Hermes prepares a client brief and updates EspoCRM
A consultant reports Hermes creating an eight-page preparation brief for a client meeting, publishing research in Docmost and posting a short summary to EspoCRM.
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Suggested prompt
Suggested prompt written by Agents In Use, not the source author. Replace bracketed inputs and review tool permissions first.
Using [our authorised company knowledge] and [client context], research a thirty-minute meeting brief with evidence, questions, listening cues and risks. Publish it to [review folder], then prepare a concise summary for the CRM opportunity.
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Sourced account- Source author
- u/jean-jcrx of Nostics Digital
- Original account
- Read the source ↗
- Published
- Source link checked
- Reported result
- A consultant reports Hermes creating an eight-page preparation brief for a client meeting, publishing research in Docmost and posting a short summary to EspoCRM.
- Human involvement
- The consultant creates the API identity, provides company context and reviews the client document. The upcoming meeting and any commercial outcome are not yet reported.
A linked account supports attribution. It does not mean we independently reproduced its result.
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How the agent did it
- Create a dedicated EspoCRM API user and test opportunity creation.
- Provide company strategy and offerings as structured knowledge.
- Connect Docmost for reviewable research documents.
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
Frequently asked questions
What was the concrete preparation output?
The author reports an eight-page brief for a thirty-minute client coffee meeting, plus a short summary written to the CRM opportunity.
How did the consultant review the research?
Hermes published through a Docmost skill, placing the document in the client folder for immediate review.
Did this produce a sale?
No sale is reported. The author was preparing for a meeting the following week, so the demonstrated outcome is preparation and CRM updates.
More details
Remaining steps
- Research the client against the consultant’s context and meeting goal.
- Publish a full preparation brief and a short summary on the CRM opportunity.
About this account
Hermes discovers integration APIs, builds skills, researches a client, combines company knowledge and writes documents and CRM records on request.
Firsthand account by u/jean-jcrx of Nostics Digital; original publication date verified against Reddit created_utc 1782476852 = 2026-06-26T12:27:32Z. Outcomes are the author’s reports, not independently reproduced. Suggested prompt written by Agents In Use; not the author’s original prompt.
Credit: u/jean-jcrx of Nostics Digital
Source published
Added to Agents In Use
Source checked
Tools and topics
Hermes Agent · EspoCRM API · Docmost · Gitea · MkDocs · DeepSeek v4 Pro
Client preparation · CRM summary · Self-hosted knowledge
Editorial completeness: 100/100. Measures documented fields, not agent performance or verified outcomes.