End-of-day workflow: paste your scribbled notes from each session, agent returns clean SOAP-format notes ready to copy into Cliniko/Halaxy/PowerDiary.

0.0(0)

Copy

Claude

#business

Lapsed-client recall agent

Pulls clients who haven't booked in X weeks, segments by reason, drafts the right recall message for each (gentle for grief, direct for routine).

Build a Notion client onboarding workflow template

Inside Notion AI, builds a reusable client onboarding template with header callout, day-by-day task database, welcome email, kickoff agenda, asset checklist, internal checklist, and a debrief reflection.

Search my whole Notion workspace for everything related to a client

A Notion AI agent that scans your whole workspace for a client and returns a pre-meeting prep brief with snapshot, open commitments, last 5 interactions, signals, and three things to lead with.

Build a customer knowledge base FAQ from saved comms

A Notion AI agent that reads your saved customer comms and produces a frequency-ranked public FAQ with tags, plus three product / onboarding improvements that would prevent the same questions in future.

Monitor my brand mentions on X without checking manually

A weekly brand-mention sweep on X through Grok. Buckets mentions by type, drafts the replies worth sending, flags the one to skip, and surfaces patterns.

Refund denial agent (firm, fair, AU Consumer Law aware)

A 5-step refund denial workflow: a Consumer Law sanity check, the decline reply, a tone pass, the escalation message, and the policy lesson - all on one page.

Difficult parent conversation reply agent

A 5-step workflow for replying to a pointed parent message: read the subtext, triage the type, draft the reply, leave the door open, log the note.

In-person complaint recovery agent (right then + follow-up + internal fix)

A 5-step in-person complaint workflow: the response in the moment, the next-day follow-up, the internal fix, the pre-drafted review response, and the personal lesson.

Chronic no-show client policy escalation agent

A 5-step chronic no-show escalation: decision check, the message, the internal record, the team brief, and the pushback reply - the whole boundary conversation, drafted in one go.

Refund-or-replace decision agent

A 5-step refund workflow that checks AU Consumer Law, picks the right remedy, drafts the reply, lists the internal action, and flags the pattern if there is one.

Negative review response agent (personal services)

A 5-output negative review pack: severity check, public response, private outreach, internal fix, and the website FAQ tweak that pre-empts the next one.

Refund approval reply that keeps the customer

A refund approval that confirms in line 1, acknowledges the specific issue, lays out the process, and (optionally) keeps the door open for next time. Doesn't use the "we apologise for any inconvenience" line.

Refund denial reply with a real alternative

A refund denial that's firm but human — explains the policy in plain English, references Australian Consumer Law where relevant, and offers a genuine alternative instead of a dead-end no.

Carrier delay update — proactive group email

A proactive batch email when a carrier delay hits — tells customers before they ask, explains in plain English, gives a revised ETA + tracking link + apology offer. Beats the inbox flood.

Single-customer shipping apology with a revised ETA

A one-customer shipping reply that gives the real location, the real reason, and a revised ETA they can plan around. Includes a workaround if the order was time-sensitive.

Write a sales-to-CSM handoff

Drafts a structured sales-to-CSM handoff document so customers don't repeat themselves.

Cancellation + no-show recovery agent

When a client cancels late or no-shows, this agent decides whether to charge, drafts the right reply, schedules the reschedule.

Workflow: support ticket triage + draft-reply system

Multi-step workflow that classifies, prioritises, and drafts replies for incoming support tickets.

Workflow: customer success daily briefing

Generates a daily briefing for CSMs covering at-risk accounts, expansion signals, and tasks.

Workflow: NPS detractor follow-up

Routes NPS detractors to the right human within 24h with a personalised outreach.

Medicare / private health rebate agent

Helps explain to a client what their rebate will be (Medicare CDM, MHCP, private health), confirms eligibility, drafts the receipt + claim instructions.

Subjective wellbeing check-in agent (between sessions)

For psych or coaching practices: an automated weekly between-session check-in that surfaces drift before the next session, decides when to escalate.

