21 skills available
Showing 21 skills across 12 publishers
Five-phase grant consultant intake for grant readiness. Use when a user needs structured intake for org name, mission, programs, sector selection (workforce, health, green economy, education, housing, arts, agriculture), logic models per program, sector-specific questions, and a Grant Readiness Summary plus Organizational Profile export.
Qualify groups for non-recourse stock/crypto loans and institutional block trades based on lender criteria. Maintains provider anonymity during qualification. Notifies Erik @ Volume Finance upon qualification.
Apollo.io API for people and company enrichment, prospecting, and sales intelligence
Use Seren API directly for agent registration/authentication, account recovery, wallet funding, publisher discovery/execution, payment capability checks, and billing endpoints across api.serendb.com.
Connect to Attio CRM to manage contacts, companies, deals, lists, tasks, notes, meetings, and comments through AI agents. Search records, create entries, update pipelines, and manage your sales workflow.
Prepare for strategic account meetings, support selective live guidance, and reconcile post-meeting follow-up while enforcing consolidation, confidence, and anti-repetition guardrails.
Supportive sales-executive coaching skill that runs a Behavior-Attitude-Technique loop, journals completed sales work, tracks pipeline progress in SerenDB, reinforces momentum without pressure, and turns self-directed technique reviews into the next behavior plan.
Diagnose crypto wallet access-loss scenarios, classify self-recovery feasibility, guide safe local recovery attempts for simple cases, and prepare sponsor handoff summaries for expert-only cases.
Qualify groups for non-recourse stock/crypto loans and institutional block trades based on Ovadiya criteria. Maintains provider anonymity during qualification. Notifies Erik @ Volume Finance upon qualification.
Team memory system for family offices. Captures structured institutional knowledge (decisions, assumptions, risks, commitments, open questions), proactively resurfaces relevant context, asks for stale-memory validation, generates pre-meeting briefs and memory digests, and rewards contribution through visible team leverage.
Create, read, update, and delete Google Calendar events. Supports free/busy queries, recurring events, multi-calendar management, and meeting scheduling with OAuth authentication.
Read and manage Google Contacts via the People API. Access contact information including names, emails, phone numbers, and organizations with OAuth authentication.
Create, read, and update Google Docs documents. Supports document creation, content insertion, formatting, and batch updates with OAuth authentication.
Create, read, update, and manage files and folders in Google Drive. Upload documents, organize folder structures, search files, and manage sharing permissions with OAuth authentication.
Create and manage Google Meet meeting spaces. Generate meeting links, configure meeting settings, and manage active conferences with OAuth authentication.
Read and write Google Sheets data, create spreadsheets, manage worksheets, and apply formatting. Supports batch reads, cell updates, and formula operations with OAuth authentication.
Access real-time Google Trends data including interest over time, regional breakdowns, related topics and queries. Supports up to 5 keywords per search, geographic filtering, date ranges, and search property filters.
Connect to Linear to manage issues, projects, cycles, and team workflows through AI agents. Create and update issues, manage project roadmaps, track sprint cycles, and search across your workspace.
Manage SharePoint sites, document libraries, files, folders, and lists via Microsoft Graph API. Browse sites, upload and download files, create folders, copy files, and search across sites with OAuth2 authentication.
Lean partner-link distribution skill for the seren-affiliates publisher program portfolio. Operates one publisher program per run. Bootstraps the affiliate profile (registering on first run), caches joined programs in serendb, ingests contacts from a pasted list or from Gmail/Outlook address books, drafts a pitch once per run via seren-models for operator approval, sends approved copy through Gmail (preferred) or Microsoft Outlook, enforces per-program dedupe plus a global unsubscribe list, and reports local plus live conversion and commission stats from seren-affiliates.
Review-first outreach skill for the default Seren Bucks affiliate campaign. It bootstraps affiliate context, mines sent-mail history and address books for candidates, persists them into a skill-owned CRM, proposes an editable daily top-10, drafts outbound and reply batches for approval, reconciles affiliate and reply signals, enforces hard DNC, and returns a manual daily digest.
