CRM File Insertion and Linking

概要

This skill provides a streamlined workflow for managing file attachments within a CRM database. By leveraging a robust Python script, it handles technical complexities such as Base64 encoding, SHA256 hash calculation for integrity, and automatic MIME type detection for various file formats including images, PDFs, and spreadsheets. It ensures a clean agent context by executing database operations externally and allows users to seamlessly associate files with companies, contacts, events, or sales opportunities while automatically attaching metadata like descriptions and tags.

主な機能

• Seamless linking to companies, people, events, and sales opportunities
• Context-efficient execution via external Python script processing
• Secure Base64 encoding and SHA256 integrity hash calculation
• Automatic MIME type detection and categorization for various file formats
• 2 GitHub stars
• Support for custom metadata through descriptions and JSONB tags

ユースケース

• Uploading signed contracts or legal documents to a specific person or company record
• Storing lead lists or data spreadsheets associated with a sales opportunity
• Attaching event photos or workshop materials to a CRM event entry