Clean notes and a follow-up email after every customer meeting
Paste your rough notes or a call transcript. Claude writes the summary, what each side promised, the follow-up email and the lines for your CRM.
Safe versionSalesWhen you need it
Set it up4 steps
Open the Claude desktop app and sign in with the Claude account you use for work. On a personal Free, Pro or Max plan, chats can be used for training unless you switch off SettingsPrivacyHelp improve Claude.
No account yet? Ask your manager.
Where things are in Claude
- CustomizeConnectors In Claude's left sidebar: connect your email and files.
- /schedule Type it in a new Cowork task to run a prompt on a schedule.
- Scheduled In Claude's left sidebar: what runs, to pause or change it.
- Once for the whole company: your Microsoft admin approves Claude's Microsoft 365 connector and turns on its write tools, so Claude can save drafts and files. If connecting asks for an admin's approval, this is still to do: send them this step.
- Connect Microsoft 365 under CustomizeConnectors, and in Cowork connect your Sales folder in OneDrive or SharePoint (the one synced to this computer).
- After a meeting, delete every price and amount from your notes and write people at the customer by their role (their buyer, their quality lead), never by name. Then paste the prompt and the notes into Cowork.
- Add the recipient to the follow-up draft and send it from your email. Add the contact to the CRM lines yourself.
Set this up on your computer: the Claude desktop app runs it.
The prompt
- Taken out by a company rule: Here are my rough notes or the transcript from a customer meeting. Turn them into:Here are my rough notes from a customer meeting. Turn them into:safe version
- 1. A five-line summary for the customer file, as a Word document in the Customer notes folder inside my Sales folder.
- Taken out by a company rule: 2. What each side promised, in two lists, ours and theirs, each with an owner and a date. Then the open questions and any objection they raised, in their words.2. What each side promised, in two lists, ours and theirs, each with an owner and a date. Name people at the customer by their role. Then the open questions and any objection they raised, in their words.safe version
- Taken out by a company rule: 3. A follow-up email to the customer: thank them for something specific, confirm what we agreed as a short list, and give the next step or meeting with its date. Under 150 words, in their language, only to the people who were in the meeting. Save it as a draft in my email. If you cannot save drafts, put it in your answer for me to copy. Do not send it.3. A follow-up email to the customer: thank them for something specific, confirm what we agreed as a short list, and give the next step or meeting with its date. Under 150 words, in their language. Open with a greeting in that language, without a name, and name only the customer company. Leave the recipient empty. Save it as a draft in my email. If you cannot save drafts, put it in your answer for me to copy. Do not send it.safe version
- Taken out by a company rule: 4. Three lines for the team: who we met, what was decided, what happens next.4. Three lines for the team: which roles we met, what was decided, what happens next.safe version
- Taken out by a company rule: 5. The CRM lines: company, contact, next step with its date, and the stage the deal is in now. Mark anything you are unsure about.5. The CRM lines: company, next step with its date, and the stage the deal is in now. No contact and no value. Mark anything you are unsure about.safe version
- Taken out by a company rule: Keep the customer's own words for anything they asked for. Never add a promise that is not in my notes.Keep the customer's own words for anything they asked for. Never add a promise that is not in my notes. My notes leave out prices and the names of people at the customer. If a price, an amount, a name, an email address or a phone number is still there, ignore it and never repeat it.safe version
- Company rule: never put prices or customers' personal data into this task. If an email or file contains them, skip that part and tell me.company rule
Kept out of AI
- PricesKept out
- Customer personal dataKept out
- Safe version. You paste notes with people at the customer named by role and no amounts. Claude names the customer company only, and you add the recipient to the follow-up.
What you get
A summary for the customer file, our promises and theirs with dates, a follow-up in your drafts with no recipient (you add the contact and send it), and the CRM lines without names.
Learn how
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FirstPrompt's workflow library adapts parts of Anthropic's knowledge-work-plugins (Apache-2.0), rewritten by FirstPrompt. Source and licence