Workflow contract
What this starter gives you
- Pulls recent interactions for key contacts
- Summarizes relationship context and open loops
- Produces brief-ready notes for upcoming meetings
01-30 · Foundation set
Personal CRM Lite
Builds a lightweight contact memory system from recent email and calendar activity.
gogsummarizenotion
Measure the first run
Key KPI
- Pre-meeting prep time
- Follow-up completion rate
- Missed commitments per month
Trust boundary
Security notes
- Restrict output delivery to private channels.
- Keep Gmail scopes minimal.
Start safely
Read the guide, inspect the sample, then run a narrow draft.
Verify the listed skills, use a small source window, keep output draft-only, and add human approval before any external write or outbound message.