Skip to content

Playbook · Marketing agency

Meeting follow-up for marketing agencies

Turn the notes from a client meeting, pasted into a form, into a recap the client receives and the actions as a task.

Use this templateBrowse the library

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
3
Client fills in
3
Accounts
3
Starts
From a form, within seconds

UsesBeta

Every step, in order

Branches show each arm; a step indented under one runs only on that arm. The words are the template’s own, and the client’s fields fill them in.

Why this workflow

What was agreed in a meeting exists only in memory and scribbles until someone writes it up, which is the job most often skipped. A recap sent the same day fixes the agreement in writing, and the actions in the task list give each one an owner.

  1. Starts whenA form is sent
  2. AgentWrite the recap
  3. EmailSend the recap
  4. App stepActions from the meeting with the lead

What each client fills in

AI model
The model the client’s key can use.
Business name
How messages sign off.
Task list ID
The ClickUp list the actions go into.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • platform.claude.com → Settings → API keys → Create key, in the workspace that bills this client.

  • In the client’s ClickUp: avatar → Settings → Apps → API Token → Generate.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Pick the client’s form that starts it
  2. Connect the client’s Anthropic, for “Write the recap”
  3. Connect the client’s Resend (email), for “Send the recap”
  4. Connect the client’s ClickUp, for “Actions from the meeting with the lead”
  5. Fill in AI model (The model the client’s key can use)
  6. Fill in Business name (How messages sign off)
  7. Fill in Task list ID (The ClickUp list the actions go into)

What it does not do

  • It starts from notes someone pastes into a form after the meeting. It does not fetch a recording or a transcript: no meeting or transcription app is in the catalog.

Related templates

Thrum is cooking.

Get early access and you’ll be among the first in. Early members get a launch perk.

Get early accessSee pricing