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Client Context

Community

Unified client view from all sources.

Marketing & Sales#email#crm#notion#client management#data aggregation#calendar#dossier
Authorthecloudtips
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill consolidates scattered client information from various platforms (CRM, email, calendar, documents) into a single, comprehensive client dossier, eliminating the need to manually cross-reference data.

Core Features & Use Cases

  • Multi-Source Data Aggregation: Gathers data from Notion CRM, Gmail, Google Calendar, and Google Drive.
  • Deduplication and Conflict Resolution: Merges data intelligently, prioritizing authoritative sources.
  • Completeness Scoring: Assesses the quality and completeness of the aggregated client data.
  • Use Case: Before a client meeting, you can ask the AI to "Tell me everything about Acme Corp," and it will instantly provide a detailed dossier covering their profile, recent communications, upcoming meetings, open action items, and key documents.

Quick Start

Load the client context for 'Acme Corp' by asking the AI to tell you everything about them.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Client Context
Download link: https://github.com/thecloudtips/founder-os/archive/main.zip#client-context

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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