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use this workflow to remember who you spoke with, what was actually agreed, and where a reply may be needed. it works best as a private preparation tool, not an autonomous personal CRM.

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step by step

1

set the privacy boundary

Decide which work accounts, apps, and people are in scope. exclude personal messaging, sensitive relationships, legal or health discussions, and any source you are not permitted to process.
2

choose a bounded period

Start with the last day or week. a smaller window makes it easier to verify whether a request was answered later.
3

collect conversations and meetings

Search by person, company, meeting, app, or topic. use transcript and visible message context only when it belongs to the relationship workflow.
4

identify explicit commitments

Extract requests, promises, stated dates, unanswered questions, and “waiting on” items. do not turn a suggestion or viewed task into a commitment.
5

check for later resolution

Search after each candidate item for a reply, delivery, cancellation, or changed owner. keep items as uncertain when the final state is outside the captured sources.
6

prioritize the queue

Rank by stated deadline, customer impact, and relationship importance. retain source app and time so each item can be checked quickly.
7

draft, review, then act

Create short drafts with no new promises. review recipient, tone, attachments, and private context before sending or updating a CRM.

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queue prompt

for a single call, start with meeting follow-up. for structured sales fields, use meeting to CRM.