「anthropic」の検索結果

Stage-by-stage pipeline health check - coverage, aging, conversion, and at-risk deals - from CRM opportunity data. Use when the user asks "review my pipeline", "pipeline health", "where's my pipeline stuck", "weekly pipeline review", "which deals should I focus on this week", "any stale or stuck deals", "which deals have past close dates", "which deals are single-threaded", or "check my pipeline coverage against my number".

日本語の概要は準備中です。原文の説明を表示しています。

Pre-call brief for an upcoming meeting - attendees, account history, prior call context from transcripts, open opportunity status, and suggested discovery questions. Use when the user asks "prep me for [meeting/company]", "call prep [company]", "I'm meeting with [company], prep me", "get me ready for [meeting]", or "what do I need to know before my [time] call".

日本語の概要は準備中です。原文の説明を表示しています。

Morning rundown - today's meetings with account context, opps closing soon with stale flags, waiting customer emails, and the day's top actions. Use when the user says "daily briefing", "daily brief", "morning briefing", "what's my day", "what's on my plate today", "prep my day", "start my day", "morning rundown", or on a schedule.

日本語の概要は準備中です。原文の説明を表示しています。

Analyze recently closed opportunities to find patterns in what wins and what loses - stage of loss, common objections from transcripts, deal characteristics. Leader-focused. Use when the user asks "win loss review", "why are we losing deals", "what's working", or "analyze closed opps".

日本語の概要は準備中です。原文の説明を表示しています。

First-run setup - checks which tools are connected, shows what's connected and what each one unlocks, learns how you write from your sent email, and renders a starter dashboard right away with no upfront interview. When tools are missing it walks through connecting the CRM, then email, then calendar, showing something useful after each. Use on first open, or when the user says "set me up", "get started", "what's connected", "learn my voice", "match my writing style", or "onboard me".

日本語の概要は準備中です。原文の説明を表示しています。

Health check on a customer account and QBR-ready prep - relationship strength, engagement trend, risk signals, value delivered, and the agenda that makes the review worth their time. Use when the user asks "how healthy is [account]", "customer health check", "prep the [account] QBR", "business review prep", or "are we at risk with [customer]".

日本語の概要は準備中です。原文の説明を表示しています。

Keeps the CRM current without the owner ever opening it. Creates and updates contacts and deals from email, calendar, and call transcripts; logs activity automatically; drafts follow-ups on deals that have gone quiet; and maintains a next-step queue so nothing sits unowned. Runs on demand or on a schedule, includes a hygiene sweep for duplicates and stale records, and builds a lightweight CRM in a spreadsheet for owners who don't have one. Use this whenever CRM data or pipeline hygiene comes up — including phrasings like "update my CRM," "log this call," "clean up HubSpot," "clean up Salesforce," "add this to the deal," "turn my meeting into a deal note," "which deals have gone quiet," "I hate data entry," or "my pipeline is out of date." Reach for it when the owner describes a call or meeting worth recording, even without naming the CRM.

日本語の概要は準備中です。原文の説明を表示しています。

Draft a personalized outreach email or multi-touch sequence to a prospect, create it as an email draft for review, and add the contact to a sequence in your sales engagement tool when asked. Use when the user asks to "draft outreach to [person/company]", "write a cold email to [prospect]", "re-engage [prospect]", "draft a 3-touch sequence", or "reach out to [person]".

日本語の概要は準備中です。原文の説明を表示しています。

Leader view - roll up a team's pipeline by rep and stage, flag at-risk deals, and surface coaching moments. Use when the user asks "show my team's pipeline", "team forecast", "prep for my team's pipeline review", or "where does my team need help".

日本語の概要は準備中です。原文の説明を表示しています。

Score and route an inbound lead, or rank a backlog of leads, against your ICP and qualification framework, then recommend a priority and next action. Use when the user asks "triage this lead", "triage my leads", "rank my lead backlog", "is [company] a good lead", "qualify [lead]", or pastes or uploads lead info.

日本語の概要は準備中です。原文の説明を表示しています。

Sync tasks and refresh memory from your current activity. Use when pulling new assignments from your project tracker into TASKS.md, triaging stale or overdue tasks, filling memory gaps for unknown people or projects, or running a comprehensive scan to catch todos buried in chat and email.

