deal-logger - SKILL.md Agent Skill

name: deal-logger description: Daily automated tool that checks WhatsApp/channel conversations, identifies deal-related discussions, and auto-logs notes to your CRM or tracking system. metadata: { "openclaw": { "emoji": "💼", "requires": {} } }

Deal Logger

Overview

Automatically scans your daily conversations, identifies deal-related contacts, and logs notes for pipeline tracking.

How It Works

Scans conversations from the last 24 hours across all channels
Identifies deal contacts by checking against your pipeline/CRM data
Summarizes the conversation using AI
Logs the note to your tracking system

Inputs

{
  "action": "scan_and_log",
  "timeframe": "24h",
  "dealSource": "file|api|env",
  "dealDataPath": "~/deals.json",
  "logTarget": "file|crm|notion",
  "logPath": "~/deal-logs/"
}

Configuration

The skill needs access to:

Your deal pipeline data (list of contacts/companies in deals)
A place to log the notes (file, CRM API, Notion, etc.)

Usage

Manual run

openclaw agent --message "/deal-logger scan_and_log" --local

Automated (cron)

openclaw cron add --schedule "0 9 * * *" --command "deal-logger scan_and_log"

Deal Data Format

Expected format in ~/deals.json:

{
  "deals": [
    {
      "contact": "+1234567890",
      "name": "John Doe",
      "company": "Acme Corp",
      "dealStage": "negotiation",
      "value": "$50k"
    }
  ]
}

Output Format

Logs are written as:

{
  "date": "2026-02-03",
  "contact": "+1234567890",
  "name": "John Doe",  
  "company": "Acme Corp",
  "conversationSummary": "Discussed pricing and delivery timeline. John confirmed budget approval.",
  "nextSteps": "Send proposal by Friday",
  "sentiment": "positive"
}