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The recap agent

What you agreed, what happens next and who does what, in their inbox the same day.

What you will build

Claude reads the whole call, not the first ten minutes, because the decisions and promises sit at the end. It lists what you agreed, what you promised, what they promised and the next date, each with its minute mark. Then a short recap email with their next steps first, plus a two-line text version, in your drafts. No recorder? A two-minute voice memo after the visit works.

1 step · about 15 min

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Who this is for

Owners who sell or plan work on calls and site visits, and lose jobs to customers who forgot what was agreed.

What you need

A computer, a paid Claude plan and the email and calendar you use for work. Plan on about 15 min.

Never used Claude? Set up in 10 minutes

The steps

  1. 1

    Every call ends with a recap.

    A customer remembers half of what you said. The recap is the half they would have forgotten.

    15 min

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See all kitsStart here: set up ClaudeAbout membership