| name | evergreen-weekly-report |
| description | Generates a weekly relationship management digest from Evergreen CRM — interactions logged, follow-ups completed vs missed, network growth, and a spotlight contact. Use for weekly reviews, accountability, or planning the week ahead. |
Weekly Relationship Report
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
When to Use
- Sunday/Monday planning: "How did last week go and what's ahead?"
- Weekly accountability check on relationship management habits
- Before a 1:1 where you want to share networking activity
- Monthly roll-ups for tracking relationship investment over time
How It Works
- Pull recent activity with
get_activity_log for the past week
- List interactions logged with
interactions.list for the period
- Check actions with
actions.list — completed, overdue, and upcoming
- Search for new contacts added with
search_contacts
- Compile into a structured weekly digest
Report Format
## Weekly Relationship Report — [Date Range]
### Activity Summary
| Metric | This Week | Trend |
|--------|-----------|-------|
| Interactions logged | 12 | +3 from last week |
| New contacts added | 4 | +2 from last week |
| Actions completed | 7 | Same as last week |
| Actions overdue | 2 | -1 from last week |
### Interactions by Type
- Meetings: 4
- Emails: 5
- Calls: 2
- DMs: 1
### Follow-Up Scorecard
- **Completed on time:** 7/9 (78%)
- **Overdue:** 2 (Send proposal to Kim, Intro Jamie to Stripe contact)
- **Created this week:** 5
### New Contacts
1. Raj Patel — Data Engineer, Meridian Health (via Sarah Chen)
2. Amy Liu — Product Manager, TechCorp (met at meetup)
3. [...]
### Notable Interactions
- Deep-dive meeting with Sarah Chen on API integration (progressing toward Q3 deal)
- Reconnected with Tom Bradley after 2 months (coffee scheduled)
- Introduced Marcus Webb to Jamie Rodriguez
### Spotlight: Contact Worth Investing In
**David Kim** — Your top introducer (8 intros), but you haven't
reached out in 45 days. He recently posted about launching a new
product. Consider a congratulatory message this week.
### Next Week Preview
- 3 pending actions due
- 5 contacts approaching stale threshold
- 1 overdue action from this week to carry forward
Checklist
Weekly Report:
- [ ] Activity data pulled for the correct date range
- [ ] Interaction counts broken down by type
- [ ] Follow-up completion rate calculated
- [ ] New contacts listed with source/context
- [ ] Notable interactions highlighted
- [ ] Spotlight contact selected with actionable suggestion
- [ ] Next week preview included
Learn More
