Ingest Gmail and Calendar activity into staged CRM decisions, relationship updates, and safe activity writes using context-aware matching and review queues.
原文语言:英语
菜单
SkillsMP 已收集 jjanuszczak/crm-llm 中的 5 个 Skill。打开任一 Skill 可查看来源和详情。
已展示 5 / 5 个已收集 Skill。
Ingest Gmail and Calendar activity into staged CRM decisions, relationship updates, and safe activity writes using context-aware matching and review queues.
原文语言:英语
Log a scheduled or unscheduled meeting from meeting notes, usually from a Google Doc or transcript, by finding the related CRM records, updating or creating the matching Activity, inferring concrete follow-on Tasks with due dates, and refreshing…
原文语言:英语
Create a nightly CRM task report listing overdue tasks and tasks due in the next few days from CRM_DATA_PATH/Tasks, grouped by overdue/upcoming, date, status, and priority, and save it as a Markdown report.
原文语言:英语
Scan the crm-logic repository for private CRM data leakage and guide conservative sanitization. Use when asked to audit, scrub, anonymize, remove from Git history, or verify that private vault data, real CRM counterparties, personal emails, source refs,…
原文语言:英语
Reconcile CRM task completion state with Google Tasks in a narrow, review-aware utility workflow while keeping the local vault as the source of truth.
原文语言:英语