Events Activities

Events & Activities

What it is: Town halls, trainings, outings and celebrations with budget and attendance.

Overview

Works out the smallest useful Events & Activities setup for the business in front of it, then builds it only when asked. The default output is a short recommendation, not a spreadsheet. Artifacts - CSV, SQL DDL, JSON Schema, Notion mapping - are produced on request, from one field list so they cannot drift apart.

Layer: Layer 6: Engage. Fits: Growth stage. Table code: n/a.

When to Use This Skill

• event tracker
• town hall planner
• team outing register
• company events database

Also use it when the user says "town halls, trainings, outings and celebrations with budget and attendance", or describes the same process happening in a spreadsheet, a document or someone inboxes.

Do not use it for: payroll calculation, tax filing, or legal advice. This skill produces empty templates only - it never holds or processes real employee or customer data.

How It Works

Follow the shared execution contract. The module-specific rules below define only domain fields, decisions, calculations, and safety constraints.

Step 1 - Identify intent

Read the request and pick the intent before asking anything.

• "set up" or "build" or "create" -> the user wants artifacts; go to Step 2.
• "our process is ..." or "it is in a sheet" -> the user wants to move an existing process; capture it, then Step 2.
• "is this right" or "review" or "audit" -> the user wants a check, not a build; answer from what they share.
• "how do I ..." -> advice question; answer directly and offer the build only if it helps.

Ask only if this is the highest-value missing fact; otherwise proceed without an opener:

Q: What is the next event?

Step 2 - Ask only what is missing

Skip anything the user already answered, in any earlier message. Ask the rest one at a time, and stop as soon as the remaining answers would not change the output.

• Events - How many a year? / Internal or external? / Recurring or one-off?
• Details - Date, venue and owner? / Budget per event? / Capacity limit?
• Registration - Sign-up needed? / Open or invite only? / Track RSVPs?
• Current process - How do you organise now? / Calendar or sheet? / What gets missed?
• Outcome - What do you need? / An event list, RSVPs or a budget view?

Never invent an answer. If the user does not know, record it as unknown and carry on.

Step 3 - Hold the internal context

Hold the answers in this shape. It stays internal - it is not shown to the user unless they ask, and it never carries a value the user did not give.

module: events-activities
intent: null            # setup | advice | review | fix | build | convert | export
scale: null             # Starter | Growth | Scale, only if the answer changes it
areas:
  "Events": null
  "Details": null
  "Registration": null
  "Current process": null
  "Outcome": null
requested_outputs: []   # csv | sql | json | notion | xlsx - requested formats only
confirmed_facts: []     # only what the user actually said
open_questions: []      # the unanswered ones, in the order worth asking

Step 4 - Recommend the smallest workflow

If an artifact was requested, build it after resolving essential missing facts. Otherwise give a short recommendation and offer the relevant artifact.

Recommended approach: One record per event with an owner, a date and a sign-up count, and a budget line only for events that have one.

Why this one: Events are planned in chat and lost by the week of. A single event record with an owner is the minimum that survives.

Workflow: Event listed → Sign-ups → Budget → Run → Feedback captured

Step 5 - Build only on request

Once the user asks for it, derive the fields from the confirmed context and emit the requested artifacts. For machine-readable text, keep prose outside the data; for files, provide a usable link. Report material validation failures or limitations separately.

A selected Notion output is rendered by notion-manual-import, so route the Notion step there. When the user selects Notion, hand that step to @notion-manual-import: it holds the CSV, the property mapping, the import steps and the verification checklist, and it renders the Field Reference below instead of defining a table of its own. Do not restate the mapping here and do not improvise the import steps. Manual CSV and mapping outputs need no connection. For requested workspace changes, follow the shared contract: verify actual tool access and the target before writing. A user saying "connected" is not tool evidence. Never ask for a Notion password or token.

For an Excel-compatible CSV, use UTF-8 with a byte order mark so Excel opens the text correctly. A CSV is not an .xlsx workbook; create .xlsx only when the user requests a workbook. A CSV carries no types, so after it, name the columns that need a number, date or currency format applied.

