Most GTM teams are still using AI for individual tasks like writing a subject line or summarizing a document. That's fine, but it's not where the real value is. The real value comes when agents have skills: structured, reusable, source-backed instructions that let them pull from your business context—CRM data, meeting notes, approval workflows, connected tools—and produce reviewable work, not just text.
The GTM Cheat Codes repo is Zapier's public library of those skills, created by our marketing, sales, customer success, support, and ops teams. You can use them in coding agents like Codex, Claude Code, Cursor, and the skills work with Zapier MCP and the Zapier SDK to connect agents to the systems your team already uses—without exposing credentials or skipping the approval steps that matter.
Table of contents:
Marketing skills: from campaign brief to launch-ready package
These skills cover the campaign lifecycle from planning all the way through to learning, including briefs, mockups, and postmortems.
Mega Campaign Generator: Takes scattered campaign inputs—briefs, notes, source docs, Slack threads—and produces a review-ready launch package: positioning, subject lines, email and LinkedIn sequences, and open questions flagged for review.
Campaign Postmortem: Pulls campaign docs, conversations, dashboards, CRM context, and meeting notes into a sourced retrospective: what happened, what worked, what broke, and what changes next.
HTML Mockup Builder: Generates reviewable HTML mockups from campaign, product, or landing page briefs—useful for moving from copy to visual layout without a designer required for every iteration.
Brand Guidelines Builder: Converts brand source material—style docs, asset libraries, design references—into agent-usable rules so any downstream skill produces on-brand output and can flag what doesn't fit.
The Mega Campaign Generator wasn't built to replace the campaign brief—it was built so that the brief you already wrote actually makes it into the execution. Most of the time, the context exists. It just lives in five different places.
Leah Miranda, Manager of Demand Generation at Zapier
Sales & RevOps skills: account prep, outreach, and pipeline visibility
These skills help sales and revenue operations teams flag opportunities, build reports, and create personalized content to support leads and customers.
Sales Sequence Builder: Creates source-backed outbound or follow-up sequences tailored to account context, persona, and trigger signals—pulling from CRM, campaign docs, and account notes to give reps drafts they can actually send.
Customer Deck Builder: Turns approved account context, usage signals, and meeting goals into a structured customer deck—then uses Zapier MCP to generate the presentation in Gamma. Works for discovery calls, QBRs, renewals, executive briefings, and onboarding kickoffs.
Named Account Trigger Radar: Ranks target accounts by why-now signals—pulling from CRM, account lists, and approved research sources—and recommends the next best seller action for each one.
AI Audit Account Report: Builds account-level AI adoption reports that help midmarket and expansion reps identify consultation and upsell opportunities based on CRM data, usage summaries, and account context.
Cross-CRM Opportunity Sync: Keeps opportunities, accounts, and customer records in sync across multiple CRMs—preserving attribution, commission accuracy, and data governance—with durable workflow execution and sandbox-to-production promotion before any production writes.
Sales reps don't have 40 minutes to research an account before a call. These skills are about closing the gap between the context that exists in your systems and the prep that actually happens.
Eric Mistry, Automation Strategist at Zapier
Customer advocacy skills: finding and producing proof without improvising approvals
These skills help marketing and advocacy teams find, verify, and produce customer proof—faster, and without improvising approvals.
Find Customer Social Proof: Searches approved customer content libraries, CRM context, asset folders, and decks to surface the right customer story, quote, stat, or peer example for a campaign, page, email, or prospect conversation—with approval before any external use of names, logos, or metrics.
Customer Story Writer: Turns approved interview transcripts, notes, and proof points into narrative customer stories or metric-forward story pages—with customer, brand, legal, and final publishing approval gates built in.
Finding the right customer proof used to mean pinging three people on Slack and hoping someone remembered where the approved assets lived. Now an agent can search your actual library and flag what needs approval before anything goes external.
Rob Ayre, Customer Advocacy Marketing Manager at Zapier
Content ops skills: from recorded to distributed
This skill covers the workflow around recordings and video content—from clip discovery to distribution handoff.
Company Recording to Postable Clip: Finds source recordings, identifies useful moments, and prepares approved clips for distribution—with approval before downloading restricted recordings, rendering likenesses, or publishing. Paired automations handle intake and handoff (see Clip Request Intake and Clip Approval and Handoff in the Automations folder).
Content ops teams have recordings sitting in Drive that never become anything. This skill is about closing that loop—getting from 'we recorded that' to 'we posted that' without someone manually watching every video.
Janine Anderson, Sr. Manager of Content Operations at Zapier
Customer support skills: faster answers, less context switching
This skill helps support reps get to a useful answer faster—without switching between five tools to do it.
Support Ticket Triage Agent: Pulls live ticket context through Zapier MCP, searches your helpdesk, issue tracker, feature backlog, and knowledge base in parallel, classifies the issue, and hands the rep a recommended next action. This one was inspired by a real implementation at ClickUp that reduced per-ticket research time from 15 minutes to 4—saving 917+ hours monthly across a team handling 5,000+ tickets.
GTM ops skills: daily visibility into lead handling and follow-up gaps
These skills cover the operating rhythm that keeps leads from falling through the cracks—daily audits, stewardship queues, and follow-up accountability—plus the automations that run them on a schedule.
Inbound Lead Audit + CX Map: Audits lead handling and maps the customer experience from form fill to follow-up—reading CRM, routing evidence, meeting status, and trackers to find where the handoff breaks.
No Lead Left Behind Lead Treatment Audit: Finds missed, delayed, or low-quality lead follow-up and turns gaps into owner-ready actions with severity scoring, owner enrichment, and a chat-ready summary for your standup.
Find Lead Account Owner: A helper skill that resolves the best account or lead owner using a clear fallback order across CRM and ownership data—used inside audits, routing workflows, and SDR call-list automations.
Daily Lead Steward: Creates a daily operating view of the leads that need attention, follow-up, or escalation—with scheduled generation, state tracking, and digest routing to managers before anything gets posted broadly.
Paired automations
The GTM ops skills ship with five scheduled automations you can run on a cadence:
All of them require human review before posting summaries or escalating owners.
The lead audit skills are an actual pipeline driver. They help us find leads falling through the cracks—whether due to a routing issue, someone OOO, or just not-persisent-enough replies—before they become a pipeline problem.
Angela Ferrante, Senior Director of Enterprise Marketing at Zapier
How to start using these skills
Every skill in the repo follows the same setup:
Read
SETUP.mdfor Zapier MCP and the Zapier SDK configuration.Copy
SKILL.mdinto your agent's skill directory.Adapt
metadata.yamlandSCHEMA-MAP.mdto your approved systems.Run
ONBOARDING-PROMPT.mdbefore the first real workflow.
The repo also includes a registry/skills.csv with all skills, their target users, business outcomes, and recommended connections—a useful starting point for prioritizing which skill to deploy first.
The skills work in Codex, Claude Code, Cursor, ChatGPT, and other agent environments. Zapier MCP and the Zapier SDK connections are optional, but they unlock the patterns that matter at scale: read from CRM, search docs, draft in your tools, log to trackers, route for approval—all in one agent run.
One important note on safety: every skill in this repo includes explicit human approval gates before agents send messages, write CRM records, post publicly, or make any customer-facing claims. That's not optional—it's structural.
Explore the full repo at github.com/zapier/gtm-cheat-codes.
