Signed in as
Signed in as
With your Gmail connector on, Claude can add and update contacts here from your email — deduped, provenance-tagged, and logged.
GET /api/schema/llms.txtPOST /api/contacts · Update: PATCH /api/contacts/:id (audited)x-crm-editor: you@invisionmedtech.com via Claude| # | Contact | Institution | Role | Roles | Taf ’24 | Prior | Status | Next step | Owner |
|---|
Deal stages
| # | Health system | Signal | Key contacts | Possible known contacts | Last contact | Owner | System status |
|---|
Priority gaps
| Priority | Health system | Missing role | Status | Who we have | Action |
|---|
Next actions
| Priority | Account | Next best action | Type | Why | Do |
|---|
Next steps
People and systems to reach out to next. Check one off when contacted.
| Reach out to | Why / source | Do |
|---|
Done
Channel & partners
| When (UTC) | Who | How | Action | What | Change |
|---|
Every sign-in and every create / update / delete, with who made it — UI edits and CLAUDE API edits alike.