Localized reading guide
crm-autopilotPurpose, usage and source
Keeps the CRM current without the owner ever opening it. Creates and updates contacts and deals from email, calendar, and call transcripts; logs activity automatically; drafts follow-ups on deals that have gone quiet; and maintains a next-step queue so nothing sits unowned. Runs on demand or on a schedule, includes a hygiene sweep for duplicates and stale records, and builds a lightweight CRM in a spreadsheet for owners who don't have one. Use this whenever CRM data or pipeline hygiene comes up — including phrasings like "update my CRM," "log this call," "clean up HubSpot," "clean up Salesforce," "add this to the deal," "turn my meeting into a deal note," "which deals have gone quiet," "I hate data entry," or "my pipeline is out of date." Reach for it when the owner describes a call or meeting worth recording, even without naming the CRM.
Source retrieved:
- Source repository
- anthropics/knowledge-work-plugins
- SKILL.md
small-business/skills/crm-autopilot/SKILL.md- Repository stars
- 34,049
- Repository updated
- 2026-10-30
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- Last collected
License: Apache-2.0
Workflow excerpts are reading aids, not executable instructions from Codez. No third-party Skill was run to produce this page.
The purpose and workflow passages below are upstream material, organized and translated for reading. They are distinct from the separately labeled Codez editorial analysis.
What this Skill does
Keeps the CRM current without the owner ever opening it. Creates and updates contacts and deals from email, calendar, and call transcripts; logs activity automatically; drafts follow-ups on deals that have gone quiet; and maintains a next-step queue so nothing sits unowned. Runs on demand or on a schedule, includes a hygiene sweep for duplicates and stale records, and builds a lightweight CRM in a spreadsheet for owners who don't have one. Use this whenever CRM data or pipeline hygiene comes up — including phrasings like "update my CRM," "log this call," "clean up HubSpot," "clean up Salesforce," "add this to the deal," "turn my meeting into a deal note," "which deals have gone quiet," "I hate data entry," or "my pipeline is out of date." Reach for it when the owner describes a call or meeting worth recording, even without naming the CRM.
How the upstream workflow works
Step 1 — Work out which mode this is
Four paths. Pick from the message and context. Log — an email, meeting, or call transcript to record against a deal Standing — a scheduled sweep across recent activity, logging everything new Follow-up — deals that have gone quiet and need a next step drafted
Upstream passage · L25 ↗Step 2 — Gather context
Log path. Read the referenced email thread, calendar event, or call transcript. For a meeting with no event named, use the most recent completed one in the last 24 hours and confirm before writing. Zoom transcripts are the highest-value input here. A recorded sales call contains the next step, the objection, the budget signal, and the timeline — all the fields the owner would otherwise type from memory three days later. Read reference/standing_mode.md for what to extract. RingEx Chat, when connected, adds what the team said — not what the customer said. Team Chat posts are where deal news actually lands first: someone writes "just got off with Dana, they want the bigger unit" in a channel and it never reaches the CRM.
Step 3 — Resolve the contact and the deal
Check the portal is populated first. One count each of contacts and deals (HubSpot: search_crm_objects, limit 1. Salesforce: discover a SOQL query operation, describe it, then dispatch_readonly it with SELECT COUNT() FROM Contact, again with Lead WHERE IsConverted = false, and again with Opportunity — an org early in its life often holds its whole pipeline in unconverted leads. Before any resolution.) Zero across every count means an empty or brand-new portal. (The count decides, not HubSpot's onboarded flag from get_user_details — a portal with hundreds of contacts can still report onboarded: false.) Say so in one line, offer the built-in spreadsheet CRM — and on HubSpot only, its own setup as well (manage_onboarding, action SET_GOAL; no other CRM connector has an equivalent) — and stop before any deal lookup.
Requirements and setup
No short requirements passage was selected from this file. This does not mean the Skill has no dependencies. Check the repository setup instructions and referenced files.
Limits and quality checks
No separate limits passage was selected from this file. This does not mean the Skill is safe for every input or environment. Review the complete source and validate your own result.
Start with a safe trial
- Check the supported host and the repository installation instructions. Keep the Skill directory and its referenced scripts, assets and documentation together; SKILL.md alone may omit dependencies.
- Give the agent your real input, desired output and acceptance criteria. Invocation syntax and available tools depend on the host; this site does not assume a universal install command.
- Try the source workflow in a disposable project or on a copy. Review operations that change files, remote services or billable resources before allowing them.
- Validate the output against the source quality checks and your own requirements. A successful trigger or a high repository Star count does not establish a correct result.
Read further in the source
- CRM Autopilot
- Step 1 — Work out which mode this is
- Step 2 — Gather context
- Step 3 — Resolve the contact and the deal
- Step 4 — Write the activity
- Step 5 — Draft follow-ups on quiet deals
- Step 6 — Hygiene sweep
- Step 7 — Report
- No CRM? Build one.
- Approval gates
- What not to do
- Output
- After the run
- Reference files
- Using a tool that isn't listed
Related Skills
Translation and scope
This reading guide selects passages from the pinned upstream SKILL.md. Translation is assisted. It is not a complete manual or a claim of tested compatibility. Read the original and its referenced files before use.
This introduction refers to the pinned version below; current repository activity and collection time are shown separately.
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