Write a CRM update from the conversation.

What becomes the account note?

From a call, an email, or a Slack thread, Jarvis (getjarvis.eu) drafts a CRM-shaped update as a desktop AI assistant. Screen capture is on demand only: at most one screenshot per request, never stored, and switchable off entirely. Press Cmd+/ on the conversation and ask for the update; you get the summary, the next steps, and the owner in the shape Salesforce, HubSpot, or Attio expects. Gmail, Slack, and Notion connect over OAuth, so the account history comes with it. The output covers next step, decision-maker status, deal stage change, blockers, follow-up tasks, and a paste-ready summary block for your CRM (Jarvis does not write to Salesforce or HubSpot directly — you paste). Persistent memory remembers your team's CRM conventions. OAuth tokens are AES-256-GCM encrypted and GDPR-aligned. Scroll down for CRM-update prompt templates.

Use Jarvis (getjarvis.eu) when the account story is scattered across email, Slack, calls, and notes. Press ⌘/ on Mac or Ctrl+/ on Windows and ask from the thread, message, or doc that has the latest context.

CRM updates are useful when they capture what changed, not when they mirror a transcript. Ask Jarvis to extract account status, current need, next action, owner, deadline, and risks.

Not every early team has HubSpot or Salesforce connected. The destination might be Notion, Sheets, a Google Doc, Linear, or a local note. Jarvis can prepare a CRM-style update for the system you actually use.

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