The closing beat of the day - every call processed or explicitly skipped, the CRM brought current, commitments captured, and tomorrow's top three teed up. Use when the user says "end of day", "close out my day", "process today's calls", "EOD", or on an evening schedule. Companion bookend to daily-briefing.
Steady7 mentions in 2 weeks
8 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
Find the expansion whitespace in an account or a book - what they own vs. what they could own, the evidence for each play, and the open opps to create. Use when the user asks "what's the whitespace at [account]", "where can I expand [account]", "upsell opportunities in my book", or "which customers should I be growing".
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1 project uses a version of this
36k10mo agoReviewMountCreate a free account to mount
Generate the commit / best-case / pipeline narrative for a forecast call or a 1:1 with your manager - what's closing, what's at risk, what changed since last time. Use when the user asks "write my forecast", "forecast narrative", "prep for forecast call", "prep for my quarterly forecast call", "which deals should I commit vs. call upside", "forecast from this pipeline export", or "prep for my 1:1 with my manager".
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7 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
Work through a live objection or competitive threat - what's really being said, the response that has worked before, and the proof points to use, grounded in your own win/loss history and customer quotes. Use when the user says "they said we're too expensive", "how do I respond to [objection]", "[competitor] is in the deal", "help me handle this pushback", or pastes an objection from an email or call.
Steady7 mentions in 2 weeks
1 project uses a version of this
36k10mo agoReviewMountCreate a free account to mount
Batch-process unread customer emails - classify, prioritize, and draft replies. Use when the user asks "sweep my inbox", "what customer emails need a reply", "draft replies to my customer emails", or "what needs a response".
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No other project uses it yet
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Score and route an inbound lead, or rank a backlog of leads, against your ICP and qualification framework, then recommend a priority and next action. Use when the user asks "triage this lead", "triage my leads", "rank my lead backlog", "is [company] a good lead", "qualify [lead]", or pastes or uploads lead info.
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4 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
Log a call, meeting, or email exchange to the CRM after the fact as a completed activity on the right account, opportunity, and contact - drafted from your description or a transcript, shown with its sources and saved when you ask. Use when the user says "log this call", "log my meeting with [account]", "log that I emailed [contact]", "track this conversation in the CRM", or "what activities are logged on [account]".
Steady7 mentions in 2 weeks
No other project uses it yet
36k10mo agoReviewMountCreate a free account to mount
Stage-by-stage pipeline health check - coverage, aging, conversion, and at-risk deals - from CRM opportunity data. Use when the user asks "review my pipeline", "pipeline health", "where's my pipeline stuck", "weekly pipeline review", "which deals should I focus on this week", "any stale or stuck deals", "which deals have past close dates", "which deals are single-threaded", or "check my pipeline coverage against my number".
Steady7 mentions in 2 weeks
13 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
Upcoming renewals with timing, risk, and uplift potential - and the renewal opportunity records to keep them honest. Use when the user asks "what renewals are coming up", "renewal radar", "is [account] going to renew", "prep the [account] renewal", or "which renewals are at risk".
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No other project uses it yet
36k10mo agoReviewMountCreate a free account to mount
Leader's prep on a single rep before a 1:1 - their pipeline, recent activity, what they've been working on per chat and calendar, and where they might need help. Use when the user asks "prep for my 1:1 with [rep]" (a rep you manage), "how is [rep] doing", or "what's [rep] working on".
Steady7 mentions in 2 weeks
No other project uses it yet
36k10mo agoReviewMountCreate a free account to mount
Decide who owns an unrouted lead or opportunity and manage the handoff - deterministic routing by the org's own rules, a routing card the human router accepts or overrides, and drafted handoff notes. Use when the user says "route this lead", "who should own [lead/opp]", "work the routing queue", "assign [company] to a rep", or on a scheduled intake sweep.
