Twill Brain

How Everything Connects

3 min read

How Everything Connects

This is the architecture of Twill Brain — how emails, CRM contacts, meetings, tasks, and deals are all wired together.

The Connection Map

Email Thread
    └──► Person Note (03-CRM/People/)
              ├──► Meeting Notes (02-Meetings/) — who was in the room
              ├──► Company Note (03-CRM/Companies/)
              ├──► GitHub Tickets (04-Projects/) — what was committed to
              ├──► action_items[] — what's still open
              └──► next_follow_up — when to re-engage

Example: ISO Relationship

Incoming email from a new ISO lead → Remi finds and creates:

03-CRM/People/John-Smith.md
  status: lead
  importance_score: 7
  relationship_type: ISO
  source: Email
  action_items:
    - "Send deck by end of week"
    - "Schedule intro call"
  next_follow_up: 2026-03-28
  last_contact: 2026-03-21

Two days later, they have a call → Morty creates:

02-Meetings/2026-03-23-John-Smith-Intro.md
  attendees: [[Nader-Atrchin|Nader]], [[John-Smith]]
  action_items:
    - [ ] Nader: Send onboarding deck
    - [ ] John: Review pricing model

The Person note auto-links back:

03-CRM/People/John-Smith.md
  meetings: [[2026-03-23-John-Smith-Intro]]
  last_contact: 2026-03-23   ← updated by Morty
  action_items:
    - "Send onboarding deck"  ← carried forward

Base Views (open these in Obsidian)

ViewFileWhat it shows
People PipelinePeople-Pipeline.baseAll contacts by status, importance, follow-up date
Action ItemsAction-Items.baseEveryone with open tasks — sorted by urgency
CompaniesCompanies.baseAll companies, grouped by type

Asking Morty Questions

This actually works. Morty reads the vault before answering. Example questions:

“What are my highest priority relationships to action today?”

Morty searches People notes where importance_score ≥ 7, next_follow_up ≤ today, or action_items non-empty. Cross-references recent meetings in 02-Meetings/ and recent emails in 07-Emails/. Returns a ranked, context-aware list with specific action items.

“What did we discuss with [person] last time?”

Morty searches 03-CRM/People/[name].md → follows meetings: links → reads meeting transcript → summarizes.

“Who are the ISOs we haven’t talked to in 30+ days?”

Morty queries People notes where relationship_type == ISO and last_contact is more than 30 days ago.

“What’s the status of the EMS deal?”

Morty searches companies + people tagged EMS → pulls meeting notes + email threads → gives a full status summary.

Reliability: High — as long as agents write back to the vault after every interaction (which is now enforced as protocol). The more consistently agents update last_contact, action_items, and next_follow_up, the better the answers.

Email ↔ CRM Connection

07-Emails/Nader/Partner-ISO/_index.md lists all email threads.

Each thread’s From: and To: fields are wikilinked to their Person note. Click a sender → their Person note → see all meetings, action items, deals.

The daily sync cron (6AM PST) pulls new emails and updates last_contact on the relevant Person note automatically.

Task / Action Item Protocol

Action items live in TWO places simultaneously:

  1. Person note (action_items: frontmatter) — “what do I owe this person?”
  2. Meeting note (## Action Items section) — “what was committed to in this meeting?”

The Action-Items.base view surfaces all open action items across all people in one place.

Deadlines live in Person note frontmatter:

deadlines:
  - date: 2026-03-28
    item: "Send NDA to John"
  - date: 2026-04-01
    item: "Follow up on pilot proposal"

The Daily Flow

  1. Morning: Ask Morty “what relationships need attention today?” → pulls from Action-Items view
  2. During calls: Morty writes meeting note, auto-links attendees, captures action items
  3. After calls: Morty updates Person notes — last_contact, action_items, next_follow_up
  4. Evening: Nader digests updates in vault (graph view shows new connections)
  5. Remi: Continuously scans for new leads → creates Person notes → sets initial scores

Graph View