---
title: "Sales Activity Recorder"
section: "Agent store — Sales — Sales Execution"
canonical_url: "https://leverge.ai/agents/sales/sales-execution/sales-activity-recorder"
category: "Sales"
process: "Sales Execution"
trigger: "Triggered by an incoming message"
publisher: "Ailoitte Technologies Private Limited"
---

# Sales Activity Recorder

Paste a call note or customer email and get a clean CRM activity record, the commitments made on both sides, and the follow-ups — ready for approval before anything is logged.

## At a glance

- Business function: Sales
- Process: Sales Execution
- Runs: triggered by an incoming message — Forward a call note or customer email to the sales inbox
- Run cost: 4 credits
- Uses a knowledge base: no

## What it needs

- **Call note or customer email** (message) — Rough notes are fine — this agent cleans them up.

## How it works

1. Structuring the activity record
2. Writing the activity summary
3. Preparing the CRM entry for approval

## What it returns

- **Activity type** (classification badge)
- **Activity summary** (written summary)
- **CRM fields** (metadata grid)
- **Commitments made** (verification checklist)
- **Missing from the note** (flagged exceptions)
- **CRM entry — approve to log** (message preview)

---

Source: https://leverge.ai/agents/sales/sales-execution/sales-activity-recorder — Leverge