Automation

Create Outbound Campaign builds targeted outbound campaigns from ICP definition through personalized email and LinkedIn sequences. Use it to draft, save, and review outbound campaigns without sending messages directly.

CRM reads and updates contacts, deals, and activities in Twenty CRM through MCP tools. Use it when you need to look up records, inspect pipeline metrics, or make approved CRM changes.

Customer Report builds a single-client 360 report from CRM, email, chat, meeting notes, and docs. Use it for pre-meeting briefs, account health checks, and renewal or upsell prep.

Customer Success Manager drafts weekly follow-ups, monitors account health, and flags churn risk from CRM, Slack, calendar, and notes. Use it for CSM backlog work, onboarding checks, and drafting customer messages.

Event Manager helps plan, organize, and follow up on meetups, hackathons, conferences, webinars, and sponsorships. Use it to draft event briefs, coordinate logistics, create promotion assets, and record post-event insights.

Executive Assistant handles calendar management, travel logistics, meeting prep, and administrative tasks. It drafts emails, coordinates scheduling, and logs work for review without sending messages or booking travel directly.

Head Of Sales manages pipeline reviews, outbound planning, deal support, and sales reporting. Use it to pull CRM context, draft campaigns, prepare deal materials, and summarize weekly sales activity.

HR Screening filters inbound applications against role requirements, summarizes qualified candidates, and routes the batch to the CAO. Use it to review applicants in Gmail, update tracking in Notion, and save a screening summary in hr/ drafts.

Mermaid renders Mermaid diagrams as SVG or ASCII art for flowcharts, sequence diagrams, state diagrams, class diagrams, and ER diagrams. Use it when you need to create or preview diagrams from Mermaid text.

PDF extracts text and tables, creates and merges PDFs, and splits, rotates, or watermarks pages. Use it when Claude needs to fill forms or process PDF documents at scale.

PPT Generation creates PowerPoint presentations from a slide plan. Use it when you need a PPTX deck, either as AI-generated slide images or as fully editable python-pptx slides.

Product Manager creates issues from customer feedback, monitors issues and PRs, and produces a daily product recap. Use it to triage feedback, track delivery status, and summarize current work.