🤝Meetings & CRM
Obsibrain's Meetings and CRM features provide a comprehensive solution for managing your professional relationships, meetings, and professionals tasks . With dedicated commands and templates, you can effortlessly keep track of your contacts, schedule meetings, and stay on top of your work-related responsibilities.
People Management
Use the new people command (CMD+P to open the command palette) to quickly add a new contact to your Obsidian vault. You can include the following information inside the metadata:
phone: phone number of this personemail: email of this persontitle: job title that this person occupiescompany: name or direct Obsidian link to the company that this person belongs totags: list of tags (#notes/people is used to identify these notes as People's notes)
This command will create a new note for the person, which you can then link to various tasks, meetings, and other relevant places.
Every person's notes will be stored under your 5-notes folder. This is your digital inbox for information that hasn't been categorized into a specific Project or Area yet. Please visit the P.A.R.A Folder Structure for more information about how files are stored and organized.
🔄 The 360-Degree People Hub
A Person's note in Obsibrain isn't just a static contact card; it's a dynamic hub that automatically aggregates information from across your entire vault.
Using powerful App Augmentation, the note automatically discovers and displays:
Meeting History: Every meeting note where this person was listed as an attendee.
Assigned Tasks: Every task that mentions them or is linked to their profile.
Contextual Mentions: Every fleeting note, project, or resource where they are mentioned
[[Like This]].
This provides you with a full 360-degree view of your relationship history without you ever having to manually move or organize a single file. It turns your notes into a powerful, automated CRM.
Visualize all my contacts
Since all your contacts are stored under the 5-notes folder, you cannot easily visualize them. To access and view all your contacts, you'll need to either use the tag filter inside the list or utilize Obsidian's node graph feature.
Meeting Management
The new meeting command (CMD+P to open the command palette) allows you to create a new meeting note, with the following metadata:
scheduled: when the meeting takes placelocation: where the meeting takes placetags: list of tags (#notes/meeting is used to identify these notes as Meeting's notes)attendees: list of attendees for this meeting (You can link People using the[[NAME]]linking functionality of Obsidian.)
🕒 Scheduled Meetings
Obsibrain provides dedicated views for your scheduled meetings, including:
Daily View: Meetings automatically appear inside the Daily Planning template on the day they occur.
Weekly View: Get a lookahead of your week inside the Weekly Planning template.
The "Instant Prep" Benefit: Because meetings are linked to specific dates and attendees, your meeting note is ready the moment you open your Daily Note. No more scrambling to find a page or set up a template while the call is starting—your structured space for notes is already there, waiting for you.
Linking People to Tasks and Meetings
One of the powerful features of Obsibrain's Meetings and CRM module is the ability to link people to your tasks and meetings. When creating a new task or meeting, you can easily tag the relevant contacts using the default linking functionality of Obsidian with [[NAME]].
This interconnected approach helps you maintain a clear overview of your professional relationships and the associated work activities, streamlining your productivity and communication.
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