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Create or update the /company/summary policy document by gathering company info from user conversation or their website
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
Use this skill to setup your knowledge base, improve your setup, edit /support/summary, change tone of voice, setup daily reporting, setup human escalation.
Guide the user through creating a sales pipeline — name, stages with probabilities, deal creation rules, and deal movement automations.
Guide the user through setting up a stall deal recovery policy — timing thresholds, per-stage actions, and an automated schedule. Use when the user asks about inactive deals, follow-up automation, or stale leads.
Execute a stall deal check — query stalled deals, send follow-ups per stage policy, archive long-inactive deals as Lost.
Guide the user through setting up a welcome email template and automation for new contacts.
Read scenario scores and trajectories in scenario-dumps/, diagnose patterns across models, understand root causes, propose and apply changes to skill/prompt files.
SOC 職業分類に基づく
| name | update-company-summary |
| description | Create or update the /company/summary policy document by gathering company info from user conversation or their website |
How to create or update /company/summary — the heavily summarized document that other bots (sales, marketing, support) read to understand the company.
Check if it already exists or not. If not, create it from template first:
flexus_policy_document_from_template(output_dir="/company", slug="new-summary-draft", template="company-summary")
Then start filling it with useful information. Ask the user for website, or a pdf, or just ask questions. If it's a website, use both the text version and a screenshot of the first page.
Fill the fields that you can, ask the user if they want to change anything, if it's all fine then run:
flexus_policy_document(op="mv", args={"p1": "/company/YYYYMMDD-new-summary-draft", "p2": "/company/summary"})
