axis-crm 1.0.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/LICENSE +21 -0
- package/README.md +122 -0
- package/cli/index.js +106 -0
- package/package.json +36 -0
- package/template/CLAUDE.md +38 -0
- package/template/CRM Dashboard.md +53 -0
- package/template/automations/README.md +62 -0
- package/template/automations/client-research.json +383 -0
- package/template/automations/fireflies-to-crm.json +306 -0
- package/template/clients/acme-consulting/README.md +43 -0
- package/template/clients/acme-consulting/communication/2026-03-01-cena-dohodnuta.md +24 -0
- package/template/clients/acme-consulting/contacts/jana-novakova.md +17 -0
- package/template/clients/acme-consulting/contacts/tomas-dvorak.md +16 -0
- package/template/clients/acme-consulting/files/faktury/.gitkeep +0 -0
- package/template/clients/acme-consulting/files/nabidky/.gitkeep +0 -0
- package/template/clients/acme-consulting/files/smlouvy/.gitkeep +0 -0
- package/template/clients/acme-consulting/meetings/2026-02-10-kickoff.md +25 -0
- package/template/clients/acme-consulting/meetings/2026-03-15-progress-review.md +25 -0
- package/template/clients/acme-consulting/projects/web-redesign/README.md +53 -0
- package/template/clients/acme-consulting/projects/web-redesign/deliverables/.gitkeep +0 -0
- package/template/clients/acme-consulting/projects/web-redesign/notes/.gitkeep +0 -0
- package/template/clients/acme-consulting/projects/web-redesign/zadani.md +33 -0
- package/template/dashboards/client-overview.md +25 -0
- package/template/dashboards/hot-leads.md +23 -0
- package/template/dashboards/pipeline.md +52 -0
- package/template/leads/bytovy-architekt-kovar.md +22 -0
- package/template/leads/green-energy-as.md +22 -0
- package/template/leads/nova-digital-sro.md +22 -0
- package/template/leads/restaurace-u-zlateho-lva.md +23 -0
- package/template/leads/techpro-solutions.md +23 -0
- package/template/rules/fields.md +45 -0
- package/template/rules/lifecycle.md +51 -0
- package/template/rules/scoring.md +43 -0
- package/template/rules/structure.md +82 -0
- package/template/scripts/convert-to-client.sh +133 -0
- package/template/scripts/new-lead.sh +68 -0
- package/template/scripts/new-project.sh +69 -0
- package/template/scripts/validate.sh +149 -0
- package/template/templates/client/README.md +31 -0
- package/template/templates/client/communication/.gitkeep +0 -0
- package/template/templates/client/contacts/.gitkeep +0 -0
- package/template/templates/client/files/.gitkeep +0 -0
- package/template/templates/client/files/faktury/.gitkeep +0 -0
- package/template/templates/client/files/nabidky/.gitkeep +0 -0
- package/template/templates/client/files/smlouvy/.gitkeep +0 -0
- package/template/templates/client/meetings/.gitkeep +0 -0
- package/template/templates/client/projects/.gitkeep +0 -0
- package/template/templates/communication.md +17 -0
- package/template/templates/contact.md +14 -0
- package/template/templates/lead.md +20 -0
- package/template/templates/meeting.md +17 -0
- package/template/templates/project/README.md +34 -0
- package/template/templates/project/deliverables/.gitkeep +0 -0
- package/template/templates/project/notes/.gitkeep +0 -0
- package/template/templates/project/zadani.md +19 -0
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{
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"name": "Axis CRM — Client Research",
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"nodes": [
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{
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"id": "w2-webhook",
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"name": "Research Webhook",
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"type": "n8n-nodes-base.webhook",
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"typeVersion": 2,
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"position": [250, 300],
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"parameters": {
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"httpMethod": "POST",
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"path": "axis-crm-research",
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"options": {}
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},
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"webhookId": "axis-crm-research"
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},
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{
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"id": "w2-parse",
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"name": "Parse Input",
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"type": "n8n-nodes-base.code",
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"typeVersion": 2,
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"position": [450, 300],
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"parameters": {
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"jsCode": "const body = $input.first().json.body || $input.first().json;\nconst companyName = body.company || body.name || body.firma || '';\nconst website = body.website || body.web || body.url || '';\nconst slug = body.slug || '';\nif (!companyName && !website) throw new Error('Provide company name or website');\nreturn [{ json: { companyName, website, slug } }];"
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}
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},
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{
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"id": "w2-scrape",
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"name": "Scrape Website",
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"type": "n8n-nodes-base.httpRequest",
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"typeVersion": 4.2,
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"position": [650, 300],
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"parameters": {
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"method": "GET",
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"url": "={{ $json.website }}",
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"options": {
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"timeout": 15000
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}
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"continueOnFail": true
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{
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"id": "w2-extract",
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"name": "Extract Text & Contacts",
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"type": "n8n-nodes-base.code",
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"typeVersion": 2,
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"position": [850, 300],
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"parameters": {
