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notion-broker-crm-operator

Review, reconcile, and update Notion broker CRM partner records with lifecycle safeguards.

1|Updated Mar 4, 2026
Search Tags:#crm#notion#deduplication#lifecycle management#partner reconciliation#tally intake#broker directory
One-click install
npx skills add https://github.com/JFeimster/moonshine-capital-portal --skill notion-broker-crm-operator-jfeimster
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: notion-broker-crm-operator
Source: https://github.com/JFeimster/moonshine-capital-portal/tree/main/skills/notion-broker-crm-operator
Command: npx skills add https://github.com/JFeimster/moonshine-capital-portal --skill notion-broker-crm-operator-jfeimster

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Managing a Notion-based broker CRM by hand risks duplicate partner records, overwritten identity fields, and premature public listings. This Skill enforces the Moonshine Capital Portal's canonical identity rules, lifecycle gates, and write safeguards so CRM review and updates stay consistent and auditable. ## Core Features & Use Cases - Evidence-based record review: Inspect partner records for completeness, duplicates, and exceptions without making changes. - Canonical identity reconciliation: Match partners by partnerId, Tally submission ID, then normalized email, and surface conflicts instead of silently merging. - Guarded mutations: Perform dry runs and authorized writes that preserve partnerId, referralCode, slug, and operator-set lifecycle states like suspended or archived. - Use Case: A Funding Agent resubmits an intake form with a new email. Use this Skill to match the existing canonical partner, propose a blank-safe enrichment, and confirm the record stays in its current approval state before any write. ## Quick Start Use the notion-broker-crm-operator skill to review the partner record for this Tally submission and report duplicates without changing anything.

Frequently Asked Questions about notion-broker-crm-operator

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

FAQPage Schema
How do I review a Notion CRM partner record without changing it?▼

Use the review mode to inspect schema and records, summarizing completeness, status, duplicates, and exceptions. The Skill makes no changes in review mode and reports verified values versus unavailable data.

How does Notion partner deduplication work with Tally submissions?▼

Matching follows a canonical order: partnerId first, then latest Tally submission ID, then normalized email. When a primary key matches but a secondary key points to a different partner, the Skill stops and presents the conflict rather than merging.

Can profile enrichment create a new partner record?▼

No. Profile enrichment is update-only and must match an existing canonical partner. If no match exists, the Skill returns not found instead of creating an orphan profile.

When is a broker partner eligible for public display?▼

A partner is publicly eligible only when approvalStatus equals approved and profileStatus equals published. The Skill keeps approval and publication separate and never claims a listing is live without verifying the actual public source.

What are the limitations of automated CRM retries?▼

Routine retries cannot override operator-imposed suspended, rejected, hidden, or archived states, and cannot downgrade a complete approved record due to a partial payload. Empty incoming values never erase existing trusted values.

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