Daily Lead Steward

SkillProductivity

Lets your agent run a daily review of promising leads and people showing buying interest.

Available today. Use it from your connected AI after setup.

No other account needed.

Connect ahel once, and every AI you use reads what you have installed.

Then ask your AI: use the Daily Lead Steward skill

About this capability

Maintain a daily review cockpit for high-intent leads and hand-raisers.

What this skill tells your AI

The instructions your AI receives, as published by zapier/gtm-cheat-codes in skills/gtm-ops/daily-lead-steward/SKILL.md and read by ahel’s review.

Use this skill to keep a persistent operating view of high-intent leads, especially hand-raisers and enterprise or large-enterprise MQLs.

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.

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.

Advanced