crm-autopilot

Keeps the CRM current without the owner ever opening it. Creates and updates contacts and deals from email, calendar, and call transcripts; logs activity automatically; drafts follow-ups on deals that have gone quiet; and maintains a next-step queue so nothing sits unowned. Runs on demand or on a schedule, includes a hygiene sweep for duplicates and stale records, and builds a lightweight CRM in a spreadsheet for owners who don't have one. Use this whenever CRM data or pipeline hygiene comes up — including phrasings like "update my CRM," "log this call," "clean up HubSpot," "clean up Salesforce," "add this to the deal," "turn my meeting into a deal note," "which deals have gone quiet," "I hate data entry," or "my pipeline is out of date." Reach for it when the owner describes a call or meeting worth recording, even without naming the CRM.

Agent Skill from anthropics/knowledge-work-plugins

Copilot Studio

Passes documented load rules

No documented load rule failed.

Microsoft 365 Copilot Preview, Frontier tenants only

Passes documented load rules

No documented load rule failed.

An agent can have at most 8 skills. Custom skills aren't available in tenants that use Microsoft Purview Information Barriers.

Agent Skills spec notes

Warning: No experimental allowed-tools field (SPEC-ALLOWED-TOOLS)
uses allowed-tools
rule · Agent Skills specification

Compatible isn't the same as safe. These verdicts only say whether a skill's files follow Microsoft's documented load rules. The checker reads files and never runs them, and it doesn't review what a skill or its scripts actually do. Read a skill's instructions and scripts before you add it to an agent.

Standards signals

Meets the agentskills.io required fields.

Frontmatter	Present and parsed Spec: frontmatter
name	Meets the spec (1-64 chars, a-z 0-9 hyphens) Spec: name
description	Present, 1-1,024 characters Spec: description
compatibility	Absent or under 500 characters Spec: compatibility
Name matches folder	Yes (`crm-autopilot`) Spec: name
allowed-tools	Used Note: experimental in the spec; support varies by agent. Spec: allowed-tools

Observed from the public SKILL.md at the commit above on 2026-10-23. Not a certification: AAIF and the Agent Skills project don't certify skills. Validate your own skill with skills-ref validate.

Source repo	anthropics/knowledge-work-plugins
Path	small-business/skills/crm-autopilot/SKILL.md
Commit checked	`33d3dea41a34`
Repo license	Apache-2.0
Files	10
Scripts	None
Instructions	14,162 characters
Deepest folder	2 below the skill folder
Rules version	2026-10-22

Re-check the latest version How skill checks work

Is this wrong or out of date? Email us. Skills data built 2026-10-23; rules as of 2026-10-22.

Rule-based checks of public files against Microsoft's documented load rules, not tested in Copilot Studio or Microsoft 365 Copilot. Independent project, not affiliated with Microsoft.