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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.
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.
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.
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.
| name | evergreen-follow-up-reminders |
| description | 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. |
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
actions.list (filter by status: pending)search_contacts with the touched: tokenget_contact for high-priority contacts| Priority | Criteria | Example |
|---|---|---|
| Urgent | Overdue action with a due date | "Send proposal to Kim — due 3 days ago" |
| High | Important contact not touched in 30+ days | "Haven't talked to your co-founder in 6 weeks" |
| Medium | Regular contact approaching stale threshold | "Coffee with Alex was 3 weeks ago" |
| Low | Weak tie worth maintaining quarterly | "Last saw Jordan at the conference 2 months ago" |
## Follow-Up List — Week of April 7
### Overdue Actions (3)
1. **Sarah Chen** — Send API documentation (due Apr 2) [High priority]
2. **Marcus Webb** — Intro to Jamie at Acme Labs (due Apr 4) [Medium priority]
3. **Lisa Park** — Review proposal draft (due Apr 5) [Medium priority]
### Stale Relationships (5)
4. **David Kim** — Last interaction: 45 days ago (meeting). Was discussing partnership.
5. **Rachel Torres** — Last interaction: 38 days ago (email). Offered to help with hiring.
### Cadence Check-Ins (4)
6. **Tom Bradley** — Quarterly check-in due. Last: Jan 15 coffee.
7. **Nina Patel** — Monthly sync overdue. Last: Mar 1 call.
| Relationship Type | Cadence | Token Filter |
|---|---|---|
| Close collaborators | Every 2 weeks | touched:>14d |
| Active network | Monthly | touched:>30d |
| Extended network | Quarterly | touched:>90d |
| Dormant (re-engage?) | 6+ months | touched:>180d |
Follow-Up Review:
- [ ] Overdue actions surfaced and prioritized
- [ ] Stale high-value contacts identified
- [ ] Context provided for each follow-up
- [ ] Actionable next step suggested for each
- [ ] List is manageable (5-10 items for the week)