Save AI account executive summaries directly to CRM deals

When Exa AI generates an executive intelligence summary for a strategic account, log the summary directly onto the deal record in Contacts+.

Try:

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Contacts+ Explore Contacts+ →

Triggers

New lead created

Fires when a new lead or contact is created in Contacts+.

Deal stage changed

Fires when a deal moves to a new stage in Contacts+.

Deal won

Fires when a deal is marked won in Contacts+.

Contact updated

Fires when a field on a contact changes in Contacts+.

Actions

Create or update contact

Creates or updates a contact in Contacts+.

Create deal

Creates a new deal in Contacts+.

Update deal stage

Moves a deal to a new stage in Contacts+.

Log activity

Logs a call, email, or note against a record in Contacts+.

Exa AI Explore Exa AI →

Triggers

New completion generated

Fires when Exa AI generates a response to a prompt.

Model run failed

Fires when a request to Exa AI errors or times out.

Fine-tune job completed

Fires when a fine-tuning job in Exa AI finishes.

Actions

Generate a completion

Sends a prompt to Exa AI and returns the model's response.

Summarize text

Uses Exa AI to summarize a block of text.

Classify or extract data

Uses Exa AI to classify or extract structured data from text.

Enrich and classify incoming sales leads with AI When a new lead is created in Contacts+, pass their submitted notes to Exa AI to automatically extract key buying signals and categorize their industry. See details

Summarize customer interaction logs on updated contact profiles Whenever a contact's activity history is updated in Contacts+, ask Exa AI to digest the recent interactions into a brief executive overview. See details

See all Contacts+ + Exa AI integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Save AI account executive summaries directly to CRM deals” between Contacts+ and Exa AI?

Yes — describe it in the box above and Knit's Integrations Agent researches Contacts+ and Exa AI's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

What's the most common AI Models + CRM automation?

Summarizing a deal or account's recent activity from Contacts+ using Exa AI, or drafting a personalized follow-up email based on the contact's real history.

Can this write the AI's output back into the CRM record?

Yes — a summary, draft email, or score generated by Exa AI can be written straight back onto the relevant field or note in Contacts+.