/routing-logic
Use when defining or adjusting marketing-to-sales assignment rules.
$ npx -y skills add gtmagents/gtm-agents --skill routing-logic --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
- Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
- You can call itInvoke it directly when you want it.
- Slash command
/routing-logic
Context preview
The summary Claude sees to decide when to auto-load this skill.
Use when defining or adjusting marketing-to-sales assignment rules.
SKILL.md
routing-logic.SKILL.mdname: routing-logic description: Use when defining or adjusting marketing-to-sales assignment rules.
Routing Logic Blueprint Skill
When to Use
- Designing new lead assignment models (round-robin, territory, pod-based).
- Troubleshooting misrouted or unassigned leads.
- Simulating capacity scenarios before changing SLAs.
Framework
1. **Qualification Criteria** – map scoring thresholds, enrichment fields, and required consent. 2. **Owner Model** – hierarchy (account owner, named AE, SDR pod), fallback logic, and tie-breakers. 3. **Capacity Modeling** – lead volume forecasts vs available headcount, backlog thresholds. 4. **Automation Flow** – MAP/CRM steps, dedupe rules, webhook/API dependencies. 5. **Monitoring & Audits** – logging, reconciliation jobs, sample QA cadence.
Templates
- Routing matrix (segment → owner → conditions → escalation).
- Capacity calculator (leads/day vs SLA vs reps).
- QA checklist for automation updates.
Tips
- Keep logic declarative (YAML/JSON) for easier audits and version control.
- Add synthetic leads to test every path before go-live.
- Coordinate with data enrichment to ensure required fields populate upstream.
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Free AI automation for sales, marketing, and growth teams. No coding required.
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