Skill UI

A comprehensive, multi-step guide for migrating contact and company data into Apollo.io. Use this skill when switching from other CRMs (like Salesforce or HubSpot), consolidating multiple data sources, or executing large-scale data imports. It covers defining field mappings, pre-migration data assessment, and performing high-throughput batch processing using the Apollo Contacts API.

A comprehensive guide to setting up robust Role-Based Access Control (RBAC) and governance within enterprise data workspaces like Clay. Learn how to define specific user roles (Admin, Member, Viewer), allocate team credit budgets, isolate API keys, and conduct quarterly access audits to maintain data security and operational efficiency for large teams.

Guides CEOs through strategic planning, capital allocation, culture shaping, and stakeholder leadership with frameworks for board prep, fundraising, and crisis thinking in fast-moving organizations.

This skill implements core Customer.io platform features, enabling sophisticated customer communication workflows. Key functionalities include sending transactional messages (e.g., receipts, password resets) and push notifications, executing API-triggered broadcasts to defined segments, and managing user attributes to dynamically drive segment membership. Ideal for building advanced, data-driven marketing automation and customer lifecycle management systems.

This workflow guides the complete process of generating legal documents using the Documenso API. It covers creating document shells, uploading PDFs, defining multiple recipient roles (Signer, Approver, Viewer), setting specific signing orders, and strategically placing various interactive fields (Signature, Date, Text) across multiple pages. It is ideal for building complex, multi-party agreement workflows and managing the entire document lifecycle.

Implement comprehensive, template-based workflows for documents. This skill allows users to create reusable templates, programmatically generate multiple instances of documents by filling pre-defined fields, and manage complex signing processes. It supports direct signing links for public access and provides React components for seamless embedding into custom applications.

This resource provides a minimal working example for implementing a complete digital document signing workflow using the Documenso SDK. It comprehensively guides users through creating a document, uploading a PDF file, adding designated recipients, placing specific signature fields, and finally triggering the signing process via code examples (TypeScript, Python) or REST API calls. Use this when integrating document signing into new applications or testing core document management capabilities.

A comprehensive checklist for ensuring any Evernote integration is production-ready. It covers critical operational aspects including API key management, security hardening (encryption, sanitization), rate limit handling, robust monitoring setup, and post-deployment verification steps. Use this guide when deploying or auditing a live Evernote connection.

A comprehensive guide to configuring Fireflies.ai's Enterprise Role-Based Access Control (RBAC). Learn how to manage workspace roles (Admin, Member, Guest), organize transcripts into specific channels, control granular privacy levels, and manage external sharing via detailed API instructions. Essential for large organizations managing sensitive meeting data.

This guide details the usage limits, quotas, and rate limits across Granola's various plans (Basic, Business, Enterprise). It helps users understand the differences between tiers, the constraints on meetings, meeting history, and the Enterprise API, ensuring users can select the appropriate plan to avoid service interruptions and optimize API usage.

A comprehensive reference architecture for deploying meeting intelligence platforms (like Granola) across large organizations. This blueprint details the core data capture pipeline, integration topology using middleware (Zapier), multi-workspace structure (Sales, HR, Engineering), and robust security layers (SSO, AES-256) to ensure automated workflows from meeting to action item across all departments.

This module provides production-grade patterns for integrating the Juicebox AI-powered people search API. It includes a singleton client for centralized rate-limit handling, a robust request builder for complex criteria (location, company, experience years), and structured error wrappers for reliable API calls (retries, error context). Ideal for building scalable recruitment, market research, or data enrichment tools.