📅 2025-01-23 — Session: Developed Contact Management Automation Workflow
🕒 17:45–18:15
🏷️ Labels: Automation, Contact Management, Python, Google Sheets, Relationship Management
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The session aimed to develop a structured workflow for contact management and automate related processes using spreadsheets and Python scripting.
Key Activities
- Outlined a high-level process for data curation and relationship management, focusing on daily grouping and review processes.
- Generated a spreadsheet template for managing daily contacts, including randomized names and assigned dates for 2025.
- Created scripts to download and upload Google Sheets using Python and the gspread library.
- Installed and configured the gspread_dataframe module to facilitate DataFrame uploads to Google Sheets.
- Analyzed relationship management strategies, categorizing relationships by type, status, and priority.
Achievements
- Established a comprehensive workflow for contact management.
- Automated the creation and management of contact spreadsheets.
- Successfully implemented Python scripts for Google Sheets interaction.
Pending Tasks
- Further refine the relationship management framework based on feedback and testing.
- Explore additional automation features for enhanced contact engagement.