SDR Discovery Handoff Notetaker
The AE inherits context, not a cold lead.
- Captures qualification calls in structure
- Produces a clean handoff brief
- Records what was promised and by whom
“summarize this call into an AE handoff brief”
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
“Draft a personalised follow-up email for the Acme Corp deal after our demo call yesterday — focus on their inventory pain points”
Saves 20 minutes per email and keeps tone consistent
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
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Initial release.
6/15/2026
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