nineAdd Nine to Slack

Close and Microsoft OneNote.
A more connected handoff.

Give Nine access to Close and Microsoft OneNote and delegate work across the connected tools. You choose the accounts and actions it can use.

CloseMicrosoft OneNote
Add Nine to Slack Explore the work

What can Nine do here?

Explore the available capabilities. Actions depend on your connected accounts and the access you grant.

Close

Get ready for the conversation

  • Read contact and opportunity context

    Retrieve contacts, opportunities, notes, and email or call activities to prepare a useful sales brief.

  • Review your opportunities

    List opportunities and their aggregate values to assemble a pipeline snapshot.

Follow through in your CRM

  • Capture new leads

    Create a company lead with its contacts, addresses, and starting status.

  • Record calls and create tasks

    Log call details and add dated follow-up tasks associated with a lead.

  • Prepare and send follow-up messages

    Create email and SMS activities, including drafts and send-capable modes supported by the connected account.

Microsoft OneNote

Work from your notes

  • Find notebooks, sections, and pages

    Retrieve accessible personal, group, or site notebooks and the page content needed for a brief.

  • Bring related material together

    Inspect notebook structure and page previews to find the notes relevant to the work.

Keep knowledge organised

  • Create and update pages

    Create notebook pages and make supported content updates for meeting notes or project documentation.

  • Organise and reuse notebook material

    Create notebooks and sections, copy pages or sections, and reuse an existing notebook structure.

Connect the context. Agree the handoff.

Close

Connect your Close organisation during onboarding and choose the lead, activity, and communication actions Nine can use.

Microsoft OneNote

Connect your Microsoft account during onboarding and choose the notebooks, sections, and page actions Nine can use.

Keep access scoped.

Connecting tools does not give everyone access to everything. Nine works within the context and actions authorised for the person or team it is working with.

What would you like Nine to do across Close and Microsoft OneNote?

Start with one useful task. Connect the context Nine needs, and bring the result back to your team.

Add Nine to Slack Talk to the founder

Your first
useful handoff.

Join the early-access list. Tell us what you’d like Nine to do and which tools it needs.

No purchase commitment. This joins the list; it doesn’t create an account or book a call.