Client Matching
CommunityInstantly identify clients from emails.
Marketing & Sales#crm#contact lookup#notion integration#fuzzy matching#client matching#email resolution
Authorthecloudtips
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill solves the problem of manually identifying which client an email or meeting attendee belongs to, saving significant time and reducing errors in CRM management.
Core Features & Use Cases
- Progressive Matching Algorithm: Uses a 5-step process from exact email matches to fuzzy name matching with confidence scoring.
- CRM Integration: Seamlessly integrates with Notion CRM databases (Companies and Contacts) to resolve participants.
- Use Case: When a new email arrives, this skill automatically determines the associated client and contact, allowing for immediate context and faster response times.
Quick Start
Use the client matching skill to resolve the email address 'jane.doe@example.com' to a CRM contact.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: Client Matching Download link: https://github.com/thecloudtips/founder-os/archive/main.zip#client-matching Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 223,000+ vetted skills library on demand.