routing-rules
Create intelligent routing logic based on document attributes, request type, risk score, or customer profile. Use when building workflow routing for insurance claims, loan applications, or compliance reviews.
What this skill does
# Routing Rules Design Design attribute-based routing rules for business process automation: 1. **Identify routing dimensions**: What attributes determine the route? (type, amount, geography, product line, risk tier) 2. **Map rules to destinations**: Which team/system/queue receives each combination? 3. **Handle exceptions**: What happens when no rule matches? Who receives unclassified items? 4. **Priority ordering**: When multiple rules match, which wins? Output routing rules as a decision table: ``` | Attribute 1 | Attribute 2 | Destination | Priority | |-------------|-------------|----------------|----------| | claim_type | amount | claims_team | 1 | | ... | ... | ... | ... | ``` Also generate the routing logic as pseudocode and identify any data enrichment needed before routing can occur.
Related in Sales & CRM
process-mapper
IncludedUse when a BizOps lead, COO, or process-improvement owner needs to document an end-to-end business process (procurement, employee onboarding, incident handoff, customer-onboarding, claims adjudication) in BPMN-style notation, measure cycle times by stage, surface where work spends most of its time waiting vs. being worked, and quantify the gap between processing time and total elapsed time. Pairs Lean / Six Sigma / Theory-of-Constraints canon with deterministic stdlib-only Python tools to produce a process map, a ranked bottleneck list (with severity + root-cause hypothesis), and a cycle-time analysis (P50, P90, value-add ratio, Little's-Law throughput). Distinct from sales-pipeline, system-reliability (SLO), and strategic-OKR work — this is tactical process documentation for internal operations.
payment-integration
IncludedIntegrate payments with SePay (VietQR), Polar, Stripe, Paddle (MoR subscriptions), Creem.io (licensing). Checkout, webhooks, subscriptions, QR codes, multi-provider orders.
customer-success-manager
IncludedMonitors customer health, predicts churn risk, and identifies expansion opportunities using weighted scoring models for SaaS customer success
sales-engineer
IncludedAnalyzes RFP/RFI responses for coverage gaps, builds competitive feature comparison matrices, and plans proof-of-concept (POC) engagements for pre-sales engineering. Use when responding to RFPs, bids, or proposal requests; comparing product features against competitors; planning or scoring a customer POC or sales demo; preparing a technical proposal; or performing win/loss competitor analysis. Handles tasks described as 'RFP response', 'bid response', 'proposal response', 'competitor comparison', 'feature matrix', 'POC planning', 'sales demo prep', or 'pre-sales engineering'.
customer-success-manager
IncludedMonitors customer health, predicts churn risk, and identifies expansion opportunities using weighted scoring models for SaaS customer success
sales-engineer
IncludedAnalyzes RFP/RFI responses for coverage gaps, builds competitive feature comparison matrices, and plans proof-of-concept (POC) engagements for pre-sales engineering. Use when responding to RFPs, bids, or proposal requests; comparing product features against competitors; planning or scoring a customer POC or sales demo; preparing a technical proposal; or performing win/loss competitor analysis. Handles tasks described as 'RFP response', 'bid response', 'proposal response', 'competitor comparison', 'feature matrix', 'POC planning', 'sales demo prep', or 'pre-sales engineering'.