Weekly Crm Report logo

Weekly Crm Report

CommunityPopular
FrancyJGLisboa
weekly-crm-report

Cleans a weekly CRM export and produces a regional sales summary. Activates when the user asks to clean a CRM export, deduplicate sales rows, calculate regional totals, or generate a weekly sales report from a CSV.

Overview

PublisherFrancyJGLisboa
Repositoryagent-skills-platform
Skill nameweekly-crm-report
Stars
2.4K
Forks
264
Bundled files
19
LicenseMIT
Links
Skill sourceRepositoryHomepage
  • Markdown instructions

    A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.

  • Works with any LLM

    AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.

  • 19 bundled files

    Scripts, templates, and references the model can read while it works. Files are read-only and never executed.

  • Open source

    Published by FrancyJGLisboa on GitHub. Read the source before you install it.

Installation

Install the Weekly Crm Report AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

1

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

  1. Open the app and go to Plugins → Skills.
  2. Choose "Install from GitHub".
  3. Paste the skill folder URL below and confirm.
  4. Enable the skill in any chat where you want it available.
Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.
2

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills
git clone --depth 1 https://github.com/FrancyJGLisboa/agent-skills-platform.git /tmp/agent-skills-platform
mkdir -p .claude/skills
cp -r /tmp/agent-skills-platform/references/examples/weekly-crm-report .claude/skills/weekly-crm-report
Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Weekly Crm Report in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Weekly Crm Report on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Weekly Crm Report is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

  • Loaded only when it is needed

    The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.

  • Switch models mid-chat

    Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Weekly CRM Report

Turn a raw weekly CRM export (CSV) into a clean regional sales summary: drop duplicate rows, total revenue per region, and emit a structured JSON summary an agent can narrate or hand to a PDF/dashboard step.

This is a bundled example skill — small but real, and used to demonstrate the creator's validation, pipeline, and eval-rollout machinery end to end.

Activation

Activates on requests like "clean this CRM export", "weekly sales report", "regional totals from this CSV". Do not activate on general spreadsheet or analytics questions that don't involve a CRM export.

Input

A CSV with at least region and amount columns (extra columns are ignored). Duplicate rows (identical across all columns) are removed before totalling.

Run

One command produces the summary:

bash
python3 scripts/run_pipeline.py --input <export.csv> --output summary.json

Output JSON shape:

json
{
  "rows_in": 120,
  "rows_after_dedup": 118,
  "regions": {"West": 40210.5, "East": 38110.0},
  "grand_total": 78320.5
}

Gotchas

  • rows_after_dedup does not reconcile with grand_total. Rows with a blank or missing region are skipped when totalling but still counted in rows_after_dedup, so a CSV with unassigned rows reports more rows than it actually summed. Do not present the two numbers as if one explains the other — if they must reconcile, filter blank regions before running.
  • An unparseable amount silently becomes 0.0, it does not raise. A column of N/A or — produces a region total of 0.0 that looks like a real zero. Check the input for non-numeric amounts before trusting a suspiciously low total.
  • Dedup compares every column, not just region and amount. Two rows with identical sales data but a differing timestamp or record-ID column are both kept. The "extra columns are ignored" note above applies to totalling, not to dedup.

Anti-goals

  • Not a general BI tool; it totals one numeric column per region.
  • Does not fetch from a live CRM API; it operates on an exported CSV.

Bundled files

The model reads these on demand while the skill is loaded. They are exposed as readable files and are never executed.

Frequently asked questions

What does the Weekly Crm Report AI skill do?

Cleans a weekly CRM export and produces a regional sales summary. Activates when the user asks to clean a CRM export, deduplicate sales rows, calculate regional totals, or generate a weekly sales report from a CSV.

Why use Weekly Crm Report on TypingMind?

Because you install it once and use it with any model. Weekly Crm Report is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Weekly Crm Report in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/FrancyJGLisboa/agent-skills-platform/tree/main/references/examples/weekly-crm-report. TypingMind reads its SKILL.md and bundles its files and installs it as a skill you can enable per chat.

Which AI models can use Weekly Crm Report?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Weekly Crm Report?

As many as you like. As long as a model supports skills, you can use Weekly Crm Report with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Weekly Crm Report AI skill free?

Yes. It is published on GitHub by FrancyJGLisboa under the MIT license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

Related AI Skills

View all
usestrix logo

Managed Pentesting With Strix

usestrix
OrganizationPopular

Run a managed pentest of a web app, API, repository, or local workspace on the app.strix.ai platform with the `strix cloud` CLI or REST API — no local Docker or LLM key needed. Safely review and…

6.9K
63.3K
Instructions
View
CherryHQ logo

Office Transform

CherryHQ
OrganizationPopular

Derive new Office files from structural selections without touching the original. Use when the user points at part of a spreadsheet, Word document, PDF, or PowerPoint deck (a worksheet range,…

5K
51.9K
11 files
View
multica-ai logo

Multica Onboarding

multica-ai
OrganizationPopular

Use when a product-authored kickoff starts or resumes Mika's interactive onboarding for a Multica workspace. The opening greeting has already been sent; carry the member from their first message to…

6.5K
50.4K
Instructions
View
HKUDS logo

Cli Anything Qgis

HKUDS
OrganizationPopular

Stateful QGIS CLI for projects, writable layers, features, layouts, exports, and qgis_process operations using the real QGIS runtime.

4.6K
49.5K
Instructions
View

Set up your own AI workspace now

Get notified about new features and future giveaways by subscribing to our newsletter 👇