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How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis

| 17 products mentioned
How I AI How I AI host
Reed Robinson guest
Watch on YouTube mcp workflow automation crm optimization meeting preparation customer feedback synthesis ai agents claude

Reed Robinson, a product manager at Zapier, demonstrates how Model Context Protocols (MCPs) can automate tedious professional workflows like meeting prep, CRM updates, and customer feedback synthesis. Robinson shows practical implementations using Claude with Zapier MCPs to give AI tools access to knowledge and actions across 8,000+ integrated applications, turning repetitive tasks into seamless automated processes that run in the background.

Key takeaways
  • • MCPs are essentially app integrations for AI tools that provide both knowledge access and the ability to take actions within connected applications.
  • • Using Claude Projects with detailed instructions on tool-calling sequences and order significantly improves execution quality for complex workflows like CRM updates and meeting prep.
  • • The "perfect team with infinite time" framework helps identify high-impact AI use cases—ask what your ideal support team or sales team would do with unlimited resources, then automate it.
  • • Google Gemini excels at processing file-based contexts (PDFs, HTML, video, audio) with lower token usage, making it ideal for document-heavy workflows like analyzing meeting research.
  • • Building feedback loops that automatically surface FAQ candidates from support tickets and chatbot conversations maintains high-quality knowledge bases without manual overhead.
  • • Personal use cases like family calendar synchronization and interview preparation via NotebookLM audio overviews demonstrate how MCPs can improve both productivity and relationships.

Recommendations (15)

Claude
Claude uses

"You can create these collections of tools from all the apps you use and give them access to Claude to ChatGPT to Cursor, all the places that have inputs for MCP servers today."

Reed Robinson · ▶ 0:13

MCP
MCP uses

"MCPs, I will say, still, I think, are both kind of very hyped and underutilized by people. It really just is like app integrations for your AI tools."

Reed Robinson

Slack
Slack uses

"You can add tools from things like Slack, Evernote, Glean, Koda, Google Calendar, and you can actually start to customize those tools as well."

Reed Robinson · ▶ 6:47

Evernote
Evernote uses

"With Evernote I want to restrict it to writing to certain notebooks."

Reed Robinson · ▶ 7:12

Glean
Glean uses

"Glean. Like now I've given it an action as well to search like our internal Glean tool which is awesome because then I could see like oh well we talked about this customer in Slack."

Reed Robinson · ▶ 13:33

Koda
Koda uses

"With Koda, for my use within Claude I really I'm using it for particular documents and particular sheets for instance."

Reed Robinson · ▶ 7:02

Google Calendar
Google Calendar uses

"If it's really not my Google calendar, it like doesn't exist. And it uses the various like find and update and create actions for Google Calendar through Zapier MCP and just like does all of it."

Reed Robinson · ▶ 33:51

Granola
Granola uses

"I'm a big fan of Granola. They're a great tool. But I struggle with the fact that sometimes I don't want to log those notes or I don't do it all the time."

Reed Robinson · ▶ 12:13

HubSpot
HubSpot uses

"I might also need to update our actual CRM which will use HubSpot as well. So I'd have that as like an additional tool to log it as an activity on the meeting."

Reed Robinson · ▶ 14:26

Databricks
Databricks uses

"We used Databricks which houses like a lot of our data and makes that usable. And so they built like this whole series of things that allows like just simple lookup."

Reed Robinson · ▶ 21:27

Calendar
Calendar uses

"Like my Calendly link seems to like spread decently wide."

Reed Robinson · ▶ 20:56

Suno
Suno uses

"They had a big V5 update recently. I have been loving it with my son and his other like friends in our neighborhood. We've made a lot of songs together."

Reed Robinson · ▶ 34:44

NotebookLM
NotebookLM uses

"Notebook LM I use personally for learning. I put like a lot of things in it to learn, but I got one that I got a lot of value from with my wife."

Reed Robinson · ▶ 37:22

Claude Co-work
Claude Co-work recommends

"One of the tricks for anybody listening, check out Claude projects. One of the things that you can do in Claude projects is provide very like detailed instructions for use cases."

Reed Robinson · ▶ 9:28

Gemini
Gemini uses

"It uses actually a Gemini step since it handles my like the document type that I was working with and creates the or appends it technically to the Koda page."

Reed Robinson · ▶ 21:56

Mentioned (2)

ChatGPT
ChatGPT "You can create these collections of tools from all the apps you use and give them access to Claud..." ▶ 0:13
Cursor
Cursor "You can create these collections of tools from all the apps you use and give them access to Claud..." ▶ 0:13

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