Crm Update Plan

Organization

runxhq

crm-update-plan

Reconcile a call transcript against current CRM records and propose allowlisted field updates, each traced to a verbatim transcript quote, with the write left to a gated CRM operator.

Overview

Publisher	runxhq
Repository	`runx`
Skill name	`crm-update-plan`
Stars	105
Forks	109
Bundled files	6
License	Apache-2.0
Links	Skill source Repository Homepage

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.
6 bundled files
Scripts, templates, and references the model can read while it works. Files are read-only and never executed.
Open source
Published by runxhq on GitHub. Read the source before you install it.

Installation

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

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.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
https://github.com/runxhq/runx/tree/main/skills/crm-update-plan
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.

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/runxhq/runx.git /tmp/runx
mkdir -p .claude/skills
cp -r /tmp/runx/skills/crm-update-plan .claude/skills/crm-update-plan

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Crm Update Plan 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 Crm Update Plan 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 Crm Update Plan 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.

CRM Update Plan

Keep pipeline data from rotting after calls without letting an agent write to the CRM on vibes. The transcript and the current records are the only evidence; the reconciling agent proposes updates, and deterministic code enforces the update authority and the evidence trail. The skill never writes; the sealed proposal is what a gated CRM operator or human approver consumes.

Procedure

Native data.digest binds the exact transcript and record set.
The reconciling agent proposes field updates from the transcript, each with the target record, field, new value, and a supporting quote.
Deterministic enforcement checks every proposal: the record must exist in the supplied set, the field must be inside crm_schema.allowed_fields (out-of-allowlist updates are rejected with a named reason, not silently dropped), the quote must appear verbatim in the transcript, and the value must be non-empty. An unknown record or an invented quote refuses the whole run; nothing partial escapes.
The proposal packet carries each update's from value from the supplied records so the downstream write can detect drift before applying.

write_performed is always false and the packet names its gate (crm-operator-or-human-approver). A run with no supported updates seals no_action rather than inventing work.

Output

crm_update_proposal (runx/crm-update-plan.proposal.v1) carries decision (proposed, no_action, refused), updates with before and after values and evidence quotes, rejected_updates, validation, and both input digests.

Inputs are transcript, crm_records, and crm_schema.

Agent task contracts

`crm-update-plan-reconcile`

Read transcript, crm_records, and crm_schema from step inputs. Return update_draft with updates: an array of record_id, field, to, and evidence_quote entries. Only propose updates the transcript actually supports, quote the transcript verbatim, and only target fields inside the allowlist. Return an empty updates array when the call changes nothing. Never invent records, quotes, or values.

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 Crm Update Plan AI skill do?

Reconcile a call transcript against current CRM records and propose allowlisted field updates, each traced to a verbatim transcript quote, with the write left to a gated CRM operator.

Why use Crm Update Plan on TypingMind?

Because you install it once and use it with any model. Crm Update Plan 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 Crm Update Plan in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/runxhq/runx/tree/main/skills/crm-update-plan. 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 Crm Update Plan?

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 Crm Update Plan?

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

Is the Crm Update Plan AI skill free?

Yes. It is published on GitHub by runxhq under the Apache-2.0 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.

View all

Replit Deck

nexu-io

OrganizationPopular

For product and technical management work: turn PRDs, roadmaps, RFCs, architecture reviews, and retros into decision documents. Built around the core query "pm-feature-business-case-deck", with…

Dcf Valuation

Discounted cash flow valuation and intrinsic value analysis for public companies. Use when the brief asks for DCF, fair value, intrinsic value, price target, undervalued or overvalued analysis, or…

Html Ppt Zhangzara Block Frame

nexu-io

OrganizationPopular

Rescuing a messy startup deck into a board-grade system — the diagnosis, the page grammar, and the rebuilt proof pages. Built as a decision-grade design craft deck for founders, exec presenter.

Html Ppt Zhangzara Cartesian

nexu-io

OrganizationPopular

An economics senior thesis on the employment effects of local minimum-wage increases — identification strategy, evidence, and limitations. Built as a decision-grade coursework defense deck for thesis…

Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

CRM Update Plan

Procedure

Output

Agent task contracts

crm-update-plan-reconcile

Bundled files

Frequently asked questions

Related AI Skills

Set up your own AI workspace now

`crm-update-plan-reconcile`