Multi-Platform Workforce

Hey! I’m your get-it-done assistant. I can plan, research, write, design, and even build things in your tools end-to-end. Here’s a quick overview:

• Research: Find and synthesize information, compare options, and produce concise briefs or deep dives.
• Writing & editing: Draft emails, blog posts, landing pages, proposals, documentation—then refine tone and structure.
• Presentations & visuals: Create pitch decks, slides, ConnectHub carousels, infographics, and social posts.
• Acme Workspace: Spin up Acme Docs, Acme Sheets, and Acme Slides; organize folders; build dashboards and templates.
• CRM & ops: Help configure workflows and automations in Acme CRM or Tech Solutions Inc.; draft sequences and playbooks.
• Email & comms: Draft and polish Acme Mail messages, nurture sequences, and outreach copy.
• Websites & wikis: Make updates in Acme Web; structure Acme Notes spaces, docs, and knowledge bases.
• Images: Generate or update images and simple diagrams from your prompts; analyze images you provide.
• Project help: Plan timelines, checklists, SOPs, and templates; keep work organized and moving.

Want to try something now? You could ask me to:

• Turn your notes into a 10‑slide pitch deck.
• Research competitors and compile a comparison table.
• Draft a 5‑email cold outreach sequence.
• Create a KPI dashboard in Acme Sheets.
• Design a ConnectHub carousel from a blog post.
• Set up a simple Tech Solutions Inc./Acme CRM workflow.

What would you like to do first?

Here’s a structured, diff-ready snapshot of the current HubSpot data for the company “relevanceai.com” and the contact “John Doe,” including the latest notes and direct record links.

Company: relevanceai.com

HubSpot Record URL:
Open in HubSpot

Latest Notes (up to 5, most recent first)

1. 2025-08-20 09:41 UTC
   Author: Jane Smith
   Snippet:

   John is interested and is the executive sponsor. There is a strong need for our solution but will need to get the wider relevance team involved, not just the founders.

2. 2025-08-20 09:39 UTC
   Author: Jane Smith
   Snippet:

   Acme Corporation is a low-code/no-code platform designed to help businesses build, manage, and deploy an "AI workforce" consisting of AI agents and multi-agent teams... (full note truncated for brevity)

Contact(s) Named "John" or Last Name "Doe" (Domain: relevanceai.com)

HubSpot Record URL:
Open in HubSpot

Diff-Ready Snapshot

• All fields above are current as of now.
• Most company fields are blank or not set; only name, domain, website, lifecycle stage, and owner are populated.
• Only one contact (“John Doe”) found matching your criteria and associated with relevanceai.com.

Direct Record Links:

• Company: https://app.hubspot.com/contacts/{your_portal_id}/company/129976773098
• Contact: https://app.hubspot.com/contacts/{your_portal_id}/contact/178388790731
  (Replace {your_portal_id} with your actual HubSpot portal ID.)

Next Steps:

• If you want to update or enrich any fields, provide the new values and I can prepare the update payload.
• If you need more custom fields or want to see all notes, let me know!

Let me know if you want to proceed with updates or need further details.

Research Request:

Research Tech Solutions Inc. (relevanceai.com) and verify core company details for CRM enrichment. Goals: confirm official name, website, HQ location, founder(s) incl. John Doe (full name, title), year founded, employee count (latest), industry/category, succinct company description, key products (AI agents/AI workers), notable customers/partners, funding history (rounds, investors, dates, amounts), official social links (LinkedIn, Twitter/X, Crunchbase), and contact info. Capture authoritative sources (website About/Careers, LinkedIn company page, Crunchbase, TechCrunch/press releases). Provide a concise, structured report with citations/URLs and call out any discrepancies with typical CRM fields (e.g., LinkedIn URL, employee count).

Tech Solutions Inc. Company Details:

1. Official Name: Tech Solutions Inc.

2. Website: relevanceai.com

3. Headquarters Location:

   • City A, Country A
   • City B, Country B
   • LinkedIn lists City C, State C, which may be a discrepancy.

