GO Account Memory

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 Claude or in ChatGPT (it works in both). 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, and why?"
"Catch me up on Zeller before my call."

Answers come with the receipts — the meeting and the exact quote they're based on — so you can trust them and dig deeper.

Look across all clients

"Where have we solved email deliverability before? Show me across every client."
"Which clients have overdue or high-priority items right now?"

Capture a decision (the "why")

"Log this decision: we're keeping the skipped contacts for now — we want to re-permission them first."
Saved with the reasoning, so nobody re-opens a settled call six weeks later.

Save a meeting (start to finish)

Whatever you've got, hand it to Claude and name the client:

A Fathom call → "Pull the latest Zeller Fathom call and save it to Zeller's memory."
A transcript or notes (paste them) → "Save this Zeller meeting to memory."
A Google Doc → "Grab this doc and add it to Zeller's memory."

Claude writes the summary, logs the action items and any decisions, and makes it searchable — one ask, done. (Audio-only recording with no transcript? Fathom transcribes its own calls automatically; a stray audio file needs a transcript first — ask Flory.)

Get ready for a meeting

"Draft next week's Zeller agenda from the open items and recent decisions."

Prioritize

"What needs attention on Zeller right now?" — Claude ranks by what's overdue, high-priority, and due soon.
"Mark that to-do done." / "Set that item high priority, due Friday."

Your Monday brief

Every Monday morning, each client's Google Chat space gets an automatic brief — what's overdue, what's high-priority, and the decisions made last week. Nothing to set up; just read it. Want one on the spot?

"Give me this week's brief for Zeller."

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, or turn it into tasks. 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."
"Push these open items to ClickUp as tasks." — creates them in the right client list and links them back to the memory.
"Close out anything in the memory that's already done in ClickUp."

Some of this needs the right automation connectors turned on for you — just ask Flory. Anything Claude builds gets tagged with your name, so it's easy to find later. First time only: tell Claude your name ("I'm Rawn") so it can tag your work — it only needs it once.

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)
ClickUp — tasks & projects
Automation (n8n) — building automations
GoHighLevel — CRM / campaigns
Fathom — meeting recordings

Need one turned on? Ask Flory — quick to set up.

Adding a new client (just ask)

No GitHub, no setup. Just tell Claude:

"Set up a new client account for [Client Name] — we do [e.g. PPC and SEO] for them."

Claude creates their memory from the standard template — ready in about a minute. Then point it at their meetings and docs to fill it in. (Anything hiccups? Ask Flory.)