Section 20 · Sales Rep Work Elimination / Zero-Entry CRM

20.29Automatic account timeline

Built in the POC

What DMA asked for · Decision Book p.42

Show everything that ever happened with an account on one timeline.

Why it matters to DMA: Anyone picking up an account sees its whole story in a minute.

In our words, from DMA's Product Decision Book v3, page 42.

The Account 360 merges Nutshell's notes, e-mails, calls and deals with the AI's own events (scores, reviews, chats) into one timeline, newest first.
Repeated AI events fold into one line ("Scored 3 times"), so people's actions stand out.
The same timeline is a read-only tool in the team workspace.

It plays on its own while it's on screen; hover or use the controls to pause or step through.

Step 1 of 4

Nutshell

Every note, e-mail and deal.

The same six stages on every page. Nothing reaches Nutshell except through the write gate.

1Nutshell
Source
Nutshell and the AI's own events.
2Sync
Copies Nutshell changes into the bridge database
Mirrors notes, activities and deals.
3Bridge database
A copy of the CRM data, plus what the AI works out
The timeline is read from the mirror and the AI's records.
4AI
Claude models, only through DMA's own gateway
No AI model is involved: rules decide.
5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
Nothing is written to Nutshell.
6Nutshell
The system of record
Nutshell is not changed.

Drawn from the POC's database catalogue: structure only, no data.

PK primary keyFK reference the database enforces (solid line)ID reference kept by id (dashed line)

Table	What it holds	Columns
crm.activities	Calls, meetings and e-mails from Nutshell, mirrored for the timeline.	21
crm.notes	Nutshell notes, mirrored and encrypted; the source of facts from old notes.	16

Synthetic demo data: every name, business and number is made up.

Northside Dental Group's timeline (synthetic).

localhost:13301/accounts/…

The Account 360 timeline: Nutshell and AI events together.

Dashboard · Account 360, the account timeline. Captured from the running POC on September 25, 2026; synthetic data.

Opens the exact screen in the running POC, in a new tab.

Open	Where	What to try
Accounts	DMA AI dashboard	Open an account for its 360: facts, people, deals and the timeline.

Built in the POC

Built in the POC. This capability runs in the POC today, on synthetic data, end to end.