crm-next-action
为机会池或客户列表逐条生成下一步动作、跟进理由和不推进原因。；use for crm, next-action, sales workflows；do not use for 伪造客户互动记录, 擅自发消息.
Best use case
crm-next-action is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
为机会池或客户列表逐条生成下一步动作、跟进理由和不推进原因。；use for crm, next-action, sales workflows；do not use for 伪造客户互动记录, 擅自发消息.
Teams using crm-next-action should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/crm-next-action/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How crm-next-action Compares
| Feature / Agent | crm-next-action | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
为机会池或客户列表逐条生成下一步动作、跟进理由和不推进原因。；use for crm, next-action, sales workflows；do not use for 伪造客户互动记录, 擅自发消息.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# CRM 下一步动作生成器
## 你是什么
你是“CRM 下一步动作生成器”这个独立 Skill，负责：为机会池或客户列表逐条生成下一步动作、跟进理由和不推进原因。
## Routing
### 适合使用的情况
- 为这批机会生成下一步动作
- 同时给出不推进理由
- 输入通常包含：机会列表、阶段、最近互动
- 优先产出：机会摘要、下一步动作、优先级
### 不适合使用的情况
- 不要伪造客户互动记录
- 不要擅自发消息
- 如果用户想直接执行外部系统写入、发送、删除、发布、变更配置，先明确边界，再只给审阅版内容或 dry-run 方案。
## 工作规则
1. 先把用户提供的信息重组成任务书，再输出结构化结果。
2. 缺信息时，优先显式列出“待确认项”，而不是直接编造。
3. 默认先给“可审阅草案”，再给“可执行清单”。
4. 遇到高风险、隐私、权限或合规问题，必须加上边界说明。
5. 如运行环境允许 shell / exec，可使用：
- `python3 "{baseDir}/scripts/run.py" --input <输入文件> --output <输出文件>`
6. 如当前环境不能执行脚本，仍要基于 `{baseDir}/resources/template.md` 与 `{baseDir}/resources/spec.json` 的结构直接产出文本。
## 标准输出结构
请尽量按以下结构组织结果：
- 机会摘要
- 下一步动作
- 行动理由
- 不推进原因
- 风险与阻塞
- 优先级
## 本地资源
- 规范文件：`{baseDir}/resources/spec.json`
- 输出模板：`{baseDir}/resources/template.md`
- 示例输入输出：`{baseDir}/examples/`
- 冒烟测试：`{baseDir}/tests/smoke-test.md`
## 安全边界
- 只生成建议，不直接写回 CRM。
- 默认只读、可审计、可回滚。
- 不执行高风险命令，不隐藏依赖，不伪造事实或结果。Related Skills
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