Today's Agent Skill: Inbox-to-CRM Contact Logger
What It Does
Every week a handful of real prospects email you, and every week a few of them never make it into your CRM. The follow-up dies not because you forgot to care, but because manual data entry is the most skippable task on any desk. This skill closes that gap by turning any inbound email into a structured CRM record automatically.
How It Works
The agent scans a designated mail folder or label, identifies messages from unrecognized external senders, and extracts the contact's name, company, role, and stated intent from the signature block and body. It then checks your CRM for an existing match, and either creates a new contact record or appends a timestamped interaction note to the existing one. Anything ambiguous gets flagged for human review rather than guessed at.
How to Deploy It
Drop the SKILL.md into your agent's skills directory and grant it read access to your mail provider plus write access to your CRM's contacts and notes endpoints. Point the Trigger section at whatever label or folder you already use for inbound leads, then run it once manually against a small batch to confirm field mapping before scheduling it.
SKILL.md — Ready to Deploy
## Description
Converts inbound emails from unrecognized external senders into structured CRM contact records with interaction notes. Eliminates the manual transcription step between an email arriving and a prospect existing as a trackable record. Designed to run unattended on a schedule, with a human-review queue for anything it cannot parse confidently.
## Trigger
- Scheduled run (recommended: hourly during business hours)
- Manual invocation: "log new contacts from inbox"
- New message lands in a watched folder or label (e.g. `Leads`, `Inbound`)
## Input
- Mail source: folder/label name, read access
- CRM target: API endpoint plus credentials with contact create/update and note-append scope
- Internal domain list (to skip colleagues)
- Lookback window (default: 24 hours)
## Steps
1. Fetch messages from the watched folder within the lookback window.
2. Discard messages whose sender domain matches the internal domain list, plus automated senders (`noreply@`, `no-reply@`, bounce addresses, common notification patterns).
3. For each remaining message, extract: sender name, email, company, job title, phone, and a one-sentence summary of stated intent. Pull from the signature bCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.