skills/inbox-scan/SKILL.md
Scans Gmail for actionable items and maps them to Evergreen CRM contacts — unanswered questions, promised deliverables, introduction requests, and follow-ups needed. Use when triaging your inbox, catching missed commitments, or syncing email activity to your CRM. Requires Gmail connected in Claude.
npx skillsauth add wdm0006/evergreen-skills scanning-inbox-for-evergreenInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
search_contacts with email: tokenactions.create for anything that needs follow-through| Category | Signal | Action | |----------|--------|--------| | Unanswered questions | Someone asked you something, no reply sent | Create action: "Reply to [name] re: [topic]" | | Promised deliverables | You said "I'll send..." or "Let me check on..." | Create action: "Send [deliverable] to [name]" | | Introduction requests | "Can you connect me with...?" | Create action: "Intro [name] to [name]" | | Meeting requests | Scheduling discussion without resolution | Create action: "Schedule meeting with [name]" | | Stale threads | Important thread with no response for 3+ days | Create action: "Follow up on [topic]" | | New contacts | Interesting person not yet in Evergreen | Flag for contact capture |
## Inbox Scan — Apr 1-5, 2026
### Needs Action (4)
1. **Sarah Chen** ([email protected]) — Asked about API pricing on Apr 3.
No reply sent. → Created action: "Reply to Sarah re: API pricing"
2. **You → Marcus Webb** — Wrote "I'll send the deck by EOW" on Apr 1.
Not sent yet. → Created action: "Send partnership deck to Marcus"
3. **Jamie Rodriguez** — Requested intro to your contact at Stripe on Apr 2.
→ Created action: "Intro Jamie to [Stripe contact]"
4. **Tom Bradley** — Proposed coffee next week on Apr 4.
No reply. → Created action: "Reply to Tom re: coffee scheduling"
### New Contacts Detected (2)
- **Priya Sharma** ([email protected]) — 3 email exchanges, not in Evergreen
- **Alex Chen** ([email protected]) — Intro from Sarah, not in Evergreen
### Already Handled (12 threads reviewed, no action needed)
Inbox Scan:
- [ ] Time period specified (default: last 7 days)
- [ ] Both sent and received emails reviewed
- [ ] Email addresses matched to Evergreen contacts
- [ ] Actions created for items needing follow-through
- [ ] Unknown important contacts flagged
- [ ] Summary report generated
business
Generates a weekly relationship management digest from Evergreen CRM — interactions logged, follow-ups completed vs missed, network growth, and a spotlight contact. Use for weekly reviews, accountability, or planning the week ahead.
testing
Drafts double-opt-in introduction emails connecting two Evergreen CRM contacts. Use when someone asks for an introduction, when you spot a mutually beneficial connection, or when facilitating networking between contacts.
testing
Audits Evergreen CRM for stale or incomplete contact data — outdated titles, missing fields, potential duplicates, and contacts that may have changed jobs. Use for periodic database hygiene, before a big outreach push, or when data quality feels off.
business
Scores and surfaces relationship health across your Evergreen CRM contacts — identifies thriving relationships, ones at risk, and dormant connections needing attention. Use when you want a high-level view of your network health or need to prioritize relationship investment.