AHC-Automator:制造与 CRM 自动化 - Openclaw 技能
作者:互联网
2026-04-15
什么是 AHC-Automator:Alan Harper Composites 工作流自动化?
AHC-Automator 是一个专为 Alan Harper Composites 的特定运营需求定制的全方位自动化框架。通过利用 Openclaw 技能,该工具在入站沟通与项目执行之间建立了一座统一的桥梁。它监控高级利益相关者的电子邮件,自动触发 ClickUp 中的任务创建和 Pipedrive 中的交易管理,确保从潜在客户到交付的无缝衔接。
此技能旨在消除数据输入和项目设置的手动开销。它通过自动化客户入驻和项目完成序列,为制造项目管理提供了一种标准化的方法,使技术团队能够专注于生产而非行政事务。通过 Openclaw 技能的力量,AHC-Automator 在所有业务流程中保持高度的一致性。
下载入口:https://github.com/openclaw/skills/tree/main/skills/jamesbot-agnt/ahc-automator
安装与下载
1. ClawHub CLI
从源直接安装技能的最快方式。
npx clawhub@latest install ahc-automator
2. 手动安装
将技能文件夹复制到以下位置之一
全局模式~/.openclaw/skills/
工作区
/skills/
优先级:工作区 > 本地 > 内置
3. 提示词安装
将此提示词复制到 OpenClaw 即可自动安装。
请帮我使用 Clawhub 安装 ahc-automator。如果尚未安装 Clawhub,请先安装(npm i -g clawhub)。
AHC-Automator:Alan Harper Composites 工作流自动化 应用场景
- 自动将来自 Ian 或 Ronaldo 的电子邮件转换为可执行的 ClickUp 任务和 Pipedrive 交易。
- 使用针对航空航天或定制工程预定义的项目结构,使客户入驻流程标准化。
- 执行端到端的项目关闭序列,包括交付报告和发票触发。
- 通过 WhatsApp 集成向利益相关者发送实时项目更新和通知。
- 无需人工干预即可管理复杂的制造项目文件夹和物料计划任务。
- 系统使用 cron 任务监控指定的电子邮件账户,并解析特定关键词(如 "nova tarefa" 或 "criar deal")的内容。
- 提取的数据通过关键词检测引擎进行处理,以识别意图是 ClickUp 任务管理还是 Pipedrive CRM 更新。
- 工具与 ClickUp API 交互,根据制造模板生成结构化的项目文件夹和任务。
- 同时,它更新 Pipedrive 交易和联系人,确保销售和生产管线完美同步。
- 在触发完成时,该技能生成交付文档,并通过电子邮件和 WhatsApp 触发沟通工作流。
AHC-Automator:Alan Harper Composites 工作流自动化 配置指南
要开始使用这些 Openclaw 技能,请确保您已准备好 API 凭据并遵循以下步骤:
# 克隆仓库并进入目录
# 在环境中配置您的 API 令牌
export PIPEDRIVE_API_TOKEN="your_token_here"
# 使用您的 ClickUp 团队 ID 更新 configs/ahc_config.json(默认值:90132745943)
# 运行健康检查以验证所有集成
python scripts/health_check.py
# 执行电子邮件监控链
python scripts/email_to_clickup_pipedrive.py
AHC-Automator:Alan Harper Composites 工作流自动化 数据架构与分类体系
AHC-Automator 通过结构化的配置和日志系统组织其操作:
| 组件 | 描述 |
|---|---|
| 配置 | configs/ahc_config.json 存储团队 ID、模板映射和监控关键词。 |
| 日志 | 位于 ~/.openclaw/workspace/logs/ahc-automator/,跟踪电子邮件、ClickUp 和 Pipedrive 操作。 |
| 模板 | 针对标准、航空航天、定制和维修制造类型的专门任务列表。 |
| 报告 | 自动生成交付、交接和内部审核文档的 PDF。 |
name: ahc-automator
description: Custom automation workflows for Alan Harper Composites. Automates email → ClickUp → Pipedrive chains, client onboarding, and project completion sequences. Use for AHC-specific workflows, client management automation, and composites manufacturing business processes. Trigger on "AHC workflow", "automate AHC", "client onboarding", "project completion", "email automation AHC".
compatibility: Requires ClickUp API, Pipedrive API, WhatsApp integration, and email monitoring
metadata:
author: Andre Antunes
version: "1.0"
company: Alan Harper Composites
created: "2026-02-08"
AHC-Automator: Alan Harper Composites Workflow Automation
Custom automation suite specifically designed for Alan Harper Composites manufacturing workflows, integrating ClickUp project management, Pipedrive CRM, and client communication systems.
