Daily lead steward
Skill zapier/gtm-cheat-codes/skills/gtm-ops/daily-lead-steward
A field guide for go to market teams using coding agents. Installable skills for campaign planning, CRM context, customer proof, and reviewable agent workflows.
npx -y skills add zapier/gtm-cheat-codes --skill daily-lead-stewardAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
What its author says it does
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Maintain a daily review cockpit for high-intent leads and hand-raisers.
SKILL.md
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Daily Lead Steward
Use this skill to keep a persistent operating view of high-intent leads, especially hand-raisers and enterprise or large-enterprise MQLs.
Workflow
- Load the current lead tracker and live CRM state.
- Identify leads with no meeting, stale follow-up, unclear ownership, or high-value routing concerns.
- Recommend next actions without acting autonomously.
- Generate a reviewable dashboard or digest.
- Update persistent state only after QA.
Zapier MCP And SDK Role
- Use Zapier MCP to read live CRM records, tracker state, meeting status, and collaboration context.
- Use Zapier SDK for scheduled daily cockpit generation, state tracking, digest creation, and approval-routed updates.
- Keep source-of-truth writes and broad posts human-approved.
Guardrails
- Recommendation-only by default.
- Do not auto-send rep messages.
- Keep the source-of-truth tracker private.