After a call with a customerA summary, a to-do list, and a follow-up ready to send

Write what you talked about

Start a new chat (on a computer: the new chat button at the top of the side menu, called New chat or New; on a phone: the pencil icon at the top), or open your business project, if you have one from guide 2.

Important: on a computer, Enter alone sends the message. To go down a line, press Shift and Enter together. On a phone, the Enter key goes down a line. Sent it by mistake before you were done? No big deal: paste the rest in the next message.

In the message box, write everything you remember from the call, in no order: what the customer wants, dates, what you promised. Don't feel like typing? Tap the microphone next to the message box and talk, like in step 3. The first time, your phone or browser asks whether to allow the microphone: allow it (Allow).

Don't write a Social Security number, a credit card or sensitive customer details. A first name is enough.

Add the request

Go down a line under the notes (on a computer: Shift and Enter), copy this message and paste it:

These are my notes from a call with a customer (above). Make me: (1) A short summary of what we agreed on. (2) What I need to do, and by when. (3) A short, polite follow-up message to the customer that sums up what we agreed. Don't make up details I didn't write, and for anything missing, write "CHECK:". Plain text, no asterisks and no formatting.

After you tap "Copy": click inside Claude's message box and paste. On a phone: press and hold in the box, then tap "Paste". On a computer: Ctrl+V (on a Mac: Command+V).

Click the orange arrow (mark 2 in the screenshot).

Go over the "CHECK:" lines

Claude summarizes, writes what to do and by when, and marks "CHECK:" on anything missing or worth confirming (in the blue frame in the screenshot).

Claude writes the answer bit by bit. Wait until it finishes, then scroll down.

Go through each "CHECK:", and decide. Anything that needs to change, write to Claude underneath, like you would to a person, and it updates.

Send a follow-up

At the end of the answer there's a message to the customer (in the blue frame in the screenshot). Select it and copy it (on a phone: press and hold the text, then "Copy"). Or write to Claude "Just the message to the customer, with nothing before or after it", and then the first button on the left under the answer (an icon of two pages) copies it.

Paste it into a text or an email to the customer (press and hold in the message box, then "Paste").

Before you send: delete [name], including the brackets, and write the customer's name. And check that every date and price is right, and that the message sounds like you.