Right lead, right rep, right now — no black holes
Route new leads with clear rules and an audit trail so they do not disappear into the wrong queue. Works well with form feeds, CSV drops, or recurring inbound-lead exports.
Create a skill called "Smart Lead Router". When a new lead enters my system or appears in my inbound-lead export, route it based on these rules in priority order: (1) existing account ownership — if the lead's company has an active opportunity, route to that rep, (2) territory match — route by geography/segment rules, (3) round-robin — distribute evenly among eligible reps, (4) capacity adjustment — skip reps at >90% queue capacity. Set SLA timers: high-intent leads = 5 min response SLA, standard leads = 1 hour. Auto-escalate to manager if SLA is missed. Log every routing decision with reason. Weekly report: lead volume by rep, average response time, SLA compliance rate, and misrouted leads.
When a new lead enters your system, the skill evaluates routing rules quickly and consistently:
territory match, existing account ownership, rep capacity, specialty matching, and
round-robin fairness. Every lead gets assigned and tracked against response SLAs.
Continuous data cleanup that runs while you sleep
Deduplication, data decay detection, and field standardization on autopilot. Stop running quarterly "data cleanup projects" that take weeks. Let your Claw keep the CRM clean continuously.
Never manually log a call, email, or meeting again
Capture sales activity from email, calendar, and call notes, then turn it into CRM-ready updates. Best when you want clean activity history without manually writing every summary from scratch.
Local-first AI assistant that automates small daily tasks safely on your device
A personal, local-first AI assistant that automates small daily tasks—organizing files, setting reminders, and monitoring system events—without touching sensitive data or taking risky actions without your approval.
Email and calendar without leaving your terminal
Full Gmail control via the gog CLI. Read, send, search, organize emails. Create events, set reminders, RSVP to invitations. All from natural language or CLI commands.