pipeline-review

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…

Bare /crm shortcut for the CRM plugin — looks up a person or organization in the CRM index.

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"…

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

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

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 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 wants to debrief and log an interaction, like "just met with X", "had coffee/lunch with X", "debrief X", "log meeting", "just got off a…