Overview
The AHC-Automator skill provides three core automation workflows:
- Email → ClickUp → Pipedrive Chain: Automated workflow from email monitoring to task creation and deal management
- Client Onboarding Workflow: Structured onboarding process with templates and automated setups
- Project Completion Sequence: End-to-end project closure with reporting and invoicing triggers
Quick Start
Prerequisites
- ClickUp Team ID:
90132745943 - Pipedrive API access configured
- WhatsApp integration for notifications
- Email monitoring active (Ian/Ronaldo)
Run Workflows
# Email → ClickUp → Pipedrive Chain
python scripts/email_to_clickup_pipedrive.py
# Client Onboarding
python scripts/client_onboarding.py --client "Cliente Novo" --email "cliente@empresa.com"
# Project Completion
python scripts/project_completion.py --project-id 123456
Workflow 1: Email → ClickUp → Pipedrive Chain
Monitors specific emails from Ian/Ronaldo and automatically creates tasks in ClickUp and deals in Pipedrive.
How It Works
?? Email received from Ian/Ronaldo
↓
?? Parse email content for keywords
↓
? Create ClickUp task with structured data
↓
?? Create/update Pipedrive deal
↓
?? Send WhatsApp notification
Keywords Monitored
ClickUp Keywords:
- "adicionar tarefa", "atualizar ClickUp", "nova tarefa"
- "lista de convidados", "clickup"
Pipedrive Keywords:
- "criar deal", "add deal", "nova oportunidade"
- "pipedrive", "adicionar contato", "create lead"
- "update pipeline", "add person", "nova atividade"
Configuration
Email monitoring is handled by existing cron jobs:
- Ian:
ian@alanharpercomposites.com.br(Every 5 minutes) - Ronaldo:
ronaldoaibot@gmail.com(Every 5 minutes)
Custom Implementation
# Example usage in scripts/email_to_clickup_pipedrive.py
from ahc_automator import EmailProcessor, ClickUpClient, PipedriveClient
processor = EmailProcessor()
email_data = processor.parse_latest_emails(['ian@alanharpercomposites.com.br'])
for email in email_data:
if processor.contains_keywords(email, 'clickup'):
clickup = ClickUpClient()
task_result = clickup.create_task_from_email(email)
if processor.contains_keywords(email, 'pipedrive'):
pipedrive = PipedriveClient()
deal_result = pipedrive.create_deal_from_email(email)
Workflow 2: Client Onboarding Workflow
Automated client onboarding process that creates structured projects, folders, and templates.
How It Works
?? New client identified
↓
?? Create ClickUp project with structured folders
↓
?? Generate template tasks based on client type
↓
?? Send welcome email sequence
↓
?? Schedule follow-up activities
Project Structure Created
?? [CLIENT_NAME] - Composite Manufacturing Project
├── ?? 01 - Design & Engineering
│ ├── Task: Initial requirements gathering
│ ├── Task: Technical specifications review
│ └── Task: Design approval
├── ?? 02 - Material Planning
│ ├── Task: Material cost estimation
│ ├── Task: Supplier quotes
│ └── Task: Material ordering
├── ?? 03 - Manufacturing
│ ├── Task: Production planning
│ ├── Task: Quality control setup
│ └── Task: Manufacturing execution
├── ?? 04 - Quality & Testing
│ ├── Task: Quality testing protocols
│ ├── Task: Final inspection
│ └── Task: Test results documentation
└── ?? 05 - Delivery & Closure
├── Task: Delivery coordination
├── Task: Client handover
└── Task: Project closure documentation
Templates Available
- Standard Composite Project: Basic composite manufacturing
- Aerospace Grade: High-precision aerospace components
- Custom Engineering: Bespoke design and manufacturing
- Repair & Maintenance: Component repair workflows
Usage
# Standard onboarding
python scripts/client_onboarding.py r
--client "Aerospace Corp" r
--email "contact@aerospace.com" r
--template "aerospace" r
--value "50000" r
--currency "EUR"
# Quick onboarding
python scripts/client_onboarding.py --quick --client "Quick Client"
Workflow 3: Project Completion Sequence
Automated project closure workflow with reporting, invoicing, and client satisfaction tracking.
How It Works
? Task marked complete in ClickUp
↓
?? Generate project delivery report
↓
?? Trigger invoice generation
↓
?? Send client satisfaction survey
↓
?? Update stakeholders via WhatsApp
Completion Triggers
- All tasks in project marked as complete
- Manual trigger via completion script
- ClickUp automation webhook (if configured)
Generated Reports
-
Project Delivery Report
- Timeline overview
- Quality metrics
- Material usage
- Cost analysis
-
Client Handover Document
- Deliverable specifications
- Maintenance guidelines
- Warranty information
- Contact details for support
-
Internal Project Review
- Lessons learned
- Process improvements
- Resource utilization
- Client feedback summary
Invoice Integration
Connects with existing accounting system to:
- Generate final invoice
- Update payment status
- Schedule payment reminders
- Track payment completion
Scripts Directory
Core Scripts
-
scripts/email_to_clickup_pipedrive.py- Email monitoring and parsing
- ClickUp task creation
- Pipedrive deal management
-
scripts/client_onboarding.py- New client project setup
- Template application
- Welcome email automation
-
scripts/project_completion.py- Completion sequence trigger
- Report generation
- Invoice processing
-
scripts/whatsapp_notifier.py- WhatsApp notification sender
- Message formatting
- Group notifications
Utility Scripts
-
scripts/ahc_utils.py- Common utilities and helpers
- API clients and wrappers
- Configuration management
-
scripts/email_parser.py- Email content analysis
- Keyword extraction
- Structured data parsing
-
scripts/report_generator.py- Project report creation
- Template rendering
- PDF generation
Configuration Files
configs/ahc_config.json
{
"clickup": {
"team_id": "90132745943",
"default_space": "AHC Projects",
"templates": {
"standard": "901322408351",
"aerospace": "901322408352",
"custom": "901322408353"
}
},
"pipedrive": {
"api_token": "env:PIPEDRIVE_API_TOKEN",
"default_pipeline": "AHC Manufacturing",
"default_stage": "New Opportunity"
},
"email": {
"monitor_accounts": [
"ian@alanharpercomposites.com.br",
"ronaldoaibot@gmail.com"
],
"keywords": {
"clickup": ["adicionar tarefa", "nova tarefa", "clickup", "lista de convidados"],
"pipedrive": ["criar deal", "nova oportunidade", "pipedrive", "add person"]
}
},
"whatsapp": {
"notification_groups": ["AHC Team", "Management"],
"individual_contacts": ["Ian", "Ronaldo", "Alan"]
}
}
configs/email_templates.json
Client communication templates for different stages of the workflow.
