- Meeting in 60 min
- Perplexity research
- Claude writes brief
Build a pre-call brief for every discovery meeting
An hour before each discovery call, get a one-page brief on the account, the attendee and recent news, saved to Salesforce.
Real workflows with the tools, steps and prompts to copy them. Filter by what you use and how much time you have.
An hour before each discovery call, get a one-page brief on the account, the attendee and recent news, saved to Salesforce.
Each month, find posts whose search clicks dropped, research what changed with Perplexity, and get a Claude-written refresh brief for each one.
Zapier sends each new bank transaction to ChatGPT, which matches it to the right open invoice or bill in QuickBooks and flags anything unclear.
Turn one campaign brief into 20 Meta and Google ad variants, score each against your brand rules and limits, and queue the best for approval.
Pull every software receipt from Gmail into a sheet, match it to active users, and get a list of seats and tools you can cancel.
Claude Code reads your coverage report, picks the riskiest untested modules and writes unit tests that pass, one small PR at a time.
Spot order-status questions in the support inbox, look up the order in Shopify and reply with live tracking and an honest ETA.
Scrape competitor product pages every night with Apify, match them to your SKUs, and update Shopify prices within margin and change limits you set.
Descript transcribes each discovery call, Claude tags pains, requests and quotes, and Notion keeps a themes database the whole team can search.
Portal and website inquiries get a personal reply with listing details and viewing slots in minutes, and every lead lands in one Sheet.
Record a 30-minute customer call, transcribe it in Descript, and have Claude turn it into a structured case study draft in your Notion template.
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.
Every Monday, get a Slack summary of spend, CPA and ROAS by campaign, with week-over-week changes and anomalies flagged before standup.
A self-hosted n8n job reads your calendar, unread email and Notion tasks at 7am and sends one short brief of what matters today.
An n8n agent reads requests in shared client channels, classifies and sizes them, and files them in Airtable with an owner and due date.
A Slack agent answers enrollment and coursework questions from your Notion handbook, cites the page, and tags staff when it is unsure.