CRM task reminder
Get one morning message with the Attio tasks that are due today or overdue.
npx skills add wellapp-ai/skills --skill crm-task-reminder
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How the skill answers
Every step of the run, in order, with the card each one returns. A step that hands its work to another skill says which one.
- You ask
Which Attio tasks are due today?
- Pin the workspaceSkill useddefine-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces - Fix the as-of date
- Check the Attio connection
- Read and sort the tasks
- If any required step errors or returns unusable data
- You get
2 Attio tasks: chase the signed DPA from Helios, overdue since 2 October, and send the revised quote to Northwind, due today. A completed task, one due on 20 October and one with no due date are counted, not listed. When you turn on the morning reminder, the same list reaches you as one WhatsApp message.
More skills to try
Every skill answers a different question from the same connected data. Add one, ask, and see the working.
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Cash position
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
Cost structure
See where your company's money actually goes, no spreadsheets required.
Receivables aging
See who owes you money, and how long they have been sitting on it.
Chase late invoices
Get a prioritized list of who to chase for payment, with their contact info and a message already drafted.
Bills due
See what you owe and when, ordered by due date with a running total.
Frequently asked questions
Which tasks are in the reminder?
The open Attio tasks whose due date is today or earlier. A completed task is left out, and a task due later stays out until its day comes.
Will I get the same reminder twice in one day?
No. The morning reminder sends at most one message a day, and a morning with nothing due sends nothing.
Which day does a due date fall on?
The day Attio records, which is a UTC date. A task due near midnight in your time zone can show on the day before or the day after.
What happens to a task with no due date?
It is counted, never listed. A task with no due date has no morning to fall on, so placing it on one would be a guess.
Can it complete or move a task for me?
No. The skill reads only. Completing or moving a task stays in Attio.
Ask your first question today
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