skills/personize-enabler/SKILL.md
Ready-to-execute resources for building with Personize: TypeScript scripts (CSV import, CRM sync, outreach, monitoring), n8n workflow templates, collection schema presets, and governance guideline templates. Grab, customize, and run. Use whenever you need a script, template, starter schema, or pre-built workflow.
npx skillsauth add personizeai/personize-skills personize-enablerInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Description: Ready-to-execute resources: TypeScript scripts (CSV import, CRM sync, outreach, monitoring), n8n workflow templates, collection schema presets, and governance guideline templates. Grab, customize, and run. Use whenever you need a script, template, starter schema, or pre-built workflow.
Tags: personize:skill, personize:skill:enabler, personize:skill:code, personize:skill:pipeline, personize:skill:import, personize:skill:setup
| Resource | Type | Customize | |---|---|---| | Masterclass Scripts (pattern-teaching, heavily commented) | | | | script-data-ingest.ts | Script | Inbound: external data -> Personize. Teaches batch, chunking, field mapping | | script-recall-and-act.ts | Script | Outbound: recall -> govern -> act -> store. Teaches the core loop as code | | script-monitor-and-alert.ts | Script | Ongoing: search -> evaluate -> alert. Teaches monitoring and workspace issues | | Popular Scripts (grab-and-run) | | | | script-csv-import.ts | Script | CSV import with field mapping and batching | | script-cold-outreach.ts | Script | Personalized outreach with governance and sender rotation | | script-daily-digest.ts | Script | Morning briefing to Slack | | script-enrichment.ts | Script | External API enrichment (Apollo, Tavily) | | Sync Scripts (governance-as-code) | | | | script-sync-org-guidelines.ts | Script | Pull org guidelines to local files / push local changes back | | script-sync-platform-guidelines.ts | Script | Download platform skills (agent-core, architect, etc.) to local | | Governance Templates | | | | template-brand-voice.md | Governance template | Tone and rules | | template-icp.md | Governance template | Qualification criteria | | template-sales-playbook.md | Governance template | Stage messaging | | template-compliance.md | Governance template | Policies | | Collection Presets | | | | preset-sales-contact.json | Collection schema | Deploy as-is or extend | | preset-company.json | Collection schema | Deploy as-is or extend | | preset-support-ticket.json | Collection schema | Deploy as-is or extend | | preset-product-user.json | Collection schema | Deploy as-is or extend | | preset-program.json | Collection schema | Campaigns, care plans, enrollment drives | | preset-interaction-log.json | Collection schema | Outreach logs, visit logs, touchpoint tracking |
| User says... | Script | Command |
|---|---|---|
| "Download my guidelines locally" | script-sync-org-guidelines.ts | npx tsx script-sync-org-guidelines.ts --mode pull |
| "Push my local guideline changes" | script-sync-org-guidelines.ts | npx tsx script-sync-org-guidelines.ts --mode push |
| "Download platform skills locally" | script-sync-platform-guidelines.ts | npx tsx script-sync-platform-guidelines.ts |
| "Import this CSV" | script-csv-import.ts | npx tsx script-csv-import.ts --file data.csv |
| "Send outreach to my leads" | script-cold-outreach.ts | npx tsx script-cold-outreach.ts --campaign "Q2" |
All scripts are self-contained (single file, @personize/sdk only), JSON-in/JSON-out, --dry-run by default, with rate-limit retry and a summary JSON with counts on exit.
How to use: fetch the attachment, read the customization block at the top, swap collection IDs and field mapping, run npx tsx script-name.ts --dry-run, review output, then run live with --dry-run=false.
Use a pipeline instead of a script for recurring operations, durable retry, runs over 5 minutes, or scheduling. Scripts are for one-time or ad-hoc runs.
Available patterns: outreach (cold-outreach), monitoring (monitor-and-alert, daily-digest), data ingest (data-ingest, csv-import). The masterclass scripts teach how to structure any of these as a durable pipeline.
To deploy: copy script into Trigger.dev, wrap main() in a task(), add trigger.config.ts, run npx trigger.dev@latest deploy.
For non-code users. The n8n-workflows.zip bundle contains four importable JSONs: HubSpot to Personize sync, Webhook to Personize ingest, Personize to Slack export, Google Sheets to Personize import.
How to use: download ZIP, extract, import JSON into n8n, configure the Personize API key node (HTTP Request, Authorization: Bearer), set trigger, test, activate.
Pre-designed schemas with 8-12 properties, ready to deploy via client.collections.create(preset) or the collection_create MCP tool.
SHOULD customize before deploying -- add, remove, or rename properties to match the actual data model.
Ready-to-use guideline bodies deployable via guideline_create. Written in MUST/SHOULD/MAY format that SmartContext understands.
SHOULD customize before deploying. At minimum replace bracketed placeholders ([YOUR COMPANY]) and adjust criteria to match the actual business.
email with website_url for company-focused workflowspersonize_context or collection_listschema parameter with domain-specific propertiesMUST test with --dry-run after any customization before going live.
Need the thinking pattern for how to approach a task? Ask about personize-agent-core.
Need to design the schema before deploying a preset? Ask about personize-solution-architect.
Need exact API parameters or error codes? Ask about personize-reference.
tools
How to design, build, evaluate, and evolve Personize integrations — including the advanced multi-step `instructions[]` patterns those integrations run. Covers situation assessment, entity modeling, property design for extraction quality, integration topology, workspace design, governance architecture, scaling, schema evolution, smart update for AI-powered guideline and schema evolution, evaluation and optimization of extraction and recall quality, infrastructure management (entity types, MCPs, destinations), project lifecycle, deployment patterns, and authoring advanced multi-step prompt patterns (conditional branching by tier, multi-source reconciliation, compliance-gated generation, persona fanout, bounded research with source triangulation, few-shot calibrated classification, checklist-gated workflows, self-reflective refinement loops). Use when designing solutions, creating schemas, planning integrations, evaluating extraction quality, updating or evolving guidelines, improving system performance, or debugging instruction chains that silently fail, produce inconsistent confidence outputs, loop indefinitely, or write bad data to records.
tools
Complete lookup layer for every Personize API endpoint, SDK method, CLI command, and MCP tool. Exhaustive cross-interface operation tables, error handling, authentication, response schemas, and FAQ files for instant answers. Use whenever looking up how to call a specific operation, what parameters it takes, what errors to expect, or how interfaces map to each other.
tools
Complete lookup layer for every Personize API endpoint, SDK method, CLI command, and MCP tool — including schedules (recurring/one-time `run_prompt` and `send_notification`) and CRM passthrough (HubSpot/Salesforce direct API access via the org's managed OAuth connection). Exhaustive cross-interface operation tables, error handling, authentication, response schemas, and FAQ files for instant answers. Use whenever looking up how to call a specific operation, what parameters it takes, what errors to expect, how interfaces map to each other, how to schedule a recurring prompt, or how to call HubSpot/Salesforce REST APIs without managing OAuth credentials.
tools
Manages organizational guidelines, policies, and best practices as governance variables accessible to all AI agents via SmartContext. Use this skill whenever the user wants to create, update, or manage guidelines, brand voice, compliance policies, playbooks, ICPs, sales playbooks, tone rules, or any organizational rules. Also trigger when the user mentions smartGuidelines, governance variables, GitOps sync of policies, team knowledge sharing, AI agent rules, or when they want all their AI tools to follow the same policies. Even if they just say 'set up rules' or 'add a policy', this is the right skill.