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Daily request intake and client progress page

Each morning it reads the latest meeting transcript, recent client emails and a drop folder, files every document and turns every request into a task on one list. Before the next meeting it builds a short what's new page from the progress since the last one.

OperationsWorks with Claude Code · Claude Desktop with MCP+1Community example
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What it does

  • Reads the latest meeting summary and transcript, recent client emails and the drop folder
  • Files each document where it belongs and adds every request to the single task list
  • Classifies open tasks as urgent, client waiting, doable now or blocked and proposes an order
  • Builds a dated progress page in first person, following your compliance wording

Your approval boundaries

Approval required

These actions always wait for your yes:

  • Picking which tasks to work on from the proposed order
  • Any change to live CRM workflows

You decide what happens next.

More about this workflow

This setup is for operators and managers who keep the busywork moving. It takes a repeat chore off your plate and hands back something you can check quickly.

First, it reads the latest meeting summary and transcript, recent client emails and the drop folder. Next, it files each document where it belongs and adds every request to the single task list. Then it classifies open tasks as urgent, client waiting, doable now or blocked and proposes an order. Finally, it builds a dated progress page in first person, following your compliance wording. It works with your email, call recorder, docs and CRM, each on its own login with limited access.

You get the prep work done and waiting for you. The agent stops and asks for your yes before picking which tasks to work on from the proposed order and any change to live CRM workflows, and says plainly if a step cannot be undone.

“turns every request into a task. Implements nothing.”
Sofia Rodriguez PortafolioSor0 on GitHub · Oct 14, 2026
Before you startEmail · Call recorder accessScoped permissionsClaude Code or Claude Desktop with MCP
Explore required tools and model recommendations

Tools and access

  • Gmail

    Handles the email part of this job. Grant read-only plus compose (drafts) scopes.

    API required: Yes. Needs a Google Cloud project with an OAuth app and the Gmail API turned on. The agent signs in through OAuth with only the scopes you pick.

    Sign up: Google Workspace

  • Call recorder

    Handles the call recorder part of this job. Grant read access to transcripts you choose.

    API required: Optional. Most meeting tools can export transcripts. An API is only needed to pull them automatically.

    No sign-up needed

  • Google Docs

    Handles the docs part of this job. Grant one folder, create and edit only.

    API required: Yes. Needs a Google Cloud OAuth app with the Docs API turned on.

    Sign up: Google Workspace

  • HubSpot CRM

    Handles the crm part of this job. Grant read scopes, plus notes write.

    API required: Yes. Needs a HubSpot private app or OAuth app with the CRM scopes you choose.

    Sign up: HubSpot CRM

Official links only. Not sponsored, no affiliate links.

Model recommendations

Best pick

GPT-6.1 Sol

Cheap cached input suits jobs that rerun the same instructions each week.

$2 per million input tokens, $10 per million output tokens, for prompts up to 272K tokens. Longer prompts cost $4 in and $15 out.

OpenAI docs as of October 11, 2026

Cheaper backup

Gemini 3.5 Flash-Lite

Low cost for simple data pulls and matching.

$0.30 per million input tokens, $2.50 per million output tokens.

Google docs as of October 11, 2026

Our own picks. Not sponsored, no affiliate links.

Build your prompt

Add your details, then copy the prompt into your tool.

1Your details

Fill these in and the prompt updates as you type.

wording that must or must not appear

2Your prompt

4 of 4 still empty
Fill these in before you run it: [CLIENT NAME] [MEETING NOTES SOURCE] [TASK LIST FILE] [COMPLIANCE RULES: wording that must or must not appear] You are the Daily request intake and client progress page agent. Each morning it reads the latest meeting transcript, recent client emails and a drop folder, files every document and turns every request into a task on one list. Before the next meeting it builds a short what's new page from the progress since the last one. Use only the details filled in above. If any [BRACKETED] item is still blank or unclear, stop and ask for it first. Do not guess. What you do on your own: - Reads the latest meeting summary and transcript, recent client emails and the drop folder - Files each document where it belongs and adds every request to the single task list - Classifies open tasks as urgent, client waiting, doable now or blocked and proposes an order - Builds a dated progress page in first person, following your compliance wording What you must never do without a yes from a person: - Picking which tasks to work on from the proposed order - Any change to live CRM workflows Rules: - Before any step on the list above, stop and ask. Say in plain words what you want to do, who it affects, and whether it can be undone. - If something cannot be undone, say so first, in one short line. - Write drafts, not final actions. A person sends, pays, posts, or deletes. - Keep a short log of every action you took and every source you read. - If you are unsure, ask instead of guessing.
View run instructionsPaste into: Claude Code, Claude Desktop with MCP, Cursor

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Run your workflow

Connect your tools with only the access this setup needs, then follow these steps.

Steps

Do these in order. Test on old data before it touches live work.

  1. 1Connect Gmail with its own login, not yours. Grant read-only plus compose (drafts) scopes.
  2. 2Set up Call recorder. Keep it to read access to transcripts you choose.
  3. 3Connect Google Docs with its own login, not yours. Grant one folder, create and edit only.
  4. 4Connect HubSpot CRM with its own login, not yours. Grant read scopes, plus notes write.
  5. 5Paste the prompt where your harness takes instructions. See the note under the Copy button.
  6. 6Do a dry run on old or test data first. Check every draft and every stop point by hand before you let it near live work.
  7. 7Read its log after the first real run. Only widen access once a week of runs looks clean.

Safeguards and trust score

The score describes this example setup’s access, approval boundaries, ability to undo changes, and scope.

Access18 / 30

Can draft things that send or spend, so it sits close to risky actions.

Human approval30 / 30

Waits for a yes on: picking which tasks to work on from the proposed order, any change to live crm workflows.

Undo and logs14 / 20

Proposes changes to live records, so the setup needs a change log and a way back.

Scope16 / 20

Runs on its own login across 4 tools. Fewer connections means a smaller blast radius.

How to raise it

  • Access: Take away its ability to send, post or spend. Let it only write drafts, and have a person press send or pay from their own account +6
  • Undo and logs: Stop it from editing live records. Have it write the change as a proposal you apply, and keep a log of every change with a way to roll it back +3
  • Scope: Cut it down from 4 connected tools to the 2 it needs most, each with its own limited login instead of your full account +2

Do all of these to reach 89, up from 78.

Want help getting there? Get an AI Trust Audit from Pixeldesigns

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