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.

Provides automated guidance for business automation workflows focused on building, validating, and optimizing Excel formulas, helping teams iterate on spreadsheets, email processing, and workflow optimization quickly.

Guides business teams through Google Sheets automation by explaining patterns, generating production-ready code, and validating workflows for email processing, spreadsheet operations, and process optimization.

A specialized advisor for drafting comprehensive legal documents, including privacy policies, terms of service, disclaimers, and data processing agreements. It ensures compliance with major global regulations such as GDPR, CCPA, LGPD, and COPPA, helping businesses mitigate legal risk and maintain industry-leading compliance standards.

A comprehensive guide and tool for building and configuring complex, multi-step AI agent workflows. Users can define sophisticated automation pipelines by chaining together customizable triggers (e.g., email, webhook), actions (e.g., Slack post, database update), conditional logic, and external knowledge bases. Ideal for automating business processes like customer support triage, data processing, and complex notifications, ensuring deterministic and scalable AI operations.

Automatic assistant for Make scenario creator tasks, offering guidance on workflow automation, spreadsheets, email processing, and business process optimization aligned with best practices.

This skill automates the entire SOC 2 Type II audit lifecycle. It facilitates gap assessment against AICPA Trust Services Criteria (CC1-CC9) and collects continuous evidence from major cloud providers (AWS, Azure, GCP) and identity systems (Okta, Jira). It supports validating control effectiveness, remediation tracking, and overall compliance monitoring for Security, Availability, Processing Integrity, Confidentiality, and Privacy.

This tool is designed to enhance lead intelligence by processing and analyzing prospect data. It helps users gain deep insights into potential customers, improving targeting accuracy, optimizing sales pipelines, and refining marketing strategies for business growth.

This comprehensive toolkit automates all major Stripe payment operations, including customer management, creating charges, handling subscriptions, generating invoices, and processing refunds. By leveraging structured workflows through Rube MCP, it provides a unified interface for complex financial processes, ensuring reliable and efficient automation of your billing and payment systems.

Provides comprehensive integration patterns for Finta fundraising CRM. This skill details how to connect Finta with external services via CSV processing, email APIs (Gmail/Outlook), webhooks (Zapier/Make), and payment gateways. It is essential for automating investor outreach, syncing complex deal data, and building custom fundraising dashboards throughout the investment lifecycle.

This skill provides comprehensive automation for core HubSpot business processes. It manages marketing automation tasks, including creating and updating contact lists, processing form submissions, and executing marketing email campaigns. Furthermore, it handles the full customer support lifecycle by creating, updating, and closing support tickets and follow-up tasks.

This guide provides a comprehensive approach to setting up secure webhook endpoints for HubSpot CRM events. It demonstrates best practices for handling real-time data changes, including robust v3/v2 signature verification to ensure data integrity. Furthermore, it implements idempotent logic to prevent duplicate event processing when integrating a custom system with HubSpot's contact, company, or deal records.