wdm0006/evergreen-skills/context-recall

## [Name] — What You Know
 
**[Title] at [Organization]** | [Location]
**In your CRM since:** [date] | **Last interaction:** [date] ([days] ago)
**Tags:** [tags]
 
### How You Connected
[Narrative: who introduced you, where you met, initial context. If the interaction
read came back at its 50-entry maximum, the earliest interaction is missing and
cannot be fetched — qualify this section ("the record starts at [date]") instead of
asserting how you met]
 
### Relationship Timeline
-**[Date]** — [Interaction type]: [Summary]
-**[Date]** — [Interaction type]: [Summary]
-**[Date]** — [Interaction type]: [Summary]
[... back to the earliest interaction returned; if 50 came back, note here that the
history is truncated at the tool's maximum and the true first interaction is not
retrievable]
 
### What They're Working On
[Synthesized from notes and recent interactions — their current focus,
projects, interests]
 
### Your Shared Network
-**Introduced by:** [name and context]
-**You both know:** [mutual connections]
-**You introduced them to:** [names]
 
### Open Threads
-[Pending action 1]
-[Pending action 2]
-[Unanswered question or unresolved topic from last interaction]
 
### Key Details
[Anything notable from their notes — preferences, interests, important
context for future conversations]

## Marcus Webb — What You Know
 
**Founder & CEO at DataFlow** | Atlanta, GA
**In your CRM since:** Sep 2025 | **Last interaction:** Apr 1, 2026 (4 days ago)
**Tags:** founder, data, atlanta, startup
 
### How You Connected
David Kim introduced you at the Atlanta AI Dinner in September 2025.
Marcus was building DataFlow out of stealth at the time.
 
### Relationship Timeline
-**Apr 1** — Email: You sent the partnership proposal for data pipeline collaboration
-**Mar 20** — Meeting: Deep-dive on data architecture at his office
-**Feb 10** — Coffee: Caught up on DataFlow's progress, discussed hiring challenges
-**Dec 5** — Meeting: Holiday dinner, met his co-founder Alex Torres
-**Sep 15** — Meeting: First met at Atlanta AI Dinner
 
### What They're Working On
Building a real-time analytics platform for enterprise data pipelines.
Previously spent 5 years at Google on BigQuery. Recently closed a
$4M seed round. Hiring engineers aggressively.
 
### Your Shared Network
-**Introduced by:** David Kim
-**You both know:** Sarah Chen (Meridian Health), David Kim (DataTech)
-**His co-founder:** Alex Torres (met at Dec holiday dinner)
 
### Open Threads
-Partnership proposal sent Apr 1 — awaiting response
-Promised to intro him to your contact at Stripe
 
### Key Details
-Prefers morning meetings (noted from scheduling patterns)
-Big fan of Rust and real-time systems
-Has a dog named Byte (mentioned multiple times)

Context Recall:
- [ ] Full contact profile retrieved
- [ ] `get_contact_interactions` called with `limit: 50`, its maximum (never the default 10)
- [ ] If 50 interactions came back, the timeline is flagged as truncated and "How You Connected" is qualified rather than asserted — this read has no pagination, so the earliest interaction cannot be fetched
- [ ] Network and relationships mapped
- [ ] Introduction chain traced
- [ ] Open actions read with list_actions using that contact's contactId, status: "pending", and limit: 100; unresolved threads identified
- [ ] Narrative is readable and useful (not just raw data)