Clearskies

ai-update-salesforce-field

Put one Salesforce field under AI maintenance with a clearskies workflow: after a relevant call, AI finds the right record, checks the transcript is actually useful, generates a value, and writes it to the field. Use when a RevOps user wants AI to automatically keep a specific SFDC field up to date from meeting content — e.g. "have AI keep Opportunity Next Steps updated", "auto-fill our Onboarding Next Step field after calls", "update a chosen SFDC field automatically after customer meetings", or when they pick a field for AI to own. Builds the call-ended → role filter → find record → relevance-agent → should-continue gate → generation-agent → updateSalesforce pattern, using two reusable field-agnostic agents with all field-specifics in the step messages. It proposes or drafts first and never publishes or edits a live workflow without explicit approval.

clearskies-workflow-builder

Author, edit, validate, and safely publish workflows and agents on the clearskies workflow-builder MCP (tools workflow_capabilities_get, workflows_create/update/publish, workflow_validate, workflow_variables_get, workflow_test_run_start, workflow_runs_get/list, agents_*, object_*). Use whenever the user wants to build, change, debug, or publish a clearskies workflow or agent — e.g. "make a workflow that…", "update the workflow that…", "why did my workflow fail", "publish this workflow" — or describes a scheduled/call/Salesforce-triggered automation that finds CRM records, runs an agent, posts Slack, sends email, or writes Salesforce, even without saying "workflow" (e.g. "every morning DM me my open deals"). Key rule: workflow_validate checks structure and references but not runtime behavior, so ALWAYS dry-run with workflow_test_run_start before publishing.

use-clearskies-revenue-data

Query and synthesize revenue context from the clearskies MCP across connected CRM objects, accounts, contacts, deals, employees, meetings, call transcripts, and email. Use whenever a user asks to research an account or person, inspect pipeline or CRM data, prepare for or recap a meeting, find call or email evidence, or answer a revenue question from clearskies outside the workflow builder.