Klime
All routines

Capture explicit meeting tasks

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

Activate
When
After each meeting
Better with
Docs

Example output

Task

Renew the Northwind Logistics contract

Sam, Ops weekly this morning:

Can someone renew the Northwind contract before it lapses on the 30th? I don't want to lose the current rate.

Customize

What it needs to know about you

  • Where should new tasks go?
  • What counts as an explicit ask?
  • Who gets a task when nobody is named?
  • Which meetings should I skip?

Guardrails

What it won't do

  • Never assigns tasks to people outside the meeting.
  • Doesn't turn loose ideas into tasks, only explicit requests.
  • Won't add a task that already exists.
  • Never adds a task without a link to the moment in the notes.

Related 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?

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.