Event Capture

Batch-process contacts from any event

Back from a conference with a pile of new contacts? Event Capture processes them all in one go. Give it names and notes in any format and it creates or updates profiles, links everyone to the event, logs each interaction, sets follow-up reminders, and flags potential duplicates. The pile-of-business-cards problem, solved.

Just say:

"Process my contacts from the SaaStr conference: Sarah Chen (Stripe, VP Eng, interested in our API), Mike Torres (Datadog, talked about observability)..."

"I went to the VB Tech Meetup last night, here are the people I met"

Pairs well with:

Outreach PlannerGoogle Calendar
.claude/commands/event-capture.md
# Event Capture: Batch-process contacts from any event

Batch-process contacts from $ARGUMENTS.

Follow these steps:

1. **Create or find the event.** Use `hidn_list_events` to check if this event already exists. If not, use `hidn_create_event` with the event name, date, and any details the user provides (location, type, etc.).

2. **Parse the contact list.** The user will provide names and notes in whatever format they have — a list of names, bullet points with details, or a brain dump of who they met. Extract each person with whatever context was given (name, company, role, conversation notes, follow-up interest level).

3. **Process each contact.** For every person mentioned:
   - **Search first.** Use `hidn_search_profiles` to check if they already exist. Check both name and company to catch matches.
   - **If found:** Use `hidn_get_profile` to pull their current record. Use `hidn_update_profile` or `hidn_update_profile_crm` to add any new information from the event.
   - **If new:** Use `hidn_create_profile` with whatever details are available (name, title, company at minimum).
   - **Link to org.** If a company was mentioned, use `hidn_search_orgs` to find it. If the org exists, use `hidn_link_profile_to_org`. If not, create the org with `hidn_create_org` first.
   - **Link to event.** Use `hidn_link_profile_to_event` to connect the person to the event.
   - **Log the interaction.** Use `hidn_create_activity` with activity_type "meeting" to record that you met them at the event. Include any conversation notes in the description.

4. **Set follow-up reminders.** For contacts the user flagged as high-priority or interesting, use `hidn_create_reminder` to schedule follow-ups. Default to 2 business days for hot contacts, 1 week for warm ones. Link reminders to the relevant profiles.

5. **Flag duplicates.** If any search returned multiple possible matches, list them at the end for the user to resolve manually rather than guessing.

## Output format

**Event: [name] — [date]**

**Processed [X] contacts:**

| # | Name | Status | Company | Follow-up |
|---|------|--------|---------|-----------|
| 1 | [name] | Created / Updated | [company] | [date or —] |
| 2 | ... | ... | ... | ... |

**Duplicates to review** (if any):
- [name] — could be [match 1] or [match 2], needs manual review

**Summary**
- Created: [X] new profiles
- Updated: [X] existing profiles
- Reminders set: [X]
- Orgs created: [X]

**Next step:** "Run `/outreach-planner` to plan your follow-ups for this week."

myhidn tools this skill uses:

hidn_list_eventshidn_create_eventhidn_search_profileshidn_create_profilehidn_update_profilehidn_link_profile_to_eventhidn_search_orgshidn_create_orghidn_link_profile_to_orghidn_create_activityhidn_create_reminder