crm

Use whenever the user mentions the CRM or wants to find someone's record — "crm", "check the crm", "is X in the crm", "look up X", "pull up X", "find X", "X's…

Use when the user wants upcoming important dates across all contacts, including "any birthdays coming up", "key dates", "important dates", "upcoming…

Comprehensive individual intelligence gathering combining internal sources (Gmail, Limitless recordings, transcripts) with extensive OSINT (LinkedIn…

Use when the user wants CRM quality scoring and audit findings, including "CRM health check", "audit my CRM", "how complete are my files", "dossier quality"…

Use when the user needs networking prep for an event, like "prep me for [event]", "who do I know there", "conference prep", "gala prep", "I'm going to…

Use when the user wants intro routes to a person or company, like "who can introduce me to X", "path to X", "how do I get to X", "connection chain to [org]"…

Use when the user needs gift or gesture recommendations, like "what should I get [name]", "gift ideas for [name]", "[name]'s birthday is coming up", "gift…

Use when the user needs guidance responding to major life events, including "[name] just [life event]", "[name]'s [relative] passed away", "[name] got…

Use when the user wants a pre-appointment family health brief, including "medical briefing for [name]", "[name] has a doctor appointment", "prep me for…

Use when the user asks for a cross-family medical overview, such as "family health check", "health dashboard", "how's the family doing health-wise", "any…

Use when the user asks for a full family-member wellbeing brief, including "brief me on [family member]", "family update on [name]", "how's [name] doing"…

Use when the user asks for portfolio-wide deal pipeline status, like "pipeline review", "what deals are active", "what's in play", "deal pipeline", "show me…