客户跟进与温度运营 Account Follow-up & Warmth Ops

这条用法在做什么What this use does

根据通话纪要更新 CRM 备注、起草产品更新、开支持工单、在团队现有工具里同步下一步——工作落在真实系统里，而不只在聊天中。 Updates CRM notes from call recaps, drafts product updates, opens support tickets, and syncs next steps in the tools the team already uses — work lands in real systems, not only in chat.

收录理由Why we listed it 强调「结果落到人用的系统」的内部实践案例。 An internal practice case that stresses “results land in the systems people use.”

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

   确认输出可靠后，再考虑定时或事件触发；例行默认仍应停在待审。 After output is reliable, consider a schedule or event trigger. Routines should still stop at review by default.