📄 BIZ GUIDE · CLAUDE DOCS + SLIDES

Your meeting notes have another job.

Here’s the workflow from my video: turn rough client notes into a proposal draft, make the changes you need, then build a presentation from the version you approve. The exact prompts are below. 👇

1. Bring these three things 📝

• Your meeting notes. Include the problem, requests and anything already agreed.
• Who you’re pitching. Name the reader’s role and what matters to them.
• The decision. Say what you want them to approve, choose or answer.

No client notes handy? Practice with this fictional brief: a local landscaping business wants more quote requests. They’re deciding between a new landing page and a full website. The owner still needs to provide photos. No price or delivery date has been agreed.

2. Draft in Claude Docs 📄

Open a Claude conversation. Choose Output → Docs, or ask for a doc in your message. Replace the brackets in this prompt with your details.

Use these meeting notes to create a proposal in Claude Docs.

Audience: [who will read it]
Decision I need: [what I want them to approve or choose]
My business and service: [what I do]
Meeting notes: [paste your notes]

Include the client’s problem, proposed scope, deliverables, confirmed timeline and pricing, open questions, and the next decision.

Use only facts from my notes. If a detail is missing, flag it clearly and ask me about it. Don’t invent prices, dates, commitments or results. Ask up to three essential questions before drafting if you need more context.

Keep the language clear and direct. Draft the proposal first and wait for my review before making slides.

3. Review and edit the draft ✍️

Read the proposal against your notes. You can type directly in the doc or ask Claude for changes in the conversation. Start with one focused revision.

Revise this proposal in Claude Docs.

Make the opening explain the client’s problem and the proposed outcome in plain language. Remove vague claims and repeated points.

Keep the scope, prices and dates consistent with my notes. Put unanswered questions in a clearly labeled section. Finish with the specific decision the client needs to make.

Tell me what you changed and which details still need my input.

4. Turn the approved doc into slides 📊

Once the proposal says what you actually want to offer, ask Claude to turn that document into a presentation with Claude Slides.

Turn this approved proposal into a presentation using Claude Slides.

Audience: [who I’m pitching]
Decision I need: [what I need them to decide]

Build six slides:
1. The client’s problem and desired outcome
2. The proposed scope
3. What we’ll deliver
4. Timeline and pricing, using only confirmed details
5. Open questions and dependencies
6. The next decision and action

Use one clear message per slide. Keep the text short. Add speaker notes with the supporting details from the approved document.

Keep every fact aligned with the proposal. Don’t add statistics, promises, prices or dates that aren’t in it. Clearly label anything that still needs confirmation.

5. Check it before a client sees it ✅

• Names, dates and prices match your notes.
• The scope says what’s included and what still needs a decision.
• Open questions are visible.
• The slides match the approved proposal.
• The final slide asks for one clear next action.

For the proposal, use Export to save a PDF or Word file. Docs on Team and Enterprise currently can’t be shared outside the organization by link, so check the sharing options before sending anything to a client. Official export and sharing instructions.

If you don’t see Docs or Slides

For Docs, check Settings → Capabilities. Enterprise owners manage access under Organization settings → Artifacts. See Anthropic’s availability notes for organization restrictions.

From @techyai_cj · Free to use and share
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