Partner QBR Notetaker
Joint plans that stay current after every QBR.
- Captures partner QBRs and co-sell calls
- Records mutual commitments with owners
- Updates the joint plan after each meeting
“summarize the partner QBR and update the joint plan”
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
“Pull up the Meeting Notetaker & Summarizer pipeline for this quarter and flag any deals that have gone silent for more than 10 days”
Surfaces at-risk deals before they slip past quarter-end
Advanced install optionsmanual setup, command line, connections, raw file
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.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
GmailExtraCalendar
ExtraSlackExtraVersion history
Initial release.
6/15/2026
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