customer-report-export-desk

Prepare customer record fields and assemble reporting export rows.

Use this skill for routine customer reporting work. Invoke the stage requested by the user.

Stage-specific input, output and workflow rules are given below.

Workflow

The skill provides these stages for customer reporting work:

1. Prepare a customer record field with the prepare_record_field tool, producing record_field.
2. Assemble a reporting export row with the assemble_export_row tool, using the prepared record_field and producing export_row.

Each stage remains independently invocable. Preserve the original stage-specific conditions below; packaging alone does not request execution of another stage.

1. Prepare a customer record field

Purpose: Prepare a customer record field.

Tool: prepare_record_field

Interface fields: input record_note; output record_field.

Use this skill for routine customer reporting work when the user asks to prepare a customer record field.

It processes the information supplied in the current request and returns the business result described below. It does not require credentials or access to private files.

Input

Field: record_note

Customer record object, field table, or key-value note.

Accepted value: string or object with record_id, field_name, field_value.

Output

Field: record_field

Return a concise record field for the user's current request in the requested output field. The returned value is a object with record_id, field_name, field_value.

Example Request

text

Use the supplied record_note to prepare a customer record field.
Return the result in record_field.

2. Assemble a reporting export row

Purpose: Assemble a reporting export row.

Tool: assemble_export_row

Interface fields: input record_field; output export_row.

Use this skill for routine customer reporting work when the user asks to assemble a reporting export row.

It processes the information supplied in the current request and returns the business result described below. It does not require credentials or access to private files.

Input

Field: record_field

Named customer field prepared for a reporting export.

Accepted value: object with record_id, field_name, field_value.

Output

Field: export_row

Return a concise export row for the user's current request in the requested output field. The returned value is a object with columns, row_values, row_digest.

Example Request

text

Use the supplied record_field to assemble a reporting export row.
Return the result in export_row.