automate-crm

Guide for developing monday.com platform API tools in the agent-toolkit package. Use when creating, modifying, or debugging tools in packages/agent-toolkit/src/core/tools/platform-api-tools/, working with GraphQL queries, or adding new MCP tools to the toolkit.

Analyze CRM activity data — rep performance, call and email volume, team activity breakdowns, and engagement stats. Use when someone says "how many calls did the team make", "show me rep activity", "who's the most active rep", "activity breakdown this week", "how is the team performing", "what's our outreach volume", "compare rep activity", "call stats", "email volume by rep", "activity report", or "team engagement stats". For team, rep or account-wide totals; not for one item's activity history (use log-activity) or sequence performance (use run-sequence).

Prioritized CRM briefing for today — what needs attention now across deals, contacts, accounts or leads, with tasks due today, deals closing or slipping, contacts going cold, and a summary of recent meetings and activity. Works on any monday CRM setup, or with no board at all. Use when someone says 'morning briefing', 'daily brief', 'what's on my plate today', 'catch me up on my deals', 'what needs my attention', 'anything urgent in my deals', 'what should I focus on today', 'start my day', or 'daily standup prep'. Not for period forecasts or commit-vs-best-case views (use forecast).

Check your CRM board's health and clean up messy data — run a scored health check (missing fields, stalled deals, abandoned columns, automation gaps) as a report, or fix data in bulk (phone formats, missing emails, country codes, unowned deals, stale dates). Use when someone says "clean my CRM", "fix my data", "normalize my phone numbers", "fill in missing owners", "run a board health check", "audit my CRM board", "what's broken in my CRM", "what are the data gaps on my board", "board is messy", or "clean up before my kickoff call".

Build a forecast dashboard in monday — committed, best-case, and pipeline views by close month, rendered as real dashboard widgets. Use when someone says "build me a forecast", "show me Q2 pipeline", "Salesforce-style forecast", "forecast dashboard", "commit vs best-case", "what's our number this quarter", "how are we tracking to quota", "weighted pipeline", "deal rollup", "Clari-style", "pipeline by month", "pipeline summary", or "what's in commit". For views by period; not for today's priorities or what needs attention now (use daily-briefing).

Log one call, meeting or note that the user describes onto a single CRM item's timeline, read that item's activity history, or add a correction. Use when someone says "log my call with", "add a note to the deal", "record this meeting with", "log a meeting with", "track a call with", "I just spoke with", "I just had a call with", "note on the account", "what activities happened on this deal", "what's the activity history for", "correct the activity I logged", or "add to my note on". Not for turning recorded Notetaker meetings or pasted transcripts into deal recaps (use meeting-to-deal), and not for team or rep activity totals (use activity-insights).

Turn recorded monday Notetaker meetings (or a pasted transcript) into deal recaps — key points, commitments and next steps posted as updates on the matching CRM deals (confirmed per your mode), with optional stage edits and new contacts for unknown attendees. Use when someone says "log my recorded meetings to deals", "sync notetaker", "update CRM from my recorded calls", "add notes from my Notetaker meetings", "update my deals from this transcript", "what did I commit to in meetings", or "what did I promise in yesterday's calls". Not for dictating a single call or note onto one item (use log-activity).

Manage CRM sequences end-to-end — list, create, enroll contacts, activate/deactivate, duplicate, and track performance. Use when someone says "what sequences do I have", "create a welcome sequence", "enroll this contact in a sequence", "add these leads to my nurture sequence", "deactivate the cold outreach sequence", "activate my new sequence", "how is my nurture sequence doing", "show me sequence analytics", "create a drip sequence", "who is enrolled in", "duplicate this sequence", "set up an outreach sequence", "check this contact's sequence history", or "what sequences is this lead in". Not for board automations or if-this-then-that rules (use automate-crm).

Helps users discover and install agent skills when they ask questions like "how do I do X", "find a skill for X", "is there a skill that can...", or express interest in extending capabilities. This skill should be used when the user is looking for functionality that might exist as an installable skill.

Configure this repo for the engineering skills: set up its issue tracker, triage label vocabulary, and domain doc layout. Run once before first use of the other engineering skills.

Teach the user a new skill or concept, within this workspace.

No description in the SKILL.md.

No description in the SKILL.md.

Ask which skill or flow fits your situation. A router over the skills in this repo.

No description in the SKILL.md.

Plan a huge chunk of work (more than one agent session can hold) as a shared map of decision tickets on your issue tracker, and resolve them one at a time until the way to the destination is clear.