People, companies, and projects

The most valuable thing Dex builds over time isn't a task list — it's a living map of your working world: every person you deal with, every account that matters, every project in flight, all cross-linked and kept current mostly without your help.

Person pages: total recall for relationships

Every person you work with gets one page: who they are, your meeting history together, what they care about, and open items between you. The pages largely maintain themselves:

• Meetings feed them. Each processed meeting adds what the person said, decided, and committed to.
• Conversation feeds them. Mention that "Priya is moving to the platform team" and her page updates — you don't have to ask.
• They create themselves. Once someone appears in a couple of meetings across different weeks, Dex creates their page automatically — or suggests it first, if you prefer to approve. (This is the entity_creation setting: automatic, suggest, or off.)

Pages are filed Internal or External using the email-domain rule from onboarding: same domain as you → colleague; different → customer, partner, investor, candidate. Ask "what do I know about Sarah Chen?" any time — or let /meeting-prep do the asking before every call.

Company pages: the account view

If you've enabled the Companies room, external organizations get their own aggregating pages: key contacts (pulled from person pages), full meeting history across everyone at that company (matched by email domain), and related tasks. For anyone in sales, customer success, or partnerships, this is the account file that writes itself.

Projects: work with a shape

Projects live in 04-Projects/ — one folder of notes per time-bound effort, with status, stakeholders, milestones, and links to relevant meetings and decisions. Two skills keep them honest:

• /project-health scans everything in flight and surfaces only what changed — stalls, blockers, drift. No news is no noise.
• /product-brief turns a loose idea into a structured brief when it's time to make something real.

When a project ends, it moves to Archives — out of sight, still searchable forever.

The graph underneath

None of these pages are silos. The meeting note links to the people; the people link to the company; the tasks link back to the meeting that created them. Ask a question that cuts across — "what's our history with Northwind and where are the open commitments?" — and Dex walks the connections.

If you use Obsidian, you can literally see this graph: people, companies, meetings, and projects as a connected constellation you can click through.

The prompt your network needs

Person pages make a question answerable that no CRM ever answers well:

Look across my people pages and meeting history. Who matters to my goals
that I haven't meaningfully talked to in six weeks or more? Rank by how
much the silence costs me — the customer going quiet before renewal beats
the colleague I see anyway. For the top three: what's a genuine,
non-awkward reason to reconnect this week, based on what they care about?

Make it your own: run it monthly. The "genuine reason" clause matters — Dex knows what each person cares about from your history, so the outreach it suggests doesn't smell like a CRM reminder.

Grooming, occasionally

The map mostly tends itself, but twice-a-quarter grooming keeps it sharp — and /dex-doctor points at what needs it: person pages that never accumulated substance, links pointing nowhere, inbox files that never got filed. Ask Dex to merge, archive, or fix, and it does the mechanics.

First, fetch and read the page I'm referring to: https://heydex.ai/help/people-projects.md

I just read the Dex Guide's page on people, companies, and projects. Map
my working world back to me: who are my ten most active relationships
right now, where's the momentum, and who's gone quiet that shouldn't
have? Which project looks healthiest and which is drifting? Then find the
one person or account that clearly deserves a page but doesn't have one —
and build it with me from what's already in my meetings.