Skills Library
Skills your agent can pick up
A growing library of ready-made skills your Needle agent runs out of the box — from call prep to CRM hygiene. Browse the playbooks below.
Call Prep
Stage-aware pre-call brief. Fires ~30 min before a booked meeting; reads the deal's pipeline STAGE to decide what kind of brief (discovery / trialing / re-engage), pulls the right sources, and routes to the right place. Baseline everyone in common/ can adjust.
Deal Brief
Full deal intelligence brief: pull all context from HubSpot, Slack (user token), Gmail, and Fireflies for any deal. Produces a structured report with MEDPICC gaps and next actions.
Format Slack Message
Use when sending any response to Slack — converts markdown to Slack-native formatting so the output renders cleanly instead of showing raw symbols.
Alex Call Prep
Alex's call-prep deploy notes. The shared engine identifies the box from its own Google Calendar — no config file. Alex's only personalization is one line in REP_OUTPUT_CHANNEL. Load when deploying/checking Alex's call-prep.
Needle Add Deal Info
Add rep-authored note, update MEDPICC fields (tagged [Rep]), and create a HubSpot task on a deal.
Needle Add Lead
Add one or more leads (single LinkedIn URL or CSV batch) into HubSpot as Contact + Company + Deal in Outreach stage.
Needle Call Coaching
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Needle Content Pipeline
Daily 10:00 cron — posts this week's content plan to #content-pipeline Slack channel from Notion Content Pipeline DB.
Needle CRM Dup Check
Weekly HubSpot duplicate detection for Needle CRM. Alerts #crm-health only on critical (same-contact split) duplicates; silent otherwise. Safety net behind the lead-creation dedup fixes.
Needle LinkedIn HubSpot Sync
Run LinkedIn outreach via browser agent and auto-sync sent leads to HubSpot as Contact + Company + Deal at Outreach stage. Portable across HubSpot portals; scalable to hundreds of leads per run.
Needle Non Deal Contacts
Handle contacts who are NOT sales deals — channel partners, advisors, investors, referrals. Keep in CRM but outside the pipeline.
Needle Ops Sync
Sync Cortex changes (cron jobs, automations, skills, SOUL.md) back to your-org/company-operations repo with CHANGELOG entry