Friend Follow-Up CRM
Core Concept
Track personal events and milestones of friends (travel, birthdays, sick family, big life events) and get proactive reminders to follow up — including a draft message.
Input Sources
- Incoming messages: WhatsApp and Instagram messages mentioning events (parsed automatically)
- Manual capture: User sends a note via WhatsApp or Telegram to Opus (e.g. “Lisa’s mom is in hospital” or “Tom flies to Japan on Friday”)
Storage
- Structured database (likely SQLite) with fields:
- Who (friend name/contact)
- What (event description)
- When detected (capture date)
- When to follow up (calculated or manual)
- Follow-up type (check-in, congratulate, wish safe travels, etc.)
- Status (pending / sent / dismissed)
- Needs deduplication if same event comes from multiple sources
Output
- Surfaced in daily briefing at the right moment
- Includes a proposed message (tone-matched, not generic)
- User reviews, edits if needed, sends
Dependencies
- Messaging ingestion pipeline (FR-026 email/WhatsApp access)
- Inbox automation (FR-004)
- Daily briefing system (FR-012)
- LLM for message parsing + draft generation
Open Questions
- SQLite vs structured markdown for storage?
- How to parse unstructured messages into events reliably?
- How to calculate the right follow-up moment? (e.g. “flying Friday” → follow up Saturday evening)
- Privacy considerations — storing friend data