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I started DialPhone with a simple problem: business communication is fragmented. A typical team may use one tool for phone calls, another for SMS, another for meetings, another for fax, and a separate system for customer support. I wanted to explore what it would look like if those conversations lived in one system, with AI doing more than just transcribing them. I built DialPhone as an AI-native communications platform around that idea. The core is cloud VoIP, while the same platform also handles business SMS, video meetings, online fax, team chat, and contact-center workflows. On top of that, I added AI capabilities such as call transcription and summaries, CRM logging, AI-drafted SMS replies, conversation intelligence, and an AI receptionist that can answer calls, qualify requests, book appointments, and route conversations. The biggest architectural decision was to treat communication data as one connected stream rather than as separate products. A phone call can create CRM context, trigger a follow-up SMS, and become part of a customer-support workflow without someone manually moving information between systems. Along the way, I learned that adding AI to communications is not particularly useful if it only produces transcripts. The more interesting problem is turning conversations into actions: updating records, identifying next steps, helping agents during calls, and automating repetitive work. Step-by-step: 1. I identified the problem of business communication being fragmented across phone, SMS, meetings, fax, and customer-support systems. 2. I built DialPhone as an AI-native communications platform centered on cloud VoIP. 3. I brought business SMS, video meetings, online fax, team chat, and contact-center workflows into the same platform. 4. I added AI features for call transcription and summaries, CRM logging, AI-drafted SMS replies, conversation intelligence, and an AI receptionist. 5. I connected communication data so calls can create CRM context, trigger follow-up SMS messages, and become part of customer-support workflows. 6. I focused the AI capabilities on turning conversations into actions, including updating records, identifying next steps, helping agents during calls, and automating repetitive work.

My calendar is wall-to-wall meetings, so I built a Scheduled Claude Cowork task that automatically preps me for all of them (sort of like an AI Chief of Staff). Every morning, it scans my calendar, then pulls past emails, Slack, and my Granola notes for each call to build a context brief that takes 30 seconds to read before each meeting. It's simple and keeps me sharp for every meeting. Step-by-step: 1. I created a Scheduled Claude Cowork task that runs before my meeting day begins. 2. I had it scan my calendar and identify every meeting that needed preparation. 3. For each call, it pulled relevant past emails, Slack messages, and Granola notes. 4. I asked it to synthesize those sources into a short context brief with the information I would need in the room. 5. I read each brief in about 30 seconds immediately before the meeting.

I built a system that reads my AI newsletters every morning and turns them into a searchable catalog of AI tools, plus a chat website where I can ask questions about the catalog in plain English. The system has two parts: a workflow that collects the information and a website that answers questions about it. I subscribe to several AI newsletters, and each issue mentions five or ten interesting tools. I would read about one and think, “I should remember that.” Months later, I would vaguely remember it but have no quick way to find it. I wanted a repository of these AI tools that I could search easily. The collector is a scheduled Claude Code Routine that runs once a day. It searches Gmail for newsletters from the last 24 hours and reads each email in full. It extracts every AI tool’s name, description, category, official link if present, and source newsletter. It skips non-AI items and pure ads but keeps sponsors that are genuine tools. Before adding anything, it checks for duplicates. New tools are added under the appropriate category in alphabetical order. If an existing tool has fresh details, its description and “last updated” date are refreshed. Tools mentioned by three or more sources receive a “Highly Mentioned” tag, which is a useful signal for what is catching on. The workflow also creates categories when new tools do not fit into an existing one. The workflow commits and pushes the catalog to a private GitHub repository, then posts a summary to Slack. The catalog is a single Markdown file—plain text, human-readable, and versioned in Git, with no database. The chat website displays the tool count, category count, and last-updated date, along with clickable example questions. If I ask, “Is there anything for voice AI?” it returns a written answer listing every match with descriptions and working links. The site is a React single-page app on Netlify with two small backend functions: one returns the statistics, and the other handles chat. When I ask a question, the backend fetches the Markdown file from the private repository, sends it to Claude along with my question, and returns the answer. To recreate it, you’ll need a GitHub account, Netlify (the free tier is fine), an Anthropic API key, and Claude Code. The routine prompt is the most important part. It names the exact newsletters, lists the fields to extract, and explicitly says: never invent a URL, never delete an entry, and only add or update. Vague instructions produce files that degrade over time. I learned a few things the hard way. Newsletters deleted before the workflow runs may cause it to report “nothing new,” so the logic should also check Trash or Deleted items. Tokens expire, and mine quietly expired, which caused the search site to stop working. Choose a long expiration period and record the date. Also, explicitly say “never invent a URL,” or the workflow may produce plausible links that go nowhere. It now runs every morning without me. When I need something, I ask a question and get an answer in seconds instead of trying to remember which newsletter, and which month, mentioned the tool I’m thinking of. Step-by-step: 1. I created a private GitHub repository with a starter Markdown file containing “Last updated” and “Total tools” fields, category headings, and consistent fields for each tool. 2. I wrote a Claude Code Routine prompt that names the newsletters, specifies the fields to extract, and instructs the workflow never to invent a URL, never to delete an entry, and only to add or update tools. 3. I scheduled the routine to run daily with Gmail access. 4. Each day, the routine searches Gmail for newsletters from the previous 24 hours, reads them, extracts AI tools, skips non-AI items and pure ads, preserves genuine tool sponsors, and checks Trash or Deleted items when necessary. 5. The routine checks for duplicates, adds new tools alphabetically under the right category, updates existing tools with fresh details, creates categories when needed, and applies the “Highly Mentioned” tag to tools found in at least three sources. 6. The routine commits and pushes the Markdown catalog to the private GitHub repository and posts a summary to Slack. 7. I built the frontend with Vite and React, including a statistics header, a scrollable message list, an input box, and example questions. 8. I added two backend functions: one for statistics and one for chat, with the GitHub fetch handled by a shared helper with a short cache. 9. I created a fine-grained, read-only GitHub token limited to the single repository. 10. I deployed the site to Netlify with the required keys stored as environment variables rather than in the code. 11. When I ask a question, the backend fetches the Markdown catalog, sends it to Claude with my question, and returns the matching tools, descriptions, and links.

