ICS CRM Reminder

Generates ICS calendar files with structured CRM data for B2B sales follow-ups. Creates importable .ics reminders with customer details, deal status, priority, and next steps — works with Apple Calendar, Google Calendar, and Outlook.

ICS CRM Reminder — Mini-CRM im Kalender

Generates professional ICS calendar files with complete CRM information for B2B customer outreach. Double-click to import into Apple Calendar, Google Calendar, or Outlook.

When to use this skill

Use this skill whenever a user needs to create a calendar reminder for a customer call, follow-up, or sales meeting. The user provides customer data, and the skill generates a clean ICS file with all CRM details structured in the event description.

Workflow

1. Collect data from the user

Ask the user for the following fields. Not all fields are required — the skill 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	[phone]	No
Email	[e-mail]	No
Topic / Reason	WebAR 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
Budget	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, extract fields intelligently. Only ask when Company, Date, or Time are missing.

2. Generate ICS file

Run the script scripts/generate_ics.py with the collected data:

bash

python3 <skill-path>/scripts/generate_ics.py \
  --firma "Siemens AG" \
  --datum "2026-04-15" \
  --uhrzeit "10:00" \
  --ansprechpartner "Dr. Müller" \
  --telefon "[phone]" \
  --email "[e-mail]" \
  --thema "WebAR-Konfigurator Folgegespräch" \
  --prioritaet "hoch" \
  --letzte-interaktion "2026-03-10 — Demo gezeigt" \
  --deal-phase "Angebot" \
  --budget "25.000 €" \
  --naechster-schritt "Angebot nachfassen" \
  --notizen "Entscheider im Urlaub bis 12.04." \
  --dauer 30 \
  --alarm 15 \
  --output "<output-path>"

3. Filename convention

text

YYYY-MM-DD_Company_Reminder.ics

Example: 2026-04-15_Siemens-AG_Reminder.ics

Special characters and spaces in company names are replaced with hyphens.

4. CRM description format inside ICS

The DESCRIPTION field is a structured mini-CRM entry:

text

═══ viSales CRM Reminder ═══

📋 KUNDE
Firma: Siemens AG
Ansprechpartner: Dr. Müller
Tel: [phone]
Mail: [e-mail]

🎯 ANLASS
Thema: WebAR-Konfigurator Folgegespräch
Priorität: ⚡ HOCH

📊 DEAL STATUS
Phase: Angebot
Budget: 25.000 €
Letzte Interaktion: 2026-03-10 — Demo gezeigt

➡️ NÄCHSTER SCHRITT
Angebot nachfassen

📝 NOTIZEN
Entscheider im Urlaub bis 12.04.

───
Generated by viSales CRM Reminder

5. Output

After generating:

1. Save the ICS file to the user's workspace
2. Provide a link to the file
3. Show a brief summary: Company, Date, Topic

Keep the output concise — the user wants the file, not an essay.

Multiple reminders at once

If the user names multiple customers, create a separate ICS file for each. Show a compact overview of all created 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