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VP BD Notetaker
Captures partner meetings and deal discussions into terms, commitments, and follow-ups.
- BD meetings captured cleanly
- Terms and commitments logged
- Action items tracked
MA
Marcus Moreno
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal prompts and what comes back
“summarize the partner 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.
External connections
Spreadsheet
CRM
ExtraDocs
ExtraSlackExtra
CRMExtraDocsExtraSlackExtraConnects to Google, CRM, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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