Skills and automations
Start with a job your team knows well. Attach its context, tools, controls, and result; test the complete draft; then publish the reviewed method for people and agents to use.
Owned by Revenue Operations · ready for owner review
Job-first builder
Describe the job yourself or begin with a cited pattern from work you choose. The builder keeps context, method, tools, controls, result checks, evaluation, and publication state together.
JOB
Prepare a cited renewal brief, propose the next CRM step, and draft the reviewed follow-up.
CONTEXT + TOOLS
Use the account and support collections, Salesforce account lookup, task drafting, and email drafting.
CONTROLS + RESULT
Exclude private notes, require approval for the CRM write, and confirm both the cited brief and downstream update.
SCAN + TEST
Scan the definition, run representative evaluations, and keep failures and corrections with this draft version.
OWNER REVIEW
Revenue Operations reviews the method, controls, evaluation, and intended catalog availability before publication.
Optional automation binding
The skill defines the reviewed method. An automation binding can start it from an event or schedule, compare a new version safely, wait for people or systems, and recover without repeating work.
Run the same skill on demand or when a qualifying event, schedule, or API call starts it.
Test representative cases without letting trials create external changes.
Keep inputs, decisions, deadlines, and remaining steps while work waits for a person or system.
Confirm what happened before retrying, then keep the final result with the run.
The same published skill can also run on demand without an automation binding. Prefer a ready-made starting point? Adapt a reviewed template to your sources and team.
Browse templatesBuild your first skill
Describe the job, connect its context and tools, and test the complete draft before your team publishes it.
