Blueprint
add-contact skill + For tech leaders and go-to-market... Playbook
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the-executive-contact-memory.md
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What problem does this solve?
For tech leaders and go-to-market professionals who want to build their professional network the way top networkers actually do. The problem: relationships cool and reset to zero because the volume of contacts is too high and CRM systems get out of date. Manual approaches (Salesforce notes, Google contacts, human memory, chiefs of staff/EAs) don't scale well to keep full and current context on your key business relatinships. The outcome: relationships compound instead of cooling, because every interaction is anchored in genuine human context—hometown, family, last conversation, the thing they care about that nobody else asks. And your AI assistants will have full context as they help you communicate and follow up with your important business relationships.
How does it work?
Invoke the skill with a casual natural-language request like "add Sarah Chen at Anteriad to my contacts" or "refresh David Leinweber." The skill runs a 12-step pipeline behind the scenes: **Aggregation (parallel).** The skill scrapes nine sources simultaneously: Gmail (5-year lookback, extending to 10 years for long relationships), Calendar (past 6 months plus upcoming events), Granola (meeting transcripts), Slack 1:1 DMs (last 50 messages or 90 days), Slack channel mentions, ZoomInfo (verified work history and employment trajectory on a 90-day cache), G2 Marketplace (product reviews and vendor-alias awareness), LinkedIn via Claude Chrome Browser Plugin (live profile check plus connection status, drafted personalized connection requests), and Salesforce (dedup by email + name, Account parent-company retry). **Synthesis.** The skill builds a canonical contact record with structured sections: LAST TOUCHPOINT, LAST UPDATED, TYPE, Education, CAREER, G2 FOOTPRINT, MEETING HISTORY, RELATIONSHIP ARC, PERSONAL / FAMILY, OPEN LOOPS, and RELATIONSHIP. **Write to three audience-tiered destinations.** Google Contacts Notes (private, personal context only), JSON sidecar at `$COWORK_WORKSPACE/memory/contacts/<email>.json` (local cache for downstream skills), and Salesforce Contact fields (FirstName, LastName, Email, AccountId, Title, Description, LeadSource, Lead_Source_Detail__c, Phone, MobilePhone, LinkedIn_Profile__c—visible to anyone at your org with Salesforce access). Personal anchors stay in Google Contacts; business context goes to Salesforce. **Output.** You get an updated Google Contact with a full structured Notes block, a Salesforce record with verified phone and LinkedIn URL, a cached JSON sidecar for downstream skills (intro drafts, meeting prep, birthday reminders), and a personalized LinkedIn connection-request draft ready to paste if you're not already connected.
What's the biggest win?
After running the skill, you have full structured context on all professional contacts—personal anchors, career arc, recent touchpoints, relationship history—ready for the next call or meeting. Your AI assistant ecosystem inherits that context automatically (intro drafts, meeting prep, birthday reminders, one-on-one prep all read from the same contact file), so both you and your agents stay aligned on how to best engage and collaborate with everyone in your professional network. Relationships compound instead of cooling.
What should I know technically?
Runs best with Claude Desktop Cowork interace today to invoke this add-contact skill. You need a paid Claude plan plus licenses to the systems like Salesforce, Google Workspace, ZoomInfo, Slack, Confluence, Granola, to which you will make MCP calls to get full context on your relationships.
What are the constraints?
Be conscious that you may be capturing some private information from your communications with contacts and to only store that data in secure systems that meet the user's data privacy rights for their country of residence, your company's data privacy policies. and any industry specific privacy regulations that govern your business and user relationships.
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