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.

v2.3.0Needle AI

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.

v2.0.0Needle AI

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.

v1.0.0Needle Agent

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.

v1.0.0Needle AI

Needle Add Lead

Add one or more leads (single LinkedIn URL or CSV batch) into HubSpot as Contact + Company + Deal in Outreach stage.

v1.0.0Needle AI

Needle Call Coaching

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v1.0.0

Needle Content Pipeline

Daily 10:00 cron — posts this week's content plan to #content-pipeline Slack channel from Notion Content Pipeline DB.

v1.0.0Needle AI

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.

v1.0.0Needle AI

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.

v1.3.0Needle AI

Needle Non Deal Contacts

Handle contacts who are NOT sales deals — channel partners, advisors, investors, referrals. Keep in CRM but outside the pipeline.

v1.0.0Needle AI

Needle Ops Sync

Sync Cortex changes (cron jobs, automations, skills, SOUL.md) back to your-org/company-operations repo with CHANGELOG entry

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