Loading...
Loading...
Found 78 Skills
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).
Granola platform help — bot-free AI notepad for meetings, local audio capture (no bot joins calls), REST API at public-api.granola.ai/v1, MCP integration (beta), HubSpot/Attio/Affinity CRM sync, Zapier automation, pricing tiers (Free/Business $14/Enterprise $35). Use when setting up Granola for a sales team, configuring HubSpot CRM sync from meeting notes, building automations with the Granola API or Zapier triggers, choosing between Granola and other bot-free note-takers (Jamie, Krisp, Tactiq), troubleshooting blank notes or silent recording failures, or managing note sharing and privacy settings. Do NOT use for reviewing a single call for coaching (use /sales-call-review) or comparing note-taker platforms broadly (use /sales-note-taker).
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).
Jamie platform help — bot-free AI meeting note-taker, REST API with personal and workspace keys, webhook automations, CRM sync to HubSpot/Salesforce/Attio, MCP server for Claude/ChatGPT/Cursor. Use when setting up Jamie for a sales team, connecting Jamie webhooks to Make.com or a custom endpoint, pulling meeting transcripts and summaries via Jamie API, syncing Jamie action items to Asana or CRM, troubleshooting Jamie not recording or missing speakers, comparing Jamie pricing tiers, or configuring Jamie speaker recognition. Do NOT use for choosing between note-takers (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review).
Claap platform help — AI sales call recorder with no-bot recording, CRM auto-enrichment, and deal scoring. Use when configuring Claap recording on Zoom/Meet/Teams, Claap bot-free Chrome extension not saving recordings, Claap AI summaries ignoring speakers or being shallow, syncing Claap notes to HubSpot or Salesforce, setting up Claap API or webhooks for transcript export, Claap video processing slow after long calls, Claap free plan limits, or Claap MCP connector setup. Do NOT use for picking between AI note-takers (use /sales-note-taker) or reviewing a single call for coaching insights (use /sales-call-review).
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).
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).
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.
Add OAuth connections for 200+ platforms (Gmail, Slack, HubSpot, etc.) with Pica's drop-in AuthKit widget