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How auto-updating works

Octolane reads the signals your team already generates—emails and meetings—then writes structured updates back to your CRM without anyone touching a field.
We ingest Gmail threads and Calendar events with least-privilege scopes, focusing on metadata, participants, and relevant snippets.
LLMs classify intent (new lead, follow-up, risk, next step), extract contacts, companies, dates, amounts, and owners.
We map signals to existing accounts/contacts/opportunities and update fields, notes, and timelines automatically.

What updates automatically

  • New contacts with enriched firmographics
  • Meeting + email activity on the right record
  • Next steps and follow-up dates
  • Opportunity stages and amounts when detected

Benefits

Clean data without manual entry, fresher timelines, and zero missed follow-ups.