Write a 'we're raising prices' email

Drafts a transparent price-increase email to existing customers that retains trust.

Write a customer success email

Drafts a customer success email that drives adoption and surfaces expansion or risk.

Goal-review session progress note

Structured note for a session focused on reviewing client goals (typically every 4-8 sessions). Captures what's changed and what's next.

Telehealth session reminder + tech check

Sent the morning of a telehealth session. Confirms time, includes the link, and a 1-line tech check.

Faulty product apology + replacement reply

A specific apology for a genuinely faulty product. Names the fault back, offers a clear next step, and keeps the customer.

Lost-in-transit reply with clear next steps

Reply when a parcel never arrived and tracking has stalled. Acknowledges, lays out the plan, offers an interim solution, and commits to a follow-up date.

Workflow: customer-facing FAQ generator

Generates a customer-facing FAQ from real support tickets + sales objections.

Build an NPS survey + follow-up program

Designs an NPS program with survey, segmentation, and follow-up actions per response.

Build a chargeback dispute response

Drafts a structured chargeback dispute response with evidence and policies.

Build a customer council run-of-show

Plans the agenda and facilitation for a customer council meeting.

Workflow: cancellation save flow

When a user clicks cancel, runs a multi-step save flow with reason-specific responses.

Workflow: customer success quarterly business review

Generates the QBR for each strategic customer with metrics, value delivered, and next steps.

Workflow: monthly NPS run

Runs a monthly NPS survey + segmented analysis + action loop.

Workflow: 'should I take this customer call' triage

Decides whether the founder should take a specific customer call.

Tenant maintenance request acknowledgement

Quick reply when a tenant logs a maintenance issue. Confirms receipt, sets expectations on next steps.

Reschedule request from coach side

When you need to move a session yourself. Acknowledges the inconvenience, offers concrete alternatives, no over-apologising.

Refund request — fast, empathetic reply

A two-paragraph reply that approves (or explains) the refund without making the customer feel like a problem. Saves both sides time.

Thank-you message after a sale (that doesn't feel like spam)

Short, personal thank-you for after-sale follow-up. Builds repeat customers without sounding like a marketing email.

Holiday or short-closure announcement

Friendly notice for shop window, social media, or auto-reply. Includes when you're back, what to do in the meantime, and (optional) why.

Apology email when something went wrong

Service-recovery email after a stuff-up. Owns the mistake, says what you're doing about it, offers something to make it right.

Build a CSAT measurement program

Designs a CSAT program with survey timing, scoring, and action triggers.

Difficult feedback message — when client isn't doing the work

Honest, kind message when a client isn't following through. Names what you've noticed without shame, gives them an out.

Write a customer offboarding email

Drafts a graceful customer offboarding email that preserves the relationship for future re-acquisition.

Write a 'we're closing this product' email

Drafts a customer email announcing the sunset of a product or feature with migration support.

Reply to a customer upset about a price increase

Honest, calm response when a regular customer pushes back on new prices. Doesn't apologise for the increase, but doesn't lecture either.

Customer complaint about workmanship — empathetic acknowledgement

Sent within hours of a customer complaint about the quality of work. Acknowledges, doesn't argue, sets a clear next step.

Write a customer-success-led marketing brief

Briefs marketing on a campaign sourced from customer success insights about churn drivers.

Build a top 10 customer review

Reviews the top 10 customers quarterly with risk, expansion, and advocacy plays per account.

Last-minute cancellation reschedule SMS

Short text when a client cancels last-minute. Acknowledges, doesn't shame, offers reschedule options.

Workflow: customer health score + intervention

Calculates customer health scores, identifies at-risk accounts, and triggers tailored interventions.

Workflow: sales-to-CSM handoff coordinator

Generates the handoff doc + kickoff plan when a deal closes from sales to customer success.

Workflow: customer success kick-off (per new customer)

Runs the kickoff process for every new customer to set up for success.

Group/family session prep agent

When the next session involves family, partner, or a group: helps plan the structure, anticipates dynamics, drafts the consent + ground-rules conversation.