Prepare a contact or company brief
Find [person or organization] in Capsule CRM and read the matching contact. Prepare a brief for [meeting purpose], noting missing information.
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Capsule CRM AI Employee
Leina connects to Capsule CRM to help you prepare contact briefs and review sales opportunities. Ask in your team chat. Leina does the work and brings back the result.
Connect Capsule CRM, choose what to share, and hand off your first task.
Leina + Capsule CRM Example Result
You
Find Maya Chen at Cedar Studio and prepare a contact brief for our introduction call. Flag missing details.
Leina
I’ve prepared the contact details and noted the missing role information to confirm on the call.
Capsule CRM · Example
Maya Chen · Call preparation
A focused brief for the first conversation.
- Organization
- Cedar Studio
- Contact
- maya.chen@cedar.example
- To confirm
- Role and purchasing responsibilities are not recorded.
What Is a Capsule CRM AI Agent?
Ask a Capsule CRM AI agent to prepare for a customer meeting or organize sales opportunities by their recorded stages and next steps.
You specify the source and the destination. Leina uses the content available to your connection and returns the result for you to review.
Capsule CRM
Capsule CRM keeps customer relationships, opportunities, and follow-up tasks together.
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Find the contact
Provide a name and organization.
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Read the right record
Check matching details before summarizing.
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Prepare the brief
Highlight useful details and missing context.
What to Ask Leina to Do with Capsule CRM
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Prepare a pipeline and task review
Review sales opportunities for [scope], grouped by pipeline and stage. Keep values and currencies clear, list open tasks, and link tasks only where the records show a relationship.
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Your next Capsule CRM task can start with a message.
Connect. Ask. Get the Result.
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
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Connect Your Account
Connect the tools involved and give Leina access to the content it needs.
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Try a Task
Share the source material, say where the result belongs, and describe what you need.
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Check the Result
Review the result and any changes in the connected app.
Put Leina to Work in Capsule CRM
Hand off these everyday tasks to your AI employee.
List Parties
List Capsule CRM parties with pagination, optional change filtering, and embeds.
Search Parties
Search Capsule CRM parties by query text.
Get Party
Read one Capsule CRM party by ID.
Create Party
Create a Capsule CRM party.
Update Party
Update a Capsule CRM party.
Delete Party
Delete a Capsule CRM party.
List Opportunities
List Capsule CRM opportunities with pagination, optional change filtering, and embeds.
Search Opportunities
Search Capsule CRM opportunities by query text.
Get Opportunity
Read one Capsule CRM opportunity by ID.
Create Opportunity
Create a Capsule CRM opportunity.
Update Opportunity
Update a Capsule CRM opportunity.
Delete Opportunity
Delete a Capsule CRM opportunity.
List Tasks
List Capsule CRM tasks with pagination, status filtering, and embeds.
Get Task
Read one Capsule CRM task by ID.
Create Task
Create a Capsule CRM task.
Update Task
Update a Capsule CRM task.
Delete Task
Delete a Capsule CRM task.
List Users
List Capsule CRM users.
Get Current User
Read the Capsule CRM user associated with the access token.
List Categories
List Capsule CRM task categories.
List Countries
List countries supported by Capsule CRM.
List Currencies
List currencies supported by Capsule CRM.
List Pipelines
List Capsule CRM sales pipelines.
List Pipeline Milestones
List milestones for a Capsule CRM pipeline.
List Stages
List stages for a Capsule CRM board.
More Tools for Your AI Employee
Connect the Apps your work depends on, and give Leina the context to carry the task forward.
Keep the Conversation Moving. Let Leina Pick Up the Work.
Hand off a task while your team is discussing it. Leina uses your connected tools and brings the result back to the conversation.
See How Leina Works in SlackLeinaExample Result I’ve prepared the contact details and noted the missing role information to confirm on the call.
Maya Chen · Call preparation
Capsule CRM + Leina: Your Questions, Answered
What if several contacts share a name?
Add an organization, email, or another identifying detail to select the right person.
Can the assistant update records?
Yes. Specify the exact contact, opportunity, or task and the change you want.
Make Leina Your Capsule CRM AI Employee
Start with one task you already need to do. Tell Leina what a finished result should look like.
Connect Capsule CRM, choose what to share, and hand off your first task.