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CRM & Follow-Up 8 pages PDF

The Claude + Gmail Inbox Playbook

Turn a messy inbox into a short list of what matters, draft replies faster, and stop spending evenings buried in email.

Search → prioritise → draft → review → send. Built for dentist-owners staying on top of vendors, hiring, marketing and admin. Practice operations only — not patient PHI, unless your compliance setup explicitly allows it.

What’s inside the 8 pages

  • Connecting Gmail to Claude, once
  • The daily owner triage prompt, and the five buckets it sorts into
  • Five workflows: agency, vendor, hiring, subscriptions, weekly brief
  • Reply rules that stop every draft sounding the same

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