/
© 2026 RiffOn. All rights reserved.
  1. How I AI
  2. How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier)
How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier)

How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier)

How I AI · Feb 2, 2026

Zapier's Reid Robinson reveals how to automate meeting prep, CRM updates, and feedback synthesis using MCPs in AI tools like Claude.

Zapier's Reid Robinson: Think of MCPs as 'App Integrations for Your AI Tools'

The technical term "MCP" (Model Component Provider) is confusing. It's simpler and more accurate to think of them as connectors that give AI tools access to knowledge within your other apps and the ability to perform actions in them.

How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier) thumbnail

How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier)

How I AI·17 days ago

Use Claude Projects to Provide Specific Instructions for AI Tool Orchestration

Go beyond using Claude Projects for just knowledge retrieval. A power-user technique is to load them with detailed, sequential instructions on how specific MCP tools should be used in a workflow, dramatically improving the agent's reliability and output quality.

How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier) thumbnail

How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier)

How I AI·17 days ago

Sync Physical and Digital Calendars by Photographing a Wall Calendar for an AI Agent

Bridge the physical-digital divide in family scheduling. Take a picture of a physical wall calendar and feed it to an AI agent like Claude. Using MCPs for Google Calendar, the agent can parse the image and automatically create or update digital events, even adding buffer time for travel.

How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier) thumbnail

How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier)

How I AI·17 days ago

Create Personalized AI-Powered Audio Prep Guides for a Loved One's Job Interviews

A powerful personal AI use case is creating interview prep materials. By feeding a tool like Google's NotebookLM with the job description, company info, and market context, you can generate a personalized audio summary that coaches an applicant, boosting their preparedness and confidence.

How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier) thumbnail

How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier)

How I AI·17 days ago

Agentic AI Workflows Offer Flexibility, but Deterministic Flows Excel at Long-Running Tasks

While agentic AI can handle complex tasks described in natural language, it often fails on processes that take too long (e.g., over seven minutes). Traditional, deterministic automation workflows (like a standard Zap) are more reliable for these long-running or asynchronous jobs.

How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier) thumbnail

How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier)

How I AI·17 days ago

Choose Google's Gemini Models for AI Workflows Involving Complex File Formats like PDFs

When building AI workflows that process non-text files like PDFs or HTML, consider using Google's Gemini models. They are specifically strong at ingesting and analyzing various file types, often outperforming other major models for these specific use cases.

How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier) thumbnail

How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier)

How I AI·17 days ago

Use AI to Propose New FAQs from Support Tickets, Creating a Self-Improving Knowledge Base

Create a virtuous cycle for your knowledge base. Use AI to analyze closed support tickets, identify the core issue and solution, and propose a new FAQ entry if one doesn't exist. A human then reviews and approves the suggestion, continuously improving the AI's data source.

How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier) thumbnail

How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier)

How I AI·17 days ago

Brainstorm AI Use Cases by Asking: "What Would a Perfect Team with Infinite Time Do?"

To find high-impact AI opportunities, reframe the goal from speed to quality. Ask what a perfect team with unlimited time would do. This helps identify transformative workflows, like analyzing every support ticket to improve documentation, rather than just doing existing tasks faster.

How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier) thumbnail

How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier)

How I AI·17 days ago