Skills library
A skill teaches your assistant one workflow: which tools to use, the steps, the guardrails and what the output should look like. Each skill here comes from a published recipe. Any step that changes records, sends messages or spends credits waits for your approval.
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Prospect Research to Campaign
Research a prospect, then add them to an Instantly campaign
IntermediateSDRs -
Pre-Meeting Brief
Pre-meeting brief from CRM + web
Beginner · chat app onlyAEsCustomer successSales leaders -
Pre-Meeting Brief (Salesforce)
Pre-meeting brief from Salesforce + web
IntermediateAEsCustomer successSales leaders -
CRM Hygiene Sweep
CRM hygiene sweep: send each rep their own fix-it list in Slack
IntermediateSales leadersRevOps -
Trigger-Event Scoring
Trigger-event scoring: rank today's accounts by funding, hiring or leadership change
IntermediateSDRs -
Visitors to Buying Committee
Website visitor to buying committee to first-touch drafts
IntermediateSDRs -
Renewal-Risk Brief
Renewal-risk brief: CRM and support signals in one red, amber or green call
IntermediateCustomer success -
Sequence Cleanup
Sequence cleanup: tag bounces and 'not me' replies, then find replacement contacts
IntermediateSDRs -
Form Responses to Routed Leads
Webinar or Typeform responses to enriched, routed leads
IntermediateMarketingRevOps -
HeyGen Tier-1 Videos
Personalized HeyGen videos for tier-1 accounts, with human approval
IntermediateMarketingSDRs -
Intent-Ranked Account List
Intent-ranked weekly account list: each rep's top accounts with the evidence
IntermediateSDRsSales leaders -
G2 Buyer Intent Outreach
G2 buyer intent to first-touch drafts: find who's researching your category and write to them
IntermediateSDRsMarketing -
Champion Job-Change Follow-Up
Champion job-change follow-up: reach past champions at their new company
IntermediateSDRsAEs -
Warm-Visitor Alert
Warm-visitor alert: tell the owning rep in Slack who was on the site
IntermediateSDRs -
Partner Intros for Open Deals
Partner intros for open deals: find the best-placed partner and draft the ask
IntermediateAEsSales leaders -
Message Test to Sequence
Message test results to sequence copy: rewrite outbound steps from what buyers said
IntermediateMarketingSDRs -
Attribution Readout
Quarterly attribution readout: pipeline by channel, checked against the CRM
IntermediateMarketingSales leaders -
ABM Program from Intent
ABM ad program from an intent segment: pick in-market accounts, then build the program
IntermediateMarketing -
Recipe to n8n Workflow
Turn a recipe into a scheduled n8n workflow
Advanced · scheduled or headlessRevOpsn8nWorks in: ClaudeChatGPTClaude CodeCursor -
Buyer Roleplay Voice Agent
Buyer roleplay voice agent: practice your real objections out loud before the call
IntermediateAEsSDRsSales leaders -
Forecast Reality Check
Forecast reality check: flag Commit and Best Case deals with no recent activity
IntermediateSales leadersRevOps -
Single-Threaded Deal Alert
Single-threaded deal alert: find the missing signers and draft multi-threading intros
IntermediateAEsSales leaders -
Hiring For Your Problem
Hiring for the problem you solve: turn job posts into first lines and a lemlist campaign
IntermediateSDRs -
Closed-Lost Deal Revival
Closed-lost deal revival: rank last year's lost deals by what changed since
IntermediateAEsSDRs -
Morning Plan
Morning plan: today's meetings, overdue follow-ups and emails waiting on you
IntermediateAEsSDRsCustomer success -
Inbox Triage Nudges
Inbox triage: prospect emails waiting on you, matched to open deals with nudge drafts
IntermediateAEsSDRs -
Out-of-Office Handoff
Out-of-office handoff: every open deal, its next step and risks on one Notion page
IntermediateAEsCustomer success -
Territory Ramp Pack
New territory ramp pack: inherited accounts, recent conversations and who has left
IntermediateAEsCustomer success -
Objection Library
Objection library from calls: this quarter's objections and the replies that worked
IntermediateAEsSales leadersMarketing -
Reference Customer Match
Reference customer match: happy customers in the prospect's industry
IntermediateAEs -
Security Questionnaire Draft
Security questionnaire first draft: answers from your knowledge base, each with a source
IntermediateAEs -
Unpaid Invoice Nudge
