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Corp Dev Meeting Notetaker

Captures deal meetings into terms discussed, commitments, and follow-ups so deals progress.

  • Deal meetings captured cleanly
  • Terms and commitments logged
  • Open items tracked
JO
Jordan Ortiz
Published this agent
Estimated time savings, hours a month
0814
8 hours as installed
14 hours after connecting your apps
people loved it
v1.0
How you'll use itreal prompts and what comes back

“summarize the deal meeting and track commitments”

Delivers a clear, structured summary.

“Research the top 5 potential distribution partners in Southeast Asia for our enterprise software — company size, market reach, and strategic fit”

Partner target list that would normally take a week to compile

“Build a market entry plan for launching in Canada — TAM, regulatory considerations, localisation needs, and 12-month milestones”

Expansion framework ready for the executive team

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.

Download .md

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.

External connections
SpreadsheetCRMExtraDocsExtraSlackExtra
Connects to Google, CRM, Google, Slackv1.0 · Updated Jun 26

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Version history
v1.0

Initial release.

6/15/2026