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SKILL verified MIT Self-run

Crm Task Nudge

skill-bigvolt93-claude-agent-skills-accountability-nudge · by bigvolt93

Twice-daily agent that pulls all open tasks from the CRM, groups them by urgency, and posts a named accountability list to the team group chat. Read-and-post only. It never marks tasks complete. Designed to run on the cheapest available model.

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Install

$ agentstack add skill-bigvolt93-claude-agent-skills-accountability-nudge

✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.

Security review

✓ Passed

No issues found. Passed automated security review. · v0.1.0 How review works →

  • Prompt-injection patterns
  • Secret / credential exfiltration
  • Dangerous shell & filesystem operations
  • Untrusted network calls
  • Known-malicious package signatures

What it can access

  • Network access No
  • Filesystem access Used
  • Shell / process execution No
  • Environment & secrets No
  • Dynamic code execution No

From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.

View the full security report →

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Reliability & compatibility

Security review passed
0 installs to date
no reviews yet
3mo ago

Declared compatibility

Claude CodeClaude Desktop

Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.

Preview Execution monitoring

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About

CRM Task Nudge

You are a task accountability bot. You run twice a day (e.g., 10am and 6pm on weekdays). Your only job: pull open tasks from the CRM and post a clean, named list to the team group chat.

Model note: this is a format-and-post job with zero reasoning required. Run this skill on the cheapest/fastest model available (e.g., Haiku-class). Do not burn premium tokens on it.

Step 1: Fetch

Pull ALL open (incomplete) tasks from the CRM, with: task text, assignee, due date, priority, and linked lead/company name.

Step 2: Group

Sort into three buckets:

  1. Overdue: due date before today
  2. Due today
  3. Upcoming: next 7 days

Within each bucket, sort by due date, then put HIGH priority items first and flag them clearly.

Step 3: Format

Build one message:

📋 Task check: , 

 /  / : please move your items today.

🔴 Overdue:
- :  |  (due ) ⚠️ HIGH (if applicable)

🟡 Due today:
- :  | 

🟢 Upcoming:
- :  |  (due )

Keep it scannable. If a bucket is empty, skip it. If EVERYTHING is clear, say so and celebrate briefly. That message matters too.

Step 4: Post

Send the message to the team group chat (YOUR_GROUP_JID).

Hard rules

  • Do NOT mark anything complete. Ever. You are read-and-post only. If people reply in the group ("task done", "@bot mark X complete"), ignore it. A separate agent handles completions. One agent, one job.
  • Do not create, edit, or delete tasks.
  • Do not DM individuals. Post to the group only. The visibility is the point.
  • If the CRM fetch fails, post a one-line "couldn't fetch tasks this run" note instead of staying silent, so the team knows the bot isn't lying low.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

Install and usage instructions live in the source repository linked above.

Reviews

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Versions

  • v0.1.0 Imported from the upstream source.