create_crm_task
Create a CRM follow-up task for you or, where your assignment policy allows, another active member. Optionally link it to a CRM account or conversation you can see. dueAt must be an exact datetime with a timezone; resolve relative dates such as "tomorrow" with the user first.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| dueAt | No | Exact ISO 8601 datetime with timezone offset or Z. Relative dates like "tomorrow" must be resolved by the user first. | |
| title | Yes | Task title | |
| ownerId | No | Owner users.id. Defaults to you. Null leaves the task unassigned. | |
| priority | No | Priority (default medium) | |
| relatedId | No | ID of the account or conversation named by relatedType | |
| description | No | Details | |
| relatedType | No | Link to a CRM account or conversation. Default none. |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | Yes | Tool result payload — shape varies per tool, see the tool description | |
| summary | Yes | One-line human-readable summary of the action | |
| renderType | Yes | UI rendering hint for the result |