account-digest-for-reps
OfficialSlack-ready rep account digests from CRM data.
Authorfreckle-io
Version1.0.0
Installs0
System Documentation
What problem does it solve?
The Account Digest for Reps provides a repo-agnostic workflow to build compact Slack-ready digests of accounts from CRM lists, CRM searches, Salesforce reports, or CSV sources, while enforcing explicit approvals for Slack delivery and CRM note writeback.
Core Features & Use Cases
- Connector-first, repo-agnostic digest generation that normalizes signals from approved connectors.
- Slack-ready rendering of per-account digests with signal, source, date, and concrete suggested actions.
- Gate-like delivery and CRM note writeback behind explicit user approval to prevent accidental outreach or data writes.
Quick Start
In a single step, provide your account source (HubSpot, Salesforce, CSV) and let the skill guide connector discovery, signal staging, digest rendering, and approved delivery.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: account-digest-for-reps Download link: https://github.com/freckle-io/sales-accounts-digest-skill/archive/main.zip#account-digest-for-reps Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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