Klime

Stop doing the same work twice. There's AI for that.

AI routines do work that repeats. Klime lets you customize them by chatting, use them with your team, and approve every result before it goes out.

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Routines

Works with

Prepare a morning brief

Weekdays at 8:00

The one thing that matters today, your meetings, and what's waiting on you.

Message

Your top priority today is the Brightfold renewal call at 14:00. They asked about seat pricing twice last week and the agenda is still empty.

Your meetings:

  • 10:00 Team standup
  • 11:30 Onboarding with Kettle & Co, first call since they signed
  • 14:00 Brightfold renewal

Waiting on you:

  • Maya at Brightfold: "Can you send the updated quote before our call?"
  • Legal is waiting on your comments on the Orbit DPA (since Thursday)

Want me to draft the Brightfold quote email, put an agenda in the 14:00 invite, or summarize last month's Kettle & Co emails before 11:30?

Draft meeting follow-up emails

After each meeting

A recap email after every customer meeting, with next steps and owners.

Email draft

To Tom Bakker, Kettle & Co

Recap of today's onboarding call

Hi Tom, thanks for the time today. To recap: you'll start with the support team in November, and we'll set up the Zendesk import this week.

Next steps:

  • We send the import checklist (me, Wednesday)
  • You confirm the five pilot users (you, Friday)

Capture explicit meeting tasks

After each meeting

Tasks only from what people actually asked for, each with the quote.

Task

Check why exports time out for large teams

Ana, Product Sync meeting yesterday:

Can someone check why exports time out for large teams? Kettle & Co hit it every Monday.

Nudge unanswered customer and prospect emails

Weekdays at 9:00

A friendly nudge every few days until they reply, four at most.

Email draft

To Lisa de Wit, Orbit Legal

Re: Your quote

Hi Lisa, any questions on the quote I can answer? Happy to walk your IT lead through the SSO part if that helps.

Draft customer responses

When a customer email arrives

A draft reply to every customer email, with how sure it is.

Email draft

To Jen Okafor, Harbor Coffee

Re: Switching to yearly billing

Hi Jen, yes, you can switch mid term. We'll credit the rest of this month and start the yearly plan on the 1st.

Want me to send the new invoice?

Review CRM follow-ups

When an email arrives

Deal updates and CRM tasks from your emails, ready to approve.

Deal update

HubSpot: Move Brightfold to Negotiation

Maya de Vries, in an email this morning:

Could you send the final quote before Thursday? We'd like to sign this month.

Compile a worklog

Fridays at 16:00

Your week's decisions, progress, and open actions, each with a source.

Doc

Worklog, week 41

Decided:

  • Ship SSO in Q4 (Product sync, Tue)
  • Pause the Benelux ads test (Marketing, Wed)

One contradiction:

  • Pricing page copy: Ravi owns it in Tuesday's notes, Ana in Thursday's

Carried over:

  • Import checklist for Kettle & Co

Competitive intelligence sweep

Mondays at 8:00

What your competitors shipped, said, and charged this week.

Message

Here's what changed this week:

  • Lindy launched team workspaces, priced per seat at $49 (from their changelog)
  • Viktor raised prices on the Pro plan by 20%
  • Zapier shipped an agent builder in beta

What it means: two of three are moving to teams. Our group first story is still unique, worth leading with in sales calls.

Voice of the customer

Fridays at 14:00

What customers asked for this week, and what to prioritize.

Message

The top themes from 12 calls:

  1. Exports for large teams (5 customers): "It times out every Monday" (Kettle & Co). Open issue: #482
  2. SSO (3 customers), two of them in renewal this quarter
  3. Slack delivery (2 customers)

My recommendation: fix exports before the Brightfold renewal.

See all 19 routines
“My weekly status report writes itself now. It's unreal.”
Birke KeuningEnablement Lead, NORNORM
Compile a worklog
“Set up a routine once, and the whole team can use it. Awesome.”
Tom WatsonCo-founder, Glass
Draft customer responses