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47 lines
1.8 KiB
Markdown
47 lines
1.8 KiB
Markdown
# Personal CRM with Automatic Contact Discovery
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Keeping track of who you've met, when, and what you discussed is impossible to do manually. Important follow-ups slip through the cracks, and you forget context before important meetings.
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This workflow builds and maintains a personal CRM automatically:
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• Daily cron job scans email and calendar for new contacts and interactions
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• Stores contacts in a structured database with relationship context
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• Natural language queries: "What do I know about [person]?", "Who needs follow-up?", "When did I last talk to [person]?"
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• Daily meeting prep briefing: before each day's meetings, researches external attendees via CRM + email history and delivers a briefing
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## Skills you Need
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- `gog` CLI (for Gmail and Google Calendar)
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- Custom CRM database (SQLite or similar) or use the [crm-query](https://clawhub.ai) skill if available
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- Telegram topic for CRM queries
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## How to Set it Up
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1. Create a CRM database:
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```sql
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CREATE TABLE contacts (
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id INTEGER PRIMARY KEY,
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name TEXT,
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email TEXT,
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first_seen TEXT,
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last_contact TEXT,
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interaction_count INTEGER,
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notes TEXT
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);
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```
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2. Set up a Telegram topic called "personal-crm" for queries.
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3. Prompt OpenClaw:
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```text
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Run a daily cron job at 6 AM to:
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1. Scan my Gmail and Calendar for the past 24 hours
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2. Extract new contacts and update existing ones
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3. Log interactions (meetings, emails) with timestamps and context
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Also, every morning at 7 AM:
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1. Check my calendar for today's meetings
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2. For each external attendee, search my CRM and email history
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3. Deliver a briefing to Telegram with: who they are, when we last spoke, what we discussed, and any follow-up items
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When I ask about a contact in the personal-crm topic, search the database and give me everything you know.
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```
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