Skill Library

These Skills come built in with every organization. Each one is a step-by-step procedure your Agent follows for one kind of work, and it lists the mistakes to avoid.

An internal Agent with no Skills attached can use any Skill on this page when the work calls for it. Once you attach Skills to an agent, it uses only those (and your custom Skills that no agent has attached). A customer-facing agent only ever uses the Skills you attach. Some Skills need an Integration, such as HubSpot or a data warehouse. Connect it first. To attach a Skill or run one yourself, see Using Skills.

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Productivity

Skill	What it does
calendar-scheduling	Finds a free slot and books or moves a meeting in Google Calendar or Calendly, reading the time zones back to you.
claims-appeal-drafting	Matches the criteria in a claim denial to the records and drafts the appeal or corrected claim for your review.
contract-review	Reviews an MSA, NDA or DPA against your contract standards, rates each clause and drafts redlines.
daily-briefing	Builds a morning or weekly brief from your calendar, chat, trackers and CRM: the top three actions, and what can wait.
document-drafting	Co-writes a proposal, memo or report in stages, from outline to section drafts, then checks that it makes sense to a first-time reader.
email-triage	Sorts email you forward or paste into needs-you, FYI and noise, and drafts replies that are sent only when you approve.
meeting-notes	Turns a transcript or notes into decisions, owned actions, a follow-up draft and CRM updates.
meeting-prep	Writes a one-page brief before an external meeting: who is attending, the account, recent news, questions to ask and topics to avoid.
office-documents	Creates or edits real Word, PowerPoint and Excel files, including tracked-change redlines.
pdf-processing	Merges, splits, fills, redacts or converts PDFs, and reads their text, including scanned pages.
product-spec	Writes a PRD or one-pager: the problem, goals, non-goals, requirements, metrics and open questions.
requirements-interview	Asks you the questions a big or vague task needs settled first, and ends with acceptance criteria.
resume-screening	Screens resumes against a job-related rubric with evidence, blind to protected traits, and prepares an interview kit.
sprint-planning	Grooms a Jira or Linear backlog into ready tickets and writes the team’s standup digest.
stakeholder-status-update	Writes a weekly or monthly status for leadership from your trackers: red, amber or green per workstream, with the evidence and your asks first.
travel-planning	Plans a trip with verified places, days grouped by area, a budget and booking links.

Research

Skill	What it does
competitor-research	Profiles competitors and builds battlecards with their pricing, the traps to avoid and answers to objections.
compliance-gap-analysis	Maps your evidence to SOC 2, ISO, GDPR or the EU AI Act, or screens a feature for privacy duties.
cross-source-search	Finds a document, decision or owner across Knowledge, Slack, Jira, Confluence, Notion and GitHub.
medical-literature-review	Summarizes clinical evidence with citations and a certainty grade for each finding. It never gives medical advice.
vendor-risk-review	Vets a vendor before you buy or renew: SOC 2 exceptions, the DPA, outside-in risk, three-year cost and notice dates.
web-monitoring	Watches a page or topic over time, such as prices, competitors, changelogs or news, and reports only real changes.
web-research	Researches a question on the web into a cited report, checking each claim again at its source.

Data and finance

Skill	What it does
bank-reconciliation	Reconciles bank, card or Stripe payouts to your ledger and explains every mismatch.
data-analysis	Profiles, cleans and analyzes a CSV, Excel or JSON file into checked findings and charts.
document-data-extraction	Pulls fields from many invoices, forms or statements into one validated table, citing the page each value came from.
financial-modeling	Builds formula-driven forecasts, scenarios, sensitivities and 13-week cash models from sourced inputs.
invoicing-billing	Drafts invoices, ages receivables and writes reminders in a tone that fits each payer’s history.
metric-diagnostics	Explains why a metric moved: it reproduces the number, rules out data bugs and separates a change in mix from a change in rate.
month-end-close	Runs the month-end close: the close calendar, cash reconciliations, drafted journal entries, variance analysis and the close packet.
spreadsheet-automation	Builds or fixes Excel and Google Sheets with live formulas, checked for errors.
sql-analytics	Writes read-only SQL against a connected Snowflake, BigQuery or Postgres warehouse.