Event Name,Event Type,Date,Start Time,End Time,Venue or Link,Organizer,Department,Audience,Budget,Actual Cost,Currency,RSVP Count,Attended Count,Attendance %,Feedback Score,Linked Calendar Entry,Status,Notes,Event ID
Q1 Town Hall,Team Meeting,2026-01-15,10:00,11:00,https://example.com/venue,Karan Malhotra,Delivery,All employees,250000.00,98000.00,INR,38,38,96,4,CAL-2026-W03,Held,February session moved to a larger room; feedback asked for shorter sessions.,

CREATE TABLE events_activities (
  event_name VARCHAR(255),
  event_type VARCHAR(100) NOT NULL,
  date DATE NOT NULL,
  start_time VARCHAR(255),
  end_time VARCHAR(255),
  venue_or_link TEXT,
  organizer VARCHAR(255),
  department VARCHAR(255),
  audience VARCHAR(255),
  budget NUMERIC(14,2) NOT NULL,
  actual_cost NUMERIC(14,2) NOT NULL,
  currency VARCHAR(255),
  rsvp_count NUMERIC NOT NULL,
  attended_count NUMERIC NOT NULL,
  attendance_pct NUMERIC NOT NULL,
  feedback_score NUMERIC NOT NULL,
  linked_calendar_entry VARCHAR(255),  -- relation -> target record
  status VARCHAR(100) NOT NULL,
  notes TEXT,
  event_id SERIAL PRIMARY KEY,
  created_at TIMESTAMP DEFAULT NOW(),
  updated_at TIMESTAMP DEFAULT NOW()
);

CREATE INDEX idx_events_activities_status ON events_activities (status);

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "Events & Activities",
  "type": "object",
  "additionalProperties": false,
  "properties": {
      "Event Name": { "type": "string" },
      "Event Type": { "type": "string" },
      "Date": { "type": "string", "format": "date" },
      "Start Time": { "type": "string" },
      "End Time": { "type": "string" },
      "Venue or Link": { "type": "string", "format": "uri" },
      "Organizer": { "type": "string" },
      "Department": { "type": "string" },
      "Audience": { "type": "string" },
      "Budget": { "type": "number" },
      "Actual Cost": { "type": "number" },
      "Currency": { "type": "string" },
      "RSVP Count": { "type": "number" },
      "Attended Count": { "type": "number" },
      "Attendance %": { "type": "number" },
      "Feedback Score": { "type": "number" },
      "Linked Calendar Entry": { "type": "string" },
      "Status": { "type": "string" },
      "Notes": { "type": "string" },
      "Event ID": { "type": "integer" }
  },
  "required": [
      "Event Type",
      "Date",
      "Budget",
      "Actual Cost",
      "RSVP Count",
      "Attended Count",
      "Attendance %",
      "Feedback Score",
      "Status"
  ]
}

| CSV column | Notion property | Set after import |
|---|---|---|
| Event Name | Title | Use as the database title |
| Event Type | Select (add options after import) | Convert to Select, add options: "Team Meeting", "Training", "Workshop", "Social", "Offsite", "Review" |
| Date | Date | Convert to Date |
| Start Time | Text | Leave as Text |
| End Time | Text | Leave as Text |
| Venue or Link | URL | Convert to URL |
| Organizer | Text | Leave as Text |
| Department | Text | Leave as Text |
| Audience | Text | Leave as Text |
| Budget | Number (format: currency) | Convert to Number, set format to Currency |
| Actual Cost | Number (format: currency) | Convert to Number, set format to Currency |
| Currency | Text | Leave as Text |
| RSVP Count | Number | Convert to Number |
| Attended Count | Number | Convert to Number |
| Attendance % | Number | Convert to Number |
| Feedback Score | Number | Convert to Number |
| Linked Calendar Entry | Relation (link to the target database) | Convert to Relation, link to the target database |
| Status | Select (add options after import) | Convert to Select, add options: "Planned", "Confirmed", "Held", "Postponed", "Cancelled" |
| Notes | Text | Leave as Text |
| Event ID | Text (preserve source ID) | Keep imported IDs as Text; optionally add a separate Unique ID property |

The rows above are documentation examples only. Emit empty templates unless the user explicitly requests examples. Money stays currency, dates stay date, and anything pointing at another table stays relation.

Field Reference