See It In Action
Some automation steps need a bit of training.
But most work instantly.
Click to expand

1
Claude Cowork
Build reusable skills for your workflow
Click to expand

2
Claude Connectors
Connect tools via MCP in settings
Click to expand

3
Simple Command
Type before the meeting, the rest follows
Click to expand

4
Skill Activation
Claude launches the prep skill
Click to expand

5
Progress Tracking
Works through each step in background
Click to expand

6
ICP Scorecard
Prospect analysis with 7 criteria
Watch video

7
Deep Client Search
Full analysis with talking points
Click to expand

8
Slack Notification
Auto-delivered brief (or use Zapier)
Click to expand

9
Fathom Call Bot
Action items and follow-ups from calls
Click to expand

10
Daily Scheduled Task Completed
Full meeting prep workflow completed automatically