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Claude workflow

Plan who to meet at an industry event with Claude

See which of your contacts are going to upcoming events, and plan the meetings worth booking.

Oksana Tkachenko
Oksana T.
Writer

What does this workflow do?

Claude reads the contacts that matter at events in the next 60 days and orders them: open deals first, then past clients, then warm leads. It suggests who to meet and why, and after you confirm it creates a list per event and a task to reach out two weeks before each one.

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. Call fetch_event_contacts with days_ahead 60.
2. For each event, list the contacts who matter most: open deals first (fetch_deals), then past clients, then warm leads.
3. Suggest who to book a meeting with and why.
4. After I confirm, create a list per event (create_list, add_to_list) and a task to reach out to each person two weeks before the event (create_task).

Run it as /event_prospecting in Claude.

Fields you can fill in

  • days_ahead (optional): How far ahead to look. Default 60 days.

Tools it calls

In the order the prompt uses them.

  1. Find contacts that matter at industry events · Read

    Find which of the user's contacts matter at upcoming industry events (Roadshows), in two lists. "At the event": contacts who speak there or work at a sponsor or exhibitor, from anywhere. "Worth inviting": contacts within 50 km whose company is in the event's industry and who had a conversation, open deal, open task, sequence or Routine in the last 6 months.

  2. List deals · Read

    Fetch deals from the CRM with optional filters.

  3. Create list · Write

    Create a new contact list (segment).

  4. Add contact to list · Write

    Add one or more contacts to a list.

  5. Create task · Write

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

What to check before you approve

  • The people listed are really attending or exhibiting.
  • Open deals are at the top of each event's list.
  • Outreach tasks land two weeks before the event, not after.

Common questions

Upcoming industry events in the Lumenbase events data where your contacts speak, sponsor or exhibit, or that are close and in their industry.

Yes. Set days_ahead, for example to 120.

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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