Personal CRM

Lesson 3 of 4

Logging Interactions

Estimated time: 7 minutes

Logging Interactions

A contact list is just a list of names. What makes it a CRM is the interaction history — knowing when you last spoke to someone, what you discussed, and what was promised. In this lesson, you'll set up interaction logging so every conversation gets recorded with context.

Why Interaction History Matters

Imagine running into an old colleague six months from now. Without notes, you're guessing: "What did we talk about last time? Did I promise to introduce them to someone?" With OpenClaw tracking interactions, you can pull up their full history in seconds.

Log your first interaction

After any meeting, call, or coffee chat, just text OpenClaw:

openclaw chat "Had coffee with Lisa Chen today. We discussed:
- Acme's new AI product launch in Q3
- Potential partnership where we'd integrate with their API
- She wants a technical intro to our CTO
Action: Send intro email to Lisa + Marcus by Friday"

OpenClaw records this under Lisa's profile:

✅ Interaction logged for Lisa Chen

  Date:    Mar 18, 2025
  Type:    Coffee meeting
  Topics:  AI product launch, API partnership, CTO intro
  Action:  Send intro email (Lisa + Marcus) by Friday

  📊 Lisa Chen — 2 interactions total
  Last: Today | Relationship: Active

The AI extracts the date, type of interaction, key topics, and any action items — all from your freeform message.

Log different interaction types

OpenClaw recognizes various interaction types automatically:

For brief interactions, keep it short:

Quick log
openclaw chat "Quick call with David Park re: API docs. He will send examples by Tuesday."

View interaction history

Pull up anyone's full history:

View history
openclaw chat "Show me my full history with Lisa Chen"
📇 Lisa Chen — Acme Corp, VP of Partnerships

Timeline:
┌─ Mar 18, 2025 — Coffee meeting
│  Topics: AI launch, API partnership, CTO intro
│  Action: Send intro email by Friday ⚠️ PENDING
│
├─ Mar 15, 2025 — First contact
│  Met at TechCrunch Disrupt. Interested in partnership.
│  Tags: partnership, AI, conference
│
└─ Created: Mar 15, 2025

Stats: 2 interactions over 3 days | 1 pending action

Pending actions

Notice the PENDING flag. OpenClaw tracks action items from your interactions and will remind you if you haven't completed them. More on this in the next lesson.

Set up automatic interaction logging

You can also have OpenClaw passively log interactions from your email or calendar.

openclaw cron add \
  --name "Interaction Logger" \
  --cron "0 20 * * *" \
  --tz "America/New_York" \
  --session isolated \
  --message "Review my calendar events and sent emails from today.
For any events or emails involving people in my contacts database:
1. Log the interaction (date, type, brief summary)
2. Flag any commitments I made (deadlines, intros, deliverables)
3. Update the contact's 'last interaction' date

Only log meaningful interactions — skip automated emails,
all-hands meetings, and group newsletters.

Give me a brief summary of what was logged." \
  --announce \
  --channel telegram \
  --to "CHAT_ID"

This runs every evening at 8 PM and automatically updates your CRM based on the day's activity.

📝 Daily Interaction Log — Mar 18

Logged 4 interactions today:
• Lisa Chen — Coffee meeting (manual log)
• Marcus Webb — Calendar: 1:1 standup (30 min)
• Sarah Kim — Sent email: pitch deck attached
• David Park — Received email: API doc examples

1 new commitment tracked:
• Send intro email (Lisa → Marcus) by Friday

Tag and categorize interactions

Keep your network organized with tags:

Bulk tag
openclaw chat "Tag all my Acme Corp contacts as priority-partner"
Monthly summary
openclaw chat "Show me everyone I interacted with this month, grouped by tag"
📊 March 2025 Interactions

🏷️ priority-partner (3 contacts, 5 interactions)
  Lisa Chen (2), David Park (2), Sam Torres (1)

🏷️ investor (2 contacts, 3 interactions)
  Sarah Kim (2), James Hartley (1)

🏷️ friend (4 contacts, 4 interactions)
  Tom Wu, Alex Rivera, Priya Sharma, Chris Okafor

Untagged: 2 contacts

If you prefer voice, OpenClaw can transcribe audio notes:

# Record a voice note after a meeting
openclaw chat --voice "Just had a great call with Sarah Kim
from Bolt Ventures..."

OpenClaw uses Whisper to transcribe and then parses the interaction just like a text message. Perfect for logging while walking back from a meeting.

Ask OpenClaw to score your relationships:

openclaw chat "Analyze my network and score each contact
on relationship strength (1-10) based on:
- Frequency of interactions
- Recency of last interaction
- Number of mutual commitments fulfilled
- Depth of conversation topics"

This helps you identify relationships that need attention before they go cold.

Knowledge Check

What does OpenClaw's automatic interaction logger use to detect daily interactions?