Skill: netanel-abergel/heleni-personal-crm (version 1.0.0)

--- name: personal-crm description: "Personal CRM built on monday.com. Tracks contacts, last interactions, next meetings, and topics. Runs daily to update from Calendar + email. Delivers pre-meeting briefings as part of morning-briefing. Use when: someone asks about a contact, before a meeting, or during daily CRM sync." --- ## Load Local Context ```bash CONTEXT_FILE="/opt/ocana/openclaw/workspace/skills/personal-crm/.context" [ -f "$CONTEXT_FILE" ] && source "$CONTEXT_FILE" # Then use: $CRM_BOARD_ID, $OWNER_EMAIL, etc. ``` # Personal CRM Skill CRM נבנה על monday.com — ללא integrations חדשות. מבוסס על Calendar API + gog Gmail. --- ## Board Structure - *Board:* Personal CRM — Netanel (ID in .context) - *Columns:* Name | Email | Phone | Role | Last Contact | Next Meeting | Relationship | Notes | Last Topic - *Groups:* Leadership | Team | External --- ## Daily CRM Sync (run as part of morning-briefing or standalone cron) ### Step 1 — Fetch today's calendar events ```bash # Use Calendar API directly (gog CLI auth is broken — use credentials.json) # See calendar-setup skill for full auth flow ACCESS_TOKEN=$(...) # refresh from /opt/ocana/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 Netanel via WhatsApp before the meeting (30 min prior if possible). --- ## Manual Query When Netanel 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: ```bash 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 ```bash # personal-crm/.context CRM_BOARD_ID="18407279559" OWNER_EMAIL="[REDACTED_SECRET]" OWNER_PHONE="+972548834688" GOG_CREDS="/opt/ocana/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


Security scan verdicts — ClawScan: suspicious | static analysis: clean | VirusTotal: clean | SkillSpector: suspicious (HIGH)