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Processes raw meeting notes into structured Evergreen CRM records — logs interactions, creates action items, adds new contacts, and updates notes. Use after any meeting, call, or conversation to capture everything in your CRM without manual data entry.
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 | processing-meeting-notes-for-evergreen |
| description | Processes raw meeting notes into structured Evergreen CRM records — logs interactions, creates action items, adds new contacts, and updates notes. Use after any meeting, call, or conversation to capture everything in your CRM without manual data entry. |
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
search_contactsinteractions.logactions.create for any commitmentscontacts.createnotes.append for relevant contactsrelationships.create if new connections were established| Element | What to Look For | Evergreen Action |
|---|---|---|
| Attendees | Names, titles, companies | Match or create contacts |
| Topics | Key subjects discussed | Include in interaction summary |
| Decisions | Agreed-upon outcomes | Note in interaction + notes |
| Action items | "I'll...", "You should...", "Let's..." | actions.create with due dates |
| New contacts | "You should talk to..." | contacts.create + flag for follow-up |
| Relationships | "Sarah works with Marcus on..." | relationships.create |
| Follow-ups | Next meeting, deadlines | actions.create with dates |
Raw meeting notes:
Call with Sarah Chen and Lisa Park from Meridian Health on Apr 5.
Discussed the API integration timeline. Sarah wants to start the
pilot in Q3. Lisa is handling the procurement side — she needs our
security questionnaire filled out by end of April.
They mentioned their new data engineer Raj Patel would be our main
technical contact. Sarah will send his details.
We agreed to:
- Send the security questionnaire by Apr 15
- Schedule a technical deep-dive with Raj once connected
- Sarah will share their data schema doc by next week
Processed into Evergreen:
1. interactions.log(sarah_id, {
type: "call",
summary: "Discussed API integration — Q3 pilot start. Lisa handling procurement. New tech contact Raj Patel joining."
})
2. interactions.log(lisa_id, {
type: "call",
summary: "Procurement discussion for API integration. Needs security questionnaire by end of April."
})
3. actions.create({
contact_id: lisa_id,
title: "Send security questionnaire to Lisa Park",
due_date: "2026-04-15",
priority: "high"
})
4. actions.create({
contact_id: sarah_id,
title: "Schedule technical deep-dive with Raj Patel (after intro)",
priority: "medium"
})
5. actions.create({
contact_id: sarah_id,
title: "Follow up if Sarah hasn't sent data schema doc by Apr 12",
due_date: "2026-04-12",
priority: "medium"
})
6. notes.append(sarah_id, "Apr 5 call: Q3 pilot confirmed. New tech contact: Raj Patel (data engineer). Lisa handling procurement.")
Post-Meeting Processing:
- [ ] All attendees identified and matched to contacts
- [ ] Interaction logged for each attendee
- [ ] All action items captured with owners and due dates
- [ ] New contacts created (or flagged for creation)
- [ ] Relevant notes appended to contact records
- [ ] Relationships updated if new connections established