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!