| name | people |
| description | Personal CRM and intellectual sparring tracker. Use when logging conversations, tracking debates, managing relationships, or working with People/ folder in Obsidian vault. Handles creating person files, updating threads, and surfacing stale discussions. |
People CRM
Personal relationship and intellectual sparring tracker in Obsidian.
Location
- Vault:
/Users/junaidrahim/Obsidian/Everything
- People folder:
People/
- Template:
People/_Templates/Person.md
Workflow
Junaid tells you about conversations → you handle all bookkeeping.
- Capture: When Junaid mentions a conversation, update the person's file
- Link: Add conversation log to daily note with
[[Person Name]] link
- Tag: Apply appropriate tags (
#open-thread, #changed-my-mind, #revisit)
- Surface: During heartbeats, check for stale
#open-thread tags (>2 months)
Person File Structure
#person
**Aliases:** [[Nick]], [[Nickname]]
**Topics:** #topic1 #topic2
**Met:** Context of how they met
**Context:** Brief description (role, relationship)
---
## Threads
<!-- Active intellectual threads, debates, ongoing discussions -->
- Topic X — current position, status #open-thread
## Notes
<!-- General observations, their perspectives, interesting takes -->
## Backlinks
<!-- Obsidian auto-surfaces via backlinks from daily notes -->
Tags
| Tag | Meaning |
|---|
#person | Base tag for all people |
#open-thread | Unresolved debate or discussion |
#changed-my-mind | They shifted Junaid's view on something |
#revisit | Worth circling back to later |
Daily Note Capture
Add to the daily note under a ### Conversations section:
### Conversations
- [[Person Name]] — topic discussed, their position, your position. #open-thread
Keep it to one line. The backlinks on the person's page auto-surface everything.
Creating New People
- Copy template from
People/_Templates/Person.md
- Fill in: aliases, topics, met, context
- Add initial notes if any
Heartbeat Checks
During heartbeats, periodically:
- Search for
#open-thread tags
- Check last modification date
- Nudge if no activity in 2+ months: "You haven't engaged with X on Y topic in a while"
Examples
Logging a debate:
- [[Shubhankar Khare]] — debated whether feature flags belong in code or config. He thinks config, I'm not convinced. #open-thread
Logging a mind-change:
- [[Phil Eaton]] — his post on testing changed my view on integration vs unit tests. #changed-my-mind
Marking for revisit:
- [[Aman Verma]] — mentioned interesting approach to distributed tracing. Get details next time. #revisit
