deal-logger

name	deal-logger
description	Daily automated tool that checks WhatsApp/channel conversations, identifies deal-related discussions, and auto-logs notes to your CRM or tracking system.
metadata	{"openclaw":{"emoji":"💼","requires":{}}}

Deal Logger

Overview

Automatically scans your daily conversations, identifies deal-related contacts, and logs notes for pipeline tracking.

How It Works

1. Scans conversations from the last 24 hours across all channels
2. Identifies deal contacts by checking against your pipeline/CRM data
3. Summarizes the conversation using AI
4. Logs the note to your tracking system

Inputs

{
  "action": "scan_and_log",
  "timeframe": "24h",
  "dealSource": "file|api|env",
  "dealDataPath": "~/deals.json",
  "logTarget": "file|crm|notion",
  "logPath": "~/deal-logs/"
}

Configuration

The skill needs access to:

• Your deal pipeline data (list of contacts/companies in deals)
• A place to log the notes (file, CRM API, Notion, etc.)

Usage

Manual run

openclaw agent --message "/deal-logger scan_and_log" --local

Automated (cron)

openclaw cron add --schedule "0 9 * * *" --command "deal-logger scan_and_log"

Deal Data Format

Expected format in ~/deals.json:

{
  "deals": [
    {
      "contact": "[phone]",
      "name": "John Doe",
      "company": "Acme Corp",
      "dealStage": "negotiation",
      "value": "$50k"
    }
  ]
}

Output Format

Logs are written as:

{
  "date": "2026-02-03",
  "contact": "[phone]",
  "name": "John Doe",  
  "company": "Acme Corp",
  "conversationSummary": "Discussed pricing and delivery timeline. John confirmed budget approval.",
  "nextSteps": "Send proposal by Friday",
  "sentiment": "positive"
}