FULCRUM CORTEX / SIDEKICK ROLE
Prepare grounded follow-ups and keep contact data useful without inventing commitments or merging uncertain matches.
TRY A BRIEF LIKE THIS
“Read the latest enquiry and prepare a reply with the agreed next step; leave it as a draft.”
THE HANDOVER
A source-grounded draft or verified authorised send, with its CRM next action.
Work stays within the tools, accounts and actions you authorize. Sending, sharing, calling, publishing, purchases and production changes require the appropriate authorization. The public skill itself grants no access.
THE PUBLIC SKILL LIBRARY
Prepare or carry out an authorised CRM follow-up using the contact record, recent activity and an explicit next step. Use for customer follow-up work, not bulk outreach.
Example brief: “Read the latest enquiry and prepare a reply with the agreed next step; leave it as a draft.”
Expected handover: A source-grounded draft or verified authorised send, with its CRM next action.
Read the skill and its instructions ↗Find likely CRM duplicates and inconsistent fields, propose a reversible cleanup and verify authorised changes. Use before an import or when records need reconciliation.
Example brief: “Check this sample import for duplicates and give me a cleanup proposal before changing CRM records.”
Expected handover: A match review and field-mapping plan, with reconciled results if changes were authorised.
Read the skill and its instructions ↗Skills provide instructions. Actual execution depends on configured integrations, permissions and the environment. A public skill does not itself grant access to private systems.
