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Client Context

Aggregate client data from Notion, Gmail, Calendar, and Drive into a unified dossier.

18|7|Updated Mar 11, 2026
Search Tags:#email#crm#notion#client management#data aggregation#calendar#dossier
One-click install
npx skills add https://github.com/thecloudtips/founder-os --skill client-context
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Client Context
Source: https://github.com/thecloudtips/founder-os/tree/main/plugin/skills/client/client-context
Command: npx skills add https://github.com/thecloudtips/founder-os --skill client-context

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill consolidates scattered client information from various platforms (CRM, email, calendar, documents) into a single, comprehensive client dossier, eliminating the need to manually cross-reference data.

Core Features & Use Cases

  • Multi-Source Data Aggregation: Gathers data from Notion CRM, Gmail, Google Calendar, and Google Drive.
  • Deduplication and Conflict Resolution: Merges data intelligently, prioritizing authoritative sources.
  • Completeness Scoring: Assesses the quality and completeness of the aggregated client data.
  • Use Case: Before a client meeting, you can ask the AI to "Tell me everything about Acme Corp," and it will instantly provide a detailed dossier covering their profile, recent communications, upcoming meetings, open action items, and key documents.

Quick Start

Load the client context for 'Acme Corp' by asking the AI to tell you everything about them.

Frequently Asked Questions about Client Context

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create a unified client dossier from Notion CRM, Gmail, and Google Calendar?▼

Client data aggregation combines information from Notion CRM, Gmail, Google Calendar, and Google Drive into a single dossier. It uses multi-source data gathering, deduplication, completeness scoring, and fuzzy matching to ensure comprehensive and accurate client profiles.

What is the best way to consolidate fragmented client data from email and CRM?▼

The best way to consolidate fragmented client data is using multi-source gathering across Notion CRM, Gmail, Google Calendar, and Google Drive. The Skill performs deduplication and conflict resolution, prioritizing authoritative sources to merge information intelligently into a unified dossier.

Do I need API access for Notion, Gmail, Google Calendar, and Google Drive to aggregate client information?▼

Yes, comprehensive client data retrieval requires access to Notion, Gmail, Google Calendar, and Google Drive APIs. This access enables the Skill to gather, deduplicate, and synthesize fragmented client information into a unified dossier.

Can I assess the quality and completeness of aggregated client profiles?▼

Yes, the Skill includes a completeness scoring feature that assesses the quality and completeness of aggregated client data. This evaluates the unified dossier gathered from Notion CRM, Gmail, Google Calendar, and Google Drive to identify missing information.

How does fuzzy matching work when merging client data from Google Drive and Notion?▼

Fuzzy matching works by performing cross-source data comparison to identify and link related client information across Google Drive, Notion, Gmail, and Calendar. It enables accurate deduplication and conflict resolution when exact data matches are unavailable.

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