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Daily lead steward

Skill zapier/gtm-cheat-codes/skills/gtm-ops/daily-lead-steward

Maintain a daily review cockpit for high-intent leads and hand-raisers.From its SKILL.md

Install
npx -y skills add zapier/gtm-cheat-codes --skill daily-lead-steward

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

SKILL.md

1.0 KB, 195 tokens by cl100k_base, as published. Nobody here has run it

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

  1. Load the current lead tracker and live CRM state.
  2. Identify leads with no meeting, stale follow-up, unclear ownership, or high-value routing concerns.
  3. Recommend next actions without acting autonomously.
  4. Generate a reviewable dashboard or digest.
  5. 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.

What ships with it: 5 files

3.4 KB alongside SKILL.md

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