Building a Client Knowledge Base

How I built a single source of truth for every client across Gmail, Slack, Trello, Asana, and the rest, then handed it to my AI assistant.

I run a solo consulting practice with dozens of active clients. Their data lives across Gmail, Slack, Teamwork, Asana, Google Calendar, meeting transcripts, time tracking, and a dozen other places depending on the client.

This series is about the system I built to pull all of that into one place, why it runs on a $14.50 cheap VPS, and how I made it something my AI assistant can read and write through directly.

Posts are listed below in the order they were published.

Posts in this series

Let's Talk

No sales pitch. No commitment. Just direct contact with the engineer. Message or book a quick call.

Folks We've Helped

Huron Consulting Group
Gabelli
New Orleans Jazz and Heritage Foundation
The New Stack
Vested
Chicago Sinfonietta
Panacea Financial
Battle Bank
Plan B Advertising
FundGuard
The Pinnacle Group
Chief Agri