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Found 158 Skills
LeadIQ platform help — Chrome extension-first B2B prospecting with AI outreach writing, champion tracking, and CRM enrichment via GraphQL API. Use when captured contacts from LinkedIn have wrong phone numbers, Salesforce sync keeps assigning leads to wrong accounts, Chrome extension freezes or won't load on LinkedIn, credits are burning too fast on phone lookups, HubSpot integration is too complex through Workato, or Scribe AI emails sound too generic. Do NOT use for building prospect lists across multiple tools (use /sales-prospect-list), general enrichment strategy across providers (use /sales-enrich), outbound sequence design (use /sales-cadence).
Boomi platform help — enterprise iPaaS, 1000+ connectors, API Management, Data Hub MDM, Flow low-code builder, Event Streams, B2B/EDI, AgentStudio AI agents, MCP support. Use when Boomi integration keeps failing or data isn't syncing, connector won't authenticate to SAP or Salesforce, per-connection pricing is spiraling and you need to optimize, debugging a Boomi process is painful with vague error messages, evaluating Boomi vs MuleSoft vs Workato, or setting up API management and governance. Do NOT use for simple Zapier/Make automations (use /sales-integration) or MuleSoft-specific questions (use /sales-mulesoft).
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.
Guides building and deploying Atlassian Forge Teamwork Graph connector apps that ingest external data into Atlassian's Teamwork Graph, making it searchable in Rovo Search and surfaced in Rovo Chat. Use when the user wants to build a Forge connector, ingest external data into Atlassian, connect a third-party tool (e.g. Google Drive, ServiceNow, Salesforce) to Atlassian, make external content searchable in Rovo, build a graph:connector module, use the @forge/teamwork-graph SDK, or implement onConnectionChange / validateConnection functions.
Cluely platform help — real-time AI meeting assistant with live coaching overlay, pre-call briefs, meeting notes, conversation analytics, and knowledge base RAG. Use when setting up Cluely for live AI prompts during sales calls, configuring the knowledge base with company docs for real-time RAG retrieval, connecting Cluely to HubSpot or Salesforce via Merge.dev, troubleshooting transcription accuracy or speaker attribution errors, comparing Cluely Pro vs Pro + Undetectability plans, or setting up team coaching scorecards and missed opportunity tracking. Do NOT use for choosing between AI note-takers across vendors (use /sales-note-taker) or reviewing a call for coaching (use /sales-call-review).
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).
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).
Read.ai platform help — meeting intelligence with engagement/sentiment analytics, Search Copilot across meetings/email/chat, Ada digital twin, REST API (beta) + MCP Server (`api.read.ai/mcp/`), OAuth auth, webhook automations (`meeting_end` events with HMAC signing), CRM sync to Salesforce/HubSpot, Zapier/n8n workflows, 20+ language transcription. Use when setting up Read.ai webhooks or API integration, connecting Read.ai transcripts to a CRM or data warehouse, configuring Read.ai engagement analytics for a sales team, comparing Read.ai pricing tiers, troubleshooting Read.ai auto-joining meetings without permission, or setting up the Read.ai MCP server with Claude or Cursor. Do NOT use for picking between note-takers (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review).
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).
Connect SaaS data (HubSpot, Stripe, Salesforce, GitHub, Slack, etc.) to Wren Engine for SQL analysis. Guides the user through the full flow: install dlt, pick a SaaS source, set up credentials, run the data pipeline into DuckDB, then auto-generate a Wren semantic project from the loaded data. Use this skill whenever the user mentions: connecting SaaS data, importing data from an API, dlt pipelines, loading HubSpot/Stripe/Salesforce/GitHub/Slack data, querying SaaS data with SQL, or setting up a new data source from a REST API. Also trigger when the user already has a dlt-produced DuckDB file and wants to create a Wren project from it.
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.
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.