القائمة
定时任务自动化 — 早安简报、日报/周报、定时发布、自动化工作流
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
傻瓜式客户开发向导 — 三问启动，自动搜索客户 + 生成开发信
单一客户深度画像 — 全方位收集和分析客户信息，建立深厚业务关系的基础档案
(已禁用) SMTP 邮件发送 — 此 skill 已被禁用，不会被系统触发
外贸合规 & 规范校验 — 文化禁忌、缩写解释、ICC术语、翻译二审、投标招标、跨境电商上架
外贸履约 & 售后 & 运营沟通 — 催款、索赔、展会、验厂、节日问候、样品跟进、物流异常、售后维护、满意度调查、年度总结
客户档案与分级管理 — A/B/C 分级、客户详情、文档库关联、CSV 批量导入
| name | b2b-daily-automation |
| description | 定时任务自动化 — 早安简报、日报/周报、定时发布、自动化工作流 |
| triggers | ["每日任务","自动化","定时任务","定时发布","Cron","早安简报","工作总结","晚间总结","周报","日报"] |
| category | 自动化 |
| version | 1.0.0 |
| author | Foreign Trade Assistant |
【最重要】简报中的所有数据必须通过 web_search 实时获取，不得编造、不得留空、不得使用占位符。
使用 web_search 搜索以下信息（逐项搜索，每项至少 2 次不同关键词）：
从数据库查询：
输出格式（数值必须来自搜索结果，不得有空白项）：
# 🌅 早安简报 — {日期}
## 💱 汇率（中国银行中间价）
| 货币 | 汇率 | 较昨日 |
|------|------|--------|
| 美元 USD | X.XX | +/--X% |
| 欧元 EUR | X.XX | +/--X% |
| 英镑 GBP | X.XX | +/--X% |
（如果 web_search 未返回最新数据，使用已知的最新值并标注 "截至 {日期}"）
## 📊 大宗商品
| 商品 | 价格 | 单位 |
|------|------|------|
| 黄金 | XXXX | USD/oz |
| 铜 (LME) | XXXX | USD/t |
| 铝 (LME) | XXXX | USD/t |
| 原油 (WTI) | XX | USD/桶 |
（同理，无最新数据则标注日期）
## 🌍 目标市场动态
每个市场至少 2-3 条具体新闻摘要（50-80 字），包含实际公司名、数据、政策变化。
## 👤 客户跟进提醒
从客户管理表中列出昨日互动过的客户 + A 级待跟进客户，
显示客户名称、国家、最后联系时间、建议跟进内容。
## ⏰ 今日待办
基于客户跟进提醒 + 昨日对话生成的 3-5 条具体可执行事项。
## 💪 今日一句话
Generated by Foreign Trade Assistant | Tasks for your review
### Task 2: LinkedIn Content (09:30 - Workdays)
**Purpose**: AI generates content ready to copy-paste to LinkedIn
**Content Types** (rotating):
- Text post with insight
- Document post (guide/checklist)
- Poll question
- Industry observation
**Generated Content Template**:
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
[Content — optimized for LinkedIn engagement]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
📝 Caption: [Full post text with hashtags]
🏷️ Hashtags: #[Industry] #[Product] #[B2B] #[Sourcing] #[CompanyName]
⏰ Best time to post: 09:30 AM local time ✅ Ready to paste and publish
### Task 3: European Outreach (10:00 - Workdays)
**Purpose**: Send targeted emails to European prospects/customers
**Target Selection Logic**:
1. Filter customers in European markets
2. Check last contact date
3. Select based on follow-up sequence
4. Personalize each email
**Generated Email Template**:
TO: [Recipient Email] SUBJECT: [Personalized subject line]
Hi [Name],
[Personalized opening — reference something specific about them]
[Body — value proposition, specific to their industry/needs]
[Call to action — specific, easy to respond to]
Best regards, [Your Name] [Title] | [Company] [Phone] | [WeChat]
### Task 4: B2B Platform Check (11:00 - Workdays)
**Purpose**: Review and respond to platform inquiries
**Check List**:
ALIBABA INTERNATIONAL STATION: □ New RFQ/ inquiries: [X] □ Pending quotes to follow up: [X] □ Product views/lead changes: [X] □ Competitor activity: [Notes]
MADE-IN-CHINA / OTHER PLATFORMS: □ New messages: [X] □ Action items: [Notes]
ACTION ITEMS FOR TODAY:
### Task 5: Social Media Posting (14:00 - Workdays)
**Purpose**: Generate and schedule social content
**Platform Rotation**:
| Day | Platform | Content Type |
|-----|----------|-------------|
| Mon | Facebook | Industry article/insight |
| Mon | Instagram | Product showcase |
| Tue | TikTok | Factory/Behind-the-scenes |
| Tue | Facebook | Poll or question |
| Wed | Instagram | Reel (product demo) |
| Wed | YouTube | (Weekly) Long video |
| Thu | TikTok | Trending sound adaptation |
| Thu | Facebook | Behind-the-scenes |
| Fri | Instagram | Stories (recap) |
| Fri | TikTok | Quick tip |
