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Found 216 Skills
Use this skill when configuring CRM workflows, managing sales pipelines, building forecasting models, or optimizing CRM data hygiene. Triggers on Salesforce, HubSpot, CRM workflows, pipeline management, deal stages, forecasting, CRM automation, and any task requiring CRM architecture or process optimization.
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).
Sprout Social platform help — Publishing, Smart Inbox, Analytics, Social Listening (add-on), Influencer Marketing, Employee Advocacy, AI Assist, API, Salesforce/HubSpot/Zendesk integrations. Use when Sprout Social posts aren't publishing on schedule, Smart Inbox is overwhelming and hard to triage, analytics reports don't show the metrics you need, social listening queries return too much noise, influencer campaigns in Sprout lack visibility, employee advocacy adoption is low, AI Assist suggestions feel off, CRM sync keeps disconnecting, or you're deciding between Sprout Social and Hootsuite/Buffer/Agorapulse. Do NOT use for social listening strategy across tools (use /sales-social-listening), influencer marketing strategy (use /sales-influencer-marketing), social media management strategy (use /sales-social-media-management), or employee advocacy strategy (use /sales-employee-advocacy).
Create and troubleshoot AWS Glue connections to JDBC databases (Oracle, SQL Server, PostgreSQL, MySQL, RDS), Redshift, Snowflake, and BigQuery. Gathers connection hints from user, discovers existing connections and RDS/Redshift candidates, registers credentials in Secrets Manager or IAM DB auth, configures VPC, and tests. Triggers on: connect to database, set up Glue connection, register data source, connect to Snowflake/BigQuery/RDS, connection timeout, test connection, troubleshoot connection. Do NOT use for moving data (use ingesting-into-data-lake), creating tables (use creating-data-lake-table), queries (use querying-data-lake), catalog exploration (use exploring-data-catalog), or SaaS (Salesforce, ServiceNow, SAP, MongoDB, Kafka).
Generates importable n8n workflow JSON files that sync data between Personize and 400+ apps. Produces ready-to-import workflows for batch sync, webhook ingestion, per-record AI enrichment, and data export — no code required. Use this skill whenever the user wants no-code integrations, visual workflows, n8n automation, or to connect Personize to HubSpot, Salesforce, Google Sheets, Slack, Postgres, or any app without writing code. Also trigger when they mention 'workflow automation', 'scheduled sync without code', 'visual pipeline', or 'connect Personize to [app]' and don't want to write TypeScript.
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).
Planhat platform help — Health Scores, Agentic Automation, Revenue Management, CRM Sync, Enduser Tracking, Projects, NPS, REST API, MCP Server. Use when health scores aren't reflecting churn risk, CRM sync is overwriting fields or not pulling data, metrics take hours to build and formulas keep breaking, automation rules aren't triggering, revenue or license data doesn't match Salesforce, enduser tracking isn't capturing product usage, or the Planhat API returns unexpected errors. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).
Supernormal platform help — AI agent for agencies that turns meeting context into deliverables (pitch decks, briefs, emails, spreadsheets). Use when setting up Supernormal desktop app for bot-free recording, Supernormal AI agents not generating deliverables, Supernormal credits running out or credit system confusion, Supernormal bot joining Zoom calls uninvited, comparing Supernormal to Sembly or Fathom or Fireflies for agency work, Supernormal MCP integration, Supernormal Slack or CRM sync to HubSpot or Salesforce, or Supernormal transcription accuracy issues with accents. Do NOT use for choosing between AI note-takers (use /sales-note-taker) or general meeting transcript API integration (use /sales-note-taker).
Step-by-step guide for creating new internal MCP server integrations in Dust that connect to remote platforms (Jira, HubSpot, Salesforce, etc.). Use when adding a new MCP server, implementing a platform integration, or connecting Dust to a new external service.
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).
Cross-cutting OmniStudio analysis skill for namespace detection, dependency visualization, and impact analysis across OmniScripts, FlexCards, Integration Procedures, and Data Mappers. Use this skill to detect which OmniStudio namespace an org uses, build directed dependency graphs, perform impact analysis, and generate Mermaid diagrams of component relationships. TRIGGER when: user asks about OmniStudio dependencies, wants namespace detection (Core vs vlocity_cmt vs vlocity_ins), needs impact analysis, requests dependency diagrams, or asks which components are affected by a change. DO NOT TRIGGER when: authoring OmniScripts (use building-omnistudio-omniscript), building FlexCards (use building-omnistudio-flexcard), creating Integration Procedures (use building-omnistudio-integration-procedure), or configuring Data Mappers (use building-omnistudio-datamapper).