Extract action items from a customer call

Setup

1. 01

   Open Claude Cowork where the source material already lives

   Use the account, repo, or folder that has the real files. If you cannot see them, stop.

2. 02

   Paste the prompt and name the exact input

   What we promised, by when. Separate their requests we did not accept.

3. 03

   Check three facts against the source

   A wrong date, amount, or name means the draft is not ready.

4. 04

   Keep the stop rule

   Do not email the customer.

Metrics

These are editorial labels so you can compare playbooks. They are not measurements.

Hands-on time

Twenty minutes

You still approve

Do not email the customer.

Questions