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Generates a weekly relationship management digest from Evergreen CRM — interactions logged, follow-ups completed vs missed, network growth, and a spotlight contact. Use for weekly reviews, accountability, or planning the week ahead.
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-weekly-report |
| description | Generates a weekly relationship management digest from Evergreen CRM — interactions logged, follow-ups completed vs missed, network growth, and a spotlight contact. Use for weekly reviews, accountability, or planning the week ahead. |
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
get_activity_log for the past weekinteractions.list for the periodactions.list — completed, overdue, and upcomingsearch_contacts## Weekly Relationship Report — [Date Range]
### Activity Summary
| Metric | This Week | Trend |
|--------|-----------|-------|
| Interactions logged | 12 | +3 from last week |
| New contacts added | 4 | +2 from last week |
| Actions completed | 7 | Same as last week |
| Actions overdue | 2 | -1 from last week |
### Interactions by Type
- Meetings: 4
- Emails: 5
- Calls: 2
- DMs: 1
### Follow-Up Scorecard
- **Completed on time:** 7/9 (78%)
- **Overdue:** 2 (Send proposal to Kim, Intro Jamie to Stripe contact)
- **Created this week:** 5
### New Contacts
1. Raj Patel — Data Engineer, Meridian Health (via Sarah Chen)
2. Amy Liu — Product Manager, TechCorp (met at meetup)
3. [...]
### Notable Interactions
- Deep-dive meeting with Sarah Chen on API integration (progressing toward Q3 deal)
- Reconnected with Tom Bradley after 2 months (coffee scheduled)
- Introduced Marcus Webb to Jamie Rodriguez
### Spotlight: Contact Worth Investing In
**David Kim** — Your top introducer (8 intros), but you haven't
reached out in 45 days. He recently posted about launching a new
product. Consider a congratulatory message this week.
### Next Week Preview
- 3 pending actions due
- 5 contacts approaching stale threshold
- 1 overdue action from this week to carry forward
Weekly Report:
- [ ] Activity data pulled for the correct date range
- [ ] Interaction counts broken down by type
- [ ] Follow-up completion rate calculated
- [ ] New contacts listed with source/context
- [ ] Notable interactions highlighted
- [ ] Spotlight contact selected with actionable suggestion
- [ ] Next week preview included