Process call notes or a transcript — extract action items, draft follow-up email, generate internal summary. Use when pasting rough notes or a transcript after a discovery, demo, or negotiation call, drafting a customer follow-up, logging the activity for your CRM, or capturing objections and next steps for your team.
EnglishPull live CRM pipeline from Roots.Tech Odoo CE. Queries crm.lead for open opportunities, groups by stage/salesperson, and formats results for pipeline review or SE assignment. Requires odoorpc-cli installed and authenticated.
EnglishPull confirmed sale orders from Roots.Tech Odoo CE. Summarizes revenue by period, salesperson, or customer. Queries sale.order and sale.order.line models. Requires odoorpc-cli installed and authenticated.
EnglishLive sales performance dashboard for Roots.Tech, pulling actuals and pipeline directly from Odoo CE via odoorpc-cli. Three modes — strategic (YTD vs annual target), month (month-end close tracker), and intelligence (per-opportunity next-action analysis fusing priority, agent research, and activity log). Triggered by 'sales dashboard', 'dashboard ยอดขาย', 'ดูยอดเทียบเป้า', 'close เดือนนี้', 'ปิดเดือน', 'next action ดีล', 'วิเคราะห์ opportunity'. Requires odoorpc-cli installed and authenticated. Runs on Claude Code CLI (needs shell).
EnglishCentral navigator for Roots-Sales-Plugin. Trigger when user asks what to do next, which tool to use, how the sales workflow works, or when they seem unsure where to start. Phrases: 'ทํายังไงดี', 'ใช้อะไร', 'เริ่มจากไหน', 'help', 'ช่วยแนะนํา', 'sales workflow', 'ต้องทําอะไรก่อน', or any question about which skill/agent handles a specific task.
English
AGENT SKILLS ATLASIncludes Call Summary, Odoo Crm Sync, Odoo Sales Report, and other workflows.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLISupported by the Atlas install prompt. Skill-specific requirements vary.
Pack stats
What’s included
Call Summary
Process call notes or a transcript — extract action items, draft follow-up email, generate internal summary. Use when pasting rough notes or a transcript after a discovery, demo, or negotiation call, drafting a customer follow-up, logging the activity for your CRM, or capturing objections and next steps for your team.
Odoo Crm Sync
Pull live CRM pipeline from Roots.Tech Odoo CE. Queries crm.lead for open opportunities, groups by stage/salesperson, and formats results for pipeline review or SE assignment. Requires odoorpc-cli installed and authenticated.
Odoo Sales Report
Pull confirmed sale orders from Roots.Tech Odoo CE. Summarizes revenue by period, salesperson, or customer. Queries sale.order and sale.order.line models. Requires odoorpc-cli installed and authenticated.
Roots Sales Dashboard
Live sales performance dashboard for Roots.Tech, pulling actuals and pipeline directly from Odoo CE via odoorpc-cli. Three modes — strategic (YTD vs annual target), month (month-end close tracker), and intelligence (per-opportunity next-action analysis fusing priority, agent research, and activity log). Triggered by 'sales dashboard', 'dashboard ยอดขาย', 'ดูยอดเทียบเป้า', 'close เดือนนี้', 'ปิดเดือน', 'next action ดีล', 'วิเคราะห์ opportunity'. Requires odoorpc-cli installed and authenticated. Runs on Claude Code CLI (needs shell).
Sales Help
Central navigator for Roots-Sales-Plugin. Trigger when user asks what to do next, which tool to use, how the sales workflow works, or when they seem unsure where to start. Phrases: 'ทํายังไงดี', 'ใช้อะไร', 'เริ่มจากไหน', 'help', 'ช่วยแนะนํา', 'sales workflow', 'ต้องทําอะไรก่อน', or any question about which skill/agent handles a specific task.
Quick start
- Choose your skills. Select individual skills above, or choose the entire pack.
- Copy the install prompt. Use Copy install prompt above the list.
- Send it to your agent. Paste into your coding agent’s chat. Your agent reviews the source and guides the setup.
Try it with your agent
After installation, start with a request like:
Use the Call Summary skill to help with my task.
Ask me for the context you need before getting started.Requirements & license
- A coding agent that can access your project files and install skills.
- Your agent checks each skill’s instructions, dependencies, and permissions during setup.
- License details are not provided in these listings. Check the author’s terms before using the skills.