Shortcuts and automation

Calero exposes App Intents so you can capture and navigate from Siri and the Shortcuts app. Automation stays on Apple’s stack—there is no separate Calero automation cloud or hosted API.

Requirements

Active subscription — Shortcuts actions check entitlement the same way as other premium surfaces.
Calero installed on the device where you run the shortcut.

Siri phrases

Examples (exact wording can vary by Siri language and region):

“Log interaction in Calero” / “Save interaction in Calero”
“Add a note in Calero” / “Quick note in Calero”
“Open Review in Calero”
“Create a reminder in Calero”
“Open a person in Calero” / “Open a project in Calero”

App actions

Log interaction — Choose a person, enter a summary, and optionally a date. Calero opens to complete the save.

Add note in Calero — Add text, optionally linked to a person.

Open Review in Calero — Jumps to the Review workflow (follow-ups, stale contacts). Calero opens to consume the handoff.

Create reminder in Calero — Title, due date, optional person, and whether to deliver a local notification. Runs without opening the app; respects on-device SwiftData saves.

Open person in Calero / Open project in Calero — Picks an entity and opens Calero to that record.

URL scheme (`calero://`)

Supported paths (read-only / safe navigation):

calero://open/review
calero://open/person/{uuid}, project, company, team
calero://open/log-interaction?person={uuid}&summary=... (prefill for user review)

Policy: Calero does not add silent-write URLs. Prefer Shortcuts for automation; external tools (e.g. desktop agents) should invoke Shortcuts or these idempotent links so the user stays in control.

Building your own shortcuts

Open the Shortcuts app.
Create a new shortcut and tap Add Action.
Search for Calero and add the actions you need.
Combine them with other apps (e.g. after a calendar event ends, prompt for a summary and log it).

For a quick reference, use Settings → Shortcuts & automation inside Calero on your device.

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