ICS CRM Reminder — Mini-CRM im Kalender#

Generates professional ICS calendar files with complete CRM information for B2B customer outreach. Double-click to import into Apple Calendar, Google Calendar, or Outlook.

When to use this skill#

Use this skill whenever a user needs to create a calendar reminder for a customer call, follow-up, or sales meeting. The user provides customer data, and the skill generates a clean ICS file with all CRM details structured in the event description.

Workflow#

1. Collect data from the user#

Ask the user for the following fields. Not all fields are required — the skill is flexible. Required fields are marked with ⚡.

FieldExampleRequired⚡ CompanySiemens AGYes⚡ Date2026-04-15Yes⚡ Time10:00YesContact personDr. MüllerNoPhone+49 234 123456NoEmailmueller@siemens.comNoTopic / ReasonWebAR configurator follow-upNoPriorityhigh / medium / lowNo (Default: medium)Last interaction2026-03-10 — Demo presentedNoDeal phaseProposal / Negotiation / Closing / NurtureNoBudget25,000 €NoNext stepFollow up on proposalNoNotesDecision maker on vacation until Apr 12NoDuration (minutes)30No (Default: 30)Alarm (minutes before)15No (Default: 15)

If the user provides data as freeform text, extract fields intelligently. Only ask when Company, Date, or Time are missing.

2. Generate ICS file#

Run the script scripts/generate_ics.py with the collected data:

bash

python3 <skill-path>/scripts/generate_ics.py \
  --firma "Siemens AG" \
  --datum "2026-04-15" \
  --uhrzeit "10:00" \
  --ansprechpartner "Dr. Müller" \
  --telefon "+49 234 123456" \
  --email "mueller@siemens.com" \
  --thema "WebAR-Konfigurator Folgegespräch" \
  --prioritaet "hoch" \
  --letzte-interaktion "2026-03-10 — Demo gezeigt" \
  --deal-phase "Angebot" \
  --budget "25.000 €" \
  --naechster-schritt "Angebot nachfassen" \
  --notizen "Entscheider im Urlaub bis 12.04." \
  --dauer 30 \
  --alarm 15 \
  --output "<output-path>"

3. Filename convention#

text

YYYY-MM-DD_Company_Reminder.ics

Example: 2026-04-15_Siemens-AG_Reminder.ics

Special characters and spaces in company names are replaced with hyphens.

4. CRM description format inside ICS#

The DESCRIPTION field is a structured mini-CRM entry:

text

═══ viSales CRM Reminder ═══

📋 KUNDE
Firma: Siemens AG
Ansprechpartner: Dr. Müller
Tel: +49 234 123456
Mail: mueller@siemens.com

🎯 ANLASS
Thema: WebAR-Konfigurator Folgegespräch
Priorität: ⚡ HOCH

📊 DEAL STATUS
Phase: Angebot
Budget: 25.000 €
Letzte Interaktion: 2026-03-10 — Demo gezeigt

➡️ NÄCHSTER SCHRITT
Angebot nachfassen

📝 NOTIZEN
Entscheider im Urlaub bis 12.04.

───
Generated by viSales CRM Reminder

5. Output#

After generating:

1. Save the ICS file to the user's workspace
2. Provide a link to the file
3. Show a brief summary: Company, Date, Topic

Keep the output concise — the user wants the file, not an essay.

Multiple reminders at once#

If the user names multiple customers, create a separate ICS file for each. Show a compact overview of all created files at the end.

Edge cases#

• If no year is given, use the current year (or next year if the date is in the past)
• Natural language like "tomorrow", "next Tuesday", "in 3 days" — calculate the correct date
• Normalize times like "10 Uhr", "10:00", "10h" to HH:MM
• If the user says something vague like "call Siemens about the configurator, sometime mid-April" — suggest a concrete date and ask for confirmation