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AI Agent Workflow Collection

Skill pack
4 skills0 selected
heath-gtmSkills in this pack

Install the leader-ceo-updates scheduled task that produces the monthly + quarterly Update Slides for the Mixmax CEO's board deck. Use whenever the user says "set up Update Slides", "install leader CEO updates", "configure board update slides", "create the leader-ceo-updates task", "set up the monthly slide brief workflow", or "I just installed the mixmax-leader-update-slides plugin". Verifies dependencies (publishing config, base reports), bundles the canonical spec into the user's working folder, and registers a manual-trigger scheduled task.

English

Ground truth for analyzing and narrating Mixmax revenue from the Weekly RevOps Report (Gen 1) Google Sheet. Always use this skill for any weekly, monthly, or quarterly revenue wrap-up, pacing forecast, pipeline review, bookings or ARR analysis, Customer Success or renewals review, or rep performance callout. Trigger on phrases like "weekly revenue wrap-up", "monthly revenue report", "quarterly wrap-up", "how are we pacing", "MTD", "pipeline review", "renewals review", "how are reps doing", "run the weekly/monthly/quarterly report", or any mention of Mixmax ARR, NRR, GRR, SCS, SQL, SQO, MQL, PQL, OQL, bookings, or channel performance (Inbound, Outbound, Product, Expansion). Also trigger when the user references the Weekly RevOps Report sheet, Gen 1, or any summary tab (Monthly/Quarterly Revenue Summary, Monthly/Quarterly Bookings Summary, Rep Summary, CS Summary). Authoritative source for Mixmax metric definitions, sheet schema, reporting rules, drill-down logic, and output formatting.

English

Your per-renewal analyst. Connect a CRM plus a product-analytics tool (and optionally a meeting tool) and turn any "will this renewal happen?" question into a per-deal verdict: renew yes/no, value, and conditions, a champion-stability check, an adoption story for the pitch, a commercial-lever inventory, and save-play prerequisites. Built for per-renewal depth, not portfolio rollups. Trigger on "will {account} renew?", "renewal verdict on {account}", "is {customer}'s renewal real?", "prep for {account} renewal", "what should I offer {account}?", "save play for {account}", "commercial levers on {customer}", "champion check on {account}", or any single-renewal question.

English

Should trigger on phrases about renewals, NRR, GRR, net revenue retention, gross revenue retention, churn, downgrade, at-risk accounts, CS summary, CSM renewals, VSB renewals, renewal pipeline, "how are renewals looking", customer success, retention, or any mention of the Renewals tab or CS Summary tab.

English

Includes Leader Update Slides Setup, Mixmax Revenue Reporting, Renewal Health Analyst, and other workflows.

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Pack stats

Skills4CategorygeneralStars0

What’s included

Leader Update Slides Setup

Install the leader-ceo-updates scheduled task that produces the monthly + quarterly Update Slides for the Mixmax CEO's board deck. Use whenever the user says "set up Update Slides", "install leader CEO updates", "configure board update slides", "create the leader-ceo-updates task", "set up the monthly slide brief workflow", or "I just installed the mixmax-leader-update-slides plugin". Verifies dependencies (publishing config, base reports), bundles the canonical spec into the user's working folder, and registers a manual-trigger scheduled task.

Mixmax Revenue Reporting

Ground truth for analyzing and narrating Mixmax revenue from the Weekly RevOps Report (Gen 1) Google Sheet. Always use this skill for any weekly, monthly, or quarterly revenue wrap-up, pacing forecast, pipeline review, bookings or ARR analysis, Customer Success or renewals review, or rep performance callout. Trigger on phrases like "weekly revenue wrap-up", "monthly revenue report", "quarterly wrap-up", "how are we pacing", "MTD", "pipeline review", "renewals review", "how are reps doing", "run the weekly/monthly/quarterly report", or any mention of Mixmax ARR, NRR, GRR, SCS, SQL, SQO, MQL, PQL, OQL, bookings, or channel performance (Inbound, Outbound, Product, Expansion). Also trigger when the user references the Weekly RevOps Report sheet, Gen 1, or any summary tab (Monthly/Quarterly Revenue Summary, Monthly/Quarterly Bookings Summary, Rep Summary, CS Summary). Authoritative source for Mixmax metric definitions, sheet schema, reporting rules, drill-down logic, and output formatting.

Renewal Health Analyst

Your per-renewal analyst. Connect a CRM plus a product-analytics tool (and optionally a meeting tool) and turn any "will this renewal happen?" question into a per-deal verdict: renew yes/no, value, and conditions, a champion-stability check, an adoption story for the pitch, a commercial-lever inventory, and save-play prerequisites. Built for per-renewal depth, not portfolio rollups. Trigger on "will {account} renew?", "renewal verdict on {account}", "is {customer}'s renewal real?", "prep for {account} renewal", "what should I offer {account}?", "save play for {account}", "commercial levers on {customer}", "champion check on {account}", or any single-renewal question.

Renewals Management

Should trigger on phrases about renewals, NRR, GRR, net revenue retention, gross revenue retention, churn, downgrade, at-risk accounts, CS summary, CSM renewals, VSB renewals, renewal pipeline, "how are renewals looking", customer success, retention, or any mention of the Renewals tab or CS Summary tab.

Quick start

  1. Choose your skills. Select individual skills above, or choose the entire pack.
  2. Copy the install prompt. Use Copy install prompt above the list.
  3. Send it to your agent. Paste into your coding agent’s chat. Your agent reviews the source and guides the setup.

Try it with your agent

After installation, start with a request like:

Example request
Use the Leader Update Slides Setup skill to help with my task.
Ask me for the context you need before getting started.

Requirements & license

  • A coding agent that can access your project files and install skills.
  • Your agent checks each skill’s instructions, dependencies, and permissions during setup.
  • License details are not provided in these listings. Check the author’s terms before using the skills.
AI Agent Workflow Collection | Agent Skills Atlas