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The best follow-up window is the few minutes right after a call — while the conversation is still specific. That is exactly when you are onto the next thing, and the follow-up gets pushed to “later,” where it turns generic. Connect Claude to Klipy and it drafts the follow-up from what was actually said, ready for you to review and send.

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Example prompt

Copy this into Claude once it is connected to Klipy:

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What happens

1

Claude reads the meeting

Claude calls get_meeting_transcript to read the transcript and the meeting’s participant summary, so the follow-up is built on the real conversation — not your memory of it.
2

It checks the wider history

Claude calls search_interactions to pull related email and meeting context for the same contact, so the draft picks up threads from before this one call.
3

It prepares a draft

Claude calls draft_email_message to create a suggested email. This does not send anything — the draft waits in Klipy for your review.
4

You review and send

Open the draft, edit anything you want, then approve it through Klipy’s gated send handshake. Sending only happens when you confirm.
Tokens are consumed only when you accept the send — reading the transcript and preparing the draft are free.

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Good to know

  • A connected email account is required. draft_email_message needs a mailbox connected to Klipy. Without one, it returns a blocked status with guidance instead of a draft. Connect email and calendar first.
  • The recipient must already be a contact. The first to address has to match an existing CRM contact. If the person from the call is not in your CRM yet, add them first.
  • Transcripts come from recorded meetings. If the call was not recorded by Klipy’s notetaker, there is no transcript to ground the draft — Claude can still work from email history via search_interactions.

Meeting recaps

Turn the same meeting into a structured recap and next steps.

Cold deal outreach

Re-engage deals that went quiet, one personal note at a time.

Tool reference

Every tool Claude can call, grouped by scope.
Last modified on July 30, 2026