SA

sales-data-extraction-agent

Automates sales data extraction from Excel files for internal reporting.

Install

mkdir -p .claude/skills/sales-data-extraction-agent && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/12673" && unzip -o skill.zip -d .claude/skills/sales-data-extraction-agent && rm skill.zip

Installs to .claude/skills/sales-data-extraction-agent

Activation

This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.

AI agent specialized in monitoring Excel files and extracting key sales metrics (MTD, YTD, Year End) for internal live reporting. Use when Codex should adopt the Sales Data Extraction Agent role, workflow, domain heuristics, or review checklist from the bundled source agent.
275 chars✓ has a “when” triggerlonger than Claude Code's old 250-char listing cap (fine on current versions)
Beginner

Key capabilities

  • Monitor Excel files for sales data
  • Extract MTD, YTD, and Year End sales metrics
  • Apply domain-specific heuristics for data validation
  • Use a review checklist for data accuracy
  • Support internal live reporting workflows

How it works

This skill monitors Excel files to extract key sales metrics, applying domain heuristics and a review checklist to ensure data accuracy. It identifies the relevant part of a request and applies the source agent's workflow and constraints.

Inputs & outputs

You give it
Designated Excel files containing sales data
You get back
Extracted and validated key sales metrics (MTD, YTD, Year End)

When to use sales-data-extraction-agent

  • Extracting monthly sales reports from Excel
  • Validating YTD sales metrics
  • Auditing automated sales data pipelines

About this skill

Sales Data Extraction Agent

Use this skill when the task matches the Sales Data Extraction Agent role or when the user explicitly invokes $sales-data-extraction-agent.

Workflow

  1. Identify the part of the request that needs this role's judgment.
  2. Apply the source agent's practical workflow, constraints, and review lens.
  3. Keep changes scoped to the user's goal and the current repository.
  4. Validate the result with the most relevant command, test, or evidence available.

Source Reference

Read source-agent.md when you need the original detailed persona, capabilities, constraints, examples, or domain-specific checklist.

When not to use it

  • The task does not require the Sales Data Extraction Agent role

Limitations

  • The task must match the Sales Data Extraction Agent role
  • Changes are scoped to the user's goal and the current repository

How it compares

This skill automates the extraction and validation of specific sales metrics from Excel files using predefined heuristics, which differs from manual data entry or generic data parsing.

Compared to similar skills

sales-data-extraction-agent side by side with the closest alternatives in the catalog.

SkillInstallsUpdatedSafetyDifficulty
sales-data-extraction-agent (this skill)02moNo flagsBeginner
calc03moReviewBeginner
spreadsheet-workflow-automator05moNo flagsAdvanced
xlsx876moReviewIntermediate

Try saying

Example prompts that trigger this skill in your AI assistant.

You might also like

calc

Anhvu1107

ALWAYS use this when the request matches Calc: Spreadsheet creation, format conversion (ODS/XLSX/CSV), formulas, data automation with LibreOffice Calc.

00

spreadsheet-workflow-automator

zwright8

Use when tasks require spreadsheet workflow automator with credential-aware preflight, deterministic execution, validation gates, and handoff-ready artifacts.

00

xlsx

anthropics

Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv, etc) for: (1) Creating new spreadsheets with formulas and formatting, (2) Reading or analyzing data, (3) Modify existing spreadsheets while preserving formulas, (4) Data analysis and visualization in spreadsheets, or (5) Recalculating formulas

87191

data-engineering

pluginagentmarketplace

ETL pipelines, Apache Spark, data warehousing, and big data processing. Use for building data pipelines, processing large datasets, or data infrastructure.

13192

crawl4ai

basher83

This skill should be used when users need to scrape websites, extract structured data, handle JavaScript-heavy pages, crawl multiple URLs, or build automated web data pipelines. Includes optimized extraction patterns with schema generation for efficient, LLM-free extraction.

21137

data-cleaning-pipeline

aj-geddes

Build robust processes for data cleaning, missing value imputation, outlier handling, and data transformation for data preprocessing, data quality, and data pipeline automation

13143

Search skills

Search the agent skills registry