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"jsCode": "const html = $input.first().json.data || $input.first().json.body || '';\nconst text = html.replace(/<script[^>]*>[\\s\\S]*?<\\/script>/gi, '')\n .replace(/<style[^>]*>[\\s\\S]*?<\\/style>/gi, '')\n .replace(/<[^>]+>/g, ' ')\n .replace(/\\s+/g, ' ')\n .trim()\n .substring(0, 8000);\nconst emailRegex = /[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\\.[a-zA-Z]{2,}/g;\nconst emails = [...new Set((html.match(emailRegex) || []).filter(e => !e.includes('example.com') && !e.includes('wixpress') && !e.includes('sentry')))];\nconst phoneRegex = /(?:\\+\\d{1,3}[\\s-]?)?(?:\\(?\\d{2,4}\\)?[\\s-]?)?\\d{3}[\\s-]?\\d{3}[\\s-]?\\d{0,4}/g;\nconst phones = [...new Set((html.match(phoneRegex) || []).filter(p => p.replace(/\\D/g, '').length >= 9))];\nreturn [{\n json: {\n textContent: text,\n extractedEmails: emails.slice(0, 10),\n extractedPhones: phones.slice(0, 10),\n companyName: $('Parse Input').first().json.companyName,\n website: $('Parse Input').first().json.website,\n slug: $('Parse Input').first().json.slug\n }\n}];"
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{
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"id": "w2-prep-ai",
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"name": "Prepare AI Request",
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"type": "n8n-nodes-base.code",
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"typeVersion": 2,
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"position": [1050, 300],
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"parameters": {
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"jsCode": "const data = $input.first().json;\n\nconst prompt = `Analyzuj firmu a vytvor strukturovany profil.\n\nFirma: ${data.companyName}\nWeb: ${data.website}\nEmaily nalezene na webu: ${data.extractedEmails.join(', ')}\nTelefony nalezene na webu: ${data.extractedPhones.join(', ')}\n\nObsah webu (5000 znaku):\n${data.textContent.substring(0, 5000)}\n\nOdpovez POUZE validnim JSON:\n{\n \"company_name\": \"Oficialni nazev\",\n \"description\": \"1-2 vety co firma dela\",\n \"industry\": \"obor\",\n \"services\": [\"sluzba1\", \"sluzba2\"],\n \"city\": \"mesto\",\n \"country\": \"CZ/SK/DE/AT/...\",\n \"size_estimate\": \"micro/small/medium/large\",\n \"contacts\": [{\"name\": \"Jmeno\", \"role\": \"pozice\", \"email\": \"email\", \"phone\": \"tel\"}],\n \"social\": {\"linkedin\": \"\", \"facebook\": \"\"},\n \"web_quality\": \"modern/outdated/basic\",\n \"notes\": \"dalsi poznamky\"\n}`;\n\nreturn [{\n json: {\n ...data,\n aiRequestBody: JSON.stringify({\n model: 'claude-sonnet-4-20250514',\n max_tokens: 1024,\n messages: [{ role: 'user', content: prompt }]\n })\n }\n}];"
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}
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{
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"id": "w2-ai",
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"name": "AI Analyze Company",
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"type": "n8n-nodes-base.httpRequest",
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"typeVersion": 4.2,
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"position": [1250, 300],
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"parameters": {
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"method": "POST",
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"url": "https://api.anthropic.com/v1/messages",
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"authentication": "predefinedCredentialType",
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"nodeCredentialType": "anthropicApi",
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"sendBody": true,
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"specifyBody": "json",
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"jsonBody": "={{ $json.aiRequestBody }}",
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"sendHeaders": true,
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"headerParameters": {
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"parameters": [
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{
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"name": "anthropic-version",
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"value": "2023-06-01"
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}
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]
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},
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"options": {
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"timeout": 30000
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}
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},
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"credentials": {
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"anthropicApi": {
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"id": "YOUR_ANTHROPIC_CREDENTIAL_ID",
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"name": "Anthropic API"
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}
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},
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{
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"id": "w2-parse-ai",
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"name": "Parse AI Response",
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"type": "n8n-nodes-base.code",
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"typeVersion": 2,
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"position": [1450, 300],
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"parameters": {
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"jsCode": "const aiResponse = $input.first().json;\nconst aiText = aiResponse.content?.[0]?.text || '';\nconst input = $('Parse Input').first().json;\nlet analysis;\ntry {\n const jsonMatch = aiText.match(/\\{[\\s\\S]*\\}/);\n analysis = JSON.parse(jsonMatch[0]);\n} catch(e) {\n analysis = { company_name: input.companyName, description: '', industry: '', services: [], city: '', country: '', size_estimate: '', contacts: [], social: {}, web_quality: '', notes: '' };\n}\nconst isCzech = (analysis.country || '').toUpperCase() === 'CZ' || (input.website || '').endsWith('.cz');\nreturn [{ json: { ...analysis, website: input.website, slug: input.slug, isCzech } }];"
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{
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"id": "w2-if-czech",
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"name": "Czech Company?",
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"type": "n8n-nodes-base.if",
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"typeVersion": 2.2,
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"position": [1650, 300],
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"parameters": {
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"conditions": {
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"options": {
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"version": 2
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"combinator": "and",
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"conditions": [
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{
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"leftValue": "={{ $json.isCzech }}",
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"rightValue": true,
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"operator": {
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"type": "boolean",
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"operation": "equals"
