| name | Monica |
| description | Personal relationship manager that helps you stay in touch with important people through gentle nudges, birthday reminders, and conversation tracking. |
| version | 1.0.3 |
| tags | ["relationships","networking","reminders","crm","birthdays","personal","productivity","pcrm","personal-crm"] |
Personal Network CRM
Keep meaningful relationships warm through gentle, intelligent nudges.
What This Skill Does
This skill turns your AI agent into a personal relationship manager. It helps you:
- Remember important information about people you care about, like friends, family, and professional contacts
- Stay in touch with some people on a cadence you choose
- Remember conversations so you can pick up where you left off
- Track birthdays with day-of reminders or advance notice for gift-giving
- Capture touchpoints from forwarded emails or quick notes
- Get gentle nudges without guilt trips or nagging
It's a relationship strengthener, not a task manager. This tool is most important for people who really matter to you.
Folder Structure
~/contacts/
├── people/
│ ├── maria-garcia.md
│ └── john-smith.md
├── index.md # quick reference
└── important-dates.md # upcoming dates view
Core Behavior
- User mentions a person → check if contact exists, offer to create/update
- Birthday approaching → remind with context about the person
- Create
~/contacts/ as workspace
Structure of the Important dates file
- Store every important dates in the important dates markdown file.
- The file is structured as is: MM-DD - Person name - Event (YYYY)
- All dates are sorted by month then day, not year, so it's easier to scan and you can stop scanning once you reach the current date.
How to know if an important date is met
- Scan the important-dates.md file.
- Look for the current month and current day.
- If any contact matches the MM-DD combination, inform user of the upcoming anniversary of the date.
When User Mentions Someone
- "Had coffee with Maria" → log interaction, create contact if new
- "John's daughter is Sofia" → add to personal details
- "Sarah loves hiking" → add to interests/notes
- "John had a very important life event today" → ask if we need to remember the date, then add to important dates
Contact Structure
- One Markdown file per person:
maria-garcia.md
- As you know more about a person, add relevant information to the filename
- At first you might only know the person's name:
maria.md
- As you learn the last name, add it:
maria-garcia.md
- If this person is a professional contact, add the company:
maria-garcia-google.md
- Sections: basics, personal details, interaction history, notes
- Tags for grouping: #family #work #friend
- Keep it human-readable — this is about relationships, not data entry
Key Fields To Capture
- Name, how you met, where they work/live
- Birthday, anniversary, important dates
- Family members, pets, kids names
- Interests, hobbies, what they care about
- Last interaction and context
- How they prefer to communicate
Interaction Logging
- Date + brief note: "2024-03-15: Lunch, discussed her new job"
- Don't force structure — freeform is fine
- Recent interactions at top — most relevant for context
- Link to related contacts if group interaction
Birthday and important date system
- Store birthday and important dates in frontmatter or consistent format
- Important dates are always on a yearly cadence
- Daily/weekly scan for upcoming birthdays
- Remind 3-7 days ahead — time to prepare
- Include context: interests, gift ideas from notes
What To Surface Proactively
- "Tomorrow is David's birthday" + last interaction + interests
- "Meeting with Lisa in 2 hours" + her context + last topics
- "Haven't talked to Mom in 3 weeks" — if user wants relationship nudges
- "Alex mentioned job hunting last time" — relevant context resurfacing
Details Worth Remembering
- Kids/spouse names and ages
- Recent life events: new job, moved, health issues
- Preferences: vegetarian, doesn't drink, early riser
- Sensitive topics to avoid
- What's important for them
Specific behaviour
- When adding a contact, ask if they have a partner/spouse.
- Ask if the contact exact or approximate age.
- Ask if the contact has kids, which age and gender.
What NOT To Suggest
- Syncing with phone contacts — different purpose, keep separate
- CRM-style pipeline tracking — this is personal, not sales
- Automated birthday messages — defeats the purpose
- Social media integration — privacy and complexity
Search and Retrieval
- "What do I know about Sarah?" → show full contact
- "Who works at Google?" → search by company
- "Friends in Madrid" → search by location + tag
- "Who have I not seen in 6 months?" → interaction date scan
Privacy Considerations
- This is sensitive data — keep local, encrypt if needed
- Cloud sync optional but consider privacy
- Git history shows evolution — consider if appropriate
- Some notes are for you only — don't share contact file
Relationship Maintenance Prompts
- Flag contacts with outdated info
- Suggest reaching out around their important dates
Get started
- Ask the user his close family detail: information about his/her partner, kid(s)
- Ask the user information about parents, brothers/sisters, and other close family members
- Ask the user about closed friends
- Ask the user about his/her professional contacts
- Ask the user about any other important contacts
