官方 Official 例行 Routine Skill Skill

CRM 管道周一记分板 CRM Pipeline Ops / Monday Scoreboard

CRM Pipeline Ops / Monday Scoreboard

标出停滞的交易,周一交出一份让团队对齐的记分板。 Flags stalled deals and posts a Monday scoreboard so the team starts aligned.

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详细介绍Details

Bot 维护 CRM 与组织架构卫生,标记停滞与承诺风险,并在周一发布记分板,让团队一开始就对齐。 The Bot keeps CRM and org hygiene, flags stalled deals and commitment risk, and posts a Monday scoreboard so the team starts aligned.

为什么推荐Why we recommend it 典型周期性运营 digest 模式。 A typical recurring ops-digest pattern.

上手路径How to start

  1. 先跑一次安全范围Run a safe first pass

    先在可撤回、不外发的范围内试跑一遍,确认输出可用,再考虑扩大权限。 Try it first in a reversible, non-outbound scope. Confirm the output, then widen permissions.

  2. 存 SkillSave a Skill

    这条用法已包含可复用 Skill。跑通安全范围后,立刻把步骤固化下来。 This use already includes a reusable Skill. After the safe pass, lock the steps in.

  3. 再上 RoutineThen add a Routine

    输出稳定后再打开例行 / 定时。本条已有例行形态,不要一上来就无人值守外发。 Turn on the routine / schedule only after output is stable. This item already has a routine shape — do not start unattended outbound.

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