# Prepare a client-call brief

> Walk into the next client call with the goal, the last conversation and open questions in view.

Walk into the next client call with the goal, the last conversation and open questions in view.

Interactive sample, with fictional data and scripted agent output. No agent runs and no workspace data is read or changed.

## A request to adapt

Prepare a brief for the next client call. Use the project brief, recent transcript and playbook. Cite each source, separate facts from open questions, and leave a draft for me to review.

## Northfield Health

### 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.

### Call brief

- **Goal**: Reduce the time it takes to train clinic staff. (Project brief)

- **Source quote**: We need a training pilot before we can choose the rollout. (Finalized interview transcript)

- **Needs an answer**: Which audience should the draft prioritize?

## Harbor Works

### Project brief

Help new customers complete their first setup.

### Company playbook

Test the onboarding flow with a small group before changing the full service.

### Finalized interview transcript

We need to test the first setup before changing the whole service.

### Call brief

- **Goal**: Help new customers complete their first setup. (Project brief)

- **Source quote**: We need to test the first setup before changing the whole service. (Finalized interview transcript)

- **Needs an answer**: Which audience should the draft prioritize?

## Review

Check the goal and unresolved questions before the call. The agent cannot know what changed outside the project record.

## 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.

## What is available today

- **Docs: the corpus, read and written from Starlings**: Mac: Works; iOS: Works; Web: Works.

- **Projects and leads, with their tasks and issues**: Mac: Works; iOS: Works; Web: Works.

- **Finalized transcript and AI summary delivery**: Mac: Works; iOS: Works; Web: Works.

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Canonical page: https://starlingshq.com/use-cases/client-call-brief