# Your inbox is already a CRM

From the tuitiv free library: tuitiv.ai/free/crm

## Set-up steps

1. **Have Claude Cowork set up with a project.** You need the Claude desktop app, a project, and that project pointed at one folder on your computer. If that isn't done yet, the Starter Pack walks you through it: tuitiv.ai/free/setup.
2. **Switch off two privacy settings first.** Settings, then Privacy: "Help improve our AI models" off, "Location metadata" off. Grey, not blue. You're about to connect your inbox, so do this before, not after.
3. **Connect your email.** Settings, then Connectors, then Gmail or Outlook. It's the only connector you need for this.
4. **Start with three months, not twelve.** Paste prompt 01 into a new task in your project, but change "twelve months" to "three months" the first time. You'll see how it sorts people before you let it loose on a year.
5. **Correct it once, then run the full year.** Open crm.csv, fix any wrong categories, and add the rules it missed to the prompt ("anyone at acme.com is a client"). Run prompt 01 again for twelve months. It keeps your edits.
6. **Build the dashboard and schedule the nudge.** Prompt 02 builds the dashboard; bookmark it. Then Scheduled tasks, new task, Mondays at 8am, paste prompt 03.

## The prompts

### 01. Build the CRM

Reads your inbox and writes one row per relationship.

```
Scan my email for the last twelve months. Build me a CRM of every person I've had a real two-way exchange with. Ignore newsletters, receipts, notifications, and anyone who only emailed me once without a reply.

For each person: name, email, organisation, category (client, prospect, supplier, partner, friend, other), what we last discussed in one line, the date of our last exchange, and who wrote last.

Save it as crm.csv in this project folder. If crm.csv already exists, keep any edits I've made and add to it rather than starting again.

Then give me a short list of anyone I haven't been in touch with for over 90 days that I probably should be, most valuable first, with one line on why.
```

### 02. Turn it into a dashboard

One page you can open in your browser and actually look at.

```
Read crm.csv and build me a one-page HTML dashboard (in my brand if you have my brand file, otherwise clean and simple).

At the top: how many people in each category, and how many I've gone quiet on.
Then a "get back in touch" list: the ten most valuable relationships I haven't been in touch with for over 90 days, with what we last discussed.
Then the full list, searchable, filterable by category, sorted by last contact.

Save it to my Outputs folder as crm-dashboard.html.
```

### 03. The weekly nudge

Schedule it for Monday at 8am. It keeps the CRM current and tells you who to call.

```
Open crm.csv. Check my sent mail for the last seven days and update the "last contact" date for anyone I've written to, adding anyone new.

Then list everyone marked client, prospect or partner that I haven't been in touch with for over 90 days, most valuable first, with one line on what we last discussed and a suggested opening line for a short, warm check-in.

Update crm-dashboard.html. Never send anything.
```

### 04. Draft the check-ins

For the people it flags. Drafted, never sent.

```
From this week's "get back in touch" list, pick the five people it would matter most to hear from me.

For each, write a short, warm check-in in my voice: two or three sentences, mention what we last discussed, no pitch, and end with a question that's easy to answer.

Save them as drafts in my email so I can read and send them myself. If you can't save drafts, list them here. Never send anything.
```

Human-led. AI Amplified. · tuitiv.ai