Kition
Download
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, 2026·7 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
← Back to blogMore in Data tables →

Related reading

Data tables

Content calendar template: manage topics and publishing

One table covers topic pool, state machine, publishing calendar, cross-channel distribution — and the agent can help fill it.

Teams & consultants

Sales personal CRM: tables + AI follow-ups

A "your version" alongside the company CRM — clients, opportunities, follow-ups, billing; agent surfaces the to-dos.

Ready when you are.

Kition is a local-first AI workspace. Markdown documents, structured tables, and an AI agent — running on your own machine, against the model provider you choose.

Download KitionPricing