decisions, the next steps and the dates, and adds one clean row to your deal sheet. You check it first.
Your first signup includes $50 in free credits.
After a call
Move call notes into the CRM
- Reads
- Call notes
- Grows
- A clean deal update
- Lands in
- Google Sheets
Ask for it once, in plain words.
No flowchart to draw. Describe the job in chat. TulipFarm sets up the agent and its workflow, and shows you both before anything runs.
You
After a call, read my notes doc, pull out decisions, next steps and dates, and add a row for the deal in my deal sheet.
TulipFarm
I made an agent called Call logger and a workflow you start by hand. It reads your notes doc. Adding the row asks you first. Activate it?
ActivateEdit first
One call, start to finish.
Every run is saved as an agent task you can open, check and rerun.
- Manual
You pick the notes doc
Run startedStarted - Reads
Your call notes in Google Docs
1 doc - Reads
The deal in your sheet
Deal #322 found - Writes
Decisions, next steps and dates
3 next steps - Asks first
Add the update row to your sheet
Approved - Adds
Row in Google Sheets
Row addedCompleted
The update in your sheet.
Short rows you can scan, with an owner and a date.
Call updates| Deal | Next step | Owner | Due |
|---|---|---|---|
| Deal #322 | Send security answers | You | Oct 21 |
| Deal #322 | Book demo for the team | You | Oct 23 |
| Deal #322 | Share budget range | The customer | Oct 25 |
What gets planted.
Three parts you own and can change at any time.
- Agent
Call logger
What to pull from notes, and what to skip.
- Skill
Call summary
Decisions, next steps, dates.
- Workflow
After a call
You start it when notes are ready.
Uses
- Google Docs
- Google Sheets
- Gmail
Add if you use it
- Slack
HubSpot
Google Calendar
It reads quietly. It asks before it acts.
Reads without asking
- Your call notes
- The deal row
- Your update format
Asks you first
- Adding the row
- Creating any email draft
It uses your own connections, so it never sees more than you can.
Grow it your way.
Draft the recap
Also write a thank-you email as a Gmail draft.
Use your CRM
Write to a CRM with an MCP server after you approve.
Batch the week
Run on Friday over every notes doc from that week.
Questions, answered.
Does it listen to the call?
No. It reads written notes you give it. To use a call recorder, connect it through a Custom MCP connection if it has an MCP server.
Will it write to my CRM?
Not built in. Sheets and tables work with no setup. A CRM needs a Custom MCP connection, and you review each tool first.
What if the notes are messy?
It does its best and marks anything unclear. You check the row before it is saved.
After the call
Close the loop after a meeting
Turns your notes into a recap email and a list of owners and dates.
Weekdays · 9:00
Follow up on quiet deals
Finds threads gone quiet and drafts a short nudge for each one.
Notes in, CRM done.
Public beta, open to everyone. Your first signup includes $50 in free credits.