Marketing Director Notetaker
Program reviews that end with owners, not just discussion.
- Captures program reviews and agency calls
- Extracts decisions, owners, and deadlines
- Tracks follow-ups so they actually close
“summarize the agency call and track the actions”
Delivers a clear, structured summary.
“Build a go-to-market brief for the new inventory module launch — target audience, key messages, and channel plan”
Structures GTM thinking into a shareable doc immediately
“Write three LinkedIn post variations for our Q3 product launch — punchy, under 200 words each, targeting operations leaders”
Cuts content drafting time from an hour to minutes
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.
CRM
ExtraSpreadsheet
ExtraSocial media
ExtraSlackExtraVersion history
Initial release.
6/15/2026
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