kbanc85/claudia/new-person

New Person

Create a new relationship file for tracking someone.

Usage

/new-person [name]

Quick Flow

1. Basic Information

"Tell me about [Name]. A few quick things:"

• What's their role?
• How do you know them?
• What's the relationship type? (Client, Colleague, Friend, Prospect, etc.)

2. Optional Details

"Anything else I should capture?"

• Contact info
• What matters to them
• Communication preferences
• Current context

3. Create File

Save to people/[name-slug].md

Template

# [Person Name]
 
**Role:** [Their title/position]
**Organization:** [Company/org]
**How we met:** [Context]
**Relationship type:** [Client, Colleague, Friend, Prospect, etc.]
 
## Quick Stats
 
| Field | Value |
|-------|-------|
| Last Contact | [Today's date] |
| Relationship Health | Active |
| Sentiment | Positive / Neutral / Unknown |
 
## Contact
 
| Channel | Details |
|---------|---------|
| Email | [If provided] |
| Phone | [If provided] |
| LinkedIn | [If provided] |
| Preferred | [If known] |
 
## Communication Style
[How they prefer to communicate, if known]
 
## What Matters to Them
[Their priorities, if known]
 
## Current Context
*Last updated: [Today]*
 
[What they're working on, if known]
 
## Our History
 
| Date | Event | Notes |
|------|-------|-------|
| [Today] | [Initial context] | Created file |
 
## Commitments
 
### I owe them
-[None yet]
 
### They owe me
-[None yet]
 
## Notes
[Any other context worth remembering]
 
---
 
*Created: [Today's date]*

After Creation

"Created file for [Name] at people/[name-slug].md

Want me to:

• Add more details?
• Note any commitments?
• Set a reminder to follow up?"

Name Handling

• Create slug from name: "Sarah Chen" -> "sarah-chen.md"
• Handle duplicates: Add identifier if needed ("sarah-chen-acme.md")
• Non-Latin names: Preserve original, add romanization if provided

Minimal vs. Full

Minimal (quick capture):

• Name, role, how you met
• Creates basic file
• Fills in more over time

Full (when user has time):

• All template fields
• Contact information
• Communication preferences
• Current context
• History

Ask: "Quick capture or full profile?"