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Cleans a weekly CRM export and produces a regional sales summary. Activates when the user asks to clean a CRM export, deduplicate sales rows, calculate regional totals, or generate a weekly sales report from a CSV.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
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| name | weekly-crm-report |
| description | Cleans a weekly CRM export and produces a regional sales summary. Activates when the user asks to clean a CRM export, deduplicate sales rows, calculate regional totals, or generate a weekly sales report from a CSV. |
| license | MIT |
| metadata | {"author":"agent-skill-creator","version":"1.0.0"} |
Turn a raw weekly CRM export (CSV) into a clean regional sales summary: drop duplicate rows, total revenue per region, and emit a structured JSON summary an agent can narrate or hand to a PDF/dashboard step.
This is a bundled example skill — small but real, and used to demonstrate the creator's validation, pipeline, and eval-rollout machinery end to end.
Activates on requests like "clean this CRM export", "weekly sales report", "regional totals from this CSV". Do not activate on general spreadsheet or analytics questions that don't involve a CRM export.
A CSV with at least region and amount columns (extra columns are ignored).
Duplicate rows (identical across all columns) are removed before totalling.
One command produces the summary:
python3 scripts/run_pipeline.py --input <export.csv> --output summary.json
Output JSON shape:
{
"rows_in": 120,
"rows_after_dedup": 118,
"regions": {"West": 40210.5, "East": 38110.0},
"grand_total": 78320.5
}