Steady7 mentions in 2 weeks
No other project uses it yet
36k10mo agoReviewMountCreate a free account to mount
Find a time, draft the invite, and book the meeting on Google Calendar or Outlook - then log it to the CRM as an event on the right account and opportunity. Use when the user says "schedule a follow-up with [contact]", "book the demo with [account]", "find time with [name] next week", "send my Calendly link", or "get the QBR on the calendar".
Steady7 mentions in 2 weeks
6 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
First-run setup - checks which tools are connected, shows what's connected and what each one unlocks, learns how you write from your sent email, and renders a starter dashboard right away with no upfront interview. When tools are missing it walks through connecting the CRM, then email, then calendar, showing something useful after each. Use on first open, or when the user says "set me up", "get started", "what's connected", "learn my voice", "match my writing style", or "onboard me".
Map the people in a deal or account - roles, influence, sentiment, who's missing, and your best access path to the people you haven't reached. Use when the user asks "who are the players at [account]", "who's my way in", "am I single-threaded on [deal]", "map the stakeholders", or "who else should I be talking to".
Leader view - roll up a team's pipeline by rep and stage, flag at-risk deals, and surface coaching moments. Use when the user asks "show my team's pipeline", "team forecast", "prep for my team's pipeline review", or "where does my team need help".
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No other project uses it yet
36k10mo agoReviewMountCreate a free account to mount
Guided updates to an opportunity - push the stage, move the close date, set next steps, fix amount or forecast category. Shows the before/after, writes what you ask for or accept, and verifies with a record link. Use when the user says "push [deal] to [stage]", "move the close date on [opp]", "update next steps on [account]", "mark [deal] commit", or accepts a suggested update from another skill.
Steady7 mentions in 2 weeks
No other project uses it yet
36k10mo agoReviewMountCreate a free account to mount
End-of-week summary for a rep or leader - what closed, what moved, what slipped, and what's on deck Monday. Optionally drafts a chat post to the team channel. Use when the user says "weekly wrap", "week in review", "what happened this week", or "Friday summary".
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1 project uses a version of this
36k10mo agoReviewMountCreate a free account to mount
Analyze recently closed opportunities to find patterns in what wins and what loses - stage of loss, common objections from transcripts, deal characteristics. Leader-focused. Use when the user asks "win loss review", "why are we losing deals", "what's working", or "analyze closed opps".
Steady7 mentions in 2 weeks
3 projects use a version of this
36k10mo agoReviewMountCreate a free account to mount
The ads consultant that becomes an ads agent. Reads paid-ad performance natively through the TikTok Ads connector, or via a build-connector Zapier connection for other ad platforms, explains in plain English what is working and what is burning money, recommends budget, targeting, and creative changes with the dollar impact of each, drafts new ad copy in the owner's voice plus Canva creative briefs, and — only after an explicit yes — executes the approved changes in the ad account. Works from exported CSV reports when nothing is connected, the normal starting point. Use this whenever the owner talks about ads or ad spend at all, including "are my ads working," "what's my ROI on ads," "I'm spending money on Facebook and I don't know what I'm getting," "should I turn this campaign off," "my cost per lead is going up," "write me a new ad," "who should I be targeting," or "the ad guy quit."
Steady7 mentions in 2 weeks
1 project uses a version of this
36k10mo agoReviewMountCreate a free account to mount
Works the bill pile end to end: reads bills and vendor statements out of the AP inbox or from uploaded PDFs and phone photos, pulls out vendor, amount, due date, and line detail, codes each one to the right account and job, matches it against the purchase order and the receiving ticket, then stages the entries and a proposed payment run in QuickBooks, Xero, or NetSuite for the owner to approve in one pass. Nothing is entered and nothing is paid without an explicit yes. Reach for this whenever bills, vendor invoices, or paying people comes up — including "what do I owe," "the bills are piling up," "pull the invoices out of my email and into QuickBooks," "code these for me," "who needs to get paid this week," "did we get billed twice," or when the owner forwards a supplier invoice with no message at all. Use it before cash-flow-snapshot or month-end-prep so those run on real payables instead of a guess.
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1 project uses 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.