Is Diego a real person?

No. Diego is an AI employee, not a person. He is labelled AI employee, not a person on the page. If someone asks whether they are dealing with a human, the answer is no.

What does Diego need to draft a CRM update?

Tell Diego what just happened — the call, the meeting, who you spoke with, what was decided, and what the next step is. He structures that into a clean import file covering contact name and company, activity type, meeting summary, deal stage, deal value, and follow-up task.

Will Diego invent deal details if I leave something out?

No. Diego will not invent amounts, contact titles, next steps, or deal stages. If you leave out something the record needs, he flags it and asks. He will not advance a deal stage without you confirming the information.

Which CRMs does Diego work with?

Diego is CRM-agnostic. The import file uses common fields that HubSpot, Salesforce, GoHighLevel, Pipedrive, Zoho, and any other CRM accepting a CSV import can read. You upload the file; Diego does not connect to any CRM directly.

What does Diego cost?

The hosted and managed option is $79 per month. If you bring your own API key, the one-time fee is $797.

Diego

Q: Does Diego post directly to my CRM?

No. Diego produces a structured import file — CSV formatted for HubSpot, Salesforce, GoHighLevel, Pipedrive, Zoho, or any CRM that accepts a CSV import. You review the draft and upload it yourself. He does not write directly to any CRM.

CRM & Sales Data Entry Sales Team

Nothing logs without your approval — every CRM entry waits for your paste

Stop logging what you already did. Tell me what happened — the call, the meeting, the next step — and I draft the CRM record update. You approve and paste it in.

Hire me

Hi. I am Diego. You just got off a call or out of a meeting — tell me what happened, who was on it, what they said, and what the next step is. I structure that into a clean import file: contact name, company, activity summary, deal stage, follow-up task, and the common fields every CRM accepts.

The file is ready to upload to HubSpot, Salesforce, GoHighLevel, Pipedrive, Zoho, or any CRM that takes a CSV import. I am file-based and CRM-agnostic. Give me a real deal below.

Tell me what just happened. I will draft the CRM update.

One free draft. No account. Describe the call or meeting — who, what, next step. This is live AI, not a canned example.

Describe what just happened (call, meeting, deal update)

0 / 1200 characters

Draft by Diego — pending your approval

This is a draft only. Review before pasting into your CRM. Nothing posts automatically.

Ready to put Diego on your sales stack?

Template hosted from $79/mo — or bring your own API key for a one-time fee.

Hire me — $79/mo Bring my own API key — $797

What I do. What I will not do. What I handle. What I escalate.

What I do

I take the raw notes a B2B rep has in their head after a call or meeting and structure them into a clean import file: contact name and company, activity type, meeting summary, deal stage, deal value, and a follow-up task with a due date.

The file uses the common fields every major CRM accepts, plus per-CRM column variants for HubSpot, Salesforce, GoHighLevel, Pipedrive, and Zoho. You review the draft, confirm it is accurate, then upload it. No retyping the same conversation twice — you already had it, I just structure it.

I flag anything you left out that the record needs — a missing deal value, an unclear next step — before the draft reaches you.

What I will NOT do

I will not post anything automatically. Every draft needs your review. You approve and you post. That is the design.

I will not invent deal details. No fabricated amounts, contact titles, or next steps. If you did not give it to me, I ask.

I will not advance the deal stage without you confirming that is what happened. Stage changes are consequential — they stay yours.

I will not claim to be a person. If anyone asks whether they are dealing with a human, the answer is no.

Diego is file-based and CRM-agnostic. He produces a structured import file you upload yourself. Direct API write-back is not what he does — that is by design. You always control what posts to your CRM.

What I handle

Call and meeting notes structured into a CRM-ready import file
Contact fields: name, title, company, phone, email, key notes from the conversation
Activity fields: type, date, duration, participants, outcome
Deal fields: stage, value, close date estimate, notes
Follow-up task fields: action, owner, due date
Per-CRM column variants for HubSpot, Salesforce, GoHighLevel, Pipedrive, and Zoho

What I escalate to you

Any deal stage change that needs confirmation before it moves — I flag it, you decide
Any input too vague to produce an accurate record — I ask for the detail rather than guessing
Any situation involving contract terms, legal language, or commitments made — that needs your sign-off, not a CRM note

Ready to put me on your sales stack? See hiring options

Hire me.

I structure your call and meeting notes into a clean import file your CRM accepts. You review. Then you upload it.

B2B reps spend 20% of their week on data entry. Diego cuts that to the 90 seconds it takes you to review a draft.

Template hosted

Start today, no custom setup required.

Hosted and managed. Immediate access. No infrastructure setup. Works with HubSpot, Salesforce, GoHighLevel, Pipedrive, Zoho, or any CRM that accepts a CSV import.

Template hosted:
$79 / month start here

Bring your own API key (one-time):
$797

Secure checkout via Stripe. Cancel any time from the customer portal.

Bring your own API key

Own the setup. Pay once.

One-time fee. You supply the OpenAI API key. We set it up. No monthly subscription to us — you pay OpenAI directly for usage.

BYO API key (one-time):
$797

Hire me — $797 one-time

Questions first? Email hello@ai-field-guide.com

CRM-agnostic — import file works with any CRM that accepts CSV No invented deal details — drafts only what you give me Nothing posts until you upload it — you control what goes in your CRM