OpenClaw Intelligent Automation Sales Demo Assistant

Problem

When selling or demoing automation solutions, teams often face scattered customer pain points, limited time to visualize workflows, and weak proof of alerts, reports, and data synchronization. This skill is demo-oriented. It organizes needs discovery, workflow setup, execution display, exception alerts, and template recommendation into a standard path, making it easier to explain cross-system data sync, RPA, task scheduling, and process monitoring.

How It Works

The skill covers data sources such as ERP, CRM, OA, DB, and Excel, as well as demo actions like form filling, page clicking, and data entry. Key steps include:

• Phase 1: Use scenario-based questions to identify pain points and map them to data transfer, repetitive entry, manual reporting, missed alerts, or opaque process visibility.
• Phase 2: Build a demo workflow from an industry template or a general flow, then configure data sources, field mapping, conditional branches, output actions, and notification policies.
• Phase 3: Run the demo with scripts/run_demo.py to show progress, input/output previews, timing, and generated reports or execution logs.
• Phase 4: Inject exception conditions such as E01 through E05 to validate SMS, email, WeCom, and Webhook alerting paths.
• Phase 5: Output top 3 template recommendations, customization notes, a phased rollout plan, and ROI estimates.

Boundaries

This version is a demo-oriented skill, best suited for customer demos, solution walkthroughs, POC validation, and template selection. Alerts, report generation, and process monitoring are presented as samples or simulated outputs, not production-grade platform capabilities. Real deployment still requires validation against system access, data security, auditing, and approval workflows.