Aidan's Claude toolkit

Automatic actions from calls

Set it up: paste this into Claude Code

Set up "call-actions" from Aidan's Claude toolkit. Fetch https://raw.githubusercontent.com/Aidan-Alexander/claude-toolkit/main/call-actions/SETUP.md exactly as written (e.g. with curl) and follow it.

One page for everything you've said you'll do. After each call you record in Granola, Claude works out what you took on, does the parts it usefully can (drafting the email you promised, digging out the doc you said you'd send) and puts it all on a private tracker page. Once a week it also adds emails and Slack messages you sent that never got a reply, with a follow-up already drafted. You tick things off, snooze them or dismiss them, and you can hand things to Claude from the page.

I keep it open all day. I have a lot of calls, and most end with a handful of small actions: a link to send, an intro to make, a point to raise with someone. I hardly use Asana, so this page is my to-do list, and my few Asana tasks show up on it too. It's how I make sure the things I say yes to in calls actually happen.

What it looks like

The tracker page, with made-up items

Try the live demo: it runs on made-up calls and emails, so click around. Nothing is saved or sent.

What it does

After each call (it checks every hour, or as often as you like):

  1. Summarises the call with the Fancy call summaries skill, which it installs if you don't have it.
  2. Picks out your actions: only the clear ones, where you said you'd do something or agreed to. Not what other people took on, and not "we should…". It leans towards leaving things out, because a false to-do costs you more than a miss.
  3. Decides, for each one, whether Claude's help would save you time:
    • Drafted: Claude did its part (say, drafted the email you promised) and you check it and send it.
    • Needs your OK: a bigger job. Claude says what it would do and how long your review would take, and waits for your go-ahead.
    • Yours: it needs you: a decision, a conversation, feedback to someone. Claude adds a useful link if there is one.
  4. Adds them to the tracker, linked to the call's summary.

Once a week (Thursday afternoons, say):
5. Finds emails and Slack messages you sent more than a week ago that never got a reply, checks they weren't settled somewhere else, and adds the ones worth chasing, with a short follow-up email drafted on the thread. If they reply later, the item ticks itself off.

About once an hour, if you use Asana (optional):
6. Brings in your open Asana tasks, so the tracker is your one list. Tasks you finish in Asana tick themselves off here. If you choose, ticking one off here also completes it in Asana: the only thing it ever changes there.

On the page you can:

Choices you'll be asked about at setup

Choice Options What I use
What it covers Calls and follow-ups, calls only, or follow-ups only (no Granola needed) Both
How often it checks for calls Every hour, every 10 minutes, or twice a day, on weekdays Every 10 minutes, 9–6
What Claude may do with actions Draft emails, Slack messages and short docs, or only list the actions Draft
How email drafts end Your usual sign-off and name, or nothing (your signature covers it); optionally "Co-written with Claude" Nothing, plus "Co-written with Claude"
Follow-up check Which day and time; email only or email and Slack; draft follow-ups or not Thursdays from 14:00, both, drafts on
Agenda points in 1:1 docs "I'll raise that with Priya" becomes a line in your 1:1 doc with Priya, instead of a drafted message On
Calendar holds When you ask for time to be blocked, Claude adds a hold to your own calendar, never with guests On
Monday digest A Slack message to yourself on Monday morning listing what's open I use a Slack bot that also nudges me when I haven't opened the page for a day; this is the simpler version
Asana tasks Leave them out, show them on the tracker, or show them and tick them off in Asana when you tick them here Show them, and tick them off in Asana too

You can change any of these later, or anything else about how it works, by asking Claude.

Set it up

  1. If you haven't used Claude Code before, follow Getting started first (about 10 minutes, once).
  2. In Claude, open Settings → Connectors and connect Gmail, plus Granola and Google Drive if you want it to cover calls. Slack, Google Calendar, Google Docs and Asana are optional.
  3. Start a new session in Claude Code and paste this in:
Set up "call-actions" from Aidan's Claude toolkit. Fetch https://raw.githubusercontent.com/Aidan-Alexander/claude-toolkit/main/call-actions/SETUP.md exactly as written (e.g. with curl) and follow it.

Claude asks you the questions above, makes your private tracker page, sets up the Fancy call summaries skill if you need it, and schedules the checks. It then offers a first run, so your page starts with something on it.

Using it

Good to know

Changes