crm-plugin

The canonical way to get a past meeting or call into the Keboola CRM: import its recording (from Plaud), download the transcript, and log it as a `call` activity with a structured English write-up. Use this WHENEVER the user wants to log/record a call or meeting to the CRM or write one up — e.g. "log activities from meetings to CRM", "log my call with <customer>", "write up the Bonami renewal call and put it in the CRM", "import today's Plaud recording", "pull my latest recording into the CRM as a call activity", "turn my recorded meeting into a CRM activity", or naming a recording by date. It finds the recording in Plaud, downloads the transcript, resolves the CRM account + opportunity, pulls the real attendees from Google Calendar, creates any missing contacts, and writes notes in a fixed 7-section English template (When / Participants / Key facts / Action points / Next steps / Customer sentiment / Customer feedback & product requests). When the call surfaces product feedback or feature requests, it also op

Build ad-hoc data-exploration views and dashboards over CRM data using natural language. Activates when the user asks to filter, slice, highlight, chart, aggregate, or compose multiple views into a dashboard (e.g. "show opportunities owned by X with stage Demo and highlight Activity Center", "give me a pipeline-by-stage chart", "build a CRO dashboard with KPIs and charts"). Translates the request into typed JSON and calls `crm views` / `crm dashboards`.

Enrich account data using external sources — research companies via Perplexity AI, search business registries (ARES, BRIS, D&B), validate firmographic data, and update CRM accounts with verified information. Activates when users need to research a company, validate account data, or enrich firmographics.

Research an account using registry data and enrichment to prepare for sales engagement. Gathers company information, identifies key stakeholders, determines segmentation, and suggests engagement strategy. Activates when users want to research a company, prepare for a first call, or enrich account data.

Triage and manage CRM alerts — list alerts by severity, acknowledge alerts, view summary statistics, run a daily triage routine, and reference alert type definitions. Activates when users need to review, acknowledge, or triage CRM alerts.

Manage sales commissions — view plans, track personal and team earnings, calculate payouts, generate and approve statements, handle clawbacks, and forecast future commissions. Activates when users need to work with commissions, earnings, statements, or clawbacks.

Manage competitive intelligence — browse battlecards, view competitor details, create and update battlecards (admin), track usage, auto-surface relevant competitors, and prepare pre-call competitive briefs. Activates when users need competitive information, battlecard management, or pre-call competitor preparation.

Manage the full contract lifecycle — create contracts, view details, renew, amend, inspect the renewal history chain, and generate bookings reports. Activates when users need to work with contracts, renewals, amendments, or bookings.

Customer success assistant — renewals, health monitoring, at-risk accounts, QBR prep, and post-sales handover processing

Comprehensive deal review before a stage gate, QBR, or management review. Combines opportunity analysis, MEDDPICC audit, risk assessment, competitive positioning, and action planning into a single structured review. Activates when users want a full deal review, stage gate preparation, or management-ready deal summary.

Manage discount request and approval workflows — submit discount requests with justification, list pending requests, approve or reject with notes, and apply the config-driven thresholds (opportunity-level requests auto-approve at or below the configured threshold, default 10%; line-item discounts route through approval tiers Tier 1 ≤15% / Tier 2 ≤25% / Tier 3 above). Activates when users need to request, review, or approve discounts on opportunities.

Import call transcripts from Gong, Plaud, or manual entry into CRM. Activates when users want to import call recordings, match call participants to accounts, bulk import Gong data, process transcripts for MEDDPICC insights, or log a call with a transcript.

Manage invoicing workflows — create invoices, send to customers, record payments, void, export to CSV, run aging reports, manage billing schedules, and issue credit notes. Activates when users need to work with invoices, billing, payments, or credit notes.

The canonical playbook for capturing a GREAT activity record in the Keboola CRM — log a meeting/call/note, record who you met (people met / attendees), set when it actually happened (including backdating a meeting logged late), enrich or correct an already-logged activity in place, and link attendees to CRM contacts. Activates when the user wants to log/record/capture a meeting, call, demo, QBR, check-in or note; mentions "people met", "who attended", "attendees", "who was in the room"; wants to fix/correct/backdate an activity's date; or wants to add/remove people on an existing activity.

Capture structured loss analysis when an opportunity is lost. Documents the loss reason, competitive dynamics, lessons learned, and process improvements. Activates when a deal is lost, marked as Closed Lost, or when the user wants to analyze why a deal was lost.

Sales manager and VP assistant — team pipeline oversight, forecast reviews, discount approvals, territory management, quota tracking, and rep coaching

Review and improve MEDDPICC qualification for a sales opportunity. Analyzes each of the 8 MEDDPICC components, identifies gaps, scores qualification strength, and provides specific coaching recommendations. Activates when users want to review deal qualification, improve MEDDPICC scores, or prepare for a stage gate review.

Create and qualify a new sales opportunity in the Keboola CRM. Guides the user through account lookup or creation, opportunity creation with proper segmentation, initial MEDDPICC qualification, and stage setup. Activates when users want to create a new deal, log a new opportunity, or start tracking a prospect.

Review pipeline health, forecast accuracy, and identify risks across the sales pipeline. Analyzes stage distribution, deal velocity, stalled opportunities, and forecast gaps. Activates when users want a pipeline summary, forecast review, pipeline health check, or quarterly business review preparation.

Prepare for a customer meeting by assembling account context, opportunity status, MEDDPICC gaps, talking points, and an agenda. Activates when users want to prepare for a call, meeting, demo, or any customer interaction.

Track quota attainment and pipeline coverage — view personal and team quotas, set targets, monitor progress against goals, and check pipeline coverage ratios. Activates when users want to check quota progress, set quotas, or assess pipeline health against targets.

Revenue analytics and reporting — ARR overview and history, revenue waterfall, NRR calculation, cohort analysis, forecast accuracy, rep performance, executive dashboard, and revenue snapshots. Activates when users need revenue metrics, SaaS analytics, forecasting, or executive reporting.

Sales rep assistant — meeting prep, pipeline management, MEDDPICC qualification, deal progression, account research, orders, invoicing, and commissions

Advance a sales opportunity through the sales stages (Discovery -> Demo -> Offer/Negotiation -> Closed Won). Validates all stage exit criteria, checks MEDDPICC completeness, and guides the rep through any gaps before allowing progression. Activates when users want to move a deal to the next stage, check stage readiness, or advance a deal.

Manage sales territories — list territories, view accounts per territory, assign owners, auto-assign accounts by country, and handle reassignment requests with approval workflow. Activates when users need to work with territories, account assignments, or territory planning.