The result to aim for
Brandon Muller, an accountant at Axiome Associés (South of France), connected Claude to Pennylane and Microsoft 365: a routine prepares a draft answer for every customer email, ad class and prospect without a plug, and nothing leaves without it.
What was done
OSERIA (Pablo Goffinet, 9 October 2026), three meetings recorded (6:51 a.m.). He was already using Claude for estimates, reporting and internal management. August 28: Claude space, API Pennylane (balance of a client read then possible action), CRM Twenty, method folders for forecasting. September 23: permission to write Microsoft 365 released with computer software; a generated draft; a prospect email filed without an answer. Separate tool: converting an export of management software to the Pennylane import frame ("as soon as I drop it, it creates the right frame for me"). Onboarding client: not yet processed. No time saved is published.
Before you start
Tool cited by the source: Claude. Fill in the bracketed items: [coller], [coller 5 lignes]. Strip confidential data that is not needed and check your tool’s access terms. Features and plans can change.
The method, in three steps.
Gather the context
Spot the bracketed items in the prompt (
[coller],[coller 5 lignes]) and prepare what they ask for.Adapt the prompt
Copy the prompt below, replace the bracketed items, then paste it into Claude.
Reread before using
Reread the result, correct it if needed and keep the final decision. Caveats are detailed below.
Your starting point.
Replace the bracketed items, then adapt the proposal to your situation. This prompt is written by the iadujour desk It is not a quotation from the source.
Customer mail (no name, no liasse): [coller]. Background file (facts): [coller 5 lignes]. Propose a draft of 100 words. Say the source down if you rely on the context. Invent no maturity or balance.
What deserves your attention
Proof level: Testimony published by an identified source. Source checked on 10 November 2026. Use described by the source, not tested by the desk. Original summary written by iadujour.fr: figures and claims are the source’s; the prompt is a desk proposal, not a quotation.
Useful skills
Official skills on the same task, paired by the desk: they are not part of the described case.
- Configure Geist, Vercel's default typography, in Next.jsOpenAI · Expert guide for Geist, Vercel's default typographic system and font family, for specific Next.js interfaces.
Comments.
A field note, a question, a precision on this use case? Comments are reviewed before publication.
Published comments
Loading comments…
Leave a comment
Moderation charter. Every comment is reviewed before publication. We refuse hate speech, insulting or discriminatory language, advertising, spam and promotional links, off-topic posts and other people’s personal data.