Two-stage intelligent filtering and scoring of CRM contacts using keywords and AI, adapting over time to prioritize leads that matter most to you.
# ๐พ CRM Intelligence โ Smart Contact Filtering > by Odin's Eye Enterprises โ Ancient Wisdom. Modern Intelligence. 2-stage Berman-style filtering and contact scoring for your personal CRM. Learns what matters to you. ## What It Does 1. **Stage 1** โ Quick keyword/pattern filter (fast, cheap) 2. **Stage 2** โ AI-powered relevance scoring (deeper analysis) 3. **Learns** from your feedback to improve over time ## Trigger Phrases - "filter my contacts" - "score this lead" - "who should I reach out to" - "CRM filter" - "prioritize contacts" ## Usage ```bash # Filter contacts from a CSV/JSON python crm_filter.py filter contacts.json # Score a specific contact python crm_filter.py score "John Doe" --context "met at conference" # Show learning stats python crm_filter.py stats ``` ## Files - `crm_filter.py` โ main filtering engine - `learning.json` โ learned preferences (auto-updated) ## Requirements - Python 3.10+ - `ANTHROPIC_API_KEY` environment variable (for Stage 2 AI scoring) ## For Agents Run from the skill directory. Filter results come as JSON on stdout. ```bash python crm_filter.py filter contacts.json --top 10 ``` <!-- ๐พ Huginn watches, Muninn remembers -->
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