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Found 47 Skills
Pipeline analysis composite. Pulls deal/meeting data from any CRM or tracking system, analyzes the pipeline over a user-defined period (weekly, fortnightly, monthly, quarterly), and produces both an executive summary and a detailed diagnostic report. Covers volume, qualification rates, source effectiveness, stage velocity, stuck deals, and actionable recommendations. Tool-agnostic — works with any CRM (Salesforce, HubSpot, Pipedrive, Close, Supabase, CSV).
Strategic automation architecture advisor. Use when users want to plan automation solutions, evaluate their tech stack (Shopify, Zoho, HubSpot, etc.), decide between n8n vs Python/Claude Code, or need guidance on production-ready automation design. Invokes plan mode for complex architectural decisions.
Reply.io platform help — multichannel sequences (email, LinkedIn, calls, SMS, WhatsApp), Jason AI SDR, B2B database, email warmup, deliverability tools, unified inbox, analytics, Salesforce/HubSpot integration, agency features. Use when asking 'how do I do X in Reply.io', setting up Reply.io sequences, configuring Jason AI, connecting Reply.io to Salesforce or HubSpot, using Reply.io warmup, or troubleshooting Reply.io deliverability. Do NOT use for general outbound cadence strategy (use /sales-cadence), cross-platform email deliverability (use /sales-deliverability), email tracking strategy (use /sales-email-tracking), building prospect lists (use /sales-prospect-list), or connecting Reply.io to other tools via Zapier (use /sales-integration).
Expert Clay platform consultant for B2B data enrichment and workflow automation. Use when the user asks about Clay tables, waterfall enrichment, Clay credits, Clay pricing, Claygent, Clayscript formulas, Clay CRM sync, Clay enrichment workflows, Clay integrations, Clay Chrome extension, Clay templates, or building data pipelines in Clay. Also triggers on "Clay workflow", "enrichment waterfall", "Clay credits", "Claygent", "Clayscript", "Clay + HubSpot", "Clay + Salesforce", "Clay table", "Clay providers", "enrich in Clay", "Clay API", "Clay column", "Clay formulas", "find emails", "email waterfall", "phone waterfall", "lead scoring", "Clay debugging". Do NOT use for general CRM questions without Clay context, standalone email tools (Findymail, Hunter), or non-Clay enrichment platforms.
Universal fallback for executing actions across 1,000+ apps when no other skill is available. Use this skill ONLY when user requests an action on an app/service not covered by other skills (e.g., Notion, Asana, Trello, HubSpot, Airtable, Linear, Monday, Zendesk, Intercom, Stripe, Shopify, QuickBooks, Zoom, Microsoft 365, Dropbox, Box, Figma, Jira, Confluence, etc.). Do NOT use if another skill already handles the service. Triggers on requests to connect to external apps, execute actions on third-party services, or when user asks "can you actually do X" for an unsupported service.
Connect to any external app and perform actions on it. Use when the user wants to interact with external services like Slack, Linear, HubSpot, Salesforce, Jira, GitHub, Google Sheets, or any other app — send messages, create tasks, sync data, manage contacts, or perform any API operation.
Email marketing automation for HubSpot/Klaviyo/Mailchimp (and similar ESPs): design trigger-based lifecycle workflows (welcome, onboarding, nurture, win-back, cart abandonment), define segmentation + suppression/frequency policies, troubleshoot deliverability (SPF/DKIM/DMARC, one-click unsubscribe, list hygiene), and measure incrementality/ROI (holdouts, RPE, retention economics).
Apideck Unified API integration patterns for C# and .NET. Use when building integrations with accounting software (QuickBooks, Xero, NetSuite), CRMs (Salesforce, HubSpot, Pipedrive), HRIS platforms (Workday, BambooHR), file storage (Google Drive, Dropbox, Box), ATS systems (Greenhouse, Lever), e-commerce, or any of Apideck's 200+ connectors using .NET. Covers the ApideckUnifySdk NuGet package, authentication, CRUD operations, pagination, error handling, and Vault connection management.
Generate UTM-tagged URLs for campaign tracking. Create consistent, organized tracking links for Google Analytics, HubSpot, and other analytics platforms. Supports bulk generation, naming conventions, and campaign documentation. Use when creating tracking links, campaign URLs, or organizing marketing attribution.
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.
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.
Sets up and operates Airbyte Agent Connectors — strongly typed Python packages for accessing 51+ third-party SaaS APIs through a unified entity-action interface. Supported services include Salesforce, HubSpot, Stripe, GitHub, Slack, Jira, Shopify, Zendesk, Google Ads, Notion, Linear, Intercom, Gong, and 36 more connectors spanning CRM, billing, payments, e-commerce, marketing, analytics, project management, helpdesk, developer tools, HR, and communication platforms. Make sure to use this skill when the user wants to connect to any SaaS API, install an airbyte-agent connector package, integrate third-party service data into a Python application or AI agent, query or search records from any supported service, or configure Airbyte MCP tools for Claude. Covers Platform Mode (Airbyte Cloud) and OSS Mode (local Python SDK).