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Found 252 Skills
Auto-generates weekly KPI reports from multiple data sources including Supabase analytics, CRM data, financial spreadsheets, and email metrics. Produces executive-ready reports with dashboards, trends, highlights, concerns, and action items.
Identify inactive/at-risk customers via CRM filters and create follow-up tasks at scale. Builds on `bulk-operations`; defers activity-creation specifics to `sales-execution`.
Match external CSV/JSONL records to CRM contacts (by email) or companies (by domain) and write enriched data back in one pass using `hubspot objects upsert`.
Log sales activities — calls, notes, meetings, tasks — against contacts and deals, with the mandatory create-then-associate step that makes them visible in the CRM.
Manage HubSpot CRM contacts, companies, deals, and CMS content via API. Use when the user says "add contact to HubSpot", "create deal", "search CRM", "HubSpot contacts", "update deal stage", "CRM report", "HubSpot pages", or asks about managing their sales pipeline, CRM data, or HubSpot content.
When the user wants to build or improve a sales bot's ability to create handoff summaries and conversation notes. Also use when the user mentions "conversation summary," "handoff notes," "call notes," "CRM updates," or "conversation documentation."
When the user wants to set up, improve, or audit sales metrics and pipeline tracking. Also use when the user mentions "sales metrics," "pipeline tracking," "CRM setup," "sales dashboard," "activity tracking," "conversion tracking," "win rate," or "sales reporting." For testing sales approaches, see ab-test-setup.
Extract structured company lists from directories with Firecrawl. Use for scraping YC, Crunchbase, Product Hunt, G2, startup directories, category directories, or custom company databases into JSON, CSV, CRM-ready lists, or research tables.
Check the status of existing agreements with a vendor across all connected systems — CLM, CRM, email, and document storage — with gap analysis and upcoming deadlines. Use when onboarding or renewing a vendor, when you need a consolidated view of what's signed and what's missing (MSA, DPA, SOW), or when checking for approaching expirations and surviving obligations.
Use when developing Salesforce applications, Apex code, Lightning Web Components, SOQL queries, triggers, integrations, or CRM customizations. Invoke for governor limits, bulk processing, platform events, Salesforce DX.
Seismic platform help — Enablement Cloud, content management, Learning & Coaching, Aura AI, Digital Sales Rooms, Meeting Intelligence, LiveSend, LiveDocs, Programs, Seismic Exchange, API & integrations. Use when asking 'how do I do X in Seismic', configuring Seismic content library, setting up Learning paths, building Digital Sales Rooms, using LiveSend tracking, generating LiveDocs, managing enablement programs, using Aura AI, or integrating Seismic with CRM. Do NOT use for general sales content strategy (use /sales-content), sales coaching frameworks (use /sales-coaching), cross-platform deal room strategy (use /sales-deal-room), or connecting tools via Zapier (use /sales-integration).
Salesforce Data Cloud product orchestrator for connect→prepare→harmonize→segment→act workflows. Use this skill when the user needs a multi-step Data Cloud pipeline, cross-phase troubleshooting, or data space and data kit management. TRIGGER when: user needs a multi-step Data Cloud pipeline, asks to set up or troubleshoot Data Cloud across phases, manages data spaces or data kits, or wants a cross-phase sf data360 workflow. DO NOT TRIGGER when: work is isolated to a single phase (use the matching phase-specific skill), the task is STDM/session tracing/parquet telemetry (use observing-agentforce), standard CRM SOQL (use querying-soql), or Apex implementation (use generating-apex).