After a call
Move call notes into the CRM
Reads your call notes and files clean, approved updates per deal.
CRM agentUpdates done before you log off.
Each evening it reads the day's deal emails and writes one update per deal: what changed, the next step and the date. You approve the rows. Then they are saved.
Your first signup includes $50 in free credits.
Weekdays · 17:00
Keep your CRM notes tidy
- Reads
- Gmail, deal sheet
- Grows
- One update row per deal
- 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
Every weekday at 5pm, read today's emails about my open deals and add an update row for each: what changed, next step, date.
TulipFarm
I made an agent called CRM updater and a weekday 17:00 schedule. It reads Gmail and your deal sheet. Adding rows asks you first. Activate it?
ActivateEdit first
One evening, start to finish.
Every run is saved as an agent task you can open, check and rerun.
- Schedule
Weekdays at 17:00
Run startedStarted - Reads
Today's emails about open deals
12 threads - Reads
Your deal sheet, to match each thread
7 deals matched - Writes
One update per deal
7 updates - Asks first
Add the rows to your sheet
Approved - Adds
Rows in Google Sheets
7 rows addedCompleted
The deal sheet, updated.
One tidy line per deal. You check it in a minute.
Deal updates| Deal | What changed | Next step | Date |
|---|---|---|---|
| Deal #310 | Asked for a quote | Send quote | Oct 20 |
| Deal #311 | Moved to legal review | Wait for legal | Oct 24 |
| Deal #312 | New contact joined | Intro call | Oct 21 |
What gets planted.
Three parts you own and can change at any time.
- Agent
CRM updater
How to match an email to a deal.
- Table
Deal updates
One row per change, easy to review.
- Workflow
Weekdays 17:00
Runs with your own access.
Uses
- Gmail
- Google Sheets
- Slack
Add if you use it
HubSpot- SalesforceMCPSalesforce
Google Calendar
It reads quietly. It asks before it acts.
Reads without asking
- Today's emails about open deals
- Your deal sheet
- Your update format
Asks you first
- Adding rows to your sheet
- Changing any record in a CRM
It uses your own connections, so it never sees more than you can.
Grow it your way.
Use your real CRM
Connect a CRM with an MCP server and write updates there after you approve.
Weekly only
Run on Friday and roll up the whole week.
Tell the team
Post a short list of changed deals to a channel.
Questions, answered.
Does it write to HubSpot or Salesforce?
Not built in. Sheets and tables work with no setup. A CRM needs a Custom MCP connection, and you review each tool before an agent can use it.
What if it matches the wrong deal?
You see every row before it is saved. Fix it or skip it. Then say so, and the agent adjusts.
Does it read all of my email?
Only threads that match your open deals. It uses your own Gmail connection.
On mention
Keep Salesforce current
Updates from email and Slack land on the right record after you approve.
SalesforceMCPMondays · 8:00
Review the pipeline weekly
A Monday summary of deals that moved, stalled or need a decision.
Log off with the CRM done.
Public beta, open to everyone. Your first signup includes $50 in free credits.