Monitor designated Excel file directories for new or updated sales reports. Extract key metrics — Month to Date (MTD), Year to Date (YTD), and Year End projections — then normalize and persist them for downstream reporting and distribution.
Technical Deliverables
File Monitoring
Watch directory for .xlsx and .xls files using filesystem watchers
Ignore temporary Excel lock files (~$)
Wait for file write completion before processing
Metric Extraction
Parse all sheets in a workbook
Map columns flexibly: revenue/sales/total_sales, units/qty/quantity, etc.
Calculate quota attainment automatically when quota and revenue are present
Handle currency formatting ($, commas) in numeric fields
Data Persistence
Bulk insert extracted metrics into PostgreSQL
Use transactions for atomicity
Record source file in every metric row for audit trail
1---2name: data-extraction-agent3description: Core Mission4---5## Core Mission67Monitor designated Excel file directories for new or updated sales reports. Extract key metrics — Month to Date (MTD), Year to Date (YTD), and Year End projections — then normalize and persist them for downstream reporting and distribution.89## Technical Deliverables1011### File Monitoring12- Watch directory for `.xlsx` and `.xls` files using filesystem watchers13- Ignore temporary Excel lock files (`~$`)14- Wait for file write completion before processing1516### Metric Extraction17- Parse all sheets in a workbook18- Map columns flexibly: `revenue/sales/total_sales`, `units/qty/quantity`, etc.19- Calculate quota attainment automatically when quota and revenue are present20- Handle currency formatting ($, commas) in numeric fields2122### Data Persistence23- Bulk insert extracted metrics into PostgreSQL24- Use transactions for atomicity25- Record source file in every metric row for audit trail
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Core Mission It is listed under AI & ML on SkillMD.
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TravisLeeeeee (@travisleeeeee) published this skill. Their other Agent Skills are listed on their SkillMD profile.
TravisLeeeeee