personal-crm

What This Skill Does

The Personal CRM skill for OpenClaw acts as your private, AI-powered memory assistant. Built to integrate directly with Feishu/Lark Bitable, this skill helps you maintain meaningful relationships by tracking essential details about the people in your life. Whether it is tracking professional networking history or managing personal milestones like birthdays and anniversaries, the skill ensures you never miss a connection.

It features an "Auto Setup" mechanism that intelligently provisions your Bitable workspace, pre-configuring specific fields for birthdays, lunar calendar support, contact history, and professional details. By keeping your data in your own Bitable, you maintain full ownership and portability while leveraging OpenClaw's automation to surface reminders and record interactions.

Installation

1. Install the skill via terminal: clawhub install openclaw/skills/skills/andrelyl/person-crm
2. Configure your Feishu application credentials and Bitable details in ~/.openclaw/openclaw.json.
3. If you prefer to start fresh, simply say "Initialize Personal CRM" to your OpenClaw agent, and it will handle the database structure creation for you.
4. Ensure your Feishu App has the necessary API permissions enabled in the Feishu Developer Console to access Bitable read/write functions.

Use Cases

• Professional Networking: Keep track of your last meeting, discussed topics, and follow-up items with clients or colleagues to ensure you maintain consistent communication.
• Personal Milestones: Receive proactive reminders for birthdays and anniversaries, with special support for Chinese lunar dates.
• Contextual Recall: Ask the agent for information about a specific contact before a meeting, allowing you to quickly review their city, company, or previously mentioned interests.
• Relationship Management: Maintain categorized lists of relationships, such as "Mentor," "Lead," or "Friend," allowing you to filter and prioritize your reach-outs.

Example Prompts

• "Initialize Personal CRM to get everything set up for my contacts."
• "Add a contact: Zhang San, Relationship: Friend, Birthday: 1995-05-20, mark as lunar birthday."
• "Who do I need to reach out to this week based on my interaction history?"

Tips & Limitations

• Data Privacy: All data is stored within your personal Bitable instance. Ensure your Feishu workspace is secured properly.
• Lunar Dates: When inputting birthdays, specify if it is a lunar date so the system can calculate the correct annual reminder.
• Maintenance: Regularly update your interactions table after meetings to ensure your CRM data remains accurate and helpful for future queries.
• Limitations: The skill currently requires active internet access to communicate with the Feishu API. Ensure your environment is configured with stable connectivity.