ahc-automator

What This Skill Does

The AHC-Automator is a specialized workflow engine built for Alan Harper Composites to bridge the gap between communication channels and project management platforms. It streamlines the business-critical sequences of manufacturing operations by connecting email monitoring, project tracking in ClickUp, and CRM management in Pipedrive. The skill acts as an intelligent middleware, parsing incoming email data from key personnel (Ian and Ronaldo) to extract relevant project metadata and trigger automated creation cycles. By centralizing these disparate tasks into unified workflows—specifically for client onboarding and project completion—the AHC-Automator reduces manual data entry errors and ensures that every customer transition is documented, assigned, and tracked through the appropriate stages.

Installation

To integrate this skill into your environment, use the OpenClaw command-line interface. Ensure your system has the required API credentials for ClickUp and Pipedrive pre-configured in your environment variables. Run the following command in your terminal:

clawhub install openclaw/skills/skills/jamesbot-agnt/ahc-automator

Once installed, verify connectivity to your specific ClickUp Team ID (90132745943) and ensure your email monitors are active.

Use Cases

1. Automated Lead Capture: Automatically convert emails containing new business opportunities into Pipedrive deals without human intervention.
2. Manufacturing Task Delegation: Direct incoming client requests from specific stakeholders directly into designated ClickUp lists for immediate prioritization.
3. Standardized Client Onboarding: Launch a pre-configured project folder structure and task template whenever a new client is signed, ensuring consistency across all AHC projects.
4. End-to-End Closure: Automate the reporting and invoicing triggers upon project completion, effectively closing the loop on manufacturing cycles.

Example Prompts

1. "AHC workflow: I just received a new lead email, please parse it and create the corresponding deal in Pipedrive and a task in ClickUp."
2. "Automate AHC: Please run the client onboarding sequence for our new client, details are in the latest email from Ian."
3. "Project completion: Trigger the closure sequence for project ID 123456 and send the final reporting email to the client."

Tips & Limitations

• Email Dependency: The skill relies heavily on specific keyword triggers. Ensure team members (Ian/Ronaldo) are aware of the keywords ('clickup', 'pipedrive', 'nova tarefa') to avoid missed automations.
• Monitoring Frequency: The email parser operates on a 5-minute cron cycle. Real-time processing is not supported; urgent tasks should be verified manually if they fall just outside the cycle.
• Security: As this skill interacts with external APIs, ensure that the API keys provided have restricted scopes appropriate for your role in the company.
• Scalability: While excellent for standard manufacturing flows, customizing the parsing logic requires editing the Python scripts directly in the installed directory.