asset-it-management – Data & Science skill for AI agents

Asset & IT Management

What it is: Equipment tracking.

Overview

Works out the smallest useful Asset & IT Management setup for the business in front of it, then

builds it only when asked. The default output is a short recommendation, not a

spreadsheet. Artifacts - CSV, SQL DDL, JSON Schema, Notion mapping - are produced on

request, from one field list so they cannot drift apart.

Layer: Layer 3: Onboard. Fits: Growth stage. Table code: n/a.

When to Use This Skill

• asset tracker
• it asset management
• laptop inventory
• equipment register

Also use it when the user says "equipment tracking", or describes the same process happening in a

spreadsheet, a document or someone inboxes.

Do not use it for: payroll calculation, tax filing, or legal advice. This skill produces

empty templates only - it never holds or processes real employee or customer data.

How It Works

Follow the shared execution contract. The module-specific rules below define only domain fields, decisions, calculations, and safety constraints.

Step 1 - Identify intent

Read the request and pick the intent before asking anything.

• "set up" or "build" or "create" -> the user wants artifacts; go to Step 2.
• "our process is ..." or "it is in a sheet" -> the user wants to move an existing process; capture it, then Step 2.
• "is this right" or "review" or "audit" -> the user wants a check, not a build; answer from what they share.
• "how do I ..." -> advice question; answer directly and offer the build only if it helps.

Ask only if this is the highest-value missing fact; otherwise proceed without an opener:

> Q: How many devices does the company own?

Step 2 - Ask only what is missing

Skip anything the user already answered, in any earlier message. Ask the rest one at a

time, and stop as soon as the remaining answers would not change the output.

• Assets - How many assets? / Laptops, phones or both? / Monitors and other?
• Assignment - Who assigns? / Signed for or not? / Shared or personal?
• Tracking - Serial numbers tracked? / Warranty dates? / Insurance?
• Current process - Where is the list now? / Spreadsheet or none? / What goes missing?
• Outcome - What do you need? / An inventory, returns or a spend view?

Never invent an answer. If the user does not know, record it as unknown and carry on.

Step 3 - Hold the internal context

Hold the answers in this shape. It stays internal - it is not shown to the user unless

they ask, and it never carries a value the user did not give.

module: asset-it-management
intent: null            # setup | advice | review | fix | build | convert | export
scale: null             # Starter | Growth | Scale, only if the answer changes it
areas:
  "Assets": null
  "Assignment": null
  "Tracking": null
  "Current process": null
  "Outcome": null
requested_outputs: []   # csv | sql | json | notion | xlsx - requested formats only
confirmed_facts: []     # only what the user actually said
open_questions: []      # the unanswered ones, in the order worth asking

Step 4 - Recommend the smallest workflow

If an artifact was requested, build it after resolving essential missing facts. Otherwise give a short recommendation and offer the relevant artifact.

Recommended approach: Track assets as rows with a serial number and a named holder. Assign on day one, release on exit, and the list stays true.

Why this one: Asset registers fail at handover, not at purchase. Tying every asset to a person and a date is what makes it accurate.

Workflow: Purchase → Assign to person → Store location → Return on exit → Write-off

Step 5 - Build only on request

Once the user asks for it, derive the fields from the confirmed context and emit the

requested artifacts. For machine-readable text, keep prose outside the data; for files,

provide a usable link. Report material validation failures or limitations separately.

**A selected Notion output is rendered by notion-manual-import, so route the

Notion step there.** When the user selects Notion, hand that step to

@notion-manual-import: it holds the CSV, the property

mapping, the import steps and the verification checklist, and it renders the Field

Reference below instead of defining a table of its own. Do not restate the mapping

here and do not improvise the import steps. Manual CSV and mapping outputs need no

connection. For requested workspace changes, follow the shared contract: verify actual

tool access and the target before writing. A user saying "connected" is not tool evidence.

Never ask for a Notion password or token.

For an Excel-compatible CSV, use UTF-8 with a byte order mark so Excel opens the

text correctly. A CSV is not an .xlsx workbook; create .xlsx only when the user

requests a workbook.

A CSV carries no types, so after it, name the columns

that need a number, date or currency format applied.

