// Manage client relationships. USE WHEN user asks about clients, follow-ups, client emails, or who needs attention.
Query and sync Granola meetings to Obsidian vault. Use when user mentions Granola, meeting transcripts, or wants to sync meeting notes. Reads from local cache - no API needed.
Query data from this vault. USE WHEN user asks about projects, clients, tasks, daily notes. Use grep to extract frontmatter - do NOT read full files.
Daily and weekly review workflows. USE WHEN user says "morning routine", "evening routine", "weekly review", "start my day", "end of day".
Create, update, delete, and list tasks via HTTP API. USE WHEN user wants to create tasks, mark done, update status, or manage tasks.
| name | client |
| description | Manage client relationships. USE WHEN user asks about clients, follow-ups, client emails, or who needs attention. |
Manage clients using Clients/ folder.
| Say | Does |
|---|---|
| "Who needs follow-up?" | Shows clients needing attention |
| "Tell me about [name]" | Client context and history |
| "Draft email to [name]" | Personalized follow-up email |
| "Add client [name]" | Creates new client file |
workflows/check-followups.mdworkflows/draft-email.mdworkflows/add-client.mdClient files live in Clients/*.md with frontmatter:
---
type: client
name: Sarah Chen
email: sarah@example.com
company: TechStartup Inc
stage: active # lead, active, customer
next_action: 2026-01-10
next_action_note: Follow up on proposal
last_contact: 2026-01-05
---
List all clients:
ls Clients/*.md
Find who needs follow-up:
grep -l "next_action:" Clients/*.md | while read f; do
echo "=== $(basename "$f" .md) ==="
grep -E "^(next_action|next_action_note):" "$f"
done
Find by stage:
grep -l "stage: lead" Clients/*.md