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Generates a weekly relationship management digest from Evergreen CRM — interactions logged, follow-ups completed vs missed, network growth, and a spotlight contact. Use for weekly reviews, accountability, or planning the week ahead.
默认使用会先检查来源的 Prompt；你也可以切换为直接命令，或下载本地副本。
决定是否安装前，请先阅读 SKILL.md，以及 SkillsMP 当前展示的配套文件。
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。
直接命令不会经过审查 Prompt；运行前请先检查来源。
npx skills add https://github.com/wdm0006/evergreen-skills --skill evergreen-weekly-report命令会保持在同一行。复制前请横向滚动并检查完整内容。
想先保存到本地？可下载 SkillsMP 当前能够提供的文件。
Generates a prioritized follow-up list from Evergreen CRM based on overdue actions, stale contacts, and interaction cadences. Use when planning your week, checking who needs attention, or building a daily outreach list.
Identifies dormant contacts in Evergreen CRM and drafts natural re-engagement messages. Use when you want to reconnect with people you haven't spoken to in months, revive stale relationships, or systematically re-engage your extended network.
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.
基于 SOC 职业分类
正在显示 SKILL.md
| name | evergreen-weekly-report |
| description | Generates a weekly relationship management digest from Evergreen CRM — interactions logged, follow-ups completed vs missed, network growth, and a spotlight contact. Use for weekly reviews, accountability, or planning the week ahead. |
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
get_activity_log, passing limit: 100 (its maximum; the default is 20). The tool has no date-range parameter — it returns the most recent entries and you select the week from them client-side, so the week is only fully covered if the response comes back under 100. At exactly 100 the log is truncated at the ceiling and the week may start before the oldest entry you got; there is no offset or cursor to reach further back, so say so instead of publishing counts you know are floorsget_contact_interactions for the period, passing limit: 50 (its maximum; the default is 10 per contact). This read has no pagination either — a contact returning 50 has more history than one call can reachlist_actions, passing limit: 100 (its maximum; the default is 50)get_overdue_actions and upcoming actions with get_actions_due_soonsearch_contacts, passing limit: 100 (its maximum; the default is 20)get_activity_log takes entityType and agentId; list_actions takes status and dueDateAfter/dueDateBefore) and state in the coverage line which reads hit their ceiling## Weekly Relationship Report — [Date Range]
_Coverage: 87 activity entries, 41 actions and 63 contacts read — no read came back
at its maximum, so the counts below are complete for the period. The activity log
has no date filter, so the week was selected client-side from those 87 entries._
### Activity Summary
| Metric | This Week | Trend |
|--------|-----------|-------|
| Interactions logged | 12 | +3 from last week |
| New contacts added | 4 | +2 from last week |
| Actions completed | 7 | Same as last week |
| Actions overdue | 2 | -1 from last week |
### Interactions by Type
- Meetings: 4
- Emails: 5
- Calls: 2
- DMs: 1
### Follow-Up Scorecard
- **Completed on time:** 7/9 (78%)
- **Overdue:** 2 (Send proposal to Kim, Intro Jamie to Stripe contact)
- **Created this week:** 5
### New Contacts
1. Raj Patel — Data Engineer, Meridian Health (via Sarah Chen)
2. Amy Liu — Product Manager, TechCorp (met at meetup)
3. [...]
### Notable Interactions
- Deep-dive meeting with Sarah Chen on API integration (progressing toward Q3 deal)
- Reconnected with Tom Bradley after 2 months (coffee scheduled)
- Introduced Marcus Webb to Jamie Rodriguez
### Spotlight: Contact Worth Investing In
**David Kim** — Your top introducer (8 intros), but you haven't
reached out in 45 days. He recently posted about launching a new
product. Consider a congratulatory message this week.
### Next Week Preview
- 3 pending actions due
- 5 contacts approaching stale threshold
- 1 overdue action from this week to carry forward
Weekly Report:
- [ ] Every read passed an explicit `limit` at the tool's maximum — `get_activity_log` 100, `get_contact_interactions` 50, `list_actions` 100, `search_contacts` 100 (never the defaults: 20, 10, 50, 20)
- [ ] Coverage line states what was read and whether any read came back at its maximum, which means truncation — none of these reads take an offset or cursor
- [ ] Activity entries filtered to the correct date range client-side (`get_activity_log` has no date parameter)
- [ ] Interaction counts broken down by type
- [ ] Follow-up completion rate calculated
- [ ] New contacts listed with source/context
- [ ] Notable interactions highlighted
- [ ] Spotlight contact selected with actionable suggestion
- [ ] Next week preview included