HubSpot
CRM and sales workflows
Skills for HubSpot contact lookup, call preparation, follow-up, daily briefs, and CRM tasks.
Featured skills
call-prep
Prepares a focused brief before a sales call or meeting.
contact-lookup
Pulls a full view of a contact from HubSpot — deal status, lifecycle stage, last interaction, notes, tasks, and...
daily-brief
Generates a prioritised daily brief from HubSpot data plus any connected apps (calendar, email, Slack, meeting notes).
follow-up
Drafts a personalised follow-up or outreach email for a named contact, grounded in HubSpot deal context, recent notes,...
hubspot
Main HubSpot assistant and entry point for all CRM tasks.
import-contacts
Imports contacts into HubSpot from any source — a CSV file, a pasted list, or data from connected apps like Gmail.
log-call
Logs a call, meeting, or conversation against a HubSpot contact.
onboarding
Guided setup for a new or empty HubSpot portal.
pipeline-pulse
Quick pipeline snapshot — deals by stage, activity age, next step status, and closing timeline.
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