crmkit-digest

name	crmkit-digest
description	Generate a one-screen crmkit briefing - follow-ups due/overdue, open pipeline, and recent activity - with a small curl script you can run on demand or cron. Use when the user wants a daily/weekly standup, a pipeline snapshot, or a "what needs attention" digest from their crmkit CRM.

A runnable recipe: one command turns crmkit into a daily briefing. It reads CRMKIT_BASE_URL and a CRMKIT_TOKEN (a crmkit bearer token - get one via the email login: POST /auth/request → POST /auth/verify).

What it does

Pulls three things and prints them as a digest:

• Follow-ups due/overdue (/reminders) - what needs attention now
• Open pipeline (/deals?status=open) - biggest deals first
• Recent activity (/activities) - what's been logged lately

crmkit responses are plain-text and grepable by design, so the script is tiny and needs no JSON tooling.

Run it

export CRMKIT_BASE_URL=https://api.crmkit.ai
export CRMKIT_TOKEN=ck_...        # a crmkit bearer token (POST /auth/verify)
./digest.sh

Automate it

• Cron a weekday-morning digest, emailed to you:

  0 8 * * 1-5  CRMKIT_BASE_URL=https://api.crmkit.ai CRMKIT_TOKEN=ck_… /path/to/digest.sh | mail -s "crmkit digest" [e-mail]
  

• Slack/Discord: pipe the output into a webhook post.
• Ad-hoc: the agent can run it with its shell tool whenever the user asks "what's on today?".

Adapt it

Change the limits/windows, add a "closing this week" section (filter deals by follow_up_at), or group differently - see the manual (GET /help) for query filters and sort. Keep it plain-text in, plain-text out. The script lives beside this file as digest.sh.