Create a Play for discovery calls
Describe the routine in your connected Claude session.
- ClaudeDescribeInputs, result, boundaries
- GrowthBricksDraftOpen the saved link
- ReviewerReviewCheck and activate
- ClaudeRun onceTry one real example
Activation makes the Play available. You launch the task in Claude.
For example:
Ask Claude
Create a GrowthBricks Play called Discovery call prep. Check for a suitable existing Play first.
I'll give you a company, meeting date and attendees. Return a one-page brief with what we know about the customer, with sources, open promises, three discovery questions and a next step. Mark unknowns.
Run only when asked. Do not change the CRM, send messages or measure sales outcomes. Ask about missing details, then save a draft and give me its link.
Review, then try it
Open the draft link. Check You give it, You get and It can touch. Ask Claude to correct anything that does not fit.
Someone with Reviews knowledge permission chooses Activate or Activate v…. Then use Run in your agent, paste into Claude and supply one real meeting. Check the brief in Runs before sharing the Play with colleagues.