We would like to propose an enhancement to the contact management system by adding CRM-like functionalities and AI-supported automation. The goal is to move beyond simple contact storage and enable a more proactive, personalized engagement after a booking.
Key Requirements:
- Enhanced Contact Profiles (Mini-CRM): Ability to add internal notes, tags, and interaction history directly within the TidyCal contact list.
- AI-Generated Follow-Ups: Integration of a Large Language Model (LLM) to draft personalized follow-up emails based on the meeting type or specific notes taken during the booking process.
- Smart Automation: The ability to trigger these personalized emails at set intervals (e.g., 1 or 2 months) to maintain long-term client relationships automatically.