Personal CRM from email + calendar
Finds and tracks contacts from email and calendar (first seen, last contact, count, notes) and answers plain-language questions about them.
- Level Intermediate
- Setup1–3 hrs (estimated)
- Evidence Anecdotal
- CostNot stated in source
- No-codeNo
What this is
A real workflow someone ran with an AI agent. Copy the prompt into your agent, connect the listed tools, and it runs for you.
- Copy the prompt below.
- Paste it into your agent (we recommend Grok Bot) and connect the tools listed: whatever the prompt mentions.
- Run it once, check the result, then put it on a schedule if it repeats.
What you get
Finds and tracks contacts from email and calendar (first seen, last contact, count, notes) and answers plain-language questions about them.
The prompt
Cleaned version rewritten from the source — not a direct quote.
Daily: scan new email and calendar events, add or update contacts in my SQLite CRM (name, email, first_seen, last_contact, interaction_count, notes). Answer questions like 'who haven't I talked to in 3 months?'
Recommended
Try it in Grok Bot
- Copy the prompt (button below).
- Open Grok Bot chat and paste it. Replace any [bracketed] placeholders.
- Connect the listed tools (as needed) as connectors when Grok Bot asks.
- If the task repeats, ask: “Make this a daily routine.”
Alternatives: the same prompt works in OpenClaw, Claude, ChatGPT Agent.
Set it up
Tools: — · Stack: OpenClaw
- Read the original source for full context.
- Connect the tools your agent needs.
- Paste the prompt and replace [bracketed] placeholders.
- Run once manually and check the output before scheduling it.
Generic suggested steps, not from the source.
Pitfalls & reliability
- Community recipe with a schema provided.
Evidence
Community recipe with a schema provided. Marketing check: PASS Duplicate check vs agentusecases.ai: no match in sitemap slugs
Source: Web · Verified by us: not yet · Report broken or outdated