The service stack
- WhatsAppClient chats, groups, messages, and attachments.
- JustSendItBrings the selected conversations into Claude.
- ClaudeRecovers the ask and drafts a clear response.
- Separate Notion connectorKeeps promises and next actions.
Run three deliberate sweeps
Morning, midday, and end-of-day beats reacting to every notification.
- 1
List
Find new client conversations and groups.
- 2
Open
Read enough context to recover questions and promises.
- 3
Choose
Answer, clarify, move to email, or escalate.
- 4
Reply
Use one clear owner and next step.
- 5
Record
Put important work into Notion or the calendar.
One-page channel policy
Publish the customer-facing parts.
- What WhatsApp is for
- Business hours
- Response target
- Urgent route
- When to use email
- Escalation rule
Use the same idea in two settings
Personal
Create boundaries around direct conversations.
- Side business
- Community work
- Availability
Business
Use a warm service channel until volume needs a dedicated queue.
- Appointments
- Client updates
- Customer support
Copy these prompts
- “Review client chats since 9am. Return urgent, reply today, move to email, and information only.”
- “Open this chat, list the exact questions and promises, then draft one concise reply.”
Common questions
- Should WhatsApp replace email?
- No. Keep fast conversation in WhatsApp and long, formal, or document-heavy work in email.
- Can Claude help with a client group?
- Yes. Open the group, ask Claude to recover the decisions and open questions, then draft or send the next message.