菜单
Generates a pre-meeting briefing from Evergreen CRM — contact profiles, interaction history, shared connections, open actions, and suggested talking points. Use before any meeting, call, or coffee chat to refresh your memory and show up prepared.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
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-meeting-prep |
| description | Generates a pre-meeting briefing from Evergreen CRM — contact profiles, interaction history, shared connections, open actions, and suggested talking points. Use before any meeting, call, or coffee chat to refresh your memory and show up prepared. |
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
get_contact for full profileinteractions.list (last 5-10)actions.list for open commitmentsget_contact_network for shared connections## Meeting Brief: [Contact Name]
**[Title] at [Organization]** | [Location]
**Tags:** [relevant tags]
### Relationship Summary
- How you met: [from notes]
- Introduced by: [from relationships]
- Relationship strength: [from interaction frequency]
### Recent Interactions
1. [Date] — [Type]: [Summary]
2. [Date] — [Type]: [Summary]
3. [Date] — [Type]: [Summary]
### Open Items
- [ ] [Pending action 1]
- [ ] [Pending action 2]
### Shared Network
- You both know: [mutual contacts from network]
- They were introduced by: [introducer]
### Suggested Talking Points
1. Follow up on: [topic from last interaction]
2. Ask about: [their current project/role from notes]
3. Mention: [relevant shared connection or interest]
4. Address: [any open action items]
### Notes
[Full contact notes from Evergreen]
Request: "I have a call with Sarah Chen in 30 minutes"
Briefing:
## Meeting Brief: Sarah Chen
**CTO at Meridian Health** | Atlanta, GA
**Tags:** healthcare, ai, atlanta, cto
### Relationship Summary
- Met at Atlanta AI Dinner (Sep 2025)
- Introduced by: David Kim
- Active relationship — 6 interactions in past 3 months
### Recent Interactions
1. Apr 3 — Email: Discussed API integration timeline, agreed on Q3
2. Mar 20 — Meeting: Deep-dive on data pipeline architecture
3. Mar 5 — Email: Shared healthcare AI benchmarks paper
### Open Items
- [ ] Send updated API pricing sheet (due Apr 10)
- [ ] Intro to your ML engineer for technical deep-dive
### Shared Network
- You both know: David Kim (DataTech), Marcus Webb (DataFlow)
- Sarah introduced you to: Lisa Park (Meridian Health, VP Product)
### Suggested Talking Points
1. Follow up on Q3 integration timeline — any blockers?
2. Ask about the patient data pipeline migration she mentioned
3. Discuss the ML engineer intro — ready to make it?
4. Share the updated pricing sheet
For meetings with multiple attendees, generate a brief for each person and add a section on group dynamics:
### Group Context
- Sarah and Marcus have worked together before (DataFlow was a Meridian vendor)
- Jamie hasn't met Sarah — potential intro opportunity
- All three are interested in healthcare data infrastructure
Meeting Prep:
- [ ] Contact profile reviewed
- [ ] Last 5+ interactions summarized
- [ ] Open actions identified
- [ ] Shared network mapped
- [ ] 3-4 talking points prepared
- [ ] Any deliverables ready to share