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create-deal-from-message

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Create deals from messages with AI extraction.

Marketing & Sales#automation#messaging#ai#crm#extraction#deal
AuthorCimminelli1982
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Extracts deal information from incoming emails or WhatsApp messages and automatically creates CRM records (contacts, companies, and deals) to eliminate manual data entry and speed up sales workflows.

Core Features & Use Cases

  • Extract deal details from messages (email or chat) and present them for verification
  • Create or link related contact and company records and assemble them into a cohesive deal
  • Validate created records via follow-up checks and provide a concise summary for confirmation

Quick Start

Provide an Email Inbox ID or WhatsApp chat context to begin extracting deal data and creating linked CRM records.

Dependency Matrix

Required Modules

None required

Components

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: create-deal-from-message
Download link: https://github.com/Cimminelli1982/crm-frontend/archive/main.zip#create-deal-from-message

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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