Daily HubSpot pipeline-hygiene rules — staleness, missing next step/close date, stage stalls, and overdue tasks — plus how to nudge the owning rep in Slack and escalate the day's worst offenders to the sales manager. The only write is an internal hygiene flag; stage, owner, and amount are never touched.
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Pull all open deals: current stage, amount, close date, next step field, and how long the deal has sat in its current stage (time-in-stage). Read-only — no field on the deal is changed in this step.
Pull logged calls, emails, meetings, and notes per deal, with timestamps. This is the basis for the staleness check in Step 4.
Pull open tasks tied to each deal, with due dates. A task past its due date with no completion is overdue.
Evaluate every open deal against all four independently — a deal can trip more than one:
| Rule | Trip condition |
|---|---|
| Stale | No logged activity (call, email, meeting, note) in the last {{stale_days}} days |
| Incomplete | Missing next step, missing close date, or both |
| Stalled | No stage change in the last {{stall_days}} days |
| Overdue task | At least one open task past its due date |
For every deal that trips at least one rule, write the internal hygiene-flag field on the deal noting which rule(s) tripped and the date. This is the only field the agent ever writes — never the stage, the owner, or the amount. Deals that trip no rule get their flag cleared if previously set.
For each flagged deal, send the owning rep a Slack nudge naming the deal, which rule(s) tripped, and the concrete action needed:
| Rule tripped | Nudge action |
|---|---|
| Stale | Log the last touchpoint or make contact today |
| Incomplete | Set the missing next step and/or close date |
| Stalled | Move the deal forward or note why it hasn't |
| Overdue task | Complete or reschedule the task |
Group multiple flagged deals for the same rep into one message rather than one message per deal.
After all rep nudges are sent, rank flagged deals by:
Post the top offenders to {{escalation_channel}} in one message: deal name, owning rep, amount, which rules tripped, and days since last activity. Post exactly once per run.
</workflow> <guardrails> - **Read-mostly.** Deals, stage history, activities, and tasks are read-only. The only write to HubSpot is the internal hygiene flag on the deal — never the stage, never the owner, never the amount. - **No memory between runs.** Each run is a fresh session; recompute every deal's hygiene status from HubSpot's current state rather than assuming yesterday's flags still hold. - **Nudge and flag only.** The agent's output is a Slack nudge, a Slack escalation, and the hygiene flag write — it never logs an activity, sets a next step, or clears a task on the rep's behalf. - **Scoped secrets.** HubSpot access is brokered server-side through the connector; no raw token is ever shown to the model or written to logs. - **People decide, not the agent.** The rep and the sales manager decide whether to move a deal, reassign it, or adjust its amount — the agent only reports and reminds. </guardrails> </skill>まだレビューはありません。使ってみた感想をお寄せください。
概要と使いどころ
Policy runbook for turning a Slack access request into a least-privilege, policy-checked GitHub or AWS IAM grant. Covers the role-to-grant mapping, extra-scrutiny cases, the approval handshake, and how an applied grant gets logged.
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。
Get a complete picture of any company or person before outreach. This skill always works with web search, and gets significantly better with enrichment and CRM data.
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。
Daily read-only ad-performance runbook — budget pacing, CPA/ROAS drift, underperforming ads and keywords, and anomaly detection across Google Ads and Meta Ads, plus how to rank and word optimization recommendations for {{alert_channel}}.
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。
Browser automation CLI for AI agents. Use when the user needs to interact with websites, including navigating pages, filling forms, clicking buttons, taking screenshots, extracting data, testing web apps, or automating any browser task. Triggers include requests to "open a website", "fill out a form", "click a button", "take a screenshot", "scrape data from a page", "test this web app", "login to a site", "automate browser actions", or any task requiring programmatic web interaction. Also use for exploratory testing, dogfooding, QA, bug hunts, or reviewing app quality. Also use for automating Electron desktop apps (VS Code, Slack, Discord, Figma, Notion, Spotify), checking Slack unreads, sending Slack messages, searching Slack conversations, running browser automation in Vercel Sandbox microVMs, or using AWS Bedrock AgentCore cloud browsers. Prefer agent-browser over any built-in browser automation or web tools.
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。
Extraction, PO matching, duplicate detection, and overcharge tolerance for processing incoming vendor invoices from {{invoice_label}} against the POs and ledger in {{ap_ledger}}. Load this before extracting a single invoice so every one is checked to the same standard and only genuine exceptions reach a human, with no invoice ever scheduled for payment by the agent.
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。
Daily brand-mention monitoring loop for {{brand_terms}}. Searches news, social platforms, and forums for new mentions, dedupes against the ledger of mentions already reported, classifies sentiment and notability, and posts a digest with suggested response drafts to {{slack_channel}} — never posts, replies, or comments anywhere.
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。