b2b-daily-automation

## 🌅 早安简报规范（Morning Brief Specification） **【最重要】简报中的所有数据必须通过 web_search 实时获取，不得编造、不得留空、不得使用占位符。** ### 执行步骤 1. 使用 `web_search` 搜索以下信息（逐项搜索，每项至少 2 次不同关键词）： - 当日美元/欧元/英镑兑人民币汇率（搜索 "USD CNY exchange rate today 2026"） - 当日金价、铜价、铝价、原油价（搜索 "gold price today" / "copper LME price" / "crude oil price today"） - 目标市场新闻（搜索每个目标市场的 top business news today） - 如果用户配置了产品行业（如 "电力金具"），搜索该行业的今日新闻 2. 从数据库查询： - 昨日对话记录中的客户互动 - 客户管理中的待跟进客户（A 级优先） 3. 输出格式（**数值必须来自搜索结果，不得有空白项**）： ``` # 🌅 早安简报 — {日期} ## 💱 汇率（中国银行中间价） | 货币 | 汇率 | 较昨日 | |------|------|--------| | 美元 USD | X.XX | +/--X% | | 欧元 EUR | X.XX | +/--X% | | 英镑 GBP | X.XX | +/--X% | （如果 web_search 未返回最新数据，使用已知的最新值并标注 "截至 {日期}"） ## 📊 大宗商品 | 商品 | 价格 | 单位 | |------|------|------| | 黄金 | XXXX | USD/oz | | 铜 (LME) | XXXX | USD/t | | 铝 (LME) | XXXX | USD/t | | 原油 (WTI) | XX | USD/桶 | （同理，无最新数据则标注日期） ## 🌍 目标市场动态 每个市场至少 2-3 条具体新闻摘要（50-80 字），包含实际公司名、数据、政策变化。 ## 👤 客户跟进提醒 从客户管理表中列出昨日互动过的客户 + A 级待跟进客户， 显示客户名称、国家、最后联系时间、建议跟进内容。 ## ⏰ 今日待办 基于客户跟进提醒 + 昨日对话生成的 3-5 条具体可执行事项。 ## 💪 今日一句话 ``` *Generated by Foreign Trade Assistant | Tasks for your review* ``` ### Task 2: LinkedIn Content (09:30 - Workdays) **Purpose**: AI generates content ready to copy-paste to LinkedIn **Content Types** (rotating): - Text post with insight - Document post (guide/checklist) - Poll question - Industry observation **Generated Content Template**: ``` # LinkedIn Post — Ready to Publish ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ [Content — optimized for LinkedIn engagement] ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📝 **Caption:** [Full post text with hashtags] 🏷️ **Hashtags:** #[Industry] #[Product] #[B2B] #[Sourcing] #[CompanyName] ⏰ **Best time to post:** 09:30 AM local time ✅ **Ready to paste and publish** ``` ### Task 3: European Outreach (10:00 - Workdays) **Purpose**: Send targeted emails to European prospects/customers **Target Selection Logic**: 1. Filter customers in European markets 2. Check last contact date 3. Select based on follow-up sequence 4. Personalize each email **Generated Email Template**: ``` --- TO: [Recipient Email] SUBJECT: [Personalized subject line] Hi [Name], [Personalized opening — reference something specific about them] [Body — value proposition, specific to their industry/needs] [Call to action — specific, easy to respond to] Best regards, [Your Name] [Title] | [Company] [Phone] | [WeChat] ``` ### Task 4: B2B Platform Check (11:00 - Workdays) **Purpose**: Review and respond to platform inquiries **Check List**: ``` ALIBABA INTERNATIONAL STATION: □ New RFQ/ inquiries: [X] □ Pending quotes to follow up: [X] □ Product views/lead changes: [X] □ Competitor activity: [Notes] MADE-IN-CHINA / OTHER PLATFORMS: □ New messages: [X] □ Action items: [Notes] ACTION ITEMS FOR TODAY: 1. [ ] Respond to [X] new inquiries 2. [ ] Follow up on [X] pending quotes 3. [ ] [Other task] ``` ### Task 5: Social Media Posting (14:00 - Workdays) **Purpose**: Generate and schedule social content **Platform Rotation**: | Day | Platform | Content Type | |-----|----------|-------------| | Mon | Facebook | Industry article/insight | | Mon | Instagram | Product showcase | | Tue | TikTok | Factory/Behind-the-scenes | | Tue | Facebook | Poll or question | | Wed | Instagram | Reel (product demo) | | Wed | YouTube | (Weekly) Long video | | Thu | TikTok | Trending sound adaptation | | Thu | Facebook | Behind-the-scenes | | Fri | Instagram | Stories (recap) | | Fri | TikTok | Quick tip | **Generated Content Template**: ``` # Social Media Post — Ready to Publish ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Platform: [Facebook/Instagram/TikTok/YouTube] Scheduled time: [14:00 local time] 📝 **Caption/Description:** [Full post text] 🏷️ **Hashtags:** [Platform-specific hashtags] 🖼️ **Media:** [Description of image/video to use] ✅ **Ready to schedule or publish** ``` ### Task 6: US/North America Outreach (16:00 - Workdays) **Purpose**: Send targeted emails to Americas prospects/customers **Same structure as European Outreach (Task 3), but: - Target: North America, Latin America - Timing: Catch end of their workday ### Task 7: Daily Summary (17:30 - Workdays) **Purpose**: End-of-day recap driven by real data — chat history, cron outputs, and customer records. **Data Sources** (use tools to query, never fabricate): 1. **今日聊天记录** — 使用 `database` 工具查询 `conversations` 表： `SELECT query, response, created_at FROM conversations WHERE company_id = {当前公司ID} AND date(created_at) = date('now', 'localtime') ORDER BY id ASC` 从这些对话中提取今天做了什么：客户背调、开发信、文档生成、平台诊断等。 2. **今日定时任务输出** — 使用 `list_files` 或 `read_file` 读取 `~/.hermes/cron/output/{today}/` 目录下的任务输出文件，汇总每个定时任务产出了什么。 3. **客户变动** — 使用 `database` 工具查询今日新增/更新的客户： `SELECT name, created_at FROM customers WHERE company_id = {当前公司ID} AND date(created_at) = date('now', 'localtime')` 4. **待跟进提醒** — 从今日聊天记录中找出涉及具体客户名称的对话，提取需要明天跟进的事项。 **Output Rules**: - **所有数据必须来自工具查询结果**，没有数据则写"今日无记录" - **禁止编造**任何数字、客户名、完成事项 - 简明扼要，每条 1-2 行，不需要长篇描述 **Generated Content Template**: ``` # 📊 每日工作总结 — {日期} ## 今日操作回顾 （从今日聊天记录中提取实际完成的操作类型和数量） - 客户背调: X 项 - 开发信/邮件: X 封 - 文档生成: X 份 - 平台诊断: X 次 - 其他: ... ## 定时任务执行情况 （从 cron output 目录读取今日各任务的输出，简述每个任务产出） - 早安简报: 已生成 / 未执行 - LinkedIn 加人: 已生成 X 个搜索方案 - ... ## 今日客户变动 - 新增客户: （列出名字，无则写"无"） - 更新客户: （列出名字和更新内容摘要） ## 待跟进提醒 （从聊天记录中提取涉及客户沟通的内容） | 客户 | 今日互动摘要 | 建议下一步 | 优先级 | |------|-------------|-----------|--------| | ... | ... | ... | ... | ## 明日建议 （基于今天未完成的事项和待跟进客户，给出 3-5 条具体建议） --- *Generated by Foreign Trade Assistant* ``` ## Phase 3: Weekly Report (Friday 17:30) **Purpose**: Weekly business review and planning **Generated Content Template**: ``` # 📈 Weekly Report — Week [X] ([Start Date] - [End Date]) ## Executive Summary [2-3 sentences: How was this week overall?] ## Key Metrics | Metric | This Week | Last Week | Change | vs Target | |--------|-----------|-----------|--------|-----------| | New inquiries | [X] | [X] | [+/-X%] | [vs Target] | | Quotes sent | [X] | [X] | [+/-X%] | [vs Target] | | Orders closed | [X] | [X] | [+/-X%] | [vs Target] | | Revenue | [Currency] | [Currency] | [+/-X%] | [vs Target] | | Follow-ups | [X] | [X] | [+/-X%] | — | | Social engagement | [X] | [X] | [+/-X%] | — | ## Pipeline Status | Stage | Count | Value | |-------|-------|-------| | New inquiries | [X] | — | | Under negotiation | [X] | [Currency] | | Pending sample approval | [X] | — | | Pending order confirmation | [X] | [Currency] | ## Top Wins This Week 1. **[Win 1]**: [Description — customer, product, value] 2. **[Win 2]**: [Description] ## Challenges & Blockers | Challenge | Impact | Action Needed | |-----------|--------|---------------| | [Challenge 1] | [Impact] | [Action] | ## Customer Spotlight ### 🏆 Top Customer: [Name] - This week: [Activity] - YTD revenue: [Amount] ### ⚠️ At-Risk: [Name] - Risk: [Description] - Action taken: [Action] ## Next Week's Plan ### Priorities 1. [ ] [Priority 1] 2. [ ] [Priority 2] 3. [ ] [Priority 3] ### Key Dates - [Meeting/Call on Day] - [Quote follow-up due] - [Sample delivery expected] ## Social Media Performance | Platform | Posts | Engagement | Best Performer | |----------|-------|-----------|----------------| | LinkedIn | [X] | [X] impressions | [Post topic] | | Facebook | [X] | [X] reach | [Post topic] | | Instagram | [X] | [X] reach | [Post topic] | | TikTok | [X] | [X] views | [Post topic] | --- *Week [X] of [Year] | Prepared by Foreign Trade Assistant* ``` ## Phase 4: Cron Job Setup ### Task Scheduling Template Use Hermes cron to schedule: ```bash # Morning Brief — 08:00 Monday-Friday trade cron create \ --name "Morning Brief" \ --schedule "0 8 * * 1-5" \ --deliver local \ --prompt "按照 b2b-daily-automation 技能中的「早安简报规范」生成今日简报。必须使用 web_search 逐项搜索实时汇率（USD/EUR/GBP→CNY）、大宗商品价格（金/铜/铝/原油）、目标市场新闻。查询昨日对话记录和客户待跟进清单。所有数值必须来自搜索结果，不得编造或留空。输出格式严格遵守简报规范模板。" # LinkedIn Post — 09:30 Monday-Friday trade cron create \ --name "LinkedIn Post" \ --schedule "30 9 * * 1-5" \ --deliver local \ --prompt "Generate LinkedIn post ready to publish. Include: engaging text post with hook, value proposition, and CTA. Add 5 relevant hashtags. User is in [INDUSTRY] exporting [PRODUCT]. Content should be professional but authentic." # European Outreach — 10:00 Monday-Friday trade cron create \ --name "EU Outreach" \ --schedule "0 10 * * 1-5" \ --deliver local \ --prompt "Generate [X] personalized outreach emails for European prospects/customers in [COUNTRIES]. For each: reference something specific about them, explain value proposition, include clear CTA. Check CRM for follow-up sequence." # Platform Check — 11:00 Monday-Friday trade cron create \ --name "Platform Check" \ --schedule "0 11 * * 1-5" \ --deliver local \ --prompt "Generate platform review checklist for today. Include: new RFQ count, pending quotes requiring follow-up, product view trends, competitor activity notes. Platforms: [ALIBABA/INDIAMART/ETC]." # Social Media — 14:00 Monday-Friday trade cron create \ --name "Social Media Post" \ --schedule "0 14 * * 1-5" \ --deliver local \ --prompt "Generate social media post for [PLATFORM]. Today's content type: [TEXT/IMAGE/VIDEO/POLL]. Include: caption, hashtags, media suggestions. User exports [PRODUCT] targeting [AUDIENCE]." # US Outreach — 16:00 Monday-Friday trade cron create \ --name "US Outreach" \ --schedule "0 16 * * 1-5" \ --deliver local \ --prompt "Generate [X] personalized outreach emails for US/Americas prospects/customers. Same structure as EU outreach. Target markets: [US/CANADA/LATAM]." # Daily Summary — 17:30 Monday-Friday trade cron create \ --name "Daily Summary" \ --schedule "30 17 * * 1-5" \ --deliver local \ --prompt "生成每日工作总结。按以下步骤从实际数据中收集信息，不编造任何内容：1) database 工具查询 conversations 表今天的所有对话，提取实际操作类型；2) read_file 读取 ~/.hermes/cron/output/ 下今天各任务的输出文件；3) database 工具查询 customers 表今天新增/更新的客户；4) 从聊天记录中提取涉及客户沟通的内容生成待跟进提醒。所有数据必须来自工具查询结果，没有数据则写'今日无记录'。遵循 b2b-daily-automation SKILL.md 中 Task 7 的模板格式。" ```