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Tracks and acts on life events and milestones for Evergreen CRM contacts — birthdays, work anniversaries, job changes, promotions, and personal milestones. Use when you want to stay on top of important dates and send timely, thoughtful messages.
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-life-event-tracker |
| description | Tracks and acts on life events and milestones for Evergreen CRM contacts — birthdays, work anniversaries, job changes, promotions, and personal milestones. Use when you want to stay on top of important dates and send timely, thoughtful messages. |
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
search_contacts and get_contactactions.create for upcoming eventsinteractions.lognotes.append when you learn new milestones| Milestone | How to Learn | Action |
|---|---|---|
| Birthday | Contact mentions it, LinkedIn | Annual reminder action |
| Work anniversary | LinkedIn notifications, notes | Congratulatory message |
| Job change | LinkedIn, news, email signature | Update record + congratulate |
| Promotion | LinkedIn, direct conversation | Congratulatory message |
| Company milestone | News, funding announcements | Acknowledge + discuss |
| Personal milestone | Direct conversation, social media | Thoughtful note |
| Speaking engagement | Conference listings, social media | Attend or congratulate |
When you learn about a milestone, record it in notes with a consistent format:
notes.append(contact_id, "## Milestones\n- Birthday: March 15\n- Started at Meridian: Jan 2024\n- DataFlow Series A: Oct 2025")
Create recurring actions for annual events:
actions.create({
contact_id: id,
title: "Birthday — send a note to Sarah Chen",
due_date: "2027-03-15",
priority: "medium"
})
Job change:
Saw you made the move to [Company] — congrats! [Role] sounds like
a great fit given your background in [area]. How are the first
few weeks going?
Promotion:
Just saw the news about your promotion to [Title] — well deserved!
I remember when you were telling me about [project]. Clearly
making an impact. Coffee to celebrate?
Funding round:
Congrats on the [round] — huge milestone for [Company]! I remember
when you were [earlier stage context]. Exciting to see the momentum.
Work anniversary:
[X] years at [Company] already! Time flies. Hope you're still
enjoying the [thing they mentioned liking about the role].
Life Events:
- [ ] Known milestones recorded in contact notes
- [ ] Reminder actions created for recurring dates
- [ ] Messages personalized with real context (not generic)
- [ ] Interaction logged after sending
- [ ] Contact record updated if milestone changes their profile (new title, new company)