work2026Internal tooling, evolving
Client project workspace
Structured client-project workspace for a Zoho consultancy.
work/2026
Overview
A structured personal repository for tracking client relationships across a Zoho consultancy practice: one folder per client, with standardized subfolders for meeting recaps, mail summaries, working notes, and contracts.
Claude Code skills automatically file Fathom meeting recaps and Gmail thread summaries into the right client folder, with hook-enforced privacy rules.
Highlights
- PreToolUse hook blocks access to private client notes
- Automated filing from Fathom and Gmail MCP connectors
- Standardized new-client scaffolding scripts
- Notes-only repo that links out to the project repos