ZoomInfo

Monitor recent news and business events for a company and deliver a quick digest. Uses company signals scoped to news and scoops for a single account, grouped by type and recency, with a "so what" for each. Identify the company by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone asks "what's the latest news on Acme", "any recent developments at this account", "catch me up on what's happening there", or wants a news digest before a touchpoint.

Produce a fact-led competitive intel brief on one or more competitors — firmographics, recent strategic moves, product positioning, ICP overlap, and discovery questions. Defaults to your configured competitors from GTM context if none specified. Combines ZoomInfo data (account_research, scoops, intent, exec teams, similar companies) with web search for product/pricing/customer-sentiment intelligence. Identify competitors by ZoomInfo account/company ID (preferred) or name; include rich context on why the brief is being pulled and what decision it supports.

Recap where things stand with a specific person across recent conversations, with emphasis on how the relationship is evolving. Identify the contact by ZoomInfo contact ID (preferred) or by name plus company (triggers a lookup). Blends contact-scoped conversation_intelligence for what this person has actually said recently with contact_research for their role and background. Use when someone asks "where are we with Jane", "is this person still our champion", "recap my conversations with this contact", or wants a read on an individual relationship before reaching out. Reasons over the last few engagements only.

Brief the user on their day. Pull today's (or a named day's) meetings and, for each, synthesize the current state of play, a suggested focus or objective, and any follow-ups needed. Uses browse_engagements for the schedule, then account_research, contact_research, and conversation_intelligence per meeting. Use when someone says "what's on my plate today", "brief me for my meetings", "prep my day", or wants a morning rundown before back-to-back calls. Because it researches every meeting, it can consume meaningful AI credits — it confirms scope before fanning out across a full day.

Map a prospect's buying process as voiced on recent calls — their stated decision criteria, timeline, steps, and approvers. Uses conversation_intelligence over an account's recent engagements, with account_research for stakeholder context. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone asks "what's their buying process", "who actually signs off", "what's the timeline and what do they need to decide", or wants to qualify a deal against MEDDIC-style criteria. Captures only what was actually stated; gaps are marked as unknown rather than inferred.

Draft a follow-up email after a call by extracting the commitments and next steps that were actually agreed, then writing a compact, friendly-professional message. Name the call if you know it, or let the skill pull recent calls to pick from. Uses conversation_intelligence to read what was said and committed. Use when someone says "draft a follow-up to that call", "send a recap email", "write the follow-up for my Acme meeting", or needs a post-call note. Drafts only what the conversation supports — it does not invent commitments.

Summarize a long email thread into its current state, the decisions and key points, and the open questions. Finds the thread with browse_engagements (emails), then uses conversation_intelligence with includeContent to read the actual thread body. Name the account, contact, or subject if you know it, or let the skill list recent threads to pick from. Use when someone says "summarize this email thread", "what's the state of the Acme thread", "catch me up on this email chain", or faces a long back-and-forth before replying. Summarizes one thread at a time.

Build a timeline of engagements (meetings and emails) with an account or contact over a date range. Identify the account or contact by ZoomInfo ID (preferred), or by name or domain (triggers a lookup), or omit both to time-line your own recent engagements. Defaults to the last 90 days and can slide the window further back for a longer history. Returns a chronological timeline, a breakdown by engagement type, and a participant list with per-person engagement counts — and keeps each engagement's ID in context so you can immediately double-click any one to ask what was discussed. Use when someone asks "when did we last meet with X", "how often have we engaged this account", "show me the history with this contact", or wants a relationship timeline before a call.

Look up a company's full profile. Provide a company name, domain, ticker symbol, or ZoomInfo company ID. Returns firmographics, financials, corporate structure, growth signals, and contact counts.

Look up a person's full professional profile. Provide a name and company, email address, phone number, or ZoomInfo person ID. Returns title, department, contact details, accuracy score, and company info.

Produce a succinct one-pager for an executive dropping into a call with zero context. Blends account_research (who they are, deal state), conversation_intelligence (what has been discussed and what is open), and contact_research (who is in the room). Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup); name the key attendees if known. Use when someone says "brief the VP for the Acme call", "exec one-pager for tomorrow", "my SVP is joining cold", or needs a tight pre-call brief for a senior stakeholder. Built to be read in two minutes.

Find companies or contacts similar to a given reference. Provide a company name/domain or a person's name/email and get a ranked list of lookalikes scored by similarity. Useful for territory expansion, TAM analysis, competitive mapping, expanding buyer networks, and building targeted prospecting lists.

Prepare for an upcoming meeting with a company. Identify the account by ZoomInfo account/company ID (preferred) or by company name, domain, or ticker (which triggers a lookup step) — or name no account at all and let the skill pick the meeting from your upcoming calendar. Provide attendee names or emails and rich context on the meeting purpose, stakes, and known dynamics to get a tight, decision-ready brief — headline, relationship posture per attendee, prior-conversation context (open threads and unresolved questions from past calls and emails), ranked talking points, discovery questions, suggested agenda, and what NOT to do. Use when prepping for a sales or customer call, QBR, renewal, or demo. Optimized for a 30-min slot.

