
Creates or updates a living "Insights so far" note on an Attio company record, accumulating discovery findings across multiple calls. Use this skill whenever the user wants to save or update structured insights about a prospect — e.g. "update the insights note", "add what we learned to Attio", "save these insights to the company", "update insights so far", "log the findings from this call", or any variation where discovery data is in context and should be persisted as a cumulative note on the company. Always use this skill when extracted insights are in context and the user mentions saving, logging, or updating a company note — even if they don't say "Insights so far" by name.
Extracts structured sales discovery insights from a prospect call transcript that is already in context. Use this skill whenever the user wants to analyze a transcript for technical environment details, vulnerability management maturity, compliance posture, or pain points — e.g. "extract insights from this transcript", "pull discovery notes from the call", "what did we learn about their environment", "summarize findings from the meeting", "fill in my discovery template", or any variation where the user wants structured qualification data from a call they just had or retrieved. Always use this skill even if the user just pastes a raw transcript or says "what did we learn" — if a transcript is in context and they want structured discovery output, this applies.
Syncs structured sales discovery data from a transcript or extraction already in context into the target Attio company record. Use this skill whenever the user wants to push discovery insights into Attio — e.g. "update Attio with the discovery", "fill in the Attio fields", "sync these findings to Attio", "push the insights to Attio", "update the company record with what we learned", "log the discovery data". Always use this skill even if the user doesn't explicitly say "Attio" — if extracted discovery data is in context and the user wants to save it somewhere structured, this applies. Also use after running extract-transcript-insights when the user wants to persist the output.