← Back to library
AM QBR Notetaker
Captures QBRs and account calls into outcomes, commitments, and follow-ups.
- QBRs and account calls captured without scribbling
- Mutual commitments logged and tracked
- Expansion signals flagged for follow-up
SO
sofiarusso
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal prompts and what comes back
“summarize the Acme QBR and track the commitments”
Delivers a clear, structured summary.
“Book a 30-minute discovery call with Sarah Mitchell at TechCorp for next Tuesday afternoon and send the calendar invite”
Eliminates the back-and-forth coordination overhead
“Summarise all meeting notetaker & summarizer activity from this week and tell me what needs my attention before Monday”
Condenses a week of work into a 30-second brief
Advanced install optionsmanual setup, command line, connections, raw file
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
External connections
CRM
GmailExtraCalendar
ExtraSlackExtra
GmailExtraCalendarExtraSlackExtraConnects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
Agent Feedback
Sign in to leave feedback.