Skill

Skill trevhud/rote/examples/deal-monitor/skill

Graduate AI skills into cheap, fast, deterministic workflows

Install

npx -y skills add trevhud/rote --skill skill

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

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What its author says it does

Copied from the file, not written here

Scheduled morning dashboard for a fulfillment brokerage's deal pipeline. Pulls the #deal-intake Slack channel and Gmail quoting threads, classifies each warehouse-quoting email thread into a 6-step pipeline, scores new (unquoted) opportunities against the deal-scoring rubric, and renders a self-contained three-tab HTML dashboard (New Opportunities | Quoting | Closed).

SKILL.md

2.9 KB, as published. Nobody here has run it

Deal Monitoring Dashboard

Run the deal monitoring dashboard for the account owner ([email protected]).

Objective

Build a live deal monitoring dashboard by pulling from the #deal-intake Slack channel and Gmail, then present the output.

Steps

Step 1: Pull #deal-intake Slack messages

Read the 50 most recent messages from #deal-intake (channel ID: C0EXAMPLE000) using the Slack MCP tool.

Extract for each: Account Name, Submitter, ARR, Monthly DTC Orders, SKU Count, Requested Location, Sales Channels, Current Situation, Pallets, Sq Ft, International Shipping, Go-Live date, product/item context.

Include:

EU/UK: ALL opps — any UK, EU, or non-US location, plus anything submitted by Alex Rivers or Sam Patel (always UK).
North America: Only if SKU count < 2,000. Unknown SKU = include, flag as risk. Confirmed ≥ 2,000 = exclude.

Step 2: Search Gmail for outbound quoting emails

Run multiple searches to maximize coverage. Search all of the following:

Subject contains "Quote Request"
Subject contains "New Business"
Subject contains "RFP"
Any thread where the sender or recipient is a known warehouse contact domain
Also search by known account names from #deal-intake

Use the last 60 days as the window. For each thread found, extract: account name, every warehouse emailed, per warehouse sent date/replies/state, and the Gmail thread URL (format: https://mail.google.com/mail/u/0/#inbox/[threadId]).

Match threads to #deal-intake opps by account name (fuzzy match fine). Any opp with at least one matched email thread goes to the Quoting tab.

Step 3: Classify each warehouse thread into a pipeline step

Read the entire thread before classifying. Steps: 1=RFP Sent, 2=Response Needed, 3=Follow-Up Needed, 4=Pricing Returned, 5=Pricing Sent, 6=Declined.

Step 4: Score New Opportunities

Read the deal-scoring skill at ~/.claude/skills/deal-scoring/SKILL.md and apply its scoring rules. Only score opps with NO matched email threads.

Step 5: Generate the HTML Dashboard

Generate a self-contained HTML file with three tabs: New Opportunities | Quoting | Closed. Use a clean, self-contained layout — no external assets — with a summary tile row above the tabs and color-coded needs-attention rows.

Save the HTML file to ./outputs/deal-monitor.html.

Step 6: Output

Brief text summary in chat: new opps count, active quoting count (with how many need attention), closed count.
Present the HTML file for download.