I have Claude connected to all my communication platforms (Slack, Notion, calendars, Granola, etc) and pulls a morning brief for me each day. I've curated so it provides me an interactive page each day with call prep, priority tasks, recommendations of tools to use to solve XYZ, recap of activities overnight, etc. Step-by-step: 1. I connected Claude to the communication platforms I use, including Slack, Notion, calendars, and Granola. 2. I defined the sections I wanted every morning: call prep, priority tasks, overnight activity, and recommended tools. 3. I had Claude gather the relevant updates from each connected source. 4. I asked it to turn the result into an interactive page instead of a long unstructured message. 5. I refined the brief over time so it consistently surfaced the information I actually use.

I have a Daily Brief agent on Codex with access to my Slack, Gmail, Notion, and Google Drive that checks everything that happened in the last 24 hours on request. It sends me the brief through Slack, and I do maybe 10% of the final manual editing. I also gave it several examples of before/after editing, so now it sends messages in my exact voice and style. Step-by-step: 1. I connected my Daily Brief agent in Codex to Slack, Gmail, Notion, and Google Drive. 2. I told it to review activity from the last 24 hours and pull out the items that actually needed attention. 3. I structured the output as a concise brief and had Codex deliver it through Slack. 4. I manually reviewed the draft and made the final edits before using it. 5. I gave the agent before-and-after examples of those edits so future briefs would sound more like my own voice.

After a sales call, the conversation is only part of the work. Someone still needs to write the notes, update the CRM, remember the next step, prepare the follow-up email, and make sure the deal does not disappear between meetings. I wanted that entire post-call process to happen automatically. I created an Awish workflow that starts when a sales call ends. It analyzes the conversation, extracts the important sales information, updates the CRM, creates the next actions, drafts a personalized follow-up email, and sends the team a short summary. The workflow looks for the information I would normally write down myself: what the prospect needs, the objections they raised, their timeline, agreed next steps, and anything that could affect the deal. Customer-facing actions stay under my control. The workflow prepares the follow-up, but I can review important messages before they are sent. Step-by-step: 1. I tell Awish what I want to happen after every sales call: analyze the conversation, update the CRM, prepare the follow-up, and notify the team. 2. Awish understands the request, plans the workflow, and determines which applications are needed. 3. I connect my meeting platform, HubSpot, Gmail, and Slack to the automation. 4. When a call ends, the workflow analyzes the transcript and extracts the prospect’s needs, objections, timeline, decisions, and agreed next steps. 5. It creates or updates the contact and deal in HubSpot and adds any follow-up tasks that came out of the conversation. 6. It drafts a personalized Gmail follow-up based on what was actually discussed instead of using a generic sales template. 7. It sends a short Slack summary to the team with the deal status, important points, and next action. Instead of a sales call ending as a transcript or a page of notes, it immediately becomes structured CRM data, clear next actions, and a follow-up that is ready to review. The useful shift for me is that the workflow is not replacing the sales conversation. It is handling everything that normally gets forgotten or delayed after the call.

As a fast-moving startup, many of our team's best ideas come from random Slack threads, but get lost and never fully hashed out. Instead of spending hours a day manually adding tasks to our databases, we used Notion's new Agents feature (rolling out soon for GA) and built an "AI Project Manager" that monitors Slack messages daily and logs tasks autonomously. Step-by-step: 1. I connected Notion’s Agents feature to the Slack conversations where team ideas usually appear. 2. I defined the kinds of messages that should become projects or follow-up tasks. 3. I scheduled the agent to review Slack messages every day. 4. I had it capture qualifying tasks in the team’s database automatically. 5. I used the database as the durable follow-up layer so promising threads did not disappear in chat history.

I’m a freelancer on Fiverr and Upwork. I use ClickUp to manage enquiries, projects, and deadlines, while Slack is my team communication tool. When I receive a high volume of enquiries, I sometimes miss replies to older orders. That can also cause me to overlook important messages and hurt my responsiveness. To address this, I created a workflow in Make.com. Every four hours, I receive alerts about relevant messages. Urgent priorities are marked in Slack, and pending follow-ups that need attention are highlighted. This helps me quickly reply to all relevant messages. Step-by-step: 1. I manage all Fiverr and Upwork enquiries, projects, and deadlines in ClickUp. 2. I use Slack for team communication. 3. I connected the workflow in Make.com to send alerts every four hours. 4. I mark urgent priorities in Slack. 5. I highlight pending follow-ups that require attention. 6. I use the alerts and highlighted messages to reply to relevant enquiries and orders promptly.