Daily Scanner: AI Note Inventory & CRM Automation for Openclaw

An automated AI agent skill that scans, classifies, and syncs voice notes to CRMs and task managers daily.

skychentian
v1.0.0
Mar 6, 2026
1
1.1k
0

Install & Download

1. ClawHub CLI

The fastest way to install a skill directly from the registry.

npx clawhub@latest install daily-scanner

2. Manual Installation

Copy the skill folder to one of these locations

Global
~/.openclaw/skills/
Workspace
<project>/skills/

Priority: Workspace > Local > Bundled

3. Prompt Installation

Copy this prompt to OpenClaw to install it automatically.

Help me install daily-scanner using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).

Prefer to download?

Get the raw skill files in a ZIP archive.

What is Daily Scanner: AI Note Inventory & CRM Automation?

The Daily Scanner is a sophisticated automation tool designed for the Openclaw Skills ecosystem. It serves as a personal intelligence officer that monitors designated folders for new voice notes, typically from the Get Note app, and processes them through a multi-stage pipeline. By leveraging advanced classification logic, it identifies the nature of the content—whether it is a sales call, an internal meeting, or a creative spark—and routes it to the appropriate downstream service.

This skill effectively bridges the gap between raw audio captures and actionable data. It integrates seamlessly with external platforms like Feishu CRM and TickTick, ensuring that no insight is lost and every task is logged. Using this within the Openclaw Skills framework allows developers and professionals to maintain a zero-inbox state for their thoughts and business communications.

Daily Scanner: AI Note Inventory & CRM Automation Use Cases

  • Processing client communications to update Feishu CRM records automatically.
  • Extracting action items from internal team meetings and syncing them to TickTick.
  • Archiving creative ideas and content outlines into dedicated material libraries.
  • Analyzing investment pitches and generating structured evaluation reports.

How Daily Scanner: AI Note Inventory & CRM Automation Works

  1. Monitors the local directory for voice notes added within the last 24 hours.
  2. Categorizes each note into one of six predefined buckets: Customer, Internal, Channel, Investment, Inspiration, or Content.
  3. Evaluates the value of the note to decide if further processing is required.
  4. Triggers specialized sub-skills like sales-analyzer or meeting-analyzer based on the category.
  5. Updates external databases including CRM business opportunity tables and channel management sheets.
  6. Generates a comprehensive daily summary report highlighting processed items and pending tasks.

Daily Scanner: AI Note Inventory & CRM Automation Setup

  1. Ensure your voice notes are synced to the path ~/Desktop/Obsidian/sky的知识库/00-Inbox/录音文件/Get笔记/.
  2. Configure your Feishu CRM API tokens and TickTick integration within the Openclaw Skills environment.
  3. Set the trigger frequency (default is 9:00 AM and 12:00 AM).
  4. Install the required sub-skills via the CLI:
openclaw install sales-analyzer meeting-analyzer channel-scanner

Daily Scanner: AI Note Inventory & CRM Automation Data Schema & Taxonomy

The skill organizes data based on the following taxonomy:

Category Trigger Keywords Target Integration
Customer sales, contract, GEO Feishu CRM
Internal meeting, team, progress TickTick To-do
Channel referral, alliance Feishu Channel Table
Investment BP, valuation, equity Investment Report
Inspiration thoughts, insights Material Library
Content script, video, topic Content Outline

Daily Scanner: AI Note Inventory & CRM Automation Advanced Features

  • Multi-skill orchestration: Automatically calls specialized agents like sales-analyzer for deep diagnostics within the Openclaw Skills ecosystem.
  • Automated CRM synchronization: Real-time updates to sales pipelines and follow-up records.
  • Scheduled deep audits: Performs a comprehensive midnight scan for deep structural inventory.
  • Priority alerting: Identifies high-priority items and provides suggested actions in the final report.

SKILL.md


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