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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

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