Operations

Meeting notes, SOPs, handoffs, vendor ops and internal reporting.

3 use cases

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3 use cases

Operations · Beginner

Call ends
Transcript to Claude
Notes + field updates

Meeting notes that update the CRM for you

After each sales call, Zapier sends the transcript to Claude, which writes the notes and updates next steps and deal fields in Salesforce.

Zapier · Claude · Salesforce

−5h/wk

Operations · Intermediate

Label contract email
Extract terms
Log in Sheets

Track vendor contract renewals before they auto-renew

Make pulls contracts from Gmail, Gemini extracts the term and notice period, and a Sheets register emails the owner 60, 30 and 7 days before each deadline.

Gmail · Make · Gemini · Google Sheets

−3h/wk

Operations · Advanced

New Slack message
Is it a request?
Classify + size

Turn client Slack requests into a triaged queue

An n8n agent reads requests in shared client channels, classifies and sizes them, and files them in Airtable with an owner and due date.

Slack · n8n · Claude · Airtable

−4h/wk