I’m really enjoying the benefits of skill creation. So far today, I’ve created three skills that will save me and my team hours of work.
- One-page brief ahead of meetings or phone calls with clients or customers
I give it a name or tell it to look on my calendar and select the people I’m meeting with today. It then checks LinkedIn, Pipedrive, and Obsidian, and also a website called Lusha to research the person I’m meeting or calling and extract from LinkedIn any contact details and whatever context it can find for the person. It will build some talking points for my discussions with the person and tell me if it can what the person’s interest is and how I should frame conversations or meetings with the person.
It looks through Obsidian to see what other meetings I’ve had or communications I’ve had with that person, checking the logs etc. in Obsidian to give me back a full history of previous interaction from Obsidian. It then searches through Pipedrive, my sales CRM, to pull back any information I can on the person, together with any deals we’ve concluded or are still in negotiations with the person. Everything I need to set me up for the discussion with that person.
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Making sure deals don’t go stale.
This skill searches through Pipedrive, our sales CRM, and identifies any deals where an email has been sent x number of days ago (for example, seven days ago) and where we haven’t had a response from the customer. It then reads that email and drafts an email to send to the customer based on the context of the email that we previously sent, with the intention of trying to get a reply from the customer. It places that draft reply or draft email into my drafts folder in Outlook, making sure that it has a BCC email address in the email to go to the customer. Ensuring that the email, when I send it, also gets logged into Pipedrive. -
Processing Plaud Meeting Notes
I use Plaud as my meeting note taker and now have a skill that will run on a schedule or manually. The skill will look at Plaud, identify all meetings and Plaud records that it has for the previous day. It makes sure that a transcript for them is created within Claude and then uses that transcript to create a set of meeting notes in Claude for the meeting. It puts the meeting notes into Obsidian into my meeting notes folder in Obsidian and creates a log entry in the daily note for that day in Obsidian with a wiki link to the meeting notes.
Each of these three skills is saving me hours per day. I’m really excited by what this whole process is going to deliver for us.
Looking forward to hearing and seeing what everyone else is doing in our next club meeting.
A big “Thank You” David, this is really a game changer.