# Networking CRM

A relationship tracking workspace. Send it a message via Telegram to log an interaction, add context about a contact, ask what you know about someone, or find out who you should be following up with — and it keeps your network warm over time.

There's no form to fill in, no spreadsheet to maintain. Just message it the way you'd message a colleague:

- **Log an interaction** — "Had coffee with James today, he's exploring a new role, follow up in two weeks"
- **Add context about a contact** — "Sarah just moved to Head of Product at Stripe"
- **Ask about a contact** — "What do I know about Marcus?" or "When did I last talk to the Acme team?"
- **Surface follow-ups** — "Who should I be following up with this week?" or "Who have I been neglecting?"

The assistant stores everything in a narrative memory — contact name, company/role, date, what happened, commitments made, and next follow-up action. It reads that memory to answer questions and proactively suggests who's due for a touchpoint based on relationship context.

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![networking-crm output](https://raw.githubusercontent.com/friday-platform/friday-studio-examples/main/assets/networking-crm/output.png)

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## Setup

### 1. Download Friday

1. Go to [hellofriday.ai](https://hellofriday.ai) and download the macOS installer
2. Open the DMG and drag Friday to your Applications folder
3. Launch Friday and complete the initial setup

### 2. Import the workspace

1. Open Friday and go to **Discover Spaces**
2. Find this workspace and click it
3. Click **Add Space**

### 3. Connect the Telegram communicator

1. Go to **Overview > Info > Communicators**
2. Find the Telegram communicator and connect it

Once connected, messages sent to the linked Telegram bot will trigger the CRM assistant automatically.

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## How to use it

Once set up, message the workspace's Telegram bot. No commands, no syntax — plain English works.

**Examples:**

> "Caught up with Nina yesterday — she's leaving her current role and exploring something new. I said I'd make an intro to the Horizon team."

> "What's the latest with Ben?"

> "Who have I not talked to in a while?"

> "Remind me what I need to follow up on."

The assistant will confirm every save, answer questions directly from what's been logged, and flag contacts that need a nudge. It'll also factor in relationship strength when suggesting timing — a warm lead gets a tighter cycle than a casual connection.

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## How it works

![networking-crm workspace overview in Friday](https://raw.githubusercontent.com/friday-platform/friday-studio-examples/main/assets/networking-crm/how-it-works.png)

| Component | Role |
|---|---|
| `crm-assistant` agent | LLM agent (Claude Sonnet) that reads and writes relationship memory |
| `crm-interact` job | FSM job triggered by incoming Telegram messages |
| `notes` memory | Short-term narrative memory where interaction logs are stored |
| `memory` memory | Long-term memory distilled by the system workspace over time |

The Telegram communicator routes incoming messages into the `crm-interact` job. The job invokes the `crm-assistant`, which decides whether to save a new entry, answer a question, or surface follow-ups — then responds back to you in Telegram.

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## Notes

- All contact data stays in your Friday workspace memory — nothing is sent to external services beyond the LLM call.
- The assistant will not fabricate relationship details. If it doesn't know something, it says so.
- Long-term memory is distilled automatically over time by the system workspace — you don't need to manage it.