OC-201a · Module 2

Personal CRM

2 min read

Have OpenClaw download all your emails daily, parse contacts, filter out noise, and build a relationship graph automatically.

A daily cron job downloads Gmail and calendar data, extracts people from senders and participants, deduplicates and merges contact records, classifies roles using a fast cheap model (Gemini 2.5 Flash), updates timelines and last-touch dates, does semantic indexing, and sends you updates via Telegram. You can then ask natural language questions like "Who did I last talk to at Company X?"

Every morning, OpenClaw checks your calendar and generates meeting prep briefs using your CRM data — who you're meeting, what you last discussed, what they want to talk about.

First thing each morning, the system looks at your calendar, filters out internal-only meetings, and for each external meeting generates a brief: "You're meeting with X. Here's the last thing you talked about. Here's what they want to discuss. Here's who they are." It cross-references your CRM contact history, email threads, and meeting notes automatically.

Ask questions like "Who else do I know at this company?" or "When did I last talk to X?" and get instant answers from your AI-powered CRM.

Because contacts are stored with both SQL structure and vector embeddings, you can query naturally: "Who was the last person I talked to at Graphite and what did we discuss?" The system searches across contact records, email history, meeting transcripts, and communication timelines to give you a comprehensive answer.