CSM Review Notetaker
Success plans that stay alive after the meeting ends.
- Captures reviews and check-ins into goals
- Records commitments with owners
- Tracks follow-ups to completion
“summarize the Acme success review and update the success 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
“Show me my team's quota attainment vs target for this month, by rep, and highlight who's at risk”
Gives instant visibility without building another spreadsheet
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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