Get ten sphere touches drafted every Monday with a scheduled Claude Cowork task
In Agent Intelligence issue #71, Matt Spangler reports that a weekly sphere check was the top request from 58 agents in his Claude class, then walks through a Cowork task that finds ten past clients not contacted in six months, drafts notes in the agent's voice, and flags birthdays and home anniversaries every Monday at 6 a.m.
At a glance
- Tools used
- Claude Cowork
- Category
- Lead follow-up & inside sales
- Audience
- agent
- Difficulty
- No-code setup
- Source
- Build Your Monday Sphere Agent | Agent Intelligence #71
Matt Spangler (Agent Intelligence) · Newsletter · Jul 31, 2026 - First step
- Export your past-client list with closing dates and last-contact dates into one folder for Cowork.
Suggested prompt
Written by this directory, inspired by the source. Replace the [bracketed] parts.
Using the contact files in [folder]: 1. Find 10 past clients or sphere contacts I have not spoken to in 6 months or more. For each contact, draft a short, warm note in my voice that references our last real conversation. 2. Give me 5 people to call this week, with two lines of prep on why now. 3. Flag birthdays and home closing anniversaries in the next 14 days and draft a one-line note for each. Put everything in one document named "Monday Sphere Brief [date]". Draft only. Send nothing.