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agency-report-distribution-agent

Distribute territory-specific sales reports via SMTP with retry and audit logging.

Updated Feb 11, 2026
Search Tags:#reporting#scheduling#smtp#audit-trail#sales-ops#email-distribution#territory-routing
One-click install
npx skills add https://github.com/augustoheiss/LogicDefense --skill agency-report-distribution-agent-augustoheiss
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: agency-report-distribution-agent
Source: https://github.com/augustoheiss/LogicDefense/tree/main/.gemini/skills/agency-report-distribution-agent
Command: npx skills add https://github.com/augustoheiss/LogicDefense --skill agency-report-distribution-agent-augustoheiss

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates the manual, error-prone process of assembling and emailing consolidated sales reports so each representative receives only their territory's data and managers receive company roll-ups, ensuring timely delivery and auditability.

Core Features & Use Cases

  • Territory-based routing: Send each rep an HTML-formatted report containing only their assigned territory's performance.
  • Manager summaries: Deliver weekly company-wide roll-ups and comparative tables to admins and managers.
  • Audit-ready logging & resilience: Record per-recipient status, timestamps, and error messages, with retries on failure and queryable history for compliance.
  • Scheduling & manual triggers: Support scheduled daily and weekly distributions and manual on-demand sends from an admin dashboard.
  • Use Case: Automatically deliver daily territory performance reports to field reps at 8:00 AM on weekdays while providing leaders a Monday 7:00 AM summary and a searchable distribution log for audits.

Quick Start

Trigger a manual distribution for territory "North" for the previous business day to deliver HTML email reports to assigned representatives and the manager.

Frequently Asked Questions about agency-report-distribution-agent

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate territory-based sales report distribution via SMTP?▼

You can automate sales report distribution by routing consolidated data via SMTP to assigned representatives based on territory, formatting reports as HTML emails for each recipient.

Can I schedule daily and weekly sales report emails for field reps and managers?▼

Yes, scheduled daily and weekly sales report deliveries are supported, automatically sending territory data to field reps and roll-up summaries to managers at configured times.

How does audit trail logging work for sales report email delivery?▼

Audit trail logging records per-recipient status, timestamps, and error messages for sales report email delivery, providing queryable history to verify compliance and track email distribution.

What happens when an SMTP email distribution fails during a scheduled send?▼

When an SMTP email distribution fails, the system applies retry-on-failure behavior and logs the specific error message, ensuring transient delivery issues are automatically retried.

Is manual on-demand sales report sending supported alongside scheduled deliveries?▼

Yes, manual on-demand sales report sending is supported alongside scheduled deliveries, allowing administrators to trigger immediate territory-based email distribution whenever needed.

Do I need an external email service to send territory sales reports, or is SMTP enough?▼

SMTP is sufficient to send territory sales reports; the system formats reports as HTML emails and routes them directly via SMTP without requiring additional external email service dependencies.

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