Individual skill
crm-autopilot
Keeps the CRM current without the owner ever opening it. Creates and updates contacts and deals from email, calendar, and call transcripts; logs activity automatically; drafts follow-ups on deals that have gone quiet; and maintains a next-step queue so nothing sits unowned. Runs on demand or on a schedule, includes a hygiene sweep for duplicates and stale records, and builds a lightweight CRM in a spreadsheet for owners who don't have one. Use this whenever CRM data or pipeline hygiene comes up — including phrasings like "update my CRM," "log this call," "clean up HubSpot," "clean up Salesforce," "add this to the deal," "turn my meeting into a deal note," "which deals have gone quiet," "I hate data entry," or "my pipeline is out of date." Reach for it when the owner describes a call or meeting worth recording, even without naming the CRM.
skills-imported/crm-autopilot/SKILL.md
Source commit faf37c0859ebf627bfcb5225e8057d088691e0ae
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- Yes
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- Observed behavior
- Not checked yet
- Last checked
- Nov 8, 2026
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Repository context
- Repository stars (not skill ratings)
- 54
- Repository last updated
- Oct 10, 2026
- License
- MIT
Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.
- agent-skills Repository topic
- ai-agents Repository topic
- ai-agents-automation Repository topic
- ai-skills Repository topic
- awesome Repository topic
- awesome-list Repository topic
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- sales Derived category
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Files and excerpt
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Browse files
SKILL.mdcore · 15,608 bytesreference/cleanup-checklist.mddoc · 4,500 bytesreference/examples/cleanup-deal.mddoc · 3,984 bytesreference/examples/log-call-happy-path.mddoc · 2,896 bytesreference/examples/log-email-happy-path.mddoc · 2,171 bytesreference/gotchas.mddoc · 5,165 bytesreference/hubspot-fields.mddoc · 4,675 bytesreference/lightweight_crm.mddoc · 4,153 bytesreference/salesforce-fields.mddoc · 6,052 bytesreference/standing_mode.mddoc · 5,180 bytes
Read excerpt
<!-- Provenance: adapted from anthropics/knowledge-work-plugins (Apache-2.0, (c) Anthropic).
Original skill: https://github.com/anthropics/knowledge-work-plugins/tree/main/small-business/skills/crm-autopilot. Changes for Muse AI: Claude/Cowork product refs -> Muse AI; MCP -> connector; CLAUDE.md -> MUSE.md; ${CLAUDE_PLUGIN_ROOT} -> this skill's directory; /plugin:command refs -> skill refs. -->
# CRM Autopilot
Stop doing data entry.
CRM and pipeline is a common growth ask from owners, and the specific request underneath it is almost always automatic logging: update the CRM from my meetings, log my calls, turn every sales call into a structured deal note. Owners do not want a better CRM interface. They want to stop opening one.
## Step 1 — Work out which mode this is
Four paths. Pick from the message and context.