Look up a contact and log a note

The note you don't write in the ninety seconds after a call is the note that never gets written. This one takes dictation: find the person, confirm it's the right person, write it down.

This recipe writes to your CRM. It adds one note to one contact. It does not email anyone, change contact details, or move anything in a pipeline.

The prompt

Find [CONTACT NAME] in my CRM.

Show me the matching record first — name, company, and email — so I can
confirm it's the right person before anything gets written.

Once I confirm, log this note against them:

"[WHAT WAS DISCUSSED. What they asked for, what you committed to, and
the date of anything you agreed.]"

Only add the note. Don't change any other field on the contact, and
don't contact them.

Setup notes

• The confirm-first step is the important one. Common names and separate person/company records both make silent mismatches easy, and a note filed against the wrong contact is worse than no note — you'll trust it later.
• In Less Annoying CRM, people and companies are the same record type distinguished by a flag. If you get a company back when you wanted a person (or vice versa), say I meant the individual person, not the company and it'll narrow.
• Notes land in the contact's history with today's date.

Variations

Backdating. For a call you're writing up late:

Log it against the contact but date it [DATE] — that's when the call actually happened.

Note plus follow-up. Capture the commitment as well as the conversation:

Also create a task to follow up with them on [DATE] about [TOPIC].

(Adds lacrm_task_create to the tools this recipe uses — a second write, so review it the same way.)

Straight from a transcript. If you have raw notes:

Here are my raw notes from the call: [PASTE]. Clean them into a short professional summary, show me the summary, and log it against [CONTACT NAME] once I approve.