Pull Meeting Decisions into Your Next Client Reply (Claude Cowork Self-Install Kit)

Send the follow-up while the call is still warm, not the next morning.

You leave every call knowing what you agreed to, but writing it up means re-listening to forty minutes of recording to find the two things that mattered. So the follow-up slips to tomorrow, and the action items from three calls this week are still living in your head.

The leak isn't your memory. It's that the decisions are buried in a recording nobody has time to scrub, so the record of what you promised only exists until you get distracted.

What this kit does

The kit connects Fathom to Claude so you can ask what you decided in yesterday's call and what you committed to. Claude reads the transcript, lists the decisions, and names the action items with owners attached. The twenty minutes you'd spend reconstructing notes before a follow-up becomes about two.

What you can expect

You recover 1.5 to 3 hours a week you'd have spent rebuilding call notes and digging out action items. Follow-ups go out the same day instead of the next morning, and missed commitments drop to near-zero because nothing has to survive in your head to get written down.

Who it's for

Built for solopreneurs, coaches and consultants, agencies, and local service owners who run client calls and owe a reply after every one. This is a self-install kit you run yourself with your own AI agent, built for Claude Cowork first.

What's included

Skip building from scratch. No coding. You get the complete kit your own AI agent reads, sets up, and runs for you, step by step:

• A Start Here guide, so you know exactly what to open first
• The agent install instructions, the part that lets your own AI agent stand the workflow up for you
• A guided setup that interviews you about your business, so the workflow fits how you actually work
• Workflow Briefing: the plan, the inputs, and what done looks like
• Task List your agent follows to build it
• MCP Connection Guide for the tools involved
• Tool Setup notes for accounts, keys, and permissions
• Prompt Library, including the ready-to-run prompt for this workflow
• Troubleshooting and maintenance guide for the common snags
• A Next Steps and Roadmap, so you know what to automate next once this one is running
• A Run Guide you keep, so you can run it any time with no setup again

It's a small kit that earns its keep on repetition. You already pay for the recordings; this is the part that makes them answer a question. One recovered commitment to a client covers it several times over.

What you'll need (not included)

The kit is the workflow, the prompts, and the setup guide. It does not include the tool subscriptions it runs on. You'll need your own Claude with Cowork account and a Fathom account with your calls recorded. Those are billed by the tools themselves, not by us.

You'll also need your Claude account on Cowork's Pro plan or higher, so your agent can connect your tools and use the most capable model while it installs the workflow.

Not on Claude? The kit is plain files that describe what to achieve rather than which buttons to press, so a capable AI agent on another platform, like ChatGPT Work, can follow the same steps. If anything doesn't map to your setup, email support and we'll get you working.

How to install this kit

Connect Fathom at claude.com/connectors and authorize access to your recordings. Open the kit in Claude Cowork and run the included prompt against your last call. Step-by-step instructions ship inside every kit, so you're never guessing. See How Self-Install Kits Work for the full walkthrough.

Install once, not every month

If you've been pricing meeting notes software, this is the install-it-once alternative. You set it up yourself with your own AI agent and keep it, with no monthly seat. Add it to your cart, open it in Claude Cowork, and pull the decisions out of yesterday's call today.