Weekly CRM Report

Turn a raw weekly CRM export (CSV) into a clean regional sales summary: drop duplicate rows, total revenue per region, and emit a structured JSON summary an agent can narrate or hand to a PDF/dashboard step.

This is a bundled example skill — small but real, and used to demonstrate the creator's validation, pipeline, and eval-rollout machinery end to end.

Activation

Activates on requests like "clean this CRM export", "weekly sales report", "regional totals from this CSV". Do not activate on general spreadsheet or analytics questions that don't involve a CRM export.

Input

A CSV with at least region and amount columns (extra columns are ignored). Duplicate rows (identical across all columns) are removed before totalling.

Run

One command produces the summary:

bash
python3 scripts/run_pipeline.py --input <export.csv> --output summary.json

Output JSON shape:

json
{
  "rows_in": 120,
  "rows_after_dedup": 118,
  "regions": {"West": 40210.5, "East": 38110.0},
  "grand_total": 78320.5
}

Anti-goals

• Not a general BI tool; it totals one numeric column per region.
• Does not fetch from a live CRM API; it operates on an exported CSV.