菜单
Drafts double-opt-in introduction emails connecting two Evergreen CRM contacts. Use when someone asks for an introduction, when you spot a mutually beneficial connection, or when facilitating networking between contacts.
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.
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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 | drafting-warm-introductions |
| description | Drafts double-opt-in introduction emails connecting two Evergreen CRM contacts. Use when someone asks for an introduction, when you spot a mutually beneficial connection, or when facilitating networking between contacts. |
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
get_contact for full profilesinteractions.listget_contact_networkinteractions.logrelationships.create (type: "introduced_by")Step 1: Permission ask (to each party separately)
Subject: Quick intro — [Name] at [Company]?
Hey Sarah,
I've been talking with Marcus Webb, who's building a real-time analytics
platform at DataFlow. Based on what you've told me about Meridian's
data infrastructure challenges, I think you two would have a lot to
discuss.
Would you be open to an intro? Happy to connect you over email.
Step 2: Introduction email (after both agree)
Subject: Intro — Sarah Chen <> Marcus Webb
Sarah, Marcus — excited to connect you two.
Sarah is the CTO at Meridian Health, building out their healthcare
data pipeline. Marcus is the founder of DataFlow, focused on
real-time analytics infrastructure.
I think there's a natural overlap in the data pipeline space that
would make for a great conversation.
I'll let you two take it from here!
Step 3: Log in Evergreen
1. interactions.log(sarah_id, type: "email", summary: "Introduced to Marcus Webb (DataFlow) — data pipeline overlap")
2. interactions.log(marcus_id, type: "email", summary: "Introduced to Sarah Chen (Meridian Health) — data pipeline overlap")
3. relationships.create({
contact_id: sarah_id,
related_contact_id: marcus_id,
type: "introduced_by",
notes: "Connected re: data infrastructure — Apr 2026"
})
| Element | Why |
|---|---|
| Both parties opted in | Respect and trust — never blind-intro |
| Clear reason for connecting | Not just "you should know each other" |
| Brief context on each person | Save them the Googling |
| Specific overlap highlighted | Give them a starting point |
| Graceful exit | "I'll let you two take it from here" |
Warm Introduction:
- [ ] Both contacts' profiles and history reviewed
- [ ] Mutual benefit clearly identified
- [ ] Double-opt-in obtained before sending intro
- [ ] Introduction email includes context on both parties
- [ ] Interaction logged for both contacts
- [ ] Relationship created in Evergreen