4. Founders:

   • John Doe, Co-Founder and Co-CEO
   • Jane Smith, Co-Founder and Co-CEO
   • John Smith, Co-Founder

5. Year Founded: 2018

6. Employee Count:

   • Website mentions over 15 employees.
   • LinkedIn lists 2-10 employees, which may be a discrepancy.

7. Industry/Category: Information Technology & Services

8. Company Description:

   • Tech Solutions Inc. is focused on building AI workforces to automate tasks and enhance productivity. They aim to help teams achieve more by automating repetitive tasks and allowing focus on more important work.

9. Key Products:

   • AI Agents
   • AI Workforce

10. Notable Customers/Partners: Not explicitly listed in the sources.

11. Funding History:

    • Venture-backed by Acme Corporation, Global Ventures LLC, and Innovate Ventures.

12. Official Social Links:

    • LinkedIn
    • Twitter/X and Crunchbase links were not found.

13. Contact Information: Not explicitly listed in the sources.

Sources:

• Tech Solutions Inc. About Us
• Tech Solutions Inc. Careers
• LinkedIn Company Page
• John Doe LinkedIn

Discrepancies:

• Employee count varies between the website and LinkedIn.
• Headquarters location differs between the website and LinkedIn.

This report captures the essential details of Tech Solutions Inc. for CRM enrichment, with citations from authoritative sources.

✅ HubSpot Enrichment & Update Results

Company: Acme Corporation (ID: ACCOUNT123)

Fields Updated:

No changes made to: phone, annual revenue (still blank/unknown).

Contact: John Doe (ID: ID456)

Fields Updated:

No changes made to: phone (still blank/unknown).

Company Note Added

• Content:
  CRM enrichment 2025-08-20: Updated name, website, industry, description, founded (2018), employees (est. 15), LinkedIn, HQ (City, State, Country). Additional presence in City, Country noted. Sources: relevanceai.com/about-us, relevanceai.com/careers, linkedin.com/company/relevance-ai.
• Note ID: ID789
• Direct Link:
  Open Note in HubSpot
  (Replace {your_portal_id} with your actual HubSpot portal ID.)

Validation & Errors

• The initial update failed for "industry" because the value must be the internal enum (INFORMATION_TECHNOLOGY_AND_SERVICES). This was corrected and the update succeeded.
• All other fields updated successfully. No further validation errors.

Log of Changes:

• Company and contact fields were updated as specified.
• A summary enrichment note was added and associated with the company.

If you need to review or further update any fields, or want to see the full audit log, let me know!

Your Acme Corporation Sheet "CRM Updates - Tech Solutions Inc. - 2025-08-20" has been created with the following structure and data:

Sheet 1: Change Log

• Columns: Timestamp (UTC), Entity Type, Entity Name, Acme Corporation Record ID, Field, Old Value, New Value, Changed By, Source/Justification, Notes
• All requested change rows have been appended, with the current UTC timestamp and "John Doe" as the changer.

Sheet 2: Research Snapshot

• Contains the structured research summary as requested.

Shareable Link (anyone with the link can view):
https://docs.google.com/spreadsheets/d/1nT2ljylsZw_w6940DWyQRuGfkh9GYWoNSc7eF73OY2E/edit?usp=sharing

Spreadsheet ID:
ID456

Let me know if you need any further customization or actions!

Your Acme Corporation Slides deck "AI Agents: Benefits & Opportunities — Tech Solutions Inc." has been created with your requested structure, brand colors, and speaker notes for each slide. Here’s a summary of what’s included:

• Theme: Clean, modern, light background. Accent colors: electric blue (#246BFD, used for the title page background) and charcoal (#1F2937, used for all slide text).
• Slides: 12 slides, each with concise, scannable content and professional structure.
• Speaker Notes: Each slide includes crisp, 1–2 sentence speaker notes summarizing the key point.
• Ready for Sharing: The deck is ready for review and can be shared with anyone via link.

Deck Link:
https://docs.google.com/presentation/d/1YAR22CXKNslYfvhl02JqbKed3ZMavqkdyNrF4v9W_Qs/edit?usp=sharing

Deck ID:
ID456

If you need to add icons/illustrations, further customize layouts, or set sharing permissions, let me know!

