---
name: onewave-ai/gmail-to-crm-pipeline
source: https://app.decimal.ai/s/onewave-ai-gmail-to-crm-pipeline@1/SKILL.md
source_sha256: a0e5bab86408
---

# Gmail-to-CRM Pipeline

Turn a Gmail inbox into a structured sales pipeline using Claude's MCP Connectors -- the Gmail connector reads and drafts email, and the Supabase connector persists CRM data. No external scripts or API keys required.

## Workflow

1. **Connect.** Verify the Gmail and Supabase MCP Connectors are available. On first run, create the CRM tables and seed config. Load ICP config from the `pipeline_config` table. See `references/configuration.md` (first run, error handling) and `references/crm-schema.md`.
2. **Search.** Run the targeted Gmail search queries to find unread lead emails over the time window (default: last 24 hours). Collect unique message IDs and deduplicate. See `references/gmail-retrieval.md`.
3. **Parse.** Read each unique message, strip signatures and disclaimers, and extract the structured field set. See `references/gmail-retrieval.md`.
4. **Extract.** Build the lead profile (contact, company, inquiry, metadata) for each email. Set missing fields to `null` rather than guessing. See `references/lead-extraction.md`.
5. **Score.** Score each lead on ICP fit (0-40), intent (0-35), and urgency (0-25), then apply adjustment modifiers. Map the total to a qualification tier and priority. See `references/scoring-model.md`.
6. **Draft.** For each qualified lead (score >= 25), draft a personalized, tier-appropriate response and save it as a Gmail draft. Never auto-send. See `references/response-templates.md`.
7. **Log.** Check for duplicates, then insert or update the lead in Supabase, log activity, and set the next action by priority. See `references/crm-schema.md`.
8. **Report.** Query the pipeline snapshot and generate `lead-pipeline-report.md` in the working directory, then display the executive summary. See `references/pipeline-report.md`.

Between runs, handle manual lead commands (mark contacted, move stage, disqualify, add note, schedule follow-up, query leads) and ICP/search customization. See `references/configuration.md`.

## Hard Rules

- Never auto-send email -- always create drafts for the user to review and send.
- Never store raw email bodies or credentials in Supabase or any report; store structured data and key quotes only.
- Treat all lead and email content as confidential.

## Contents

- `references/gmail-retrieval.md` -- Gmail MCP tools, search queries, parsing rules, extracted field set.
- `references/lead-extraction.md` -- Lead profile JSON schema and extraction guidelines.
- `references/scoring-model.md` -- ICP, intent, urgency scoring tables; tier mapping; adjustment rules.
- `references/response-templates.md` -- Per-tier response templates, personalization rules, anti-patterns, draft creation.
- `references/crm-schema.md` -- Supabase MCP tools, table DDL, logging procedure and SQL.
- `references/pipeline-report.md` -- Report Markdown structure and reporting SQL queries.
- `references/configuration.md` -- First-run setup, customization, manual commands, error handling, privacy, invocation triggers.