Skill UI

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 comprehensive guide details how to configure robust Role-Based Access Control (RBAC) for Lindy AI workspaces. It is essential for setting up team permissions, managing complex workspace access, and enforcing enterprise security policies. Learn how to implement advanced features like SSO, SCIM synchronization, and detailed audit logging to ensure data security and separation of duties across large organizations.

Provides a virtual boardroom for founders with CLI-driven C-suite agents, structured multi-role meetings and routing to deliver strategic recommendations, context capture, and decision logging for high-stakes choices.

This skill provides comprehensive API access to manage core Attio workflow components. Users can list and query pipelines, create, update, and delete list entries, track activities via notes, and manage tasks assigned to records. It is ideal for automating complex CRM workflows, sales pipeline management, and activity logging within Attio.

Locks a strategic decision for a defined cooldown period to prevent impulse reversal after high-pressure or irreversible choices. Provides override logging, kill-criterion auto-release, and integration with chief-of-staff routing for disciplined decision execution.

A comprehensive framework for creating defensible, bottom-up sales forecasts. This model guides users through building detailed pipeline stage models, conducting scenario analysis (Upside, Base, Downside), and logging key assumptions. Ideal for sales and revenue leaders who need a systematic, data-driven approach to projecting future revenue, moving beyond simple guesswork.

This skill provides a comprehensive audit framework for evaluating AI agents used in legal, compliance, or business operations. It assesses the risks associated with delegated authority—such as sending messages, filing documents, or making payments—by checking for adequate controls, logging, revocation mechanisms, and clear accountability chains. It is essential for firms connecting agents to sensitive systems like CRM, court portals, or financial accounts to ensure safe and compliant deployment.