A Shortcuts daily with 4 ready-made parts.
Ask for the client name, create a call summary, add action items, and schedule a follow-up in one run.
Everything inside
- Ask for client
- Create summary
- Add actions
- Schedule follow-up
Before you install
Use a recent version of iOS with Apple Shortcuts available. You confirm the final step in the Apple app.
Make it yours
Change the title, times, days, and wording after installation. Nothing is locked.