Purpose
Help a person re-enter a relationship or account context quickly.
When to use it
- You need to prepare for a customer, vendor, or internal stakeholder conversation.
- A relationship has decisions spread across email and meetings.
Inputs
- Email threads
- Meeting notes
- CRM or account notes
Outputs
- Timeline entries
- Open loops
- Evidence links
Steps
- Collect dated source events.
- Collapse routine chatter and keep meaningful changes.
- Tag events as decision, commitment, risk, context, or follow-up.
- Return open loops and stale assumptions.
Quality checks
- Every timeline entry has a date and source.
- Unverified memories are labeled as such.
Failure modes
- Important events live in systems outside the search scope.
- The model overstates a weak signal.
Privacy notes
- Timeline entries can be highly sensitive.
- Avoid including personal detail that does not affect the work.
Example prompt
Build a relationship timeline from these sources. Include dated evidence and open loops, and flag stale assumptions.
Example structured output
{"timeline":[{"date":"2026-05-28","type":"decision","summary":"Approved pilot scope","source":"email:thr_44"}],"openLoops":["Confirm launch owner"]}