> ## Documentation Index
> Fetch the complete documentation index at: https://deepline.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Turn call evidence into reviewed CRM updates

> Ask your agent to turn call evidence into proposed CRM updates.

[Agent guide: CLI and SDK instructions →](/docs/guides/post-call-crm-automation)

## 1. Have your context ready

Have the authorized transcript or notes, the correct CRM record IDs, and your allowed update policy.

## 2. Ask your agent

Paste this into your agent, then provide your task and example inputs when it asks:

```deepline-prompt theme={null}
/deepline-gtm Prepare CRM update proposals from this call evidence using Deepline. Match the conversation to the intended account and opportunity. Cite the evidence for each proposed field and distinguish explicit commitments from inferred next steps. Preserve speaker, available date, owner, and unresolved questions. Do not change stages, commercial terms, or send follow-ups without review.
```

Complete any requested sign-in yourself. Give the agent the missing information before approving execution. Provider-backed work can incur usage.

## 3. Review the result

The proposal follows what the participants actually said. A suggested action is not recorded as a buyer commitment without supporting evidence.

Ask your agent:

```deepline-prompt theme={null}
/deepline-gtm Compare the result with the acceptance rule we agreed. Show the evidence for accepted and rejected outcomes, unresolved questions, and recorded Deepline usage where work ran. If work is still running or a response is uncertain, inspect the original saved execution before proposing another request. Explain the next decision I need to make.
```

Approve a larger job, recurring work, or external changes only after reviewing that decision.

## Check your understanding

Does a meeting-ended event prove that the transcript can already be read?

> **Show the answer**
>
> No. Check the source's readiness contract. Missing retrieval evidence must not
> become a fabricated summary.

## Related guides

* [Write Plays](/docs/human/sdk-v2/plays)
* [Batch CSV enrichment](/docs/human/sdk-v2/batch-csv)
* [Prepare follow-ups from recorded commitments](/docs/human/guides/sales-follow-up-automation)
* [Set up a Monitor](/docs/human/plays/set-up-a-monitor)


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