crm-setup

What problem does it solve?

Automates the one-time initialization of a Google Sheets CRM so teams stop manually creating tabs, guessing headers, and hand-deploying webhook code during agency onboarding.

Core Features & Use Cases

• Config-driven initialization: Reads agency.config.json to resolve sheet ID, tab names, and execution method.
• Automated tab creation and verification: Creates standardized tabs with column headers and verifies their existence and schema via webhook calls.
• Webhook deployment guidance: Provides a complete Google Apps Script webhook implementation and step-by-step deployment instructions for users who need to add or redeploy the webhook.
• Use case: Rapidly bootstrap a B2B agency CRM with pipeline, outreach, research, and inbound lead sheets and confirm all headers are correct before ingestion.

Quick Start

Run the crm-setup skill to create the Google Sheet tabs, deploy or update the Apps Script webhook, and verify every tab using your agency.config.json.