The template agent
Your quote or client report, filled the same way on every job, checked before you send it.
What you will build
Claude fills your own quote or client report template, changing only the bracketed fields, and checks it the way you would before sending: no leftover brackets, every number traced to the job notes or your price list. You save it as a skill, prove it on a second job, fix the skill rather than the file, then make it lean enough to run on the cheaper model.
1 step · about 20 min
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The template agent
Who this is for
Owners who send quotes, proposals or monthly client reports and want every one to look the same and be right, whoever makes it.
What you need
A computer, a paid Claude plan and the email and calendar you use for work. Plan on about 20 min.
Never used Claude? Set up in 10 minutes