wdm0006/auto-logging-email-interactions
skills/auto-log-interactions/SKILL.md
Parses recent Gmail activity and logs interaction summaries to Evergreen CRM contacts — without storing full email bodies. Use when you want to sync email activity to your CRM, update interaction history, or keep Evergreen current with your communications. Requires Gmail connected in Claude.
data-ai
Updated Apr 23, 2026
$ install --global
skillsauthnpx skillsauth add wdm0006/evergreen-skills auto-logging-email-interactionsInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
Security Scan Results
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
3
Scanners Passed
9
Scanners in report
Clean
TrivyContainer and dependency vulnerability scanner
95%
Clean
SemgrepStatic code analysis for vulnerabilities
95%
Clean
mcp-scan (Snyk)Model Context Protocol security validation
95%
Skipped
Snyk (dep)Open source security scanning
50%
Skipped
Socket.devSupply chain security analysis
50%
Skipped
VirusTotalMulti-engine malware detection
50%
Skipped
CrowdStrikeAdvanced threat intelligence
50%
Skipped
OSV-ScannerOpen Source Vulnerability database check
50%
Skipped
OWASP Dep-Check
50%
Last scanned: Apr 24, 2026, 2:30 AM177.9s1 file scanned
SKILL.md
- name:
- auto-logging-email-interactions
- description:
- Parses recent Gmail activity and logs interaction summaries to Evergreen CRM contacts — without storing full email bodies. Use when you want to sync email activity to your CRM, update interaction history, or keep Evergreen current with your communications. Requires Gmail connected in Claude.
Auto-Log Email Interactions
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
When to Use
- End-of-week sync: "Log all my email interactions from this week to Evergreen"
- After a flurry of email activity: "Make sure Evergreen is up to date"
- Before reviewing your follow-up list: ensure interaction dates are current
- Periodic maintenance to keep "Last Interaction" field accurate
Prerequisites
- Gmail connected in Claude (via Google Workspace MCP or Gmail integration)
- Evergreen MCP server running
How It Works
- Fetch recent sent and received emails from Gmail for the target period
- Group emails by contact/thread
- Match email addresses to Evergreen contacts using
search_contactswithemail:token - For each matched contact, summarize the email thread (topic, outcome, next steps)
- Log the interaction with
interactions.log(type: "email") - Skip contacts that already have a more recent interaction logged
Privacy-First Approach
| Do | Don't | |----|-------| | Log a brief summary of the topic | Store full email bodies in notes | | Note key decisions or commitments | Copy sensitive content | | Record the date and direction (sent/received) | Log every single email in a thread | | Capture next steps | Store attachments or links |
Example
Gmail activity (past week):
- 3 emails with [email protected] (re: API integration timeline)
- 1 email to [email protected] (sent partnership proposal)
- 5 emails with [email protected] (re: conference panel planning)
- 2 emails with [email protected] (cold outreach, not in CRM)
Logged to Evergreen:
1. search_contacts("email:[email protected]") → Sarah Chen
interactions.log(sarah_id, {
type: "email",
summary: "Discussed API integration timeline — agreed on Q3 target, Sarah reviewing docs",
date: "2026-04-03"
})
2. search_contacts("email:[email protected]") → Marcus Webb
interactions.log(marcus_id, {
type: "email",
summary: "Sent partnership proposal for data pipeline collaboration",
date: "2026-04-01"
})
3. search_contacts("email:[email protected]") → Jamie Rodriguez
interactions.log(jamie_id, {
type: "email",
summary: "Planning conference panel on AI in healthcare — confirmed topic and date",
date: "2026-04-04"
})
4. [email protected] → Not in Evergreen (flagged for review)
Checklist
Auto-Log:
- [ ] Time period specified for email scan
- [ ] Emails grouped by contact and thread
- [ ] Addresses matched to Evergreen contacts
- [ ] Summaries are concise (not full email bodies)
- [ ] Duplicate interactions not created (check existing)
- [ ] Unknown contacts flagged for potential addition
Learn More
- Evergreen — Local-First Personal CRM
- Evergreen Gets Serious
- Evergreen Gets Even Evergreener
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