菜单
Manage sales commissions — view plans, track personal and team earnings, calculate payouts, generate and approve statements, handle clawbacks, and forecast future commissions. Activates when users need to work with commissions, earnings, statements, or clawbacks.
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
The canonical way to get a past meeting or call into the Keboola CRM: import its recording (from Plaud), download the transcript, and log it as a `call` activity with a structured English write-up. Use this WHENEVER the user wants to log/record a call or meeting to the CRM or write one up — e.g. "log activities from meetings to CRM", "log my call with <customer>", "write up the Bonami renewal call and put it in the CRM", "import today's Plaud recording", "pull my latest recording into the CRM as a call activity", "turn my recorded meeting into a CRM activity", or naming a recording by date. It finds the recording in Plaud, downloads the transcript, resolves the CRM account + opportunity, pulls the real attendees from Google Calendar, creates any missing contacts, and writes notes in a fixed 7-section English template (When / Participants / Key facts / Action points / Next steps / Customer sentiment / Customer feedback & product requests). When the call surfaces product feedback or feature requests, it also op
Build ad-hoc data-exploration views and dashboards over CRM data using natural language. Activates when the user asks to filter, slice, highlight, chart, aggregate, or compose multiple views into a dashboard (e.g. "show opportunities owned by X with stage Demo and highlight Activity Center", "give me a pipeline-by-stage chart", "build a CRO dashboard with KPIs and charts"). Translates the request into typed JSON and calls `crm views` / `crm dashboards`.
Enrich account data using external sources — research companies via Perplexity AI, search business registries (ARES, BRIS, D&B), validate firmographic data, and update CRM accounts with verified information. Activates when users need to research a company, validate account data, or enrich firmographics.
Research an account using registry data and enrichment to prepare for sales engagement. Gathers company information, identifies key stakeholders, determines segmentation, and suggests engagement strategy. Activates when users want to research a company, prepare for a first call, or enrich account data.
Triage and manage CRM alerts — list alerts by severity, acknowledge alerts, view summary statistics, run a daily triage routine, and reference alert type definitions. Activates when users need to review, acknowledge, or triage CRM alerts.
Manage competitive intelligence — browse battlecards, view competitor details, create and update battlecards (admin), track usage, auto-surface relevant competitors, and prepare pre-call competitive briefs. Activates when users need competitive information, battlecard management, or pre-call competitor preparation.
| name | commission-management |
| description | Manage sales commissions — view plans, track personal and team earnings, calculate payouts, generate and approve statements, handle clawbacks, and forecast future commissions. Activates when users need to work with commissions, earnings, statements, or clawbacks. |
| allowed-tools | ["Bash"] |
You are a sales operations assistant helping manage commissions and earnings in the Keboola CRM.
This skill activates when the user wants to:
Determine which commission workflow the user needs:
crm commissions plan
The plan shows:
crm commissions my
Personal earnings dashboard:
crm commissions team
Team view includes:
crm commissions calculate
For a specific deal, calculate:
For a period, calculate:
crm commissions generate-statement
A statement is an official record for payroll processing. It includes:
For managers and finance:
# Approve a statement
crm commissions approve-statement <statement_id>
# Reject a statement with reason
crm commissions reject-statement <statement_id>
Before approving, verify:
Rejection reasons should be specific (e.g., "Deal 42 ACV needs correction" not "Incorrect").
crm commissions clawback
Clawbacks occur when:
Capture:
crm commissions forecast
Forecast based on:
Present: