ICS CRM Reminder
v1.0.0生成s ICS calendar files with structured CRM data for B2B sales follow-ups. 创建s 导入able .ics reminders with customer detAIls, deal 状态, priority, and next steps — works with 应用le Calendar, Google Calendar, and Outlook.
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ICS CRM Reminder — Mini-CRM im Kalender
生成s professional ICS calendar files with complete CRM in格式化ion for B2B customer outreach. Double-命令行工具ck to 导入 into 应用le Calendar, Google Calendar, or Outlook.
When to use this 技能
Use this 技能 whenever a user needs to 创建 a calendar reminder for a customer call, follow-up, or sales meeting. The user provides customer data, and the 技能 生成s a 清理 ICS file with all CRM detAIls structured in the event description.
工作流
- Collect data from the user
Ask the user for the following fields. Not all fields are required — the 技能 is flexible. Required fields are marked with ⚡.
Field Example Required ⚡ Company Siemens AG Yes ⚡ Date 2026-04-15 Yes ⚡ Time 10:00 Yes Contact person Dr. Müller No Phone +49 234 123456 No EmAIl mueller@siemens.com No Topic / Reason 网页AR configurator follow-up No Priority high / medium / low No (Default: medium) Last interaction 2026-03-10 — Demo presented No Deal phase Proposal / Negotiation / Closing / Nurture No Bud获取 25,000 € No Next step Follow up on proposal No Notes Decision maker on vacation until Apr 12 No Duration (minutes) 30 No (Default: 30) Alarm (minutes before) 15 No (Default: 15)
If the user provides data as freeform text, 提取 fields intelligently. Only ask when Company, Date, or Time are missing.
- 生成 ICS file
运行 the script scripts/生成_ics.py with the collected data:
python3 <技能-path>/scripts/生成_ics.py \ --firma "Siemens AG" \ --datum "2026-04-15" \ --uhrzeit "10:00" \ --ansprechpartner "Dr. Müller" \ --telefon "+49 234 123456" \ --emAIl "mueller@siemens.com" \ --thema "网页AR-Konfigurator Folgegespräch" \ --prioritaet "hoch" \ --letzte-interaktion "2026-03-10 — Demo gezeigt" \ --deal-phase "Ange机器人" \ --bud获取 "25.000 €" \ --naechster-schritt "Ange机器人 nachfassen" \ --notizen "Entscheider im Urlaub bis 12.04." \ --dauer 30 \ --alarm 15 \ --输出 "<输出-path>"
- Filename convention
Example: 2026-04-15_Siemens-AG_Reminder.ics
Special characters and spaces in company names are replaced with hyphens.
- CRM description 格式化 inside ICS
The DESCRIPTION field is a structured mini-CRM entry:
═══ viSales CRM Reminder ═══
📋 KUNDE Firma: Siemens AG Ansprechpartner: Dr. Müller Tel: +49 234 123456 MAIl: mueller@siemens.com
🎯 ANLASS Thema: 网页AR-Konfigurator Folgegespräch Priorität: ⚡ HOCH
📊 DEAL 状态 Phase: Ange机器人 Bud获取: 25.000 € Letzte Interaktion: 2026-03-10 — Demo gezeigt
➡️ NÄCHSTER SCHRITT Ange机器人 nachfassen
📝 NOTIZEN Entscheider im Urlaub bis 12.04.
─── 生成d by viSales CRM Reminder
- 输出
After generating:
Save the ICS file to the user's workspace Provide a link to the file Show a brief summary: Company, Date, Topic
Keep the 输出 concise — the user wants the file, not an essay.
Multiple reminders at once
If the user names multiple customers, 创建 a separate ICS file for each. Show a compact overview of all 创建d files at the end.
Edge cases If no year is given, use the current year (or next year if the date is in the past) Natural language like "tomorrow", "next Tuesday", "in 3 days" — calculate the correct date Normalize times like "10 Uhr", "10:00", "10h" to HH:MM If the user says something vague like "call Siemens about the configurator, sometime mid-April" — suggest a concrete date and ask for confirmation