Synthesize user research from interviews, surveys, and feedback into structured insights. Use when you have a pile of interview notes, survey responses, or support tickets to make sense of, need to extract themes and rank findings by frequency and impact, or want to turn raw feedback into roadmap recommendations.
Steady7 mentions in 2 weeks
3 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
Write a feature spec or PRD from a problem statement or feature idea. Use when turning a vague idea or user request into a structured document, scoping a feature with goals and non-goals, defining success metrics and acceptance criteria, or breaking a big ask into a phased spec.
Steady7 mentions in 2 weeks
28 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
360-degree view of an account - CRM data, recent email threads, docs, transcripts, and internal chat chatter, synthesized into one brief. Use when the user asks "tell me about [account]" (an existing customer; for a prospect, account-research), "account context for [name]", "what's going on with [account]", or "catch me up on [account]".
Steady7 mentions in 2 weeks
1 project uses a version of this
36k10mo agoReviewMountCreate a free account to mount
Build or refresh a strategic account plan - current state, goals, stakeholder coverage, opportunity map, risks, and the action plan - written to a doc and key fields synced to the CRM. Use when the user says "build an account plan for [account]", "update the [account] plan", "account planning for [account]", or before a planning cycle / QBR.
Steady7 mentions in 2 weeks
4 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing CRM records. Use when the user asks to "research [company]", "look into [company]", "prospect research on [company]", "look up [person]", "intel on [prospect]", "who is [person] at [company]", or "tell me about [company]" when the company is a prospect rather than an existing account.
Steady7 mentions in 2 weeks
15 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
Score and tier a list of accounts (or your full book) against ICP fit and engagement signals to prioritize where to spend time. Use when the user asks to "tier my accounts", "prioritize my book", "which accounts should I focus on", or "score these accounts".
Steady7 mentions in 2 weeks
1 project uses a version of this
36k10mo agoReviewMountCreate a free account to mount
Pre-call brief for an upcoming meeting - attendees, account history, prior call context from transcripts, open opportunity status, and suggested discovery questions. Use when the user asks "prep me for [meeting/company]", "call prep [company]", "I'm meeting with [company], prep me", "get me ready for [meeting]", or "what do I need to know before my [time] call".
Steady7 mentions in 2 weeks
15 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
Turn a call transcript or call notes into a customer follow-up email draft, an internal chat summary, and proposed CRM updates. Use when the user says "call summary", "follow up on my [company] call", "summarize my call with [account]", "write the recap", "process this transcript", "process my call notes", "capture the objections and next steps", or pastes rough notes or a transcript after a discovery, demo, or negotiation call.
Steady7 mentions in 2 weeks
5 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
Build the business case and mutual action plan for a deal - the why-buy/why-now story, the ROI framing, and the dated step-by-step path to signature shared with the customer. Use when the user says "build a close plan for [deal]", "mutual action plan for [account]", "business case for [opp]", or "what's the path to signature".
Steady7 mentions in 2 weeks
2 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
Competitive analysis two ways - the in-deal play against a named competitor, and win/loss patterns, competitor mentions, and battlecards across the book. Use when the user asks "competitive intel", "research competitors", "how do we compare to [competitor]", "what's new with [competitor]", "battlecard for [competitor]", "how do we beat [competitor]", "what's the play against [competitor] in [deal]", "where are we losing to [competitor]", "win/loss patterns", "competitive analysis", "refresh the battlecards", or on a weekly schedule.
Steady7 mentions in 2 weeks
17 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
Build a customer deck, one-pager or leave-behind from your account data, call notes and approved materials, with no made-up numbers. Use when the user asks for a sales asset, one-pager, deck, leave-behind, "create an asset for [prospect]", or "make something for [account]".
Steady7 mentions in 2 weeks
5 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
Read-only audit of your CRM opportunities for missing fields, stale dates, and stage mismatches - outputs a fix checklist to apply by hand or through update-opportunity. Use when the user asks "check my CRM hygiene", "check my Salesforce or HubSpot data", "clean up my CRM", "audit my opps", "what's missing in the CRM", or "clean up my pipeline".
