Customer relationship orchestrator skill: with one command or every morning, it sorts new emails, updates ClickUp tracking records, prepares draft replies and due follow-ups, then delivers a summary. Drafts only, nothing sent.
Customer relationship orchestrator skill: with one command or every morning, it sorts new emails, updates ClickUp tracking records, prepares draft replies and due follow-ups, then delivers a summary. Drafts only, nothing sent.
This resource is maintained by i2Business consultants and updated whenever the systems it covers change. It works with the other building blocks in the catalog and can be tailored to your context as part of a support engagement.
Workflow excerpt: the skill chains sorting, replies, follow-ups and a final check, then delivers a summary. tour-relation-client/SKILL.md
3. Triage: run tri-demandes on the window since the last run (newer_than:1d, or 3d on Mondays). 4. Replies: for each open record whose main recipient is the connected mailbox, run the matching reply skill if there is one. 5. Follow-ups: run the follow-up skill if there is one (drafts only). 7. Final check: no amount without human approval, every draft has an up-to-date ClickUp record, no closed record processed.
Our consultants tailor this resource to your use cases and train your teams in its day-to-day use.
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