Brief: A short-form video agency wants Claude in Slack to prep Client Success Managers' calls, flag what needs a reply, draft follow-ups and keep Notion current. Notion needs restructuring into a CSM Hub teamspace, billing fields need separating, two Zapier zaps need building, and the whole thing has to be handed over to a non-technical team.
What this demo shows: the CSM Hub structure, the restricted billing split, the AI routines and channel rules, the zap blueprints, the pilot test checklist and the handover pack.
Google Calendar ──┐
Fireflies ── Zap 1 ──► Drive + Calls ──┐
Slack client channels ─────────────────┼──► Claude (in each #desk) ──► prep briefs, reply flags, drafts
Notion CSM Hub (Clients, Calls) ───────┘ │
└──► updates Clients + Needs Reply
Notion new client ── Zap 2 ──► Onboarding Checklist ──► #desk Slack post
| Milestone | What's included | Status |
|---|---|---|
| 1. Setup | Notion restructure, billing split, Google, Slack, Claude Tag | ✅ Done |
| 2. Pilot | Two desks live, 10 tests run, fails fixed | 🟡 9 of 10 passing |
| 3. Handover | Looms, admin removal, 2 weeks support | ⬜ Next |