{"id":83936,"plugin_id":"plugin_asdk_app_6a03edda077081918b92a9349232020d","kind":"skill","collection_source":"plugin_package","comparison_source":null,"observed_at":"2026-11-06T06:35:21.949Z","digest":"d21427a99cecffbd8bbd6a275889faba668346ac87b6d46e05a842f511523aa8","against":null,"payload":{"description":"Capture a new lead into AB Sales (ActionBridge CRM) from whatever the user has — an email, a meeting note, a business card, a company name — creating the lead with clean fields, logging the source context as a note, and scheduling the follow-up. Use when the user says to add, register, or capture a lead, prospect, or potential customer.","included_files":[],"name":"ab-lead-intake","skill_md_contents":"---\r\nname: ab-lead-intake\r\ndescription: Capture a new lead into AB Sales (ActionBridge CRM) from whatever the user has — an email, a meeting note, a business card, a company name — creating the lead with clean fields, logging the source context as a note, and scheduling the follow-up. Use when the user says to add, register, or capture a lead, prospect, or potential customer.\r\n---\r\n\r\n# Lead intake in AB Sales\r\n\r\nTurn raw context into a well-formed lead with a follow-up attached, in one pass.\r\n\r\n## Extract before you create\r\n\r\nFrom the user's material (email, notes, a URL), extract: company `name` (required), `email`, `website`, `contact_name`, `phone`, `industry`, and `source` (where this lead came from — \"inbound email\", \"conference\", \"referral\"). Ask only for what's genuinely missing and matters — at minimum the company name; an email address makes the lead actionable.\r\n\r\n## Check for duplicates\r\n\r\nResolve the workspace via `ab_crm_workspaces`, then `ab_crm_list_leads` with `query` = the company name (try the domain too). If a match exists, **update it instead of creating a duplicate**: `ab_crm_update_lead` for changed fields plus `ab_crm_add_note` with the new context.\r\n\r\n## Create\r\n\r\n1. `ab_crm_create_lead` with the extracted fields. Put a one-line gist in `notes`; long source material goes in step 2.\r\n2. `ab_crm_add_note` (`parent_type` lead, `parent_id` = new lead id) with the source context — the email text or meeting notes, condensed but preserving specifics (names, numbers, dates, stated needs).\r\n3. **Always schedule the follow-up** — an untracked lead is a lost lead: `ab_crm_create_activity` with `related_type` lead, `activity_type` (call / email / meeting / follow-up), a `subject` that states the goal, and `scheduled_start` (default: 2 business days out; sooner if the material shows urgency).\r\n\r\n## Report\r\n\r\nConfirm compactly: lead name + id, fields captured, what's missing, and when the follow-up is scheduled. If the user wants the first outreach written now, hand over to ab-lead-outreach.\r\n\r\n## Notes\r\n\r\nLeads start as New and auto-promote to InformationFilled once enriched — no need to set status manually at intake. If tools refuse for licensing, say so plainly (AB Sales needs its own license).\r\n"},"changes":[],"summary":"First saved snapshot. No earlier version is available for comparison.","summary_kind":"deterministic","summary_metadata":{}}