Build a fully automated system in Claude to generate personalized, interactive HTML proposals and client onboarding materials, saving hours on administrative work and creating a high-touch experience.
Source episode
Grace Clarke's Claude Workflows for Business Automation and Rebuilding Gmailwith Claire Vo
Anthropic AI assistant
Step by step
Follow the sequence once, then adapt the prompts, checks, and handoffs to your own setup.
3 steps
Instead of writing a perfect prompt, start a conversation with Claude using the mobile app. Describe your problem, your current process, and your desired outcome in a 2-3 minute voice note. Let Claude ask questions and co-create the solution.
Create two core documents for Claude. The proposal_maker file outlines the rules, structure, and steps for creating proposals. The voice_guide is a 'think like me' document containing your communication philosophy and a list of words/phrases to avoid.
I think I need a guide that will make everything more like me.
Constantly update your 'voice_guide' by adding examples of AI-generated text or phrases you dislike to refine the output over time.
Configure the workflow to automatically generate multiple assets for each new client based on your skill files. This includes an interactive, password-protected HTML proposal (hosted on Netlify), automated pre-work materials, and a custom-branded pre-session questionnaire.
Use this automated process as a 'wow' moment for new clients, showcasing the power of AI from the first interaction.
Turn an idea into a PRD, user stories, and a plan.
Keep building
Log your workouts effortlessly without ever opening a spreadsheet. This workflow uses the Claude mobile app to parse a simple voice note and automatically update your workout tracking spreadsheet in the background.
Create a custom email management interface within Claude to read, triage, and draft replies without opening the Gmail tab. This workflow helps you reclaim focus and compound your learnings by training your AI on every interaction.
Use ChatGPT's multi-modal capabilities to automatically edit user-generated content (UGC) style videos. The AI can transcribe clips, select the best takes, assemble a narrative, and redact sensitive on-screen information.
Join 100,000+ product managers who use ChatPRD to write better docs, align teams faster, and build products users love.