Prep calls, summarize and follow up, research accounts, review deals and pipeline, and write the forecast, using the CRM, email, calendar and chat tools your team already uses, or uploaded files. Updates records, drafts or sends email, posts to chat and books meetings when you ask.
Check that your Claude client is supported and that you installed the plugin in the workspace or project you have open. In Claude Code, run /reload-plugins or reopen the session.
