Log a call and set the follow-up with PromptLab MCP

Tell your assistant how the call went in one sentence; it writes the note and the reminder.

Updated October 1, 2026

What it does

Turns a quick summary of a call into a note on the right account and a follow-up task with a due date, without opening the CRM.

Example prompt

“Log my call with Kansai Paint: they want a sample of NovaStab UV 3210 next week. Remind me Thursday to follow up on the quote.”

What happens

The assistant finds Kansai Paint, saves the note on the account, and creates a task for Thursday linked to the open quote. It tells you what it saved so you can correct anything.

Tools used

  • search
  • create_note
  • create_task

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