Relationship Review Skill
Run on the configured cadence.
Review Inputs
crm/contacts.jsoncrm/interactions.jsonlcrm/followups.jsonl- calendar meetings
- recent inbox/message interactions
- user priorities from
USER.md
Process
- Identify VIPs and high-priority contacts.
- Compute days since last meaningful contact.
- Find overdue follow-ups.
- Find commitments without owner/due date.
- Find relationships with missing context.
- Suggest warm follow-ups.
- Create drafts/tasks for approved categories.
- Write a review note to memory.
Output Format
# Relationship Review
## Needs Attention
- <person>: why, suggested action
## Follow-Ups Due
- <person>: due date, context
## CRM Hygiene
- missing fields / duplicates / stale records
## Suggested Drafts
- <recipient>: one-line purpose
Do not send messages without approval.