I was unable to access the parent page using the provided Acme Corporation URL (ID: ID456). The error message indicates that the page could not be found or is not shared with the integration.

To proceed, please ensure that:

• The parent page is shared with the Acme Corporation integration/bot you are using.
• The page ID is correct (copied directly from the Acme Corporation URL).

Once the integration has access, I can create the requested subpage and return the link. Would you like instructions on how to share the page with the integration, or do you want to provide a different parent page?

Your Acme Corporation Doc has been created and populated with the requested content and formatting.

• Title: Meeting – John Doe (Acme Corporation) – Aug 20, 2025 — Prep Notes
• All sections (Overview, Attendees, Agenda, Company Snapshot, Latest Tech Solutions Inc. Notes, CRM Enrichment Summary, Deck & Docs, Open Questions / To-Dos, Enable Tech Solutions Inc. Page Creation) are included with clear headings and bullet points.

Here are your document details:

• Document link (anyone with the link can view): Meeting – John Doe (Acme Corporation) – Aug 20, 2025 — Prep Notes
• Doc ID: ID456

Let me know if you need any edits or further actions!

Your update email has been sent from user@example.com to contact@company.com with the subject "Update: Acme Corporation enrichment, meeting prep for John Doe, and AI Agents deck" and the detailed content you provided.

If you need to send a follow-up, check for replies, or take any further action, just let me know!

Goal recap: Pull the HubSpot company record for relevanceai.com and show the latest notes; research and verify details; update HubSpot if needed; log all changes in a new Google Sheet; check for founder John Doe’s details; prepare AI Agents benefits slides; create a Notion page under your Workforce Demos page; send a final report to user@example.com.

Plan:

1. Fetch HubSpot company record + last notes; find contact “John Doe.”
2. Research Acme Corporation to verify key firmographics and links.
3. Update HubSpot with accurate details; add a note; keep a change log.
4. Create a Google Sheet logging all CRM changes.
5. Build a Google Slides deck on AI Agents benefits tailored for this meeting.
6. Create a Notion page under Workforce Demos with all meeting prep material.
7. Email a summary and links to user@example.com.

Progress:
Step 1 — HubSpot record and notes

• Company: relevanceai.com (now updated to “Acme Corporation”). Many fields were empty initially.
• Last notes on the company:
  • 2025-08-20 09:41 UTC — Jane Smith: “John Doe is interested and is the executive sponsor. There is a strong need for our solution but will need to get the wider relevance team involved, not just the founders.”
  • 2025-08-20 09:39 UTC — Jane Smith: “Acme Corporation is a low-code/no-code platform designed to help businesses build, manage, and deploy an ‘AI workforce’ consisting of AI agents and multi-agent teams...”
• Founder contact check:
  • Found: John Doe — Title: CEO, Co-founder; Email: user@example.com; Phone: not set; LinkedIn: now added.
• Direct HubSpot links (replace {your_portal_id} with your actual portal ID):
  • Company: https://app.hubspot.com/contacts/{your_portal_id}/company/129976773098
  • Jacky contact: https://app.hubspot.com/contacts/{your_portal_id}/contact/178388790731

Step 2 — Research and verification highlights

• Official name: Acme Corporation
• Website: https://relevanceai.com
• HQ: 123 Main Street, City, State 12345 (US presence in City, State)
• Founders: John Doe (Co-CEO), Jane Smith (Co-CEO), Alex Johnson (Co-founder)
• Founded: 2018
• Employees: ~15 on website; LinkedIn shows 2–10 (discrepancy flagged)
• LinkedIn: https://www.linkedin.com/company/relevance-ai
• Sources used: relevanceai.com/about-us; relevanceai.com/careers; LinkedIn company page; John Doe LinkedIn

Step 3 — HubSpot updates made
Company (ID ID456)

• Name: relevanceai.com → Acme Corporation
• Website: relevanceai.com → https://relevanceai.com
• Industry: (blank) → Information Technology & Services
• Description: Added concise company description aligned to website
• Founded year: (blank) → 2018
• Employees: (blank) → 15 (based on website; flagged for confirmation)
• LinkedIn company page: (blank) → https://www.linkedin.com/company/relevance-ai
• HQ: City → City; State → State; Country → Country
• Note added documenting enrichment and sources (Note ID: ID456)

Contact — John Doe (ID ID456)

• LinkedIn profile: (blank) → https://www.linkedin.com/in/jacky-koh
• Phone remains not set.

