CRM and AI

What happens automatically

Person extraction. Yttri pulls people and organisations out of emails, meetings and notes. If the person is already in your address book, the mention is attached to their card; if not, a candidate appears.

Auto-linking. A confident match on name and address is linked immediately, a doubtful one arrives as a suggestion stating what exactly matched. A wrong link can be undone.

Companies. Organisations found in contact data are collected into company cards and people are attached to them as employees — the same thing the “Collect companies from contacts” button does.

A digest per person

For a contact, Yttri assembles a read of the correspondence: what you discussed, what is still open, what was promised. It answers “where did we leave off” before a call.

What you can ask for inside a task

generate a description from the title and context;
rewrite the description more clearly;
suggest tags from the content;
summarise a long comment thread — the “Summary” block on the task page.

Tasks the agent suggests

Background analysers read emails, meetings and recordings and create task suggestions: an agreement was found, so a task is proposed. The suggestion appears in the Assistant; the task itself is created only once you accept.

Tasks created from correspondence carry a source and a verification verdict: confirmed, unclear, not confirmed. It is a guard against polite phrasing — “we should catch up some time” must not become a task with a deadline.

Tasks run by the agent

A task has a separate assignee, Agent. The agent runs such a task itself: it moves the status and writes into the comments what it did. When it hits a fork that needs your decision, the task moves to Waiting for decision — the question is visible on the board card, and the number of such tasks is the badge next to the Board item.

Choosing the agent as the assignee does not erase the person the task belonged to: picking a person in the same picker brings it back.

The agent in chat

The agent can find and read contacts, projects and tasks, and create or extend them. Reading happens straight away, changes go through confirmation.

Useful phrasings: “who is this”, “when did we last talk”, “find everyone from this company”, “add the phone number from the email signature”, “what is overdue for client X”.

Sweeping phrasings such as “close everything overdue” are shown as a list first: a bulk change is confirmed as a whole and deliberately.

Boundaries

The agent does not gather information about people from the internet on its own initiative.
Links are built from your data only — the emails, meetings and notes already in Yttri.
Contact details are masked before they are sent to a cloud model.