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netanel-abergel
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personal-crm

Sync calendar events and emails to update contacts in a Monday.com-based CRM.

5|1|Updated Apr 1, 2026
Search Tags:#crm#gmail#calendar#contacts#pre-meeting#monday.com#daily-sync
One-click install
npx skills add https://github.com/netanel-abergel/pa-skills --skill personal-crm
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: personal-crm
Source: https://github.com/netanel-abergel/pa-skills/tree/main/skills/personal-crm
Command: npx skills add https://github.com/netanel-abergel/pa-skills --skill personal-crm

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about personal-crm

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

FAQPage Schema
How do I sync Gmail and Calendar events into a personal CRM automatically?▼

Daily CRM sync automatically updates contacts, last interactions, and upcoming meetings by pulling data from Gmail and Calendar API into a central Monday.com board. Cron scheduling can automate these daily runs.

What is the best way to prepare pre-meeting briefings from my contact history?▼

Pre-meeting briefings are generated by fetching contact details, last interaction dates, and notes from your synced CRM data. You can run these briefings manually or integrate them into a morning briefing.

Do I need a Monday.com board to use daily CRM synchronization for contacts?▼

Yes, daily CRM synchronization requires a Monday.com-based board to store contact data, along with Calendar API and Gmail integration and a local .context file for configuration.

Can I look up contact details on demand instead of running a full daily sync?▼

Yes, manual query capability lets you fetch specific contact details including role, last contact date, next meeting, and notes on demand without waiting for the full daily sync.

How does daily CRM sync handle new contacts encountered in emails or meetings?▼

The CRM sync automatically detects and adds new contacts when they are encountered in your synced meetings or emails, keeping your personal CRM data up to date.

What are the limitations of using a personal CRM sync with Gmail and Calendar API?▼

This CRM sync depends on continuous Gmail and Calendar API access plus a properly configured local .context file. Without optional cron scheduling, you must trigger daily updates manually.

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