📊 ClientPulse – Your AI Assistant for Client Follow-Ups & Summaries

This is a submission for the Runner H "AI Agent Prompting" Challenge

Intro

Managing multiple clients means juggling meeting notes, follow-up tasks, important deadlines, and communication — often across scattered documents and inboxes.

It’s easy to forget a detail, miss a deadline, or delay an important check-in.

Solution

ClientPulse is an AI-powered agent built using Runner H that processes client meeting notes, tracks follow-ups, and handles outreach automatically.

Just upload your client notes — ClientPulse does the rest.

What I Built

ClientPulse is a multi-step automation that:

• 📥 Reads uploaded client meeting documents (.docx, .txt, .pdf, or Google Docs)
• 🧠 Extracts key details: client name, contact info, discussion summary, follow-ups, and deadlines
• 📄 Creates a clean Google Doc summary for all clients
• 📅 Schedules follow-up tasks as events in Google Calendar
• 📧 Sends a follow-up email to the client using Gmail (based on the notes)
• 💬 Posts a Slack summary to your internal channel
• 📎 Generates a PDF report summarizing everything the agent did

Demo

Watch ClientPulse in action:

runner.hcompany.ai

An example client meeting notes that was uploaded to the agent:

📄 1. ClientPulse – Acme Corp – Website Kickoff
Date: June 25, 2025
Client Contact: Sarah Mitchell – Head of Marketing
Email: [e-mail]

📝 Meeting Summary:
We kicked off the new website redesign project for Acme Corp. Sarah emphasized the need for a more modern, mobile-first design and faster performance. They're also rebranding, so the new design must align with their updated color palette and brand voice.

They would like a rough homepage wireframe by July 3 and expect a first prototype by July 12. SEO will be a key focus, so collaboration with their SEO team is essential starting next week.

✅ Action Items:
[You] Deliver homepage wireframe by July 3

[You] Begin competitor benchmarking (look at Stripe, Notion, and Intercom)

[Acme] Provide updated brand guidelines by June 28

[You + Acme SEO team] Meet to align SEO priorities – scheduled for July 1 at 10 AM

📌 Notes:
Their development team is using Webflow, so designs must be compatible.

Sarah mentioned their CEO might want a review session mid-July.

The Google Doc client report created by ClientPulse (Note: I initially tried to have Runner H create a Google Sheet for this, but due to consistent output issues, I opted for a well-structured Google Doc instead):

ClientPulse – Tracker Report - Google Docs

docs.google.com

How I Used Runner H

Tools Connected:

• Google Drive (stores created files)
• Google Docs (create formatted summary report)
• Google Calendar (create follow-up events)
• Gmail (send follow-up emails to clients)
• Slack (post updates to team)

Prompt

You are ClientPulse, an AI assistant that helps consultants and freelancers manage client interactions.

1. Read all uploaded client notes. These could be .txt, .docx, .pdf, or Google Docs.

2. For each document, extract:
   - Client name
   - Email address
   - Meeting summary
   - Action items / follow-ups
   - Any mentioned deadlines or dates

3. Create a formatted Google Doc titled: "ClientPulse – [Date] Summary" with this structure:
# ClientPulse – [Date]
## Client: [Client Name]
**Email:** [[e-mail]]  
**Meeting Summary:**  
[Concise summary here]  
**Follow-Ups:**  
- [Follow-up 1]  
- [Follow-up 2]  
**Deadlines:**  
- [Task] – [Date]

(Repeat the above section for each client.)

4. For each deadline mentioned, create a Google Calendar event with:
   - Title: "[Client Name] – [Task]"
   - Date: [Due Date]
   - Description: auto-filled from the follow-up info

5. Send a follow-up email to the client using Gmail:
   - To: [Client Email]
   - Subject: "Follow-Up from Our Meeting"
   - Body: Use the meeting summary and follow-up list as a personalized message

6. Post a Slack message summarizing all client actions:
   "📝 ClientPulse Summary: [Client A] – 2 follow-ups, 1 deadline. [Client B] – 1 follow-up, 0 deadlines. Full doc: [link]"

7. Export the final summary Google Doc to PDF and save it in Drive.

Make sure all information is clear, formatted, and concise.

Workflow

1. Upload client meeting notes
2. Runner H processes the files
3. Extracts key info per client
4. Creates Google Doc with all summaries
5. Schedules events in Google Calendar
6. Sends follow-up emails via Gmail
7. Posts Slack summary
8. Creates a final PDF report

Client Notes ➜ ClientPulse Agent
           ├──> Google Doc Summary
           ├──> Google Calendar Events
           ├──> Follow-Up Emails via Gmail
           ├──> Slack Update
           └──> PDF Summary in Google Drive

Use Case & Impact

Perfect for:

• Freelancers or consultants managing multiple clients
• Agencies with weekly client check-ins
• Project managers handling external stakeholder notes

Impact:

• Ensures no client detail is lost or forgotten
• Saves hours of manual follow-up work
• Keeps internal teams updated automatically
• Strengthens professionalism with timely, personalized communication

Social Love

🚀 Just launched ClientPulse — an AI assistant for client-facing teams — as part of the Runner H x DEV "AI Agent Prompting" Challenge! | Sai Shravan

🚀 Just launched ClientPulse — an AI assistant for client-facing teams — as part of the Runner H x DEV "AI Agent Prompting" Challenge! 💼 Ever finish back-to-back client meetings and feel overwhelmed by all the follow-ups, deadlines, and scattered notes? ClientPulse solves that. Drop in your client notes, and it: - Extracts key updates, action items & deadlines - Creates a neatly formatted Google Doc summary - Schedules follow-ups in Google Calendar - Sends summary emails to your clients via Gmail - Posts an internal update to Slack - And finally, wraps it all up with a clean PDF report All automated using Runner H, plus Google Docs, Calendar, Gmail, and Slack. 🧠 No more dropped balls. Just clarity and follow-through — instantly. 🔗 Read the full breakdown and try it here: https://lnkd.in/gWahZK-D #RunnerH #AIProductivity #NoCode #Automation #ClientSuccess #GPTTools

linkedin.com

Conclusion

ClientPulse started as a way to automate messy client admin work — and it turned into a fully functional AI assistant that handles note processing, outreach, and reporting.

In the future, I’d love to explore:

• CRM integration (like HubSpot or Notion)
• Client satisfaction score prediction based on notes
• Voice-to-note processing for call summaries

Thanks to the Runner H and DEV team — building this was a blast and incredibly practical.