Recording and Prompts from AI Study Group: Creating Advocate CRM Shareable Skill in Claude
Here is the promised recording from yesterday's AI Study Group Amanda: Create an Advocate CRM Shareable Skill in Claude Recording: https://us06web.zoom.us/rec/share/EdqagtiHcH6aOWqk49dDRNehYnuuFhbXY5ZTbrzoa2HsiOSv_pTDt9CKWVzeklXm.n6GBOeCEAYkZVeIM?startTime=1780415786000 📋 Prompts Shared by Amanda CRM Starter Prompt: "I want to build a live CRM for tracking my customer advocates... [includes Google Sheet link, tabs structure, desired filters, natural language query capability, Sync button, brand colors]" Data Consolidation Prompt: "Here are [X] spreadsheets with overlapping data. Help me figure out what one clean master version should look like — consistent column names, deduplicated contacts, normalized formatting. I want two tabs: one for contacts and one for activities." 💡 Tips from Chat
Claude Chat = thought partner, Claude Code = worker (Maria)
When something doesn't work: "Ask it what it needs to get it to work" / "Walk me through how to do that" (Paola)
Writing detailed specs first before building is critical
You can automate pulling data via Claude in browser
You can update a Google Sheet line via Claude, but need to create a skill to authenticate into Google Suite (Paola)
🛑 Join us this Friday for our next Tech Talk (rsvp on lu.ma/cmaweekly)