Skills for “meeting”
16 skills match · 287 ms · understood as category: Productivity
Also searched as: notes, transcription, summary
Recap a recent call with a tight summary, the decisions made, action items, and open questions. Name the call (account and/or date) if you know it, or let the skill pull your most recent calls and offer a shortlist to…
…data plus any connected apps (calendar, email, Slack, meeting notes). Shows today's meetings, surfaces GTM tasks with effort-aware scheduling, deduplicates suggestions against existing HubSpot tasks, and outputs…
Logs a call, meeting, or conversation against a HubSpot contact. Writes a note, updates deal stage, next step, close date, and priority, updates contact lead status and lifecycle stage, and creates a follow-up task.…
Prepares a focused brief before a sales call or meeting. Pulls CRM history, open deals, recent notes, email threads, and company news. Falls back to calendar and email if the contact isn't in HubSpot yet. ALWAYS use…
…need, understand how those models are built, and produce a meeting-ready advisor one-pager — as text and as a styled PDF — with optional client-facing material. Use when an advisor asks about model portfolios, model…
…get_triggers. Trigger phrases: "check our SLOs", "are we meeting our SLOs", "which SLOs are healthy", "is the error budget OK", "are any alerts firing", "what's the burn rate", "set up an SLO", "create a trigger",…
Prepare for an upcoming meeting with a company. Identify the account by ZoomInfo account/company ID (preferred) or by company name, domain, or ticker (which triggers a lookup step) — or name no account at all and let…
…"send a recap email", "write the follow-up for my Acme meeting", or needs a post-call note. Drafts only what the conversation supports — it does not invent…
…the user on their day. Pull today's (or a named day's) meetings and, for each, synthesize the current state of play, a suggested focus or objective, and any follow-ups needed. Uses browse_engagements for the…
Analyze meeting notes to find action items and create Jira tasks for assigned work. When an agent needs to: (1) Create Jira tasks or tickets from meeting notes, (2) Extract or find action items from notes or Confluence…
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