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