Matthew Silberman's Rolodex
About this template
This template contains my relationship manager (aka “personal CRM”), which helps you keep in touch with the people you care about, personally and professionally.What’s included? - A relationship manager that auto-calculates how often to reach out based on the status of the relationship and the “circle” you’ve assigned that person to. - Properties that help you keep track of each person’s city, affiliations (like their company or university), interests, which life stage you met them in, their birthday, and the anniversary of when you met. - A contact history database where you can create new entries for every interaction, including the method, date, and notes. - A gift ideas database where you can list what each person likes and filter by gift type (physical or experiential), status (to consider, to buy, bought), and price. - A contact page that conveniently displays a person’s properties, contact history, gift ideas, and other notes — all in one place.
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About this creator
More by Matthew Silberman | The Optimizt
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
3
You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
4
NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.
