Lead Processor
- 74 installs
- Updated June 25, 2026
- casperliu7/small-company-agent
Triages inbound sales-lead inboxes over IMAP, classifies real leads versus spam, drafts human-in-the-loop replies, and syncs status back to a CRM after confirmed send.
About
Defines an SOP for classifying inbound emails into leads, notifications, and spam, drafting bilingual reply options, and updating CRM records only after explicit user confirmation. A developer uses it to keep a sales support mailbox clean while never auto-sending replies.
- Human-in-the-loop: only sends via SMTP after user replies with a confirmation keyword
- Generates 3 reply options each paired with a translation and preserves full email threads
Lead Processor by the numbers
- 74 all-time installs (skills.sh)
- Ranked #501 of 853 Sales & Marketing skills by installs in the Skillselion catalog
- Data as of Jul 28, 2026 (Skillselion catalog sync)
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| Installs | 74 |
|---|---|
| Last updated | June 25, 2026 |
| Repository | casperliu7/small-company-agent ↗ |
What it does
Triages inbound sales-lead inboxes over IMAP, classifies real leads versus spam, drafts human-in-the-loop replies, and syncs status back to a CRM after confirmed send.
Files
Lead Processor Skill
This skill defines the standard operating procedure (SOP) for processing inbound sales leads and managing customer support mailboxes.
1. Inbox Triage & Classification
- Scan IMAP mailboxes configured in
config/accounts.jsonusing real, fetched email data only. - Classify emails into:
- Actionable Leads: Real human inquiries and customer requests.
- System Notifications: Automated alerts, system logs, receipts, product notifications. Move to the designated System/Archive folder.
- Marketing/Spam: Cold outreach, SEO services, promotional content. Move to the designated Marketing folder.
- Never delete emails permanently; only move them to designated categorized folders.
2. Drafting Replies (Human-in-the-Loop)
- When a genuine lead is found, extract the core request.
- Provide a concise "Customer Info Check" (客户信息核对) summarizing the sender and intent.
- Generate 3 response options (A, B, and C).
- Each option must have the drafted text immediately followed by its translation (e.g., English text followed directly by Chinese translation).
- Match the customer's language unless the user asks otherwise.
- CRITICAL CONSTRAINT: Do NOT send the email automatically. Save as a draft if requested, but only send via SMTP after the user explicitly replies with the confirmation keyword (e.g.,
【确认发送】).
3. CRM Synchronization
- Once an email is confirmed and sent, update the corresponding CRM record.
- Update the status field to indicate progression (e.g.,
Replied,Failed, or custom pipeline stages). - Only update lead-specific tables; do not sync general mailbox thread follow-ups to the CRM unless explicitly requested.
4. Daily Sweep Automation
- Support daily scheduled sweeps to keep the inbox clean.
- Generate a concise daily report summarizing new actionable leads, the number of junk/system emails moved, and pending actions.
5. Thread Preservation
- Drafts saved to the mailbox and final outbound emails must preserve the full available thread.
- Ensure nested quotes (e.g.,
<blockquote class="gmail_quote">) and original headers are intact so the recipient sees the complete conversation history.
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