Example prompts
Ask in your own words. Claude chooses the tools. When a request would change data or spend AI budget, Claude should tell you before it does.
Start of the day
Section titled “Start of the day”What’s on my plate in kōdlo today? Show tickets due this week and engaged contacts I haven’t touched in two weeks.
Uses kodlo_list_tickets, kodlo_search_contacts and kodlo_get_timeline. The daily_pipeline prompt does the same thing in one click.
Find new leads
Section titled “Find new leads”Find 30 new leads for the “DACH fintech CFOs” campaign. Focus on Series B–C companies that hired a new CFO in the last 6 months.
Claude checks the ICP with kodlo_discovery_prepare and asks you to fill any gaps. It then starts a background run with kodlo_discovery_start, shows you the candidates when it finishes, and imports only the ones you accept.
Research an account before a call
Section titled “Research an account before a call”I have a call with Acme Robotics on Thursday. Run a standard-depth research on their expansion into the US and what they’ve said publicly about procurement.
Starts kodlo_research_start. The cited report lands in the workspace’s Deep Research Reports folder, so your team can read it too.
Fill in a contact
Section titled “Fill in a contact”Look up Jana Novak in my CRM and suggest updates to her profile.
kodlo_lookup_contact costs cents and proposes fields. Claude shows them to you and applies only what you approve. For follower counts and full post history, ask Claude to enrich the contact.
Log what happened
Section titled “Log what happened”Log a call with Marco Rossi: he liked the pilot pricing, wants a security review first. Create a ticket for me to send our security pack by Friday.
Uses kodlo_add_event and kodlo_create_ticket.
Work with your Knowledge Hub
Section titled “Work with your Knowledge Hub”Add https://example.com/our-case-study to my “Sales collateral” folder, then tell me which of our case studies mention logistics.
Uses kodlo_add_knowledge_document, kodlo_get_knowledge_file and kodlo_search_knowledge.
Shape a campaign
Section titled “Shape a campaign”Create a campaign “Nordic SaaS RevOps” and write its ICP: B2B SaaS, 50–500 employees, Sweden, Norway, Denmark, Finland; personas are Head of RevOps and VP Sales.
Uses kodlo_create_campaign and kodlo_set_campaign_icp.
Find something you discussed before
Section titled “Find something you discussed before”What did I conclude about the pricing objections in my kōdlo chats last month?
Uses kodlo_search_conversations and kodlo_get_session. This covers your own conversations only.