Today's Agent Skill: Inbox-to-CRM Contact Logger

What It Does

Every week, a dozen real prospects land in your inbox and quietly die there. Nobody logs them, nobody follows up, and by Friday the thread is buried under newsletters. This skill turns any inbound email into a structured CRM record with a follow-up date attached.

How It Works

The agent scans a specified email thread or folder, extracts the person, company, stated need, and any dates or dollar figures mentioned, then normalizes it into a single CRM row. It scores intent on a 1-5 scale from the language used and assigns a follow-up interval based on that score. Output is a clean record you can paste into any CRM or append to a tracking sheet.

How to Deploy It

Drop the SKILL.md into your agent's skills directory and point it at your mail integration or a pasted thread — no other config needed. Trigger it by saying "log this contact" after forwarding or pasting an email.

SKILL.md — Ready to Deploy

## Description

Converts inbound email threads into structured CRM contact records with intent scoring and a scheduled follow-up date. Designed for solo operators and small sales teams who receive prospects by email but have no reliable intake process.

## Trigger

Activates on: "log this contact", "add to CRM", "who is this and should I follow up", "turn this email into a lead", "crm this". Also activates when the user pastes or forwards an email thread that contains an unfamiliar sender making a request, even without an explicit command.

## Input

- An email thread (pasted text, forwarded message, or a message ID from a connected mail tool)
- Optional: existing CRM schema or column headers to match against
- Optional: the user's own service list, for relevance scoring

## Steps

1. Parse the thread. Identify the earliest inbound message from the external party — that's the source of truth for intent.
2. Extract: full name, email, company, role (if stated or inferable from signature), and the literal request in their own words.
3. Pull any hard signals: budget figures, deadlines, headcount, tool names, competitor mentions.
4. Score intent 1-5. 5 = explicit budget and timeline. 4 

Copy the full SKILL.md and drop it into your agent's skills directory to activate this skill.

← Back to All Posts | Home — AZ AI Tools