Use Terry from Claude
Connect in one click, then copy a sample prompt. Ten prompts for the everyday jobs, the same jobs by hand, and five tips to get the most from Terry.
Claude is the easiest way to use Terry. You ask for what you need in plain words, and Claude does the work in your workspace as you, through the same checks as the dashboard. Nothing sends until you have seen the exact words and said yes.
Connect in one click
- In Terry, open Settings and choose Claude.
- Press Connect Claude. Claude opens with Terry already filled in.
- Press Add in Claude, then sign in with your Terry email and password, not your Claude login.
- In a new chat, ask Claude for an overview of your Terry workspace. The Claude page then says Connected.
Using the Claude desktop extension, Claude Code or another tool? Press Other ways to connect on the same page. The full steps, and what to do if sign in fails, are in Connect Claude to Terry.
Once connected, try these
Copy a prompt, paste it into Claude, and change the names to your own. The Claude page has a Copy button beside each one.
| The job | Type this in Claude | What happens |
|---|---|---|
| What needs me today | "What needs me today in my Terry inbox?" | Claude reads your desk: replies waiting on you, drafts to approve and people to nudge. Nothing is sent. |
| Find and add leads | "Find ten office managers at dental practices in Denver and add the best fits to my prospects." | Claude shows who it found and adds only the people you pick. Nothing is sent until you say yes. |
| Research and score | "Research my newest prospects, score how well each one fits, and list the top five with one line on why." | Terry reads their public pages, scores each one and keeps the sources. Nothing is sent. |
| Draft a first email and review it | "Write a short first email to Dana Lee and show me the exact words before you save it." | Claude writes it, Terry checks it and holds it with your drafts to approve. It sends only after your yes. |
| Reply to a person | "Draft a reply to Sam Ortiz's last email and show me the words before you send it." | Claude reads the thread and writes the reply, Terry checks it, and it sends only after your yes. |
| Build a flow and test it on one person (admins) | "Build a three touch email flow from a starter and test it on me before anyone is enrolled." | Claude picks a starter, checks the flow and sends the test to your own address. Nobody is enrolled until you say yes. |
| Add a document to Terry's knowledge (admins) | "Add the attached document to Terry's knowledge so my agent can use it." | Claude adds it to your knowledge library, where you can see and change it. Nothing is sent. |
| See what is working | "What is working in my outreach over the last 90 days, and what should I change tomorrow?" | Claude reads reply rates by time, subject and flow and suggests one change. Nothing is sent. |
| Check credits | "How many AI credits do we have left this month?" | Claude reads your plan's credits and your own allowance. Nothing is sent. |
| Learn Terry | "Teach me Terry one step at a time, using my own workspace." | Claude walks you through your setup and the next thing to do. Nothing is sent. |
Claude asks before it changes anything. Before anything sends, it shows you the exact subject and words in the chat, or a link to the draft in Terry, and waits for you to say send. More ideas are in Prompts that work well.
Prefer to click?
Everything Claude does here, you can also do in Terry.
- Upload documents. On Knowledge, press Add knowledge and choose a PDF, Word or text file, or paste a web page address. How
- Import a list. On Prospects, press Add people, then Import a file, and say where the list came from. How
- Approve drafts. On Tasks, under Approve, read each draft waiting for you, then approve it, edit it, or reject it. The buttons are Approve and send and Reject. How
- Publish a flow. On Flows, start from a shape, press Step through, then Publish, and try it on yourself with Send it to me. How
Get the most from Terry
- Connect your mailbox first. Terry sends as you from your own address, and it reads replies there too.
- Add your documents. Your price sheet, your FAQ and your best emails make every draft sound like your company.
- Write a few rules. Three or four lines on what Terry must always or never say do more than a long prompt.
- Start in co pilot. Every draft waits for your yes until you trust what Terry writes.
- Check Home each morning. Home lists the replies waiting on you, the drafts to approve and the people to nudge.
Related
- Connect Claude to Terry
- What Terry in Claude can do
- Prompts that work well
- What Claude can and cannot do
In Classic
- The page is Settings, Claude Desktop. Connect Claude is at the top, and the prompts, Prefer to click? and the tips are below it.
- Drafts to approve are on Review: press Approve & send, edit the draft, or Reject.
- The desktop bundle and connect tokens are under Other ways to connect on the same page.