Sales Quote Expired-Term Carryover
Find where your prior quote and current proposal disagree.
Sales operations
US$11View skill
CRM Bulk Import Field Loss Check
See what changed in your source export and imported snapshot.
A downloadable skill for your AI agent.
Your result
Dropped or altered fields.
Source references, missing information, and questions to review stay with the findings.
How to use it
Add the skill to your AI
Open your download and follow the start guide. Use an AI agent that can load skill files and run the included tools.
Provide your records
Source export and imported snapshot. Confirm the case and period you want to check.
Ask for the report
Copy the request below into your agent. Add the files and any task details it needs.
Review and save
Check the findings against the original records. Choose where to save the report and follow up on open questions.
Example request
Use the CRM Bulk Import Field Loss Check skill. Review the attached records: source export and imported snapshot. Prepare this result: dropped or altered fields. Include a source reference for each finding. List missing information and questions that need my review. Ask me to confirm the scope and where to save the report before you start.
What it checks
It compares the earlier and later records. It separates added, removed, and changed items and keeps a reference to each source.
What you provide
Source export and imported snapshot.
Details it records
- Source value
- Imported value
- Omitted field
Read the full task logic
For this task, keep one review row for each CRM record field + migration. Record source value, imported value, and omitted field. Keep the source location beside each value.
Separate identity evidence, stage claims, customer commitments, approved discounts, and executed contracts. Preserve conflicts between records.
Do not merge contacts on names alone. Use sourced commercial rules and treat forecasting judgments as review items.
A change can be intentional. The engine does not determine approval, business impact, or which version should be used.
Example result
This synthetic example shows the included check in use. Your agent uses its findings to complete your task report.
What you provide
Synthetic example records
| Starting record | source value: source-A |
|---|---|
| Record to check | source value: source-B |
What comes back
A difference needs review
- The value for this item changed between the two versions.
This result comes from the checking tool in your download.
Read the source records
These are synthetic records from the bundled example.
- source-e1 · expected/e1
{"id": "e1", "key": "CRM record field + migration / SYNTHETIC-001", "value": {"source value": "source-A"}} - source-o1 · observed/o1
{"id": "o1", "key": "CRM record field + migration / SYNTHETIC-001", "value": {"source value": "source-B"}}
Checked values
- expected: source value: source-A; observed: source value: source-B
Run this example
After purchase, extract the ZIP. Run these commands from the skill folder. Use a new output folder.
python3 scripts/checks.py
python3 scripts/audit.py assets/example.json \
--files-root assets/sample-files --output-dir example-resultExpected exit code: 1. Code 0 means no helper finding. Code 1 means a finding or review item. Code 2 means incomplete or invalid input.
The check uses the records you supply. Review each finding against the original documents.
What is saved
Ask your agent to save the completed task report in a folder you choose. The report template includes the result, source references, missing information, and next actions.
- A readable check report
- The local checking tool can save its findings as report.md.
- A data copy
- The same check can be saved as report.json for use in other tools. A local audit database is optional.
Tonotes does not receive your work documents through this website. Documents you share with an AI service follow that service's storage settings.
Your download
US$11 includes one skill in a ZIP with 18 files. You receive the instructions and tools to run the task with your own records.
- A start guide to help you set up the skill.
- Task instructions that tell your AI what to check.
- Checking tools with worked examples.
- A report template with space for evidence and next actions.
Setup and file details
Use an agent that supports SKILL.md instructions and Python 3.10 or later with SQLite. Your AI-agent service is separate.
- Start guide: 1 file
- START-HERE.md explains setup and the expected example result.
- Agent instructions: 1 file
- SKILL.md defines this task and its completion checks.
- Task references: 4 files
- The task guide, input contract, tools guide, and research notes.
- Python tools: 4 files
- Check records, convert CSV input, and run the local checks.
- Examples and templates: 8 files
- The input schema, synthetic cases, expected report, and report template.
Collect the records
Start with source export and imported snapshot. Confirm the case, period, and source versions before the review.
Extract the task fields
Use account legal entity, contact, opportunity, quote version to keep records distinct. The agent records the original value, an exact quote, and the source location.
Review changed records
Compare the baseline with the later version using exact keys. Run the Python helper on the structured records. Check each finding against its source.
Complete the report
Prepare the task result: dropped or altered fields. Include missing evidence, unresolved questions, and the next action for each open item.
Eight synthetic cases check the tool locally. Live-agent accuracy on real documents has not been tested.