Unify

agent-runs

Run Unify agent tasks with the core run_agent → poll_agent → answer_question → read_agent_results loop. Use before starting any Unify run - covers writing effective task briefs, polling cadence, relaying clarification questions, reading results, and error recovery.

crm

CRM and record management with Unify, read Salesforce/HubSpot (owners, stages, deals, custom fields, "what's in my CRM"), write CRM records, upsert companies/people into Unify, and export to Lists. Use when the user asks about CRM data, wants records saved or updated, or wants a result set exported to a List or their CRM.

data-tables

Unify DataTables: page through the rows of result tables produced by Unify agent runs with load_datatable. Use when a run's final answer references a DataTable or table ID and you need the actual rows, columns, or metadata.

discovery

Discovery with Unify, building lists of companies or people from criteria - ICP filters, personas, lookalikes, hiring signals, technographics, local businesses, funding stage. Use when the user wants to find prospects, build a target-account or contact list, expand TAM, or ask "who should I sell to".

enrichment

Enrichment with Unify; find work emails, phone numbers, firmographics, funding, technographics, job postings, and fresh employment data for known companies or people. Use when the user has specific entities (names, domains, LinkedIn URLs, a DataTable, CRM records) and needs more data on them, including email verification before outreach.

outreach

Outreach with Unify, create email sequences, generate per-prospect copy previews, enroll prospects, and manage rep tasks (calls, LinkedIn touches, to-dos). Use when the user wants to email prospects, write outbound copy, start or edit a sequence, check what's in flight, or work their task queue.

unify

Unify; start here. Directory for working with Unify, the go-to-market platform for finding and engaging buyers. Maps every Unify skill, agent-runs (run any GTM task through the Unify agent and manage the poll/answer loop), data-tables (page through result rows), discovery (build company and people lists), enrichment (find emails, phones, firmographics), outreach (sequences, tasks, outbound copy), and crm (Salesforce/HubSpot reads and writes). Read this first to answer "what can I do with Unify?"