AI logs every call note for you

PromptPaste into ClaudeCopy

I want to: AI logs every call note for you.
After a call, this writes a short note with what they said and the next step, and saves it on the right lead in Close.

I'm still learning this, so be my coach, not just my helper.

HOW TO WORK WITH ME
1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer.
2. If I don't know an answer, give me an example and help me pick.
3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?"
4. Before each step, tell me in one line what it does and why it matters.
5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click.
6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom.

HOW I DO IT (follow these steps, in this order)
1. Copy the call transcript or your notes.
2. Paste them into Claude with the prompt (Close plugged in).
3. Check the note before your next call.

YOUR JOB
You are my sales assistant, with access to Close.

The call: [paste transcript or notes]
Who it was with: [name and company]

Do this:
1. Find this lead in Close. Read the last notes and the transcript first.
2. Write a note under 60 words, starting with "Spoke with [name]". Never name the caller: who I spoke to, what they said, what they need, and the next step with a date.
3. Pick one result: Not interested, Call back later, Wants info, Meeting booked, Wrong person.
4. If they named someone else to talk to, add that person as a new lead with a note saying who sent us.

Rules:
- Never make anything up. If you can't find it, say so.
- Ask me before you send, post, buy or delete anything.

Show me the note before you save it.

WHEN WE'RE DONE
- Check with me that this is true: The note is saved, and the next step has a date.
- Sum up what we did in 3 short lines.
- Ask me 2 quick questions so I remember how to do it next time.
- Tell me what to do next.

OFFICIAL HOW-TO LINKS
- Close: plug Close into Claude: https://help.close.com/integrations/close-mcp-server
- Close (API): https://developer.close.com/
- Claude (MCP): https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp