A runnable recipe: one command turns crmkit into a daily briefing. It reads
CRMKIT_BASE_URL and a CRMKIT_TOKEN (a crmkit bearer token - get one via the
email login: POST /auth/request → POST /auth/verify).
What it does
Pulls three things and prints them as a digest:
- Follow-ups due/overdue (
/reminders) - what needs attention now - Open pipeline (
/deals?status=open) - biggest deals first - Recent activity (
/activities) - what's been logged lately
crmkit responses are plain-text and grepable by design, so the script is tiny and needs no JSON tooling.
Run it
export CRMKIT_BASE_URL=https://api.crmkit.ai
export CRMKIT_TOKEN=ck_... # a crmkit bearer token (POST /auth/verify)
./digest.sh
Automate it
- Cron a weekday-morning digest, emailed to you:
0 8 * * 1-5 CRMKIT_BASE_URL=https://api.crmkit.ai CRMKIT_TOKEN=ck_… /path/to/digest.sh | mail -s "crmkit digest" you@co.com - Slack/Discord: pipe the output into a webhook post.
- Ad-hoc: the agent can run it with its shell tool whenever the user asks "what's on today?".
Adapt it
Change the limits/windows, add a "closing this week" section (filter deals by
follow_up_at), or group differently - see the manual (GET /help) for
query filters and sort. Keep it plain-text in, plain-text out. The script lives
beside this file as digest.sh.