Build a mutual action plan (MAP) from what was actually discussed on recent calls — the shared, dated set of steps each side owns to reach the goal. Reviews recent engagements and goes deep with conversation_intelligence scoped to individual calls to pull open items, agreed next steps, owners, and the timelines discussed. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone says "build a mutual action plan for Acme", "turn our last calls into a MAP", "what are the next steps and dates on both sides", or needs a close or onboarding plan. Evidence-based: it plans only what was discussed and asks for the target date if one was not stated.

Recommend the next best action on a deal or relationship, grounded in the current conversation state. Uses conversation_intelligence as the primary source, with account_research for deal context. Identify the account or contact by ZoomInfo ID (preferred) or name (triggers a lookup), or point it at a specific engagement. Use when someone asks "what should I do next with Acme", "what's my next move here", "how do I advance this deal", or wants an evidence-based recommendation rather than a generic playbook. Reasons over the last few engagements only.

Track the open objections and blockers on a deal and how they have evolved across recent calls. Uses conversation_intelligence over an account's or contact's recent engagements. Identify the account or contact by ZoomInfo ID (preferred) or name (triggers a lookup). Use when someone asks "what objections are still open with Acme", "what's blocking this deal", "how has the security concern evolved", or wants a blocker check before a forecast or a next call. Reasons over the last few engagements only, so it tracks recent movement rather than full deal history.

Generate 1-3 personalized email variants for a single prospect. The composition bar adapts to the use case — cold_outbound demands a signal → pain → positioning chain; follow-ups / recaps / renewals lean on prior context and next-step framing. Supports cold_outbound, discovery_follow_up, demo_recap, re_engagement, renewal, expansion, objection_handling. Returns subject lines and mobile-readable bodies with a rationale chain. Use for sales prospecting, lead generation, account-based selling, buyer-intent-driven outreach, B2B prospecting. Triggers on phrases like "write a cold email", "personalize an email", "draft outreach", "follow up on this prospect", "email this prospect", "outbound to X", "send a chaser".

Assemble a QBR prep pack for a business review — value moments, usage and adoption themes, risks, and open items, with a deal and relationship snapshot. Combines account_research for the account picture with conversation_intelligence over recent calls (scoped to individual engagements) for what the customer actually said. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone says "prep me for the Acme QBR", "build a QBR pack", "what should I cover in the business review", or needs a review-ready summary. Evidence-based: value moments, themes, and risks come from the conversations and CRM, not from assumption.

Get AI-powered contact recommendations at a target company based on your ZoomInfo interaction history. Provide a company name or domain and optionally a use case.

Prepare for a renewal by assembling pre-renewal context — value delivered and value moments, risk handles, and stakeholder state — from recent conversations and account_research. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone asks "prep me for the Acme renewal", "what's our case for renewal", "what are the risks going into this renewal", or wants a renewal brief. Strictly evidence-based: it does not assume the renewal date or terms; if those are not provided, it asks the user before drafting.

Score and rank a list of accounts (mixed ZoomInfo company IDs, names, or domains) by ICP fit + buying intent + recent triggers. Returns per-account composite score (0–100), tier (A/B/C), explainable component breakdown (fit / intent / trigger / engagement), a specific "why now" sentence per account, and the working weight set as a saveable search filter set. Resolves name/domain inputs via search_companies with explicit confirmation for ambiguous matches. Iteratively refinable — adjust weights, swap axes, retier, or drill into a specific account. Use for account-based selling, ABM list prioritization, territory planning, sales prospecting prioritization, signal-based selling, buyer intent ranking, B2B prospecting. Triggers on phrases like "score these accounts", "prioritize this list", "rank by ICP fit and intent", "which accounts should I work first", "build a tiered account list".

Score and prioritize leads or cold contacts (mixed ZoomInfo person IDs, emails, or name+company rows). Returns Hot / Warm / Cold tier per lead with a response-time SLA tuned to the use case (live inbound routing, MQL triage, event follow-up, PQL triage, content follow-up, SDR queue ordering), per-axis breakdown (person fit · account fit · source signal · trigger), a "why now" reasoning snippet per lead, and recommended next action with verified contact data. Resolution by email is deterministic; name+company surfaces verification when needed; typo'd emails fail explicitly rather than fall back. Iteratively refinable. Triggers on phrases like "score these leads", "which lead/contact should I call first", "prioritize my MQLs", "rank inbound", "who should I prioritize?", "tier this list".

Produce a technology-stack snapshot for one or more companies — what CRM, marketing automation, sales engagement, data warehouse, analytics, conversation intelligence, and other tools they have tagged in ZoomInfo's database. Groups detected products by category, surfaces displacement plays for competitive tools, integration angles for partner tools, and coverage gaps honestly. Resolves mixed-identifier inputs (IDs / names / domains) with explicit ambiguity surfacing. Useful for sales prospecting, account-based selling, competitive battle-card prep, integration partner research, technographic signal analysis, B2B prospecting. Triggers on phrases like "what tech does X use", "tech stack for", "technographic snapshot", "what's in their stack", "do they use Salesforce", "competitive displacement angle".

Build a "why now" case for reaching out to a company — the timing thesis and the specific hooks to lead with — by combining company signals (intent, news, scoops), account_research, your GTM context, and web research. Identify the company by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone asks "why should I reach out to Acme now", "what's our angle into this account", "give me a reason to call", or is planning outbound and needs timely, evidence-based hooks. Each hook ties a real signal to one of your offerings.