People CRM
Personal relationship and intellectual sparring tracker in Obsidian.
Location
- •Vault:
/Users/junaidrahim/Obsidian/Everything - •People folder:
People/ - •Template:
People/_Templates/Person.md
Workflow
Junaid tells you about conversations → you handle all bookkeeping.
- •Capture: When Junaid mentions a conversation, update the person's file
- •Link: Add conversation log to daily note with
[[Person Name]]link - •Tag: Apply appropriate tags (
#open-thread,#changed-my-mind,#revisit) - •Surface: During heartbeats, check for stale
#open-threadtags (>2 months)
Person File Structure
markdown
#person **Aliases:** [[Nick]], [[Nickname]] **Topics:** #topic1 #topic2 **Met:** Context of how they met **Context:** Brief description (role, relationship) --- ## Threads <!-- Active intellectual threads, debates, ongoing discussions --> - Topic X — current position, status #open-thread ## Notes <!-- General observations, their perspectives, interesting takes --> ## Backlinks <!-- Obsidian auto-surfaces via backlinks from daily notes -->
Tags
| Tag | Meaning |
|---|---|
#person | Base tag for all people |
#open-thread | Unresolved debate or discussion |
#changed-my-mind | They shifted Junaid's view on something |
#revisit | Worth circling back to later |
Daily Note Capture
Add to the daily note under a ### Conversations section:
markdown
### Conversations - [[Person Name]] — topic discussed, their position, your position. #open-thread
Keep it to one line. The backlinks on the person's page auto-surface everything.
Creating New People
- •Copy template from
People/_Templates/Person.md - •Fill in: aliases, topics, met, context
- •Add initial notes if any
Heartbeat Checks
During heartbeats, periodically:
- •Search for
#open-threadtags - •Check last modification date
- •Nudge if no activity in 2+ months: "You haven't engaged with X on Y topic in a while"
Examples
Logging a debate:
markdown
- [[Shubhankar Khare]] — debated whether feature flags belong in code or config. He thinks config, I'm not convinced. #open-thread
Logging a mind-change:
markdown
- [[Phil Eaton]] — his post on testing changed my view on integration vs unit tests. #changed-my-mind
Marking for revisit:
markdown
- [[Aman Verma]] — mentioned interesting approach to distributed tracing. Get details next time. #revisit