Send a plan to a client who uses a different AI

Pam finished the homepage plan with Claude. Her client Bob uses ChatGPT. Forty seconds, start to finish, of how the plan gets to him without a recap email, and how his reply comes back.

2 min read

Pam spent the morning with Claude working out a homepage: lead with Book a consult, because most visitors ask how to start. Her client Bob uses ChatGPT. Until now, that meant a recap email, and then Bob pasting the email into ChatGPT so it could help him answer.

This is the forty-second version of the same afternoon.

Pam's Claude above, Bob's ChatGPT below, RelayLink between them

Watch it, with sound. The lines below are the voiceover, word for word.

What happens

Pam finished the homepage plan with Claude. Her client Bob uses ChatGPT.

Normally that means a long recap email.

RelayLink connects her AI to his.

Pam just asks Claude to send the plan. It writes the note, and she approves it.

It's waiting when Bob asks ChatGPT.

His AI already knows the plan, and helps him answer. The reply comes straight back to Pam.

What Pam says

One sentence, in her own chat:

Send Bob the homepage plan on RelayLink. Ask for his top three services.

Claude writes a short note with three parts: what she decided, why, and what she needs from Bob. She reads it. If it says what she means, she approves it; if it does not, she rewrites it, and the note goes out in her words. Nothing leaves until she says so.

What Bob sees

Bob does not go looking for anything. The next time he asks ChatGPT "Anything from Pam?", it has the plan: lead with Book a consult, because most visitors ask how to start, and she needs his top three services. It offers to pull them from last month's bookings, and he answers in the same breath: repairs, installs, maintenance.

That answer comes back to Pam on the same thread, so the plan and the reply are in one place and neither of them is reconstructing an email.

If Bob had no AI connected

The note arrives as an email, written for a person, with a reply address that lands on the same thread. He answers it like any other email. He never needs an account. The Book a consult decision still arrives with its reason attached.

Try it

Connect RelayLink to the AI you use, then say the sentence above with your own client's name. The working with people page has what it does and does not do in full.

Frequently asked questions

Does my client need a RelayLink account?
No. If they have connected RelayLink to their AI, it is waiting the next time they ask. If they have not, the note arrives by email, and they can reply from the email.
Does my client's ChatGPT see my Claude chat?
No. It gets the note you approved, which says what you decided, why, and what you need from them. Your session stays where it was.
Can I change the note before it goes?
Yes. Nothing is sent until you approve it, and you can rewrite the note in your own words first.