**Generated Content Template**:
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Platform: [Facebook/Instagram/TikTok/YouTube] Scheduled time: [14:00 local time]
📝 Caption/Description: [Full post text]
🏷️ Hashtags: [Platform-specific hashtags]
🖼️ Media: [Description of image/video to use]
✅ Ready to schedule or publish
### Task 6: US/North America Outreach (16:00 - Workdays)
**Purpose**: Send targeted emails to Americas prospects/customers
**Same structure as European Outreach (Task 3), but:
- Target: North America, Latin America
- Timing: Catch end of their workday
### Task 7: Daily Summary (17:30 - Workdays)
**Purpose**: End-of-day recap driven by real data — chat history, cron outputs, and customer records.
**Data Sources** (use tools to query, never fabricate):
1. **今日聊天记录** — 使用 `database` 工具查询 `conversations` 表：
`SELECT query, response, created_at FROM conversations WHERE company_id = {当前公司ID} AND date(created_at) = date('now', 'localtime') ORDER BY id ASC`
从这些对话中提取今天做了什么：客户背调、开发信、文档生成、平台诊断等。
2. **今日定时任务输出** — 使用 `list_files` 或 `read_file` 读取 `~/.hermes/cron/output/{today}/` 目录下的任务输出文件，汇总每个定时任务产出了什么。
3. **客户变动** — 使用 `database` 工具查询今日新增/更新的客户：
`SELECT name, created_at FROM customers WHERE company_id = {当前公司ID} AND date(created_at) = date('now', 'localtime')`
4. **待跟进提醒** — 从今日聊天记录中找出涉及具体客户名称的对话，提取需要明天跟进的事项。
**Output Rules**:
- **所有数据必须来自工具查询结果**，没有数据则写"今日无记录"
- **禁止编造**任何数字、客户名、完成事项
- 简明扼要，每条 1-2 行，不需要长篇描述
**Generated Content Template**:
（从今日聊天记录中提取实际完成的操作类型和数量）
（从 cron output 目录读取今日各任务的输出，简述每个任务产出）
（从聊天记录中提取涉及客户沟通的内容）
| 客户 | 今日互动摘要 | 建议下一步 | 优先级 |
|---|---|---|---|
| ... | ... | ... | ... |
（基于今天未完成的事项和待跟进客户，给出 3-5 条具体建议）
Generated by Foreign Trade Assistant
## Phase 3: Weekly Report (Friday 17:30)
**Purpose**: Weekly business review and planning
**Generated Content Template**:
[2-3 sentences: How was this week overall?]
| Metric | This Week | Last Week | Change | vs Target |
|---|---|---|---|---|
| New inquiries | [X] | [X] | [+/-X%] | [vs Target] |
| Quotes sent | [X] | [X] | [+/-X%] | [vs Target] |
| Orders closed | [X] | [X] | [+/-X%] | [vs Target] |
| Revenue | [Currency] | [Currency] | [+/-X%] | [vs Target] |
| Follow-ups | [X] | [X] | [+/-X%] | — |
| Social engagement | [X] | [X] | [+/-X%] | — |
| Stage | Count | Value |
|---|---|---|
| New inquiries | [X] | — |
| Under negotiation | [X] | [Currency] |
| Pending sample approval | [X] | — |
| Pending order confirmation | [X] | [Currency] |
| Challenge | Impact | Action Needed |
|---|---|---|
| [Challenge 1] | [Impact] | [Action] |
| Platform | Posts | Engagement | Best Performer |
|---|---|---|---|
| [X] | [X] impressions | [Post topic] | |
| [X] | [X] reach | [Post topic] | |
| [X] | [X] reach | [Post topic] | |
| TikTok | [X] | [X] views | [Post topic] |
Week [X] of [Year] | Prepared by Foreign Trade Assistant
## Phase 4: Cron Job Setup
### Task Scheduling Template
Use Hermes cron to schedule:
```bash
# Morning Brief — 08:00 Monday-Friday
trade cron create \
--name "Morning Brief" \
--schedule "0 8 * * 1-5" \
--deliver local \
--prompt "按照 b2b-daily-automation 技能中的「早安简报规范」生成今日简报。必须使用 web_search 逐项搜索实时汇率（USD/EUR/GBP→CNY）、大宗商品价格（金/铜/铝/原油）、目标市场新闻。查询昨日对话记录和客户待跟进清单。所有数值必须来自搜索结果，不得编造或留空。输出格式严格遵守简报规范模板。"
# LinkedIn Post — 09:30 Monday-Friday
trade cron create \
--name "LinkedIn Post" \
--schedule "30 9 * * 1-5" \
--deliver local \
--prompt "Generate LinkedIn post ready to publish. Include: engaging text post with hook, value proposition, and CTA. Add 5 relevant hashtags. User is in [INDUSTRY] exporting [PRODUCT]. Content should be professional but authentic."
