Hermes prepares a client brief and updates EspoCRM

A Nostics Digital consultant tested Hermes before an upcoming client coffee meeting. The user already ran EspoCRM and created a dedicated API user after Hermes found the service's API and built an integration skill. A test message containing known contact, company and opportunity details became a CRM opportunity.

The consultant also organised their strategy and offerings in a self-hosted Gitea knowledge structure, with an MkDocs intranet, and asked Hermes to build a Docmost publishing skill. For the client preparation, the agent received the company name, known information about the person and a stated change-management pain point. It researched the person and company, read the consultant's offerings and created an eight-page brief for a thirty-minute meeting.

The brief covered background, questions to ask, listening cues, three meeting phases, pitch guidance and risks. The user could review the document in the client's Docmost folder. A later request produced a short road-readable summary posted back to the EspoCRM opportunity. The author judged the advice useful, but the meeting had not yet occurred, so no sale or successful client outcome is established. The reusable detail is to connect research to the existing company knowledge and write both a full reviewable brief and a concise CRM summary, rather than leave preparation in an isolated chat.

Prompt
Suggested prompt (written by Agents In Use, not the author's)

Source: Reddit · u/jean-jcrx of Nostics Digital