Use Claude Projects to provide detailed instructions and a Zapier MCP toolset to automatically update your CRM (like Coda or HubSpot) from meeting transcripts, saving you valuable time on manual data entry.
with Claire Vo
Use the Zapier MCP (Model Context Protocols) server to bundle actions from your key applications (e.g., Coda, Google Calendar, Slack) into a single, secure toolset that your AI model can access.
Create a new Claude Project to hold specific instructions for the AI. Instead of just context, this project will tell the model how and in what order to use the tools from your Zapier MCP to ensure reliable and accurate execution.
1. First, search the Coda document to see if a record for this contact already exists. 2. If a record is not found, use the internal lookup tool to find more information about the person. 3. Based on the meeting notes provided, create a new entry in Coda with fields for `Next Steps`, `Opportunity Details`, etc. 4. Populate the fields according to these specific definitions...After a meeting, get a transcript from a tool like Granola. In Claude, select your 'CRM Logging' project and paste in the transcript. The AI will follow your instructions and use the provided tools to automatically update your CRM.
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