Automate customer email workflows —

Never lose a lead again. Save hours of manual work every week.

The problem

  • Employees waste hours copying data from emails

    Manual copy-paste leads to missed opportunities and lost revenue

  • Leads get lost in inbox clutter

    Sales opportunities slip through because follow-ups aren’t scheduled

  • CRMs are never up to date

    Reps forget to log calls, update contacts, or move deals through the pipeline

  • Slow, inconsistent replies hurt trust

    Customers wait too long for answers, and replies don’t always match your brand voice

The solution

Our AI reads your inbox, creates tasks, updates your CRM and drafts replies automatically

  • Turns emails into structured tasks (ClickUp/Trello)
  • Creates/updates leads and triggers CRM workflows
  • Drafts brand-tone replies for review or auto-send

How it works

  1. 1

    Connect your inbox

    Securely connect your company Gmail or Outlook. The AI filters only the emails that matter – new leads, client inquiries, support requests – so you don’t waste time on noise.

  2. 2

    AI analyzes every email

    Each message is automatically read and classified. The AI identifies the type (lead, follow-up, complaint, sales question, scheduling request), extracts key details (name, company, phone, product/service, urgency), and determines the next best action.

  3. 3

    Tasks created in your workspace

    Relevant emails instantly become structured tasks in tools like ClickUp or Trello. Each task includes a clear summary, suggested action steps, deadlines based on urgency, and any attached files – so nothing slips through the cracks.

  4. 4

    CRM updated automatically

    Your CRM (HubSpot, Salesforce, Pipedrive, etc.) is kept up to date without manual entry. The AI creates new client profiles, updates contact records with the latest email data, triggers workflows (e.g., move lead from “New” → “Qualified”), and even drafts replies in your brand voice for review or auto-send.

Why choose this AI?

Automate the busywork, never miss a lead, and keep your CRM always up to date.

Save 20+ hours per week

20+ hours/week

Securely connect your company Gmail or Outlook. Our AI filters out irrelevant messages and highlights only what matters most – new leads, client inquiries, and support requests – so your team can stay focused on opportunities, not distractions.

Never miss a lead again

100% lead capture

Each incoming email is automatically read, classified, and enriched. The AI identifies the message type (lead, follow-up, complaint, sales question, scheduling request), extracts essential details (name, company, phone, product or service, urgency), and recommends the next best action.

CRM always up to date

Auto Sync

Relevant emails instantly convert into structured tasks in tools like ClickUp or Trello. Every task includes a clear summary, suggested next steps, deadlines based on urgency, and attached files – ensuring that nothing is overlooked and projects move forward smoothly.

Replies in your brand voice

2× faster replies

Your CRM (HubSpot, Salesforce, Pipedrive, etc.) is continuously updated without manual input. The AI creates and maintains client profiles, updates contact records with the latest information, triggers workflows (e.g., moving leads from “New” to “Qualified”), and can even draft replies in your brand voice for approval or automatic sending.

Stop losing leads. Start automating.

Book a 15-minute demo and see your inbox turn into organized tasks in real time.

Upgrade to Smarter Work