Skip to content

Clients

Change clients without starting from scratch.

For fractional CMOs and agency leads with five, eight or twelve clients in a week. Each client gets its own mind with its own history. Say a name, and Claude picks up that client's context and nothing from the others.

Start Free
  • Google Drive
  • Granola
  • Gmail

The grind

Your day switches faster than your memory does.

After a morning with a bakery chain, a 2:00 call with a software company means a different set of goals, people and promises. In a normal chat you paste the background in again, or you trust your memory and hope. Worse, a detail from one client can end up in another client's email.

  • Every new chat starts with pasting the same background again.
  • Details from one client slip into work for another.
  • On Monday morning you are not sure which client needs you first.

The flow

5 steps · 3 apps

One client at a time

  1. Give each client a home

    Name a mind for each client. Import files from Google Drive (My Drive or a folder; Shared Drives excluded). Armbrain asks before it creates a mind, so you do not end up with stray ones.

    mindcreateWaiting for your OK · new mind

  2. Let your notes find the right client

    Connect your meeting note-taker, such as Granola, then check that it shows as connected. Each call is filed under the client it belongs to, so the history builds up without copying and pasting.

    connectorslist

  3. See the whole week first

    Ask for a cross-client summary showing open commitments, recent activity and today's meetings.

    briefingcross_client_summary

  4. Switch before you ask

    Say the client's name. Claude loads that client's decisions, people and open work. Check the client name on the answer before you use it.

    switch_client

  5. Save what changed

    Save new decisions after a call. They attach to the active client. Gmail messages file under the right client. Unmatched threads wait for your review.

    store_memory

The payoff

A clean return to every client.

You open each client's work already caught up, with the right people, promises and history in front of you. Each client's preferences stay with that client, and a quick look at the active client before you write keeps every answer in the right place.

Prompt · click to copy

Change these first:

CLIENTCOMPANY = Harbor Dental Group

Armbrain, I have calls with three clients today and need to get my head straight.

1. Give me a short summary across all my clients: open commitments, recent activity, and today's meetings.
2. Switch to CLIENTCOMPANY and catch me up: current priorities, decisions from the last 30 days, open commitments, and the people I will likely talk to.
3. Tell me what changed since my last CLIENTCOMPANY meeting.

Show the date and source for every point, and say which client each point came from. Flag anything that looks out of date or is missing so I can check it before the call.

Example prompt. The client and people in it are fictional; replace them with your own.

Before you rely on it: Check that new information is saved to the intended mind. Ensure your source connections and active client match your current work.

More use cases

Give your next client conversation a head start.

Start with one client's mind and one real question. 30 days free, no card to start.

Start FreeExplore the demo