Your second brain, built right.
~ / formula · blog
◆ FORMULA · DAILY What we answered today

The graph is optional, the tags are not

One of the common problems with keeping in touch with a network is that it keeps growing, while over time we lose context about each relationship. At the same time, it feels superfluous to automate outreach to contacts who are growing cold. One of the use cases I have in mind is a core-and-cold CRM in Obsidian. That would help me figure out the context.

  • Enrichment of contacts is a very good use case for a PKM. You can export your contacts from the professional network where they live and pull them into separate notes in Obsidian, assigning them properties: how and where you met, what you talked about, the contact's interests and related projects, relevant events, and the date of last communication.
  • The only tricky part is meeting someone in person, where there is no record of the "meeting notes". In that case you have to do some extra work and write the card manually.
  • I do have problems with the Obsidian Graph View that people often use for self-made CRMs, as for many other things in Obsidian. You have to work really hard to convince me that I need the graph, because I rarely see how it helps navigate the information in the actual PKMS.
  • The one use case that could change my mind is a graph showing links between my contacts that the network itself doesn't show me. I'm not sure such an export is even possible, and maybe it's not something they provide.

The architecture gets genuinely strong once the system holds both the cards for people and tagged notes from the conversations you have with them. Then I could filter conversations by tag and see which other people in my network might be interested in that kind of conversation. Correlations between contacts with similar interests would surface on their own.

Yours, one revision later,
Zhenia

← The AI website illusion isn't new all daily notes →

// SUBSCRIBE

Get the Daily by email

Every daily note and weekly guide, in your inbox. No spam.