Meetings & CRM
Last updated
Last updated
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.
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 person
email: email of this person
title: job title that this person occupies
company: name or direct Obsidian link to the company that this person belongs to
tags: 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. Please visit the P.A.R.A Folder Structure for more information about how the files are stored and structured.
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.
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 place
location: where the meeting takes place
tags: 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.)
Obsibrain provides dedicated views for your scheduled meetings, including:
Daily Scheduled Meetings inside the Daily Planning template.
Weekly Scheduled Meetings inside the Weekly Planning template.
These views make it easy to see your upcoming commitments at a glance and plan your time accordingly.
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.
