Section 20 · Sales Rep Work Elimination / Zero-Entry CRM
20.12Extract facts from email threads
Designed for Phase 2- No.
- 20.12
- DMA's reference
- Decision Book p.38
- Phase
- Phase 2
- Autonomy
- L2 · Prepare, then wait for approval
- DMA's decision
- Yes
What DMA asked for · Decision Book p.38
Extract facts from e-mail threads.
Why it matters to DMA: Budgets, dates and objections are often written, not said.
In our words, from DMA's Product Decision Book v3, page 38.
How we do it
- Scheduled for Phase 2 in DMA's book.
- The call scribe's reader and checks run on each e-mail thread: facts with exact quotes, promises with dates, all proved by code before they are kept.
Already in place
- The scribe's extraction and quote checks (20.1–20.4).
- E-mail replies are already stored and classified by the reply handler.
What the later phase adds
- Reading each thread for facts and promises, with the same one-click approval.
The flow
It plays on its own while it's on screen; hover or use the controls to pause or step through.
A thread
"We can start in November, budget is $4k."
- Stored data
- AI
- Screen
Where the data goes
The same six stages on every page. Nothing reaches Nutshell except through the write gate.
- 1E-mail
Source
E-mail threads with prospects.
- 2Sync
Copies Nutshell changes into the bridge database
Not involved.
- 3Bridge database
A copy of the CRM data, plus what the AI works out
Facts with quotes.
- 4AI
Claude models, only through DMA's own gateway
Reads and quotes; code proves.
- 5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
Changes wait for one approval.
- 6Nutshell
The system of record
Nutshell is not changed.
The tables behind it
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 |
|---|---|---|
| ai.extracted_facts | Facts the AI found, each with the exact quote it came from and a confidence. | 15 |
How the tables connect (1)
| Column | Points to | Kept by |
|---|---|---|
| ai.extracted_facts.prompt_id | agent.prompts | The application (by id) |
Worked example
Synthetic demo data: every name, business and number is made up.
A designed example (synthetic).
From a reply
- Said
- "We can start in November, budget is $4k a month."
- Facts
- Timeline: November · Budget: $4,000 a month
In the running POC
There is no screen for this one yet: it is designed for Phase 2, as DMA's book decides. The parts listed under “Already in place” run in the POC today.
Status
Designed for Phase 2. DMA's book schedules this for Phase 2. The design is ready and builds on parts that already run in the POC.