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agent-cheatsheet-builder

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Chinese

Agent Cheat Sheet Builder

Agent速查表生成工具

What This Does

功能介绍

Generates a one-page cheat sheet for a non-technical business owner so they know exactly what their Hermes agent can do, how to ask for things, and what the agent will never do without their approval. Designed for owners in their 60s who have never used AI — plain English, large print, no jargon.
为非技术背景的企业主生成一页速查表，让他们清楚了解自己的Hermes Agent能做什么、如何提出需求，以及Agent在未获得批准时绝对不会执行的操作。专为从未使用过AI的60岁以上企业主设计——采用通俗易懂的语言、大字体、无专业术语。

When to Use

使用场景

  • Onboarding a non-technical owner to their agent for the first time
  • After wiring a new integration (email, payments, CRM, marketing) — regenerate
  • Part of a hackathon demo or handoff package
  • Any small business using Hermes that needs a "fridge sheet" for the owner
  • 首次向非技术企业主介绍其Agent时
  • 完成新集成（邮件、支付、CRM、营销）配置后——重新生成速查表
  • 作为黑客松演示或交接包的一部分
  • 任何使用Hermes的小型企业，需要为老板准备一份“冰箱贴式速查表”

How It Works

工作流程

Step 1: Scan Installed Skills

步骤1：扫描已安装的技能

bash
ls ~/.hermes/skills/productivity/ ~/.hermes/skills/email/ ~/.hermes/skills/payments/
For each skill, read the SKILL.md frontmatter (name + description) to understand what the agent can actually do. Categorize each as:
  • Wired — has env vars set, verified working (check .env + verification checklist)
  • Documented — skill exists but not wired (checkmarks in verification section)
  • Not applicable — skill installed but not relevant to this business
bash
ls ~/.hermes/skills/productivity/ ~/.hermes/skills/email/ ~/.hermes/skills/payments/
针对每个技能，读取SKILL.md的前置信息（名称+描述），了解Agent实际能执行的功能。将每个技能分类为：
  • 已配置可用——已设置环境变量，经验证可正常工作（检查.env文件和验证清单）
  • 仅文档记录——技能存在但未配置（检查验证部分的勾选框）
  • 不适用——已安装但与当前业务无关的技能

Step 2: Identify the Owner's Real Flows

步骤2：梳理企业主的实际业务流程

Map skills to everyday business scenarios the owner recognizes. Examples:
  • "When a new lead comes in" → lead-to-payment + email (himalaya)
  • "When you need to send a payment link" → stripe-payments
  • "When you want to check your contacts" → crm-lite
  • "When you want to send a marketing email" → mailchimp-integration
将技能映射到企业主熟悉的日常业务场景。示例：
  • “当有新潜在客户进入时” → 潜在客户转化支付流程 + 邮件（himalaya）
  • “当你需要发送支付链接时” → stripe-payments
  • “当你想查看联系人信息时” → crm-lite
  • “当你想发送营销邮件时” → mailchimp-integration

Step 3: Generate the Cheat Sheet

步骤3：生成速查表

Use the template below. Fill in the business name, owner names, and real flows from the scan. The sheet should be:
  • One page (printable on 8.5x11 or A4)
  • Large font (14-16pt minimum, headings 18-20pt)
  • Plain English — no technical terms without explaining them
  • Action-oriented — "Say this → Agent does this"
  • Honest about limits — "Agent CANNOT do X" is as important as what it can do
使用下方模板。填入企业名称、企业主姓名以及扫描得到的实际业务流程。速查表需满足：
  • 单页（可在8.5x11英寸或A4纸打印）
  • 大字体（最小14-16号，标题18-20号）
  • 通俗易懂——无未解释的技术术语
  • 面向操作——“这么说 → Agent会做这件事”
  • 明确限制——“Agent无法执行X操作”与它能做的事同样重要

Step 4: Export

步骤4：导出

Generate as markdown → convert to PDF using 
pandoc
or print directly. Also save a plain-text version for Telegram delivery.
先生成markdown格式 → 使用
pandoc
转换为PDF或直接打印。同时保存纯文本版本，以便通过Telegram发送。

Cheat Sheet Template

速查表模板

markdown
undefined
markdown
undefined

[BUSINESS NAME] — Your Agent Cheat Sheet

[企业名称] — 你的Agent速查表

Keep this by your phone. This is what your agent can do for you.
把这个贴在手机旁。这是你的Agent能为你做的事。

