Activity Logging

Log calls, meetings, and notes into Buildr CRM against contacts, deals, or companies.

1|Updated May 17, 2026
One-click install
npx skills add https://github.com/Envision-Construction/Envision-Skill-Repo --skill activity-logging-envision-construction
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Activity Logging
Source: https://github.com/Envision-Construction/Envision-Skill-Repo/tree/main/plugins/construction/buildr/skills/activity-logging
Command: npx skills add https://github.com/Envision-Construction/Envision-Skill-Repo --skill activity-logging-envision-construction

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Recording business development activity in a CRM is easy to forget and easy to get wrong — notes land on the wrong entity, calls lack outcome tracking, and IDs must be resolved from names. This Skill standardizes how calls, meetings, and notes are written into Buildr so every touchpoint is linked to the correct contact, deal, or company. ## Core Features & Use Cases - Typed activity helpers: Uses activities.log_call, activities.log_meeting, and activities.add_note with the correct field shapes instead of generic record creation. - Entity resolution and confirmation: Resolves people, companies, and deals by name before writing, disambiguates multiple matches, and confirms the target with the user. - Full-record path: Falls back to the generic dispatcher (calls.create, meetings.create) when outcome tracking, duration metadata, or complete meeting details are required. - Use Case: After a 30-minute call with a buyer, tell the assistant to log it — it resolves the contact, confirms the details, writes the call with duration in minutes, and returns the activity ID. ## Quick Start Ask the assistant to log the call you just had with a named contact in Buildr, including the notes and duration.

Frequently Asked Questions about Activity Logging

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I log a call in Buildr CRM?▼

Use the activities.log_call action with a contact_id, plus optional notes and duration in minutes. Resolve the contact by name first with a contacts list read, confirm the match, then write the activity and capture the returned activity ID.

What is the difference between log_call and calls.create in Buildr?▼

activities.log_call is a typed quick-log helper needing only a contact_id, while the generic calls.create dispatcher requires call_outcome_id, company_id, contact_id, and recorded_at. Use the typed helper for fast logging and the dispatcher for complete records with outcome tracking.

How do I add a note to a deal or company in Buildr?▼

Use activities.add_note with entity_id, entity_type (deal, contact, or company), and the note text. This is the right action when the user asks to add a note rather than log a call or meeting.

Can I log a meeting that happened in the past in Buildr?▼

Yes, pass an explicit date in YYYY-MM-DD or ISO format to activities.log_meeting. If omitted, the date defaults to now, which misdates retroactive entries.

What happens if a contact name matches multiple records in Buildr?▼

The workflow lists the matching contacts and asks the user to disambiguate before writing. It never fabricates a contact_id; if no clean match exists, it offers to create the contact first via contacts.create.