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Claude workflow

Log a meeting and send the recap with Claude

Paste your notes after a call and get the CRM note, the tasks and a recap email, all on the right records.

Oksana Tkachenko
Oksana T.
Writer

What does this workflow do?

Claude matches your notes to the meeting you just had, so everything lands on the right contact, company and deal. It proposes one activity note with decisions and open questions, a task for each commitment, and a short recap in your style. Nothing is written or sent until you confirm.

The prompt

Copy it into a chat with Lumenbase turned on. Fields in square brackets are yours to fill in.

Prompt
Use the Lumenbase connector.
Here are my notes from a meeting:
"""
[notes]
"""
1. Match the meeting with fetch_recent_meetings so the note lands on the right contact, company and deal.
2. Propose: one activity note (log_activity_note) with decisions and open questions, a task for each commitment we made with an owner and a due date (create_task), and a short recap email in my style (fetch_writing_style).
3. Show me all of it first. Write to the CRM and send the recap with send_email only after I confirm.

Run it as /meeting_follow_up in Claude.

Fields you can fill in

  • notes (required): Your notes or a pasted transcript from the meeting.

Tools it calls

In the order the prompt uses them.

  1. List recent meetings and who attended · Read

    List the meetings the user has just had (their own calendar events and recorded meetings, last 48 hours by default), with every attendee resolved to a CRM contact and company where one exists, or marked as an unmatched guest or a colleague.

  2. Log activity note · Write

    Log a note/activity on a contact, company, or deal timeline.

  3. Create task · Write

    Create a CRM to-do or reminder (follow-up, call prep, etc.).

  4. Read your learned writing style · Read

    Read the logged-in user's analyzed writing style for the current workspace, learned only from mail they sent in this workspace: core tone description, channel notes, and up to five real examples per channel (only examples the user may already see through the mail tools).

  5. Send email · Send

    Draft and send an email to a contact from the user's connected mailbox (Gmail, Outlook, or SMTP).

What to check before you approve

  • The note is on the right deal and the right company.
  • Every task has an owner and a realistic due date.
  • The recap promises only what was agreed in the meeting.

Common questions

Yes. The notes field takes long text, up to about 20,000 characters.

No. It shows the note, the tasks and the recap first, and writes them only after you confirm.

Sources and scope

The prompt and its tool list come from the Lumenbase MCP workflow catalog, the same list the connector serves.

Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Cursor is a trademark of Anysphere. Lumenbase is not affiliated with, sponsored by or endorsed by these companies.

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