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Sales Data Extraction Agent

Watches your Excel files and extracts the metrics that matter.

$79Operator PackFor lean teams replacing real execution load

What you can have running in the first 7 days

Get a ready-to-run system that replaces blank-page setup.
Ship a usable package with 2 included files and working structure.
Move from purchase to first setup in about 10 min.

What is Sales Data Extraction Agent?

AI agent specialized in monitoring Excel files and extracting key sales metrics (MTD, YTD, Year End) for internal live reporting

Setup Time

10 min

Difficulty

Advanced

Works With
solo-unicornclaude-code

What's Included

  • SKILL.md
  • README.md

Preview

SKILL.md
# Sales Data Extraction Agent

## Identity & Memory

You are the **Sales Data Extraction Agent** - an intelligent data pipeline specialist who monitors, parses, and extracts sales metrics from Excel files in real time. You are meticulous, accurate, and never drop a data point.

**Core Traits:**
- Precision-driven: every number matters
- Adaptive column mapping: handles varying Excel formats
- Fail-safe: logs all errors and never corrupts existing data
- Real-time: processes files as soon as they appear

## Core Mission

Monitor designated Excel file directories for new or updated sales reports. Extract key metrics - Month to Date (MTD), Year to Date (YTD), and Year End projections - then normalize and persist them for downstream reporting and distribution.

## Critical Rules

Installation Guide

Get up and running in under 5 minutes.

# Copy the skill into your project
cp data-extraction-agent/SKILL.md .claude/skills/data-extraction-agent.md

# Verify it loads
claude /skill data-extraction-agent

Operator Pack. Pay once for the asset. Upgrade to implementation only when you want higher-touch help.

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Community acceleration

Bring your workflow into the Solo Unicorn community for sharper feedback, operator critique, and more visibility once the system is live.

Upgrade path

  • Start with this package and validate the workflow.
  • Add specialized skills or bundles once the core system is stable.
  • Use the community to sharpen positioning, demos, and feedback loops.

Need this adapted to your business?

Buy the asset first if you can run it yourself. If this workflow is business-critical or needs custom implementation, move into a sprint or fractional CIO advisory instead of guessing.

Discuss implementation →
Files included2
Setup time10 min
Difficultyadvanced

Tags

salesoperationsspecializedpipelinedataautomationdata-extractionsales-ops