菜单
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.
默认使用会先检查来源的 Prompt；你也可以切换为直接命令，或下载本地副本。
决定是否安装前，请先阅读 SKILL.md，以及 SkillsMP 当前展示的配套文件。
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
直接命令不会经过审查 Prompt；运行前请先检查来源。
npx skills add https://github.com/jjanuszczak/crm-llm --skill crm-nightly-task-report命令会保持在同一行。复制前请横向滚动并检查完整内容。
想先保存到本地？可下载 SkillsMP 当前能够提供的文件。
正在显示 SKILL.md
Ingest Gmail and Calendar activity into staged CRM decisions, relationship updates, and safe activity writes using context-aware matching and review queues.
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 index.md/log.md/dashboard artifacts.
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, staging outputs, or migration artifacts have not slipped into tracked repo content or reachable Git history.
| name | crm-nightly-task-report |
| description | 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. |
Use this skill when the user asks for a nightly task report, overdue tasks, upcoming CRM tasks, or the report pattern "overdue or to be done in the next couple days."
Resolve CRM_DATA_PATH from the environment or .env.
Run the bundled script:
python3 .agents/skills/crm-nightly-task-report/scripts/nightly_task_report.py --days 3
Report the saved file path and summarize the top execution cluster.
--days 3 as today plus the next three calendar days. For example, on 2026-04-20 this includes due dates through 2026-04-23.complete, completed, done, and canceled.todo separate from waiting; todo means John owes action, while waiting means someone else owes the next move or the item needs review.todo tasks when summarizing the execution cluster.CRM_DATA_PATH/Reports unless the user asks for a different destination.crm-data/index.md, or crm-data/log.md.