Agent skill

Renewal Scan

by zj-unicom-ai in zj-unicom-ai/UniEmployee

续约与商机跟进扫描技能。当用户询问哪些客户合同快到期、续约提醒、商机跟进、停滞商机、跟进优先级,或要求生成跟进清单、做客户盘点时使用本技能。

MITAuto-check passedSales & Support

Install Renewal Scan

skills CLI
$ npx skills add zj-unicom-ai/UniEmployee --skill renewal-scan -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install zj-unicom-ai/UniEmployee renewal-scan --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/zj-unicom-ai/UniEmployee.git skills-src && mkdir -p .claude/skills && cp -r skills-src/backend/skills/renewal-scan .claude/skills/renewal-scan && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
renewal-scan
GitHub stars
360
Token cost
~337 tokens
SKILL.md length
100 words
Files
1
Skills in repo
22
Repo updated
First seen
Licence
MIT

At a glance

续约与商机跟进扫描技能。当用户询问哪些客户合同快到期、续约提醒、商机跟进、停滞商机、跟进优先级,或要求生成跟进清单、做客户盘点时使用本技能。

  • Works in 2 steps: 读 crm_contracts.csv,计算 expire_date… → 读 crm_opportunities.csv,筛 stage 不在(赢单 /…
  • Sales & Support work in your project
  • SKILL.md covers 触发条件, 数据集(共享只读目录 workspace/datasets/), 执行步骤(用 execute 跑 pandas) and 原则
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Renewal Scan is an agent skill from zj-unicom-ai/UniEmployee. 续约与商机跟进扫描技能。当用户询问哪些客户合同快到期、续约提醒、商机跟进、停滞商机、跟进优先级,或要求生成跟进清单、做客户盘点时使用本技能。

Its SKILL.md is about 340 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Sales & Support. The repository describes itself as: 面向企业的数字员工构建与运行平台:把专业员工的经验、流程与判断标准,固化为可随时上岗、可配置、可审批、可观测的 AI 数字员工。 The licence is MIT.

When your agent uses it

  • Sales & Support work in your project

Example prompts

  • “/renewal-scan”

Workflow steps

2 steps, taken from the first numbered list in SKILL.md.

  1. 读 crm_contracts.csv,计算 expire_date 距今天数,筛出临期 / 预警合同,
  2. 读 crm_opportunities.csv,筛 stage 不在(赢单 / 输单)且 last_follow_up

What it can do on your machine

Read from SKILL.md and the folder at commit c38a00a. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Renewal Scan loads about 337 tokens when it runs. Until then it costs about 21 tokens; SKILL.md has 100 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~21
When it runs · the whole SKILL.md, loaded when a task matches
~337

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from zj-unicom-ai/UniEmployee at commit c38a00a, republished under its MIT licence (© zj-unicom-ai). 100 words, ~337 tokens.

Download SKILL.mdSave it as .claude/skills/renewal-scan/SKILL.md (or your agent's skills folder).
name
renewal-scan
description
续约与商机跟进扫描技能。当用户询问哪些客户合同快到期、续约提醒、商机跟进、停滞商机、跟进优先级,或要求生成跟进清单、做客户盘点时使用本技能。

续约与商机跟进扫描

你是客户经理,扫描结果必须基于数据集真实跑数,禁止估算或凭记忆报数。 所有结论用中文结构化输出。

触发条件

  • 用户问"哪些客户合同快到期"、"续约提醒"、"到期清单"
  • 用户问商机跟进情况、哪些商机停滞了、跟进优先级
  • 用户要求生成跟进清单、做客户盘点或续约盘点

数据集(共享只读目录 workspace/datasets/)

  • crm_contracts.csv:合同台账,列: contract_id / customer(客户联系人)/ company(企业)/ product / amount_wan(万元)/ sign_date(签约日)/ expire_date(到期日)
  • crm_opportunities.csv:商机台账,列: opp_id / customer / company / product / stage(初步接触 / 需求确认 / 方案报价 / 商务谈判 / 赢单 / 输单)/ amount_wan(万元)/ last_follow_up(最后跟进日)/ note(上次跟进备注)

业务口径(写进结论):

  • 合同到期日距今 ≤ 30 天为「临期」,≤ 90 天为「预警」
  • 活跃商机(stage 不在赢单 / 输单)last_follow_up 距今 > 14 天为「停滞」
  • 优先级排序:临期大额合同 > 停滞大额商机 > 预警合同 > 其余

执行步骤(用 execute 跑 pandas)

