Personal Crm

Load Local Context

CONTEXT_FILE="/path/to/workspace/skills/personal-crm/.context"
[ -f "$CONTEXT_FILE" ] && source "$CONTEXT_FILE"
# Then use: $CRM_BOARD_ID, $OWNER_EMAIL, etc.

Personal CRM Skill

CRM נבנה על monday.com — ללא integrations חדשות. מבוסס על Calendar API + gog Gmail.

Board Structure

• Board: Personal CRM — the owner (ID in .context)
• Columns: Name | Email | Phone | Role | Last Contact | Next Meeting | Relationship | Notes | Last Topic
• Groups: Leadership | Team | External

Daily CRM Sync (run as part of morning-briefing or standalone cron)

Step 1 — Fetch today's calendar events

# Use Calendar API directly (gog CLI auth is broken — use credentials.json)
# See calendar-setup skill for full auth flow
ACCESS_TOKEN=$(...)  # refresh from /path/to/openclaw/.gog/credentials.json

TODAY=$(date -u +%Y-%m-%d)
TOMORROW=$(date -u -d '+1 day' +%Y-%m-%d 2>/dev/null || date -u -v+1d +%Y-%m-%d)

curl -s "https://www.googleapis.com/calendar/v3/calendars/netanelab%40monday.com/events?timeMin=${TODAY}T00:00:00Z&timeMax=${TOMORROW}T00:00:00Z&singleEvents=true&orderBy=startTime" \
  -H "Authorization: Bearer $ACCESS_TOKEN"

Step 2 — For each meeting attendee

1. Search CRM board by name/email
2. If found → update "Last Contact" to today, update "Last Topic" with meeting title
3. If not found → create new contact item
4. If meeting is upcoming (>now) → update "Next Meeting" date

Step 3 — Update monday.com

Use change_item_column_values tool:
- date_mm242bkk = Last Contact date
- date_mm24fnmn = Next Meeting date  
- text_mm24jwh8 = Last Topic (meeting title / email subject)

Pre-Meeting Briefing

Run before each meeting (integrate into morning-briefing skill):

For each meeting today with external attendees:

1. Fetch contact from CRM board
2. Pull: Last Contact, Last Topic, Notes, Role
3. Format briefing:

📋 Meeting Prep: [Meeting Title] at [TIME]

Attendees:
• [Name] — [Role]
  Last spoke: [Last Contact date] | Topic: [Last Topic]
  Notes: [Notes field]
  [No history] if first time

Send to the owner via WhatsApp before the meeting (30 min prior if possible).

Manual Query

When the owner asks "מה אני יודע על X" or "מתי דיברתי עם X":

1. Search CRM board by name (use get_board_items_page with searchTerm)
2. Return: Role, Last Contact, Next Meeting, Last Topic, Notes
3. If not in CRM → say so, offer to add

Adding a New Contact

When a new person appears in meetings or email:

1. Create item in board with: Name, Email/Phone (if known), Role
2. Set Last Contact = today
3. Set Last Topic = how they were encountered (meeting title or email subject)

Cron Setup

Add to morning-briefing or as standalone:

openclaw cron add \
  --name "crm-daily-sync" \
  --every 24h \
  --session isolated \
  --message "Run personal-crm skill: sync today's calendar events to CRM board, update Last Contact and Next Meeting for all attendees. If new contacts found, add them. Silent if no changes." \
  --timeout-seconds 120

.context File Template

# personal-crm/.context
CRM_BOARD_ID="18407279559"
OWNER_EMAIL="owner@company.com"
OWNER_PHONE="+1234567890"
GOG_CREDS="/path/to/openclaw/.gog/credentials.json"

# Column IDs
COL_EMAIL="email_mm24sjhq"
COL_PHONE="phone_mm244na6"
COL_ROLE="text_mm24dn6c"
COL_LAST_CONTACT="date_mm242bkk"
COL_RELATIONSHIP="color_mm24z8s8"
COL_NOTES="long_text_mm24yvyb"
COL_NEXT_MEETING="date_mm24fnmn"
COL_LAST_TOPIC="text_mm24jwh8"

Cost Tips

• Cheap: reading from monday.com board
• Calendar sync: once per day max (not per heartbeat)
• Pre-meeting briefing: only if meeting has external attendees
• No LLM needed for sync — only for generating briefing text