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Found 127 Skills
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.
Search and retrieve context from Airweave collections. Use when users ask about their data in connected apps (Slack, GitHub, Notion, Jira, Confluence, Google Drive, Salesforce, databases, etc.), need to find documents or information from their workspace, want answers based on their company data, or need you to check app data for context to complete a task.
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.
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.
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.
Build apps that integrate with external services via Membrane. Use when the user wants to add integrations to their product — let their customers connect to Slack, HubSpot, Salesforce, GitHub, Google Sheets, Jira, or any other app, execute actions, sync data, or handle webhooks. Covers backend token generation, frontend connection UI, running actions, data collections, and AI agent tooling.
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).
Jiminny platform help — conversation intelligence, revenue intelligence, AI notetaker, sales coaching, and automatic CRM logging. Use when setting up Jiminny call recording or transcription, configuring Jiminny CRM sync to Salesforce or HubSpot, connecting Jiminny to a dialer like Aircall or Dialpad, troubleshooting calls not appearing in Jiminny or tagging delays, pulling activity data from the Jiminny API, comparing Jiminny vs Gong pricing or features, or evaluating Jiminny for pipeline visibility. Do NOT use for general coaching program design (use /sales-coaching) or comparing standalone AI note-takers (use /sales-note-taker).
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).
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).
Tableau platform help — Tableau Desktop, Tableau Cloud, Tableau Server, Tableau Prep, Tableau Pulse, Embedding API, REST API (v3.28, PAT/JWT auth, 300+ endpoints), MCP server, and Tableau+. Use when dashboards are slow with large datasets, LOD expressions or calculated fields aren't working, licensing costs are confusing or spiraling, Tableau won't connect to Salesforce or your data warehouse, embedded analytics aren't rendering, Tableau Prep flows keep failing, or you need help choosing Creator vs Explorer vs Viewer licenses. Do NOT use for general CRM config (use /sales-salesforce) or sales forecasting methodology (use /sales-forecast).