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Turn a client meeting into next-best-action follow-up for a financial advisor — no drafting required. Given a meeting (via Zocks, Wealthbox, or a pasted transcript), finds the right household, drafts a CRM note plus the action items and opportunities it heard, shows them all in one batch for approval, then writes what's approved and offers to file the record in Drive. Triggers on "log the meeting", "log my meeting with [client]", "meeting follow-up", "post meeting", "/post-meeting", or "follow u
Dosyalar1 dosya
SKILL.md89 satır
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Kurulum
ÖnerilenTek komut — ajanınız otomatik olarak devreye alır.
Kurulum komutunu görmek için yukarıdan bir AI aracı seçin.
veya
Manuel Kurulum
Daha fazla adımDosyayı indirin ve ajanınızın sistem istemine yapıştırın.
Skill detayları
Versiyonv1.0.0
YazarAnthropic
Kategoriwriting
Skill IDanthropics/claude-for-financial-advisors/skills/post-meeting
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