# Close with an AI agent

Connect Close to daework with one sign-in. No API keys, no MCP server, nothing to install. Find and update leads, contacts and opportunities in Close.

## What a Dae does in Close

- **Report sales activity in Close** (reads only): Counts calls, emails, meetings and notes by user and period, and shows who is active and which leads got no touch.
- **Add a lead and contact to Close** (waits for your ok): Creates a new Close lead with its contact and an optional opportunity, after searching for an existing lead.
- **Draft a follow-up email in Close** (writes a draft, sends nothing): Writes a follow-up email draft for a Close lead from its history and saves it as a Close draft without sending it.
- **Look up a Close lead** (reads only): Finds a Close lead and answers from its contacts, opportunities, notes and recent activity, read only.
- **Log a note or task in Close** (writes): Adds a note or a follow-up task to an exact Close lead after reading it, with approval.
- **Update a Close opportunity** (waits for your ok): Changes the status, value, close date or note of a Close opportunity after reading it.
- **Review the Close pipeline** (reads only): Summarizes open Close opportunities by stage, value and age, and flags stale deals, read only.
- **List Close tasks and calls due** (reads only): Lists your due and overdue Close tasks and call tasks with the lead, contact and last activity, so you knows who to call or write first.

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daework: A Dae is an AI coworker. It reads your email, works in your Apps and runs on a schedule. Anything that reaches someone outside waits for your OK. Start at https://app.daework.com/sign-up. Contact support@daework.com.