crm-llm

Ingest Gmail and Calendar activity into staged CRM decisions, relationship updates, and safe activity writes using context-aware matching and review queues.

Scan the crm-logic repository for private CRM data leakage and guide conservative sanitization. Use when asked to audit, scrub, anonymize, remove from Git history, or verify that private vault data, real CRM counterparties, personal emails, source refs, staging outputs, or migration artifacts have not slipped into tracked repo content or reachable Git history.

Create a nightly CRM task report listing overdue tasks and tasks due in the next few days from CRM_DATA_PATH/Tasks, grouped by overdue/upcoming, date, status, and priority, and save it as a Markdown report.

Reconcile CRM task completion state with Google Tasks in a narrow, review-aware utility workflow while keeping the local vault as the source of truth.

Log a scheduled or unscheduled meeting from meeting notes, usually from a Google Doc or transcript, by finding the related CRM records, updating or creating the matching Activity, inferring concrete follow-on Tasks with due dates, and refreshing index.md/log.md/dashboard artifacts.