Turn a client call into follow-up work
Use the finalized transcript to propose tasks with an owner and a project, then review the hand-off.
Interactive sample, with fictional data and scripted agent output. No agent runs and no workspace data is read or changed.
Reduce the time it takes to train clinic staff.
Start with a small pilot, then review evidence before expanding.
We need a training pilot before we can choose the rollout.
The brief, company playbook and finalized transcript supply the context.This is a simulation with sample data.
Inspect the sample record · Northfield Health
Sources
- Project brief
- Reduce the time it takes to train clinic staff.
- Company playbook
- Start with a small pilot, then review evidence before expanding.
- Finalized interview transcript
- We need a training pilot before we can choose the rollout.
Follow-up task draft
- Source quote
- We need a training pilot before we can choose the rollout. · Finalized interview transcript
- Proposed task
- Draft the training pilot plan · Sam Lee · Finalized interview transcript
- Date
- Confirm with the project lead
Try it in your workspace
In your workspace, connect a member’s MCP client, make the source records available to that member, and ask for a draft. Shared-chat agents need their own workspace setup. Starlings provides the context and tools; your chosen agent produces the result.
Connect Claude over MCP · Other agents and connection paths
A request to adapt
Read the finalized call transcript. Draft follow-up tasks on this project with a proposed owner and the supporting quote. Ask me to confirm missing owners or dates before creating tasks.
Confirm the owner, date and project before filing each task. A proposal in the transcript is not an accepted task.
Read the product instructions · See this in your team’s work
What is available today
These are sample agent workflows built from existing capabilities, not built-in one-click automations. Agent output depends on the client, model, instructions and records it can access.
| Capability | Mac | iOS | Web |
|---|---|---|---|
| Finalized transcript and AI summary delivery | Works | Works | Works |
| Projects and leads, with their tasks and issues | Works | Works | Works |
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