Nexto

Create tasks from Gmail
Create tasks from any website
Create tasks from call transcripts
Micro-CRM account/contact tracking
Main todo list view

Inspiration

I was in software and consulting sales for years. When reaching out to prospective customers via cold emails, calls, etc., or staying on top of active opportunities, most sales reps are constantly managing a mountain of action items that compounds through time. Most sales reps manage their tasks by checking the CRM, but that takes extra effort when you need to re-research the context in a messy system. Some reps manage their personal action items in a spreadsheet or task manager, but you need to do a lot of manual work to include enough context so you don't have to re-read an entire email thread or call transcript.

Essentially, I needed a tool that allowed me to quickly create action items with all the details I need for future me - without having to spend the time filling in the details.

What it does

Nexto is a Chrome extension and web app that allows you to instantly create follow-up tasks from an email thread, website text, or call transcript. It extracts all of the context, including details, contact information, etc., and includes a suggested due date, priority, etc. You can also track what's coming up in a "Micro-CRM" view for accounts or contacts.

I built this with a sales use case in mind, but realized quickly that this should be useful for almost anybody, and has a broad spectrum of use cases.

How I built it

I used supabase for the database and auth, and react within the chrome extension. The web app is NextJS on Vercel. Cursor helped tremendously.

Challenges I ran into

There were two main challenges. First was the authentication setup. It was tricky getting supabase with Google 0auth working to share sessions between the chrome extension and the web app. The second one is currently a real blocker. My long-term vision is to have this automated, instead of user-triggered. I.e. Nexto will read all of your CRM email activity & call notes, etc., and automatically suggest tasks in the app. I decided to delay this until I can bring in a more experienced developer due to security concerns & getting it approved in the Chrome store. I'm currently not storing email/call data in the database, but this would be a requirement if I wanted to build this into a true AI "agent."

Accomplishments that I'm proud of

I'm just proud I built this. This is my first fully built-out project, and the first one I've shared with the public. I'm using it daily and love it.

What I learned

Everything involved in building this thing :)

What's next for Nexto

Depending on how users are leveraging the tool, it can go two ways: 1. Fully-automated "sales assistant" as mentioned earlier, or 2. General-purpose AI todo list app. Regardless, in the short-term I plan to build out integrations with Outlook (currently supports Gmail for email tasks), major CRMs, and other productivity tools (Notion, Todoist, Trello, etc.). My longer-term vision is to have this as an automated task generator for the tools you already use, instead of trying to create yet another todo list app.