Klime

Hand off your recurring workto routines that do it for you.

AI routines that brief you every morning, draft your follow ups, keep the CRM current, and turn meetings into tasks. Set it up with Klime.

20 routines

Prepare a morning brief

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

Weekdays at 8:00
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

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

After each meeting
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

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

After each meeting
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 emails

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

Weekdays at 9:00
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

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

When a customer email arrives
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

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

When an email arrives
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

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

Fridays at 16:00
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

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

Mondays at 8:00
Message

Here's what changed this week:

  • Mailcove launched an AI subject line writer, free on every plan (from their changelog)
  • Postlark raised the price of its Pro plan by 15%, for lists over 10,000 contacts
  • Inkwire added SMS to its automation builder, still in beta

What it means: two of three now build AI writing into the editor. Ours is still a paid add on, worth a look before the Q4 pricing review.

Voice of the customer

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

Fridays at 14:00
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.

Prepare for standup

What you actually did since your last standup, from PRs and meetings.

Weekdays at 9:15
Message

Since yesterday's standup:

  • Merged #481: faster exports for large teams
  • Reviewed #479 for Ana
  • Kettle & Co onboarding call

Today:

  • Finish the SSO spike

Blocked:

  • Waiting on design for the settings page