firstpromptWorkflow
Your plan

SalesWorkflowSafe version

Keep the CRM up to date from your inbox

You saidUpdating the CRM2 h a week

At the end of each day Claude reads your customer emails and meeting notes and lists what changed: next steps, dates, stage moves.

Every weekdayCRM, Email, Sheets

The prompt
  1. 1
    Every weekday at 17:30, read today's emails with customers and any meeting notes saved in my Drive today.
  2. 2
     
  3. 3
    For each customer conversation, add one row to a "CRM updates" sheet, with columns in the order our CRM's import expects: company, contact, what was agreed, the next step with a date, and the stage the deal is in now, using the stage names in our pipeline. Only include what changed. Mark anything you are unsure about instead of guessing.Taken out by a company rule: For each customer conversation, add one row to a "CRM updates" sheet, with columns in the order our CRM's import expects: company, contact, what was agreed, the next step with a date, and the stage the deal is in now, using the stage names in our pipeline. Only include what changed. Mark anything you are unsure about instead of guessing.For each customer conversation, add one row to a "CRM updates" sheet, with columns in the order our CRM's import expects: company, contact, what was agreed, the next step with a date, and the stage the deal is in now, using the stage names in our pipeline. Never write a price, a discount or a deal value. Only include what changed. Mark anything you are unsure about instead of guessing.safe version
  4. 4
     
  5. 5
    Company rule: never put technical drawings or prices into this task. If an email or file contains them, skip that part and tell me.company rule

Kept out of AI

Technical drawingsPrices

Safe version. Records what was agreed and the stage, never an amount.

Set it up

4 steps
  1. 01Connect your email and Google Drive under Customize Connectors.
  2. 02Type /schedule, paste this workflow's prompt and pick Weekdays at 17:30.
  3. 03Check the list, then import the sheet into your CRM in one go.
  4. 04It runs while your computer is on and Claude is open.

What you get

One list of pipeline changes to approve, instead of an hour of copy and paste.

On FirstPrompt, your manager sees: running or not. Never this text.

Learn how

  • Connectors and automation
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