Automate the Pull

building your sphere · tactic

Connect email, calendar and phone so your database fills and updates itself, then merge duplicates on email address.

The idea

A database you fill and update by hand dies the day you stop. Most of what you need already lives in your email, calendar and phone, so let software pull it in and keep it current. You end up with a running record of every email, meeting, call and text at almost no effort, and your manual time goes to what software can't capture.

How to do it

  1. Connect your email (Gmail, Office 365, or anything with IMAP). Quick win: start with your work email today.
  2. Connect your calendar, so you know when and where you met people.
  3. Import your phone's address book.
  4. Export what won't connect (LinkedIn gives you a CSV) and import it. Repeat as part of a regular cleanup.
  5. Merge duplicates on a unique identifier, ideally email address. If you know one John Smith, his work and Gmail addresses shouldn't be two contacts.
  6. Add enrichment, like job titles and social profiles, if your tool offers it.

Example

For one of my teenage birthdays I got four copies of Green Day's Dookie. I loved that album, but I didn't need four of them on the shelf. Automated imports do the same thing to your contacts. A good tool spots the copies, matched on email address, and reconciles them.

Watch out for

Sources

Relatable: This is what Relatable does when you connect your Google or Microsoft account, and it finds and merges duplicates without losing history. How-to: Connect your email and calendar, Find and merge duplicate contacts.

Related frameworks

Read next

By Zvi Band. Newsletter: Your Network Starts with You. Book: Success Is in Your Sphere.