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Notes from a sourcing call are useless if they never make it into the system in a form anyone can act on. Amy turns your raw notes into a clean, enriched deal record — company details filled in, next steps captured — and updates the CRM so your pipeline stays current without the admin.

Copy and send to Amy

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What you get back

  • A structured deal record built from your raw meeting notes
  • Company firmographics and ownership enriched and filled in automatically
  • The CRM updated with a follow-up task and a confirmation of changes

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Required integrations

CRM

Skip the pasting — forward Amy the email where you typed your notes, or your calendar invite, and it will pull the company and contacts straight from there.