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- Ask for user ID join column instead of assuming u.id
- Specify paragraph splitting and link text for body_html generation
- Clarify behavior around commented-out example profiles
- Use actual column names from user input in query construction
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Copy file name to clipboardExpand all lines: .claude/skills/setup-config/SKILL.md
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@@ -72,14 +72,16 @@ For each batch:
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**BigQuery query:** This is where most users will need the most help. Ask:
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-**What's your users table called in BigQuery?** (e.g., `users`, `accounts`, `customers`)
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-**What column has the user's email?** (usually `email`)
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-**What's the primary key / unique ID column in your users table?** (e.g., `id`, `user_id`). This is the column that milestone tables reference to link back to a user.
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-**What column has their signup date?** (e.g., `created_at`, `registered_at`)
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-**What milestone defines this segment?** Walk through the logic:
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- For "signed up but didn't do X": ask what table/event represents X
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- For "did A but not B": ask what tables/events represent A and B
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- For time windows: ask how recent the signup should be
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- For each milestone table: confirm which column references the user (e.g., `user_id`, `account_id`)
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-**What's your company email domain?** (to exclude internal accounts)
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Then construct the query for them using `{project}`, `{dataset}`, and `{limit}` placeholders. Show it to them and ask if it looks right.
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Then construct the query for them using `{project}`, `{dataset}`, and `{limit}` placeholders. Use the actual column names they gave you — don't assume `u.id` or `m.user_id`. Show the query to them and ask if it looks right.
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**Email copy** (gmail outbound only):
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-**Subject line:** Ask them to write one. If they're stuck, suggest a pattern: "Quick question about [topic relevant to the milestone]"
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- Use `{calendly_link}` where the booking link should go (calendly capacity only)
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- The agent sends exactly what they write — no AI rewriting
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- Keep it short — 3-5 sentences works best for research outreach
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- Generate both `body_text` (plain text) and `body_html`(wrapped in `<p>` tags) from what they write.
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- Generate both `body_text` (plain text) and `body_html`from what they write. For `body_html`, split the text into logical paragraphs and wrap each in `<p>` tags. Replace the raw `{calendly_link}` placeholder with `<a href="{calendly_link}">Book a time here</a>`. For `body_text`, keep `{calendly_link}` as-is on its own line — it gets substituted with the URL at runtime.
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**ActiveCampaign** (AC outbound only):
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- Ask for the `list_id` — "What ActiveCampaign list ID should contacts be added to? You can find this in ActiveCampaign under Lists → click the list → the ID is in the URL."
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Once you have all the information, generate the complete profile block as valid YAML. Read the current `config.yml` first to see if there are existing profiles.
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- If the file only has the placeholder `interview_outreach` profile with `YOUR_` values, replace it entirely.
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- If there are real profiles already, add the new one alongside them.
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- If the file only has the placeholder `interview_outreach` profile with `YOUR_` values, replace the entire `profiles` block with the new profile. Keep the commented-out `marketing_nudge` example at the bottom — it's useful reference for users who want to add an AC profile later.
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- If there are real profiles already (values that aren't `YOUR_*` placeholders), add the new profile alongside them.
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Show the user the generated YAML and ask them to confirm before writing it to `config.yml`.
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