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scratchpad-ai/clearskies

v1.1.0MIT

Research your connected CRM, meetings, call transcripts, and email, and safely build clearskies revenue workflows.

ai-update-salesforce-field

Put one Salesforce field under AI maintenance with a clearskies workflow: after a relevant call, AI finds the right record, checks the transcript is actually useful, generates a value, and writes it to the field. Use when a RevOps user wants AI to automatically keep a specific SFDC field up to date from meeting content — e.g. "have AI keep Opportunity Next Steps updated", "auto-fill our Onboarding Next Step field after calls", "update a chosen SFDC field automatically after customer meetings", or when they pick a field for AI to own. Builds the meetingEnded → role filter → find record → relevance-agent → should-continue gate → generation-agent → updateSalesforce pattern, using two reusable field-agnostic agents with all field-specifics in the step messages. It proposes or drafts first and never publishes or edits a live workflow without explicit approval.

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