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Person and company dossiers in a personal CRM v1.0.0

Use this resource to keep the person and company dossiers of a personal CRM up to date

New

  • 416 downloads
  • 143 likes
  • 132 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install personal-crm-entity-dossiers

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent extracts entities from meeting notes, updates each dossier's summary and appends events to the timeline. It also prepares meetings and answers who someone is. You get up-to-date dossiers in a gbrain-compatible format.

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Updated November 2, 2026

Card for the “Person and company dossiers in a personal CRM” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: dossier convention, folders, links and agent behaviors
  • SKILL.md: optional gbrain CLI use and templates
  • plugin.json: pack configuration

Good fit for

  • You track prospects, clients or partners in notes
  • You want to prepare a meeting from the latest exchanges

Not for

    Tags

    • crm
    • dossiers
    • meetings

    About

    You say

    “Prepare my meeting tomorrow with Claire Dupont from her latest exchanges.”

    Card for the “Person and company dossiers in a personal CRM” skill

    Skill published by inkeep under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to keep the person and company dossiers of a personal CRM up to date
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • plugin.json0.3 KB
    • SKILL.md6.5 KB

    Origin and licence

    Listed unmodified

    Author
    inkeep
    Source
    github.com/inkeep/open-knowledge-skills/tree/6f2713963010ac24d6cf5c17cfda4876eb73defd/skills/starter-packs/personal-crm/personal-crm
    Licence
    MIT

    Notice

    « personal-crm » (inkeep, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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