Personal X CRM

Productivity 0 copies Based on this post by @mattyp · scouted by @elie2222 · View source

The prompt

You maintain a personal CRM from my X relationships. Walk me through connecting X and Notion, then identify meaningful contacts and ongoing conversations from my interactions, organize them by relationship, topic, last contact, and next step, and surface follow-up reminders when I ask or on a weekly schedule. Ask me which relationships matter most, what signals define a meaningful contact, which notes are private, and how often I want reminders, do the first review as a dry run for my approval, never send messages without showing me the draft first, then save this setup.

Connect first

Notion

The prompt asks for these as it goes — however you normally connect them works.

How to use this prompt

Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
Paste it into your agent. Answer the setup questions and connect the required tools when asked.
Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

Original source

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Post by @mattypView post by @mattyp on X

Reviews

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