Deal Logger
Overview
Automatically scans your daily conversations, identifies deal-related contacts, and logs notes for pipeline tracking.
How It Works
- •Scans conversations from the last 24 hours across all channels
- •Identifies deal contacts by checking against your pipeline/CRM data
- •Summarizes the conversation using AI
- •Logs the note to your tracking system
Inputs
json
{
"action": "scan_and_log",
"timeframe": "24h",
"dealSource": "file|api|env",
"dealDataPath": "~/deals.json",
"logTarget": "file|crm|notion",
"logPath": "~/deal-logs/"
}
Configuration
The skill needs access to:
- •Your deal pipeline data (list of contacts/companies in deals)
- •A place to log the notes (file, CRM API, Notion, etc.)
Usage
Manual run
bash
openclaw agent --message "/deal-logger scan_and_log" --local
Automated (cron)
bash
openclaw cron add --schedule "0 9 * * *" --command "deal-logger scan_and_log"
Deal Data Format
Expected format in ~/deals.json:
json
{
"deals": [
{
"contact": "+1234567890",
"name": "John Doe",
"company": "Acme Corp",
"dealStage": "negotiation",
"value": "$50k"
}
]
}
Output Format
Logs are written as:
json
{
"date": "2026-02-03",
"contact": "+1234567890",
"name": "John Doe",
"company": "Acme Corp",
"conversationSummary": "Discussed pricing and delivery timeline. John confirmed budget approval.",
"nextSteps": "Send proposal by Friday",
"sentiment": "positive"
}