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Free guide · Meetings and paperwork · By Marc Kleinmann · Added Oct 26, 2026

Meeting follow-up, done for you.

Turn a transcript into a checkable inventory, then a CRM draft, a team recap and an attendee email. You approve the evidence and the final drafts.

READ · ~11 MINLEVEL · INTERMEDIATEGUIDE · 05

01 ·Context

The meeting is the easy part. The follow-through is the fifteen minutes that always slips.

The meeting ends and the follow-through is the part that slips. Someone has to update the CRM, tell the rest of the team what got decided, and email the people who were there with next steps. It is fifteen minutes of work that is easy to skip when the next call starts in three. So it gets skipped, and a week later nobody remembers who owns what.

This is the build that does the follow-through for you. A meeting gets recorded and the recorder produces a verbatim transcript. That transcript, and nothing else, becomes a numbered inventory: every ask, every quantity, every deadline, every format, constraint and objection, each line carrying the person's own words and the point in the call where they said them. It stops there and shows you the list. You correct anything it got wrong and you approve. Only then does the approved list draft the three things: the update to your CRM, a recap for your team's Slack, and an email to the attendees.

Free

That's the first part. The rest of this guide is free too.

Sign up once with your email. This guide opens, and so does every other guide, Set Up Claude included.

  1. Six steps, with approval before anything goes out.
  2. How it starts running, and what you connect once.
  3. Three calls you make when you build one.
  4. The brief, and the template it renders from.
  5. The four that catch everyone.
  6. One meeting's follow-through saves fifteen minutes. The pattern is bigger.
  7. Before you call it done.
  8. Bring your own work.

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