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Found 312 Skills
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.
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.
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.
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.
Clay platform help — Waterfall Enrichment (150+ data providers), Claygent (AI Research Agents), Sculptor (workflow builder), Signals (job changes, intent), Audiences, Ad Sync (LinkedIn/Meta/Google), Email Sequencer, CRM Sync (Salesforce/HubSpot/Dynamics), HTTP API actions, webhooks. Use when asking 'how do I set up Clay', 'Clay waterfall enrichment', 'Clay Claygent', 'Clay Sculptor workflows', 'Clay signals', 'Clay audiences', 'Clay ad sync', 'Clay sequencer', 'Clay CRM sync', 'Clay webhooks', 'Clay vs Apollo'. Do NOT use for enrichment strategy across tools (use /sales-enrich), cadence/sequence strategy across tools (use /sales-cadence), intent signal strategy across tools (use /sales-intent), B2B advertising strategy across tools (use /sales-b2b-advertising), or CRM data hygiene strategy across tools (use /sales-data-hygiene).
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).
Tactiq platform help — Chrome extension AI meeting note-taker with bot-free live transcription for Google Meet, Zoom, and MS Teams. Use when Tactiq transcription accuracy is poor with accents, AI credits running out too fast, setting up Tactiq workflows to push notes to Slack or Notion, connecting Tactiq to HubSpot or Salesforce via Zapier, figuring out which Tactiq plan to pick, or comparing Tactiq to Fathom or Fireflies. Do NOT use for choosing between note-takers generally (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review).
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.
MUST activate before editing ANY file under uiBundles/*/src/ for visual or UI changes to an EXISTING app — pages, components, sections, layout, styling, colors, fonts, navigation, animations, or any look-and-feel change. Use this skill when modifying pages, components, layout, styling, or navigation in an existing UI bundle app. Activate when the project contains appLayout.tsx, routes.tsx, src/pages/, src/components/, or global.css. This skill contains critical project-specific conventions (appLayout.tsx shell, shadcn/ui components, Tailwind CSS, Salesforce base-path routing, module restrictions) that override general knowledge. Without this skill, generated code will use wrong imports, break routing, or ignore project structure. Do NOT use when creating a new app from scratch (use experience-ui-bundle-app-coordinate instead).
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.