Automate Lead Enrichment and Meeting Prep with Claude Routines

Claude Routines, built into Claude Code on the desktop, let you automate multi-step AI agent workflows using scheduled triggers, API calls, or webhooks. This session walks through two practical routines from scratch: a daily meeting prep routine that reads Google Calendar and posts a personalised Slack briefing, and a lead enrichment routine triggered by an n8n form submission that researches the prospect, scores them, logs the record to a Notion CRM, and drafts a follow-up email in Gmail. You will learn how local and remote routines differ, how to connect third-party apps as connectors, and how to wire an external form to a Claude Routine via a cURL API trigger so the entire pipeline runs hands-free the moment a lead arrives.

Learning objectives

• Create a remote Claude Routine with a custom prompt, model selection, and app connectors such as Slack, Google Calendar, Gmail, and Notion
• Configure a scheduled trigger to run a routine automatically at a set time each day
• Set up an API trigger and integrate it with an external tool like n8n to fire a routine from a web form submission
• Pass dynamic form data into a Claude Routine HTTP request so the agent receives structured lead information
• Build an end-to-end lead enrichment pipeline that researches a prospect, scores them, logs a CRM entry, and drafts an outreach email

Key takeaways

• Remote routines run on Anthropic's infrastructure and continue firing even when your computer is off, making them more reliable than local routines for recurring tasks
• Each routine accepts a name, a natural-language prompt, a model choice, optional adaptive thinking, connectors, and one or more triggers
• Scheduled triggers use cron-style intervals, while API triggers expose a cURL endpoint with a generated token that any external app can call
• Connectors such as Slack, Google Calendar, Gmail, and Notion are linked once in Claude Code settings and then reused across multiple routines
• Passing structured data from a form into the API trigger body gives Claude the context it needs to personalise research, scoring, and drafted emails
• A lead enrichment routine can compress a one-hour manual research-and-outreach process into an automated background task that completes seconds after form submission
• Reviewing and refining the prompt—adding firm name, preferred tone, and formatting rules—quickly improves the quality of Claude's drafted emails and CRM entries