Unpaid invoice nudge: find overdue Stripe invoices and draft a follow-up for each deal owner
IntermediateAEs -
Conference Speaker Outreach
Conference speaker outreach: find an event's speakers and write notes about their talks
IntermediateSDRsMarketing -
Event Follow-Up in 24 Hours
Event follow-up within 24 hours: enrich the attendee list, tier it and load tiered follow-ups
IntermediateSDRsMarketing -
Community Signal Leads
Community signals to warm leads: active community members at ICP accounts, flagged in the CRM
IntermediateSDRsMarketing -
Competitor Customers
Competitor customers: find companies on a competitor's product and open with what its own reviewers complain about
IntermediateSDRsMarketing -
1:1 Coaching Agenda
1:1 coaching agenda: call habits from Gong and CRM cleanup for each rep, saved to Notion
IntermediateSales leaders -
Revenue Reconciliation
Closed-won vs. paid reconciliation: match Salesforce wins to Stripe invoices and flag the gaps
IntermediateRevOps -
CRM Data Decay Audit
CRM data decay audit: bounce risk and job changes in a small contact sample
IntermediateRevOps -
QBR Deck Draft
QBR deck draft: pipeline, revenue and attribution numbers in one Notion outline
IntermediateSales leadersRevOps -
Content Gaps From Calls
Content gaps from sales calls: buyer questions your website doesn't answer
IntermediateMarketing -
Industry Landing Page Drafts
Industry landing page drafts: one unpublished Webflow item per target industry
IntermediateMarketing -
G2 Review Asks
G2 review asks: find happy, long-tenured customers and draft a personal request
IntermediateMarketingCustomer success -
Onboarding Kickoff Pack
Onboarding kickoff pack: Notion page, kickoff link and intro email when a deal closes
IntermediateCustomer success -
Ticket Upsell Signals
Support tickets that signal upsell: turn higher-tier feature requests into expansion leads for the account owner
IntermediateCustomer successAEs -
Failed Payment Save
Failed payment save play: alert CS with account context before a missed payment turns into churn
IntermediateCustomer success -
Weekly Campaign Review
Weekly cold email review: rank your Instantly campaigns and fix the weak ones
IntermediateSDRsMarketingInstantlyWorks in: ClaudeCursor -
ICP List to Salesforce
ICP (ideal customer) list to Salesforce: build a fit-checked prospect list in LeadIQ and export only new people
IntermediateSDRsRevOps -
Feature Launch Email
Feature launch email: a draft for the customers who asked
IntermediateMarketingCustomer success -
TAM by Persona
Market sizing by persona: count the market, then the CRM gap
IntermediateMarketingRevOps -
Case Study Shortlist
Case study shortlist: interview questions from closed-won customers
IntermediateMarketing -
Webinar Content Kit
Webinar to content kit: clips, a recap and an unpublished blog draft
IntermediateMarketing -
Pipedrive Pipeline Review
Pipedrive pipeline review: top deals and the ones with no next step
Beginner · chat app onlyAEsSales leadersPipedriveWorks in: ClaudeChatGPT
No skills match these filters yet.
How do I install a skill?
In Claude, as a skill
- Download the skill's ZIP file.
- In Claude, open Customize → Skills.
- Click +, then Create skill, then Upload a skill, and choose the ZIP file.
- Connect the tools the skill names. Then ask for the workflow by name. Claude uses the skill when it fits.
Skills need code execution turned on (Settings → Capabilities on Free, Pro and Max). On Team and Enterprise plans, an owner can turn off user-created skills.
Steps from the Claude Help Center: Using skills in Claude: support.claude.com, checked 2026-10-16In a Claude or ChatGPT project
- Claude: go to Projects, click + New Project, then Set project instructions and paste in the instructions file.
- ChatGPT: select New project in the sidebar. Then open ••• → Project settings and paste in the instructions file.
Using ChatGPT or another assistant? Use the project instructions file instead. If your assistant reads skills in the SKILL.md format, it can use the file inside the ZIP as it is.
Steps from the Claude Help Center: Creating and managing projects: support.claude.com, checked 2026-10-16 Steps from the OpenAI Help Center: Projects in ChatGPT: help.openai.com, checked 2026-10-16Skills are generated from the recipes, so they change when a recipe or a tool's facts change. Download again after big updates, which the changelog lists.