Workflow to preserve client context
CRM & pipelineSkill Packaged as a skill by Orbit
Shows you how to take notes from a client Zoom call and automatically carry that same information into your proposal and invoice, so you never have to retype the client's details by hand.
Orbit turned public content into a SKILL.md you can read before adding it.
Checked by Orbit: nothing risky found in what it runs or reads.
What you’ll need
ZoomRecords the client call and its My Notes, which Claude pulls in through the Zoom connector
Or: Google Meet
BonsaiTurns the approved proposal scope into a client invoice
Or: Stripe invoicing, HoneyBook