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}
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{
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"id": "w2-ares",
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"name": "ARES Lookup",
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"type": "n8n-nodes-base.httpRequest",
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"typeVersion": 4.2,
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"position": [1850, 200],
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"parameters": {
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"method": "GET",
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"url": "=https://ares.gov.cz/ekonomicke-subjekty-v-be/rest/ekonomicke-subjekty/vyhledat?obchodniJmeno={{ encodeURIComponent($json.company_name) }}",
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"options": {
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"timeout": 10000
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}
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},
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"continueOnFail": true
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},
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{
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"id": "w2-merge",
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"name": "Merge ARES Data",
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"type": "n8n-nodes-base.code",
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"typeVersion": 2,
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"position": [2050, 200],
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"parameters": {
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"jsCode": "const prevData = $('Parse AI Response').first().json;\nconst ares = $input.first().json;\nlet aresData = {};\ntry {\n const subjects = ares.ekonomickeSubjekty || [];\n if (subjects.length > 0) {\n const s = subjects[0];\n aresData = {\n ico: s.ico || '',\n dic: s.dic || '',\n legal_form: (s.pravniForma && s.pravniForma.nazev) || '',\n founded: s.datumVzniku || '',\n employee_count: s.pocetZamestnancu || ''\n };\n }\n} catch(e) {}\nreturn [{ json: { ...prevData, ares: aresData } }];"
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}
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},
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{
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"id": "w2-build",
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"name": "Build CRM Output",
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"type": "n8n-nodes-base.code",
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"typeVersion": 2,
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"position": [2250, 300],
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"parameters": {
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"jsCode": "const data = $input.first().json;\nconst ares = data.ares || {};\nconst today = new Date().toISOString().split('T')[0];\n\nlet score = 0;\nif (data.website) score += 5;\nif (data.contacts && data.contacts.length > 0) score += 10;\nif (data.contacts && data.contacts.some(c => c.email)) score += 10;\nif (ares.ico) score += 10;\nif (data.industry) score += 5;\nif (data.city) score += 5;\nif (data.web_quality === 'outdated' || data.web_quality === 'basic') score += 10;\n\nconst slug = data.slug || data.company_name.toLowerCase()\n .replace(/[^a-z0-9]/g, '-').replace(/-+/g, '-').replace(/^-|-$/g, '').substring(0, 50);\n\nconst contactsMd = (data.contacts || []).map(c =>\n '- **' + c.name + '** (' + (c.role || 'N/A') + ') — ' + (c.email || '') + ' ' + (c.phone || '')\n).join('\\n');\nconst servicesMd = (data.services || []).map(s => '- ' + s).join('\\n');\n\nconst lines = [\n '---',\n \"title: '\" + (data.company_name || '').replace(/'/g, \"''\") + \"'\",\n \"created: '\" + today + \"'\",\n 'tags: [client]',\n 'type: client',\n \"status: 'research'\",\n \"city: '\" + (data.city || '') + \"'\",\n \"size: '\" + (data.size_estimate || '') + \"'\",\n \"industry: '\" + (data.industry || '') + \"'\",\n \"source: 'research'\",\n \"email: '\" + ((data.contacts?.[0]?.email) || '') + \"'\",\n \"ico: '\" + (ares.ico || '') + \"'\",\n \"web: '\" + (data.website || '') + \"'\",\n 'score: ' + score,\n '---',\n '',\n '## Overview',\n '',\n data.description || '',\n '',\n '## Services',\n '',\n servicesMd || 'N/A',\n '',\n '## Contacts',\n '',\n contactsMd || 'No contacts found.',\n '',\n '## Company Info',\n '',\n '| Field | Value |',\n '|---|---|',\n '| Industry | ' + (data.industry || '') + ' |',\n '| City | ' + (data.city || '') + ' |',\n '| Country | ' + (data.country || '') + ' |',\n '| Size | ' + (data.size_estimate || '') + ' |',\n '| Web Quality | ' + (data.web_quality || '') + ' |'\n];\nif (ares.ico) {\n lines.push('| ICO | ' + ares.ico + ' |');\n if (ares.founded) lines.push('| Founded | ' + ares.founded + ' |');\n if (ares.employee_count) lines.push('| Employees | ' + ares.employee_count + ' |');\n}\nlines.push('', '## Notes', '', data.notes || '');\n\nconst readme = lines.join('\\n');\nconst readmePath = 'clients/' + slug + '/README.md';\n\n// Prepare GitHub API body\nconst githubBody = JSON.stringify({\n message: 'feat(crm): auto-research client ' + slug,\n branch: 'crm', content: Buffer.from(readme).toString('base64')\n});\n\n// Prepare ntfy body\nconst ntfyBody = 'Research done: ' + data.company_name + ' (score: ' + score + ')';\n\nreturn [{\n json: { slug, score, companyName: data.company_name, readmePath, githubBody, ntfyBody }\n}];"
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}
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{
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"id": "w2-github",
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"name": "Save to GitHub",
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"type": "n8n-nodes-base.httpRequest",
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"typeVersion": 4.2,
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"position": [2450, 300],
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"parameters": {
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"method": "PUT",
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"url": "=https://api.github.com/repos/your-username/axis-crm/contents/{{ $json.readmePath }}",
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"authentication": "predefinedCredentialType",
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"nodeCredentialType": "githubApi",
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"sendBody": true,
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"specifyBody": "json",
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"jsonBody": "={{ $json.githubBody }}",
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"sendHeaders": true,
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"headerParameters": {
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"parameters": [
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{
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"name": "Accept",