Integration Points
ClickUp Integration
- Uses existing ClickUp team:
90132745943 - Connects to Aniversário Alan project:
901322408351 - Leverages existing task template structure
Pipedrive Integration
- Uses direct API integration via
pipedrive_client.py - Creates deals, persons, and activities
- Maintains sync between ClickUp projects and Pipedrive deals
Email Monitoring
- Leverages existing cron jobs for Ian and Ronaldo
- Extends current keyword detection
- Processes Apple Mail via osascript integration
WhatsApp Integration
- Notification system for workflow status
- Group and individual messaging
- Customizable message templates
Monitoring and Maintenance
Workflow Logs
All workflows log to /Users/andreantunes/.openclaw/workspace/logs/ahc-automator/:
email_processing.log: Email monitoring and parsingclickup_operations.log: ClickUp API interactionspipedrive_operations.log: Pipedrive CRM operationsnotifications.log: WhatsApp and email notifications
Health Checks
# Check all workflow health
python scripts/health_check.py
# Specific workflow check
python scripts/health_check.py --workflow email_to_clickup
Error Recovery
Automated error recovery for common issues:
- API rate limiting: Automatic retry with exponential backoff
- Network failures: Queue operations for retry
- Invalid data: Log errors and notify admin
- Permission issues: Alert for manual intervention
Troubleshooting
Common Issues
-
Email not processing
- Check cron job status:
crontab -l - Verify email account access
- Review keyword matching in logs
- Check cron job status:
-
ClickUp task creation fails
- Verify Team ID and space permissions
- Check API token validity
- Review rate limiting in logs
-
Pipedrive sync issues
- Verify API token in environment
- Check deal/person creation permissions
- Review API response codes in logs
-
WhatsApp notifications not sent
- Check WhatsApp integration status
- Verify contact/group IDs
- Review notification queue
Debug Mode
Enable debug logging:
export AHC_DEBUG=true
python scripts/email_to_clickup_pipedrive.py --debug
Support
For AHC-specific automation issues:
- Check logs in
/Users/andreantunes/.openclaw/workspace/logs/ahc-automator/ - Run health check script
- Contact system administrator with log details
ROI and Metrics
Time Savings Calculation
Email → ClickUp → Pipedrive Chain:
- Manual process: 15 minutes per email
- Automated process: 30 seconds
- Average: 20 emails per week
- Weekly savings: 4.8 hours
Client Onboarding:
- Manual setup: 2 hours per client
- Automated setup: 10 minutes
- Average: 2 new clients per month
- Monthly savings: 3.7 hours
Project Completion:
- Manual closure: 1.5 hours per project
- Automated closure: 15 minutes
- Average: 4 projects per month
- Monthly savings: 5 hours
Total Monthly ROI
- Time saved: 24+ hours per month
- Value: $1,200+ per month (at $50/hour)
- Setup cost: 8 hours initial setup
- Payback period: 2 weeks
Future Enhancements
Planned Features
-
AI-Powered Email Classification
- Smart categorization of client emails
- Automatic priority assignment
- Intelligent task description generation
-
Advanced Reporting Dashboard
- Real-time workflow metrics
- Client satisfaction tracking
- Resource utilization analysis
-
Mobile Notifications
- Push notifications for critical tasks
- Mobile approval workflows
- Emergency escalation paths
-
Integration Expansions
- Accounting software integration
- Inventory management sync
- Quality control system integration
Technical Improvements
-
Enhanced Error Handling
- Intelligent retry mechanisms
- Automatic failover systems
- Predictive maintenance alerts
-
Performance Optimization
- Batch processing capabilities
- Caching layers for API calls
- Asynchronous processing
-
Security Enhancements
- OAuth 2.0 implementation
- Encrypted configuration storage
- Audit trail logging
This skill provides the foundation for scalable automation at Alan Harper Composites, reducing manual work while improving consistency and client satisfaction.
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