From file to useful result
How to ask with this skill installed
Installing the skill gives your AI a method. Your request still has to provide the case-specific facts, constraints and expected output.
1Name the real task
Describe the decision or deliverable, not just the topic.
2Provide the evidence
Add source material, audience, limits and known facts.
3Define done
Set format, quality criteria and checks.
Source example
Replace the brackets with your case
When to use it
- A new lead comes in and needs immediate assignment to a rep (round-robin, territory, or weighted assignment)
- Deals have been stuck in a stage for too long and need automatic follow-up reminders
- A deal is won or lost — need to trigger post-sale workflows (onboarding, NPS survey, re-engagement)
- Re-engagement automation for cold leads (no activity in 30/60/90 days)
- Lead scoring automation based on engagement (email opens, website visits, form fills)
- Automatically updating a field on a record based on another field's change
Mistakes to avoid
- Creating cascading automations (Automation A triggers Automation B triggers Automation C) — this is impossible to debug; keep automations as flat, direct chains
- Using "Contact Property Changed" as a trigger without specifying which property — this will fire on EVERY change including auto-updates from integrations, creating infinite loops
- Not setting a "do not re-trigger" condition — without this, every time a contact meets the trigger criteria, the automation fires again, potentially spamming the customer
- Ignoring the "last modified" metadata — if a deal is updated by an automation (not a human), it should NOT reset a "days in stage" counter; check your CRM's field update settings carefully
- Automating email sequences without checking CAN-SPAM and GDPR compliance — every automated email needs a physical mailing address and unsubscribe link; failing this has caused serious legal liability for companies