Substrate
Keeps a living page per customer that Claude recalls on every prompt, synced from Gmail.
Substrate keeps one page per customer, kept current from your Gmail, Notion and files, so Claude Code, Cowork and Codex recall the relevant lines on every prompt instead of you re-explaining the same customer each time. Editing is direct: delete a line on a customer's page and Claude stops seeing it. You can try it without an account by uploading a few files or viewing an example; after that it's two weeks free with code LAUNCH26, then $20 a month.
What holds up
- +Delete a line and Claude stops seeing it — editing context is as direct as editing text
- +Try it with no account — upload files or see an example first
- +Two weeks free with LAUNCH26 before the $20/month charge starts
Mind the limits
- −$20/month ongoing cost just to keep customer context synced for Claude
- −Only syncs from Gmail, Notion and files — no mention of CRM or other data sources
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