TrustedRate AI End of Day Closeout Guide

What this is

This is your end-of-day check-in with Claude. At 6pm, you tell Claude how your day went. It asks you the loan officer end-of-day questions one at a time, then saves your answers so the team can find them later. The whole thing takes about five minutes.

A few things to know before you start:

• Claude is an AI assistant, a lot like ChatGPT — just a different one. You talk to it in plain language: you type, it types back.
• It does not already know your numbers. It only knows what you tell it. So when it asks how many dials you made, it’s asking you, not pulling it from somewhere.
• Nothing gets saved until you say so. You see everything first and approve it. You can’t break anything.

One more thing: this is a first draft we’re building together. We’re improving the system, not testing you — so if anything feels clunky or unclear, tell us. That’s how it gets better.

If you’ve never used Claude before, you’re in the right place. This guide walks you through every step.

Getting set up

Everything here is one-time, and we do all of it together on your kickoff call — so you’re never figuring it out alone. We’ll start with your two accounts and connecting them, then get to know Claude and finish the last couple of settings.

Two tools, one job each

Before the steps, the whole setup is really about two tools — and you’ll only ever touch one of them.

Both use the same work email, so everything lines up. The steps below get each one ready — we’ll walk them one at a time.

1. Your Claude account

Claude is where you’ll actually do your closeout each evening. You’ll get an invitation email from Anthropic (the company that makes Claude). Open it and click the button to join — this sets up your account.

There’s no password to remember, and you won’t be asked for a credit card — you’re on the company account, so there’s nothing for you to pay.

2. Your Attio account

Attio is where TrustedRate keeps its records, and it’s where your end-of-day check-ins get saved so leadership can see them. The good news: you’ll never have to open Attio or learn it. Claude is your whole experience — Attio just works quietly in the background. You only need an account so your check-ins save under your name.

You’ll get an email inviting you to TrustedRate’s Attio workspace.

• Open it and click to join.
• Set up your login — use the same email as your Claude account so everything lines up. Sign in with Google or set a password, your choice.
• That’s it. You don’t need to click around or set anything up inside Attio.

3. Connect Attio to Claude

This links the two, so your closeout can save. We’ll do it with you on the call, and it only happens once.

The exact permissions to set

Claude asks how much you want to let it do in Attio. TrustedRate uses one setup for everyone. Match every tool on your screen to this list — it lines up one-for-one with the screenshot. In short: reads stay on, your check-in note saves, and creating or changing records, tasks, or lists is off. Claude still shows you the note and waits for your yes in the chat before it saves.

Get to know your workspace

Now that your accounts are ready, here’s how Claude is organized — and the last two bits of setup. Once this clicks, your closeout is easy: it all happens in one place.

1. Star your project so it’s easy to find

You only do this once, and it’s the project you’ll lean on every evening. Open Projects from the left menu and find Team Workspace [Live]. (If you don’t see it right away, check the Shared with you or Team tab.)

Now star it, so it’s quick to get back to: click the three dots (the ⋮ in the corner of the project) and choose Star. Starred projects stay at the top, so you’ll find yours fast every evening.

2. Set the model to Sonnet 5, effort High

A “model” is just which version of Claude is answering you, and “effort” is how hard it thinks. You want a specific pair, and it takes two clicks.

Look at the bottom-right of the message box. It shows what you’re on now, something like Sonnet 5 · High. Click it.

• Make sure Sonnet 5 has a checkmark. (If it doesn’t, find it under More models.)
• Make sure Effort says High. (Click Effort to change it.)

Why bother: on the wrong model, or low effort, Claude can rush, skip a question, or get a detail wrong in your write-up. Sonnet 5 on High keeps it careful.

Your setup checklist

That’s everything, in one place — tick each off as you go.

Your end-of-day closeout

This is the part you’ll do every evening. Claude asks, you answer, you check it, you approve. About five minutes.

Your 6pm reminder is the cue

You don’t have to remember on your own. At 6pm your Google Calendar reminder buzzes — that’s your signal to do the closeout. There are two ways in:

Start it

Once you’re in your project, start a brand-new chat from inside it. One closeout, one chat. Don’t reuse yesterday’s. Remember: don’t use the New chat button (the + at the top of the menu) — that opens a chat outside your project.

Before you answer anything, glance at the bottom-right of the message box. It should say Sonnet 5, High. If it switched, change it back.

Then tell Claude you’re wrapping up. Say it however feels natural:

Other ways to start it: “I’m wrapped,” or “Log me for today.” Claude takes it from there.

Answer the questions

Claude asks the check-in questions one at a time. Just answer like you’re talking to a teammate.

• Short answers are fine. “Twelve dials, all tied to Sarah at Keller.”
• If nothing happened for a question, say “none” or “N/A.” That’s a real answer.
• Got something wrong? Just tell it: “Actually, change that to twelve.” It fixes it.
• Not sure what a question means? Ask Claude to say it a different way.

There’s no rush. Take your time. Claude waits for you.

Review and approve

When you’ve answered everything, Claude shows you the full write-up before it saves. Read it over.

• Check the answers are right.
• Fix anything by telling Claude what to change. It shows you the updated version again, so you can see your fix before saving.
• When it looks good, say “save it.”

Saying “save it” is the only thing that saves it. Until then, nothing is written down.

You’re done

After you approve, Claude saves your check-in and confirms it’s done. That’s it for the day. Neil, Joey, and Winston can see it on their end, and you don’t need to do anything else.

Need to add something later the same day? Open the project again and tell Claude what to add. It updates today’s check-in instead of starting a new one.

Good to know

Talking instead of typing

You don’t have to type if you’d rather talk. At the bottom-right of the message box there are two icons side by side. The first one, the microphone, is the one you want: tap it, say your answer, and Claude turns your speech into text.

The second icon, the one that looks like sound waves, is voice mode. Don’t use that one for your closeout. It’s a hands-free chat feature that can’t save your check-in. Stick with the microphone.

Don’t connect anything else

Attio is the one connection your closeout needs, and you set it up once (see “Getting set up” above). Beyond that, Claude never needs your email, your calendar, or any other account. If you ever see a prompt to connect Gmail, your email, or another app, skip it.

Usage limits

Claude has limits on how much you can use it within a few hours and across a week. On the company account you have plenty of room, and a five-minute closeout barely uses any of it.

If you ever see a message that you’ve hit a limit, nothing is broken. It resets on its own. Your answers are still in the chat, so you can come back and finish. You’d only run into this if you’re using Claude a lot for other things during the day.

If something goes wrong

Two moves, in order. First, ask Claude — tell it what happened and it can usually explain it or fix it on the spot. If something’s genuinely broken, then share the chat to the WhatsApp group and we’ll help.

Reporting a problem, or leaving feedback? Share the chat

Whether something went wrong or you just have a suggestion to make this better, the fastest way to help us is to show us your actual chat. Send it one of two ways.

Either way, add a line about what you were doing when it happened. We aim to reply within 24 hours.

Common snags, and quick fixes

Tap a question to see what to do.

FAQ

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