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Claude workflow

Prepare for a client meeting with Claude

A one-page brief before a call: the people, the account, the open threads and three questions worth asking.

Mariana Costa
Mariana C.
Writer

What does this workflow do?

Claude finds the meeting, reads each attendee's record, their company, open deals, recent activity and email, and checks who else you know there. The brief cites where each point comes from and says clearly when something is missing.

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.
1. Find the meeting with fetch_upcoming_meetings and take the next one.
2. For each attendee and their company, read the CRM record, open deals, the last ten activities and recent email (fetch_contacts, fetch_companies, fetch_deals, fetch_activities, fetch_mail_conversations).
3. Check fetch_linkedin_intro_paths for anyone else at the company we know.
4. Write a brief: who they are, what we last discussed, open commitments on both sides, the deal and its stage, and three questions worth asking.
Cite the activity or email each point comes from. Say clearly when something is missing instead of guessing. Do not change any records.

Run it as /meeting_prep in Claude.

Fields you can fill in

  • meeting (optional): Company or person you are meeting. Leave empty for your next meeting.

Tools it calls

In the order the prompt uses them.

  1. List upcoming meetings · Read

    List upcoming calendar meetings synced to the CRM.

  2. List contacts · Read

    Fetch contacts from the CRM with optional filters.

  3. List companies · Read

    Fetch companies from the CRM with optional filters.

  4. List deals · Read

    Fetch deals from the CRM with optional filters.

  5. List activities · Read

    Fetch activities from the CRM with optional filters.

  6. List email conversations · Read

    List CRM-linked email conversations from the user's synced mailbox.

  7. Find LinkedIn warm intro paths · Read

    Find which teammates can provide a warm LinkedIn intro to a contact, or list intro paths for contacts at a company.

What to check before you approve

  • The attendees and the company match the meeting you mean.
  • Each point in the brief has a source you recognise.
  • Open commitments on both sides are complete.

Common questions

Your next one, unless you name a company or person in the meeting field.

Claude says what is missing instead of guessing. Pair it with the account research workflow for public information.

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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Claude workflows for client salesLumenbase for ClaudeIs it safe to connect Claude to your CRM?

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