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 Attio CRM operations via Composio MCP, letting you fuzzy-search records, run advanced filters, browse notes, explore object schemas, and list entries with natural language so teams manage relationship data faster.

Automates Attio CRM operations via Composio MCP, letting you fuzzy-search records, run advanced filters, browse notes, explore object schemas, and list entries with natural language so teams manage relationship data faster.

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.

A comprehensive guide for navigating Clay's plan changes, pricing overhauls (specifically the 2026 model), and feature upgrades. This skill helps users understand credit restructuring from legacy plans to new Data Credits and Actions, audit current usage, and adapt their integration code to ensure uninterrupted workflow operation after a migration.

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.

A comprehensive guide and set of scripts for optimizing Customer.io spending. It details strategies for auditing profile counts, suppressing/deleting inactive users, deduplicating high-volume events, and implementing event sampling to reduce billing costs and maintain data hygiene.

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.

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.

This guide details the comprehensive setup of Granola for large-scale, multi-departmental enterprise environments. It covers creating isolated workspaces (e.g., Engineering, HR, Sales), integrating Identity Providers using SSO/SCIM, and implementing granular compliance controls (data retention, external sharing, MFA) to ensure data security and departmental autonomy.

This comprehensive checklist guides teams through the entire process of deploying Granola in a production or enterprise environment. It covers critical phases including plan selection, security hardening (SSO, data retention), integration setup (Slack, Notion, CRM), pilot testing, and post-launch monitoring, ensuring a smooth and successful organizational rollout.

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.