insites-globals
OfficialCross-module tasks, activities & attachments.
Authorcombinate-me
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Insites Globals enables cross-module linking and management of tasks, activities, and attachments across all Insites modules (CRM contacts/companies, pipelines, events, and more), eliminating silos and manual coordination.
Core Features & Use Cases
- Cross-module linking: associate tasks, activities, and attachments with records across CRM, pipelines, and events.
- Unified operations: list, create, update, complete, and delete tasks; manage task comments; manage activities; and handle attachments from a single interface.
- Real-world scenario: a project manager updates a task in CRM, logs an activity on a related record, and attaches a supporting document—all via a consistent API pattern.
Quick Start
Ask the system to list tasks, activities, and attachments across modules.
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: insites-globals Download link: https://github.com/combinate-me/Executive-Assistant/archive/main.zip#insites-globals Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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