mcpbeat

Daily Lead Steward

zapier/daily-lead-steward

Maintain a daily review cockpit for high-intent leads and hand-raisers.

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 daily-lead-steward

The instruction itself

4 sections, as written by the author

Daily Lead Steward

Use this skill to keep a persistent operating view of high-intent leads, especially hand-raisers and enterprise or large-enterprise MQLs.

Workflow

  • Load the current lead tracker and live CRM state.
  • Identify leads with no meeting, stale follow-up, unclear ownership, or high-value routing concerns.
  • Recommend next actions without acting autonomously.
  • Generate a reviewable dashboard or digest.
  • Update persistent state only after QA.

Zapier MCP And SDK Role

  • Use Zapier MCP to read live CRM records, tracker state, meeting status, and collaboration context.
  • Use Zapier SDK for scheduled daily cockpit generation, state tracking, digest creation, and approval-routed updates.
  • Keep source-of-truth writes and broad posts human-approved.

Guardrails

  • Recommendation-only by default.
  • Do not auto-send rep messages.
  • Keep the source-of-truth tracker private.

How to use it

Copy the folder

Take zapier/daily-lead-steward 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.