← MinzCONTENT HISTORY

Update to Minz

Snapshot Oct 24, 2026 · 13:33 UTC · version 0.3.0

Collection source: downloaded plugin package.

WHAT CHANGED

First saved snapshot

No earlier snapshot is available to establish a change.

Save Minz and check future changes in Following.

Up to 10 plugins free · no card required.

Compare saved observations

Download comparison JSON
Full technical diff · 0 changed fields
Full snapshot data
{
  "description": "Review the Minz.ai sales pipeline, including totals by stage, deals expected to close soon, and deals that look stalled or at risk, for a weekly sales meeting or a manager check-in. Use when the user asks about their pipeline, forecast, deals closing this month or quarter, or which deals need attention.",
  "included_files": [],
  "name": "pipeline-review",
  "skill_md_contents": "---\nname: pipeline-review\ndescription: Review the Minz.ai sales pipeline, including totals by stage, deals expected to close soon, and deals that look stalled or at risk, for a weekly sales meeting or a manager check-in. Use when the user asks about their pipeline, forecast, deals closing this month or quarter, or which deals need attention.\n---\n\n# Pipeline review\n\nGive the user an honest picture of the pipeline and a short list of deals to act on.\n\n## Data and its limits\n\n- `crm_pipeline_summary` returns the complete aggregate for the workspace: deal count and value by stage, and the total. Closed Lost is excluded. This is the only complete view, so take totals from here, never from adding up search results.\n- `crm_deals_search` returns at most 20 deals per call and reports the full count as `total`. Narrow it with `stage` (exact value), `pipelineName` (partial name) or `personName` (partial match on owner, assigned member, creator or contact) to cover the deals that matter. When `total` is larger than the rows returned, say how many you did not see.\n- `crm_pipeline_health` reports stale, stuck and soon-to-close open deals. Counts cover every visible open deal; each list is capped at the 10 most urgent and `partial` is true when a list was truncated. Use it to pick deals for the \"needs attention\" list, and say when a list was cut.\n- `crm_deals_history`, used for a few deals, shows recent movement. It is bounded and may be partial.\n- `general_activities_search` with a `dealId` shows when a deal was last touched.\n\n## What to report\n\n1. **Totals by stage** from the summary, with currency as returned. Do not convert currencies.\n2. **Closing soon:** deals whose close date falls in the period the user asked about (this month if they did not say), with stage, value and owner.\n3. **Needs attention:** deals with a close date in the past but still open, deals in late stages with no recent activity, and large deals with no close date. Explain the reason for each one in a few words.\n4. **Suggested next steps,** clearly marked as suggestions.\n\nIf the user is a manager asking about a person's deals, filter by `personName`. Reply in the user's language.\n"
}

SHA-256 of public snapshot: c6e4351c3d751cbccaa958f8e88e077139b0f398609c0204578accf1ba4ee0d1