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CRM Co-Pilot: Inbox to CRM

A complete silent CRM co pilot for SDRs. Watches the Microsoft 365 inbox every 15 minutes, identifies senders, creates or updates contacts, and attaches AI structured notes with sentiment and next action suggestions — fully automatically.\n\nIncludes:\n 🤝 CRM Co Pilot Agent (5 …

CRM Co-Pilot: Inbox to CRM

4 components

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Julian Vorraro

Built by Julian Vorraro

Orbitype.com

4 components

This template is the start. Orbitype is the platform.

Install it, then keep building demand, CRM, and delivery in one GTM environment.

This template

CRM Co-Pilot: Inbox to CRM

A complete silent CRM co pilot for SDRs. Watches the Microsoft 365 inbox every 15 minutes, identifies senders, creates or updates contacts,…

  • 4 components
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This template is the start. Orbitype is the platform.

Run demand, CRM, and delivery in one GTM environment — then keep customizing in plain English.

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  1. 01

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  2. 02

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  3. 03

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    Tell the Orbitype AI agent what you want to change. It adjusts the system to your liking, no code needed.

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This template is published by Julian Vorraro. Reach them for setup questions, customization, or support around this package.

Julian Vorraro

Julian Vorraro

Orbitype.com

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Published by Julian Vorraro. The publisher is responsible for this package. Orbitype hosts community templates and does not review every one.

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Contents

Components in this template

4 components

  • Workflow

    CRM Co-Pilot — Background Sync Workflow

    Cron workflow that runs every 15 minutes on weekdays and calls the CRM Co Pilot agent via agency.get('crm copilot'). Keeps the CRM updated …

  • App

    CRM Co-Pilot Dashboard

    Interactive artifact that visualizes crm contacts and crm notes. Shows contacts with avatar, status badge, note count and last contact time…

  • Database

    CRM Database Schema

    PostgreSQL schema for the CRM Co Pilot. Creates 3 tables: crm contacts (one row per person), crm notes (timestamped notes with sentiment an…

  • Agent

    CRM Co-Pilot Agent

    Silent CRM co pilot for SDRs. Reads unread emails from Microsoft 365, identifies senders, creates or updates contacts in the CRM, and attac…

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