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.

Automates enterprise backlog grooming by following best-practice workflows, generating ready-to-use artifacts, and validating compliance patterns when projects mention the backlog grooming assistant trigger.

Automates BambooHR operations via Composio's Rube MCP toolkit, letting HR teams list employees, detect recent changes, manage time-off flows, update profiles, and handle dependents or benefits while always querying current tool schemas first.

Provides automated guidance for batch file processor tasks in business automation, covering workflow automation, email handling, spreadsheet operations, and process optimization while generating production-ready code and validating outputs.

Guides SaaS teams through designing cancel flows, save offers, exit surveys, and dunning to stop voluntary and involuntary churn, with targeted questions and reason-to-offer mapping plus post-cancel win-back cues.

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.

An elite AI-powered specialist mastering end-to-end customer support. This skill guides the implementation of advanced conversational AI, automated ticketing systems, and comprehensive omnichannel strategies. It covers sentiment analysis, knowledge base optimization, e-commerce support, and advanced CX analytics, ensuring seamless, human-centered, and efficient customer journeys across all platforms.

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.

A professional tool for building Discounted Cash Flow (DCF) valuation models directly in Excel. This skill generates a comprehensive, multi-sheet model including FCF projections, WACC calculations, terminal value analysis, and two-way sensitivity tables. It is designed for investment banking and corporate finance professionals needing to determine intrinsic or enterprise value.

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 comprehensive guide provides strategies to optimize your Granola spending. Learn how to calculate individual and team ROI by quantifying time saved, selecting the most appropriate plan (Basic, Business, or Enterprise) based on usage needs, auditing inactive seats, and implementing advanced billing strategies to maximize value and minimize costs.

Configure robust role-based access control (RBAC) for Granola workspaces, essential for enterprise-level data security and governance. This guide details setting up role hierarchies (Owner, Admin, Member, Viewer), defining granular permissions, integrating SSO/SCIM for automated provisioning, and implementing least-privilege access principles. It also covers advanced features like per-workspace sharing policies and detailed audit logging to ensure regulatory compliance.