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personal-crm

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Daily CRM updates for contacts and meetings.

Personal & Entrepreneur#crm#gmail#calendar#contacts#pre-meeting#monday.com#daily-sync
Authornetanel-abergel
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Solves disorganized contact history and missed meeting context by automatically syncing calendar events and emails into a central personal CRM.

Core Features & Use Cases

  • Daily CRM sync from Calendar API and Gmail to update contacts, last interactions, and next meetings.
  • Pre-meeting briefings delivered as part of morning-briefing to prepare for external meetings.
  • Manual query capability to fetch contact details (role, last contact, next meeting, notes) on demand.
  • Add new contacts when encountered in meetings or emails.
  • Cron-based automation for daily CRM updates.

Quick Start

Run the daily CRM sync to update contacts from Calendar and Gmail, then use the pre-meeting briefing for upcoming meetings.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: personal-crm
Download link: https://github.com/netanel-abergel/pa-skills/archive/main.zip#personal-crm

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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