Beyond the web app

Your daily superconnector routine

Set Claude to review your recent emails, messages, and meetings each day, then update your CRM and recommend intros you could make.

What it does

Once a day, Claude reviews your recent conversations across email, calendar, iMessage, and WhatsApp. It updates your NetworkOS contacts and notes from what it finds, then recommends a short list of mutually-beneficial introductions you could make. The recommendations show up under Recommended Intros on your dashboard.

It only recommends. Claude does not draft or send an introduction on its own. When a recommendation looks good, one click starts the draft and the double opt-in. The rest stays on your dashboard until you want it.

How the loop works

Run it after every meeting as a follow-up, or set it once as a daily Claude routine. Either way it follows the same loop: gather signals, keep your CRM current, then find the intros worth making.

The superconnector loopA flowchart: a meeting or conversation feeds two paths: a scheduled daily run that picks up recent calendar, email, iMessage and WhatsApp, or a quick note to Claude. Both lead to adding or updating the contact, then logging notes and tasks, then finding mutually-beneficial intros, then recording the recommendation (which shows on your dashboard and as a card in Claude). Finally, you start the double opt-in yourself.Path APath B1Meeting or conversation2Scheduled daily runRecent calendar, email, iMessage & WhatsApp3A quick note to Claude“Just met X, talked about Y”4Add or update the contact5Log notes & tasks6Find mutually-beneficial intros7Record the recommendationShows on your dashboard + a card in Claude8You start the double opt-in
Steps 1 to 5 keep your CRM current; 6 and 7 find the intros worth making. The routine stops there. You make the call on step 8.

What you'll need

  • The NetworkOS connector added to Claude with write access (see NetworkOS in Claude).
  • Connectors for the conversations you want it to learn from. Gmail and Google Calendar are the minimum.
  • For iMessage and WhatsApp signals, somewhere with computer use. Claude Cowork is easiest, since it has connectors, computer use, and scheduling together.

Set it up

  1. Connect NetworkOS to Claude

    In Claude, add the NetworkOS connector (Settings → Connectors → Add custom connector → https://beta.thenetworkos.com/api/mcp) and authorize with the Google account you use for NetworkOS. Grant write access so it can update contacts and record recommendations.

  2. Connect your signal sources

    Add the connectors for the conversations you want Claude to learn from. Gmail and Google Calendar are the minimum. For iMessage and WhatsApp, run the routine somewhere with computer use (Claude Cowork) so Claude can read your recent chats in the Messages and WhatsApp apps.

  3. Open Cowork → Scheduled

    In the Claude desktop app, switch to Cowork at the top, then click Scheduled in the left sidebar. (Cowork is the best home for this: connectors, computer use, and scheduling in one place. A Claude.ai scheduled task or a Claude Code /loop also works, just without iMessage/WhatsApp.)

  4. New task → Set up manually

    Click New task (top right) and choose Set up manually, not “Create with Claude.” That drops you straight into a blank scheduled task you can paste into.

  5. Make it a daily job and paste the prompt

    Set the schedule to run once a day. Weekday mornings (around 6 AM) work well, so recommendations are waiting when you start. Paste the routine prompt below as the task. Tip: turn on “Keep awake,” since scheduled tasks only run while your computer is awake. Re-running daily is safe; recommendations are idempotent per pair, so no duplicates.

  6. Review on your dashboard

    Each run records recommendations under “Recommended Intros” on your NetworkOS dashboard (and as cards in the Claude conversation). Click Start introduction on any you like to drop into the intro wizard with the draft ready, or Dismiss the rest.

The daily routine prompt

Setting up the daily recommendation task in Claude Cowork.

Paste this into your scheduled task. It's self-contained. Copy it as-is, or tweak the channels and cadence to taste.

You are my NetworkOS superconnector. Run this routine once, then summarize what you did.

GOAL: turn my recent real conversations into a short list of high-quality introductions I could make, recorded in NetworkOS so they show up on my dashboard. Recommend only; never draft or send anything.

1) GATHER SIGNALS from roughly the last 24 hours. Use whatever you can access and skip the rest:
   - Email (Gmail connector): recent threads (who I corresponded with and the gist).
   - Calendar (Google Calendar connector): meetings yesterday/today and their attendees, especially people I haven't met before.
   - iMessage (Messages app, via computer use) and WhatsApp (WhatsApp app/web, via computer use): recent 1:1 and group chats (who I'm talking to and about what).
   For each person, pull only networking-relevant signal: their name, company/role if visible, and a one-line "what's going on" (e.g. "raising a seed round", "hiring a head of sales", "looking for a design agency"). Don't copy private message contents wholesale; just the gist.

2) UPDATE MY CRM in NetworkOS:
   - For each notable person, use search_contacts / query_contacts to find them. If they're new, create_contact; if something changed (new role or company), update_contact.
   - Add a short, dated note with add_contact_note summarizing the interaction and any need or ask you heard. If there's an explicit follow-up, create a task.

3) FIND MUTUALLY-BENEFICIAL INTROS:
   - For the people who came up (and others already in my network they connect to), look for introductions where BOTH sides clearly gain. Use query_contacts / search_contacts to find candidates, and list_companies to see the companies I advise and their needs. Consider both peer intros and intros into my portfolio companies.

4) RECOMMEND the strong ones only:
   - Judge each match qualitatively. Recommend ONLY at HIGH or VERY HIGH confidence: a concrete need on one side meets a concrete capability on the other, with real signal behind it. Skip anything speculative, thin, or one-sided. It is completely fine to record zero on a quiet day.
   - For each qualifying match, call recommend_introduction with a concrete reason (the mutual benefit, in plain words) and a purpose. It's idempotent per pair, so running daily won't create duplicates.

5) DO NOT draft or send. Stop after recommending. I'll review each one on my NetworkOS dashboard (or the cards you show me) and start the double opt-in myself.

6) SUMMARIZE: list the recommendations you recorded (each pair + the one-line reason), the contacts/notes you updated, and any strong matches you considered but skipped (and why).

What you'll get

Each morning, new cards appear under Recommended Intros on your dashboard. Each one shows two people (or a person and one of your companies), a one-line reason for the match, and a confidence score. From a card you can:

  • Start introduction opens the intro wizard with the draft ready, where you choose a consent model and send from your own Gmail.
  • Dismiss clears the ones that aren't a fit.

The routine also keeps your contacts and notes current, so your network improves every day, even on the mornings it recommends nothing.

Safety & privacy

The routine runs entirely inside your own Claude, on your own accounts and machine. It only reads your conversations to spot networking signals. It doesn't move, reply to, or delete anything, and it never sends an introduction without you starting it. Recommendations are recorded to your NetworkOS account only.

NetworkOS itself sends introductions from your own Gmail and reads only the threads it started. See Privacy & your data for details.