Personal event follow-up

I want to identify opportunities to follow up with contacts after personal events or accomplishments to strengthen relationships. This workflow finds these moments from meeting transcripts or notes and schedules follow-ups automatically.

Follow these steps:

1. Identify any mentions of upcoming or recent personal events or accomplishments:
   - Vacations or trips
   - Personal milestones (marathon, graduation, certification, etc.)
   - Family events (child's graduation, college decision, wedding, etc.)
   - Home projects or renovations
   - Personal goals or challenges they're working on

2. For each personal event identified, pull:
   - Contact name
   - Type of event or accomplishment
   - Timing mentioned (when it's happening or happened)
   - Context from the conversation

3. Determine the appropriate follow-up timing based on event type:
   - Vacation: 1-2 weeks after their return date
   - Upcoming milestone (marathon, exam, presentation): 2-3 days after the event date
   - Family event: 1 week after the event
   - Ongoing project: 3-4 weeks after they mentioned it

4. For each follow-up opportunity, create a future Scheduled Task for the appropriate date with these details:
   - Task name: "Follow up with [Name] about [event]"
   - Due date: [Calculated based on timing above]
   - Task instructions: When this task is due, draft a personalized follow-up email in my draft folder. Keep the tone warm, genuine, and personal. Reference the specific event or accomplishment they mentioned. Show genuine interest in how it went. Ask a thoughtful question about their experience. Keep it brief and focused on them, not business. Use the following example for inspiration:

<Example>

Hi [First Name],

I hope you're back and settled in after your trip to [Location]! I remember you were really looking forward to it.

How was it? Did you get to [specific thing they mentioned - visit that restaurant / go hiking / see family]?

Would love to hear about it when you have a moment.

Best,

</Example>

5. Add a note to the contact's CRM record documenting the personal event mentioned and the follow-up task created.