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Cimminelli1982
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crm-contact-intelligence

Generate structured Obsidian notes from CRM contact interaction reviews.

Updated Aug 27, 2026
Search Tags:#automation#integration#crm#obsidian#notes#data-aggregation#contact-review
One-click install
npx skills add https://github.com/Cimminelli1982/crm-frontend --skill crm-contact-intelligence
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: crm-contact-intelligence
Source: https://github.com/Cimminelli1982/crm-frontend/tree/main/docs/openclaw-skills/crm-contact-intelligence
Command: npx skills add https://github.com/Cimminelli1982/crm-frontend --skill crm-contact-intelligence

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Deep review and structured note creation for CRM contacts by aggregating all interactions into a single, up-to-date Obsidian note.

Core Features & Use Cases

  • Automated deep review of emails, chats, meetings, calls, and notes for each contact.
  • Create or update an Obsidian note under CRM/Contacts with a consistent, searchable structure.
  • Support first (full) reviews and incremental reviews to incorporate only new interactions.

Quick Start

Instruct the AI to perform a first review for a given contact and create a new Obsidian note in CRM/Contacts.

Frequently Asked Questions about crm-contact-intelligence

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

FAQPage Schema
How do I automate CRM contact reviews and save them as structured Obsidian notes?▼

Automated CRM contact reviews aggregate all emails, messages, meetings, and calls into a single structured Obsidian note. The process fetches interaction data from backend endpoints and saves comprehensive contact context under CRM/Contacts.

Can I update an existing Obsidian CRM note with only new contact interactions?▼

Yes, incremental reviews update existing Obsidian CRM notes by processing only new interactions. This supplements the initial full review, keeping contact records current without reprocessing entire interaction histories.

Do I need Supabase and backend endpoints configured to aggregate contact data?▼

Yes, contact data aggregation requires SUPABASE_URL, SUPABASE_KEY, and COMMAND_CENTER_BACKEND_URL configured via the /opt/openclaw.env setup. These endpoints fetch interactions and persist generated notes.

What is the best way to consolidate emails, chats, and meeting notes for a single contact?▼

Consolidating emails, chats, and meeting notes is best handled by automated deep review, which aggregates all interaction types into a searchable Obsidian note with a consistent structure.

Does the CRM contact intelligence aggregation work for first-time reviews and incremental updates?▼

Yes, the aggregation supports both full first reviews and incremental updates. First reviews create a new Obsidian note, while incremental updates append only new interactions to the existing contact note.

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