Multithread any deal in one Cowork session.

Scenario: after a call, your buyer mentions that the CISO and CEO will both weigh in. That is useful context, but only if you act on it quickly.

Using Claude + Via, you can pull those stakeholders from the transcript, find warm paths through your team and customer champions, and generate the exact Slack and email drafts needed to activate those paths.

In seconds, you learn your VP Sales worked with the CISO at Stripe, and one of your customers was a YC batchmate of the CEO.

Instead of sending a generic follow-up and hoping your champion forwards it, you now have two warm plays to expand the deal.

Example stack!

Via
Granola
Slack
Gmail

Post-discovery follow-ups — Acme

Find yesterday's Acme discovery call transcript. From the transcript, extract all people the buyer mentioned who may be involved in the evaluation, decision, implementation, approval, or budget process…

May 5
Pulled Acme discovery transcript · 7 stakeholders extracted · 2 with warm paths · 2 drafts ready for review

Pulling the Acme discovery transcript from Granola, extracting stakeholders the buyer mentioned, scoring each via Via for a warm path, then drafting outreach in Slack and Gmail for the ones with a usable path.

Granola — pulled transcript
Result Acme discovery, May 4 · 45 min

Via · FindTopConnectionPaths (batch)
Result 7 stakeholders · 2 with warm paths

Slack — drafted intro request
Result 1 message to Sarah Kim

Gmail — drafted intro email
Result 1 email to Daniel Sun

Stakeholders ranked · drafts ready for review

Stakeholder Role in deal Best warm path Source Next action
Priya Shah
CISO, Acme		 Security gate; must sign off Sarah Kim
Worked at Stripe together		 Team Circle Review Slack draft
Marcus Lee
CEO, Acme		 Exec sponsor for the tier Daniel Sun
YC W21 batchmate		 Customer Champion Review email draft

Four steps. One Claude conversation.

  1. Install the connectors, open Cowork, paste the prompt, review the drafts. A runbook — not an article.
  2. Install the MCPs in Claude.
  3. Open Claude Cowork.
  4. Paste this prompt in Cowork.

Heads up: this prompt assumes you've set up a Team Circle and a Customer Champions Circle in Via. You can do that directly from Claude — just ask Via MCP something like: "Create a Customer Champions Circle with the following LinkedIn URLs: [paste URLs]."

The prompt as it looks pasted into Cowork's composer.

Find yesterday's Acme discovery call transcript.

For each person, use Via MCP to find the warmest path through either:

  • My Team Circle
  • My Customer Champions Circle

Return a table with:

  • Person mentioned
  • Their likely role in the deal
  • Evidence from the call
  • Best warm path
  • Circle source
  • Recommended next action

Then draft the appropriate outreach:

  • For Team Circle paths: Draft a Slack message to the teammate asking them to ping the Acme contact directly.
  • For Customer Champion paths: Draft an email to the connector asking whether they'd be open to sending a short note to the Acme contact.

Claude returns every stakeholder the buyer named, the warm path to each, and a draft for each — a Slack to a teammate for Team Circle paths, a short vouch-note request email for Customer Champion paths. Always keep a human in the loop on personalized outreach.

Two things to do for every draft:

  1. Check for accuracy. Verify the trust signal Via cited (the past job overlap, the YC batch, the investor relationship), the role you're attributing to the stakeholder, the spelling of names. Drafts are starting points, not finished sends.
  2. Add the line only you could write. Claude has the transcript, but it doesn't have the side conversations, the body language, the gut read on what your champion will and won't endorse, or your voice. Drop in a detail Claude couldn't have known.

Other Via MCP workflows

Pair this with the rest of your motion.

  • Outbound: Build a warm outbound list.
  • Full stack: The agentic GTM stack.
  • Account scoring: Score accounts by warm-path strength.

Get started

Stop letting deals stall on a single thread.

Get the warm intros queued before your buyer's other priorities knock you out of cycle.