Log Activity
Logs a call or meeting into the CRM from your notes or a transcript.
by anthropics · ★ 32,564 on GitHub
What it does
Describe a call, meeting, or email exchange, or hand Claude a transcript. It drafts the activity log entry and links it to the right account, deal, and contact, showing you the sources it used. Once you approve, it saves the entry to your CRM.
Who it’s for
A good fit for salespeople, consultants and founders who sell and people who run the day-to-day of a business.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.
Safety note
Reads call transcripts and writes activity records to your CRM.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
Apache-2.0