Skill UI

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.

Provides comprehensive steps for managing the Granola desktop app lifecycle. This guide covers performing manual or automatic version upgrades, resolving post-update issues, and executing complex subscription plan migrations (e.g., Basic to Enterprise). It details how to ensure data preservation during all transitions and includes managing team seats.

Provides guidance for designing and timing in-app paywalls, upgrade screens, and feature gates so free or freemium users encounter a value-led, low-friction path to paid plans right after their aha moment and before frustration.

This comprehensive guide details the process for managing service transitions on the TwinMind platform. It instructs users on how to audit current usage, export all key configurations (settings, integrations, webhooks), and execute plan upgrades (Pro or Enterprise) via both the dashboard and API. This ensures a seamless and controlled migration between service tiers.

Guides product and marketing teams to design in-app paywalls, upgrade prompts, and upsell modals that surface once users have experienced value, presenting clear benefits, frictionless paths, and respectful choices to convert free or trial accounts to paid tiers.

A comprehensive guide detailing the process of migrating bookkeeping and accounting services to Fondo. It covers multiple scenarios, including transfers from DIY solutions, other firms (like QuickBooks, Pilot, Bench), and managing changes in accountants. The guide outlines necessary data preparation (GL exports, bank statements, tax records) and the phased onboarding process to ensure seamless financial continuity for growing businesses.

This skill provides patterns for Procore upgrade migration and platform integration using the REST API and OAuth2 authentication. It allows programmatic interaction with the Procore platform for core construction management tasks, including project lifecycle management, RFI tracking, and submittal processing, ensuring seamless workflow automation.

This skill provides integration patterns for the RemoFirst platform, designed for global Human Resources (HR), Employer of Record (EOR), and payroll management. It enables automated interaction with international employee data and ensures compliance for global workforce operations.

This guide provides comprehensive instructions for migrating and integrating with the Workhuman Social Recognition and rewards API. It covers key concepts like peer-to-peer recognition, award levels (bronze to platinum), and bidirectional synchronization with major HRIS systems (Workday, SAP). Use this skill when building robust corporate employee recognition workflows or modernizing HR systems integration.

This guide provides expert CRO strategies for optimizing in-app monetization moments, such as paywalls, upgrade modals, and upsell prompts. It covers the entire user journey from freemium conversion and usage limit management to trial expiration. Learn core principles like 'Value Before Ask' and how to design friction-free, high-converting components to maximize paid adoption.

A comprehensive guide to optimizing in-app paywalls, upgrade modals, and upsell features. This skill covers best practices for transitioning free users to paid subscribers, focusing on value demonstration, proper timing (after the 'aha' moment), and structuring conversion paths for maximum impact.