New event follow-up
Find the contact or account, capture what was said, then log a meeting and draft the follow-up.
1Find
2Capture
3Review
4Push
Find the contact or account, capture what was said, then log a meeting and draft the follow-up.
Review the actions below, then send them to your CRM.
Follow-ups logged from this device.
Your view preferences, CRM connection, transcription and email options.
Scales the whole interface up or down. Kept after you save.
Endpoints used: /auth/request-otp, /auth/verify-otp, /crm/search, /crm/context, /transcribe, /ai/draft-email, /crm/create-meeting, /email/send. Keep CRM & Whisper/Gemini keys server-side. Full contract in Help.
HubSpot Meeting engagement · Pipedrive Activity (meeting) · Salesforce Event.
After an event or meeting: find the contact or account, capture what was said (paste, dictate, record or upload), then log it to your CRM as a Meeting and send a follow-up email drafted from the notes plus CRM context.
1. Find — pick the CRM, choose Prospect or Account, and search. Select the right record.
2. Capture — type/paste, dictate live, record audio, or upload a file. Everything lands in one notes box that autosaves; recordings & uploads are transcribed (Whisper/Gemini) and appended. Long notes are never truncated.
3. Review — confirm the meeting details and generate a follow-up email from your notes plus CRM context.
4. Push — log the meeting to the CRM and send / copy the email.
iPhone/iPad (Safari): Share → Add to Home Screen → Add.
Android (Chrome): ⋮ menu → Add to Home screen / Install app.
It then launches full-screen with its own icon, like a native app — no App Store needed.
Live dictation auto-restarts if the browser cuts the stream, so you can speak as long as you need. For long or noisy sessions use Record audio — it captures the whole conversation and sends it for high-accuracy transcription.
On iPhone, live dictation in the browser is limited, so Record audio or Upload file is the reliable path there.
Set the base URL in Settings → Connection. The app calls these POST endpoints (JSON unless noted), each with Authorization: Bearer <token>:
/auth/request-otp → {email}/auth/verify-otp → {email,code} ⇒ {token}/crm/search → {crm,type,query} ⇒ [{id,name,subtitle}]/crm/context → {crm,type,id} ⇒ {summary,deals,lastActivity}/transcribe → multipart audio + provider ⇒ {text}/ai/draft-email → {entity,context,notes} ⇒ {subject,body}/crm/create-meeting → {crm,type,id,title,startsAt,durationMin,outcome,description} ⇒ {id,url}/email/send → {to,subject,body} ⇒ {ok}Put Cloudflare Access in front of this page and the n8n endpoints for zero-trust 2FA — the same setup as the FigJam → n8n Converter.
Experiencing an issue? Email support@overtools.io — we reply within 2 working days.
Have a feature or report request? Email feature-requests@overtools.cxlever.io.
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