See the week's client calls coming, pull what was actually said, and turn it into tracked follow-up — the whole meeting loop in one place.
Shows the client week before it happens — what's coming, what each meeting is about, where you're free — so you prep instead of discovering the agenda when the call starts, and it's where the follow-up gets booked while it's still fresh.
Holds what was actually said — AI summaries, transcripts, recordings with next steps — so 'what did we agree?' has a real answer instead of two people remembering it differently, and it turns the notes into a follow-up doc.
Turns what was agreed into real tasks with due dates, priority, and a project, so promises made on the call become tracked work instead of good intentions that resurface a month later.
Drafts the team-facing recap of what was decided and what changes — audience, tone, who owns what, what's next — instead of forwarding a raw transcript nobody reads.
## Who it is for A consultant, agency owner, coach, or any service-business owner whose week is a string of client calls. The meetings you already have — the recurring job this kit covers is everything around them: preparing, remembering what was said and agreed, and making sure the follow-up actually happens. Use it when the recurring questions are *"what did we agree?"*, *"who was supposed to do that?"*, and *"when am I seeing this client again?"* — and nobody can answer them without re-watching a recording. ## What it helps you do This kit covers the loop around a client meeting — before, during, and after: - **Before**: see the week's client meetings and what each one is about, so you walk in prepared instead of discovering the agenda when the call starts. - **After**: pull the summary, transcript, or recording of what was actually said — decisions, objections, numbers — without re-watching the whole call. - **Follow-through**: turn what was agreed into tasks with due dates and priority, and book the next meeting while the calendar is open in front of you. - **Alignment**: give the team a clear recap of what was decided and what changes, so decisions don't stay trapped in the recording. The expected outcome: nothing agreed in a client meeting gets lost between the call and the work. ## What's included ### Connectors - **Google Calendar** — the map of the client week: what's coming, what each event is, whether you're free before you commit, and where the follow-up call gets booked. - **Zoom** — the record of what was said: AI-generated meeting summaries, transcripts, recordings with playback links and next steps, Team Chat, and follow-up Zoom Docs created from your notes and action items. - **Todoist** — the follow-through: tasks created with a due date, priority, and project, and read back when you ask *"what did I not finish this week?"*. ### Skills - **Internal Comms** — turns meeting outcomes into a team-facing recap: what was decided, what changes, who owns what, and what's next, with the right tone for the audience — not a raw transcript dump. ## How to use it 1. Install the kit, connect Zoom with your own Zoom account (a browser login — no API key), connect Google Calendar through its one-time Google Cloud setup, and paste your Todoist API token. 2. On Monday, ask *"what client meetings do I have this week, and what's each one about?"* — and prep the ones that need it. 3. After a meeting, ask *"pull the summary and the action items from today's call with [client]"* — Zoom brings back what was said and agreed, and can draft the follow-up doc. 4. Turn the agreements into work: *"create a Todoist task for each action item, due this week"*, and *"book the follow-up with [client] two weeks out if I'm free."* 5. When a decision affects the team, ask Internal Comms for a short recap — what was decided, what changes, who owns it — and share it where your team reads. ## Why these pieces belong together The kit follows the real loop of a client-meeting business, not a pile of productivity tools: - Google Calendar tells you **what's coming** — the prep and the booking. - Zoom holds **what was said** — the summary, transcript, and recording that make *"what did we agree?"* answerable. - Todoist tracks **what happens next** — agreements turned into dated, prioritized work. - Internal Comms closes the loop **with the team** — decisions become a message people actually read. Installed separately, you check a calendar, re-watch a recording, keep the promises in your head, and the team hears about decisions second-hand. Installed together, one path covers the whole loop: **see the meeting → capture what was said → task the follow-up → brief the team.** It shares Internal Comms with the Team Operations Kit, but the ground is different: that kit runs on ClickUp's task board for day-to-day team status; this one runs on the client meeting itself — the calendar, the call, and the promises made on it. ## Limits - It reads what Zoom kept: if a meeting wasn't recorded or summarized by Zoom — which depends on your Zoom plan and settings — there's nothing to pull, and the kit can't reconstruct a meeting that left no record. Meetings held outside Zoom (a phone call, Google Meet, Teams) don't leave one here. - It doesn't run the meeting for you: no agenda enforcement, no live note-taking, no CRM logging — for deal and pipeline tracking, use the B2B Sales Pipeline Kit instead. - Zoom and Google Calendar connect through your own accounts (OAuth); Google Calendar's one-time Google Cloud project setup is the fiddliest step of the install. Todoist needs its API token. Each piece is bounded by that account's permissions. - Creating events, tasks, and follow-up docs changes real things — those actions are gated behind a confirmation step before anything is written. - Zoom Workspace is a server hosted by Zoom, reached through the `mcp-remote` bridge; what the agent can see or create is bounded by your Zoom account.
Everything installs automatically in the TS app (free download). Recipes load into your AI with one click. If you don't have the app yet, we'll point you to the download after purchase.