Klime
All routines

Shipped for customers

What shipped for customers, who asked for it, and a message for everyone you haven't told yet.

Activate
When
Weekdays at 10:00

Example output

Product update

Here's what's new

Hi all,

Faster exports
Big exports no longer time out. If your team exports every Monday, you'll notice it right away. Thanks to Tom at Kettle & Co for asking for this.

Customize

What it needs to know about you

  • Where do customer requests live?
  • What counts as shipped?
  • Should I write a shareable product update?
  • How should the messages sound?

Guardrails

What it won't do

  • Never contacts a customer, or changes code or tasks.
  • Doesn't credit a customer unless a source clearly shows they asked.
  • Won't draft a message without checking what you already told them.
  • Doesn't count refactors, chores, or small bug fixes.

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?

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.