Every meeting files itself — and asks before it sends anything

Three things IRIS already does, joined end to end: she pushes each session summary into your agent’s memory as it finishes; your agent reaches outside tools through MCP; and your agent can ask you a yes-or-no question on the lens.

Illustration of the lens approval. The summary text is written by your agent.

• The session ends, the summary leaves. Same moment IRIS exports to Drive or Obsidian, the summary goes into the agent’s long-term memory. No button.
• The agent does the filing. Finds the contact, adds the notes, sets the next step. Through whatever MCP server you registered — HubSpot, Notion, Salesforce, Google Sheets, Airtable, or a Markdown folder.
• Anything that leaves your account waits for you. Sending the recap email is the kind of thing you want to see first. The agent asks, the question shows on your lens, and a tap is the answer. Refusal is the default if you never see it.

1. A real agent, connected

   Hermes or OpenClaw under Settings → Connections → Your agent. This recipe does not work with a plain model (“Other model”) — a model has no memory to push into and no tools to file with. Connect your agent starts from nothing.
2. Switch on both toggles under the agent

   Auto-send sessions to [your agent] memory — each summary is pushed as it finishes. Let your agent write to your lens — this is also what allows it to ask for approval.
3. Give the agent the tool for your CRM

   MCP is how an agent gets a new capability. For Claude Code under OpenClaw, one line each — pick the one you use:

   # HubSpot (official)
   claude mcp add --transport http hubspot https://mcp.hubspot.com
   # Notion (official)
   claude mcp add --transport http notion https://mcp.notion.com/mcp
   # Google Sheets / Docs / Gmail (the same server as the spreadsheet guide)
   claude mcp add --transport stdio gworkspace -- uvx workspace-mcp --tool-tier core

   Then claude mcp list, and /mcp inside a session to sign in. The exact server URLs move — take them from each vendor’s MCP page rather than from here if one fails. Hermes has its own MCP configuration in its docs; OpenClaw passes MCP tools through to Claude Code with bundleMcp: true.
4. Write the standing instruction

   In the agent’s system prompt or memory:

   When a new IRIS session summary arrives in memory:
   1. Identify the people in it. For each one that exists in HubSpot, add a
      note with the summary and set the next-step date if one was agreed.
      If they do not exist, create the contact with what you know.
   2. Draft a short recap email to the main person, in my voice.
   3. Before sending it, ask me: POST https://iris.eveniris.com/agent/approval
      with {"key": "<my licence key>", "summary": "<one line: who, what, send?>",
      "timeoutSec": 300}. Then poll GET https://iris.eveniris.com/agent/approval?key=…&id=…
      every 10 seconds. Send ONLY if status is "approved". Anything else means no.
   Never send email without that approval.

5. Run one real meeting

   Record a short conversation, let her finish writing up, and watch your agent’s log. The approval question appears on the lens during your next session, or straight away if you are still in one. Tap. Check the CRM.

• The approval is yes-or-no, once. Tap approves; a swipe or double-tap refuses; it expires after the timeout you set (30 seconds to 10 minutes, two minutes if you say nothing). Expired, unseen, app closed — all mean no. An answer cannot be changed afterwards.
• Approvals are exempt from Pause cues — they are the one thing that still gets through — but they do need IRIS open on the phone to be fetched.
• Only the summary leaves. The transcript stays in IRIS unless you send it yourself with the session-to-agent button during a live session.
• Start with the filing, add the email later. Let it write to the CRM for a week before you let it draft mail. You will learn what it gets wrong cheaply.

Eight things IRIS can already do that most people have not switched on — four with your own agent, four with nothing but the phone.