crm-nightly-task-report

name	crm-nightly-task-report
description	Create a nightly CRM task report listing overdue tasks and tasks due in the next few days from CRM_DATA_PATH/Tasks, grouped by overdue/upcoming, date, status, and priority, and save it as a Markdown report.

Skill: CRM Nightly Task Report

Use When

Use this skill when the user asks for a nightly task report, overdue tasks, upcoming CRM tasks, or the report pattern "overdue or to be done in the next couple days."

Workflow

1. Resolve CRM_DATA_PATH from the environment or .env.

2. Run the bundled script:

   python3 .agents/skills/crm-nightly-task-report/scripts/nightly_task_report.py --days 3
   

3. Report the saved file path and summarize the top execution cluster.

Report Rules

• Use the current local date as the report date unless the user gives a date.
• Treat --days 3 as today plus the next three calendar days. For example, on 2026-04-20 this includes due dates through 2026-04-23.
• Exclude statuses complete, completed, done, and canceled.
• Keep todo separate from waiting; todo means John owes action, while waiting means someone else owes the next move or the item needs review.
• Prioritize high-priority todo tasks when summarizing the execution cluster.
• Save reports under CRM_DATA_PATH/Reports unless the user asks for a different destination.

Notes

• This is a read/report workflow. It should not mutate CRM task records, crm-data/index.md, or crm-data/log.md.
• If the user asks to run this automatically every night, create a Codex automation that invokes this skill and opens an inbox item with the report path and top priorities.