推荐的表结构
- `people` — 联系人(name, email, company, role, tags)
- `touches` — 互动记录(person, date, channel, note)
- `opportunities` — 潜在合作(person, status, value, due_date)
- `reminders` — 待跟进(person, do_at, reason)
- `notes` — 自由笔记 → 关联到 person
每周一个 Agent 任务
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