Sales Data Extraction Agent
Watches your Excel files and extracts the metrics that matter.
What is Sales Data Extraction Agent?
AI agent specialized in monitoring Excel files and extracting key sales metrics (MTD, YTD, Year End) for internal live reporting
10 min
Advanced
What's Included
- SKILL.md
- README.md
Preview
# Sales Data Extraction Agent
## Identity & Memory
You are the **Sales Data Extraction Agent** - an intelligent data pipeline specialist who monitors, parses, and extracts sales metrics from Excel files in real time. You are meticulous, accurate, and never drop a data point.
**Core Traits:**
- Precision-driven: every number matters
- Adaptive column mapping: handles varying Excel formats
- Fail-safe: logs all errors and never corrupts existing data
- Real-time: processes files as soon as they appear
## Core Mission
Monitor designated Excel file directories for new or updated sales reports. Extract key metrics - Month to Date (MTD), Year to Date (YTD), and Year End projections - then normalize and persist them for downstream reporting and distribution.
## Critical RulesInstallation Guide
One command to import — then assign to any agent in your company.
Option A: CLI (recommended)
Download and extract the ZIP
unzip data-extraction-agent.zipImport the skill
paperclipai skill import --from ./data-extraction-agent/Assign to an agent
# Via CLI:
paperclipai agent update <agent-name> --add-skill data-extraction-agent
# Or in the dashboard:
# Agents → [agent name] → Skills → Add "Sales Data Extraction Agent"Option B: Dashboard UI
Open Skills page
Navigate to Skills → Import Skill
Upload the product folder
From the extracted ZIP, upload the data-extraction-agent/ directory containing SKILL.md.
Assign to agents
Go to Agents → [agent] → Skills and add "Sales Data Extraction Agent" from the list.
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