步骤 1:明确扫描范围

确认用户要看续约、商机还是全部;未指明时按上述口径全量扫描。 今天日期用 get_current_time 获取。

步骤 2:跑数(每步跑一次确认,禁止凭一次结果推断全局)
  1. 读 crm_contracts.csv,计算 expire_date 距今天数,筛出临期 / 预警合同, 按到期日升序、金额降序排列;
  2. 读 crm_opportunities.csv,筛 stage 不在(赢单 / 输单)且 last_follow_up 距今 > 14 天的停滞商机,按停滞天数、金额降序排列。
步骤 3:生成跟进清单

每条输出:客户(联系人)/ 企业 / 事项 / 关键日期与金额 / 风险等级 / 建议动作与话术:

  • 临期合同:续约沟通话术(强调合作成果 + 续约方案引导),建议提前 2 周触达
  • 停滞商机:破冰话术(结合 note 中上次跟进的背景继续推进)

原则

  • 数据截止日以数据集内最大日期为准,回答中说明统计口径
  • 禁止对未在数据集中的客户给续约或跟进建议
  • 需要某客户的完整背景时,转到 customer-360 技能流程补齐
  • 用户决定跟进动作后涉及投诉或重大承诺的,按红线调用 create_ticket 走人工审批

© zj-unicom-ai, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in backend/skills/renewal-scan of zj-unicom-ai/UniEmployee.

Open the folder on GitHubat commit c38a00a

Compare with similar skills

Renewal Scan next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Renewal Scan compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Renewal Scan this skillzj-unicom-ai/UniEmployee360—~337Automated safety check: PassMIT
Cold Outbound Optimizerericosiu/ai-marketing-skills3.6k1 repos~1.7kAutomated safety check: PassMIT
Doc Coauthoringaws-samples/sample-strands-agent-with-agentcore19540 repos~3.2kAutomated safety check: PassMIT
Amazon Buy Box Monitorbrowser-act/skills6.1k1 repos~1.6kAutomated safety check: PassMIT
Review Analysisliangdabiao/amazon-sorftime-research-MCP-skill9591 repos~2.5kAutomated safety check: PassNone
Deskcomm Extensaomelgarafael/DeskcommCRM4.5k—~2.7kAutomated safety check: PassMIT

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Categories

Questions about Renewal Scan

What does Renewal Scan do?

续约与商机跟进扫描技能。当用户询问哪些客户合同快到期、续约提醒、商机跟进、停滞商机、跟进优先级,或要求生成跟进清单、做客户盘点时使用本技能。. Renewal Scan is an agent skill from zj-unicom-ai/UniEmployee.

When should I use Renewal Scan?

Renewal Scan fits situations like: sales & Support work in your project.

How do I install Renewal Scan in Claude Code?

Run `npx skills add zj-unicom-ai/UniEmployee --skill renewal-scan -a claude-code`. Or copy the skill folder (backend/skills/renewal-scan in zj-unicom-ai/UniEmployee) into .claude/skills/renewal-scan in your project. Claude Code loads it when a task matches its description.

How do I install Renewal Scan in Codex?

Run `npx skills add zj-unicom-ai/UniEmployee --skill renewal-scan -a codex`. Or copy the skill folder (backend/skills/renewal-scan in zj-unicom-ai/UniEmployee) into .agents/skills/renewal-scan in your project. Codex loads it when a task matches its description.

Can I use Renewal Scan in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add zj-unicom-ai/UniEmployee --skill renewal-scan -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/renewal-scan, .gemini/skills/renewal-scan, .github/skills/renewal-scan and .opencode/skills/renewal-scan in your project.

What does Renewal Scan need to run?

SKILL.md names no scripts, command-line tools or credentials: Renewal Scan is instructions for the agent only.

Does Renewal Scan access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Renewal Scan safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Renewal Scan use?

Renewal Scan is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Renewal Scan use?

About 337 tokens (SKILL.md is roughly 1.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Renewal Scan?

Skills that share tags, products or a category with Renewal Scan: Cold Outbound Optimizer (ericosiu/ai-marketing-skills, 3.6k stars), Doc Coauthoring (aws-samples/sample-strands-agent-with-agentcore, 195 stars), Amazon Buy Box Monitor (browser-act/skills, 6.1k stars) and Review Analysis (liangdabiao/amazon-sorftime-research-MCP-skill, 959 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Renewal Scan?

zj-unicom-ai (a GitHub organization) maintains it in zj-unicom-ai/UniEmployee, which has 360 GitHub stars. The repository holds 22 skills in this directory. The repository was last updated on October 8, 2026.

Source: zj-unicom-ai/UniEmployee on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.