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Found 252 Skills
Open-source marketing operations control center for AI agent teams with CRM, outreach, content ops, and analytics powered by OpenClaw + SQLite
PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".
Expert patterns for HubSpot CRM integration including OAuth authentication, CRM objects, associations, batch operations, webhooks, and custom objects. Covers Node.js and Python SDKs. Use when: hubspot, hubspot api, hubspot crm, hubspot integration, contacts api.
Keap integration. Manage crm and marketing automation and sales data, records, and workflows. Use when the user wants to interact with Keap data.
Review InboxMate demos waiting for QA. Finds CRM opportunities at SCREENING with demoStatus=PENDING_REVIEW, opens each demo link, checks quality, and flags as OK_TO_SEND or NEEDS_FIX with a note explaining why.
Winn.ai platform help — real-time AI sales assistant with playbook adherence tracking, automated CRM updates, and live coaching. Use when setting up Winn.ai playbook templates for MEDDIC or BANT or SPICED, CRM fields not populating after sales calls in Salesforce or HubSpot, Winn.ai not tracking talking points during calls, choosing between Winn.ai and Gong or Sybill or Fathom for real-time guidance, understanding Winn.ai Pro vs Enterprise pricing and feature gating, configuring AI meeting prep briefs or follow-up emails, or Winn.ai Chrome extension not working during Zoom or Teams calls. Do NOT use for picking between note-takers generally (use /sales-note-taker) or reviewing a single call for coaching (use /sales-call-review).
Granola platform help — bot-free AI notepad for meetings, local audio capture (no bot joins calls), REST API at public-api.granola.ai/v1, MCP integration (beta), HubSpot/Attio/Affinity CRM sync, Zapier automation, pricing tiers (Free/Business $14/Enterprise $35). Use when setting up Granola for a sales team, configuring HubSpot CRM sync from meeting notes, building automations with the Granola API or Zapier triggers, choosing between Granola and other bot-free note-takers (Jamie, Krisp, Tactiq), troubleshooting blank notes or silent recording failures, or managing note sharing and privacy settings. Do NOT use for reviewing a single call for coaching (use /sales-call-review) or comparing note-taker platforms broadly (use /sales-note-taker).
Siro platform help — AI field sales coaching via mobile recording, real-time Halftime mid-call coaching, automated CRM data capture, conversation analytics, follow-up draft generation. Use when setting up Siro for a field sales team, configuring Siro CRM integration with Salesforce or HubSpot via Merge, Siro recording quality or battery drain issues on job sites, building a custom integration with Siro's REST API and webhooks, comparing Siro vs Rilla vs SalesAsk for field sales coaching, or Siro coaching prompts feel too generic for your vertical. Do NOT use for virtual/video meeting note-taking (use /sales-note-taker) or building a coaching program (use /sales-coaching).
Momentum platform help — AI revenue orchestration with automated CRM updates, Slack Deal Rooms, MEDDIC Autopilot, AI coaching, churn signals, and executive briefs. Use when Salesforce fields never get updated after calls, deal rooms in Slack are noisy or disorganized, MEDDIC tracking is inconsistent across reps, post-call action items aren't making it into the CRM, you need churn risk signals from customer conversations, or AI coaching scores don't match what you see on calls. Do NOT use for building outbound sequences (use /sales-cadence) or picking an AI note-taker (use /sales-note-taker).
Jamie platform help — bot-free AI meeting note-taker, REST API with personal and workspace keys, webhook automations, CRM sync to HubSpot/Salesforce/Attio, MCP server for Claude/ChatGPT/Cursor. Use when setting up Jamie for a sales team, connecting Jamie webhooks to Make.com or a custom endpoint, pulling meeting transcripts and summaries via Jamie API, syncing Jamie action items to Asana or CRM, troubleshooting Jamie not recording or missing speakers, comparing Jamie pricing tiers, or configuring Jamie speaker recognition. Do NOT use for choosing between note-takers (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review).
People.ai (now Backstory) platform help — automatic activity capture, deal intelligence, pipeline health, revenue forecasting, MCP integration, Salesforce/Dynamics/Oracle CRM sync. Use when reps aren't logging activities and CRM data is stale, deals are slipping without warning and you need early risk signals, forecast accuracy is poor because it's based on gut not data, evaluating People.ai vs Gong vs Clari vs Revenue.io for revenue intelligence, activity data isn't tying back to pipeline or revenue outcomes, or you want to connect People.ai to AI agents via MCP. Do NOT use for conversation intelligence with call recording and transcription (use /sales-gong or /sales-note-taker), building outbound sequences (use /sales-cadence), or general CRM data cleanup strategy (use /sales-data-hygiene).
Read.ai platform help — meeting intelligence with engagement/sentiment analytics, Search Copilot across meetings/email/chat, Ada digital twin, REST API (beta) + MCP Server (`api.read.ai/mcp/`), OAuth auth, webhook automations (`meeting_end` events with HMAC signing), CRM sync to Salesforce/HubSpot, Zapier/n8n workflows, 20+ language transcription. Use when setting up Read.ai webhooks or API integration, connecting Read.ai transcripts to a CRM or data warehouse, configuring Read.ai engagement analytics for a sales team, comparing Read.ai pricing tiers, troubleshooting Read.ai auto-joining meetings without permission, or setting up the Read.ai MCP server with Claude or Cursor. Do NOT use for picking between note-takers (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review).