Projects & costsQuestion
Prepare a project client follow-up
Turn saved project and client context into a draft follow-up. This reduces the work of gathering notes while leaving the final message and delivery under your control.
Help me prepare a client follow-up for a project. Ask for the project, then summarize its saved client notes, follow-up date, and current stage. Draft a short update for me to review.
Opens an editable draft in Millbase. New here? Create your workspace first; your prompt will be waiting.
When to use it
You are preparing to contact a client about an active project.
What you need
The project and any saved client notes, contact details, and follow-up date.
What you’ll get
- A summary of the recorded client context and project stage.
- A draft update that you can check and edit before sending.
How to use this prompt
- Select Try this prompt to open it in your Millbase composer. Sign up or sign in if needed.
- Specify the tone and any facts that must be included. The prompt drafts text; it does not send a client message.
- Send the prompt and review the returned records, date range, and any missing information.