okki-email-sync
Synchronize email activities and quotation events with OKKI CRM as follow-up trail records. Automatically matches emails to CRM customers via domain lookup and vector search, creates trail records (email type=102, quotation type=101), and deduplicates entries. Requires OKKI CRM API access and optional vector search setup. Use when you need to automatically log email communications and quotation events in your CRM.
Install via CLI (Recommended)
clawhub install openclaw/skills/skills/cjboy007/okki-email-syncWhat This Skill Does
The okki-email-sync skill is a specialized integration module designed to harmonize your communication workflows with the OKKI CRM platform. Rather than operating as a standalone tool, this skill functions as an intelligent middleware hook, enabling the automatic synchronization of email activities and quotation generation events directly into your CRM follow-up trail. By implementing a sophisticated multi-stage matching strategy—starting with precise domain-based lookup and falling back to advanced vector search via LanceDB—the skill ensures that correspondence and business documents are accurately attributed to the correct customer profiles without manual intervention.
Installation
To install this skill, use the ClawHub command-line interface: clawhub install openclaw/skills/skills/cjboy007/okki-email-sync. After installation, ensure your environment satisfies the dependencies listed in the core module documentation, specifically the OKKI CLI API client located at $WORKSPACE/xiaoman-okki/api/okki.py and the vector database configuration. Integrate the module into your existing imap-smtp-email and quotation-workflow scripts by importing the exported API functions from scripts/okki-sync.js as outlined in the integration documentation provided in the skill source files.
Use Cases
This skill is ideal for sales teams and account managers who utilize OpenClaw to streamline their communication. Key use cases include: 1) Maintaining a clean CRM audit trail by automatically logging outgoing business emails as type 102 follow-ups. 2) Instantly documenting the delivery of commercial quotations as type 101 records upon generation. 3) Reducing manual data entry errors by leveraging automated domain matching. 4) Ensuring consistency across platforms when handling high-volume communications with multiple global clients.
Example Prompts
- "OpenClaw, please send the latest price list to our client at TechCorp and ensure the interaction is logged in OKKI CRM."
- "After generating the quotation for the current project, verify that the trail record has been successfully synced to the customer profile in OKKI."
- "Check the current synchronization status of my latest outgoing email to the client; did the okki-email-sync trigger correctly?"
Tips & Limitations
The okki-email-sync skill relies on the stability of the OKKI CRM API and the accuracy of your vector store. Always ensure your public domain filter is updated to prevent system emails from being logged as customer trails. The deduplication mechanism uses the UID key; if you notice records are missing, ensure your email UIDs are unique. Note that this skill is strictly an integration layer and will not function if the primary messaging or quotation workflows are not properly configured to trigger the okki-sync.js hooks.
Metadata
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Find the right skillPaste this into your clawhub.json to enable this plugin.
{
"plugins": {
"official-cjboy007-okki-email-sync": {
"enabled": true,
"auto_update": true
}
}
}Tags(AI)
Flags: file-read, file-write, external-api, code-execution
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