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Data tables

Building a personal CRM with Kition tables

Five tables, a few views, and a weekly agent task — never forget who to follow up with.

Kition Team·Feb 28, 2026·1 min read

Recommended schema

  • people — contacts (name, email, company, role, tags)
  • touches — interactions (person, date, channel, note)
  • opportunities — leads (person, status, value, due_date)
  • reminders — follow-ups (person, do_at, reason)
  • notes — free notes → linked to person

One weekly agent task

Every Monday:
- Query opportunities where due_date < today + 7
- Query reminders where do_at < today
- Group by person, summarize as a "this week follow-up" doc
- Save to Reports/follow-up-<date>.md
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