AIC CRM

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Person Company Interest Source Status First seen Invited

Each opens a ready email in Gmail or Mail. Send it, then mark it sent.

X campaign export

Export the campaign's leads as CSV from X Ads, then choose the file. Any CSV with an email column works too. The file is read in this browser; only the mapped rows are sent. Importing the same file twice adds nothing.

Website forms

The waitlist, trial request and contact forms on ambitioninnovationcreativity.com post to AIC's forms service, which adds or updates the person here as they're sent, with the whole submission on their timeline. Nothing to sync.

Each submission also emails a notice to contact@ambitioninnovationcreativity.com and a thank-you to the person.

Invitation email

Placeholders: {first_name} {name} {link} {expires} {email}. The body needs {link}.

Sending

Gmail opens the email in this account when you're signed in to it. Leave it empty to use Gmail's default account.

Where things are

Data
DynamoDB table aic-crm, AWS account AIC-Apps (us-east-1)
Invitation key
Secrets Manager aic-crm/beta-invite-key, made in AWS; izuran.ai's key group trusts its public half
Disk images
The newest build under izuran.ai/pro/download/
Code
~/Developer/AIC/aic-crm

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