Turn call notes into next steps
Open Plays → After the call and paste its run prompt into Claude with your notes:
You provideCall notesCompany and date
PlayAfter the call
Example result structureFollow-through
- Promises and owners
- Next step and date
- Follow-up draft
Ask Claude
The call with [company] was on [date]. Pull out promises from each side, unanswered questions, and the next step with an owner and date. Draft a follow-up if needed.
Claude may ask to save the notes as a team source. Check dates and commitments against what was actually said before sending any message.
CRM proposals wait under Connections or at Claude's approval link. Knowledge suggestions are reviewed separately through What we know → Review.