--- name: clari-core-workflow-b-7efeab37c993 description: >- 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". allowed-tools: Read, Grep, Write, Edit version: 2.0.0 argument-hint: '[workspace-time-window-and-dataset]' model: inherit effort: high license: MIT author: Jeremy Longshore tags: - saas - clari - copilot - conversation-intelligence - analytics compatibility: 'Requires entitlement to the Clari conversation-intelligence API, workspace integration credentials, and approval to process recordings, transcripts, and participant data.' --- # 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. Use Write or Edit only for the approved plan, implementation, test, or redacted receipt; do not issue, rotate, revoke, create, update, cancel, delete, export, ingest, or publish provider data without explicit operator approval. ## Output - Windowed extraction manifest and pagination checkpoints - Governed call, user, topic, and scorecard datasets - Reconciliation, privacy-classification, and publication receipt Return the exact surface, environment, resource or job identifiers, contract fingerprint, evidence, unresolved risks, and final decision without exposing credentials or sensitive customer data. ## Examples A coaching dataset lists calls for one approved week, selects only calls for an authorized team, retrieves details under the documented limits, tokenizes participant joins, and records missing IDs before publication. ## Error Handling | Failure | Response | | --- | --- | | One credential header is missing | Stop and validate the Copilot credential pair; do not fall back to a Revenue token. | | Rate ceiling is reached | Honor retry timing, checkpoint the cursor, and resume without widening concurrency. | | Detailed content exceeds approval | Publish metadata only and quarantine or omit transcripts and recording references. | ## Resources - [First-party source notes](references/official-docs.md) - [Clari Copilot API reference](https://api-doc.copilot.clari.com/) --- Source attribution: jeremylongshore Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/clari-pack/skills/clari-core-workflow-b/SKILL.md License: MIT License information: https://opensource.org/license/mit Original upstream instructions; downloaded from Mega AI Hub. ## Upstream license notice MIT License Copyright (c) 2025 Jeremy Longshore Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. # Mega AI Hub resource metadata Creator / publisher: jeremylongshore Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/clari-pack/skills/clari-core-workflow-b/SKILL.md Attribution basis: Source repository record Fields of work: Data & Analytics, Marketing, Sales Roles: Data Analyst, Growth Marketer, Marketing Analyst, Product Marketer, Sales Operations Specialties: API, Database Tools: Clari Country applicability: Country not specified Classification basis: Source catalog labels Instruction SHA-256: abd67fa480880ffac306d3a5e7dd8b684d21883277c2c2a181aaf5ad0dd70eb1