Zoom
codexConnect Codex to Zoom meeting context and build Zoom apps, bots, API integrations, SDK workflows, webhooks, and automations.
40 skills · 26 commands · 2 agents · app connector
Practical sales workflows that help sellers prepare meetings, follow up after calls, plan deals, review pipeline, find internal answers, and reuse saved preferences.
Plugin sales in zhongjingyun/codex-plugins. Commands read from the repo's manifest — 1 month ago.
analyze-account-signalsAnalyze fresh signals for a named account, owner portfolio, or watchlist and turn them into evidence-backed account intelligence using active Sales source categories and user-provided context.
build-business-caseBuild customer-led business cases, ROI narratives, value models, executive summaries, and customer-ready value stories from uneven customer context, metrics, transcripts, notes, and public evidence.
build-competitive-briefBuild a multi-competitor build-competitive-brief report, comparison matrix, and battlecard-style objection package using user-provided materials, optional connector-assisted research, and public evidence.
enrich-company-and-contact-dataBuild portable sales enrich-company-and-contact-data outputs for company and contact discovery, firmographic or technographic completion, ICP list building, segmentation, trigger analysis, market scans, and enrichment-backed comparison work using configured source categories and user-provided inputs
find-customer-quotesRetrieve theme-specific customer or prospect quotes from transcripts, call notes, or exported recordings using transcript-first evidence and explicit speaker-confidence rules.
find-key-internal-sourcesFind the best internal experts, documents, and chat channels for a customer question, product topic, objection, implementation issue, account task, or other internal topic using user-provided context, optional connector-assisted search, and evidence-backed ranking.
follow-up-after-callTurn a recent customer, partner, or important internal call transcript or grounded call notes into a seller-ready follow-up package with a recap, next steps, external comms when applicable, CRM next steps when applicable, and an internal follow-up draft.
get-rep-call-feedbackCompare one rep’s call history against peer examples to extract repeatable best practices and produce evidence-backed coaching feedback.
hubspotHubSpot CRM connector guide for Sales workflows that use HubSpot for CRM reads, drafts, notes, or proposed record changes.
indexUse to discover specific skills for the Sales plugin, when it is at-mentioned directly, or for any mentions of potentially relevant work, including: meeting prep or call follow-up; account research, monitoring, or prioritization; internal source finding; competitive briefs; deal strategy; pipeline o
plan-deal-strategyBuild a post-discovery deal strategy pack with a deal map, buying committee map, procurement risk register, and prioritized next actions from grounded deal evidence.
prepare-for-meetingCreate concise pre-meeting briefs and daily prep for customer meetings or the user's most important meeting of the day, using authoritative internal context plus supplementary public web enrichment.
prioritize-accountsPrioritize rep-ready pipeline by ranking accounts, suppressing in-flight motion, selecting the best reachable contact, and producing a connector-grounded account action view plus a concise planning-only action package from CRM, user-provided lists, saved context, and optional enrichment evidence.
review-forecastGenerate a forecast review with risk analysis, recommendation posture, and change detection using CRM truth, pasted or exported pipeline context, account notes, and optional meeting, email, document, or internal-message evidence.
review-rep-call-trendsAnalyze a sales or customer-facing rep’s recent calls to detect improvement, regression, and stable patterns with objective evidence and practical coaching actions.
sales-company-researchExplicit-only Sales workflow for scheduled or index-routed company research that finds durable internal resources, saves high-confidence Sales plugin memory, and asks focused follow-up questions.
salesforceAgentforce Sales connector guide for Sales workflows that use Salesforce for CRM reads, drafts, notes, account plans, Agentforce assignments, or proposed record changes.
suggest-sales-next-stepRun scheduled or manual Sales check-ins that summarize recent Sales work and recommend one next Sales workflow to try.
user-contextLoad or manage the Sales plugin's durable user context, onboarding logic, setup progress, automation metadata, saved preferences, non-obvious CRM conventions, source-of-truth pointers, book-of-business sources, internal team resources, account channels, approval trackers, trusted examples, approved
zoominfoZoomInfo connector guide for Sales workflows or explicit ZoomInfo requests involving company search, contact search, enrichment, intent signals, similar-account discovery, contact recommendations, and company or contact research.
Connect Codex to Zoom meeting context and build Zoom apps, bots, API integrations, SDK workflows, webhooks, and automations.
40 skills · 26 commands · 2 agents · app connector
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