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Found 95 Skills
MaxIQ platform help — AI-native revenue intelligence with EchoIQ conversation intelligence, InspectIQ pipeline visibility, ForecastIQ AI-driven forecasting, 9 AI agents (NoteTaker, Radar, Summarizer, Coach, Taskmaster, Watchdog, Forecaster, Revenue Planner, Deal Mapper), usage-based pricing (no per-seat), Salesforce/HubSpot CRM sync. Use when EchoIQ not capturing all meeting types, AI Coach scoring criteria not matching your sales process, CRM fields not auto-populating from calls, InspectIQ deal signals seem inaccurate, ForecastIQ predictions not matching reality, comparing MaxIQ vs Gong vs Clari for revenue intelligence, setting up AI Radar keyword tracking, or evaluating usage-based CI pricing vs per-seat alternatives. Do NOT use for designing outbound cadences (use /sales-cadence) or cross-platform coaching programs (use /sales-coaching).
Vitally platform help — Health Scores, Playbooks, Projects, Automation, AI copilot, NPS, Dashboards, REST API. Use when health scores aren't reflecting reality, playbook automations aren't triggering, Salesforce or HubSpot sync is broken, onboarding projects are stalling, NPS surveys aren't reaching users, Vitally AI summaries seem off, custom traits aren't updating via API, or dashboards show stale data. Do NOT use for general customer success strategy (use /sales-customer-success) or survey design 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).
Guide the user through connecting a new data warehouse source — Postgres, MySQL, Stripe, Hubspot, MongoDB, Salesforce, BigQuery, Snowflake, and so on. Use when the user wants to "connect Stripe", "import data from Postgres", "add a new data source", "sync my warehouse tables", or wants to pick sync methods for each table. Walks through source-type discovery, credential validation, table discovery, per-table sync_type selection, and the final create call. Also covers picking a good prefix and what to do right after creation.
Aggregates PayPal disputes, HubSpot feedback and tickets, and email sentiment (plus pasted or exported Google/Yelp reviews) into a themes report with verbatim evidence and a "do these three things this week" list. Use when the user asks how customers are feeling, for review analysis, what people are saying, or about disputes.
Produces a one-page cross-functional business snapshot for SMB owners — cash position (QuickBooks), sales trend (PayPal/Square), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail/Slack), and the single most important thing needing attention today. Proactively tries every available connector and gracefully scopes to whatever is connected — one connector gives a partial pulse; the full stack gives the full picture. Trigger when the user asks how the business is doing, wants a snapshot, a weekly summary, a Monday brief, or says anything like "what am I missing" or "catch me up on the business."
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.
Route all integration, apps, and third-party platform tasks through Pica. Use this skill whenever the user mentions integrations, connecting apps, or interacting with platforms like Gmail, Slack, HubSpot, Notion, Linear, and 200+ others.
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.