people-crm

Auto-build relationship profiles by capturing meeting notes, emails, and Slack threads into person records. The system extracts names, emails, roles, and interaction history, then generates a quick lookup view so you always have instant context for every contact.

Look up anyone instantly by asking for their profile to retrieve their organization, role, notes, and last interaction context. This relationship lookup delivers a prep brief with thread associations and enriched background data for immediate meeting readiness.

Track last interaction history automatically across emails and Slack threads by updating person records with timestamps and thread associations. Every write regenerates the contact view, ensuring you always know what you last discussed with each contact.

Enrich new contact records automatically through a one-shot pipeline that triggers when a person is first added. The system populates fields like aliases, org associations, and role, then surfaces the enriched context in briefings and profile lookups.

Prep briefs for external dinners and meetings are handled directly using person records and relationship context. Internal team status and direct report queries are excluded, as those require a separate team-intelligence layer that extends the same contact data.

Auto-generated person records focus on CEO-facing relationship context and exclude general team status or scheduled call prep without named individuals. The system does not trigger on generic meeting prep requests, requiring a specific person's name to build a relationship brief.