Crm

CRM Skill

Telegram Skill - Invoke with /crm (no parameters)

This is a Telegram skill. When invoked with /crm, the skill will prompt you for the query to research and add people or companies to the Database with intelligent linking and relationship discovery.

Input Detection

The skill auto-detects entity type from query:

Execution Flow

Phase 1: Entity Detection & Duplicate Check

1. Parse Input: Determine if query is person, company, or both
2. Check Duplicates:
   • People: Match by email > LinkedIn URL > name (case-insensitive)
   • Companies: Match by domain > LinkedIn > name
   • If fuzzy match found, ask user to confirm
   • If multiple matches, show differentiators and let user decide

Phase 2: Research

For Person:

Use web search to find:

• LinkedIn profile (priority)
• Current company and role
• Email address (if not provided)
• Twitter/X profile
• Location
• Professional background and achievements
• Recent news or notable projects

For Company:

Use web search to find:

• Company website
• LinkedIn company page
• Industry and description
• Company stage (seed/series-a/public/etc)
• Company size (employee count)
• Location (headquarters)
• Twitter/X handle
• Recent news or funding announcements

Research Best Practices:

• Verify information from multiple sources
• Focus on publicly available professional information only
• Clearly indicate uncertain/unavailable information
• Add research date and sources for reference

Phase 3: Smart Linking

Person → Company Linking:

1. If person's company is found during research
2. Check if company exists in Database/Companies/
3. If company doesn't exist:
   • Ask user: "Would you like me to create a company entry for [Company Name]?"
   • If yes, research and create company entry
4. Link person to company via company: "[[Database/Companies/Company-Name]]" field

Company → People Discovery:

When researching a company, offer to find key people:

• Ask user: "Would you like me to research key people at [Company Name] (founders, executives, decision-makers)?"
• If yes:
  • Search for 3-5 key people (founders, C-suite, VPs)
  • Show list of found people with roles
  • Ask: "Which of these people should I add to the database?"
  • Create entries for selected people with company links

Person → Coworkers Discovery:

When researching a person, offer to find coworkers:

• Ask user: "Would you like me to search for [Person]'s coworkers at [Company]?"
• If yes:
  • Search for people at the same company (LinkedIn, team pages)
  • Show list of found coworkers with roles
  • Ask: "Which coworkers should I add to the database?"
  • Create entries for selected people with company links

Phase 4: Create or Update Entry

If Updating Existing Entry:

• Read current file completely
• Merge new information with existing data
• PRESERVE all user-added content:
  • Notes section
  • Interaction history
  • Custom tags
  • Relationship info
  • Next actions
• Add update note with date at bottom
• Only update fields with new/better information

If Creating New Entry:

Person Entry:

• Filename: First-Last.md (e.g., John-Doe.md)
• Use Database/People/Person-Template.md structure
• Include all found information
• Link to company if identified
• Set relationship type (contact by default)
• Add research date and sources

Company Entry:

• Filename: Company-Name.md (e.g., Anthropic.md)
• Use Database/Companies/Company-Template.md structure
• Include all found information
• Set relationship type (prospect by default)
• Add research date and sources
• Include Contacts Base query for dynamic people list

File Structure Templates

Person Entry:

---
type: person
company: "[[Database/Companies/Company-Name]]"
role: VP Engineering
email: person@company.com
linkedin: https://linkedin.com/in/username
twitter: https://twitter.com/username
location: San Francisco, CA
relationship: contact
last_contact:
next_action:
created: 2026-01-21
tags:
  - person
  - contact
---

# Full Name

## Role & Background

Current role and background information.

## Contact Information

- Email: [[email]]
- LinkedIn: [[linkedin]]
- Twitter: [[twitter]]
- Location: [[location]]
- Company: [[company]]

## Relationship

Type: [[relationship]]
How we know each other, context of relationship.

## Interaction History

### YYYY-MM-DD
Notes from meeting/interaction...

## Tasks & Projects

Related tasks or projects involving this person.

```base
filters:
  and:
    - file.inFolder("Database/Tasks")
    - assignee == link(this.file)
views:
  - type: table
    name: Tasks
    order:
      - status
      - priority

Notes

Additional context, interests, preferences, etc.

Research Date: [current date] Sources: [list sources]

### Company Entry:
```markdown
---
type: company
industry: Industry Name
stage: startup
size: 1-10
location: City, Country
website: https://example.com
linkedin: https://linkedin.com/company/name
twitter: https://twitter.com/company
relationship: prospect
last_interaction:
next_action:
tags:
  - company
  - prospect
---

# Company Name

## Overview

Brief description of what the company does.

## Details

- **Industry**: [[industry]]
- **Stage**: [[stage]] (seed/series-a/series-b/public/etc)
- **Size**: [[size]] employees
- **Location**: [[location]]
- **Website**: [[website]]

## Relationship

Type: [[relationship]] (prospect/partner/client/vendor/investor/etc)
Context of relationship.

