Day AI

Productivity

A CRM is only useful if updating it doesn't feel like a chore, and Day AI connected to Neotask removes most of that friction. Look up or update people, organizations, opportunities, and pipeline stages, draft and send emails, or create pages and views — all from a conversation instead of clicking through pipeline boards.

• Search and update CRM records — people, organizations, opportunities, pipeline stages — from chat
• Draft and send emails without switching into a separate email tool
• Create pages, views, and custom properties or charts to track relationships and deals

What you can automate

• Day AI - Look up and update CRM records in Day AI, including people, organizations, opportunities, and pipeline stages, and search across customer data. Draft and send emails, create pages and views, and set custom properties or charts to track relationships and deals.

Real workflows

Move a deal forward after a call

Ask "move the Acme opportunity to negotiation and draft a follow-up email summarizing next steps" and the agent updates the pipeline stage in Day AI and drafts the email for you to review before sending.

Frequently asked questions

What does the Day AI connection actually do?

Look up and update CRM records in Day AI, including people, organizations, opportunities, and pipeline stages, and search across customer data. Draft and send emails, create pages and views, and set custom properties or charts to track relationships and deals.

Does it send emails automatically or just draft them?

It can draft and send — for sensitive outreach you can ask it to draft first so you review before it goes out.

Plans

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