Research a contact in Common Room using an email, social handle, or name. Bring together available background, activity, website visits, and company context, then suggest conversation starters supported by actual engagement signals.
Draft clear Slack messages using mrkdwn, Slack’s own text formatting syntax. Structure announcements and requests around the main point, format links and emphasis correctly, and choose between thread replies and channel posts based on the conversation.
Apply existing brand guidelines to emails, proposals, presentations, and social posts. The skill keeps terminology and brand personality consistent, adjusts tone for the audience and context, and explains the choices behind the resulting content.
Find Slack messages, files, channels, and people by choosing search terms and filters. Follow relevant results into threads and surrounding conversations to understand the context, with guidance on private searches and recent messages.
Draft personalized sales emails, call scripts, and LinkedIn messages using Common Room activity data and recent public news. Each draft connects a specific prospect signal to the outreach, with notes explaining the chosen angle and any assumptions.
Helps implement shared browser support with Zoom Cobrowse SDK. Covers customer and support agent integration, PIN connections, drawing tools, sensitive field masking, and consent-based page scrolling, with references for authentication and connection troubleshooting.
Describe your ideal customer in plain language to find matching companies and decision makers. The skill adds company details and contact information, then presents a ranked lead table showing how closely each prospect matches your criteria.
Prepare for customer meetings with a concise brief built from Common Room data. Combine company activity, attendee profiles, and previous conversations into specific talking points, likely discussion topics, and a recommended meeting outcome.
Turns sales and stock data into a reorder plan with quantities, costs, and estimated stockout dates. Prepares supplier purchase orders, email drafts, and accounting memos for later invoice checks, while flagging slow stock and requiring approval before sending.
Uses Apollo to enrich a lead from a name, company, LinkedIn URL, or email address. Builds a contact card with available contact and company details, then offers actions such as saving the contact or finding colleagues.
Turn an open-ended business request into a recommendation for the right Small Business plugin skill or command. It considers stored business context, urgency, and connected tools, explains the next step, and requests confirmation before starting.
Find prospects by role, industry, company size, and location, then add approved contacts to an Apollo sequence, a series of outreach emails. The workflow enriches details, creates contacts with deduplication, and reports enrollment results.
Draft customer replies using order details, payment status, support history, and refund policies, matching the owner's writing style. With connected tools, prepare approved refunds and identify Shopify orders that need attention before customers contact support.
Creates a hiring packet from a role brief: a job post, interview guide with scoring criteria, and offer letter template. Can also prepare a DocuSign draft for review before the user approves sending it.
Assess whether sales and marketing are working by combining channel revenue, sales conversion, campaign returns, product performance, and customer feedback. Get a concise growth report with prioritized actions supported by available business data.
Guide Zoom Contact Center integrations across Zoom client apps, websites, and native mobile apps. Use platform references to implement chat, video, scheduled callbacks, and handling of customer interaction states, context changes, and resource cleanup.
Maintain an ongoing social content calendar, learn the owner's writing style, and prepare Canva graphics and captions. Adapt approved content across channels and stage posts for review, with manual posting plans available when connectors are absent.
Bring together public reviews, complaints, and customer activity to identify recurring issues and customers who may leave. Produce evidence-backed themes, review reply drafts in the owner's voice, and personalized messages to win back inactive customers.
Research sales accounts using Common Room data to summarize company details, buying signals, ownership, and key contacts. Answer specific questions directly or prepare a broader briefing with evidence-based next steps, clearly identifying missing information.
Audit a public website for search visibility and AI readability, then prepare prioritized fixes, configuration files, and revised copy. For connected stores, review product listings and apply approved batches of updates to titles, descriptions, and SEO fields.
Prepare payroll from timesheets, checking hours, pay, and unusual entries for each employee. Produce a run sheet for the owner to review and approve, with supported staging in Gusto and accounting entries after submission.
Build targeted company and contact lists with Common Room's Prospector. Refine criteria through conversation, distinguish new companies from existing accounts, and prioritize existing accounts using available activity signals and scores.
Turn meeting notes, voice memos, photos, drawings, or requests for proposals into priced proposals and estimates. Use existing templates and historical rates to produce DOCX and PDF files, with approval-based signature routing and deposit invoicing where supported.
Identify customers whose purchases have fallen behind their usual rhythm, prioritize them by past value and warning signs, and draft personalized follow-ups. Send approved messages and log activity, stopping the sequence when a reply arrives.
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