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"value": "application/vnd.github.v3+json"
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}
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]
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"options": {
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"timeout": 15000
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}
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"credentials": {
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"githubApi": {
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"id": "YOUR_GITHUB_CREDENTIAL_ID",
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196
|
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"name": "GitHub API"
|
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197
|
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}
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198
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}
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199
|
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},
|
|
200
|
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{
|
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201
|
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"id": "w2-notify",
|
|
202
|
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"name": "Notify",
|
|
203
|
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"type": "n8n-nodes-base.httpRequest",
|
|
204
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|
|
205
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|
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206
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|
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207
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"method": "POST",
|
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208
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"url": "https://ntfy.sh/your-topic",
|
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209
|
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"sendBody": true,
|
|
210
|
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"specifyBody": "string",
|
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211
|
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"body": "={{ $json.ntfyBody }}",
|
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212
|
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"sendHeaders": true,
|
|
213
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|
|
214
|
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"parameters": [
|
|
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|
+
{
|
|
216
|
+
"name": "Title",
|
|
217
|
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"value": "Axis CRM: Research complete"
|
|
218
|
+
},
|
|
219
|
+
{
|
|
220
|
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"name": "Priority",
|
|
221
|
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"value": "3"
|
|
222
|
+
},
|
|
223
|
+
{
|
|
224
|
+
"name": "Tags",
|
|
225
|
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"value": "mag"
|
|
226
|
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}
|
|
227
|
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]
|
|
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|
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},
|
|
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"options": {}
|
|
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|
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}
|
|
231
|
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}
|
|
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|
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],
|
|
233
|
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"connections": {
|
|
234
|
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"Research Webhook": {
|
|
235
|
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"main": [
|
|
236
|
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[
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|
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|
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{
|
|
238
|
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"node": "Parse Input",
|
|
239
|
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"type": "main",
|
|
240
|
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"index": 0
|
|
241
|
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}
|
|
242
|
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]
|
|
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|
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]
|
|
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|
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},
|
|
245
|
+
"Parse Input": {
|
|
246
|
+
"main": [
|
|
247
|
+
[
|
|
248
|
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{
|
|
249
|
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"node": "Scrape Website",
|
|
250
|
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"type": "main",
|
|
251
|
+
"index": 0
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|
252
|
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}
|
|
253
|
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]
|
|
254
|
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]
|
|
255
|
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},
|
|
256
|
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"Scrape Website": {
|
|
257
|
+
"main": [
|
|
258
|
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[
|
|
259
|
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{
|
|
260
|
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"node": "Extract Text & Contacts",
|
|
261
|
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"type": "main",
|
|
262
|
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"index": 0
|
|
263
|
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}
|
|
264
|
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]
|
|
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|
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]
|
|
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|
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},
|
|
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|
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"Extract Text & Contacts": {
|
|
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|
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"main": [
|
|
269
|
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[
|
|
270
|
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{
|
|
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|
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"node": "Prepare AI Request",
|
|
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|
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"type": "main",
|
|
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|
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"index": 0
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|
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}
|
|
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|
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]
