Using skills

Department

Reusable process skill

Tool-based skill

Conventions/standards skill

Marketing

campaign-brief-builder Create a skill that turns a rough marketing idea into a complete campaign brief, including the goal, target audience, key message, channels, and timeline.

multi-channel-performance-digest Create a skill that pulls key metrics from connected analytics sources and drafts a weekly multi-channel performance summary with insights and recommended actions.

brand-voice-content-polish Create a skill that rewrites marketing drafts to match our brand voice and standard content structure.

Sales

discovery-to-next-steps Create a skill that converts discovery call notes into customer pain points, qualification summary, and a clear next-steps plan.

sf-opportunity-health-check Create a skill that reviews Salesforce opportunity fields and recent activity, plus call notes if connected, to flag deal risks and recommend actions.

outbound-email-personalization-style Create a skill that produces outbound sales emails using our team’s preferred structure, tone, and length.

Finance

monthly-close-narrative Create a skill that drafts a monthly close readout summarizing variance drivers, key risks, and decisions needed.

budget-vs-actuals-explainer Create a skill that pulls budget and actuals from connected sheets or finance systems and explains variances in plain language.

finance-memo-standard Create a skill that formats financial analysis into a consistent finance memo with assumptions, method, results, and sensitivities.

Engineering

design-doc-to-plan Create a skill that converts a design doc into an execution plan with milestones, owners, dependencies, and open questions.

jira-sprint-planner-from-notes Create a skill that turns sprint planning notes into Jira-ready epics and stories with acceptance criteria and estimate placeholders.

pr-description-and-changelog-style Create a skill that standardizes pull request descriptions and release notes according to our engineering conventions.

Operations

ops-playbook-writer Create a skill that turns an operational process into a standard operating procedure with steps, handoffs, SLAs, and exception handling.

ops-report-from-sheets Create a skill that pulls operational KPIs from connected spreadsheets and drafts a weekly operations report.

ops-update-template Create a skill that writes operations updates in a consistent format covering what changed, impact, actions, and owners.

Customer Success

qbr-storyline-builder Create a skill that builds a QBR outline covering outcomes, adoption, value delivered, risks, and renewal plan.

account-brief-from-systems Create a skill that pulls account context from connected CRM, call, and usage sources to create an account briefing and recommended priorities.

customer-comms-tone-guide Create a skill that drafts customer emails in our preferred tone—clear, direct, and professional—with standard sections.

IT

incident-postmortem-writer Create a skill that produces a blameless incident postmortem including timeline, root cause, and prevention actions.

servicenow-ticket-triage Create a skill that summarizes new ServiceNow tickets, or similar IT tickets, and proposes routing, priority, and next actions.

it-change-communication-template Create a skill that writes IT change notices with consistent language for risk, timing, and user impact.

Legal

contract-review-summary Create a skill that creates a structured contract review summary with issues, fallback positions, and requested redlines.

policy-qa-from-knowledgebase Create a skill that looks up and summarizes policy language from connected legal knowledge sources and cites the relevant sections.

legal-memo-standard Create a skill that drafts internal legal memos in a consistent format with the question, short answer, analysis, and recommendation.

HR

interview-kit-builder Create a skill that creates role scorecards, interview questions, and evaluation rubrics from a job scope.

job-post-from-requisition Create a skill that pulls role details from Workday or a similar system and drafts a job post plus an outreach blurb.

people-comms-style Create a skill that writes HR announcements in our standard tone with inclusive and compliance-friendly phrasing.

Management

weekly-status-multi-format Create a skill that turns raw team updates into three outputs: a team update, an executive summary, and a risk-and-asks note.

team-health-digest Create a skill that pulls signals from connected tools such as Jira, Sheets, and Slack to summarize team momentum, blockers, and current focus.

1on1-agenda-template Create a skill that generates consistent 1:1 agendas with coaching prompts, goals, and follow-up items.

Executives

exec-decision-brief Create a skill that converts messy inputs into a one-page decision brief with options, tradeoffs, and a recommendation.

exec-briefing-from-systems Create a skill that pulls cross-functional signals from connected sources to draft a daily or weekly executive briefing.

board-readout-style Create a skill that writes board-ready updates with crisp structure, metrics-first framing, and minimal jargon.