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.

This comprehensive skill guides users through a systematic, 7-part brand strategy process, mirroring methodologies used by top agencies. It covers defining the core brand truth, architecting target audiences, establishing cultural context, developing messaging, defining visual principles, planning channel strategy, and setting measurement KPIs. Use this framework to build a robust and cohesive brand foundation from scratch.

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.

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.

Implements robust Role-Based Access Control (RBAC) for Juicebox, an AI-powered platform for recruiting and sales. This system defines granular permissions for various roles (Admin, Recruiter, Analyst, etc.), controlling access to sensitive candidate databases, data enrichment capabilities, outreach functions, and data export. It ensures data governance, maintains compliance (e.g., SOC 2), and segments user access based on job function and need-to-know principles.

Guides optimizing account signup, registration, and trial activation flows to reduce friction, improve completion rates, and drive activation with principles covering field prioritization, trust signals, multi-step best practices, and mobile considerations.

This skill is designed to help users optimize the operational costs of the TwinMind AI platform. It provides detailed usage monitoring and guidance for selecting the most appropriate subscription tier (Free, Pro, or Enterprise). Users can manage advanced features such as high-accuracy transcription (Ear-3) and AI summarization across multiple models (GPT-4, Claude, Gemini), ensuring efficient resource utilization and cost control for large-scale meeting AI operations.

This skill provides centralized management for organization-wide Windsurf settings, including editor preferences, AI behavioral policies, tool approvals, and compliance requirements. It is essential for administrators who need to standardize configurations, manage global team policies, and ensure organizational compliance across multiple teams within an enterprise setting.

This tool provides comprehensive competitive intelligence by scraping and analyzing data from major online platforms, including Google Maps, Booking.com, Facebook, Instagram, YouTube, and TikTok. It extracts structured data on competitors' content, pricing, ad strategies, review sentiment, and market positioning. Ideal for market researchers, product managers, and marketing strategists who need deep benchmarks across multiple digital channels to refine their own strategy.

Generate comprehensive, legally structured business documents including contracts, proposals, SOWs, NDAs, and MSAs. This tool supports multiple global jurisdictions (US, EU/GDPR, UK, DACH), ensuring documents meet specific legal requirements for IP assignment, payment terms, and data compliance. Ideal for international client engagements or defining complex project scope.

An expert guide for planning, designing, and implementing statistically rigorous A/B tests and product experiments. It covers core principles like formulating strong hypotheses, selecting primary/guardrail metrics, calculating sample sizes, and analyzing results to drive actionable business insights.