使い方
- インストールコマンドをコピーし、自分の環境へ導入する前にソースを確認します。
- 必要なツール、認証情報、対応環境を原文で確認します。
- 入力と成果物を指定し、出力を資料と照合します。
npx skills add https://github.com/onewave-ai/claude-skills --skill gmail-to-crm-pipeline開始前の確認
- 導入にはモデル契約、API枠、ファイルへのアクセス許可は含まれません。
- スター数や導入数は活動の指標であり、独立した品質・安全性試験ではありません。
リポジトリの原文
見出し、例、コード、表、リンク、参照画像を含む原文を表示しています。
Gmail-to-CRM Pipeline
Turn a Gmail inbox into a structured sales pipeline using Claude's MCP Connectors -- the Gmail connector reads and drafts email, and the Supabase connector persists CRM data. No external scripts or API keys required.
Workflow
- Connect. Verify the Gmail and Supabase MCP Connectors are available. On first run, create the CRM tables and seed config. Load ICP config from the
pipeline_configtable. Seereferences/configuration.md(first run, error handling) andreferences/crm-schema.md. - Search. Run the targeted Gmail search queries to find unread lead emails over the time window (default: last 24 hours). Collect unique message IDs and deduplicate. See
references/gmail-retrieval.md. - Parse. Read each unique message, strip signatures and disclaimers, and extract the structured field set. See
references/gmail-retrieval.md. - Extract. Build the lead profile (contact, company, inquiry, metadata) for each email. Set missing fields to
nullrather than guessing. Seereferences/lead-extraction.md. - Score. Score each lead on ICP fit (0-40), intent (0-35), and urgency (0-25), then apply adjustment modifiers. Map the total to a qualification tier and priority. See
references/scoring-model.md. - Draft. For each qualified lead (score >= 25), draft a personalized, tier-appropriate response and save it as a Gmail draft. Never auto-send. See
references/response-templates.md. - Log. Check for duplicates, then insert or update the lead in Supabase, log activity, and set the next action by priority. See
references/crm-schema.md. - Report. Query the pipeline snapshot and generate
lead-pipeline-report.mdin the working directory, then display the executive summary. Seereferences/pipeline-report.md.
Between runs, handle manual lead commands (mark contacted, move stage, disqualify, add note, schedule follow-up, query leads) and ICP/search customization. See references/configuration.md.
Hard Rules
- Never auto-send email -- always create drafts for the user to review and send.
- Never store raw email bodies or credentials in Supabase or any report; store structured data and key quotes only.
- Treat all lead and email content as confidential.
Contents
references/gmail-retrieval.md-- Gmail MCP tools, search queries, parsing rules, extracted field set.references/lead-extraction.md-- Lead profile JSON schema and extraction guidelines.references/scoring-model.md-- ICP, intent, urgency scoring tables; tier mapping; adjustment rules.references/response-templates.md-- Per-tier response templates, personalization rules, anti-patterns, draft creation.references/crm-schema.md-- Supabase MCP tools, table DDL, logging procedure and SQL.references/pipeline-report.md-- Report Markdown structure and reporting SQL queries.references/configuration.md-- First-run setup, customization, manual commands, error handling, privacy, invocation triggers.
