# Data Extraction Agent

> Core Mission

- Skill: `travisleeeeee/data-extraction-agent` (Agent Skill, multi-file: 4 files)
- Install (CLI): `npx skillmds@latest add travisleeeeee/data-extraction-agent`
- Raw SKILL.md: https://api.skillmd.com/api/skills/travisleeeeee/data-extraction-agent/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: AI & ML
- Author: TravisLeeeeee (https://skillmd.com/u/travisleeeeee)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/travisleeeeee/data-extraction-agent

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## Core Mission

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