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Clarify CRM: briefings, meetings and pipeline v1.0.0

Use this resource to prepare your meetings, track your sales pipeline and run your Clarify CRM from the terminal

New

  • 530 downloads
  • 146 likes
  • 214 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install clarify-crm-pipeline-briefs

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent uses the clarify-pp-cli tool to read and write to Clarify, prepare meetings from history, spot stalled deals and retrieve call transcripts. You get a briefing and follow-up action lists.

Mostly picked by

Updated November 2, 2026

Card for the “Clarify CRM: briefings, meetings and pipeline” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: installation and command reference
  • SKILL.md: CRM rituals such as the morning briefing
  • SKILL.md: pipeline analytics and call-preparation recipes

Good fit for

  • You run many sales calls and lack time to prepare them
  • You want to spot deals waiting too long

Not for

    Tags

    • crm
    • pipeline
    • meetings
    • sales

    About

    You say

    “Prepare my meeting tomorrow with this prospect and list the stalled deals in my pipeline.”

    Card for the “Clarify CRM: briefings, meetings and pipeline” skill

    Skill published by Isaac Marks under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to prepare your meetings, track your sales pipeline and run your Clarify CRM from the terminal
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md31.8 KB

    Origin and licence

    Listed unmodified

    Author
    Isaac Marks
    Source
    github.com/mvanhorn/printing-press-library/tree/b7f184dc0b34ea3e16e85407ba028d828f59e085/cli-skills/pp-clarify
    Licence
    Apache-2.0

    Notice

    « pp-clarify » (Isaac Marks, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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