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Post-Call Tool

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Post-Call Tool

Convert meeting notes into ClickUp tasks, dates & client updates

1

Setup

2

Notes

3

Review

4

Done

Client & Team

Client

No Claude API key configured. Use Generate Prompt mode: copy the prompt, paste into claude.ai, then paste the JSON response back here.

Meeting Notes

Transcript or notes

Manual Processing

Step 1 — Copy this prompt and paste it into claude.ai

Step 2 — Paste Claude's JSON response here

Review & Confirm

Uncheck anything you don't want to create. Changes will become reminder tasks in ClickUp.

Tasks 0

Changes 0

Key Dates 0

Brain Updates 0

Each checked change will create a reminder task in ClickUp so nothing falls through the cracks.

These will be appended to the CLIENT OVERVIEW doc in ClickUp.

Done!