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, priorit...

MIT-0 · Free to use, modify, and redistribute. No attribution required.
0 · 29 · 0 current installs · 0 all-time installs
byviSales & Gerhard Schröder@kopfkinok3
MIT-0
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high confidence
Purpose & Capability
Name/description say 'generate ICS calendar files' and the skill only requires python3 and includes a script that builds and writes .ics files — this is proportionate and expected.
Instruction Scope
SKILL.md instructs the agent to collect specific CRM fields and run the included script to write an .ics file to the user's workspace. There are no instructions to read unrelated files, access environment secrets, call external endpoints, or exfiltrate data.
Install Mechanism
No install spec; the skill is instruction+script only and runs with an existing python3 binary. No downloads, package installs, or archive extraction are requested.
Credentials
The skill declares no required environment variables or credentials and the script operates only on provided arguments and local filesystem paths. No disproportionate secrets or unrelated service tokens are requested.
Persistence & Privilege
always is false, the skill does not persist configuration beyond writing its output file, and it does not modify other skills or system-wide agent settings.
Assessment
This skill appears to do exactly what it claims: generate local .ics files from given CRM fields. Before installing, verify the repository source if you need provenance, and run the script on sample data to confirm filename/output location. Note it writes files to the filesystem (ensure the provided output path is safe), does not include timezone data (times are 'floating' which can lead to timezone differences on import), and performs minimal input validation — avoid feeding untrusted or sensitive data unless you control where files are written. If you need timezone-aware events or stricter validation, consider extending the script accordingly.

Like a lobster shell, security has layers — review code before you run it.

Current versionv1.0.0
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License

MIT-0
Free to use, modify, and redistribute. No attribution required.

Runtime requirements

📅 Clawdis
Binspython3

SKILL.md

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 ⚡.

FieldExampleRequired
⚡ CompanySiemens AGYes
⚡ Date2026-04-15Yes
⚡ Time10:00Yes
Contact personDr. MüllerNo
Phone+49 234 123456No
Emailmueller@siemens.comNo
Topic / ReasonWebAR configurator follow-upNo
Priorityhigh / medium / lowNo (Default: medium)
Last interaction2026-03-10 — Demo presentedNo
Deal phaseProposal / Negotiation / Closing / NurtureNo
Budget25,000 €No
Next stepFollow up on proposalNo
NotesDecision maker on vacation until Apr 12No
Duration (minutes)30No (Default: 30)
Alarm (minutes before)15No (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:

python3 <skill-path>/scripts/generate_ics.py \
  --firma "Siemens AG" \
  --datum "2026-04-15" \
  --uhrzeit "10:00" \
  --ansprechpartner "Dr. Müller" \
  --telefon "+49 234 123456" \
  --email "mueller@siemens.com" \
  --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

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:

═══ viSales CRM Reminder ═══

📋 KUNDE
Firma: Siemens AG
Ansprechpartner: Dr. Müller
Tel: +49 234 123456
Mail: mueller@siemens.com

🎯 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

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