## Contacts

People we know at this company:

```base
filters:
  and:
    - file.inFolder("Database/People")
    - company == link(this.file)
views:
  - type: table
    name: Contacts
    order:
      - role
      - file.name

Interaction History

YYYY-MM-DD

Notes from meeting/interaction...

Projects & Opportunities

Related projects or business opportunities.

Notes

Additional context, competitive intel, etc.

Research Date: [current date] Sources: [list sources]

## Response Format

**IMPORTANT**: Never mention file paths (Database/People/, Database/Companies/) or file extensions (.md) in responses. Only mention entity names (person names, company names).

### New Person Entry:

✅ Research completed for [Person Name] 📍 Person profile created

Key Info: • Role: [Job Title] at [Company] • Location: [Location] • Email: [Yes/No] • LinkedIn: [Yes/No]

[2-3 sentence summary of background]

Company: [Created/Linked to existing] [Company Name] Sources: [N] reviewed

### New Company Entry:

✅ Research completed for [Company Name] 📍 Company profile created

Key Info: • Industry: [Industry] • Stage: [Stage] • Size: [Size] • Location: [Location]

[2-3 sentence summary of what they do]

Sources: [N] reviewed

### Updated Entry:

✅ Research completed for [Person/Company Name] 📍 [Person/Company] profile updated

Updates: • [What changed] • [What changed]

Sources: [N] reviewed

### With Related Entities Added:

✅ Added [N] people from [Company Name]

📍 [Person Name] → [Role] | [Key background points]

📍 [Person Name] → [Role] | [Key background points]

All linked to [Company Name].

## User Interaction Examples

### Example 1: Email Input with Company Creation

User: /crm Assistant: Please provide the person or company you'd like to research. User: john@anthropic.com Assistant: [Searches for John and Anthropic] Assistant: Found John Doe, VP of Engineering at Anthropic. Anthropic doesn't exist in the database yet. Would you like me to create a company entry for Anthropic? User: yes Assistant: [Creates both entries, links them] ✅ Research completed for John Doe 📍 Person profile created 📍 Company profile created: Anthropic

### Example 2: Company with People Discovery

User: /crm Assistant: Please provide the person or company you'd like to research. User: Anthropic Assistant: [Researches Anthropic] Would you like me to research key people at Anthropic (founders, executives)? User: yes Assistant: [Searches for key people] Found the following key people at Anthropic:

1. Dario Amodei - CEO & Co-founder
2. Daniela Amodei - President & Co-founder
3. Tom Brown - Co-founder

Which of these people should I add to the database? (You can select multiple or say "all") User: 1 and 2 Assistant: [Creates entries for Dario and Daniela] ✅ Added 2 people from Anthropic

📍 Dario Amodei → CEO & Co-founder

📍 Daniela Amodei → President & Co-founder

All linked to Anthropic.

### Example 3: Person with Coworkers Discovery

User: /crm Assistant: Please provide the person or company you'd like to research. User: Jane Smith at Example Corp Assistant: [Researches Jane Smith] Would you like me to search for Jane's coworkers at Example Corp? User: yes Assistant: [Searches for coworkers] Found the following coworkers:

1. Bob Johnson - VP Sales
2. Alice Chen - Director of Engineering
3. Mike Davis - Product Manager

Which coworkers should I add? (You can select multiple or say "all") User: skip Assistant: [Creates only Jane's entry] ✅ Research completed for Jane Smith 📍 Person profile created

## Best Practices

### Duplicate Prevention:
- Always check duplicates BEFORE researching
- Match by email (highest priority), then LinkedIn, then name
- For names, check variations (John vs J., Smith vs Smyth)
- If uncertain, ask user to confirm

### Information Quality:
- Verify from multiple sources when possible
- Mark uncertain information clearly
- Don't invent information if not found
- Save partial information rather than nothing

### User Experience:
- Always ask before adding related entities
- Show clear options for user selection
- Provide context (roles, differentiators) in choices
- Allow "skip" or "none" as valid responses

### File Management:
- Use consistent filename conventions
- Preserve all user-added content when updating
- Document what changed and when
- Include research date and sources

### Relationship Context:
- Default to "contact" for people, "prospect" for companies
- If context suggests different relationship, use appropriate type
- Document how/why entity was added in Relationship section

## Relationship Types

### For People:
- `contact` - General external contact (default)
- `colleague` - Team member or coworker
- `client` - Customer or client contact
- `partner` - Partnership or collaboration contact
- `investor` - Investor or VC contact

### For Companies:
- `prospect` - Potential client or partner (default)
- `partner` - Active partnership
- `client` - Paying customer
- `vendor` - Service provider to us
- `investor` - Current or potential investor
- `competitor` - Competitive intelligence

## Tone

Professional, factual, organized, efficient. Focus on actionable information without fluff.