Call Prep

Build workflows to automate contact progression through the sales funnel: Lead to MQL to SQL to Opportunity to Customer. Each transition is triggered by a specific event (score threshold, meeting booked, deal created, deal won).

Produces an attendee-facing agenda that sets what will be discussed, who owns each topic, and how time will be spent. Supports ten meeting type variants (standup, planning, review, decision-making, brainstorm, 1-on-1, stakeholder-review, project-kickoff, working-session, exec-briefing). Emits a shareable summary suitable for Slack or email plus a full agenda with time-boxed topics, type tags, owners, attendee prep, and logistics.

Audit and consolidate HubSpot reporting dashboards. Identifies unused, duplicate, or outdated dashboards. Must be performed manually — no dashboard API is available.

Writes and debugs Apex code, builds Lightning Web Components, optimizes SOQL queries, implements triggers, batch jobs, platform events, and integrations on the Salesforce platform. Use when developing Salesforce applications, customizing CRM workflows, managing governor limits, bulk processing, or setting up Salesforce DX and CI/CD pipelines.

Invoke parallel document-specialist agents for external web searches and documentation lookup

Records research provenance as a post-task epilogue, scanning conversation history at the end of a coding or research session to extract decisions, experiments, dead ends, claims, heuristics, and pivots, and writing them into the ara/ directory with user-vs-AI provenance tags. Use as a session epilogue — never during execution — to maintain a faithful, auditable trace of how a research project actually evolved.