I would love to hear about people’s favorite AI tools, why they like them, and some creative ways they use AI.
Something new that I’ve been playing around with are the new AI browsers like ChatGPT’s Atlas, and Perplexity’s Comet. These are pretty new tools, and I think we’re all just scratching the surface of what it can do and how to use it, but I’ve been testing out Comet with LACRM to see how it can streamline some of my processes.
If you’re not familiar with an AI browser, it basically allows you to ask an AI assistant to do things on the webpage that you are on. It can analyze and interact with whatever you currently have open in that browser.
Here are a couple of things I’ve found useful so far with using Comet with LACRM:
Categorizing and tallying up tasks in my Task Report
If you’re using LACRM on your own, an easy way to organize your tasks is to create sub-calendars for each category of tasks (e.g. a High Priority calendar, a Partner Follow-Up calendar etc.) so that when you pull up your task list on your Workspace or Calendar, you can see how many of each types of tasks you need to work on. However, the Task Report currently doesn’t support filtering by sub-calendar so if I want to pull up a report, it’s tricky to see at a glance how many tasks of each category I’ve completed. It gets even more complex when you share an account with other users, because other users’ sub-calendars are not visible to you.
What I’ve been able to do with Comet is open up my Task Report, and tell the AI assistant to read all the task names and descriptions on my report, count up how many tasks completed from 9/1/2025 to 9/30/2025 are for follow-ups with referral partners, then list the names of all of those tasks and their completion dates for me.
What I got at the end was a tally of tasks that the AI assistant has inferred was about a referral partner (it looked for keywords like “collaboration”, “partnership”, “referral”, and “affiliate” in the name and descriptions), a list of those tasks, and their completion dates.
I did a quick skim to make sure there were no hallucinations, but this basically gave me a simple “report” of my follow-ups with all my referral partners over the past month.
Summing up my Pipeline Report for a specific status
Adding up the totals in a Lead Value field is gonna be much easier with our upcoming kanban/board-view (Tyler talks about this in his video), but before that feature is shipped, the best way to do that would be to export your pipeline report then add up the column of values.
With Comet, what I can instead do is just pull up my pipeline report, and ask the AI assistant to add up the total value of all the clients in a specific status.
To double check that it’s counting the correct clients (I am always a little cautious), I then ask it to list out all the clients it’s pulling those numbers from and check that against my on-screen report.
However, what I’ve found that it’s not great at currently, is taking more complex actions on the page itself. For example, I wanted the assistant to go through my task report and check off all the tasks on my screen that are overdue to mark them as complete.
Instead of just checking off the boxes down the left of the task list the way I would have, it couldn’t find the checkbox elements and instead opened up each task and used the “Actions” menu to mark the task off as complete.
This obviously was taking forever and not really a time-saver for me, so I stopped it and did it on my own.
Regardless, my understanding of these AI browsers is that the goal is to make them better at taking actions on the page, so I’m optimistic that this will get better with new updates.
Long story short: I’ve found that using an AI browser with LACRM right now is great for extracting data/insights from what I have open on my screen, which can act as a good bridge for anyone who needs more in-depth reporting from LACRM.
@TomClapp I know you have a separate thread about this, but I wanted to tag you in case you’re interested in trying out AI tools with LACRM!
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I’ve been using the Comet browser with LACRM as well, @lacrm.eunice. One way I use it is to ask Comet/Perplexity to suggest ways that I could collaborate with the contact. Perplexity/Comet does a great job of using the profile info in LACRM as a base for brainstorming or writing emails.
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I am using Claude primarily.
I designed and had Claude code build a LACRM MCP server to be to able to view, add, and update data in the system. I also have used it to help me with create pipeline value reporting I was missing in LACRM.
I have also used it for another tool I had Claude build. I record my sales calls and once I am done, I upload them to my computer, where a watcher program grabs the audio file, transcribes it (both in Word and Markdown), then, based on the name on the file, looks in LACRM for a company and uploads the Word transcription to that company account.
It also comes in handy to move data between my main audience database (in SQLite) and LACRM. I can say, “Do I have Kevin Uhlenhaker in our database?” It then returns a record, then I say, “Add it to my CRM,” which it does.
Happy to connect with anyone who would like more infomation.
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@CaptainTime I think you’d love what Kevin’s built here – he’s essentially been able to interface with his LACRM account via Claude for more advanced reporting and faster data entry, and (!!) auto-add transcriptions to a contact’s History after each call.
One new exciting direction here too is that with the Automations feature, it’ll be possible for Kevin to prompt the CRM (via Claude) to update a lead’s pipeline status after a sales call in order to trigger a follow-up automation (as long as that automation has already been set up in LACRM).
You can imagine a scenario where you wrap up a call, and all you need to do is let Claude know to update this contact to a new Lead status. What then happens in the background is: the call transcription is added to the contact (via Kevin’s custom build), the next follow-up tasks are scheduled + any other in-CRM actions you include (via the pipeline automation), and this is all happening while you’re already chatting with your next lead.
Tyler mentioned this in one of his Product Update videos that we do want to include the ability to add “Send an email” as an action in an Automation, so with that, you’d eventually even be able to send a post-call email with more information to that Lead as part of the entire automated flow!
Your setup has given us so many more creative ideas – thanks for sharing, @kuhlenhaker!
late to this thread but +1 for claude — i use it almost daily now for drafting follow-up emails based on my notes in lacrm. like i’ll paste in the contact background and last conversation summary and ask it to write a casual check-in email. saves me from staring at a blank compose window for 10 minutes.
@kuhlenhaker that MCP server setup sounds really cool. did you find the api docs straightforward enough to work with? i’ve been thinking about building something similar for pulling pipeline reports into a dashboard but haven’t taken the plunge yet.
the ai browser thing is interesting too — hadn’t thought about using it directly with crm data like that.
@AddToCRM the API’s are great. I just had Claude reference them for the design document before having Claude code build the MCP server. Overall, it was way easier than it would have been 12 months ago. I use my MCP server daily. One of my favorites is to have it add records from my audience database (different MCP server) to LACRM. In fact, I just did it a few minutes ago. After adding a new record to the audience database, I asked Claude, “Add him to the crm please,” and a new record was in LACRM by the time I switched to my browser. Magical times we live in!
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