How to Talk to Your Agent

如何与你的Agent交流

Just text it in Telegram — the same way you text anyone else. No special commands. No apps to install. Just type what you need.
Examples of what to say:
  • "Check the email for new leads"
  • "I have a new lead: Jane Doe, 2400 sqft house in [CITY], cigarette smoke"
  • "What's the estimate for a 3000 sqft home in [CITY], light smoke?"
  • "Send a payment link to john@example.com for $2,800"
  • "Show me my recent leads"
  • "Send a marketing email to all realtors about our summer special"
直接在Telegram里发消息——就像给其他人发短信一样。 无需特殊命令，无需安装应用，只需输入你的需求。
示例话术：
  • "查看邮件中的新潜在客户"
  • "我有一个新潜在客户：Jane Doe，[城市]的2400平方英尺房屋，有烟味"
  • "[城市]一套3000平方英尺的轻度烟味房屋，报价是多少？"
  • "给john@example.com发送一个2800美元的支付链接"
  • "展示我最近的潜在客户"
  • "给所有房产经纪人发送关于夏季特惠的营销邮件"

What Your Agent Can Do

你的Agent能做什么

📬 Read Your Email

📬 读取你的邮件

Say: "Check the email" or "Any new leads in the inbox?" Agent does: Reads your inbox, finds new messages, identifies which ones are real leads vs junk. Shows you a summary.
你可以说："查看邮件"或"收件箱里有新潜在客户吗？" **Agent会：**读取你的收件箱，查找新消息，区分真实潜在客户与垃圾邮件，并为你展示摘要。

💰 Create Estimates

💰 创建报价单

Say: "New lead: [name], [sqft] [property type] in [city], [odor type]" Agent does: Calculates the real price using your actual rate card. Shows you the estimate for approval before anything goes out.
你可以说："新潜在客户：[姓名]，[城市]的[面积]平方英尺[房产类型]，有[异味类型]" **Agent会：**使用你的实际价目表计算准确价格，展示报价单供你批准后再发送。

✅ Get Your Approval

✅ 需获得你的批准

Agent will always ask you before:
  • Sending an estimate to a customer
  • Sending a payment link
  • Sending any email on your behalf
  • Spending any money
You just reply "yes" or "approve" in Telegram. That's it.
Agent在执行以下操作前总会询问你：
  • 向客户发送报价单
  • 发送支付链接
  • 代表你发送任何邮件
  • 进行任何消费
你只需在Telegram里回复"是"或"批准"即可。就这么简单。

💳 Send Payment Links

💳 发送支付链接

Say: "Send a payment link to [customer] for $[amount]" Agent does: Creates a Stripe payment link and shows it to you. After you approve, it sends the link to the customer.
你可以说："给[客户]发送一个[金额]美元的支付链接" **Agent会：**创建Stripe支付链接并展示给你，获得你的批准后发送给客户。

📇 Track Your Leads & Customers

📇 跟踪潜在客户与客户信息

Say: "Show me my recent leads" or "What's the status on Jane Doe?" Agent does: Looks up the customer in the CRM, shows you their status, estimate amount, and whether they've paid.
你可以说："展示我最近的潜在客户"或"Jane Doe的进展如何？" **Agent会：**在CRM中查找客户信息，展示其状态、报价金额以及是否已付款。

📧 Send Marketing Emails

📧 发送营销邮件

Say: "Send a campaign to all realtors about [topic]" Agent does: Creates a Mailchimp campaign, shows you a draft for approval, sends a test to you first. You approve → it goes out to your list.
你可以说："给所有房产经纪人发送关于[主题]的营销活动邮件" **Agent会：**创建Mailchimp营销活动，展示草稿供你批准，先给你发送测试邮件。你批准后，邮件会发送到你的联系人列表。

🌐 Your Website

🌐 你的网站

Agent can: Pay for website tools (with your approval) and help plan website updates. The agent cannot edit the website directly — that's done in the Base44 builder by a person.
**Agent可以：**在获得你批准后支付网站工具费用，并协助规划网站更新。但Agent无法直接编辑网站——这项工作需要由人工在Base44编辑器中完成。

What Your Agent CANNOT Do

你的Agent无法做什么

  • ❌ It will NOT send anything to a customer without your OK
  • ❌ It will NOT spend money without your approval
  • ❌ It will NOT make phone calls
  • ❌ It will NOT delete or change your email
  • ❌ It cannot edit the website directly (no Base44 automation)
  • ❌ It cannot access QuickBooks yet (coming later)
  • ❌ 未获得你的许可，绝不会向客户发送任何内容
  • ❌ 未获得你的批准，绝不会进行任何消费
  • ❌ 不会拨打任何电话
  • ❌ 不会删除或修改你的邮件
  • ❌ 无法直接编辑网站（无Base44自动化功能）
  • ❌ 目前无法访问QuickBooks（后续将支持）

