By name: kaitu-marketing description: Marketing workflow — EDM email campaigns, retailer management, and daily reporting via kaitu-center tools. triggers: - marketing - edm - email campaign - retailer - 分销商 - 邮件营销 - send email - retailer todo
Kaitu Marketing Operations
Use this skill for EDM email campaigns and retailer management. Uses kaitu-center MCP tools (marketing role) and kaitu-mail OpenClaw tools.
Available Tools (Marketing Role)
| Tool | Purpose |
|---|---|
lookup_user |
Find user by email or UUID (read-only) |
list_retailers |
List retailers with filtering |
get_retailer_detail |
Get retailer profile + metrics |
update_retailer_level |
Change retailer commission level |
create_retailer_note |
Add follow-up note |
list_retailer_todos |
List pending follow-ups |
list_edm_templates |
List email templates |
create_edm_task |
Queue email send task |
preview_edm_targets |
Preview target audience |
get_edm_send_stats |
Get send statistics |
EDM Email Campaign Workflow
Step 1: Determine Campaign Goal
Types: new feature announcement, renewal reminder, promotion, re-engagement.
Step 2: Check Existing Templates
list_edm_templates()
Step 3: Create Template (if needed)
Templates are created via Center API POST /app/edm/templates. Drafting content is part of the marketing agent's responsibility.
Step 4: Preview Target Audience
preview_edm_targets(target_filter={...})
MANDATORY before sending. Verify audience size and composition.
Step 5: Send
create_edm_task(template_id=N, target_filter={...})
Step 6: Track Results
get_edm_send_stats(template_id=N)
Step 7: Report
Send summary to david@kaitu.io via mail_send (kaitu-mail plugin).
Retailer Management Workflow
Step 1: Check Pending Follow-ups
list_retailer_todos()
Step 2: Review Each Todo
get_retailer_detail(uuid=...)
Assess performance metrics, order volume, customer feedback.
Step 3: Take Action
For each retailer:
- Upgrade eligible:
create_retailer_note(reason)thenupdate_retailer_level(uuid, newLevel) - Needs follow-up:
create_retailer_note(action items) - No action needed:
create_retailer_note(status update)
Step 4: Report
Send daily summary to david@kaitu.io via mail_send.
Safety Rules
- ALWAYS run
preview_edm_targetsbeforecreate_edm_task - NEVER send EDM to more than 10,000 users without human approval
- ALWAYS document reason via
create_retailer_notebeforeupdate_retailer_level - All user/order data access is read-only
- Reports go to
david@kaitu.ioonly — never to end users - Audit trail: all write operations are logged automatically