Multithread any deal in one Cowork session.

In Claude, open Settings → Connectors → Browse connectors and add the four you'll need for this workflow. Via is currently in private beta, so you'll need to request access before it shows up in your directory. (Claude's menu labels can shift — if the path has moved, look for the connectors browser under your account or workspace settings.)

• Via — for the warm-path tool calls. Request access →
• Your call recorder — Granola, Fireflies, Otter, or Zoom. Whichever your team already uses.
• Slack — for drafting messages to teammates in your Team Circle.
• Your email client — Gmail or Outlook, for drafting vouch-note requests to your Customer Champions Circle.

Multi-tool workflows like this run more reliably in Claude Cowork than in regular chat. The agentic workspace handles four sequential tool calls without losing context, and gives you an audit trail of what each connector did.

Replace Acme with the prospect company. The prompt tells Claude to prioritize Team Circle paths first, fall back to Customer Champion paths, and draft only — nothing gets sent automatically. Uncertain matches go into a "Needs Review" section at the bottom for your eyes.

Heads up: this prompt assumes you've set up a Team Circle and a Customer Champions Circle in Via. You can do that directly from Claude — just ask Via MCP something like: "Create a Customer Champions Circle with the following LinkedIn URLs: [paste URLs]." Same pattern for the Team Circle.

Claude returns every stakeholder the buyer named, the warm path to each, and a draft for each — a Slack to a teammate for Team Circle paths, a short vouch-note request email to your champion for Customer Champion paths. Always keep a human in the loop on personalized outreach. The prompt is set up to draft only — nothing leaves your inbox or Slack until you press send. Two things to do for every draft:

• Check for accuracy. Verify the trust signal Via cited (the past job overlap, the YC batch, the investor relationship), the role you're attributing to the stakeholder, the spelling of names. Drafts are starting points, not finished sends — an inaccurate detail in a vouch-note request reads worse than no request at all.
• Add the line only you could write. Claude has the transcript, but it doesn't have the side conversations, the body language, the gut read on what your champion will and won't endorse, or your voice. Drop in a detail Claude couldn't have known — something your champion mentioned off the record, a callback to a past exchange that lives only in your DMs, or a phrase the recipient will recognize as you. That's what turns the draft into a message that actually lands.