|
|
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|
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]
|
|
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|
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},
|
|
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|
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"Prepare AI Request": {
|
|
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|
+
"main": [
|
|
280
|
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[
|
|
281
|
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{
|
|
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|
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"node": "AI Analyze Company",
|
|
283
|
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"type": "main",
|
|
284
|
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"index": 0
|
|
285
|
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}
|
|
286
|
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]
|
|
287
|
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]
|
|
288
|
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},
|
|
289
|
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"AI Analyze Company": {
|
|
290
|
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"main": [
|
|
291
|
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[
|
|
292
|
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{
|
|
293
|
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"node": "Parse AI Response",
|
|
294
|
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"type": "main",
|
|
295
|
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"index": 0
|
|
296
|
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}
|
|
297
|
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]
|
|
298
|
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]
|
|
299
|
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},
|
|
300
|
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"Parse AI Response": {
|
|
301
|
+
"main": [
|
|
302
|
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[
|
|
303
|
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{
|
|
304
|
+
"node": "Czech Company?",
|
|
305
|
+
"type": "main",
|
|
306
|
+
"index": 0
|
|
307
|
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}
|
|
308
|
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]
|
|
309
|
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]
|
|
310
|
+
},
|
|
311
|
+
"Czech Company?": {
|
|
312
|
+
"main": [
|
|
313
|
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[
|
|
314
|
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{
|
|
315
|
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"node": "ARES Lookup",
|
|
316
|
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"type": "main",
|
|
317
|
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"index": 0
|
|
318
|
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}
|
|
319
|
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],
|
|
320
|
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[
|
|
321
|
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{
|
|
322
|
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"node": "Build CRM Output",
|
|
323
|
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"type": "main",
|
|
324
|
+
"index": 0
|
|
325
|
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}
|
|
326
|
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]
|
|
327
|
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]
|
|
328
|
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},
|
|
329
|
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"ARES Lookup": {
|
|
330
|
+
"main": [
|
|
331
|
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[
|
|
332
|
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{
|
|
333
|
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"node": "Merge ARES Data",
|
|
334
|
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"type": "main",
|
|
335
|
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"index": 0
|
|
336
|
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}
|
|
337
|
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]
|
|
338
|
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]
|
|
339
|
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},
|
|
340
|
+
"Merge ARES Data": {
|
|
341
|
+
"main": [
|
|
342
|
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[
|
|
343
|
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{
|
|
344
|
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"node": "Build CRM Output",
|
|
345
|
+
"type": "main",
|
|
346
|
+
"index": 0
|
|
347
|
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}
|
|
348
|
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]
|
|
349
|
+
]
|
|
350
|
+
},
|
|
351
|
+
"Build CRM Output": {
|
|
352
|
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"main": [
|
|
353
|
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[
|
|
354
|
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{
|
|
355
|
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"node": "Save to GitHub",
|
|
356
|
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"type": "main",
|
|
357
|
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"index": 0
|
|
358
|
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}
|
|
359
|
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]
|
|
360
|
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]
|
|
361
|
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},
|
|
362
|
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"Save to GitHub": {
|
|
363
|
+
"main": [
|
|
364
|
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[
|
|
365
|
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{
|
|
366
|
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"node": "Notify",
|
|
367
|
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"type": "main",
|
|
368
|
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"index": 0
|
|
369
|
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}
|
|
370
|
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]
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|
371
|
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]
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|
372
|
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}
|
|
373
|
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},
|
|
374
|
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"settings": {
|
|
375
|
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"executionOrder": "v1",
|
|
376
|
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"saveExecutionProgress": true,
|
|
377
|
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"saveManualExecutions": true,
|
|
378
|
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"timezone": "Europe/Prague",
|
|
379
|
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"callerPolicy": "workflowsFromSameOwner",
|
|
380
|
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"availableInMCP": false,
|
|
381
|
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"binaryMode": "separate"
|
|
382
|
+
}
|
|
383
|
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}
|