What to Ask Leina to Do with Monica CRM
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Read a contact and their notes to extract useful relationship context.
Find Monica contact [name], read the selected contact and their notes, and summarize details to remember for our next conversation.
Turn supplied conversation notes into a contact-linked note.
Create a Monica note for contact [contact ID] from these conversation notes: [notes]. Do not favorite the note.
Get Started with Monica CRM
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Connect Your Account
Connect with a Monica personal OAuth token from your account API settings.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported Monica CRM Capabilities
Monica CRM connects supported service operations to your AI assistant. Find contacts, read contact notes, and save or revise notes associated with a contact.
- Contact Context
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Find contacts and read individual records.
- List Contacts
- Get Contact
- Relationship Notes
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List, read, create, and revise contact notes.
- List Notes
- Get Note
View All 7 Actions
- List Contacts
- Get Contact
- List Notes
- Get Note
- Create Note
- Update Note
- Delete Note
Frequently Asked Questions
Can I find a contact by name?
Use the contact query to find candidates, then choose the correct contact ID before writing a note.
Does updating a note append text?
The update replaces the note body. Ask AI to read and combine the old and new text before updating when you want to preserve details.
Is this a browser OAuth login?
This connection accepts a personal OAuth token from Monica API settings as its credential.
Your AI employee for Monica CRM
Tell Leina what you need in your team chat. Include the source, destination, and expected result.