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---
title: "Personal CRM with Automatic Contact Discovery"
type: source
tags: []
date: 2026-04-17
---
## Source File
- [[raw/Agent/usecases/personal-crm.md]]
## Summary
- 核心主题AI Agent 自动构建和维护个人 CRM 系统
- 问题域:联系人跟踪、会议准备、关系管理
- 方法/机制:每日 cron job 扫描邮件和日历、自然语言查询、每日会议准备简报
- 结论/价值:自动化关系管理,永不遗漏重要跟进和会面背景
## Key Claims
- AI Agent 可通过每日 cron job 自动扫描 Gmail 和 Calendar 获取新联系人和互动记录
- 自然语言查询能实现"关于 [人] 我知道什么?"、"谁需要跟进?"等查询
- 每日会议前自动准备简报,汇总外部参会者的背景、历史互动和待跟进事项
## Key Quotes
> "Keeping track of who you've met, when, and what you discussed is impossible to do manually." — 手动跟踪联系人及互动内容不可行
## Key Concepts
- [[Cron Jobs]]:定时任务调度机制
- [[上下文记忆]]AI Agent 保留对话历史和关系上下文的能力
## Key Entities
- [[gog]]Gmail 和 Google Calendar 的 CLI 工具
- [[Telegram]]:即时通讯应用,用于接收 CRM 查询和简报
- [[SQLite]]:轻量级数据库,用于存储联系人结构化数据
- [[OpenClaw]]AI Agent 管理工具
## Connections
- [[OpenClaw]] ← runs ← [[Cron Jobs]]
- [[gog]] ← provides ← Email/Calendar Data
- [[Telegram]] ← delivers ← Meeting Briefings
## Contradictions
- (暂无)