crmkit-digest

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 ```bash 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: ```cron 0 8 * * 1-5 CRMKIT_BASE_URL=https://api.crmkit.ai CRMKIT_TOKEN=ck_… /path/to/digest.sh | mail -s "crmkit digest" you@co.com ``` - **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`.