Personal CRM: From Meeting Transcripts to Branded Proposals

A detailed case study on Mindstone shows how a freelancer uses Claude Code as a complete client relationship management system.

How It Works

• A script automatically syncs all meeting transcripts
• Claude Code identifies which project each meeting relates to
• Links meetings to projects for context
• When working on a project, all related meeting notes are available

Key Workflow

1. Meetings happen → transcripts auto-sync

2. Claude Code links transcript to the right project

3. Say 'I want to create a proposal for Project X'

4. Claude generates a proposal based on all related meetings

5. Claude converts the proposal to a branded PDF using your template

6. Ready to send to the client

Why This Matters

• Proposals done in near-zero time based on actual meeting content
• No more forgetting what was discussed 3 meetings ago
• Branded PDFs without touching InDesign or Google Docs
• Everything lives in your terminal — no SaaS subscription needed

Tools Needed

• Meeting transcription service (Otter.ai, Fireflies, etc.)
• Claude Code with PDF generation capability
• Branded PDF template