psquared-development/inboxmate-batch-demo

InboxMate Batch Demo Pipeline

Track routing (which demo to build)

/inboxmate-batch-demo [track] — track is optional:

• inbox — build a Demo-Postfach for every company in the batch via /inboxmate-inbox-demo (no agent, no widget; opportunity gets demoType: INBOX).
• chatbot — build chatbot demos via /inboxmate-demo for every company (demoType: CHATBOT).
• omitted — read each company's qualification note (Track: CHATBOT | INBOX set by /find-leads) and route per company; if no Track noted, default to CHATBOT.

Prerequisites — Environment Variables

All required tokens are in the .env file in the current working directory (the agenthub repo root). Read it at startup to get:

• PSQUARED_CRM_TOKEN — Bearer token for Twenty CRM GraphQL API
• NUXT_MCP_DEMO_TOKEN — Bearer token for the InboxMate MCP server
• OPENBRAND_API_KEY — API key for OpenBrand brand color/logo extraction

Do this first: Read .env from the current directory and extract these values. If any are missing, stop and ask the user.

Before starting, ask the user for the offer deadline:

When should the demo offers expire?
This sets the countdown timer on all demo pages in this batch.
Examples: "in 14 days", "2026-04-01", "end of month"

Wait for the answer. Convert to an ISO 8601 date. Pass this deadline to every demo created in the batch — do NOT ask again per company.

Announce:

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InboxMate Batch Demo Pipeline
Offer deadline: [date]
Reading .env for CRM and MCP tokens...
Querying CRM for unprocessed prospects...
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Step 1 — Get Prospects from CRM

Read PSQUARED_CRM_TOKEN from .env and use it to query the Twenty CRM (GraphQL at https://crm.psquared.dev/graphql) for companies that do NOT yet have an opportunity. Use this approach:

1. Fetch companies where outreachFor contains INBOX_MATE (up to 100)
2. Fetch all opportunities (up to 200)
3. Filter out companies that already have ANY opportunity (regardless of stage)

The remaining companies are unprocessed InboxMate prospects.

Critical filter: Only fetch companies tagged for InboxMate outreach. Never process PERSONAL_ONLY companies — these are Martin's private contacts. Companies tagged PSQUARED_SERVICES only are handled by /find-services-leads and its own funnel, not this pipeline. Companies tagged INBOX_MATE_MUSEUM only (the curated museum list) are also excluded automatically — they get a separate museum-specific outreach flow when one is built.

curl -s -X POST https://crm.psquared.dev/graphql \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $PSQUARED_CRM_TOKEN" \
  -d '{"query":"{ companies(filter: { outreachFor: { containsAny: [INBOX_MATE] } }, first: 100) { edges { node { id name domainName { primaryLinkUrl } outreachFor } } totalCount } }"}'

Legacy companies (pre-field): Companies created before the outreachFor field existed have outreachFor: null and will NOT match this filter. That is intentional — they need to be tagged before automation touches them. If the user wants to process legacy untagged companies, they should tag them first (or we do it under explicit instruction).

Announce: Found [N] unprocessed prospects.

If there's a specific company or list the user wants to process, use that instead.

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Step 2 — Validate Each Prospect's Website

For each prospect, before running the demo pipeline:

2a — Check if the website is reachable

Use WebFetch on the company's domain (from CRM domainName.primaryLinkUrl).

Skip the prospect if ANY of these are true:

• Domain returns HTTP error (4xx, 5xx) or times out
• Domain redirects to a parked/expired domain page
• Domain shows a "coming soon" or "under construction" placeholder
• Website has no meaningful content (just a logo and "contact us")
• Website is clearly outdated — copyright year 2+ years old, broken images, obviously abandoned
• Website is a social media profile only (LinkedIn, Facebook) — not a real business site

2b — Mark skipped prospects in CRM

Do NOT ask the user what to do. Auto-skip and mark in CRM immediately.

First, check if the Company object has a field like idealCustomerProfile (ICP) or a rating/status field you can use. Run this introspection query once at the start:

query { __type(name: "Company") { fields { name type { name kind ofType { name } } } } }

If there's a usable boolean/enum field (e.g. idealCustomerProfile): set it to false or the "not a fit" value to mark the company directly.

Regardless, also create a DISQUALIFIED opportunity so the company is excluded from future batch runs:

mutation CreateOpportunity($data: OpportunityCreateInput!) {
  createOpportunity(data: $data) { id name stage }
}

Variables:

{
  "data": {
    "name": "[Company] — Website not suitable",
    "stage": "DISQUALIFIED",
    "companyId": "[companyId]"
  }
}

Announce for each skip: SKIP: [Company] — [reason] Never pause to ask. Just mark and move to the next prospect.

2c — Collect valid prospects

Prospects with a working, current website proceed to Step 3.

Announce: [N] prospects ready for demo creation, [M] skipped.

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Step 3 — Create Demos for Valid Prospects

For each valid prospect, invoke the /inboxmate-demo skill (or follow the inboxmate-demo SKILL.md pipeline).

Process one prospect at a time — do not parallelize MCP calls.

After each demo is created:

1. The inboxmate-demo pipeline creates an opportunity in CRM at SCREENING / PENDING_REVIEW with the demo URL — verify it was created
2. Announce the result

Announce after each:

DONE: [Company] — [playgroundUrl]

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Step 4 — Summary

After all prospects are processed:

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BATCH COMPLETE
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Demos created: [N]
  - [Company 1] → [url]
  - [Company 2] → [url]

Skipped (website issues): [M]
  - [Company A] — [reason]
  - [Company B] — [reason]

Already processed (had opportunity): [K]
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Skip Criteria Quick Reference

| Signal | Action | |--------|--------| | HTTP error / timeout | SKIP — "unreachable" | | Parked / expired domain | SKIP — "parked domain" | | "Coming soon" / "Under construction" | SKIP — "placeholder page" | | No real content (just logo + contact form) | SKIP — "no meaningful content" | | Copyright year 2+ years behind current | SKIP — "outdated (copyright YYYY)" | | Broken images, dead links, 90s design | SKIP — "outdated/abandoned" | | Social media profile only | SKIP — "no website (social only)" | | No domain in CRM | SKIP — "no domain on file" | | Working site with real content | PROCEED with demo |