Agent skill · data analytics · jeremylongshore
clari-core-workflow-b
Extract Clari Copilot calls, details, users, topics, and scorecards into a governed analytics flow. Use when building conversation or coaching datasets. Trigger with: "export Clari Copilot calls", "build conversation analytics", "load Copilot scorecards".
Why this skill is useful
Adds specific Python scripts for revenue analytics that are tailored to Clari's data structure and not commonly found in public resources.
What it needs
Requires pandas installed locally. About 2k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
Clari Copilot Conversation Intelligence Extraction Overview Treat Copilot as a separate data product rather than an extension of Revenue API exports. Build a metadata-first extraction that minimizes sensitive content, joins stable identifiers, and records the exact window and pagination boundary. Prerequisites Copilot API key/password pair stored in an approved secret manager Authorized time window, user population, and data-classification decision Destination controls suitable for call and participant data Instructions Step 1: Inventory the required resources Choose only the calls, call details, users, topics, scorecards, and templates necessary for the approved use case. Step 2: Freeze the extraction window Record workspace, start and end time, pagination order, and inclusion rules so reruns are deterministic. Step 3: Fetch metadata first List users, topics, scorecard templates, and call summaries before requesting detailed call content. Step 4: Retrieve bounded details Request call details only for selected call IDs, honor both documented rate ceilings, and checkpoint pagination without duplicates. Step 5: Normalize with privacy controls Separate identities, call metadata, scoring, and sensitive content; tokenize joins and restrict transcript or recording access. Step 6: Reconcile and publish Compare requested and received IDs, record missing or changed calls, and publish only the authorized dataset with lineage. Authentication Send both X-Api-Key and X-Api-Password to the Copilot host over HTTPS. Do not substitute the Revenue apikey; redact both Copilot credentials and minimize logs containing call titles, participant data, transcripts, or recording links. Tool Discipline Use Read and Grep to inspect configuration, provider contracts, fixtures, logs, schemas, and existing tests before proposing a change. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/clari-core-workflow-b