A shared, permanent memory for each client — every meeting, decision, and to-do in one place your Claude can read and update. One brain per client; everyone sees the same thing.
Turning it on
You need the GO Account Memory connector switched on in your Claude. Don't see it? Ask Flory — it's a one-time setup.
Using it every day
Just talk to Claude and name the client.
Catch up / recall
"What are the open to-dos for Zeller?"
"What did we decide about Zeller's email onboarding?"
"Catch me up on Zeller before my call."
Save what happened (after a meeting)
"Add this meeting's notes and action items to Zeller's memory."
Or run the transcript tool — it files the summary and to-dos for you.
Get ready for a meeting
"Draft next week's Zeller agenda from the open items and recent decisions."
The one rule: if it matters, put it in the memory. If a decision or to-do isn't saved there, assume it'll be forgotten.
Automate the repetitive stuff
Doing the same manual steps over and over? Claude can often set it up to run automatically. Just describe the outcome you want — for example:
"When a new lead comes in, tag them and send a welcome email."
"Every Monday, pull last week's ad numbers into a short summary."
"When a client books a call, notify the account owner."
This runs on our automation tool behind the scenes. You'll need the automation connector (n8n) turned on — ask Flory. Anything Claude builds for you gets tagged with your name, so it's easy to find later.
Quick note on "connectors"
A connector gives Claude hands on one of our tools so it can actually use it for you:
GO Account Memory — the client memory (above)
n8n — building automations
GoHighLevel — CRM / campaigns
Fathom — meeting recordings
Need one turned on? Ask Flory — quick to set up.
Adding a new client (about 5 minutes)
In GitHub, open account-memory-template → click "Use this template" → create {client}-account-memory under the GrokOn org, set it Private.
Tell Claude the client's name and what we do for them.
Point Claude at their meetings and docs — it loads them in.
Done — the new client shows up in the same connector automatically.