mcpbeat

AI Audit Account Report

zapier/ai-audit-account-report

Turn account usage data into a concise AI audit outreach package.

1k tokens
context cost
the whole folder, loaded on every use
6
files
instructions only
0
copies elsewhere
how many repositories repackaged it
317
stars on the repo
on the repository, not the skill itself

Install

one command, takes just this skill from the repository
npx skills add https://github.com/zapier/gtm-cheat-codes --skill ai-audit-account-report

The instruction itself

4 sections, as written by the author

AI Audit Account Report

Use this skill when a sales team has account usage data and wants a personalized report, video talk track, and follow-up copy.

Workflow

  • Read the account row and identify real usage signals.
  • Compare usage to company scale to find an adoption gap.
  • Frame a hypothesis without overstating what the data proves.
  • Draft a short report, video talk track, and follow-up email.
  • Flag stale contacts or missing multithread paths.

Zapier MCP And SDK Role

  • Use Zapier MCP to read CRM, approved usage summaries, account context, and contact data.
  • Use Zapier SDK for recurring account report generation, rep-review routing, and approved follow-up logging.
  • Keep customer-facing messages, reports, and videos rep-approved.

Guardrails

  • Use words like "signals" and "suggests" when interpreting data.
  • Avoid surveillance language.
  • Do not send outreach without rep approval.

How to use it

Copy the folder

Take zapier/ai-audit-account-report from the repository into ~/.claude/skills for personal use, or into .claude/skills inside a project.

Check the name does not clash

The agent identifies a skill by the name field in its header. Two skills with the same name cannot sit side by side — one of them will be ignored.