If Something Looks Wrong

如果出现异常情况

Just say "stop" and the agent will stop what it's doing. Then call [FAMILY CONTACT] and describe what happened.
The agent is a helper, not a boss. You're always in charge.
只需说**"停止"**，Agent就会立即停止当前操作。 然后联系[家人联系人]并描述发生的情况。
Agent只是助手，不是老板。始终由你掌控全局。

Quick Reference

快速参考表

You say...Agent does...
"Check email"Reads inbox, summarizes leads
"New lead: [details]"Creates estimate, asks for approval
"Send payment link to [email]"Creates Stripe link, asks for OK
"Show recent leads"Lists leads from CRM with status
"Send campaign about [topic]"Drafts Mailchimp email for approval
"stop"Stops whatever it's doing
Your agent runs on Telegram. It's available whenever you need it. No computer required — just your phone.
Built with Hermes Agent
undefined
你可以说...Agent会做...
"查看邮件"读取收件箱，汇总潜在客户信息
"新潜在客户：[详情]"创建报价单，请求你的批准
"给[邮箱]发送支付链接"创建Stripe链接，请求你的许可
"展示最近的潜在客户"列出CRM中的潜在客户及其状态
"发送关于[主题]的营销活动邮件"起草Mailchimp邮件供你批准
"停止"立即停止当前操作
你的Agent在Telegram上运行，随时为你服务。 无需电脑——只需你的手机即可使用。
基于Hermes Agent构建
undefined

Customization Rules

自定义规则

  1. Owner names: Use real first names (e.g., the owner's actual first name) not "the owner"
  2. Business specifics: Replace [BUSINESS NAME], [sqft], [odor type] with examples that match the actual business
  3. Wired vs documented: Only list capabilities that actually work. If QuickBooks isn't wired, don't list it as a capability — list it under "Coming Later"
  4. Contact info: Put the real family contact or IT support person
  5. Tone: Friendly, direct, respectful. These are smart adults who just haven't used AI before. Don't dumb it down — just keep it plain
  6. Length: One page. If it's too long, cut capabilities that aren't wired yet. The sheet should only show what works TODAY.
  1. **企业主姓名：**使用真实的名字（例如企业主的本名），而非“企业主”
  2. **业务细节：**将[企业名称]、[面积]、[异味类型]替换为符合实际业务的示例
  3. **已配置可用vs仅文档记录：**仅列出实际可用的功能。如果QuickBooks未配置，不要将其列为可用功能——而是放在“即将支持”部分
  4. **联系信息：**填写真实的家人联系人或IT支持人员信息
  5. **语气：**友好、直接、尊重。这些是聪明的成年人，只是从未使用过AI。无需刻意简化，只需保持语言通俗易懂
  6. **篇幅：**单页。如果内容过长，删减尚未配置的功能。速查表应仅展示当前可用的功能。

Common Pitfalls

验证清单

  • Don't list unwired features as available. If it can't do it today, it goes under "Coming Later" or gets cut entirely. Trust is built on accurate expectations.
  • Don't use technical terms. "CRM" is fine if you explain it. "SQLite database" is not. "API" is not. "Integration" is borderline — say "connection" instead.
  • Don't overwhelm. One page, 7-10 capabilities max. If there are more, group them into broader categories.
  • Test with the actual owner. The cheat sheet isn't done until the owner can read it and know what to do without asking a question.
  • Update when things change. When a new integration is wired, regenerate. Don't let the sheet go stale — that's worse than not having one.
  • 已扫描已安装的技能
  • 已完成已配置可用vs仅文档记录的分类
  • 已基于模板生成速查表
  • 仅列出已配置可用的功能
  • 已填入企业主姓名和业务细节
  • 已包含支持联系信息
  • 打印后可在单页显示
  • 企业主无需询问即可读懂并知道如何操作

Verification Checklist

—
  • Installed skills scanned
  • Wired vs documented categorization complete
  • Cheat sheet generated from template
  • Only wired capabilities listed as available
  • Owner names and business specifics filled in
  • Contact info included for support
  • Fits on one page when printed
  • Owner can read it and know what to do without asking
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