SYNRGY AI KB

crm automation prompt

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crm automation prompt

Build a skill called “vdr-access” that adds an investor as a Box VDR collaborator (Viewer role).

What it does

When I say “give [person] VDR access” or “add [person] to the data room”, this skill should:

  1. Ask me for the person’s email (or look them up in Attio CRM if I give a name)
  2. Add them as a Viewer collaborator on the VDR root folder (Box folder ID: 366130141716) using the Box Collaborations API
  3. Add their email domain to the Cloudflare Access whitelist (all apps) so they can access the web VDR too
  4. Update the person’s CRM record with a note that VDR access was granted
  5. Post a confirmation to investor-pipeline (C0AGU217V7X) with what was done

Implementation

Step 1: Add commands to box-utils.py

Add these commands to ~/synrgy/scripts/box-utils.py, following the existing pattern (JWT auth via get_access_token(), box_api() helper, argparse subcommands):

add-collaborator — POST /collaborations

{
  "item": {"type": "folder", "id": "FOLDER_ID"},
  "accessible_by": {"type": "user", "login": "EMAIL"},
  "role": "viewer",
  "can_view_path": true
}
 
CLI: box-utils.py add-collaborator EMAIL --folder 366130141716 --role viewer
Default folder = 366130141716 (VDR root). Default role = viewer.
Handle 400 "user_already_collaborator" gracefully (print "already a
collaborator" and exit 0).
 
**list-collaborators** — GET /folders/{id}/collaborations
CLI: box-utils.py list-collaborators 366130141716
Print: name, email, role, status for each.
 
**remove-collaborator** — DELETE /collaborations/{collab_id}
CLI: box-utils.py remove-collaborator COLLAB_ID
 
### Step 2: Create the Cowork skill
 
Create ~/synrgy/cowork-skills/vdr-access/SKILL.md with the interactive
workflow above. The skill should:
- Use ~/synrgy/scripts/box-utils.py add-collaborator for Box
- Use ~/synrgy/scripts/cloudflare-access.py add-all DOMAIN for Cloudflare
- Use ~/synrgy/scripts/attio-utils.py to find and annotate the CRM record
- Use ~/synrgy/scripts/slack-utils.py to post confirmation
- Ask me to confirm before executing (this is a share action, not
autonomous)
 
### Step 3: Update CLAUDE.md references
 
Add the new box-utils.py commands to scripts/CLAUDE.md and add vdr-access
to cowork-skills/CLAUDE.md.
 
### Context
 
- Box JWT auth is already set up in box-utils.py (scripts/box_config.json)
- The VDR URL is https://synrgysports.app.box.com/folder/366130141716
- Cloudflare Access uses email domain whitelists (email OTP login)
- CRM is local FastAPI at localhost:3838, accessed via attio-utils.py
- See scripts/CLAUDE.md for full CLI reference of all utilities

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