Del archivo al resultado útil
Cómo pedir trabajo con esta skill instalada
Instalar la skill da un método a tu IA. Tu petición todavía debe aportar los hechos del caso, las restricciones y el entregable esperado.
1Nombra la tarea real
Describe la decisión o el entregable, no solo el tema.
2Aporta la información
Añade materiales, público, límites y hechos conocidos.
3Define qué significa acabado
Fija formato, criterios de calidad y comprobaciones.
Ejemplo de origen
Sustituye los corchetes por tu caso
Cuándo usarla
- Preparing to migrate data from an old CRM or spreadsheet into a new CRM
- You have a list of leads from a trade show, webinar, or purchased list that needs cleaning before import
- Your CRM has accumulated duplicate contacts and you need to find and merge them
- A bulk data import failed because of formatting issues (inconsistent state names, phone formats)
- You need to audit your current CRM data quality before building automation (garbage in, garbage out)
- A CRM migration is happening and you need to clean before moving
Errores que conviene evitar
- Importing without testing first — a single formatting error in a batch import can corrupt 1,000 records; always test with 10-20 records before committing
- Using the "update all" feature without understanding what it overwrites — this is the CRM equivalent of "select all → delete" — a common and catastrophic mistake
- Merging company records without reviewing the associated contacts — merging two companies that have the same name but different customer bases in your CRM will merge unrelated deals and contacts
- Keeping old/outdated fields on records after migrating to new ones — fields that are no longer used become noise and confuse future users; deprecate them (hide from layouts) rather than deleting them (which breaks historical reports)
- Assuming that imported data is correct just because it came from a "verified" vendor — purchased lead lists have 15-40% error rates; always validate before importing into a CRM that affects customer relationships