Section 4 of 21 · Decision Book p.14–15
4. Nutshell — Turn 30,000 Records Into an Asset
Nutshell stays the system of record. DMA AI mirrors it, reviews every record once, tiers the best dormant opportunities, flags the mess, and writes notes, fields and tasks back through one approved door.
What we built for this section
- A two-way connection: backfill, webhooks, a change feed every 15 seconds in the prototype, and a nightly drift check; writes only through the write gate.
- An AI review of every record, with facts checked against their quotes; the prototype runs it on 300 synthetic records, ready for DMA's 30,000.
- A/B/C tiers with safety gates and two-click corrections.
- Duplicate and messy-record flags, as recommendations; merges stay with people.
- Automatic notes, AI fields and tasks, through the write gate, with undo.
The 7 capabilities, in the book's order
| No. | Capability | Book page | Phase | Autonomy | Status |
|---|---|---|---|---|---|
| 4.1 | Two-way Nutshell connectionNew conversations update Nutshell, and Nutshell's history informs the AI about returning prospects. | p.14 | Phase 1 | L3 · Act within rules | Built in the POC |
| 4.2 | AI review of all 30,000 recordsRead the existing history and summarise what DMA knows about every lead. | p.14 | Phase 1 | L1 · Recommend | Built — needs DMA's data |
| 4.3 | A/B/C lead tiersPut the best dormant opportunities at the top instead of treating all 30,000 the same. | p.14 | Phase 1 | L1 · Recommend | Built in the POC |
| 4.4 | Clean duplicate and messy recordsFind duplicate people and companies, and incomplete records. | p.14 | Phase 1 | L1 · Recommend | Built in the POC |
| 4.5 | Automatic CRM notesWrite the transcript, summary, score, recommended service and next action back into Nutshell. | p.14 | Phase 1 | L3 · Act within rules | Built in the POC |
| 4.6 | Automatic tasks for salespeopleCreate the right follow-up task when the AI needs a person, instead of hoping someone remembers. | p.15 | Phase 1 | L3 · Act within rules | Built in the POC |
| 4.7 | Human activity feeds back to AIWhen a rep calls or emails someone, that becomes part of the AI's context next time. | p.15 | Phase 2 | L3 · Act within rules | Designed for Phase 2 |