메뉴
Monitors news and web mentions for Evergreen CRM contacts and their companies — funding rounds, product launches, press coverage, job changes. Use to surface timely conversation starters and stay informed about your network's activities.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
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-news-alerts |
| description | Monitors news and web mentions for Evergreen CRM contacts and their companies — funding rounds, product launches, press coverage, job changes. Use to surface timely conversation starters and stay informed about your network's activities. |
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
search_contacts (filter by tags like "investor", "founder", or specific orgs)get_contact for name, organization, and contextnotes.appendactions.create for timely conversation startersinteractions.log| Signal | Search Strategy | Value |
|---|---|---|
| Funding rounds | "[Company] funding" or "[Company] raises" | High — great congratulations hook |
| Product launches | "[Company] launches" or "[Company] announces" | Medium — shows you follow their work |
| Press coverage | "[Person name] [Company]" | Medium — reference in conversation |
| Job changes | "[Person name] joins" or LinkedIn activity | High — update record + congratulate |
| Speaking / Writing | "[Person name] talk" or "[Person name] blog" | Medium — shows genuine interest |
| Awards / Recognition | "[Person name] award" or "[Company] recognized" | High — easy congratulations |
| Company milestones | "[Company] customers" or "[Company] growth" | Medium — conversation starter |
Monitoring your top 10 contacts:
## News Digest — Week of April 7, 2026
### Notable Finds
1. **DataFlow** (Marcus Webb's company)
"DataFlow raises $12M Series A led by Sequoia"
→ notes.append(marcus_id, "Apr 2026: DataFlow raised $12M Series A (Sequoia)")
→ actions.create({ title: "Congratulate Marcus on Series A", priority: "high" })
2. **Sarah Chen** (Meridian Health)
Published a blog post: "How We Rebuilt Our Data Pipeline in 6 Months"
→ notes.append(sarah_id, "Apr 2026: Published blog on data pipeline rebuild")
→ Good reference for your next conversation
3. **Jamie Rodriguez** (Acme Labs)
LinkedIn shows new title: "VP of Engineering" (was Senior Engineer)
→ contacts.update(jamie_id, { title: "VP of Engineering" })
→ actions.create({ title: "Congratulate Jamie on VP promotion", priority: "medium" })
### No News Found
- Tom Bradley, Lisa Park, David Kim, Priya Sharma (4 contacts)
Last checked: Apr 7, 2026
### Suggested Outreach This Week
1. Marcus Webb — Congratulate on funding (time-sensitive)
2. Jamie Rodriguez — Congratulate on promotion
3. Sarah Chen — Reference her blog post in your next email
| Contact Tier | Frequency | Rationale |
|---|---|---|
| Close collaborators (top 10) | Weekly | Stay current on people who matter most |
| Active network (top 50) | Bi-weekly | Catch major news |
| Extended network | Monthly | Spot big events only |
| Pre-meeting | On demand | Always check before a meeting |
News Monitoring:
- [ ] Target contacts selected (by tag, tier, or specific list)
- [ ] Web search performed for each contact/company
- [ ] Notable findings recorded in contact notes with date
- [ ] Contact records updated if profile changed (new title, company)
- [ ] Outreach actions created for timely hooks
- [ ] "Last checked" date noted to avoid duplicate searches