Client comms
How can you use client email history to draft monthly client update emails with AI?
43:49From the June 2 call · Beginner Lab: Claude Basics, Custom GPTs, and Practice Wins
A member described sending clients a monthly email that bullet-pointed observations ('here's what you did well, here's what you need to work on'). They uploaded PDF printouts of the last 12 months of these emails along with the client's financial information and asked the AI to write the next month's email in the same style. The result used the full history to know what to highlight and produced what the member called 'an amazing email.'
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