# European Outreach — 10:00 Monday-Friday
trade cron create \
--name "EU Outreach" \
--schedule "0 10 * * 1-5" \
--deliver local \
--prompt "Generate [X] personalized outreach emails for European prospects/customers in [COUNTRIES]. For each: reference something specific about them, explain value proposition, include clear CTA. Check CRM for follow-up sequence."
# Platform Check — 11:00 Monday-Friday
trade cron create \
--name "Platform Check" \
--schedule "0 11 * * 1-5" \
--deliver local \
--prompt "Generate platform review checklist for today. Include: new RFQ count, pending quotes requiring follow-up, product view trends, competitor activity notes. Platforms: [ALIBABA/INDIAMART/ETC]."
# Social Media — 14:00 Monday-Friday
trade cron create \
--name "Social Media Post" \
--schedule "0 14 * * 1-5" \
--deliver local \
--prompt "Generate social media post for [PLATFORM]. Today's content type: [TEXT/IMAGE/VIDEO/POLL]. Include: caption, hashtags, media suggestions. User exports [PRODUCT] targeting [AUDIENCE]."
# US Outreach — 16:00 Monday-Friday
trade cron create \
--name "US Outreach" \
--schedule "0 16 * * 1-5" \
--deliver local \
--prompt "Generate [X] personalized outreach emails for US/Americas prospects/customers. Same structure as EU outreach. Target markets: [US/CANADA/LATAM]."
# Daily Summary — 17:30 Monday-Friday
trade cron create \
--name "Daily Summary" \
--schedule "30 17 * * 1-5" \
--deliver local \
--prompt "生成每日工作总结。按以下步骤从实际数据中收集信息，不编造任何内容：1) database 工具查询 conversations 表今天的所有对话，提取实际操作类型；2) read_file 读取 ~/.hermes/cron/output/ 下今天各任务的输出文件；3) database 工具查询 customers 表今天新增/更新的客户；4) 从聊天记录中提取涉及客户沟通的内容生成待跟进提醒。所有数据必须来自工具查询结果，没有数据则写'今日无记录'。遵循 b2b-daily-automation SKILL.md 中 Task 7 的模板格式。"
| Schedule | Meaning |
|---|---|
0 8 * * 1-5 | 8:00 AM, Monday-Friday |
30 9 * * 1-5 | 9:30 AM, Monday-Friday |
0 10 * * 1-5 | 10:00 AM, Monday-Friday |
0 14 * * 1-5 | 2:00 PM, Monday-Friday |
0 16 * * 1-5 | 4:00 PM, Monday-Friday |
30 17 * * 1-5 | 5:30 PM, Monday-Friday |
0 18 * * 5 | 6:00 PM, Friday (Weekly report) |
┌─────────────┐ ┌─────────────┐ ┌─────────────┐
│ Cron │───▶│ Trade │───▶│ User │
│ Tasks │ │ Assistant │ │ Executes │
└─────────────┘ └─────────────┘ └─────────────┘
│ │ │
│ ▼ │
│ ┌─────────────┐ │
│ │ CRM │◀──────────┘
│ │ Updates │
└──────────▶│ (next day)│
└─────────────┘
After each task execution:
Adjust timing based on:
Adjust content based on:
Adjust frequency based on: