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Researches and enriches Evergreen CRM contacts with publicly available information — LinkedIn details, company info, recent news, and shared context. Use when a contact has sparse details, before an important meeting, or when batch-updating stale records.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Parses recent Gmail activity and logs interaction summaries to Evergreen CRM contacts — without storing full email bodies. Use when you want to sync email activity to your CRM, update interaction history, or keep Evergreen current with your communications. Requires Gmail connected in Claude.
Parses unstructured text (email signatures, business cards, LinkedIn profiles, meeting notes) into structured Evergreen CRM contacts. Use when adding new contacts from raw text, importing contacts from emails or messages, or batch-creating contacts from event notes.
Generates a narrative summary of everything known about a contact in Evergreen CRM — how you met, what you've discussed, mutual connections, and pending threads. Use when you need to quickly refresh your memory before reaching out, replying, or meeting someone.
Drafts personalized follow-up emails and messages based on Evergreen CRM contact history, past interactions, and pending actions. Use when you need to write a follow-up email, thank-you note, check-in message, or any outreach to an existing contact.
Batch-processes contacts from a conference, dinner, or networking event into Evergreen CRM — creates records, tags them by event, and drafts personalized follow-up messages. Use after any event where you met multiple new people.
Generates a prioritized follow-up list from Evergreen CRM based on overdue actions, stale contacts, and interaction cadences. Use when planning your week, checking who needs attention, or building a daily outreach list.
| name | enriching-evergreen-contacts |
| description | Researches and enriches Evergreen CRM contacts with publicly available information — LinkedIn details, company info, recent news, and shared context. Use when a contact has sparse details, before an important meeting, or when batch-updating stale records. |
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
get_contact to see what's already knowncontacts.update to fill in missing fieldsnotes.appendtags.add_to_contact based on what you learn| Field | Sources |
|---|---|
| Title / Role | LinkedIn headline, company about page |
| Organization | LinkedIn, company website, news articles |
| Location | LinkedIn profile, company HQ |
| Background | LinkedIn summary, personal blog, conference talks |
| Recent activity | News mentions, blog posts, social media |
| Mutual connections | LinkedIn shared connections, event co-attendance |
Starting contact:
Name: Jamie Rodriguez
Email: jamie@acmelabs.io
(everything else blank)
After enrichment:
1. get_contact(id) → sparse record
2. Web search "Jamie Rodriguez acmelabs.io"
3. contacts.update(id, {
title: "VP of Engineering",
organization: "Acme Labs",
location: "San Francisco, CA"
})
4. notes.append(id, "## Research (2026-04-05)\n- VP Eng at Acme Labs (Series B, 50 employees)\n- Previously at Stripe (2019-2024)\n- Speaks at PyCon regularly\n- Interested in developer tools and open source")
5. tags.add_to_contact(id, ["engineering", "startup", "developer-tools"])
Enrichment:
- [ ] Existing data reviewed before overwriting
- [ ] Only publicly available information used
- [ ] Research date noted in appended notes
- [ ] Sources are credible (not outdated profiles)
- [ ] Tags updated to reflect new information