日本語の概要は準備中です。原文の説明を表示しています。

Lightweight NDA, MSA, and vendor contract review for SMBs without legal on staff. Reads contracts from local files, mail attachments (Gmail or M365), a connected file store (Google Drive or M365), or DocuSign envelopes; flags non-standard terms; explains risks in plain English; and outputs a marked-up redline as a separate DOCX. Use when the user says "review this contract," "what am I signing," "red flags," "flag any concerns," "check the payment terms," or uploads/forwards a contract or legal agreement.

日本語の概要は準備中です。原文の説明を表示しています。

Guided updates to an opportunity - push the stage, move the close date, set next steps, fix amount or forecast category. Shows the before/after, writes what you ask for or accept, and verifies with a record link. Use when the user says "push [deal] to [stage]", "move the close date on [opp]", "update next steps on [account]", "mark [deal] commit", or accepts a suggested update from another skill.

日本語の概要は準備中です。原文の説明を表示しています。

360-degree view of an account - CRM data, recent email threads, docs, transcripts, and internal chat chatter, synthesized into one brief. Use when the user asks "tell me about [account]" (an existing customer; for a prospect, account-research), "account context for [name]", "what's going on with [account]", or "catch me up on [account]".

日本語の概要は準備中です。原文の説明を表示しています。

Draft blog posts, social media, email newsletters, landing pages, press releases, and case studies with channel-specific formatting and SEO recommendations. Use when writing any marketing content, when you need headline or subject line options, or when adapting a message for a specific platform, audience, and brand voice.

日本語の概要は準備中です。原文の説明を表示しています。

Create or update an operational runbook for a recurring task or procedure. Use when documenting a task that on-call or ops needs to run repeatably, turning tribal knowledge into exact step-by-step commands, adding troubleshooting and rollback steps to an existing procedure, or writing escalation paths for when things go wrong.

日本語の概要は準備中です。原文の説明を表示しています。

Run a compliance check on a proposed action, product feature, or business initiative, surfacing applicable regulations, required approvals, and risk areas. Use when launching a feature that touches personal data, when marketing or product proposes something with regulatory implications, or when you need to know which approvals and jurisdictional requirements apply before proceeding.

日本語の概要は準備中です。原文の説明を表示しています。

Review and analyze product metrics with trend analysis and actionable insights. Use when running a weekly, monthly, or quarterly metrics review, investigating a sudden spike or drop, comparing performance against targets, or turning raw numbers into a scorecard with recommended actions.

日本語の概要は準備中です。原文の説明を表示しています。

Two-tier memory system that makes Claude a true workplace collaborator. Decodes shorthand, acronyms, nicknames, and internal language so Claude understands requests like a colleague would. CLAUDE.md for working memory, memory/ directory for the full knowledge base.

日本語の概要は準備中です。原文の説明を表示しています。

Write a feature spec or PRD from a problem statement or feature idea. Use when turning a vague idea or user request into a structured document, scoping a feature with goals and non-goals, defining success metrics and acceptance criteria, or breaking a big ask into a phased spec.

日本語の概要は準備中です。原文の説明を表示しています。

Initialize the productivity system and open the dashboard. Use when setting up the plugin for the first time, bootstrapping working memory from your existing task list, or decoding the shorthand (nicknames, acronyms, project codenames) you use in your todos.

日本語の概要は準備中です。原文の説明を表示しています。

Check the status of existing agreements with a vendor across all connected systems — CLM, CRM, email, and document storage — with gap analysis and upcoming deadlines. Use when onboarding or renewing a vendor, when you need a consolidated view of what's signed and what's missing (MSA, DPA, SOW), or when checking for approaching expirations and surviving obligations.

日本語の概要は準備中です。原文の説明を表示しています。

Document a business process — flowcharts, RACI, and SOPs. Use when formalizing a process that lives in someone's head, building a RACI to clarify who owns what, writing an SOP for a handoff or audit, or capturing the exceptions and edge cases of how work actually gets done.

日本語の概要は準備中です。原文の説明を表示しています。

Plan a sprint — scope work, estimate capacity, set goals, and draft a sprint plan. Use when kicking off a new sprint, sizing a backlog against team availability (accounting for PTO and meetings), deciding what's P0 vs. stretch, or handling carryover from the last sprint.

日本語の概要は準備中です。原文の説明を表示しています。