All workflows

Claude workflow

Record a contact's job change with Claude

Move a contact to their new company without losing the history, and remember to congratulate them.

Oksana Tkachenko
Oksana T.
Writer

What does this workflow do?

When someone you know moves jobs, the relationship moves with them. Claude finds the contact, shows what it will record from your evidence: new employer, title and start date, and asks for anything the evidence does not say. After you confirm, it records the change and adds a task to congratulate them within a week.

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 [contact] with fetch_contacts.
2. Here is the evidence of the job change: [evidence]
3. Show me what record_job_change will write: new employer, title and start date. Ask me for anything the evidence does not say.
4. After I confirm, call record_job_change and create a task to congratulate them within a week (create_task).

Run it as /track_job_changes in Claude.

Fields you can fill in

  • contact (required): The person who changed jobs.
  • evidence (required): Where you saw it, such as a LinkedIn post or an email signature.

Tools it calls

In the order the prompt uses them.

  1. List contacts · Read

    Fetch contacts from the CRM with optional filters.

  2. Record job change · Delete

    Record that a contact moved to a different company.

  3. Create task · Write

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

What to check before you approve

  • The evidence really says they moved.
  • The new company is the right one, not a namesake.
  • Title and start date match the evidence.

Common questions

Anything you saw: a LinkedIn post, a new email signature or a message from them.

Yes. The contact moves to the new company, and the old one stays in their employment history.

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.

Keep exploring

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

Try the full workspace free for 30 days. No credit card required.