skills/sales-alfred/SKILL.md
alfred_ (get-alfred.ai) platform help — AI executive assistant that autonomously triages email, drafts replies, extracts tasks, and manages calendar. Use when inbox is overwhelming and you need AI to triage email overnight, spending too much time on email replies and want AI drafting in your voice, need tasks auto-extracted from emails into a kanban board, want focus time protected on your calendar, need a daily brief of what matters today, or comparing alfred_ to Fyxer AI, Superhuman, Lindy, or Reclaim. Do NOT use for meeting recording or transcription (use /sales-note-taker) or meeting scheduling and booking pages (use /sales-meeting-scheduler).
npx skillsauth add sales-skills/sales sales-alfredInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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If references/learnings.md exists, read it first for accumulated platform knowledge.
What's your goal?
What's your primary pain point?
What email provider(s)?
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
| Problem domain | Route to |
|---|---|
| Meeting recording, transcription, or AI meeting notes | /sales-note-taker {user's question} |
| Meeting scheduling, booking pages, round-robin | /sales-meeting-scheduler {user's question} |
| Building custom AI agent workflows (beyond email/calendar/tasks) | /sales-lindy {user's question} |
| CRM integration or automation | /sales-integration {user's question} |
| Email marketing campaigns to subscribers | /sales-email-marketing {user's question} |
| Cold email outreach | /sales-cadence {user's question} |
Otherwise, answer directly below.
Read references/platform-guide.md for the full platform reference — features, pricing, integrations, setup, and comparisons.
Answer the user's question using only the relevant section. Don't dump the full reference.
You no longer need the platform guide — focus on the user's specific situation.
Evaluation framework:
If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.
Best-effort from research — review these, especially items about integration limitations that may be outdated.
/sales-lindy — Lindy platform help — similar all-in-one AI assistant with meetings + custom workflows + 4,000+ integrations/sales-note-taker — AI meeting note-taker selection and API integration (Fathom, Fireflies, Gong, Otter, etc.)/sales-meeting-scheduler — Meeting scheduling strategy (booking pages, round-robin, no-show recovery)/sales-integration — Connect tools with webhooks, Zapier, Make, API pipelines/sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-doUser says: "I'm a solo founder getting 100+ emails a day and I can't keep up. Would alfred_ help?" Skill does: Confirms alfred_ is designed exactly for this — overnight triage, AI-drafted replies, task extraction. Walks through the 30-day free trial, what to expect in the first week (training period for voice matching), and realistic time savings. Notes the $24.99/month cost vs doing it manually.
User says: "Should I use alfred_ or Lindy for email and calendar management?" Skill does: Compares the two — alfred_ is a focused, opinionated AI EA ($24.99/month, works out of the box), while Lindy is a customizable agent builder ($49.99/month+, more powerful but requires setup). Recommends alfred_ if you want zero-config email triage, Lindy if you need custom workflows or meeting notes.
User says: "Can alfred_ sync my email tasks to HubSpot?"
Skill does: Explains that alfred_ has no CRM integration — it manages tasks internally on its own kanban board. Suggests workarounds (manual export, or pairing with Zapier if alfred_ adds integration later). Routes to /sales-integration for CRM automation patterns.
Symptom: AI-drafted replies feel generic or off-tone Cause: alfred_ needs time to learn your writing style from sent emails Solution: Use alfred_ for 1-2 weeks and actively edit drafts before sending — the AI learns from your edits. Focus on correcting tone/style rather than just content. If it persists, check that you've connected the right email account (it learns from your sent folder).
Symptom: The morning brief misses urgent items or surfaces low-priority ones Cause: alfred_'s urgency detection is learning your priorities Solution: Consistently act on important emails quickly and archive/ignore low-priority ones — alfred_ uses your behavior patterns to calibrate urgency. The first 1-2 weeks may require manual triage alongside alfred_.
Symptom: OAuth authorization fails or shows "admin approval required" Cause: Google Workspace or Microsoft 365 admin has restricted third-party app access Solution: Ask your IT admin to allowlist alfred_ (get-alfred.ai) in the Google Admin Console (Security → API Controls → App Access Control) or Azure AD (Enterprise Applications). alfred_ uses OAuth 2.0 with AES-256 encryption and user-level data isolation.
tools
UpViral platform help — viral referral marketing and list-building platform (by Emarky) for viral sweepstakes, giveaway/reward campaigns, pre-launch waiting lists, and milestone referral programs, with REST API (app.upviral.com/api/v1/), callback-URL webhooks, PHP SDK, fraud detection (IP-based suspicious-referral flagging), A/B testing, smart leaderboards, unlockable incentives, and 30+ native ESP/CRM integrations (Mailchimp, ActiveCampaign, ConvertKit, AWeber, HubSpot, Klaviyo, Intercom) plus Zapier/Make/Pipedream/Integrately/Pabbly. Use when UpViral campaigns aren't tracking referral points correctly, deciding between Starter $79/mo annual (10K leads, 1 brand, NO API) vs Business $119/mo (25K, 2 brands, API + webhooks unlocked) vs Premium $319/mo (100K, 5 brands, dedicated account manager), the API returns errors because you're on the Starter tier where API/webhooks are gated, building an UpViral→CRM or UpViral→data-warehouse pipeline with add_contact / get_leads / get_leads_points / add_points / get_custom_fields / lists methods (uvapikey + uvmethod form-encoded POST), interpreting fraud flags where same-IP referrals get marked suspicious and you must manually activate/delete/blacklist, setting up the Callback URL (webhook) to fire on reward-unlock events, Zapier New Lead / New Reward Unlocked triggers not firing, ClickFunnels/Shopify/funnel-builder integration breaking, the drag-and-drop page builder showing broken widgets or limited customization, the setup feeling long and complicated for your first campaign, or picking UpViral over Viral Loops / KickoffLabs / Vyper / Prefinery / Gleam / KingSumo / ShortStack for a viral campaign. Do NOT use for general newsletter audience growth strategy across all platforms (use /sales-audience-growth), newsletter monetization (use /sales-newsletter), KickoffLabs-specific help (use /sales-kickofflabs), no-code merge-tag newsletter referrals (use /sales-referralkit), SparkLoop paid recommendations (use /sales-sparkloop), or full-stack multi-level Level-1/2/3 referral/affiliate tracking (use /sales-referralhero).
