Commentarii Roamani: Updates, a Simple Workflow, and Community Spotlight


Commentarii Roamani

📣 What’s New 📣

Roam is faster: Pages with complex queries, large sidebars, or long chains of linked references open with less friction, making the entire graph feel lighter and more responsive even when you’re working across several contexts at once.

Small improvement to the Append API: It supports nested blocks with preserved structure, so indented content flows into your graph exactly as written. This makes tools like Speak to Roam more useful, and works just as well with Zapier, Shortcuts, or any custom setup.

🧠 Workflow: Lightweight CRM in Roam 🧠

CRM (Customer Relationship Management) sounds like something you need a whole system for. You meet people at events, shows, on calls, or through shared projects, and you want a simple way to remember who they are, what you talked about, and when to follow up. This little setup lives in your graph, slips into your notes without fuss, and just makes that part of life a bit easier to keep up with.

The idea is simple:

  • Meetings/hangouts get logged in your Daily Notes
  • People have their own pages for long-term details
  • Templates keep everything consistent
  • Queries help you stay on top of follow-ups

A few examples of attributes you can add to your [[roam/templates]]

Meeting Attributes (used in Daily Notes)

  • crm/contact::
  • crm/date::
  • crm/summary::
  • crm/next follow-up::
  • crm/outcome::
  • crm/channel::
  • crm/topic::
  • crm/owner::
  • crm/duration::
  • crm/tags::

Contact Attributes (used for person's page)

  • crm/first met::
  • crm/company::
  • crm/email::
  • crm/phone::
  • crm/location::
  • crm/time zone::
  • crm/socials::
  • crm/tags::
  • crm/source::
  • crm/notes::

Here's what it looks like populated:

With this system, you can use queries to track meetings, walks, work sessions, etc., across your graph:

also track hangouts with a specific person ⬇️

🌟 Community Spotlight: new Roam Depot extensions! 🌟

Card Theme: This sleek extension styles your notes by type: fleeting, literature, permanent (and more) using block tags like #F-Note or #Z-Note. It's a clean way to bring visual structure to your graph effortlessly.

Ask Perplexity: It pulls in answers from Perplexity’s search engine directly into your graph. You type a question, get a clean answer with sources, and follow up right inside Roam. It’s especially useful for quick research, filling in gaps, or exploring unfamiliar topics without switching tabs.

🐣 Keep on Roaming 🐇

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