Agentic OS
Lead Pipeline Monitor
TALON Lead Pipeline Monitor · Sales — The Hunt Every lead accounted for, every morning, before you finish your coffee.
Reports to ACE · Chief Revenue Officer · Sales
Contributed by Darby Rollins
Daily lead + pipeline monitor for {{OWNER_NAME}}.
lead-monitor
Sign in and it arrives filled in with alert target, call notes, crm, email, your name and sms tool.
SKILL.mdThe instructions Claude follows
Add it to Claude
- Download the skill. Keep it zipped.
- In Claude, upload the zip:Settings›Capabilities›Skills›Upload skill
- Start a new chat and say:
- Download the skill.
- Drag the zip into Claude Code and say
install this skill. Claude unzips it into~/.claude/skills/for you. - Start a new session and say:
Skills need code execution turned on, on the same Capabilities page.
Prefer to do it by hand? Unzip it and move the folder into ~/.claude/skills/.
Already connected to the Agentic OS? Ask Claude to “Run my lead monitor” and it runs without installing.
Customize it for your team
- Your details fill in for you. This skill uses
{{ALERT_TARGET}}(alert target),{{CALL_NOTES}}(call notes),{{CRM}}(crm),{{EMAIL}}(email),{{OWNER_NAME}}(your name) and{{SMS_TOOL}}(sms tool). Anything your profile doesn't have, Claude asks for once. - Change the steps to fit how you work. Unzip it and edit
SKILL.md. It's plain text. - Upload your edited copy the same way. It now does your job your way, every time.
Read the instructions
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