development
ReferralHero platform help — full-stack referral, affiliate, waitlist, contest, and NPS platform with subscriber API, webhooks, Zapier, Mailchimp/Kit/AWeber/Klaviyo/ActiveCampaign/SendLane connectors, coupon codes, multi-level referral tracking (Level 1/2/3), anti-fraud, and 5,000 calls/hour rate limit. Use when ReferralHero campaigns aren't tracking referrals correctly, deciding between PRO $199/mo (10K members, includes API + webhooks) and PREMIUM $399/mo (50K members, adds ReCaptcha + SMS verification), authentication is failing with no_token or X-API-Key header is being ignored, multi-level referral counts (Level 2/3) aren't appearing for downline subscribers, coupon group endpoints return 404 or coupon arrays max out, hitting the 5,000 calls/hour soft limit and getting too_many_calls 429s, the Mailchimp/Kit native integration is double-adding subscribers, webhook payloads aren't firing on confirmation events, importing Stripe customer IDs through transaction tracking, generating reward fulfillment when subscribers cross milestone thresholds (promote/unlock_promoted_reward), comparing ReferralHero against SparkLoop/ReferralKit/Viral Loops/GrowSurf/KickoffLabs for referral marketing, or routing referral data via add_bulk_transactions (500-transaction batch limit). Do NOT use for general newsletter audience growth strategy (use /sales-audience-growth), general newsletter monetization (use /sales-newsletter), no-code newsletter-only referral with merge-tag insertion (use /sales-referralkit), SparkLoop's paid recommendations or partner network (use /sales-sparkloop), or affiliate program strategy across many platforms (use /sales-affiliate-program).
tools
KickoffLabs platform help — viral marketing platform for pre-launch waitlists, bonus-entry giveaways, milestone-reward referral programs, leaderboard giveaways, and email opt-in bribes with REST API v1 + v2, server-side webhooks (in/out), KOL.js JavaScript library, AnyForm script for custom pages, fraud detection (duplicate_ip / bounced / duplidate_email flags), SMS verification add-on, native ESP integrations (Klaviyo, Mailchimp, ActiveCampaign, Brevo), website builders (Webflow, Wix, Squarespace, Weebly), Shopify, Facebook Audiences, Slack, Zapier. Use when KickoffLabs viral campaigns aren't tracking referrals correctly, deciding between Hobby $13/mo annual (500 leads/mo no A/B no reward emails) vs Premium $48/mo (2.5K + A/B + reward emails + tracking pixels) vs Business $99/mo (10K + custom email templates + custom domains + advanced reporting + 3 team) vs Enterprise $202/mo (25K + 5 team + SMS included), API key getting rejected because you embedded it in client-side JavaScript instead of server-side, can't decide whether to use v1 /subscribe vs v2 /tags/:TAG_ID/lead for lead creation, webhook payloads firing with `__fraudulent` flag and you need to interpret the duplicate_ip/bounced/duplidate_email reason codes (yes, duplidate is spelled that way in their docs), AnyForm script not posting to KickoffLabs vs native API endpoint, leaderboard endpoint returning more than 50 leads is not allowed, social_id (kid in share URLs) attribution chain breaking between v1 and v2, contest score vs lead count metrics in the webhook payload are confusing, SMS Verification only available on Premium+ as $50/mo add-on (Enterprise includes), per-month lead cap auto-upgrades at $8 per 1000 overage leads, picking between KickoffLabs and Viral Loops / UpViral / Prefinery / ReferralCandy / Voucherify for viral campaign type fit, or rate limit per tier (10-100 calls/minute) is hitting on bulk imports. Do NOT use for general newsletter audience growth strategy (use /sales-audience-growth), general newsletter monetization (use /sales-newsletter), no-code merge-tag-only newsletter referrals (use /sales-referralkit), SparkLoop paid recommendations + partner network (use /sales-sparkloop), or full-stack referral/affiliate with multi-level Level-1/2/3 tracking (use /sales-referralhero).
development
Routes any sales, marketing, ad, or GTM objective to the right specialized skill and outputs the install command for that skill plus a ready-to-paste prompt packed with the user's context. Asks clarifying questions when the objective is ambiguous, then hands back a copy-paste-runnable next step. Covers prospecting, outbound cadences, deals, proposals, forecasting, deliverability, enrichment, intent, content, coaching, CRO, SEO, launch directories, newsletters, email/SMS/push marketing, chatbots, influencer marketing, social media, employee advocacy, media relations, reviews, data hygiene, B2B advertising, retargeting, affiliate, loyalty, digital products, memberships, webinars, checkout, and platform-specific help. Use when the user has a sales or marketing question and isn't sure which skill to use, or wants a multi-skill sequence with a batch install command. Do NOT use to solve problems directly — this skill only routes.