video1.0<iframe src="https://www.loom.com/embed/836e5bb869a04041b4f595e2e1b59d2b" frameborder="0" width="1732" height="1299" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12991732Loomhttps://www.loom.com12991732https://cdn.loom.com/sessions/thumbnails/836e5bb869a04041b4f595e2e1b59d2b-789d3c16020c50ef.gif292.706This Loom demonstrates a personal CRM workflow for capturing interactions and creating follow ups. It shows Contacts, Today, and Capture pages, with an example voice capture where Kevin Malone from Dunder Mifflin is added as a contact after a conversation at the Irish Exit in New York, with a commitment to send an accounting book in three days. The Today page summarizes the interaction and due date, noting Today is September 1 and the follow up is September 4. It also highlights an AI synopsis that generates an About and Where We Left Off section for staying current. The author next plans voice capture across multiple contacts to record interactions with multiple people and create new contacts when needed.