Sales

Skill	What it does
account-health-review	Scores account health from CRM, billing and support signals, flags notice dates and prepares QBRs.
crm-data-hygiene	Finds duplicates, gaps and stale records in HubSpot, then applies the fixes you approve, after taking a snapshot.
inbound-lead-response	Answers and qualifies inbound leads, offers real meeting times and alerts the owner about hot ones.
pipeline-deal-review	Reviews deals with a qualification table and a win probability that shows how it was worked out.
rfp-response	Qualifies an RFP, tender or questionnaire, builds the compliance matrix and drafts answers from Knowledge.
sales-outreach	Builds prospect lists, enriches them, removes contacts already in your CRM and drafts personalized sequences.

Marketing and content

Skill	What it does
brand-voice-guidelines	Builds your company’s voice and style guide from its best writing, or checks a draft against it.
content-creation	Writes sourced, on-brand blog posts, landing pages, case studies and product copy.
email-marketing	Drafts newsletters, nurture and lifecycle emails, with subject-line variants for each segment.
humanize-writing	Edits a draft that reads as machine-made until it sounds like a person wrote it, keeping every fact.
localization-translation	Translates docs, interface text, subtitles and audio with a glossary, keeping placeholders intact.
seo-optimization	Audits how you show up in search and in AI answers: search intent, content briefs, structured data, AI crawler access and llms.txt.
social-media-scheduling	Plans a content calendar and drafts posts written for each platform, ready for a person to publish.

Customer support

Skill	What it does
customer-feedback-synthesis	Groups tickets, reviews, surveys and calls into counted themes with verbatim quotes.
customer-support	Answers customers from Knowledge, verifies identity before discussing an account, and escalates with the full context.
help-article-writer	Turns resolved tickets and repeated questions into help articles that search can find.

Software development

Skill	What it does
app-prototyping	Turns an idea into a clickable web-app prototype, scoped to the demo and checked visually.
code-review	Reviews a change for correctness and security bugs, ranked by consequence, with file and line evidence.
codebase-migration	Upgrades a dependency or framework safely, with codemods, small commits and passing tests.
dbt-pipeline	Builds tested, documented dbt models, staging first and then marts, read-only by default.
diagram-rendering	Picks the right engine (Mermaid, D2 or Python diagrams) and renders a clean architecture, flow or sequence diagram.
e2e-test-generation	Writes stable Playwright end-to-end tests from plain-language scenarios, runs them, fixes flaky ones and commits them.
library-docs-lookup	Reads the docs for the exact version of a library before coding against it, so the code uses the real API.
mcp-server-builder	Turns an internal API into a Custom MCP server Integration, with schemas, safe authentication and tests.
production-error-triage	Takes a Sentry error or a failing CI run to a verified draft pull request: it reproduces the problem first, then makes the smallest fix.
qa-testing	Writes and runs tests at the right level, then reports what passed and explains each failure.

DevOps and security

Skill	What it does
cloud-cost-optimization	Analyzes AWS, Azure or Google Cloud spend and waste without changing anything, then proposes savings with their risks.
deploy-ops	Runs and watches deploys, reads the logs, ties a failure to its commit and proposes a fix or a rollback.
iac-security-review	Reviews Terraform, Kubernetes and Dockerfiles for misconfigurations, ranked by how much each could break. Defensive only.
incident-response	Triages a production alert: evidence first, then the root cause, then the smallest safe mitigation.
pentest-recon	Runs reconnaissance you have authorized and proves what is exploitable in the sandbox, then reports. Authorized scope only.
phishing-analysis	Analyzes a suspicious email or link, from its headers and links to its social-engineering signals, and gives a verdict. Defensive only.
security-audit	Audits a repository you own for vulnerable dependencies, secrets and risky code, ranked by how exploitable each finding is. Defensive only.
soc-alert-triage	Triages a security alert: it adds context, cuts the noise, builds a timeline and proposes a detection rule written as code. Defensive only.

Design and media

Skill	What it does
accessibility-audit	Audits a site against WCAG 2.2 AA with automated and manual checks, each finding mapped to a fix.
audio-briefing	Turns a finished brief, report or document into audio, read by one narrator or as a two-host podcast.
media-production	Produces short generated video clips, voiceovers, cover art and narrated deck videos, drafts first.
presentation-design	Builds, restyles and delivers slide decks: a pitch, a quarterly review, a launch, a training or a redesign.

Automation

Skill	What it does
goal-driven-execution	Sets checkable done criteria as a Goal and works in verified passes, recording its progress as it goes.
parallel-execution	Splits independent pieces of work across parallel helpers, can stop them early, and merges their reports.
recurring-loops	Proposes a Loop for work that repeats, with a brief for each pass, a real schedule and a daily credit limit.
web-form-automation	Fills in web forms and portals that have no API by using a real browser, and checks with you before it submits.

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