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Maintain a daily review cockpit for high-intent leads and hand-raisers.
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Basado en la clasificación ocupacional SOC
| name | daily-lead-steward |
| description | Maintain a daily review cockpit for high-intent leads and hand-raisers. |
Use this skill to keep a persistent operating view of high-intent leads, especially hand-raisers and enterprise or large-enterprise MQLs.
Coordinate opportunities and customer records across multiple CRMs while preserving attribution, visibility, commissions, and governance.
Install and connect Zapier, routing to the right surface (MCP, SDK, or CLI) for what the person needs. Use when someone says "install Zapier", "add Zapier", "connect Zapier", or "set up Zapier", or when they want an AI client (Claude, ChatGPT, Cursor) to use their apps, want to call Zapier from code, or want Zapier in the terminal.
Keep Zapier Tables or another MCP-connected record store as the source of truth while Google Sheets-based tools read an event-driven cache tab.
Find media, partnership, and high-intent requests buried in a shared Gmail inbox, summarize the useful ones, and route them to the right owner through Zapier MCP.
Prioritize inbound client calls by reading transcripts, classifying urgency, matching callers to legal client and matter context, and preparing a callback list for human review.
Build tailored customer-facing sales or customer success decks from approved account context and generate the presentation with Gamma through Zapier MCP.
