Builds today's call list

Builds today's call list. Runs lead-triage to rank the top-5 leads most worth calling, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages.
--- name: call-list description: Builds today's call list. Runs lead-triage to rank the top-5 leads most worth calling, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Trigger on "call list," "who am I calling today," "top five to call today," or "block time for calls." An owner who wants leads scored or ranked with no calendar blocks routes to lead-triage directly. Accepts optional count and date arguments. allowed-tools: Read, WebFetch --- Run the lead prioritization. Scan the pipeline, rank by urgency and opportunity, pull relevant email context, and get the owner ready to make calls. Parse arguments: - `--n` (default: `5`) — number of leads to surface (1–10) - `--date` (default: today) — date to build the call list for (`YYYY-MM-DD`) ## Step 1 — Pipeline scan (lead-triage) Run the `lead-triage` skill workflow for the pull and the scoring — it owns the HubSpot field list, the four-dimension model, the note-body urgency fetch, the flat-score guard, and the enrichment leg (with Apollo or Clay connected, company fit for leads that have no company on file — metered, so lead-triage asks once about the credit cost; pass that question through to the owner rather than answering it). Do not rebuild any of that here. Then pull email threads from Mail for each surviving lead (last 3 emails per contact) for the talking points. ## Step 2 — Rank and select top N
Overview
Run the lead prioritization. Scan the pipeline, rank by urgency and opportunity, pull relevant email context, and get the owner ready to make calls.
Manual install (npx, ZIP)
npx skills add anthropics/knowledge-work-plugins --skill call-list -g -a claude-codemkdir -p ~/.claude/skills && curl -sL https://codeload.github.com/anthropics/knowledge-work-plugins/tar.gz/da38ec1ee89d \
| tar -xz -C ~/.claude/skills --strip-components=3 knowledge-work-plugins-da38ec1ee89d/small-business/skills/call-listNew-Item -ItemType Directory -Force "$HOME\.claude\skills" | Out-Null; Invoke-WebRequest "https://m.agentalley.io/zip/fc631da626d957cb73da/call-list.zip" -OutFile "$env:TEMP\call-list.zip"; Expand-Archive "$env:TEMP\call-list.zip" -DestinationPath "$HOME\.claude\skills" -ForceConnects with Agent Alley MCP · agentalley.io/mcp
Files included
SKILL.md4.9 KB
Read the files here
anthropics/
Shared references1SKILL.md reads these from elsewhere in the repo. Not in the ZIP.
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Run the lead prioritization. Scan the pipeline, rank by urgency and opportunity, pull relevant email context, and get the owner ready to make calls.
Parse arguments:
--n(default:5) — number of leads to surface (1–10)--date(default: today) — date to build the call list for (YYYY-MM-DD)
Step 1 — Pipeline scan (lead-triage)
Run the lead-triage skill workflow for the pull and the scoring — it owns the HubSpot field list, the four-dimension model, the note-body urgency fetch, the flat-score guard, and the enrichment leg (with Apollo or Clay connected, company fit for leads that have no company on file — metered, so lead-triage asks once about the credit cost; pass that question through to the owner rather than answering it). Do not rebuild any of that here. Then pull email threads from Mail for each surviving lead (last 3 emails per contact) for the talking points.
Step 2 — Rank and select top N
Take lead-triage's ranking and select the top --n — always exactly --n when that many leads exist, regardless of pipeline size. For ties, prefer leads with unanswered inbound signals. If lead-triage reports flat scores, present its CRM-fact ladder order instead and say so.
For each selected lead, produce a call card:
{Rank}. {Contact Name} — {Company}
Deal: {currency code} {amount} | Stage: {stage} | Last contact: {X days ago}
Signal: {most recent activity}
TALKING POINTS
• {point from email/deal context}
• {point from email/deal context}
• {open question to ask}
GOAL FOR THIS CALL: {one sentence — advance to next stage / re-engage / close}
Step 3 — Calendar block
For each lead on the list, offer to block 20 minutes on the owner's calendar for the target date.
