Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Significant-Gravitas/skills-catalog22026年10月22日 更新
免费在 GitHub 公开
crm-duplicate-review
Find likely duplicate records with stated match rules and evidence, for a person to merge.
中文简介正在准备中。当前显示原文说明。
实测评分 未实测
查看安装方法包含的文件（1）
- SKILL.md1.3 KB
SKILL.md（原文）
安装前可以查看交给 AI 代理的指令内容。
CRM duplicate review
Use this for contacts, leads, or accounts from a dated export.
State the match rules
Write the rules before matching, for example exact email, same domain and surname, or same company name after removing "Ltd" and "Inc". Give each rule a strength: strong, likely, or weak. Record the export date and row count the rules ran against.
Show the pairs
For each pair or group show:
- record ids and owners;
- the fields that match and the fields that differ;
- the rule that matched and its strength;
- open deals, activity, and last touch on each record;
- which record looks like the survivor, and why.
Keep groups with open deals or different owners apart; they need a person to look first.
Merge list for approval
Return three lists: strong matches ready for review, likely matches that need a check, and pairs you ruled out. Give counts for each. Say which reports will change once the merges are done.
Never merge, delete, or edit a record yourself, and do not guess which value is correct when two records disagree. A person approves and makes each merge.
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同一仓库的技能
Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
中文简介正在准备中。当前显示原文说明。
Significant-Gravitas/skills-catalog22026年10月22日 更新
Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
中文简介正在准备中。当前显示原文说明。
Significant-Gravitas/skills-catalog22026年10月22日 更新
Write ad variants that each test one idea, within platform limits and supported claims.
中文简介正在准备中。当前显示原文说明。
Significant-Gravitas/skills-catalog22026年10月22日 更新
Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
中文简介正在准备中。当前显示原文说明。
Significant-Gravitas/skills-catalog22026年10月22日 更新
Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
中文简介正在准备中。当前显示原文说明。
Significant-Gravitas/skills-catalog22026年10月22日 更新