Approval first
No change is made before a person approves it.
HomeUse casesCRM kept up to date from conversations
CRM kept up to date from conversations
Contacts, deal stages and next steps updated from your emails and meetings, with each change shown before it is saved.
On request: built from Luminorix services that run today. It is configured for your business and systems, and checked with you, before it is switched on.
EXAMPLE REQUEST
What you ask.
What comes back.
An illustrative request. Your agent works on your own systems and records.
Good for: Sales & customer service
Industries: Any industry
CRM kept up to date from conversationsHubSpot + Microsoft 365 mail
Sample dataUpdate the CRM from this week’s emails.
You get proposed CRM updates with the source of each.
Illustrative example with sample data. Nothing here was sent or posted.
WHAT LUMINORIX DOES
Step by step.
- Prepares the workReads your mail and meeting notes.
- Asks firstShows proposed CRM updates with the source of each on an approval card.
- Does it and records itOnly after approval does it make the change in your system, and it logs what changed.
SYSTEMS IT CONNECTS
Works with what you use.
- HubSpot
- Microsoft 365 mail
Connector availability, data scope and permitted actions are confirmed for your systems before deployment.
WHERE YOU STAY IN CONTROL
Clear boundaries.
Agreed scope
It acts only where and how it was allowed to.
Reversible and logged
Every change is recorded and can be undone.
RELATED USE CASES
Often paired with.
START WITH ONE RECURRING JOB
Which work should an agent
take off your plate first?
Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.