Show the proposed calendar entries:
{time slot} — Call: {Contact Name} ({Company})
Wait for owner to confirm which calls to block before creating calendar events.
Step 4 — Draft follow-ups
For any lead that has an unanswered email older than 3 days, draft a brief follow-up:
Subject: Re: {thread subject}
Hi {first name},
{One sentence referencing prior conversation}. {One sentence with a clear next step or question}.
{Sign-off}
Connector failures
If HubSpot is unreachable, stop and tell the owner — lead scoring requires CRM data. If Mail is unreachable, skip the email-context pull in Step 1 and the follow-up drafts in Step 4, and note "Mail not connected — email context and follow-up drafts skipped" in output; calendar blocking in Step 3 still runs. If Google Calendar is unreachable, skip calendar blocking and note it. If the lead-data connector is unreachable or the owner declines the enrichment spend, company fit stays flat for leads with no company on file — say so in the output rather than presenting the order as fit-ranked.
Approval gates
- Never send emails automatically. Present drafts for owner approval only.
- Never create calendar blocks without owner confirmation — show the proposed list first.
- Never update HubSpot deal stages automatically.
Output
Present the ranked call list with talk tracks. Then show proposed calendar blocks and ask for confirmation. Then show follow-up drafts and ask which to send.
Alongside the chat summary — never replacing it — render the list as a CALL SHEET artifact using the house style (../../shared/artifact-style.md): something the owner prints and works from while dialing. Print-friendly rows, one per lead, each with the call goal and two or three short talking points, plus a blank outcome line to scribble on. This is a work sheet, not a dashboard — no stat tiles, no charts.
Closing offer
Close with one line on what got built, then the single most relevant next step with its trigger phrase — usually "write this outreach" (outreach-composer) for the leads that need email instead of a call. Up to two others: "fill my funnel" (/grow-pipeline) or "update the CRM" (crm-autopilot). Max three, and skip anything the owner declined earlier this session.
Using a tool that isn't listed
The connectors named in this skill are the tested paths, not a wall. If the owner wants this flow to use a tool that isn't connected or listed, offer build-connector — it checks the connector directory first and connects through Zapier otherwise, never hand-building against a raw API. Once the connection exists, the tool joins this skill like any other optional connector, under the same approval gates.
| 1 | |
| 2 | name call-list |
| 3 | description Builds today's call list. Runs lead-triage to rank the top-5 leads most worth calling, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Trigger on "call list," "who am I calling today," "top five to call today," or "block time for calls." An owner who wants leads scored or ranked with no calendar blocks routes to lead-triage directly. Accepts optional count and date arguments. |
| 4 | allowed-tools Read, WebFetch |
| 5 | |
| 6 | |
| 7 | Run the lead prioritization. Scan the pipeline, rank by urgency and opportunity, pull relevant email context, and get the owner ready to make calls. |
| 8 | |
| 9 | Parse arguments: |
| 10 | `--n` (default: `5`) — number of leads to surface (1–10) |
| 11 | `--date` (default: today) — date to build the call list for (`YYYY-MM-DD`) |
| 12 | |
| 13 | ## Step 1 — Pipeline scan (lead-triage) |
| 14 | |
| 15 | Run the `lead-triage` skill workflow for the pull and the scoring — it owns the HubSpot field list, the four-dimension model, the note-body urgency fetch, the flat-score guard, and the enrichment leg (with Apollo or Clay connected, company fit for leads that have no company on file — metered, so lead-triage asks once about the credit cost; pass that question through to the owner rather than answering it). Do not rebuild any of that here. Then pull email threads from Mail for each surviving lead (last 3 emails per contact) for the talking points. |
| 16 | |
| 17 | ## Step 2 — Rank and select top N |
| 18 | |
