| name | weekly-crm-report |
| description | Cleans a weekly CRM export and produces a regional sales summary. Activates when the user asks to clean a CRM export, deduplicate sales rows, calculate regional totals, or generate a weekly sales report from a CSV. |
| license | MIT |
| metadata | {"author":"agent-skill-creator","version":"1.0.0"} |
Weekly CRM Report
Turn a raw weekly CRM export (CSV) into a clean regional sales summary: drop
duplicate rows, total revenue per region, and emit a structured JSON summary an
agent can narrate or hand to a PDF/dashboard step.
This is a bundled example skill — small but real, and used to demonstrate the
creator's validation, pipeline, and eval-rollout machinery end to end.
Activation
Activates on requests like "clean this CRM export", "weekly sales report",
"regional totals from this CSV". Do not activate on general spreadsheet or
analytics questions that don't involve a CRM export.
Input
A CSV with at least region and amount columns (extra columns are ignored).
Duplicate rows (identical across all columns) are removed before totalling.
Run
One command produces the summary:
python3 scripts/run_pipeline.py --input <export.csv> --output summary.json
Output JSON shape:
{
"rows_in": 120,
"rows_after_dedup": 118,
"regions": {"West": 40210.5, "East": 38110.0},
"grand_total": 78320.5
}
Anti-goals
- Not a general BI tool; it totals one numeric column per region.
- Does not fetch from a live CRM API; it operates on an exported CSV.
