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Setup guide

Lead Intake Agent for Town - without the spreadsheet cleanup

The free Lead Intake Agent runs on Town as three plain-text files: set it up once in Town, approve a sample-data test, then trigger each run with the usage prompt and this run's inputs.

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What the Lead Intake Agent does

Town already runs your inbox and calendar - this agent becomes one more job it owns. It cleans and deduplicates new leads into a single sheet - lead, company, source, duplicate status, owner - so reps start on selling, not spreadsheet hygiene.

Every uncleaned lead list costs selling hours. This assistant merges the sources, flags duplicates and conflicts for your decision, and fills owner and source per lead. Reps start on calls the same morning the list lands, and nobody discovers a duplicate after two reps called the same person.

Where the Included files go in Town

Share the Included files with Town and ask it to keep skill.md as the standing rules for the job, then run the setup prompt and approve the fictional-data test. Town's email and calendar focus pairs well with agents whose output is a draft, a schedule or a follow-up queue.

What a run looks like on Town

A run looks like this: you ask Town to run lead-intake with this run's inputs, and it works through the standing rules you gave it. The output - it cleans and deduplicates new leads into a single sheet - lead, company, source, duplicate status, owner - so reps start on selling, not spreadsheet hygiene - is prepared for your review alongside the rest of your delegated work.

Setup, step by step

  1. Share skill.md, setup-prompt.txt and usage-prompt.txt with Town and ask it to keep the skill as the standing rules for the job (for example: lead intake).
  2. Run the setup prompt; the agent runs lead-intake on fictional sample data first - approve that test before real work.
  3. Town's inbox-and-calendar focus pairs best with agents whose output is a draft, a schedule or a follow-up queue.
  4. Trigger each real run with one message and this run's inputs.

Honest limits on Town

Town is inbox-and-calendar centric and its feature set is young; confirm its current file and memory handling in Town's own documentation before a big setup.

Questions people ask

Does the Lead Intake Agent work on Town?

Yes - the agent is three plain-text files, and on Town they live in Town. The four setup steps below are the whole job: Share skill.md, setup-prompt.txt and usage-prompt.txt with Town and ask it to keep the skill as the standing rules for the job (for example: lead intake). Then run the setup prompt; the agent runs lead-intake on fictional sample data first - approve that test before real work.

What does the Lead Intake Agent produce on Town?

It cleans and deduplicates new leads into a single sheet - lead, company, source, duplicate status, owner - so reps start on selling, not spreadsheet hygiene.. Town prepares it as part of your delegated queue; you approve before use. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Town?

No. AI Agent Skills is an independent store. We are not affiliated with, endorsed by, or sponsored by Town or its makers. Platform names belong to their owners; capabilities change, so check Town's current documentation.

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AI Agent Skills is an independent store, not affiliated with Town or its makers. Platform names belong to their owners.