Skill UI

This comprehensive guide details the process of managing BambooHR API changes, addressing breaking changes, and migrating from legacy patterns. It covers critical tasks such as converting XML to JSON, updating deprecated field usages (e.g., 'bestEmail' to 'workEmail'), and implementing robust testing and rollback strategies for seamless integration.

This reference architecture provides a blueprint for integrating Fathom meeting intelligence data into enterprise systems. It details the full data pipeline, spanning from initial Fathom recordings via webhooks to structured storage (PostgreSQL), action item extraction, and downstream synchronization with CRMs (like Salesforce/HubSpot) and email systems. Ideal for developers building automated, real-time business process workflows.

A comprehensive guide for building applications with Claude, ensuring responsible data handling. This skill covers critical patterns such as PII redaction (stripping sensitive data like emails, phone numbers, and card numbers), optimizing the 200K token context window through conversation trimming, and implementing best practices for data retention and privacy compliance when interacting with the Anthropic API.

This skill provides comprehensive handling for sensitive data extracted from the ClickUp API. It includes automated PII detection (emails, phone numbers, SSN), data redaction for secure logging, and mechanisms to ensure GDPR/CCPA compliance through structured data exports. Furthermore, it enforces data retention policies, managing data lifecycle from collection to secure deletion.

This skill provides robust mechanisms to ensure data privacy when interacting with Cohere APIs (Chat, Embed, etc.). It implements advanced PII detection (emails, SSNs, IP addresses, etc.), performs pre-call redaction to mask sensitive information, and includes post-call scrubbing and detailed audit logging. Essential for achieving GDPR/CCPA compliance and safely handling sensitive user data.

This workflow automates post-meeting intelligence management. It syncs detailed meeting notes, summaries, and action items captured by Fathom to major CRMs like Salesforce or HubSpot. It also generates tailored follow-up emails and maintains a structured meeting history database, ensuring seamless follow-through and accurate record-keeping after every meeting.

A comprehensive guide to diagnosing and fixing common technical and workflow errors encountered in the Finta fundraising CRM. It covers API status codes (400-502), data validation issues (e.g., duplicate investors, missing fields), and synchronization breakdowns for investors, pipelines, and emails. Essential for maintaining data integrity during fundraising operations.

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 governs the secure ingestion and indexing of enterprise documents from diverse connectors (e.g., Google Drive, Confluence, Jira). Key functions include mandatory PII filtering (stripping emails, phones, SSNs) before indexing, preserving strict permission boundaries, and enforcing data retention policies to ensure compliance with global regulations like GDPR and CCPA.

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 comprehensive workflow manages the entire customer data lifecycle within Klaviyo. It allows users to create, update, and upsert detailed customer profiles (including LTV, properties, and contact info), manage target lists, and securely handle subscriptions. It is critical for syncing CRM or website data to enable advanced segmentation and personalized email/SMS marketing campaigns.

This comprehensive workflow provides advanced programmatic access to the Klaviyo API for end-to-end marketing automation. Users can track server-side customer events (e.g., purchases, sign-ups), query detailed metrics, manage audience segments, and programmatically create, customize, and send targeted email campaigns. Ideal for integrating e-commerce data into sophisticated marketing funnels.