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A prospect asks you to “send over a recap of what we discussed.” Writing an accurate one means you either took perfect notes during the call or you reconstruct it from memory and get a detail wrong. Connect Claude to Klipy and it drafts the recap from the transcript, and surfaces the next steps the meeting left behind.

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Example prompt

Copy this into Claude once it is connected to Klipy:

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What happens

1

Claude finds and reads the meeting

Claude calls list_meetings to locate the recording, then get_meeting_transcript to read the full transcript and participant summary.
2

It surfaces the next steps

Claude calls list_agent_suggestions to see the next-step actions Klipy already proposed from the meeting — so the recap reflects what Klipy captured, not just a re-read of the transcript.
3

It drafts the recap email

Claude calls draft_email_message to prepare a structured recap for review. Nothing sends at this step — the draft waits in Klipy.
4

You review and send

Read the recap, adjust anything, then approve it through Klipy’s gated send handshake. It sends only when you confirm.
Tokens are consumed only when you accept the send. Reading the meeting and preparing the draft cost nothing.

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Good to know

  • Recaps come from recorded meetings. get_meeting_transcript needs a recording with a transcript. If the notetaker did not record the call, there is no transcript to summarize. See Meeting notetaker.
  • Sending the recap needs a connected email account. draft_email_message requires a connected mailbox and a recipient who already exists as a CRM contact. Without a mailbox it returns a blocked status with guidance.
  • Suggestions are Klipy’s proposals, not applied changes. list_agent_suggestions shows pending next-step actions; applying one is a separate, explicit accept step. See CRM updates.

Follow-up emails

Draft a shorter, momentum-keeping follow-up from the same call.

CRM updates

Accept the next steps so your CRM reflects the meeting.

Tool reference

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