2.7 KiB
#guide
This guide walks you through building a personal CRM with SilverBullet. You'll use person pages, meeting notes, linked mentions, linked tasks, and page decorations to automatically track your interactions with people.
1. Create person pages
Make a page for someone you interact with, let’s say “Alice.” Add Frontmatter to describe them:
---
---
Create a few more person pages the same way.
Make person pages stand out
Add a tag.define call to your CONFIG page so person pages get a visual prefix:
tag.define {
name = "person",
transform = function(o)
o.pageDecoration = { prefix = "🧑 " }
return o
end
}
After a reload, person pages will show a 🧑 prefix in the Page Picker, Completion, and editor. See Page Decorations and API/tag for more options.
Warning
Warning Tag customization is still a beta feature, it may change in the future.
2. Take meeting notes
Create a page like “Meeting/2026-03-04” and write naturally, linking to attendees:
Met with [[Alice]] and [[Bob]] to discuss the Q2 roadmap. Alice will lead the backend migration.
The [[Alice]] and [[Bob]] links connect this meeting note to their person pages.
3. Add tasks that mention people
Write tasks that reference person pages:
* [ ] Send proposal to [[Alice]]
* [ ] Schedule follow-up with [[Bob]]
* [ ] Share roadmap doc with [[Alice]] and [[Bob]]
These tasks are now linked to both the meeting notes page and the person pages.
4. See a person's full history
Open Alice’s page. Two things happen automatically:
- Linked Tasks at the top shows all incomplete tasks from other pages that mention Alice (like “Send proposal to Alice” from your meeting notes).
- Linked Mention at the bottom shows every page that references Alice — meeting notes, project pages, anything.
Alice’s page becomes an automatic activity log without you maintaining it.
5. Query across your network
Build useful views on a “People” page or your home page:
# People at Acme Corp
${query[[from p = tags.person where p.company == "Acme Corp"]]}
Show all people, grouped by company:
${query[[
from p = tags.person
order by p.company
]]}
What’s next?
You now have a very basic personal CRM: person pages with structured data, meeting notes that link to attendees, tasks that reference people, and automatic activity logs via linked mentions and linked tasks.
- Guide/Journaling — set up a daily journal
- Guide/Knowledge Base — build a personal knowledge base
- Guide/Task Management — track projects and tasks
- Manual — the full user manual