ai-crm-cleanup

ai-crm-cleanup CRM Cleanup Assistant

Quick Start

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Overview

The CRM Cleanup Assistant is used to answer "Is the CRM data still usable", organize materials, clean data, and identify action items. It is suitable for operations, product, sales, and software to call after clarifying business goals, content materials, or analysis targets. It will combine documents, spreadsheets or records, pasted documents, spreadsheets, meeting notes, customer feedback, comment text, or materials to be organized. and other inputs, organize key context, and output sales strategies, communication materials, and follow-up plans, making it easy to continue execution, review, or delivery.

When to Use

Applicable Scenarios

• When users ask questions such as "Is the CRM data still usable" and need to quickly break down goals, determine priorities, and form executable results
• Operations, product, sales, and software need to generate sales strategies, communication materials, and follow-up plans around the CRM Cleanup Assistant
• Users have already prepared organization goals (explain the desired structured summary, cleanup rules, action items, gap reminders, or delivery purpose.), intended users (explain the audience, team, role, or business scenario the organized results should serve.), data links (fill in publicly accessible documents, spreadsheets, pages, or material links; for restricted content, upload or paste instead.), and hope to organize them into executable analysis or optimization results
• Users need to turn CRM Cleanup Assistant-related materials into clear conclusions, priorities, and next-step actions

How to Call

Call the AI Skills API directly through the exported Python runner:

Command Examples

Basic Call

python3 scripts/run.py --params '{}'

Call with Common Parameters

python3 scripts/run.py --params '{"goal":"整理目标"}'

Parameter Description

Parameter	Type	Required	Default	Description
goal	string	No	-	Explain the desired structured summary, cleanup rules, action items, gap reminders, or delivery purpose
audience	string	No	-	Explain the audience, team, role, or business scenario the organized results should serve
materialUrl	string	No	-	Fill in publicly accessible documents, spreadsheets, pages, or material links; for restricted content, upload or paste instead; must pass a complete accessible URL
materialFile	string	No	-	Upload documents, spreadsheets, meeting minutes, customer materials, or comment data files
materialText	string	No	-	Paste documents, spreadsheets, meeting records, customer feedback, comment text, or materials to be organized
brandRequirements	string	No	-	Supplement field definitions, time range, format requirements, immutable facts, sensitive information handling, or key points for manual review

See the complete machine-readable parameter structure at references/form-schema.json。

Parameter Value Reference

This skill currently has no categorical parameters that require additional lookup.

Supported Input Formats

This skill directly accepts JSON parameters; if the parameters contain link fields, pass a complete, accessible URL.

Example Request

The example parameters below can be passed directly to scripts/run.py, and the runner will send them to the AI Skills API.

python3 scripts/run.py --params '{"goal":"整理目标"}'

Equivalent --params JSON：

{
  "goal": "整理目标"
}

Example return result

{
  "success": true,
  "data": {
    "message": "示例结果请以技能真实返回结构为准。"
  },
  "meta": {
    "executionTime": 842,
    "cached": false
  }
}

Deliverables

• Sales strategy, communication materials, and follow-up plan: organize the core results around the user's goals that can be directly read, reviewed, or delivered.
• Interpretation of input materials: combine the organization goal (explain the desired structured summary, cleanup rules, action items, gap reminders, or delivery purpose.), intended users (explain the audience, team, role, or business scenario the organized results should serve.), and material links (provide publicly accessible documents, spreadsheets, pages, or material links; for restricted content, upload or paste instead.) to extract key context and the basis for judgment.
• Next steps: provide priorities, execution suggestions, or a content framework that can be further processed.

Suggestions for using the results

• First determine whether the output answers the user's core question about "CRM Cleanup Assistant".
• Then check whether the results cover the sales strategy, communication materials, and follow-up plan, and whether they provide clear next steps.
• If there is little input material, it is recommended to ask the user to supplement the goals, audience, constraints, or original materials before running.

Preparation before running

• AISKILLS_BASE_URL: default https://ai-skills.ai
• AISKILLS_API_KEY: required, used for authenticated calls
• AISKILLS_TENANT_ID: default default