AgentSkillsCN

client-update

通过电子邮件和 WhatsApp 通知，向客户发送专业的工作成果更新。当用户希望分享工作进展、发送资产，或向客户汇报最新进度时，请使用此技能。

SKILL.md
--- frontmatter
name: client-update
description: Send professional client updates with deliverables via email and WhatsApp notification. Use when user wants to share work, send assets, or give a client an update on progress.
triggers:
  - client update
  - send to client
  - share with client
  - update client
  - send to cynthia
  - client delivery
version: 1.0.0

Client Update Skill

Standardized workflow for sending professional client updates with deliverables.

When This Skill Activates

  • •User says "send this to the client"
  • •User wants to share deliverables or assets
  • •User requests a client update
  • •User mentions sending work to Cynthia or other clients

Workflow Steps

1. Identify Client & Project

Check Core Memory for client contact information:

code
Client: Cynthia DeBriey
Email: cynthia.debriey@gmail.com
WhatsApp: +507 6380-7634 (50763807634@c.us)
Project: FloreSer / Philips Day

2. Prepare Deliverables

bash
# Create dated deliverable folder
mkdir -p ~/projects/01-ACTIVE/[PROJECT]/client/deliverables/YYYY-MM-DD_description/

# Zip files if needed
zip -r deliverable.zip [files]

# Copy to assets-shared for tracking
cp deliverable.zip ~/projects/01-ACTIVE/[PROJECT]/client/assets-shared/

3. Compose Email

Structure:

  • •Greeting: Friendly, professional
  • •Summary: What was done (1-2 sentences)
  • •Context: Why this matters
  • •Contents: What's in the attachment
  • •Status: Where we are (done/in progress/needs feedback)
  • •Ask: What you need from them
  • •Sign-off: Warm closing

4. Send Email (Gmail)

python
mcp__gmail__send_email(
    to=["client@email.com"],
    subject="[Project] - Deliverable Description",
    body="...",
    attachments=["path/to/file.zip"]
)

5. Send WhatsApp Notification

python
mcp__periskope-whatsapp__periskope_send_message(
    phone="[number]@c.us",
    message="Quick note - just sent you an email with [description]. Check your inbox!"
)

6. Log Communication

Update the project's client/CLIENT-WORKFLOW.md communication log table.

7. Save to Core Memory

Ingest the communication for future reference.

Project-Specific Configs

FloreSer / Philips Day

Error Handling

  • •Gmail auth error: Alert user to re-authenticate, offer to draft email instead
  • •WhatsApp error: Provide manual message to copy
  • •Large files (>25MB): Suggest Google Drive link or split files

Example Usage

User: "Send these assets to the client"

Claude:

  1. •Zips assets
  2. •Copies to client/assets-shared/
  3. •Sends email with summary
  4. •Sends WhatsApp notification
  5. •Updates communication log
  6. •Confirms completion