41 skills
Create a competitive analysis brief for one or more competitors or a feature area. Use when informing product strategy or feature prioritization, building sales battle cards, prepping board or investor materials, or deciding where to differentiate vs. achieve parity.
Generate personalized outreach messages using Common Room signals. Triggers on 'draft outreach to [person]', 'write an email to [name]', 'compose a message for [contact]', or any outreach drafting request.
Find leads matching criteria and bulk-add them to an Apollo outreach sequence. Handles enrichment, contact creation, deduplication, and enrollment in one flow.
Research competitors and generate a positioning and messaging comparison with content gaps, opportunities, and threats. Use when building sales battlecards, when finding positioning gaps and messaging angles competitors haven't claimed, or when a competitor makes a move and you need to assess the impact.
Check the status of existing agreements with a vendor across all connected systems — CLM, CRM, email, and document storage — with gap analysis and upcoming deadlines. Use when onboarding or renewing a vendor, when you need a consolidated view of what's signed and what's missing (MSA, DPA, SOW), or when checking for approaching expirations and surviving obligations.
Rapidly triage an incoming NDA and classify it as GREEN (standard approval), YELLOW (counsel review), or RED (full legal review). Use when a new NDA arrives from sales or business development, when screening for embedded non-solicits, non-competes, or missing carveouts, or when deciding whether an NDA can be signed under standard delegation.
PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".
Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners. Triggers on "buyer list", "buyer universe", "potential acquirers", "who would buy this", "strategic buyers", or "financial sponsors".
Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".
Explaining how the business is doing, meaning why a metric moved, which segment drove it, pace against a comparable, progress against goals the operator has stated, and questions over sales, traffic, conversion, and customers or this operation's equivalents that the snapshot alone does not answer. Not needed when the snapshot's headline figures and their change on the prior period answer the question, how a period went included.
Query, read, create, update, and describe Salesforce records — Accounts, Contacts, Opportunities, Leads, Cases, and custom objects. Use this whenever the user wants to look up a Salesforce record, run a SOQL query, update an Opportunity, check an object's fields, or asks "what's in Salesforce" — even if they don't say "API". Also use it for any URL under *.salesforce.com / *.lightning.force.com or a mention of a Salesforce record ID or SOQL. Always start from this skill when interacting with this service — its bundled scripts and recipes are the fastest path.
Read, create, update, search, and associate HubSpot CRM records — contacts, companies, deals, tickets, and custom objects. Use this whenever the user wants to look up a contact, create a deal, update a company, search the CRM, link two records, or asks "what's in HubSpot" — even if they don't say "API". Also use it for any URL under app.hubspot.com or a mention of a HubSpot object/record ID. Always start from this skill when interacting with this service — its bundled scripts and recipes are the fastest path.
Classify a proposed worker engagement — employee, IC, temp, or vendor — by running the applicable jurisdiction tests and flagging misclassification gaps between the intended arrangement and what the facts actually support. Prospective use only. Use when someone says "we want to bring on a contractor", "is this a vendor or a temp", "how should we classify this person", or describes a proposed working arrangement.
Reference: fast triage of inbound NDAs into GREEN / YELLOW / RED so the team only spends lawyer time on the ones that need it. Built for sales and BD to self-serve before pinging legal. Loaded by /commercial-legal:review when an NDA is detected.