Steady7 mentions in 2 weeks
No other project uses it yet
36k10mo agoReviewMountCreate a free account to mount
Health check on a customer account and QBR-ready prep - relationship strength, engagement trend, risk signals, value delivered, and the agenda that makes the review worth their time. Use when the user asks "how healthy is [account]", "customer health check", "prep the [account] QBR", "business review prep", or "are we at risk with [customer]".
Steady7 mentions in 2 weeks
No other project uses it yet
36k10mo agoReviewMountCreate a free account to mount
Surface what customers are actually saying - direct attributed quotes on a topic across call transcripts and email, across your accounts. Use when the user asks "what are customers saying about [topic]", "pull quotes on [objection/feature/competitor]", "voice of customer on [X]", or "what's coming up in calls".
Steady7 mentions in 2 weeks
1 project uses a version of this
36k10mo agoReviewMountCreate a free account to mount
Morning rundown - today's meetings with account context, opps closing soon with stale flags, waiting customer emails, and the day's top actions. Use when the user says "daily briefing", "daily brief", "morning briefing", "what's my day", "what's on my plate today", "prep my day", "start my day", "morning rundown", or on a schedule.
Steady7 mentions in 2 weeks
35 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
Forward-looking gap check on one opportunity - exactly what is missing to advance it to the next stage and to close, with who does what by when. Use when the user asks "what's missing to advance [deal]", "what do I need to move [opp] forward", "why is [deal] stuck", or "what's between [account] and a close".
Steady7 mentions in 2 weeks
No other project uses it yet
36k10mo agoReviewMountCreate a free account to mount
Deep-dive on a single opportunity - signal-adjusted health score, risks, gaps in qualification, and recommended next actions. Use when the user asks "review the [account] deal", "deal review on [opp]", "is [opp] going to close", or "what's the risk on [deal]".
Steady7 mentions in 2 weeks
3 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
Proactive watch over your book - deals gone quiet, close dates slipping into view, champion changes, renewal windows opening, competitor mentions - surfaced as a short alert digest you can act on. Use when the user asks "what changed in my book", "any deals gone quiet", "what should I be worried about today", "run my deal signals", or sets it up as a recurring scheduled task.
Steady7 mentions in 2 weeks
No other project uses it yet
36k10mo agoReviewMountCreate a free account to mount
Model what happens to your number if a deal slips, shrinks, or dies - quota impact, coverage ratio change, and the substitute pipeline needed to stay on plan. Use when the user asks "what if [deal] slips", "what happens if [account] pushes to next quarter", "can I still hit my number without [deal]", or "model losing [deal]".
Steady7 mentions in 2 weeks
No other project uses it yet
36k10mo agoReviewMountCreate a free account to mount
Draft a personalized outreach email or multi-touch sequence to a prospect, create it as an email draft for review, and add the contact to a sequence in your sales engagement tool when asked. Use when the user asks to "draft outreach to [person/company]", "write a cold email to [prospect]", "re-engage [prospect]", "draft a 3-touch sequence", or "reach out to [person]".
Steady7 mentions in 2 weeks
11 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
Plain text files in a repository that tell a coding agent how the project works: commands to run, conventions to follow and things to avoid. CLAUDE.md, AGENTS.md, cursor rules and skills are the common kinds.
CLAUDE.md or AGENTS.md?
CLAUDE.md is read by Claude Code. AGENTS.md is an open format that Codex, Cursor and other agents read. Many projects keep one and point the other at it.
What is a skill?
A folder with a SKILL.md that describes one capability, such as filling PDFs or reviewing code. The agent loads it only when the task calls for it.
Can I search my own team's files too?
Your agents already can, over MCP, limited to the files you're allowed to read. Searching them from this page is coming.