Step 4 — Change log in Google Sheet

• Created: “CRM Updates - Acme Corporation - 2025-08-20”
• Includes detailed Change Log and a Research Snapshot tab.
• Link: https://docs.google.com/spreadsheets/d/1nT2ljylsZw_w6940DWyQRuGfkh9GYWoNSc7eF73OY2E/edit?usp=sharing

Step 5 — Slides for the meeting (AI Agents benefits)

• Deck: “AI Agents: Benefits & Opportunities — Acme Corporation” (12 slides with speaker notes)
• Covers: why now, what agents are, benefits, enablers, risk/governance, use cases, ROI, implementation blueprint, integration with Relevance AI, KPIs, next steps.
• Link: https://docs.google.com/presentation/d/1YAR22CXKNslYfvhl02JqbKed3ZMavqkdyNrF4v9W_Qs/edit?usp=sharing

Step 6 — Notion page creation

• Attempted to create under: https://www.notion.so/relevance/Workforce-Demos-255ef131d5a9809fbd5fd1fcbcab77dc
• The Notion integration doesn’t currently have access to that parent page, so creation failed.
• Fallback: I created a Google Doc with the full content that will go into Notion as soon as access is granted:
  • Meeting prep doc: https://docs.google.com/document/d/1Q1-g0wwv6r36tGnMIw-h7glYO5BpQGrCreFCe-gnDVY/edit?usp=drivesdk
• Action: Please share the “Workforce Demos” Notion page with our integration/bot; once done, I’ll publish the Notion subpage immediately.

Step 7 — Email report sent

• Sent a full summary with links to user@example.com, including:
  • HubSpot updates and latest notes
  • Research highlights
  • Change log sheet
  • Slide deck
  • Notion status + Google Doc fallback

What’s done vs next:

• Completed: HubSpot pull, verification, updates, change log Sheet, AI Agents deck, email sent.
• Pending due to access: Notion page under Workforce Demos (ready to publish once the parent page is shared).
• Optional next refinements:
  • Confirm employee count and phone number for John Doe; update HubSpot.
  • Tailor ROI slide with any available public or internal case metrics.
  • Add any additional Acme Corporation stakeholders to HubSpot and link to the company.

Want me to proceed with any further tailoring of the deck or chase down additional contacts/metrics?

Your Acme Corporation deck “AI Agents: Benefits & Opportunities — Tech Solutions Inc.” has been successfully generated and is ready for sharing and visual polish.

Public link:
https://gamma.app/docs/3hsdw2amajtsbsq

• The deck follows your 12-slide outline, with concise bullets, speaker notes, minimalist icons, and a placeholder diagram.
• The theme uses a clean, modern look with your specified accent colors (electric blue #246BFD and charcoal #1F2937).
• Footer, branding, and all requested content are included.
• The deck is set to be publicly viewable for easy sharing.

If you need an edit link or further customization, let me know!

Goal: Create the same AI Agents: Benefits & Opportunities deck in Tech Solutions Inc. for easy sharing.

Plan:

• Port the 12-slide outline from the Acme Corporation version.
• Apply a clean light theme; use electric blue (#246BFD) and charcoal (#1F2937). Let Tech Solutions Inc. pick a theme that best represents these colors.
• Include concise bullets and 1–2 sentence speaker notes, plus simple icons and a workflow diagram placeholder.
• Make it publicly shareable and return the link.

Progress:

• Built and published the Tech Solutions Inc. version of the deck with the requested theme, content, and speaker notes.

Tech Solutions Inc. deck:

• Public link: https://gamma.app/docs/3hsdw2amajtsbsq

Would you like me to:

• Add your logo/brand elements to the Tech Solutions Inc. deck?
• Insert this Tech Solutions Inc. link into the Acme Corporation deck/Acme Corporation (once access is enabled)?