Prepare for a customer call
Open Plays → Call brief, choose Run in your agent, and paste the prompt into Claude. Add your meeting details:
You provideCompany + meetingDate and attendees
PlayCall brief
Example result structureMeeting brief
- Account history
- Open promises
- Discovery questions
Ask Claude
Prepare me for a call with [company] on [date]. We expect [names and roles]. Show open promises, unanswered questions and one useful next step. Flag anything you cannot verify.
Open the saved brief from Claude's link or Runs. Check the company, commitments and sources before the meeting.
A connected CRM adds customer history. If information is missing, the brief should say so. Call brief does not change CRM records.