Home · Business tools · Find everything you promised a customer before the call, across Outlook, Teams and SharePoint
Find everything you promised a customer before the call, across Outlook, Teams and SharePoint
The call is in ten minutes and the promises are scattered across email, Teams chats and a quote on SharePoint. Get a one-page brief with links.
The prompt · ChatGPT
Brief me on a customer before a call. If my data from this tool is available to you in this chat through a connected app, use it and tell me which records you used; if not, work only from the export or text I've pasted
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What you get (sample answer)
Where things stand: Hartley Joinery renewal call; last quote 4,800 accepted in principle, start week not locked. Promised: Tom (email 2 Sep) — revised programme by Friday; Sam (Teams 5 Sep) — site photos folder link. Outstanding: we still owe the programme; they owe worktop choice. Files: Quote-Hartley-v3.pdf on SharePoint /Customers/Hartley; site photos in Teams chat. Ask on the call: (1) preferred start week, (2) who signs off extras.
In Claude, add the Microsoft 365 connector and sign in with your work account (all Claude plans; one-time admin consent; personal @outlook.com accounts can't connect). In ChatGPT, connect the Outlook Email, Teams or…
No connector? Copy the last few emails and chat messages and paste them into any assistant.
Paste the prompt above with the customer's name.
Why it helps
You go into customer calls half-remembering what was agreed, then promise something different or miss what you said you'd send.
Tools
Paste the prompt, fill the blanks, copy the draft.
- ChatGPT — required. Works with the business tool named on this recipe. You stay in control of what gets sent.