Record what the next conversation needs
After a meeting, record the customer’s problem, decisions, open questions and agreed next step in a note. Connect it to the relevant contact. Avoid scattering key information across documents and chats without a shared reference.
Turn a commitment into a task
If an action has been agreed, create a task with a clear deadline. The note explains why; the task records what and when. Note reminders and recaps support personal organisation: they do not by themselves send a customer message or assign work to a colleague.
Use lists to understand a group
A list can group contacts from an event or a follow-up initiative. Its overview, members and activities connect individual records to the group. Each deal keeps its pipeline stage; a list does not need to duplicate every process step.
Prepare a brief with Agatha
An example request is: ‘Summarise this customer’s notes and find activities due this week.’ Agatha works with the context available in Keix. Check names, dates and commitments before using the summary for a communication or deal update.
Automate a defined process
Distinguish internal updates from external actions. A workflow can connect notes, notifications and configured communications, with approval where needed. Define the trigger, check recipients and channels, and test with demonstration data before a real send.