| 19 | Take lead-triage's ranking and select the top `--n` — always exactly `--n` when that many leads exist, regardless of pipeline size. For ties, prefer leads with unanswered inbound signals. If lead-triage reports flat scores, present its CRM-fact ladder order instead and say so. |
| 20 | |
| 21 | For each selected lead, produce a call card: |
| 22 | |
| 23 | |
| 24 | {Rank}. {Contact Name} — {Company} |
| 25 | Deal: {currency code} {amount} | Stage: {stage} | Last contact: {X days ago} |
| 26 | Signal: {most recent activity} |
| 27 | |
| 28 | TALKING POINTS |
| 29 | • {point from email/deal context} |
| 30 | • {point from email/deal context} |
| 31 | • {open question to ask} |
| 32 | |
| 33 | GOAL FOR THIS CALL: {one sentence — advance to next stage / re-engage / close} |
| 34 | |
| 35 | |
| 36 | ## Step 3 — Calendar block |
| 37 | |
| 38 | For each lead on the list, offer to block 20 minutes on the owner's calendar for the target date. |
| 39 | |
| 40 | Show the proposed calendar entries: |
| 41 | |
| 42 | {time slot} — Call: {Contact Name} ({Company}) |
| 43 | |
| 44 | |
| 45 | Wait for owner to confirm which calls to block before creating calendar events. |
| 46 | |
| 47 | ## Step 4 — Draft follow-ups |
| 48 | |
| 49 | For any lead that has an unanswered email older than 3 days, draft a brief follow-up: |
| 50 | |
| 51 | Subject: Re: {thread subject} |
| 52 | |
| 53 | Hi {first name}, |
| 54 | |
| 55 | {One sentence referencing prior conversation}. {One sentence with a clear next step or question}. |
| 56 | |
| 57 | {Sign-off} |
| 58 | |
| 59 | |
| 60 | ## Connector failures |
| 61 | |
| 62 | If HubSpot is unreachable, stop and tell the owner — lead scoring requires CRM data. If Mail is unreachable, skip the email-context pull in Step 1 and the follow-up drafts in Step 4, and note "Mail not connected — email context and follow-up drafts skipped" in output; calendar blocking in Step 3 still runs. If Google Calendar is unreachable, skip calendar blocking and note it. If the lead-data connector is unreachable or the owner declines the enrichment spend, company fit stays flat for leads with no company on file — say so in the output rather than presenting the order as fit-ranked. |
| 63 | |
| 64 | ## Approval gates |
| 65 | |
| 66 | **Never send emails automatically.** Present drafts for owner approval only. |
| 67 | **Never create calendar blocks without owner confirmation** — show the proposed list first. |
| 68 | **Never update HubSpot deal stages automatically.** |
| 69 | |
| 70 | ## Output |
| 71 | |
| 72 | Present the ranked call list with talk tracks. Then show proposed calendar blocks and ask for confirmation. Then show follow-up drafts and ask which to send. |
| 73 | |
| 74 | Alongside the chat summary — never replacing it — render the list as a CALL SHEET artifact using the house style (`../../shared/artifact-style.md`): something the owner prints and works from while dialing. Print-friendly rows, one per lead, each with the call goal and two or three short talking points, plus a blank outcome line to scribble on. This is a work sheet, not a dashboard — no stat tiles, no charts. |
| 75 | |
| 76 | ## Closing offer |
| 77 | |
| 78 | Close with one line on what got built, then the single most relevant next step with its trigger phrase — usually "write this outreach" (`outreach-composer`) for the leads that need email instead of a call. Up to two others: "fill my funnel" (`/grow-pipeline`) or "update the CRM" (`crm-autopilot`). Max three, and skip anything the owner declined earlier this session. |
| 79 | |
| 80 | ## Using a tool that isn't listed |
| 81 | |
| 82 | The connectors named in this skill are the tested paths, not a wall. If the owner wants this flow to use a tool that isn't connected or listed, offer `build-connector` — it checks the connector directory first and connects through Zapier otherwise, never hand-building against a raw API. Once the connection exists, the tool joins this skill like any other optional connector, under the same approval gates. |
| 83 |
Details
- Updated
- Sep 23, 2026
- License
- Apache-2.0
- Stars on the repo
- ★ 25,507
- Checked
- Source
- anthropics/knowledge-work-plugins ↗
- Creator
- anthropics · 35 listings
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