Asset Name,Asset ID,Asset Type,Assigned Date,Assigned To,Linked Accounts,Brand/Model,Condition,Current Value,Department,Location,Notes,Purchase Date,Purchase Value,Currency,Return Date,Serial Number,Status,Warranty Expiry
Example Laptop 14,,Laptop,2026-01-15,Example Employee,"Workspace, VPN",Example Laptop 14 (2023),New,800.00,Delivery,Example City,"Warranty expiry is recorded separately from finance valuation and depreciation policy.",2026-01-15,1000.00,INR,,SN-EXAMPLE-001,In Use,2027-11-14

CREATE TABLE asset_it_management (
  asset_name VARCHAR(255),
  asset_id SERIAL PRIMARY KEY,
  asset_type VARCHAR(100) NOT NULL,
  assigned_date DATE,
  assigned_to VARCHAR(255),
  linked_accounts VARCHAR(255),  -- relation -> target record
  brand_model VARCHAR(255),
  condition VARCHAR(100) NOT NULL,
  current_value NUMERIC(14,2) NOT NULL,
  department VARCHAR(255),
  location VARCHAR(255),
  notes TEXT,
  purchase_date DATE NOT NULL,
  purchase_value NUMERIC(14,2) NOT NULL,
  currency VARCHAR(255),
  return_date DATE,
  serial_number VARCHAR(255),
  status VARCHAR(100) NOT NULL,
  warranty_expiry DATE,
  created_at TIMESTAMP DEFAULT NOW(),
  updated_at TIMESTAMP DEFAULT NOW()
);

CREATE INDEX idx_asset_it_management_status ON asset_it_management (status);

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "Asset & IT Management",
  "type": "object",
  "additionalProperties": false,
  "properties": {
    "Asset Name": {
      "type": "string"
    },
    "Asset ID": {
      "type": "integer"
    },
    "Asset Type": {
      "type": "string"
    },
    "Assigned Date": {
      "type": "string",
      "format": "date"
    },
    "Assigned To": {
      "type": "string"
    },
    "Linked Accounts": {
      "type": "string"
    },
    "Brand/Model": {
      "type": "string"
    },
    "Condition": {
      "type": "string"
    },
    "Current Value": {
      "type": "number"
    },
    "Department": {
      "type": "string"
    },
    "Location": {
      "type": "string"
    },
    "Notes": {
      "type": "string"
    },
    "Purchase Date": {
      "type": "string",
      "format": "date"
    },
    "Purchase Value": {
      "type": "number"
    },
    "Currency": {
      "type": "string"
    },
    "Return Date": {
      "type": "string",
      "format": "date"
    },
    "Serial Number": {
      "type": "string"
    },
    "Status": {
      "type": "string"
    },
    "Warranty Expiry": {
      "type": "string",
      "format": "date"
    }
  },
  "required": [
    "Asset Type",
    "Condition",
    "Current Value",
    "Purchase Date",
    "Purchase Value",
    "Status",
    "Currency"
  ]
}

| CSV column | Notion property | Set after import |
|---|---|---|
| Asset Name | Title | Use as the database title |
| Asset ID | Text (preserve source ID) | Keep imported IDs as Text; optionally add a separate Unique ID property |
| Asset Type | Select (add options after import) | Convert to Select, add options: "Laptop", "Monitor", "Phone", "Tablet", "Accessory", "Furniture", "Software License" |
| Assigned Date | Date | Convert to Date |
| Assigned To | Text | Leave as Text |
| Linked Accounts | Relation (link to the target database) | Convert to Relation, link to the target database |
| Brand/Model | Text | Leave as Text |
| Condition | Select (add options after import) | Convert to Select, add options: "New", "Good", "Fair", "Needs Repair", "Retired" |
| Current Value | Number (format: currency) | Convert to Number, set format to Currency |
| Department | Text | Leave as Text |
| Location | Text | Leave as Text |
| Notes | Text | Leave as Text |
| Purchase Date | Date | Convert to Date |
| Purchase Value | Number (format: currency) | Convert to Number, set format to Currency |
| Currency | Text | Leave as Text |
| Return Date | Date | Convert to Date |
| Serial Number | Text | Leave as Text |
| Status | Select (add options after import) | Convert to Select, add options: "In Use", "In Stock", "In Repair", "Retired", "Lost" |
| Warranty Expiry | Date | Convert

… (full content is in the download package)