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.
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。
基于 SOC 职业分类
Ingest Gmail and Calendar activity into staged CRM decisions, relationship updates, and safe activity writes using context-aware matching and review queues.
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.
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.
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.
| 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 .gemini/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.